Top 5 Essential Excel Functions for Accountants

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Chapters:
00:00 Intro
01:07 Conditional Formatting
03:28 Xlookup
07:25 End of month
09:24 SumIf
10:15 Pivot Tables

In this video I explain most commonly used Excel Functions in my daily work as an Accountant.

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All views expressed on my channel are mine alone. Not intended as financial or professional advice

[Soulenergy]

Great content Guru!! Include Ctrl + T!, Tables in Excel which is a hidden Gem 💎 💎 not usually used

[alexd]

Very helpful video! I am preparing for my Junior Financial Controller interview and Your videos help to refresh my Excel knowledge.

[shri]

Thanku for creating amazing content for accountants❤ I must say apart from bookish knowledge if someone wants to learn and grow in their accounting career this is the right place!

[Epi_phyte]

I just chanced on your videos and i must testify that their top-notch. Please keep it up.

[Caramel]

You should have millions of followers! you're such a great tutor!

[georgegecer]

Thanks Bill! Can use that today right away

[nikki.r]

The XLOOKUP portion of the video was so nice & easy- thank you! 🤓

[newmhelemish]

You really do a great job. I would like to add from my point of view that Xlookup replacing index match. As you know, old version of office, there is no Xlookup.
I am following you.. keep going 💪 good job 👏

[MRobie-fehd]

Your videos are so helpful. I am starting a new job and they will be a life saver.!

[alyaniali]

Great video, and will applied it when searching for sampling

[laurennguyen]

I am glad I found your videos. You are a good instructor

[Kang-xiwe]

Thank you for making good and informative clips. It's easy to understand. I've been following it since the first clip I watched. It's great. Thank you.

[iloveyou]

Thanks so much Sir, this is very helpful

[pooppyybuhhole]

That x lookup is incredibly convenient! Prior to the x look up being added, I would sometimes have to move the column data to be able to pull the right cells.

[AdeAde]

Great job your video is pretty accurate for us auditors.

[veronicasaufley]

Loved the video! Are there any other formulas that could be used when reconciling balance sheet accounts? This was super helpful.

[rukam]

Thank you. Please do other Excel functions pertaining to FP&A roles. Thank you in advance

[emelinesome]

OMG!! Thank you very much for explaining it so clearly! 🥰
I was wondering why everyone said XLookup is better than VLookup : now I get it! Yes XlookUp is wonderful. 👍🏾
Also I did know about "end of the month". Thx

However personnaly I also use a lot of TEXTE formulas : Concat ; TextAfter; TextBefore ; right; left; etc.
If I may suggest to do an 2nd video which include more formula for no-number data analysis.

Because nowdays software know how to analyze number as well, if not sometime better than us. But it still need to be improved little bit for no-number analysis.

Thus I think in the future, in order to make the difference, accountants will have to analyze more no-number data.
At least that's what I think, but I might guess it wrong.

[kevinpark]

Great content as always. I have an accounting career question though: I read your comment on another one of your videos that you usually like to move around jobs every five years. I like this idea because every accounting manager job in any accounting specialty (accounts payable, accounts receivable, audit, and tax) all seem to require at least (at bare minimum) 5 years in the specialty for the manager job to which one is applying. I am 40 with a Master's Degree in Accounting because I started late and just got my first accounting job in Accounts Receivable. I hope to get 5 years experience in A/R and then go on to 5 years in A/P before hopefully doing 5 years of staff accounting. But what accounting specialties do you recommend after that? Will I be equipped to be an accounting supervisor or manager by that time? I will be only 55 years old after 5 years in each of the 3 accounting specialties that I just mentioned. I hope to never retire as I enjoy working in general (as I have a very solid work ethic). So, what are your recommendations?
Thanks for any help that you can provide. (By the way, I used to live where you live: meaning in Bergen County, NJ. Great place).

[WIZCO]

Great video Bill! Started dabbling more with excel over the last year, working on a few different excel certifications right now, but excited for the day where I feel more comfortable with it and start using it more. So many great features and excited to become a pro in it over the next few years as I stay in the finance/accounting world early next year!