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Excel for Auditors

Excel Training for Auditors

This training course Excel Training for Auditors will help auditors to use Excel extensively, not just as a spreadsheet, but especially as a powerful auditing tool for data management and analysis.

By the end of this one-day training, attendees will have better knowledge of the audit related functions within Excel that will enable audits to be performed more effectively and efficiently – especially in the area of data analysis – resulting in a better understanding of the residual risks within the business processes, while also resulting in significant cost savings.

In this course you’ll learn to:

  • Use Excel as audit software, able to perform most data analytics functionalities;
  • Request, extract and import data into Excel and validate data prior to analysis;
  • Make profound use of Pivot Tables, turning Excel into a effective data mining tool to facilitate retrieving outliers and more;
  • Use sampling techniques within Excel;
  • Create all types of graphs to pinpoint changes over time and other chart dimensions;
  • Use elementary macros to automate audit testing techniques on full population datasets.

This training “Excel for Auditors” is an intermediate course which requires the basic Excel skills, such as navigation, formulas, cell references, cell formatting and basic graphical representations.

Learn more:

Excel is positioned as the one and only most important tool for auditors to support them throughout their daily activities, whether it comes to risk analysis or control testing. Every day, auditors typically live and breathe in Microsoft Excel.

OCL Learning therefore offers a variety of training courses that will help auditors to get acquainted with basic, intermediate, advanced, expert and master skills within Excel. Please visit our website at to learn more about our training program

Training content:

  • Quickly seeing sum or average
  • Quickly filling a series
  • Adding subtotals
  • Joining text
  • Dealing with errors in formula results with missing values
  • Dealing with dates
  • Creating a random sample from a dataset
  • There is a match but excel cannot find it
  • Showing numbers in thousands
  • Turning your data on its side with transpose
  • Using conditional formatting
  • Using icon sets to mark values
  • Applying icons to only the top 10%
  • Sorting your data, also by color
  • Highlighting outliers
  • Analyzing results by date
  • Finding missing dates in data
  • Finding and analyzing records using complex filters
  • Formula auditing
  • Looking up data with VLOOKUP
  • Matching two lists
  • Finding duplicates or unique values
  • Finding transactions from the last week
  • Getting good records from bad data
  • Analyzing data with pivot tables
  • Replacing a thousand formulas with one
  • Retrieving many columns from the lookup range
  • Automating excel with Macros