Excel math and finance functions: Formulas for business decision makers

Learn how to use key functions in Excel that will help you effectively evaluate financial data and make better business decisions.

Event Details

Location and date:
Online On-Demand Event

Your ability as an accountant to add value to your organization depends on how well you can make sound business decisions. Strengthening that skill is the focus of this online course, which explores the mathematical, statistical and financial functions within Excel that apply to accounting and financial management.

You will learn how to calculate basic statistics and how to forecast and generate a net present value schedule. In addition to better understanding the key functions of Excel that every accountant should know, you will also gain access to extensive course resources and an ebook.

View Table of Contents

Additional options and pricing may be available. See pricing and registration for more details.


3 CPD hour(s)
Pricing & registration

You will learn about:

  • aggregating data using both the Sum and Subtotal functions
  • calculating minimums, maximums and averages from data sets
  • 10 different rounding methods and their differences
  • using the Forecast function to forecast numbers along a trend
  • generate a net present value using a schedule or formula

Who should attend?

  • advanced Excel users
  • IT professionals
  • business intelligence educators
  • consultants
  • financial analysts

More Details:

Session Descriptions


Basic math and formulas
• What We Will Cover
• Basic Math & Formula Evaluation - Part 1
• Basic Math & Formula Evaluation - Part 2
• What Have We Done

Statistics and aggregation formulas
• Aggregating Numbers
• Basic Statistics
• Using Math Functions
• Aggregation with SUBTOTAL()
• Calculating Basic Statistics - Part 1
• Calculating Basic Statistics - Part 2
• Calculating Most Recent Quarterly Averages
• What Have We Done

Rounding numbers
• Basic Rounding Functions
• Rounding to Significance - Part 1
• Rounding to Significance - Part 2
• Rounding to Even, Odd and Integer Numbers
• What Have We Done

Other interesting functions
• PI(), ABS(), and MOD() Functions
• RAND() and RANDBETWEEN() Functions
• What Have We Done

Forecasting in Excel
• Forecasting Water Consumption
• Using the FORECAST() Function
• Using Statistics to Evaluate Forecasting Options
• What Have We Done

Finance formulas
• Capital Budgeting in Excel
• Building a Net Present Value Table
• Using the PV() and NPV() Formulas - Part 1
• Using the PV() and NPV() Formulas - Part 2
• What Have We Done

Evaluating a capital purchase
• Calculating Cash Flows
• Adding Context and Scenario Planning
• What Have We Done

• In Review
• Conclusion
• Final Quiz


You may also be interested in:

Improve your ability to create and work with PivotTables so that you can more effectively summarize, analyze and present financial data.


Please contact:

CPA Canada Professional Learning and Development Customer Service
Tel: 1-888-337-3242
Email: pld@cpacanada.ca