SFA EXCEL TRAINING SERIES
Excel for Audit Work, Taught Step by Step
Eight short videos that follow the exact structure of our in-person Excel workshops in Garowe and Mogadishu — built for audit and finance staff at the Offices of the Auditor General, from your first formula to a full reconciliation against a master list.
Excel Fundamentals & Interface Navigation
Get comfortable with the Excel workspace itself — the ribbon, toolbars, formula bar, and the difference between a workbook and its worksheets — then build a simple audit transaction log.
Basic Excel Functions
Move from entering data to calculating with it. Five essential functions handle a large share of everyday audit arithmetic, from totalling expenditures to spotting the largest single payment in a batch.
Data Validation
The easiest place to keep audit data clean is right at the point of entry. Build a dropdown list so a field like Department is always entered the same way, every time.
Working with Excel Lists
Audit officials inherit datasets that already have problems. Clean a realistic expenditure list with duplicate rows, extra spaces, and inconsistent department names — then sort, filter, and turn it into a structured Table.
List Functions — DSUM
DSUM pulls a conditional total out of a structured list using one or more criteria at once — for example, total expenditure for Health in the second quarter only.
Pivot Tables
PivotTables work differently from formulas — you describe the summary you want by dragging fields into a few boxes, and Excel builds the whole table for you.
Conditional Functions
The functions that let Excel make decisions and flag exceptions automatically — flagging overspending, counting duplicate vouchers, and handling formulas that might otherwise error out.
Lookup Functions
VLOOKUP and HLOOKUP retrieve information from one table based on a matching value in another — exactly what you need when reconciling a transaction list against a master reference table.