I am surprised and concerned about the fact that a lot of my colleagues do not have good excel skills. I literally had to show someone higher rank than me probably 30ish, how to do a “find” in excel for the workbook. This isn’t limited to people who have been out of school for awhile. This also includes new hires and staff, and seniors. Partners forget about it. They probably aren’t involved at all in building out the work paperwork but I feel staff, seniors and managers should be good users

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Don’t be concerned. There’s probably a lot they know that you don’t. Just be glad you have something additional to contribute.

likesmarthelpful

i like this!!

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I love people like you! Can you make some pivot tables for me please?

likefunnyhelpful

Pwc3, heartily agree.

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I took an excel class in college that was trash. That one class is the only excel class that was offered in my large university. All the excel I’ve learned is on the job. If you’re not using excel every day, it’s hard to learn to use some of the more complicated features.

likefunny

Excel is all about your googling skills

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I’d be concerned about staff and seniors, maybe managers. But above that not so much. I don’t need to know how to do it if I know how to review it. Trust me the learning curve is very steep in this profession and excel is baseline knowledge. I love having people on my teams that know it well. What I don’t love is people who show hubris with regards to their existing skill set when they clearly still have a lot to learn.

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The sad part is even if it isn’t taught in universities or class, whatever you need to know is online. Also yes there is definitely some things that I don’t know that they may know. But if someone is linking items manually or even the fact that instead of “hiding grids” they color the cells “white” the quality of what they may know is subpar. #PowerQueryrulez #Vlookupssux

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Alteryx isn’t free when PQ is free for those who have excel

Be happy you have something of value to share. I'm sure your peers share knowledge you do not have.

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Agree that’s true. That is why I’m in big4 to learn. But excel is life in a firm like ours.

You only are great at what you practice often. I used to do a ton of Excel work and was highly competent at it (and I'm in a more technology focused group), however now I hardly use it and when I do I'm sure my staff seniors are you are rolling their eyes like you are. But that's okay, there are lots of things I know and can do that they will learn and grow to understand, just like you will.

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I totally agree SMs and partners are more involved in making sure the end result is right than the mechanics of how we get to the result. My comment is more for Staff, Seniors, M1s and M2s. I am respectful of the fact that higher ups need to be more high level review and don’t need to be involved in the details of the work paperwork

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Just because you know excel doesn’t mean you should run the show. 😂 The partners are even less technical and have no clue about anything we implement for them. But yeah, if you don’t know excel you’re pretty much a clown. That’s a basic requirement for our jobs but I suppose you could just Google everything as you go along.

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If it helps your perspective I had an IRS agent recently that didn’t understand excel sub totals and had to spend 30 agonizing minutes with him on the phone to figure out that’s what the issue was. On a 3000 line spreadsheet nonetheless. IRS clearly hires only the best and brightest...

funny

Seasoned yes. More relative technical knowledge? Not so sure about that. Like I said, the best and the brightest.

You would be surprised how easy it is to be considered “expert” status by many when you only know the basics and have half a brain

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I learned my best excel tricks from spreadsheet models sent by one particular client. Those guys were doing beautiful things with INDEX, MATCH, COUNTIF and SUMIFs

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My college computer courses were trash for excel, and certainly not the kind of formulas I use in my actual day to day work.
I've learned a lot more ON the job, but my skills are still a little meh

Would definitely appreciate an intensive course

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You would be surprised I probably made director because my data analytic skills and excel creation skills outclassed my contemporaries. Still get relied on for those skills today six years later

OP be more concerned with our colleagues not being able to write a readable, clear memo 😂

likefunny

There is literally no excuse for being bad at excel... there are free tutorial videos for everything. If the though ever occurs of “there has to be a better way” chances are there is and you can steal their formula and they will teach you how to make it better and apply...

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EY even gives us access to great excel courses through Udemy but people don’t want to learn.

Can totally relate. Usually the young out of college staffs are very teachable. We had an experienced hire (from industry) who doesn’t know how to use formulas and manually link stuff 🤦🏻‍♀️

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Every year the firm would ask what we thought of training and every year I requested an excel training (for myself!) and a tax software training (like how to mark something do not use, how to mark no rollover, etc) and a my peers always agreed. Never once got a training on anything other than tax law changes.

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That is EY specific. Udemy has great excel courses too and they are paid for by the firms. I definitely take advantage of that as well.

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Why this will 110% be automated within our lifetime

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I have a hard tome believing this how we will do work papers and returns even 10 years from now

This has been my experience too. But how is this possible? I was required to take 2 Excel classes in university to get my degree. And most my coworkers went to the same uni and me. I took a 3rd as an elective and use Excel outside of work. I'm the one stuck training all the interns and new staff.

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I was only required to take one and it was useless

You wanna know what’s crazy? I bet you the partners don’t even know how to use excel. Many of them are old school.

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