Best Excel and Tally traning in Chennai

Module 1: Excel Basics

• Excel interface and terminology

• Workbook vs worksheet

• Cell references (relative, absolute, mixed)

• Data entry, formatting, and shortcuts

• Saving and exporting files

Module 2: Data Management & Formatting

• Sorting and filtering

• Conditional formatting

• Custom number formats (₹, %, date/time)

• Data validation (drop-downs, restrictions)

• Freeze panes, split windows

Module 3: Formulas and Functions for Accounting

• Basic formulas: SUM, AVERAGE, MIN, MAX

• Text functions: CONCAT, LEFT, RIGHT, MID

• Logical functions: IF, AND, OR

• Lookup functions: VLOOKUP, HLOOKUP, XLOOKUP

• Date functions: TODAY, NOW, DATEDIF

Module 4: Data Analysis Tools

• PivotTables and PivotCharts

• Grouping and summarizing financial data

• Subtotals and Grand Totals

• What-if analysis: Goal Seek, Data Tables

• Creating dynamic dashboards

Module 5: Reporting and Charting

• Creating profit & loss reports

• Expense tracking sheets

• Chart types: column, pie, line, combo

• Designing printable financial statements

• Protecting sheets and using templates

Module 6: Introduction to Tally

• What is Tally? Overview and features

• Installing and navigating Tally

• Company creation and configuration

• Shortcut keys and screen layout

Module 7: Accounting Fundamentals in Tally

• Ledger creation (Assets, Liabilities, Expenses, Incomes)

• Grouping and classification of accounts

• Voucher entry (Payment, Receipt, Contra, Journal)

• Recording business transactions

Module 8: Inventory Management in Tally

• Creating stock groups, items, and units of measure

• Inventory vouchers (Purchase, Sales, Stock Journal)

• Godown and batch-wise inventory tracking

• Reorder levels and stock valuation

Module 9: GST, Taxation & Payroll

• Enabling GST in Tally

• Creating GST-compliant ledgers and invoices

• Filing GST returns through Tally

• TDS/TCS setup (optional)

• Introduction to Payroll: employee master, salary structure, payslips

Module 10: Reports and Final Accounts

• Generating Balance Sheet and P&L account

• Day Book, Ledger, Trial Balance

• Cash Flow and Ratio Analysis

• Exporting reports to PDF/Excel

Module 11: Excel + Tally Integration

Objective: Use Excel and Tally together for smarter reporting.

• Exporting Tally reports to Excel

• Importing masters/vouchers into Tally from Excel

• Bank reconciliation with Excel

• Generating MIS reports in Excel using Tally data

• Tally to Excel via ODBC (advanced)

⚙️ Tools Required

• Microsoft Excel (2016 or newer recommended)

• Tally Prime (or Tally ERP 9)

• Optional: Power BI for data visualization (integration)