Excel for Accounting Professionals Session 4: Conditional Summing and Lookups
Excel strategies for efficient workbooks plus a detailed exploration of organizing and managing worksheet data designed for accounting professionals.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
2
Instructor
Liam Bastick
Availability
Product Number
VCL2EXAP04250616
Boosting productivity with Excel
For those unfamiliar with conditional summing, you're in for a revelation —it's an impactful technique that improves productivity in creating reports. You’ll learn how to optimize Excel efficiency by
- managing duplicates,
- selecting appropriate shortcuts, and
- performing lookups.
Practical hands-on Excel learning exercises taught by highly engaging expert in the field You’ll also deepen your skills and tackle real-world Excel workbooks that address the following:
- Benefits of using lookup functions over direct cell referencing
- A comprehensive exploration of the popular VLOOKUP function
- Techniques for removing duplicates to create a distinct set of report labels
Session 4 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching Session 5: Error Trapping and Improving Lookups to further prepare to tackle real-world issues and build powerful workbooks.
Key Topics
- Excel shortcuts
- Conditional summing
- Removing duplicate values
- VLOOKUP function
Learning Outcomes
- Apply selected shortcuts designed to help with formulas and functions.
- Calculate the sum of values in a range using conditional summing.
- Differentiate between various uses of the remove duplicates feature for creating reports.
- Determine the appropriate use of LOOKUP from a foundational perspective.
Who Will Benefit
Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel
Group ordering for your team
2 to 5 registrants
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