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Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

Overview

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] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-5--error-trapping-and-improving-lookups) to further prepare to tackle real-world issues and build powerful workbooks.*

    Prerequisites

    Working knowledge of Excel

    Objectives

    • 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.

    Highlights

  • Excel shortcuts
  • Conditional summing
  • Removing duplicate values
  • VLOOKUP function

    Register Now

    Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

    • Event Code:

    4902581

    2 CPE Credits
    Specialized Knowledge and Applications: 2 Credits

    Registration

    Member Price:
    $125
    Non-member Price:
    $149

    Registration is open through 10/07.

    Tuesday, October 7th

    3:00pm to 5:00pm

    Add to Calendar

    Instructor

    Liam Bastick

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