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Excel for Accounting Professionals Session 7: Date-Driven Workbooks and Concatenation

Overview

Realistic Excel training for skill development
Shifting from manual inputs to automated formulas in Excel can help enhance data efficiency. Understanding that Excel can handle date and text values broadens the potential to improve efficiency when managing data in Excel.

This webcast will focus on the following essential functions:

  • EOMONTH
  • MONTH and YEAR
  • DATE
  • CONCAT
  • SUMIFS with CONCAT

    Practical hands-on Excel learning exercises taught by a highly engaging expert
    In this webcast, you'll develop your skills and implement Excel techniques that will boost the effectiveness of conditional summing functions using comparison operators. Additionally, you'll gain in-depth knowledge of the following:
  • Adding helper columns
  • Distinguishing key function differences
  • Combining values

    *Session 7 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 8: Dynamic headers, mapping tables and error check] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-8--dynamic-headers-mapping-tables-and-error-check) to further prepare to tackle real-world issues and build powerful workbooks.*

    Prerequisites

    Working knowledge of Excel

    Objectives

    • Determine the last day of the month with the EOMONTH function.
    • Use the MONTH and YEAR functions.
    • Use your own date with DATE function.
    • Use the CONCAT function.
    • Apply the use of SUMIFS with CONCAT.

    Highlights

  • EOMONTH
  • MONTH and YEAR
  • DATE
  • CONCAT basics
  • SUMIFS with CONCAT

    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:

    4902619

    2 CPE Credits
    Specialized Knowledge and Applications: 2 Credits

    Registration

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

    Registration is open through 12/09.

    Tuesday, December 9th

    9:00am to 11:00am

    Add to Calendar

    Instructor

    Liam Bastick

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