Excel for Accounting Professionals Session 4: Conditional Summing and Lookups (2 hours)

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.*

Highlights

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

Prerequisites

Working knowledge of Excel

Designed For

Accounting and finance professionals who’d like to improve their mastery of Microsoft 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.

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!