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Technical

Excel for Accounting Professionals Session 4: Conditional Summing and Lookups Logo aicpa

  $99.00 - 129.00 |   08 Nov 2017 |   14:00-16:00 |   CPE: 2.0 |   AICPA |   AICPA Store
This is one session of an 8-part Excel series. 

This session opens with conditional summing. If you have not explored conditional summing yet, you are in for a surprise. Conditional summing is a game changer, and will absolutely improve efficiency in your reporting workbooks. We then move to removing duplicates in order to create a list of unique report labels. We conclude with lookup basics. We discuss why we prefer lookups to direct cell references and explore the details of the most popular lookup function, VLOOKUP.

The session is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel, since you'l be completing the same exercises demonstrated by the instructor. A link will be provided so you can download the necessary Excel files. During the session, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows. For each topic presented, the instructor explains the topic and demonstrates it with Excel exercises. Then, the instructor provides time for you to complete many of the same exercises. Finally, the instructor demonstrates the solutions for all of the exercises in the practice workbook, and then moves to the next topic. This format allows you to work along rather than just watch passively, enabling you to immediately practice the skills demonstrated.

Upon completion of this course, you will be able to:

  • Use the conditional summing feature
  • Remove duplicate values in your workbooks
  • Use the VLOOKUP function

Who should attend:
Accounting professionals in public practice or business and industry

Field of Study: Specialized Knowledge & Applications
Level: Intermediate
Prerequisites: Working knowledge of Microsoft Excel

Topics covered:
  • Management accounting: Technical: Accounting information systems: Information systems environment, Foundational
  • IT management & assurance: Technical: Information management: Data management & analytics, Foundational

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