CPE: 2 hours
Category: Specialized Knowledge & Applications
Prerequisites: Working knowledge of Microsoft Excel
Advanced prep: None
Who should attend: Accounting professionals in public practice or business and industry
When we try to improve efficiency, we seek to delegate manual tasks to Excel. This implies that we seek to convert manual input cells into formula cells. When we realize that Excel can operate on, and return, date and text values, the opportunity for efficiency greatly expands. This session covers key date and text functions. It also demonstrates how to greatly improve the utility of the conditional summing function by using comparison operators.
The session is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel, since you’ll 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:
• Determine the last day of the month with the EOMONTH function
• Use the MONTH and YEAR functions
• Build your own date with DATE function
• Use the CONCATENATE function
• Improve the use of SUMIFS with CONCATENATE