Webcast: Excel for Accounting Professionals Session 4: Conditional Summing and Lookups (XAEXAP417)
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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 designe

7/14/2017
When: 07/14/2017
1:00 PM until 3:00 PM
Where: Webcast
AICPA
1346501:884DF3DDDC0DB7F5C691B0CBE8AC76CC
United States
Presenter: Jeff Lenning, CPA, CITP


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Acronym XAEXAP417
CPE 2 hours
Vendor AICPA
Category
Management
Level Intermediate
Prerequisite working knowledge of Excel
Adv Prep None
Yellow Book? No
Designed for
Registration
Member $99
CPA Non-Member $129

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

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’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.

Objectives
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