Jeff Lenning, CPA, CITP


    Credit Info
  • NASBA Field of Study

    Specialized Knowledge

  • Format

    On demand

  • Level


  • CPE Credit


  • Course acronym

  • Prerequisites

    Working knowledge of Microsoft Excel

  • Course duration

    2 Hours

Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

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 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 webcast is designed with time for you to work along. During the session, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows.
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Topics discussed

Learning objectives

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

Who will it benefit?

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