Jeff Lenning, CPA, CITP


    Credit Info
  • NASBA Field of Study

    Specialized Knowledge

  • Format

    On demand

  • Level


  • CPE Credit


  • Course acronym

  • Prerequisites

    Working knowledge of Excel

  • Course duration

    2 Hours

Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation

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 webcast 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 webcast is designed with time for you to work along. During the webcast, 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

• 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.

Who will it benefit?

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