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 8: Dynamic Headers, Mapping Tables and Error Check

The Excel for Accounting Professionals webcast series concludes by applying many of the items covered at the same time. We start by discussing dynamic headers, and how important they are when automating reporting workbooks. Next, we review how to transpose the orientation of the conditional summing function to produce horizontal or crosstab reports. We review the idea of mapping tables and show how they are the key to unlocking major efficiency gains. Lastly, we use data validation in our digital reports and review a critical worksheet that belongs in just about every recurring-use workbook: ErrorCk. 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

• Create dynamic headers.
• Create horizontal reports.
• Use mapping tables.
• Use data validation to provide dynamic reports.
• Improve error checking.
• Apply 10-plus features, functions, and techniques in a single user workbook.

Who will it benefit?

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