Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

Overview

Boosting productivity with Excel
For those unfamiliar with conditional summing, you’re in for a revelation -it’s an impactful technique that improves productivity in creating reports. You’ll learn how to optimize Excel efficiency by

managing duplicates,

selecting appropriate shortcuts, and

performing lookups.

Practical hands-on Excel learning exercises taught by highly engaging expert in the field
You'll also deepen your skills and tackle real-world Excel workbooks that address the following:

Benefits of using lookup functions over direct cell referencing

A comprehensive exploration of the popular VLOOKUP function

Techniques for removing duplicates to create a distinct set of report labels

*Session 4 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching [Session 5: Error Trapping and Improving Lookups] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-5--error-trapping-and-improving-lookups) to further prepare to tackle real-world issues and build powerful workbooks.*

Highlights

Excel shortcuts

Conditional summing

Removing duplicate values

VLOOKUP function

Prerequisites

Working knowledge of Excel

Designed For

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

Objectives

Apply selected shortcuts designed to help with formulas and functions.
Calculate the sum of values in a range using conditional summing.
Differentiate between various uses of the remove duplicates feature for creating reports.
Determine the appropriate use of LOOKUP from a foundational perspective.

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by AICPA.