Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check

Overview

Relevant Excel methods for accounting experts
In Excel, there are several opportunities to apply features, functions and methods to build a dynamic workbook. In this hands-on demonstration of several Excel skills, you’ll review the following topics through engaging expert-led instruction:

Dynamic headers

Horizontal reports

Mapping Tables

Data Validation

Excel error checking skill development
Designed with time for you to work along with the facilitator, this webcast examines the importance of automating reporting workbooks in Excel.
You will review various topics, including:

Horizontal or crosstab reports

Mapping tables and how they are the key to unlocking major efficiency gains.

Data validation in digital reports

Error Check

*Session 8 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 other parts of the bundle. [Excel for Accounting Professionals Webcast Series] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-webcast-series-bundle) to further prepare to tackle real-world issues and build powerful workbooks.*

Objectives

Apply dynamic headers and horizontal orientation for reports.
Use mapping tables to automate formula-based reports.
Use data validation to provide dynamic reports.
Apply error checking for worksheets.
Determine appropriate use of features, functions, and techniques in single user Excel workbook.

Highlights

Dynamic headers

Horizontal reports

Mapping Tables

Data Validation

Improve error checking

Concepts applied

Designed For

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

Prerequisites

Working knowledge of Excel

Notice

You will receive an email from the AICPA with instructions to access the webinar.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Liam Bastickaicpa, AICPA

Leader Bios

Liam Bastickaicpa, AICPA

Liam Bastick FCA, FCMA Liam has over 30 years of experience in financial model development, auditing, valuations, M&A, strategy, training, and consultancy. He is the Managing Director of the boutique modelling firm, SumProduct, providing corporate finance modeming assistance, training, and consulting to clients worldwide. A regular author and editor of accounting, modelling, and Excel articles, Liam has written various books, including Excel Insights, Introduction to Financial Modelling, and Financial Modelling for Power BI. He is also an award-winning trainer, recognized 13 times as a Most Valuable Professional (MVP) in Excel by Microsoft, and appointed worldwide. He won the inaugural Lifetime Achievement Award for Financial Modelling (FMI) in 2021 and was a finalist for the Lifetime Achievement Award in MS Excel (2023) (GES).

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