Excel for Accounting Professionals Session 6: List Comparisons and Indenting

Overview

Major benefits of detailed Excel workbooks
Understanding list comparisons in Excel is vital for improved workbook efficiency. In this webcast, the facilitator will walk you through comprehensive learning exercises that provide an overview of the following topics:

Performing list comparisons

Building multicolumn list comparisons

Using lookups

Indenting commands

In-depth training for Excel upskilling
This webcast is crafted to enable active participation as you follow the demonstrations. It will navigate you through the intricacies associated with working Excel columns, helping you to apply key functions effectively for significant improvements through the following:

ISERROR

COUNTIFS

SUMIFS

*Session 6 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 7: Data- Driven Workbooks and Concatenation] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-7--date-driven-workbooks-and-concatenation) to further prepare to tackle real-world issues and build powerful workbooks.*

Objectives

Apply Excel's LOOKUP function to perform list comparisons.
Use the ISERROR function to detect errors.
Use the COUNTIFS function to perform multicolumn list comparisons.
Determine appropriate application of indentation for efficiency gains.
Compare traditional LOOKUP functions to multiple condition summing function.

Highlights

List Comparisons

The ISERROR Function

Multicolumn Lists with COUNTIFS

Indentation

Perform Lookups with SUMIFS

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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