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.*

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.

Highlights

Excel shortcuts

Conditional summing

Removing duplicate values

VLOOKUP function

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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