Excel for Accounting Professionals Session 7: Date-Driven Workbooks and Concatenation
Online
2.00 Credits
Member Price $89.00
Non-Member Price $109.00
Overview
Realistic Excel training for skill development
Shifting from manual inputs to automated formulas in Excel can help enhance data efficiency. Understanding that Excel can handle date and text values broadens the potential to improve efficiency when managing data in Excel.
This webcast will focus on the following essential functions:
Practical hands-on Excel learning exercises taught by a highly engaging expert
In this webcast, you'll develop your skills and implement Excel techniques that will boost the effectiveness of conditional summing functions using comparison operators. Additionally, you'll gain in-depth knowledge of the following:
*Session 7 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 8: Dynamic headers, mapping tables and error check] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-8--dynamic-headers-mapping-tables-and-error-check) to further prepare to tackle real-world issues and build powerful workbooks.*
Objectives
- Determine the last day of the month with the EOMONTH function.
- Use the MONTH and YEAR functions.
- Use your own date with DATE function.
- Use the CONCAT function.
- Apply the use of SUMIFS with CONCAT.
Highlights
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.
Leader(s):
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).
Non-Member Price $109.00
Member Price $89.00