Description

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.*

Instructor: Liam Bastick

Target Audience

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

Course 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.

Subjects

· Excel shortcuts

· Conditional summing

· Removing duplicate values

· VLOOKUP function

Prerequisites

Working knowledge of Excel