Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting

Speaker: Jeff Lenning, CPA, CITP

Format

Video

Level

Intermediate

Duration

2 hours

This video covers the function that sums better than the SUM function for accounting professionals. Also, it reviews the data validation and conditional formatting features and a technique to address a major pitfall of Excel.

Learning outcomes

Effectively use the data validation feature
Format cells using the conditional formatting feature
Explore better options for summing
Effectively use skinny rows

£79.00 (CIMA members only)

£99.00

VAT calculated on checkout

Product information

Overview

This video covers the function that sums better than the SUM function for accounting professionals.

In addition, it reviews the data validation feature, which enables you to control what a user enters into a cell, and the conditional formatting feature, which enables you to format a cell based on its value.

Finally, the session concludes by reviewing a technique that addresses a major pitfall of Excel.

Topics discussed:

Alternatives to the SUM feature
The data validation feature
The conditional formatting feature
Skinny rows

Who should take this course?

Accounting and finance professionals

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Field of study:	Specialised knowledge & applications
Prerequisites:	Working knowledge of Excel
Programme level:	Intermediate
Duration:	2 hours
Format:	Video
Access:	This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£79.00 (CIMA members only)

£99.00

VAT calculated on checkout

Speaker

Jeff Lenning, CPA, CITP
Author of Excel University In his live CPE training sessions, Jeff Lenning CPA CITP has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine.

Highlights After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen's Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching.

Professional Involvement He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.

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