Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

Speaker: Jeff Lenning, CPA, CITP

Format

Video

Level

Intermediate

Duration

2 hours

This video opens with conditional summing, which will absolutely improve efficiency in your reporting workbooks. It also explores lookup basics and why lookups are preferable to direct cell references and the details of VLOOKUP.

Learning outcomes

Use the conditional summing feature
Remove duplicate values in your workbooks
Use the VLOOKUP function

£79.00 (CIMA members only)

£99.00

VAT calculated on checkout

Product information

Overview

This video opens with conditional summing, which is a game changer and will absolutely improve efficiency in your reporting workbooks.

It also explores removing duplicates in order to create a list of unique report labels.

It concludes with lookup basics and why lookups are preferable to direct cell references and explores the details of the most popular lookup function, VLOOKUP.

Topics discussed:

Conditional summing
Removing duplicates to create unique report labels
Lookup basics and the details of VLOOKUP

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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