This hands-on session opens with conditional summing. We then move to removing duplicates to create a list of unique report labels. We conclude with lookup basics. We discuss why we prefer lookups to direct cell references and explore the details of the most popular lookup function, VLOOKUP.
If you have not explored conditional summing yet, you are in for a surprise. Conditional summing is a game changer and will absolutely improve efficiency in your reporting workbooks.
Working knowledge of Excel.
Accounting and finance professionals who’d like to improve their mastery of Microsoft Excel.
Use the conditional summing feature. Remove duplicate values in your workbooks. Use the VLOOKUP function.
Jeff Lenning, CPA, CITP Click Consulting / Seal Beach, CA
Jeff Lenning, author of Excel University, is an award-winning Excel instructor who has provided continuing education to thousands of CPAs nationwide over the past 10 years.
He is a Microsoft Certified Excel Expert, and his Excel articles have been featured in trade publications such as the Journal of Accountancy and California CPA.
He is a former chair of the California CPA State Technology Committee, and has held a variety of other leadership positions within his local CalCPA chapter.
He worked at Arthur Andersen, Gateway computers, and Interpore Cross International. In 2000, he started Click Consulting, a technology consulting firm.
Non-Member Price $119.00
Member Price $99.00