This hands-on session starts by discussing dynamic headers, and how important they are when automating reporting workbooks. Next, we review how to transpose the orientation of the conditional summing function to produce horizontal or crosstab reports. We review the idea of mapping tables and show how they are the key to unlocking major efficiency gains. Lastly, we use data validation in our digital reports and review a critical worksheet that belongs in just about every recurring-use workbook: ErrorCk.
Explore dynamic headers, mapping tables and error checking in Excel.
Working knowledge of Excel.
Accounting and finance professionals who’d like to improve their mastery of Microsoft Excel.
Create dynamic headers. Create horizontal reports. Use mapping tables. Use data validation to provide dynamic reports. Improve error checking. Apply 10-plus features, functions, and techniques in a single user workbook.
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