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.*
Learning 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.
Major Topics
- Excel shortcuts
- Conditional summing
- Removing duplicate values
- VLOOKUP function
