Excel for Accounting Professionals Session 4: Conditional Summing and Lookups
April 14, 2026
Webcast Replay
2 CPE Credits
Excel for Accounting Professionals Session 4: Conditional Summing and Lookups
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
CPE Credits Available
2 CPE Credits
2
Specialized Knowledge
Things to Know About This Course
Course Level
Intermediate
Professional Area of Focus
Technology
Prerequisites
Working knowledge of Excel
Advanced Preparation
None
Intended Audience
Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel
