Excel for Accounting Professionals Session 7: Date-Driven Workbooks and Concatenation
July 22, 2026
Webcast Replay
2 CPE Credits
Excel for Accounting Professionals Session 7: Date-Driven Workbooks and Concatenation
Realistic Excel training for skill development Shifting from manual inputs to automated formulas in Excel can help enhance data efficiency. Understanding that Excel can handle date and text values broadens the potential to improve efficiency when managing data in Excel. This webcast will focus on the following essential functions:
EOMONTH
MONTH and YEAR
DATE
CONCAT
SUMIFS with CONCAT Practical hands-on Excel learning exercises taught by a highly engaging expert In this webcast, you’ll develop your skills and implement Excel techniques that will boost the effectiveness of conditional summing functions using comparison operators. Additionally, you’ll gain in-depth knowledge of the following:
Adding helper columns
Distinguishing key function differences
Combining values *Session 7 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 8: Dynamic headers, mapping tables and error check] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-8--dynamic-headers-mapping-tables-and-error-check) to further prepare to tackle real-world issues and build powerful workbooks.*
Learning Objectives
Determine the last day of the month with the EOMONTH function.
Use the MONTH and YEAR functions.
Use your own date with DATE function.
Use the CONCAT function.
Apply the use of SUMIFS with CONCAT.
Major Topics
EOMONTH
MONTH and YEAR
DATE
CONCAT basics
SUMIFS with CONCAT
CPE Credits Available
2 CPE Credits
2
Specialized Knowledge
Things to Know About This Course
Course Level
Intermediate
Professional Area of Focus
Future Ready
Prerequisites
Working knowledge of Excel
Advanced Preparation
None
Intended Audience
Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel
