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Excel for Accounting Professionals Session #7: Date Driven Workbooks and Concatenation


Mar 27, 2014 1:00pm ‐ Mar 27, 2014 2:40pm


Credits: None available.

Description

This session opens with how to use Excel’s lookup functions to perform list comparisons. And, how to perform multicolumn list comparisons without first combining several columns into a single lookup column. We discuss how a minor detail like how we indent can produce major efficiency gains. We end the session by comparing traditional lookup functions to Excel’s multiple condition summing function.
The session is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel, since you’ll be completing the same exercises demonstrated by the instructor. A link will be provided so you can download the necessary Excel files. During the session, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows. For each topic presented, the instructor explains the topic and demonstrates it with Excel exercises. Then, the instructor provides time for you to complete many of the same exercises. Finally, the instructor demonstrates the solutions for all of the exercises in the practice workbook, and then moves to the next topic. This format allows you to work along rather than just watch passively, enabling you to immediately practice the skills demonstrated.


Learning Objectives:
When you complete this course you will be able to:

  • Determine the last day of the month with the EOMONTH function
  • Use the MONTH and YEAR functions
  • Build your own date with DATE function
  • Use the CONCATENATE function
  • Improve the use of SUMIFS with CONCATENATE

Speaker(s):

Credits

  • 0.00 - Specialized Knowledge & Application

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