Excel for Accounting Professionals Session 4: Conditional Summing and Lookups


This session opens with conditional summing. If you have not explored conditional summing yet, you are in for a surprise. Conditional summing is a game changer, and will absolutely improve efficiency in your reporting workbooks. We then move to removing duplicates in order to create a list of unique report labels. We conclude with lookup basics. We discuss why we prefer lookups to direct cell references and explore the details of the most popular lookup function, VLOOKUP. The session is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel, since you’l 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.
Topics Discussed:
• Conditional summing
• Removing duplicates

Learning Objectives
  1. Use the conditional summing feature
  2. Remove duplicate values in your workbooks
  3. Use the VLOOKUP function
Major Topics
  1. Conditional summing Removing duplicates VLOOKUP
CPE Field of Study
Who Should Attend
Accounting professionals in public practice or business and industry
Course Level
Jeff Lenning
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Dec 7, 2016
3:00 pm - 5:00 pm
Total CPE Credits
Jeff Lenning


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Excel for Accounting Professionals Session 4: Conditional Summing and Lookups