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


When we try to improve efficiency, we seek to delegate manual tasks to Excel. This implies that we seek to convert manual input cells into formula cells. When we realize that Excel can operate on and return date and text values, the opportunity for efficiency greatly expands. This webcast covers key date and text functions. It also demonstrates how to greatly improve the utility of the conditional summing function by using comparison operators. The webcast 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 webcast, 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 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

Upon completion of this webcast, 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.

Course Level
Professional Area of Focus
CPE Field of Study
Specialized Knowledge
Who Should Attend

Accounting and finance professionals who’d like to improve their mastery of Microsoft Excel


working knowledge of Excel

Advanced Preparation


Event Information
Sep 28, 2021
12:30 pm - 2:30 pm EDT
Total CPE Credits
Webcast Replay


$ (% off)


$ (% off)
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Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation

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