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Monday, April 14, 2025 Live Webcast

Excel Tables and Conditional Summing (X1-EXTB-2025-01-WEBNR-104-01)

10:00 AM - 12:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

In this webinar we will explore the powerful concept of splitting data from reports and dig into the mechanics that enable this technique. The key feature discussed is the Tables feature, and the key function discussed is the multiple-condition summing function. We will illustrate these items in a variety of ways, including building crosstab style reports and mapping tables.

DESIGNED FOR

Accounting professionals using Excel for Windows.

BENEFITS

  • Understand how and when to use the Table feature
  • Comprehend the function arguments for conditional summing
  • Discover how to use the mapping table technique

HIGHLIGHTS

  • Using the Table object to store data
  • Using the conditional summing function to aggregate Table data
  • Using the Table object to create mapping tables

COURSE LEVEL

Basic

PREREQUISITES

Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations (EXLU), or, comparable knowledge about VLOOKUP.

ADVANCE PREPARATION

None

INSTRUCTOR

Jeff Lenning

Jeff Lenning

Jeff is in charge of the day-to-day management and operations of the company. He is a nationally recognized speaker, author, and trainer, and provides Microsoft Excel and Access training to enterprise clients and provides continuing education to CPAs on technology related topics including Excel and Access. The Journal of Accountancy and other publications have featured many of his technology related articles. Jeff is heavily involved in the accounting profession. He is a former chair of the California CPA State Technology Committee, the co-chair of the California CPA OCLB Chapter Technology Committee, a Board Member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. He is a Microsoft Office Certified Excel Expert.

He began his career at Arthur Andersen in the Orange County office in the audit practice. He then worked at Gateway computers as a Senior Financial Analyst, and then at Interpore Cross International as the Accounting Manager. In 2000, he started Click Consulting, a technology consulting firm which specializes in network support and web-application development.

PRICING

$89.00 - Member

$109.00 - Nonmember

Register Today


Note: Online pre-registration will close on April 14 at 9:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent