Webinar

Excel for Accounting Professionals Session 7: Data-Driven Workbooks and Concatenation

If you have questions about this event, please call us at 952-831-2707.

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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. 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, and 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 to further prepare to tackle real-world issues and build powerful workbooks.

Major subjects

• EOMONTH
• MONTH and YEAR
• DATE
• CONCAT basics
• SUMIFS with CONCAT

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

Who should take this program?

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

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $149.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.