Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check

Excel

Video

Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check

Speaker: Jeff Lenning, CPA, CITP

  • Format

    Video

  • Level

    Intermediate

  • Duration

    2 hours

This video discusses dynamic headers and their use in automating reporting workbooks. It reviews how to transpose the orientation of the conditional summing function to produce horizontal or crosstab reports.

Learning outcomes

  • Create dynamic headers
  • Create horizontal reports
  • Use mapping tables
  • Use data validation to provide dynamic reports
  • Improve error checking
  • Apply 10-plus features, functions and techniques in a single user workbook

£79.00 (CIMA members only)

£99.00

VAT calculated on checkout

Product information

Overview

This video begins by discussing dynamic headers and their use in automating reporting workbooks.

It reviews how to transpose the orientation of the conditional summing function to produce horizontal or crosstab reports.

It explores how mapping tables can lead to major efficiency gains.

Finally, it covers data validation in digital reports and reviews a critical worksheet that belongs in just about every recurring-use workbook: ErrorCk.

Topics discussed:

  • Headers
  • Horizontal reports
  • Mapping tables
  • Data validation
  • ErrorCk

Who should take this course?

  • Accounting and finance professionals

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Field of study: Specialised knowledge & applications
Prerequisites:Working knowledge of Excel
Programme level:Intermediate
Duration:2 hours
Format:Video
Access:This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£79.00 (CIMA members only)

£99.00

VAT calculated on checkout

Speaker

  • Jeff Lenning, CPA, CITP

    Author of Excel University In his live CPE training sessions, Jeff Lenning CPA CITP has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine.

    Highlights After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen's Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching.

    Professional Involvement He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, 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. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.