Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

Online Event


Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

Speaker: Jeff Lenning, CPA, CITP

  • Format


  • Level


  • Duration


This session opens with conditional summing, a game-changer that will absolutely improve efficiency in your reporting workbooks

Learning outcomes

  • Remove duplicate values in your workbooks
  • Use the VLOOKUP function
  • Use the conditional summing feature

There are no upcoming dates for this Webcast

Product information


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 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. 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 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 exercises in the practice workbook, then moves to the next topic.

This format allows you to work alongside your instructor, rather than just watching passively, enabling you to immediately practice the skills demonstrated.

Topics discussed:

  • Conditional summing
  • Unique report labels
  • Lookup basics

Who should take this course?

  • Accounting professionals

Professional development

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

Prerequisites:Working knowledge of Microsoft Excel
Programme level:Intermediate
Access:This is a live event. You will have access to webcast on the date/time of broadcast and the archive for a year after the broadcast date.

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  • 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.