Excel for Accountants: Mapping Tables

Automate reporting tasks with a mapping table
Instructed by: Jeff Lenning | Subject: Office Productivity , Microsoft

Excel for Accountants: Mapping Tables

About This Course

In this course, author and award-winning instructor Jeff Lenning CPA demonstrates the technique featured in his Journal of Accountancy article The Power of Mapping Tables. If you use Microsoft Excel to generate reports, this course is for you. We discuss the benefits of storing source data in tables, how to use the SUMIFS function to conditionally sum transactions, and how to translate labels with a mapping table.

Microsoft introduced tables in Excel 2007, and this feature is a game-changer. If you do not store your data in tables, you are missing out on a simple way to improve the reliability of your workbooks. Converting an ordinary range into a table provides many special benefits, and we'll discuss these special properties in the course.

Also with the roll-out of Excel 2007, Microsoft introduced a new worksheet function: SUMIFS. This too is a game-changer. Performing multiple-condition summing in earlier versions of Excel was challenging, and required clever functions such as SUMPRODUCT or array formulas. For many workbooks, these can be replaced with the SUMIFS function. We'll discuss the function's arguments and demonstrate several practical applications.

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Instructor

Instructor   Jeff Lenning

Award-winning instructor and author of Excel University, Jeff Lenning CPA has helped thousands of accountants work more efficiently with Microsoft Excel. Jeff is a Microsoft Certified Trainer and a Microsoft Certified Excel Expert. He has provided continuing education to CPAs for the past 10 years, and many of his Excel articles have been featured in industry publications such as the Journal of Accountancy and California CPA Magazine.

Highlights

Jeff began his career in the audit practice at Arthur Andersen. 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. In 2012, he launched Excel University.

Professional Involvement

He has served in a variety of leadership positions in the California Society of CPAs, including president of the CalCPA OCLB Chapter, chair of the CalCPA State Technology Committee, chair of the CalCPA OCLB Chapter Technology Committee, board member of the CalCPA OCLB Chapter, and a CalCPA Council Member.


Course Info

Excel for Accountants: Mapping Tables Excel for Accountants: Mapping Tables Reviewed by Acamig Courses on November 15, 2018 Rating: 5
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