Advanced Excel Skills for Accountants Finance & Payroll Professional 2025

Adding fields to a blank pivot table to create instant reports. | Contrasting the INDEX and MATCH combination with VLOOKUP or HLOOKUP. | Creating a pivot table to transform lists of data into on-screen reports. | Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook. | Discovering four different ways to remove data from a pivot table report. | Discovering how to use wildcards and multiple criteria within lookup formulas. | Distinguishing the differences among pivot table-related menus in Excel 2013 and later versions versus older versions of Excel. | Employing the SUMIF function to sum values related to multiple instances of criteria you specify. | Explaining the new XLOOKUP worksheet function being rolled out to Microsoft 365 users. | Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature. | Identifying situations where VLOOKUP may return #N/A instead of a value. | Identifying the ideal data for analysis with Excel’s PivotTable feature. | Integrating data on web pages into your workbooks and creating automatic links. | Learning about the IFNA function available in Excel 2013 and later. | Learning what types of user actions can trigger #REF! errors. | Performing dual lookups, which allow you to look across columns and down rows to cross-reference the data you need. | Summarizing data from Access databases with pivot tables, even if you don’t have Microsoft Access installed. | Transforming numbers stored as text into values by way of the Text to Columns wizard. | Understanding how the VLOOKUP function allows you to look up data instead of having to manually reference individual cells. | Using the HLOOKUP function to look horizontally across rows in any version of Excel. | Using the MATCH function to find the position of an item in a list. | Using the SUMIFS function to sum values based on multiple criteria. | Using VLOOKUP to perform approximate matches. | Utilizing Excel’s IFERROR function to display alternate values when VLOOKUP returns an error.

Through this session, you will be able to:

1. Apply various lookup functions to work more efficiently in Excel.
2. Recognize why the INDEX and MATCH combination is often superior to VLOOKUP or HLOOKUP.
3. Contrast pivot tables to lookup functions

1. Accountants
2. CPAs
3. CFOs
4. Controllers
5. Income Tax Preparers
6. Enrolled Agents
7. Financial Consultants
8. IT Professionals
9. Auditors
10. Human Resource Personnel
11. Bookkeepers
12. Excel Users
13. Marketers
14. Government Personnel

Note: You will get access to the Recording link and E-Transcript; in your account and at your registered email address.