Surgent's Excel Tables and Conditional Summing

Overview

In this webinar we will explore the powerful concept of splitting data from reports and dig into the mechanics that enable this technique. The key feature discussed is the Tables feature, and the key function discussed is the multiple-condition summing function. We will illustrate these items in a variety of ways, including building crosstab style reports and mapping tables.

Objectives

• Understand how and when to use the Table feature
• Comprehend the function arguments for conditional summing
• Discover how to use the mapping table technique

Highlights

• Using the Table object to store data
• Using the conditional summing function to aggregate Table data
• Using the Table object to create mapping tables

Designed For

Accounting professionals using Excel for Windows

Prerequisites

Surgent’s Excel Lookups: Moving Beyond VLOOKUP Limitations (EXLU), or, comparable knowledge about VLOOKUP

Preparation

None

Notice

To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange “Launch Event” button.