Excel Date Functions and Lookup Strategies (Currently Unavailable)
Author: Jeff Lenning
| CPE Credit: |
2 hours for CPAs |
Dates are often an integral part of our worksheets and understanding that Excel has functions that operate on, and return, date values helps improve efficiency.
We'll cover a few date functions that are sure to help. In addition, we'll discuss lookup strategies by considering the SUMIFS function to perform tasks that have been historically accomplished with traditional lookup functions.
Note: this course is designed for Microsoft Excel for Windows, and selected items may not be available in Excel for Mac.
Publication Date: June 2014
Designed For
Accounting professionals looking to learn more about Microsoft Excel for Windows.
Topics Covered
- Indentation
- Perform Lookups with SUMIFS
- Determine the Last Day of the Month with EOMONTH
- Date Parts — MONTH and YEAR
- Build Your Own Date with DATE
Learning Objectives
- Recognize the recommended approach for indenting report labels
- State which function returns the last day of the month
- Recall the arguments of the DATE function
Level
Intermediate
Instructional Method
Self-Study
NASBA Field of Study
Computer Software & Applications (2 hours)
Program Prerequisites
Be familiary with basic excel functions including including named references, tables, data validation, conditional formatting, SUBTOTAL, skinny row, cell styles, nested functions, conditional summing, and remove duplicates, VLOOKUP, MATCH, INDEX, IF, IFERROR, ISERROR, AND COUNTIFS.
Advance Preparation
None
