Excel Power Reporting with Mapping Tables (Currently Unavailable)
Author: Jeff Lenning
| CPE Credit: |
2 hours for CPAs |
In this session, we'll use two Excel items, tables and SUMIFS, together to build a mapping table.
A mapping table is a powerful technique that enables us to automate the data flow from export to report even when the labels are different and when aggregation needs to occur. In addition, we'll apply the data validation feature to reporting and discover how to create a comprehensive error-check worksheet that alerts us to potential workbook errors. 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
- Mapping Tables
- Data Validation and Reporting
- Improving Error Check with Boolean Values and the Logical AND Function
Learning Objectives
- Identify the data flow for reports when using a mapping table
- Recognize the feature that can be used to provide a filter for dynamic digital reports
- Recall the arguments of the AND and OR functions
Level
Intermediate
Instructional Method
Self-Study
NASBA Field of Study
Computer Software & Applications (2 hours)
Program Prerequisites
Be familiar with basic Excel functions 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, COUNTIFS, indentation, EOMONTH, MONTH, YEAR, DATE and CONCATENATE.
Advance Preparation
None
