Excel Reporting Made Easy w/ Concatenation & Dynamic Headers (Currently Unavailable)
Author: Jeff Lenning
| CPE Credit: |
2 hours for CPAs |
In this session, we'll discuss joining text strings and how this simple idea creates huge effiency gains in reporting.
Since SUMIFS supports comparison operators, we'll discover that using concatenation in our report formulas enables us to use dynamic headers to generate dynamic reports. 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
Topics Covered
- Concatenation Basics
- Improve SUMIFS with CONCATENATE
- Dynamic Headers
- Horizontal Reports
Learning Objectives
- Recognize which function joins multiple text values
- Recall how to use comparison operators with the SUMIFS function
- Identify the worksheet functions that can help build dynamic headers
Level
Intermediate
Instructional Method
Self-Study
NASBA Field of Study
Computer Software & Applications (2 hours)
Program Prerequisites
Be familiar with the basic functions of Excel 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, COUNTIFS, indentation, EOMONTH, MONTH, YEAR, and DATE.
Advance Preparation
None
