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Excel resources

The CGMA Store's Excel training resources are designed specifically for accounting and finance professionals. With this range of CPD resources, you will learn to leverage Excel features, functions and techniques to their full potential.

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Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

This video opens with conditional summing, which will absolutely improve efficiency in your reporting workbooks. It also explores lookup basics and why lookups are preferable to direct cell references and the details of VLOOKUP.

£79.00 (members only)
£99.00

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Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups

As popular as the VLOOKUP function is, it has limitations. This video walks through the limitations, suggests how to improve the VLOOKUP function, and discusses how to move beyond VLOOKUP altogether.

£79.00 (members only)
£99.00

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Excel for Accounting Professionals Session 6: List Comparisons and Indenting

This video explains how to use Excel's lookup functions to perform list comparisons, and how to perform multicolumn list comparisons without first combining several columns into a single lookup column.

£79.00 (members only)
£99.00

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Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation

This video covers key date and text functions. It also demonstrates how to greatly improve the utility of the conditional summing function by using comparison operators.

£79.00 (members only)
£99.00

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Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check

This video discusses dynamic headers and their use in automating reporting workbooks. It reviews how to transpose the orientation of the conditional summing function to produce horizontal or crosstab reports.

£79.00 (members only)
£99.00

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