Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting

Modern Bulding Façade with Balconies

Format: Video

This video covers the function that sums better than the SUM function for accounting professionals.

In addition, it reviews the data validation feature, which enables you to control what a user enters into a cell, and the conditional formatting feature, which enables you to format a cell based on its value.

Finally, the session concludes by reviewing a technique that addresses a major pitfall of Excel.

Learning outcomes: 

  • Effectively use the data validation feature
  • Format cells using the conditional formatting feature
  • Explore better options for summing
  • Effectively use skinny rows

Topics discussed:

  • Alternatives to the SUM feature
  • The data validation feature
  • The conditional formatting feature
  • Skinny rows

Field of study: Specialised knowledge & applications
Program level: Intermediate
Prerequisites: Working knowledge of Excel
Advance preparation: None
Estimated duration: 2 hours

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Instructor: Jeff Lenning, CPA, CITP

The resources have been designed specifically for accounting and finance professionals by Jeff Lenning, CPA, CITP, author of Excel University and award-winning Excel instructor who has helped thousands of accountants work more efficiently with Excel. He is also a Microsoft Certified Trainer and Microsoft Office Certified Excel Expert. 

Access: 12 months from purchase date

Note on CPE Requirements and Credits

System requirements

Member Price: £79.00

Non-Member Price: £99.00