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Select and Aggregate Data Using Excel’s Complex Logic (LGMC)

Customer Rating
Field of Study
Computer Software & Applications
Level
Intermediate
Credits
1
Qualifies For
CPE



Price:  $9.99
When confronted with large amounts of data on an Excel worksheet, it can be a daunting task to identify and summarize only those items that meet more than one criterion. Using the example of inventory, if you had a list of all inventory items in a warehouse and wanted to know how many items were from product line X, you could easily use a pivot table to summarize the inventory by product line and determine the answer. However, if you need to know which inventory items were manufactured in Plant A and were from product line X or were specific model number 123YZ, then identifying and summarizing the units that meet that criteria becomes much more difficult. This course provides the tools in Excel to easily identify and summarize items in a list that meet complex criteria. The focus is on the use of Excel’s logic functions (AND, OR, NOT) as well as IF functions, Boolean Logic, the SUMIFS and the SUMPRODUCT functions. Using these tools, finding and summarizing large amounts of data that meet multiple criteria should be quick and easy.

Additional information

Credits

1

Format

Self-Study Download

Company Code

Self Study

Yellow Book Approved

0

CFP Approved

0

IRS Approved

0

CTEC Approved

0

Field of Study Credits

Computer Software & Applications (Non-Technical) (1)

Field of Study Department

Computer Software & Applications (Non-Technical)

Course Version

2019-01

CPE Approved

1

Pre-requistes:

None

Knowledge Level:

Intermediate

Major Topics:

  • Overview of various functions to select and aggregate data

Learning Objectives:

  • Recognize the uses of BooleanLogic in Excel to identify and aggregate data
  • Associate the SUMPRODUCT and SUMIFS functions with using logical conditions to aggregate data
  • Recognize the uses of the IFfunction, the AND function and the OR function to identify data

Designed For:

All CPAs
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