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Managing External Data and How to Get the Most Out of Subtotals (4152738B)
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Do you shy away from Excel's built-in macro capabilities? If so, you should know that harnessing their power is easier than you think. Learn some quick tips and easy guidelines, from cell formatting to adding formulas to a worksheet, that will help eliminate your macro reservations and save you valuable time.

When: 12/7/2015
12:00 PM - 2:00 PM
Where: Webcast/Webinar
Presenter: Jeff S. Lenning, CPA, CITP
Contact: April Deneault

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Explore top features of Excel, including lookups, external data, subtotal function, subtotal feature and auto filters, that improve productivity and efficiency.



Identify Excel features that improve productivity.
Recall Excel worksheet functions that complement the features discussed.
Determine how to use Excel to automate selected manual tasks.


Major Subjects:

Lookups: A better way to get a value from one cell to another
External data: Pull a range of data from another application or database
Subtotal function: A superior alternative to the SUM function
Subtotal feature: Auto-insert subtotal functions
Auto-filter: Use in conjunction with subtotal function to create an interactive report


Designed For:

Accounting and finance professionals who use Excel in their jobs.

Prerequisite: General working knowledge of Excel and be familiar with basic formulas and navigation within the Excel interface.


Advanced Prep: None


Speaker: Jeff S. Lenning, CPA, CITP

Vendor: CalCPA

Field of Study: Info Tech

Level:  Intermediate

CPE Credit: 2 hours

Acronym: MED


Registration Fees:

Members: $70

Nonmembers: $94


Meet the Speaker:

Jeff Lenning of Click Consulting, Inc., is a CPA and published author.  He has written several articles for the Journal of Accountancy and other publications.  His firm specializes in providing computer consulting services to CPA firms and their clients.  

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