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Master complex data lookups, dynamic table management, and robust input controls to streamline your accounting workflows.
This course provides an in-depth exploration of advanced Excel features designed to enhance data management and reporting accuracy. It covers the practical application of wildcard characters in filters and lookup functions to handle inconsistent data, as well as strategies for managing tables, including header row limitations and total row customization. The content also addresses the simulation of table behaviors in ordinary ranges through dynamic named ranges and index-match combinations. Finally, the course details methods for improving user input interfaces, such as implementing dependent dropdowns, slicers, and data validation overrides to create more reliable and maintainable workbooks.
CPA and Microsoft Certified Trainer
In his live CPE training sessions, Jeff Lenning CPA has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen’s Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching. He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.