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Building on the firm foundation established in the first volume, the second installment in the Excel University series continues to explore the Excel features, functions and techniques relevant to accounting and finance professionals. Volume 2 focuses on how to automate recurring-use reports. Amounts in hands-free reports update the instant updated data is inserted into the workbook, for example, when an updated trial balance is pasted into the data sheet. This volume covers the Excel items needed to build and automate reports, including lookups, dynamic headers, mapping tables, error...

During live CPE training sessions, and through Excel articles featured in magazines such as the Journal of Accountancy and California CPA Magazine, Jeff Lenning, founder of Excel University, Inc., has shown thousands of CPAs and accounting professionals across the country how to use Excel more effectively. Drawing on his experience as an auditor, a financial analyst in industry, an accounting manager at a public company, and a consultant, he has demonstrated how to leverage Excel in order to improve efficiency by reducing the time it takes to complete job tasks. Written to reach those he...

The third installment in the Excel University series picks up right where Volume 2 leaves off. In the final exercise of Volume 2, we created a formula-based report that required several features and functions. In Volume 3, we build that same report without writing a single formula. We create it with the PivotTable feature. The first section of this volume covers PivotTable basics and concludes with a comparison between formula-based and PivotTable reports. The second section explores various report layout and design options that enable us to replace our formula-based reports with PivotTables...