Select & Aggregate Data using Excel’s Complex Logic

Price: $9.75

CPE Credits: 1

Category: ,

Course Number: COLOGIMC

excel complex logic puzzle

Description:
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. Table of Contents

Delivery Method: Online QAS Self Study.

Level: Intermediate.

Prerequisites: None

Advanced Preparation: None

Author: Joseph P. Helstrom, CPA

Publication: September 2016

Format: PDF and Excel exercise file
Pages: 71

Version: Excel 2007 and higher

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • 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

Description:
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. Table of Contents

Delivery Method: Online QAS Self Study.

Level: Intermediate.

Prerequisites: None

Advanced Preparation: None

Author: Joseph P. Helstrom, CPA

Publication: September 2016

Format: PDF and Excel exercise file
Pages: 71

Version: Excel 2007 and higher

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • 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
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