Event Description

Accounting spreadsheets frequently require more than a straightforward lookup or SUM formula. This session explores several approaches to complex problems, from retrieving the last matching record to target-matching with Solver and protecting important workbook work.

This presentation answers the question:

How can I choose Excel techniques for accounting problems that go beyond routine formulas?

Topics typically covered:

· Advanced lookups: XLOOKUP versus older lookup tools, finding the last match.

· Conditional aggregation: SUMIF for matching criteria.

· Target matching: Solver add-in, matching a target sum.

· Workbook resilience: AutoRecover, cloud-based version recovery.

Objectives

Learning objectives

· Recognize when XLOOKUP can retrieve a last matching record.

· Identify a target-matching problem suited to Solver.

· Describe workbook recovery options for local and cloud-based files.