Automating CAM Reconciliations in Excel Part 2 (Skills On-Demand)

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$ 99.00

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Course Description

(This course is the second part of a two-part series. Register here for Part 1.)

In the second course of a two-course series, Excel expert David H. Ringstrom, CPA, builds on the concepts shown in Part 1 by showing you how to use pivot tables to summarize your CAM results. He also demonstrates how to create gross-up calculations in Excel.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the course.

Microsoft 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Who should attend:
Practitioners that need to put together common area maintenance allocation spreadsheets.

Level: Intermediate


Learning objectives:

  • Build a CAM gross-up schedule from scratch.
  • Build a series of self-updating dates with Excel's DATE function.
  • Filter data within pivot tables in Excel 2010 and later by way of the Slicer feature.
  • Incorporate decisions into calculations with Excel's IF function.
  • Summarize CAM amounts and true ups with pivot tables.

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