Mastering Excel: Rising Above the VLOOKUP Function

On-Demand Schedule Mon, July 06, 2020 - Mon, July 13, 2020
Duration 60 Mins
Level Basic & Intermediate & Advanced
Webinar ID IQW20F0621

  • Using VLOOKUP to lookup data from another workbook
  • Comparing the MIN, SMALL, MAX, and LARGE functions
  • Troubleshooting other errors VLOOKUP can present such as #REF!, #NAME!, and #VALUE!
  • Exploring why VLOOKUP sometimes returns #N/A instead of the desired result
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function
  • Learn about the MINIFS function available in certain versions of Excel 2ExcludeInclude6
  • Performing dual lookups, which allow you to look across columns and down rows to cross-reference the data you need
  • Learning why the INDEX and MATCH combination often is superior to VLOOKUP or HLOOKUP
  • Employing the SUMIF function to add up values related to multiple instances of criteria that you specify
  • Using VLOOKUP to perform approximate matches
  • Learn about the MAXIFS function available in certain versions of Excel 2ExcludeInclude6
  • Diagnose #N/A errors that arise when numbers are stored as text in Excel, or text contains extraneous spaces

Overview of the webinar

Excel expert David Ringstrom, CPA, shares helpful tweaks you can use with the venerable VLOOKUP function. In this invaluable presentation, he explains alternatives to VLOOKUP, including the INDEX and MATCH, SUMIF, SUMIFS, SUMPRODUCT, IFNA, and OFFSET functions. Lookup formulas are far superior to manually searching for specific data elements in a spreadsheet. Many users rely on VLOOKUP to return data from other locations in a worksheet, but because using VLOOKUP isn’t always the most efficient approach, David explains alternatives.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Office 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 webcast.

Office 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. Learning Objectives are:

  • Apply a variety of lookup formulas in order to work more efficiently in Excel
  • Recognize why the INDEX and MATCH combination often is superior to VLOOKUP or HLOOKUP
  • Apply the SUMIF and SUMIFS functions

Who should attend?

  • Accountants
  • CPAs
  • CEO's / CFO's / CTO's
  • Controllers
  • Excel User
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Government Personnel

Why should you attend?

After attending the webcast, participants will be equipped to:

  • Utilize Excel lookup functions to become more efficient in Excel
  • Use the IFERROR function to display something other than an #N/A error value when VLOOKUP can’t find a match
  • Perform dual lookups, allowing you to look across columns and down rows to cross-reference data you need
  • Use the MATCH function to find the position of an item on a list
  • View two worksheets from within the same workbook at the same time
  • Use Excel’s OFFSET function to dynamically reference data from one or more accounting periods
  • Future-proof VLOOKUP by using Excel’s Table feature versus referencing static ranges

Faculty - Mr. David H. Ringstrom, CPA

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.

David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.

His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.

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