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Lookup Functions: Part 2
- Identify the alternative to typing out FALSE to indicate that VLOOKUP should seek an exact match.
- State what the MATCH function returns when the lookup_value is found.
- Recall the error that the CHOOSE function returns when the index number argument exceeds the number of values it has been given to display.
Overview of the webinar
Excel expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel’s lookup functions. While many users rely on VLOOKUP to return data from other locations in a worksheet, that’s not always the most efficient approach. In this comprehensive presentation, David reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, SUMIF, SUMIFS, SUMPRODUCT, IFNA, MAXIFS, and OFFSET functions.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 365 (formerly known as 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.
Who should attend?
- Accountants
- CPAs
- CFOs
- Controllers
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Auditors
- Human Resource Personnel
- Bookkeepers
- Excel Users
- Marketers
- Government Personnel
Why should you attend?
- Using the TEXT function to force lookup values to match text-based table arrays.
- Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
- Restricting users to enter dates within a given range or before/after a given date.
- Saving time when aggregating data from multiple worksheets with Excel’s INDIRECT function.
- Seeing how the HLOOKUP function enables you to perform horizontal matches.
- Learning why the INDEX and MATCH combination often is superior to VLOOKUP or HLOOKUP.
- Creating flexible VLOOKUP formulas with Excel’s COLUMN function to return the column index number.
- Using Excel’s OFFSET function to dynamically reference data from one or more accounting periods.
- Discovering how to use wildcards and multiple criteria within lookup formulas.
- Avoiding the complexity of nested IF statements with Excel’s CHOOSE function.
- Enabling VLOOKUP to look up data from the left (instead of only from the right) by using the CHOOSE function.
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.