Lookup Functions: Part 1

Level: Basic

Available Durations:

  • 50 minutes
  • 60 minutes
  • 75 minutes
  • 90 minutes
  • 100 minutes
  • 120 minutes

Description:

In this informative session, Excel expert David Ringstrom, CPA, introduces several lookup functions, including VLOOKUP, HLOOKUP, MATCH, and CHOOSE. These powerful Excel functions allow you to rapidly develop accurate spreadsheets and look up information, such as pay rates, item prices, and accounting results, versus manually linking to specific cells. David explains the context of when to use lookup functions, demonstrates troubleshooting techniques, and prepares you to deal with subtle issues that can prevent them from working properly.

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

Topics/Areas Typically Covered:

  • Making VLOOKUP look up data from the left by using the CHOOSE function.
  • Learning about the MINIFS function available in certain versions of Excel 2016.
  • Discovering how to use wildcards and multiple criteria within lookup formulas.
  • Seeing what types of user actions can trigger #REF! errors.
  • Learning about the IFNA function available in Excel 2013 and later.
  • Using the IFERROR function to display something other than an #N/A error value when VLOOKUP can’t find a match.
  • Avoiding the complexity of nested IF statements with Excel’s CHOOSE function.
  • Learning about the MAXIFS function available in certain versions of Excel 2016.
  • Performing dual lookups, which allow you to look across columns and down rows to cross-reference the data you need.
  • Seeing how the HLOOKUP function enables you to perform horizontal matches.
  • Comparing the MIN, SMALL, MAX, and LARGE functions.
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.

Learning Objectives/Why You Should Attend:

  • Apply the VLOOKUP and HLOOKUP functions.
  • Define how to improve spreadsheet integrity with Excel’s VLOOKUP function.
  • Recall how to use the MATCH worksheet function to identify differences between two lists.

Target Industries:

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

About the Instructor:

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Pricing and Format Options:

Click here to learn about the presentation format and view pricing information.

Click here to view other topics.