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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.
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.
Topics/Areas Typically Covered:
- 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.
Learning Objectives/Why You Should Attend:
- 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.
- Accounting and Finance
- Excel Users
- Human Resources
Target Job Title:
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Human Resource Personnel
- Excel Users
- 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).
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