Lookup Functions: Part 2

Level: Intermediate

Available Durations:

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

Description:

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 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:

  • Restricting users to enter dates within a given range or before/after a given date.
  • Learning about the MINIFS function available in certain versions of Excel 2016.
  • Using the SUMIF function to summarize data based on a single criterion.
  • Discovering the capabilities of the SUMPRODUCT function.
  • Saving time when aggregating data from multiple worksheets with Excel’s INDIRECT function.
  • Learning how VLOOKUP stops looking after it finds an initial match within a list.
  • Seeing how the HLOOKUP function enables you to perform horizontal matches.Using Excel’s OFFSET function to dynamically reference data from one or more accounting periods.
  • Learning why the INDEX and MATCH combination often is superior to VLOOKUP or HLOOKUP.
  • Learning about the IFNA function available in Excel 2013 and later.
  • Seeing how to view two worksheets from within the same workbook at the same time.
  • Learning about the MAXIFS function available in certain versions of Excel 2016.

Learning Objectives/Why You Should Attend:

  • Apply a variety of lookup functions 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.

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.