Level: Intermediate

Available Durations:

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


Microsoft announced the new XLOOKUP function for Microsoft 365 in August 2019. As is typical for Microsoft 365 features, this function will be pushed out to users in waves. In this presentation you’ll get an overview of the new XLOOKUP function and see how it compares to both VLOOKUP, HLOOKUP and INDEX/MATCH, as well as the similarities that XLOOKUP has with the obsolete LOOKUP function in Excel.

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:

• Determining if you have the subscription-based Microsoft 365 version of Excel or a perpetually licensed version.

• Reviewing the LOOKUP function and its limitations.

• Improving the integrity of spreadsheets with Excel’s VLOOKUP function.

• Using the HLOOKUP function to look across rows instead of down columns.

• Contrasting INDEX/MATCH to VLOOKUP.

• Introducing the XLOOKUP worksheet function.

• Using XLOOKUP to find the last match.

• Using XLOOKUP to find lookups to the LEFT (instead of only to the right with VLOOKUP).

• Contrast how XLOOKUP defaults to an exact match instead of an approximate match like VLOOKUP.

• Return a cell range, instead of a single value, which means you can return multiple values.

• Understand wildcard support in XLOOKUP versus VLOOKUP.

• Find approximate matches without sorting.

• Contrast the MATCH function to the new XMATCH function.

• Learn about the Microsoft Excel Insider program that can help speed up access to forthcoming new features in Microsoft 365.

Learning Objectives/Why You Should Attend:

  • Identify the purpose of Excel’s XLOOKUP function.
  • State the purpose of the column_index_num argument within VLOOKUP.
  • Identify the number of criteria pairs that you can specify in the MAXIFS function.
  • State what the MATCH function returns when the lookup_value is found.

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 the owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. Throughout his career David has spoken at conferences on Microsoft Excel, and written dozens of freelance articles about spreadsheets. He offers Excel and Access training and consulting services nationwide.
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