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Lookup Functions: Part 1
- State the column that a VLOOKUP function would return data from when a match is found on the lookup_value argument.
- Identify the data integrity improvement the Table feature adds to VLOOKUP.
- Recall the most common cause of a #REF! error returned by VLOOKUP.
Overview of the webinar
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 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?
- Learning about the MINIFS function available in Excel 2019 and Microsoft 365.
- Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
- Comparing the MIN, SMALL, MAX, and LARGE functions.
- Future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges.
- Implementing Data Validation to ensure users make choices that VLOOKUP will recognize as valid.
- Reconstructing spreadsheet data to use VLOOKUP as a better alternative to nesting IF functions.
- Troubleshooting other errors VLOOKUP can present, such as #REF!, #NAME!, and #VALUE!.
- Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
- Using VLOOKUP to look up data from another workbook.
- Simplifying multiple-field lookups with concatenation (combining fields into a single cell).
- Viewing two worksheets at the same time within the same workbook.
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.