Accelerate Excel: Master The Power of Lookup Functions

Only Excel Course You Need to Master Lookup Functions to Rapidly Develop Accurate Spreadsheets and Look up Information that Matters To Your Business.

Instructor :
David Ringstrom

Webinar ID:
2010

Date: MAY 16, 2024 (THU)

Start Time: 10 a.m. PT

Duration: 90 Mins

What you will learn

  • 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.
  • 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.
  • Implement Data Validation to ensure users make choices that VLOOKUP will recognize as valid.
  • Reconstruct spreadsheet data to use VLOOKUP as a better alternative to nesting IF functions.
  • Using VLOOKUP to look up data from another workbook.

Course Description

In this informative session, Excel expert David Ringstrom, CPA, introduces several lookup functions, including

  • VLOOKUP
  • HLOOKUP
  • MATCH
  • 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 …

In this informative session, Excel expert David Ringstrom, CPA, introduces several lookup functions, including

  • VLOOKUP
  • HLOOKUP
  • MATCH
  • 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
  • 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.

Why you should attend

  • 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.
  • Troubleshooting other errors VLOOKUP can present, such as #REF!, #NAME!, and #VALUE!.
  • Implementing Data Validation to ensure users make choices that VLOOKUP will recognize as valid.
  • 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.
  • Troubleshooting other errors VLOOKUP can present, such as #REF!, #NAME!, and #VALUE!.
  • Implementing Data Validation to ensure users make choices that VLOOKUP will recognize as valid.

Areas Covered

  • 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…
  • 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.

Who is this course for

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

Instructor Profile

Nationally recognized 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, later he began teaching continuing education classes as well. David’s mantra is “Either you work Excel, or it works you,” so...

Nationally recognized 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, later he began teaching continuing education classes as well.

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. His mission since is to offer quality training and consulting services on Microsoft Excel via live webcasts, on-demand self-study webcasts, and in-house engagements.

David has taught hundreds of webinars on Excel and other topics, in addition to speaking at conferences and in-house engagements.

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