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Excel Enlightenment: Rising Above VLOOKUP

Excel Enlightenment: Rising Above VLOOKUP

Duration: 90 Minutes

Faculty: David Ringstrom | Level: Intermediate | Course ID: 0019

Overview:

Excel expert David Ringstrom, CPA, shares helpful tweaks you can use with the noteworthy VLOOKUP function. Many Excel users rely on VLOOKUP to return data from other locations in a worksheet. However, because using VLOOKUP isn’t always the most efficient approach, David explains alternatives, including the INDEX and MATCH, SUMIFS, SUMPRODUCT, IFNA, and OFFSET functions.

Learning Objectives:

  • Identify what you can use in place of the word TRUE in VLOOKUP to return an approximate match
  • Recall which menu contains the Text to Columns wizard
  • Define the arguments for the INDEX worksheet function

Why should you Attend:

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the 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.

Areas Covered in the Session:

  • Using the HLOOKUP function to look horizontally across rows in any version of Excel
  • Identifying situations where VLOOKUP may return #N/A instead of a value
  • Using the SUMIFS function to sum values based on multiple criteria
  • Removing the Table feature from a worksheet if it’s no longer needed
  • Learning about the IFNA function available in Excel 2013 and later
  • Investigating the risks associated with the obsolete LOOKUP function
  • Transforming numbers stored as text into values by way of the Text to Columns wizard
  • Learning what types of user actions can trigger #REF! errors
  • Using the SUMIFS function to sum values based on multiple criteria
  • Avoiding the complexity of nested IF statements with Excel’s CHOOSE function
  • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts
  • Understanding how the VLOOKUP function allows you to look up data instead of having to manually reference individual cells

Who Will Benefit:

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