Master Excel: Transcend the VLOOKUP Function


Monday, February 11, 2019   |   10:00 AM PST | 01:00 PM EST   |   Duration: 60 Minutes      

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In this session 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, And learn how to apply the VLOOKUP and HLOOKUP functions, Also learn how to improve the integrity of your spreadsheets with Excel's VLOOKUP function.
David Ringstrom   Product Id : 502357
  Instructor : David Ringstrom

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Overview:

Excel expert David Ringstrom, CPA, introduces several lookup functions, including VLOOKUP, HLOOKUP, MATCH, and CHOOSE, in this valuable presentation. 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 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.

Why should you Attend: Practitioners who may benefit from working more efficiently in Excel by utilizing lookup formulas.

  • Learn how to future-proof VLOOKUP by using Excel's Table feature versus referencing static ranges
  • Learn how to improve the integrity of your spreadsheets with Excel's VLOOKUP function
  • Learn how to apply the VLOOKUP and HLOOKUP functions
  • Learn how to use the MATCH worksheet function to identify differences between two lists

Areas Covered in the Session:
  • Removing the Table feature from a worksheet if it's no longer needed
  • Using the MATCH function to find the position of an item in a list
  • Using VLOOKUP to perform approximate matches
  • Utilizing Excel's IFERROR function to display alternate values when VLOOKUP returns an error
  • Contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP
  • Performing dual lookups, which allow you to look across columns and down rows to cross-reference the data you need
  • Future-proofing VLOOKUP by using Excel's Table feature versus referencing static ranges
  • Improving the integrity of spreadsheets with Excel's VLOOKUP function
  • Identifying situations where VLOOKUP may return #N/A instead of a value
  • Comparing HLOOKUP to VLOOKUP for performing horizontal matches versus vertical matches
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify

Who Will Benefit:
  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Excel User
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Government Personnel


Speaker Profile
David 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.




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