Mastering Lookup Formulas And High Powered Alternative Techniques
Human Resources
100 Minutes
Friday, June 30,2023
01:00 PM EST
STA2023115
Overview
Time-saving lookup functions allow you to quickly find the specific information you’re looking for, such as pay rates, item prices, accounting results, etc., thereby eliminating the need to manually link to specific cells. In this presentation, Excel expert David Ringstrom, CPA, introduces several lookup functions, including VLOOKUP, HLOOKUP, MATCH, and CHOOSE, and provides context on when you’re likely use them. He demonstrates troubleshooting techniques and prepares you to deal with subtle issues that can prevent lookup functions from working properly.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 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 2021, Excel 2019, and so on.
Who should attend:
Practitioners who can benefit by using lookup functions, such as VLOOKUP and HLOOKUP, in order to work more efficiently in Excel.
Topics typically covered:
- Contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP.
- Diagnosing #N/A errors that arise when numbers are stored as text or when text contains extraneous spaces.
- Discovering how to use wildcards and multiple criteria within lookup formulas.
- Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
- Displaying alternate results with XLOOKUP by populating the If_Not_Found argument instead of using IFERROR or IFNA.
- Distinguishing how wildcards work with Excel's XLOOKUP function
- Eliminating inputs that could cause VLOOKUP to return #N/A with Data Validation.
- Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
- Exploring the XLOOKUP worksheet function in Excel 2021 and Microsoft 365.
- Future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges.
- Identifying situations where VLOOKUP may return #N/A instead of a value.
- Investigating the risks associated with the obsolete LOOKUP function.
Learning objectives:
- Apply the VLOOKUP and HLOOKUP functions.
- Define what user actions can trigger #REF! errors.
- Recall how to deal with subtle issues that can prevent lookup formulas from working properly.
- Recall how to use the MATCH worksheet function to identify differences between two lists.
Speakers
David H Ringstrom
David H. Ringstrom, CPA, is a nationally recognized Microsoft Excel expert. He 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. 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. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs. 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.
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