Because lookup functions enable you to work more efficiently in Excel, every user should be familiar with them. These time-saving functions allow you to quickly find specific information you’re looking for—pay rates, item prices, accounting results, etc.—eliminating the need to manually link to specific cells. In this practical webinar, Excel expert, David Ringstrom, CPA, introduces several lookup functions and provides context on when you’re likely use them. You will learn troubleshooting techniques and determine how to deal with subtle issues that can prevent your lookup formulas from working properly.
You will see each technique demonstrated 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. You will also receive an Excel workbook that includes most of the examples used during the webinar.
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.
You will learn how to:
- Implement Data Validation to ensure users make choices that VLOOKUP will recognize as valid
- Simplify multiple-field lookups with concatenation (combining fields into a single cell)
- Improve the integrity of spreadsheets with Excel’s VLOOKUP function
- Utilize Excel’s IFERROR function to display alternate values when VLOOKUP returns an error
- Determine why VLOOKUP sometimes returns #N/A instead of a desired result
- Employ the SUMIF function to sum values related to multiple instances of criteria you specify
- Future-proof VLOOKUP by using Excel’s Table feature versus referencing static ranges
Upon course completion, you will be able to:
- 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
Who Should Attend: Practitioners who can benefit by using lookup functions, such as VLOOKUP and HLOOKUP, in order to work more efficiently in Excel.
Advance Preparation: None
Program Level: Intermediate
Field of Study: Computer & Software Applications (2 hours)
Format: Live Webcast
Credit Type: Group Internet Based for the Live Program. [If you attend the program on-demand (after the live date), you will receive Self-Study credit. Please note that to receive Self-Study credit you will need to complete a final exam after viewing the webinar.]
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 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.
|Credit||Value||Field of Study||Format|
|CPE||2||Computer Software & Applications||On-Demand/Recording|
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CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.
Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.
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