Course Description
Excel’s VLOOKUP function adds automation to Excel spreadsheets in that users are freed from having to manually point to a designated cell that contains text or numbers. For instance, you might use look-up formulas to return the price for an inventory item, or use SUMIF or SUMIFS to summarize data based upon one or more criteria.
Implementing look-up functions will transform how you use Excel by allowing you to look up information such as pay rates, item prices, and accounting results, instead of manually linking to specific cells.
In this session Excel expert David Ringstrom, CPA, introduces you to the VLOOKUP function, and then goes beyond the basics with a discussion of the MATCH, CHOOSE, INDEX, SUMIF, SUMIFS, and SUMPRODUCT functions.
He then demonstrates troubleshooting techniques and shares the ins and outs of lookup functions to prepare you to deal with subtle issues that can prevent lookup functions from working properly.
Learning ObjectivesBy attending this training session, you will learn how to:
- Understand VLOOKUP and its nuances and restrictions
- Avoid the complexity of nested IF statements with Excel’s CHOOSE function
- Compare and contrast IFNA, IFERROR, and ISERROR functions and learn which versions of Excel support these worksheet functions
- Discover how to use wildcards and multiple criteria within lookup formulas
- Discover the array of functionality the SUMPRODUCT function offers
- Future-proof VLOOKUP by using Excel’s Table feature versus referencing static ranges
- Improve the integrity of your spreadsheets with Excel’s VLOOKUP function
- Learn how to arrange two worksheets from within the same workbook on-screen and at the same time
- Learn why the INDEX and MATCH combination often is superior to VLOOKUP or HLOOKUP
- Perform dual lookups, which allow you to look across columns and down rows to cross-reference the data you need
- Uncover the limitations of VLOOKUP and learn about alternative functions
- Use the SUMIF function to summarize data based on a single criterion
- Use the SUMIFS function to sum values based on multiple criteria
- Recall VLOOKUP nuances and restrictions
- Identify alternatives to VLOOKUP, such as MATCH/INDEX, SUMIF, and SUMIFS
About Your Speaker:
David Ringstrom, CPA, is the Tech Editor-at-Large for AccountingWEB and Going Concern. David speaks at conferences nationally and presents dozens of webinars annually on Excel and other topics. He offers Excel training and consulting services nationwide, and has written numerous articles on spreadsheets.
Other Excel Topics
This course is just one of several Excel training courses we offer as part of our Excel training line. Go to
www.CPATrainingCenter.com/Excel-Training-For-Accountants.asp to see the full list of Excel training courses.