Excel Lookup Functions – 2 Part Web Series

  • Apply a variety of lookup functions in order to work more efficiently in Excel
  • Define how to improve spreadsheet integrity with Excel’s VLOOKUP function.
  • Recall how to use the MATCH worksheet function to identify differences between two lists.
  • Recognize why the INDEX and MATCH combination often is superior to VLOOKUP or HLOOKUP
  • Apply the SUMIF and SUMIFS functions.

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MODULE 1 (May 8, 2018)

Date: May 8, 2018 | Time: 3 PM ET | Duration: 60 Minutes

Excel expert David Ringstrom, CPA, introduces you to several lookup functions in this informative webcast. These powerful Excel functions, including VLOOKUP, HLOOKUP, MATCH, and CHOOSE, 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 lookup functions from working properly.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.

Areas Covered in the Session:

  • Simplifying multiple-field look-ups with concatenation (combining fields together into a single cell).
  • Learning why the INDEX and MATCH combination often is superior to VLOOKUP or HLOOKUP.
  • Learning about the IFNA function available in Excel 2ExcludeInclude3 and later.
  • Seeing what types of user actions can trigger #REF! errors.
  • Using VLOOKUP to look up data from another workbook.
  • Employing the SUMIF function to add up values related to multiple instances of criteria that you specify.
  • Avoiding the complexity of nested IF statements with Excel’s CHOOSE function.
  • Understanding the importance of absolute references within many lookup functions.
  • Troubleshooting other errors VLOOKUP can present, such as #REF!, #NAME!, and #VALUE!.
  • Seeing how the HLOOKUP function enables you to perform horizontal matches.
  • Exploring why VLOOKUP sometimes returns #N/A instead of a desired result.
  • Learning about the MAXIFS function available in certain versions of Excel 2ExcludeInclude6

*NOTE: Click Here to register only for Module 1

MODULE 2 (May 21, 2018)

Date: May 21, 2018 | Time: 3 PM ET | Duration: 60 Minutes

In this valuable presentation, Excel expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using a variety of Excel’s lookup functions. While many users rely on the VLOOKUP function to return data from other locations in a worksheet, it isn’t always the most efficient function to use. David reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, SUMIF, SUMIFS, SUMPRODUCT, IFNA, MAXIFS, and OFFSET functions.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.

Areas Covered in the Session:

  • Using the SUMIFS function to sum values based on multiple criteria.
  • Using VLOOKUP to look up data from another workbook.
  • Exploring why VLOOKUP sometimes returns #N/A instead of a desired result.
  • Learn about the MINIFS function available in certain versions of Excel 2ExcludeInclude6.
  • Comparing the MIN, SMALL, MAX, and LARGE functions.
  • Performing dual lookups, which allow you to look across columns and down rows to cross-reference the data you need.
  • Seeing how the HLOOKUP function enables you to perform horizontal matches.
  • Avoiding the complexity of nested IF statements with Excel’s CHOOSE function.
  • Discovering how to use wildcards and multiple criteria within lookup formulas.
  • Implementing Data Validation to ensure that users make choices that VLOOKUP will recognize as valid.
  • Transforming numbers stored as text into values by way of the Text to Columns wizard.
  • Seeing what types of user actions can trigger #REF! errors.

*NOTE: Click Here to register only for Module 2

WHO SHOULD ATTEND

  • CFOs
  • CPAs
  • Controllers
  • Investment Analysts
  • Financial Analysts
  • Business Analysts
  • Forecasting & Planning Teams
  • M&A Specialists (Mergers & Acquisitions)
  • Risk Managers
  • Strategic Planners
  • Capital Expenditure Planners
  • Cost Accountants
  • Managerial Accountants
  • Other Accounting and Finance Professionals
  • Human Resources Departments
  • IT Departments
  • Auditors
  • Banking Professionals
  • Insurance Professionals
  • Excel Users in Regulated Lifesciences Industry
  • Logistics and Supply Chain Professionals
  • Sales and Marketing Professionals

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.

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  • Login Information with Password to join the session, 24 hours prior to the webinar
  • Presentation Handout in .pdf format
  • Presentation from the Speaker
  • Feedback form
  • Certificate of Attendance
  • Recording access Information with Password to view the webinar, will be sent 24 hours after the completion of the Live webinar.
  • Presentation Handout in .pdf format
  • Certificate of Attendance
.