MYCPE ONE

Advanced Excel Skills For Accountants 1 Credit 1 Credit

May 14, 2026, 12:30 PM EDT

Advanced Excel Skills For Accountants 1 Credit 1 Credit

  • Rating

    4.5

  • Reviewed on

    January, 2024

  • Subject Area

    Computer Software and Applications

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May 14, 2026, 12:30 PM EDT

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AI Review Summary

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Learning Objectives

  • To analyze how the VLOOKUP function allows you to look up data instead of having to manually reference individual cells.
  • To know how to use VLOOKUP to perform approximate matches, and identify situations where VLOOKUP may return #N/A instead of a value.
  • To study contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP.
  • To evaluate how to use the SUMIFS function to sum values based on multiple criteria.
  • To explain the new XLOOKUP worksheet function being rolled out to Office 365 users.
  • To identify the ideal data for analysis with Excel’s PivotTable feature.

Course Overview

Excel expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel’s lookup functions and pivot tables. In this comprehensive online CPE course, David reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, and SUMIFS, as well as the new XLOOKUP function in Office 365. Lookup functions are only the start, though. In many cases, you're only a few mouse clicks away from transforming overwhelming lists of data into meaningful reports with pivot tables.

David demonstrates every technique at least twice in this continuing education course: 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.

Who should attend: This online CPE course is recommended for Practitioners who can benefit by using a variety of lookup functions to work more efficiently in Excel.

This online Excel CPE webinar covers the following key topics:

  • Understanding how the VLOOKUP function allows you to look up data instead of having to manually reference individual cells.
  • Using VLOOKUP to perform approximate matches.
  • Identifying situations where VLOOKUP may return #N/A instead of a value.
  • Contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP.
  • Using the SUMIFS function to sum values based on multiple criteria.
  • Explore XLOOKUP Function, and add & remove data from PivotTable & slicer feature to create better reports. 

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for Chartered Professional Accountant in Canada 1 CPD Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for Chartered Professional Accountant in Canada 1 CPD Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Additional Information

Credit

1

Credit

1

Course Level

Advanced

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

David Ringstrom -CE/CPE Courses for Accountant, CPAs & more

David Ringstrom | CPA (US)

President, EXCEL Accountant

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David H. Ringstrom, CPA, is a nationally recognized Microsoft Excel expert and founder of Accounting Advisors, Inc., established in 1991 in Atlanta, Georgia. With over 30 years of experience, he specializes in spreadsheet consulting and training for accounting professionals, empowering users to master Excel and streamline workflows. David has delivered more than 2,500 live webinars and authored popular books such as Microsoft 365 Excel for Dummies, Exploring Microsoft Excel’s Hidden Treasures, QuickBooks Online for Dummies, and Idiot's Guide to Introductory Accounting. His mantra is, "Either you work Excel, or it works you."


He also serves as Lead Instructor at Students Excel, developing video-based Excel training for college students that bridges academic concepts with practical applications. David holds a Bachelor of Business Administration in Accounting from Georgia State University and certifications as a CPA and Microsoft Office Specialist in Excel. His expertise extends to advanced Excel functions, PivotTables, macros, accounting software, financial analysis, public speaking, and technical writing. His mission is to provide practical, real-world solutions to enhance efficiency and accuracy in financial tasks nationwide.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent (61%)

Very Good (28%)

Average (9%)

Poor

Terrible (2%)

RC

Ross Chapman, CPA (US)

5

I learned a good about excel functions such as index and match and xlookup that I didn't know before. It's a great short and sweet lesson.

DJ

David Johnson, CPA (US)

5

Excellent presentation! The presented provided very important examples concerning how to develop and use pivot tables.

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Advanced Excel Skills for Accountants: Lookup & Pivot Tables

Inclusions

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