Excel Accountant: Beyond VLOOKUP 2 Credits
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Excel expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel’s lookup functions. The presentation leads with a comparison of exact and approximate matches with VLOOKUP, and then comparisons to the HLOOKUP and LOOKUP functions. The presentation then covers a variety of troubleshooting techniques for VLOOKUP and wraps up with a discussion of other alternatives such as MATCH/INDEX, SUMIF, and SUMIFS.
David demonstrates every technique 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. 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.
This Online CPE/CE webinar on Excel covers the following Key Topics:
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 2 CPD | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 2 CPD | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
Credits
2
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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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!
I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:
Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:
I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.
I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.
I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.
Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting
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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 approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
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 recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies 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.
KF
I was happy to see a lot of different "lookup" formulas covered. I will carry these into my professional work.
KK
I ended up with a lot of alternatives to use where VLOOKUP doesn't works. Overall a productive session.
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