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Excel Accountant: XLOOKUP

4.7 (3)

David Ringstrom, CPA

Excel Accountant

  • CPA Canada
  • CMA
  • CPA
  • Tax Preparer

Published: July, 2020

2 Credits

$20

Subject Area

Computer Software and Applications

Webinar Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs

2 CPD credit (Verifiable) for Canadian CPAs

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

Overview

  • Office Insider Program
    3 mins
  • VLOOKUP Introduction
    8 mins
  • INDEX/MATCH Introduction
    15 mins
  • XMATCH Introduction
    19 mins
  • LOOKUP Introduction
    26 mins
  • Excel for Mac Function ScreenTips
    33 mins
  • VLOOKUP with IFERROR
    34 mins
  • HLOOKUP Introduction
    46 mins
  • XLOOKUP Looking Horizontally
    49 mins
  • XLOOKUP Wildcard Nuances
    56 mins
  • XLOOKUP Matching Multiple Criteria
    76 mins
  • SUMIF Introduction
    93 mins

Course Description

In this presentation you’ll get an overview of the new XLOOKUP function and see how it compares to both VLOOKUP, HLOOKUP and INDEX/MATCH, as well as the similarities that XLOOKUP has with the obsolete LOOKUP function in Excel. XLOOKUP is available to Office 365 subscribers, and is not available in Excel 2019, 2016, or any earlier versions. Some compelling aspects of XLOOKUP include the ability to look across rows or down columns, return data to the left or right of the lookup_value column, return results from multiple columns or rows, and much more. The presentation offers a detailed comparison of XLOOKUP versus the most commonly used look-up functions in Excel.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 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.

Microsoft 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:

Practitioners interested in seeing the capabilities of the new XLOOKUP worksheet function in Office 365.

Topics typically covered:

  • Determining if you have the subscription-based Office 365 version of Excel or a perpetually licensed version.
  • Reviewing the LOOKUP function and its limitations.
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Using the HLOOKUP function to look across rows instead of down columns.
  • Contrasting INDEX/MATCH to VLOOKUP.
  • Introducing the XLOOKUP worksheet function.
  • Using XLOOKUP to find the last match.
  • Using XLOOKUP to find lookups to the LEFT (instead of only to the right with VLOOKUP).
  • Contrast how XLOOKUP defaults to an exact match instead of an approximate match like VLOOKUP.
  • Return a cell range, instead of a single value, which means you can return multiple values.
  • Understand wildcard support in XLOOKUP versus VLOOKUP.
  • Find approximate matches without sorting.
  • Contrast the MATCH function to the new XMATCH function.
  • Learn about the Microsoft Excel Insider program that can help speed up access to forthcoming new features in Office 365. 

Learning Objectives

  • To identify the purpose of Excel’s XLOOKUP function.
  • To recognize the purpose of the column_index_num argument within VLOOKUP.
  • To identify the number of criteria pairs that you can specify in the MAXIFS function.
  • To recall what the MATCH function returns when the lookup_value is found.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

4.7

(3)
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