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.
Who should attend:
Practitioners who can benefit by using a variety of lookup functions to work more efficiently in Excel.
Topics covered:
Using the MATCH function to find the position of an item in a list.
Utilizing Excel’s IFERROR function to display alternate values when VLOOKUP returns an error.
Removing the Table feature from a worksheet if it’s no longer needed.
Contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP.
Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
Avoiding the complexity of nested IF statements with Excel’s CHOOSE function.
Future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges.
Contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP.
Enabling VLOOKUP to look up data from the left (instead of only from the right) by using the CHOOSE function.
Transforming numbers stored as text into values by way of the Text to Columns wizard.
Learning about the IFNA function available in Excel 2013 and later.
Identifying situations where VLOOKUP may return #N/A instead of a value.
Learning Objectives
To identify what you can use in place of the word TRUE in VLOOKUP to return an approximate match.
To recall the maximum number of criteria pairs that the SUMIFS function permits.
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I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:
Microsoft Excel
Microsoft Access
Sage 50/Peachtree Accounting
QuickBooks
Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:
National Association of Certified Valuators and Analysts
Institute of Real Estate Managers
Georgia Society of CPAs
South Carolina Society of CPAs
Georgia Government Finance Officers Association
Atlanta chapter, American Society of Women CPAs
Perimeter Chapter, Georgia Society of CPAs
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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