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Monday, March 15, 2021 | 09:30 AM EST
2 CPE credit of Computer Software & Applications for all CPAs
2 CPE credit for Certified Management Accountants (CMA)
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
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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.
Who should attend:
Practitioners who can benefit by using a variety of lookup functions to work more efficiently in Excel.
Topics covered:
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Partner, Excel Accountant
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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