Excel Accountant: Beyond VLOOKUP

Course Description
Course Qualification
Presenter
FAQ

Course Description

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.
State the purpose of the IFERROR function.

Who Should Attend?

Accountant
Accounting Firm
Accounting Managers
Accounting Practice Owners
Certified Financial Planner
Cloud Accountants
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Entrepreneurial Accountant
Entrepreneurial CPA
Senior Accountant
Staff of Accounting Firm
Tax Accountant (Industry)
VP Accounts
Young CPA

Course Qualification

Webinar Qualifies For

2 CPE Credit for Certified Management Accountants (CMA)
2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
2 CPD Credit for Chartered Professional Accountant (CPA Canada)
2 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21)
2 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
2 CE Credit for Certified Wealth Strategist (CWS)
2 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

Course Level :

Basic
Credits :

2
Instructional Method :

Group Internet Based
Pre-requisites :

None
Advance Preparation :

None

IRS APPROVED

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

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

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

MY-CPE LLC (Sponsor Id#: 143597) 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.

Presenter

About Presenter

David. Ringstrom.

Partner, Excel Accountant

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

About Company

Excel Accountant

www.excel-accountant.com

Excel Accountant is an exclusive excel training platform for CPA, Tax Professionals, Accountants, Bookkeepers, Financial Professionals, CFP, EA, CFOs & Controllers, etc and the entire Accounting, Finance & Tax community.

Here is what you get for the yearly subscription from the Excel Accountant website.

40+ Courses
80+ hours of Interactive Videos
All CPE Approved Courses
Unlimited Access to the Entire Library
Exclusively designed for Accounting, Finance & Tax Professionals

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
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Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review

4.6

31 Ratings

Excellent

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Average

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Terrible

Kurt Fleming, CPA (US)

May 14th, 2021

I was happy to see a lot of different "lookup" formulas covered. I will carry these into my professional work.

Catherine Bernard, Masters (Accountancy)

Dec 21st, 2021

I have enjoyed these Excel classes and they have enhanced my Excel knowledge.

JLS

John L Suter, CPA (US)

Jun 15th, 2021

An excellent overall seminar for all levels of participants

Azra Sabanovic, CMA

Dec 20th, 2021

The overall experience of this webinar was great - the instructor was clear and concise and I liked that he elaborated on different versions of excel for the audience.

CMPP

Corinne M Pfeiffer Pfeiffer, CPA (US)

Jan 6th, 2022

Definitely learned a few tips and tricks I did not know. There is so much in excel that is available and this class unleashes some more functionality.