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Excel Accountant: Introduction to Lookup Functions

  • CPA (CA)
  • CFE
  • CIA
  • CMA
  • CPA (US)
  • Tax Preparer
Excel Accountant: Introduction to Lookup Functions

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 CPE credit for Certified Fraud Examiners (CFEs)

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

In this comprehensive presentation, Excel expert David Ringstrom, CPA, introduces you to several lookup functions, including VLOOKUP, HLOOKUP, MATCH, and CHOOSE. These powerful Excel functions allow you to rapidly develop accurate spreadsheets and look up information, such as pay rates, item prices, and accounting results, versus manually linking to specific cells. Step-by-step, David explains the context of when to use lookup functions, demonstrates troubleshooting techniques, and prepares you to deal with subtle issues that can prevent them from working properly.

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.

Learning Objectives

  • State the purpose of the column_index_num argument within VLOOKUP.
  • Identify the arguments used by the SUMIF function.
  • Identify the data-integrity improvement the Table feature adds to VLOOKUP.

Who Should Attend?

  • Accountant
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

4.7

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75%
19%
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JLS

This was an excellent program

IM

Great!!!!!!!!!!!!!!!!!