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Excel Accountant: Introduction to Lookup Functions

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • Maryland Tax Preparer
  • ACCA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

In this online CPE course, David 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.

Excel expert David Ringstrom, CPA, demonstrates every technique at least twice in this online continuing education course: 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 online CPE course 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.

Click here for more online CPE/CPD webinars on Excel.

Learning Objectives

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

Recommended For

This Excel CPE/CPD webinar is recommended for US CPAs, Canadian CPAs, CIAs, CMAs, CFEs, Accounting, and Tax Practitioners, Staff of Accounting firms, and Other Professionals seeking to upgrade their excel skills.

Who Should Attend?

  • Accountant
  • Accounting Managers