In this presentation you’ll get an overview of the new XLOOKUP function and see how it compares to both VLOOKUP, HLOOKUP and INDEX/MATCH, as well as the similarities that XLOOKUP has with the obsolete LOOKUP function in Excel. XLOOKUP is available to Office 365 subscribers, and is not available in Excel 2019, 2016, or any earlier versions. Some compelling aspects of XLOOKUP include the ability to look across rows or down columns, return data to the left or right of the lookup_value column, return results from multiple columns or rows, and much more. The presentation offers a detailed comparison of XLOOKUP versus the most commonly used look-up functions in Excel.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 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.
Microsoft 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 interested in seeing the capabilities of the new XLOOKUP worksheet function in Office 365.
Topics typically covered:
Determining if you have the subscription-based Office 365 version of Excel or a perpetually licensed version.
Reviewing the LOOKUP function and its limitations.
Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
Using the HLOOKUP function to look across rows instead of down columns.
Contrasting INDEX/MATCH to VLOOKUP.
Introducing the XLOOKUP worksheet function.
Using XLOOKUP to find the last match.
Using XLOOKUP to find lookups to the LEFT (instead of only to the right with VLOOKUP).
Contrast how XLOOKUP defaults to an exact match instead of an approximate match like VLOOKUP.
Return a cell range, instead of a single value, which means you can return multiple values.
Understand wildcard support in XLOOKUP versus VLOOKUP.
Find approximate matches without sorting.
Contrast the MATCH function to the new XMATCH function.
Learn about the Microsoft Excel Insider program that can help speed up access to forthcoming new features in Office 365.
Learning Objectives
To identify the purpose of Excel’s XLOOKUP function.
To recognize the purpose of the column_index_num argument within VLOOKUP.
To identify the number of criteria pairs that you can specify in the MAXIFS function.
To recall what the MATCH function returns when the lookup_value is found.
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.
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
FAQ
To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
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.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
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.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
Refund/Cancellation Policy
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).
