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Excel Accountant: XLOOKUP

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • Maryland Tax Prep.
  • ACCA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

In this online CPE webinar, 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 lookup functions in Excel.

Excel Expert David Ringstrom demonstrates every technique at least twice in this CPE course: 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.

This Online Excel CPE Webinar covers the following Key Topics:

  • 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.
  • Use 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.

Recommended For

This Excel CPE course is recommended for CPAs, CMAs, CVAs, Accounting, and Tax Practitioners interested in seeing the capabilities of the new XLOOKUP worksheet function in Office 365.

Who Should Attend?

  • Accountant
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeeper
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Chief Accounting Officer
  • 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 of Computer Software and Applications for Chartered Professional Accountant (CPA Canada)
  • 2 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00961-22-O)
  • 2 CPE Credit for Certified Internal Auditors (CIA)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 General Credit for Accountant/Bookeeper
  • 2 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 2 CPE Credit for Certified Government Financial Manager (CGFM)
  • 2 CPD Credit of Software and other process controls for Certified Information Technology Professionals (CITP)
  • 2 CRE Credit for Certified Corporate FP&A Professional (FPAC)
  • 2 CPD Credit for CA - ICAEW
  • 2 CPD Credit for Chartered Certified Accountants (ACCA)
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    Understanding Of VLOOKUP, HLOOKUP AND INDEX/MATCH Functionalities Of Excel
  • Advance Preparation :
    None

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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

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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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Ratings and Review

4.4

14 Ratings

Excellent

8

Very Good

4

Average

2

Poor

0

Terrible

0

KB

Karen Beckemeyer, CPA (US)

May 18th, 2022

These are wonderful excel courses. I've recommended these often. Nice pace and I've learned many tips and tricks, saving me a lot of time.

PA

Patty Arett, CPA (US)

May 18th, 2022

Always enjoy the excel sessions.

Excel Accountant: XLOOKUP

$20

2 Credits

Subject Area

Computer Software and Applications

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