Excel Accountant: XLOOKUP

Welcome to myCPE

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.
To explore Excel for Mac: Function ScreenTips.

Course Description

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 LOOKUP functions in Excel.

David Ringstrom is an Excel expert and 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.

This Online CPE Webinar on Excel 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.
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.
You might be interested in Microsoft Excel Certification: The Complete Excel Essentials!

Webinar Qualifies For

2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
2 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
2 CPD Credit of Computer Software and Applications for CPA in Canada
2 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
2 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
2 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
2 CPD Credit for Chartered Accountant - ICAEW
2 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00961-22-O)
2 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
2 CPD Credit for Chartered Accountants - Scotland
2 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
2 CPD Credit for Chartered Accountants - Ireland (CAI)
2 CPD Credit for CPA - Ireland
2 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
2 CPE Credit of Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

David Ringstrom, CPA (US)

President, 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

Additional Information

Duration

2 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

Understanding Of VLOOKUP, HLOOKUP AND INDEX/MATCH Functionalities Of Excel

Advance Preparation

None

FAQ’s

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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.

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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.

Ratings and Review

4.6

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Angela Citizen, CPA (US)

I really liked this class and this instructor. I've always wondered how to use XLOOKUP and now I feel like I really understand it very well. I would definitely attend any webinar by this instructor.

Tracy Penneau, CPA (US)

A lot of great info, tips and tricks but there was a lot covered and it was a bit rushed. More time should be allotted or this should be broken into 2 one and a half hour segments.

Paul Saltzman, CPA (US)

I like the flexibility that the myCPE site provides with the live webinars and the recorded webinars. The instructors have been good and the handouts very helpful.