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VLOOKUP Introduction3 mins
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VLOOKUP - Approximate Match10 mins
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XLOOKUP Introduction (Office 365)20 mins
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Initiating a Pivot Table30 mins
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Pivot Table Slicers (Excel 2010+)48 mins
Published: November, 2021
Excel expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel’s lookup functions and pivot tables. In this comprehensive online CPE course, David reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, and SUMIFS, as well as the new XLOOKUP function in Office 365. Lookup functions are only the start, though. In many cases, you're only a few mouse clicks away from transforming overwhelming lists of data into meaningful reports with pivot tables.
David demonstrates every technique at least twice in this 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 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.
Who should attend: This online CPE course is recommended for Practitioners who can benefit by using a variety of lookup functions to work more efficiently in Excel.
This online CPE webinar covers the following key topics:
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
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President, Excel Accountant
I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:
Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:
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.
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