Excel's Lookup Functions

  • Accountant
  • CPA (CA)
  • CFE
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • ACCA
  • CBA/MCBA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: December, 2021

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Applying VLOOKUP function to a dataset
    2 mins
  • Usage of IFERROR function in VLOOKUP function
    11 mins
  • Usage of HLOOKUP function in a dataset
    16 mins
  • How to use INDEX function in Excel
    23 mins
  • How to use MATCH function in Excel
    26 mins
  • How to apply more than one function to a dataset
    33 mins

Course Description

Excel is one of the most widely used spreadsheet programs in the world. People have been using it for the last 30 years and throughout these years, it has been upgraded with more and more features.

The LOOKUP Function is categorized under Excel Lookup and Reference functions. The function performs a rough match lookup either in a one-row or one-column range and returns the corresponding value from another one-row or one-column range.

While doing financial analysis, if we wish to compare two rows or columns, we can use the LOOKUP function. It is designed to handle the simplest cases of vertical and horizontal lookup.

The more advanced versions of the LOOKUP function are HLOOKUP and VLOOKUP.

VLOOKUP and HLOOKUP are some of the most well-known and most useful formulas in Excel. Used properly, they will help you to improve the accuracy and integrity of your Excel workbooks, save a ton of time and minimize data entry errors.

Join this excel CPE webinar to learn how to use Lookup Functions to the best of your advantage.

It doesn’t matter what version of the PC or Mac operating system you’re using. The techniques we will cover in this CPE course will work similarly in Excel for PC and Mac

Learning Objectives

  • To identify how to construct and use the VLOOKUP functions
  • To analyze how to Summarize Tables for future-proofing VLOOKUP
  • To identify how to construct and use the HLOOKUP function
  • To discuss how to use MATCH and INDEX functions

Recommended For

  • This CPE webinar is recommended for CPAs, CVAs, CMAs, and other individuals who want to understand the most powerful spreadsheet program Microsoft Excel its Lookup functions to better assist their clients.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Chartered Accountant
  • Chartered Professional Accountant
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 0.5 CPD Credit of Computer Software and Applications for Chartered Professional Accountant (CPA Canada)
  • 0.5 CPE Credit of Computer Software and Applications for Certified Valuation Analyst (CVA)
  • 0.5 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 0.5 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
  • 0.5 CPE Credit of Computer Software and Applications for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 0.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 0.5 CE Credit for Certified Wealth Strategist (CWS)
  • 0.5 General Credit for Accountant/Bookeeper
  • 0.5 CPD Credit for CA - ICAEW
  • 0.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 0.5 CPD Credit for Chartered Accountants - Scotland
  • 0.5 CPD Credit for CPA - Ireland
  • 0.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 0.5 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
  • 0.5 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 0.5 CRE Credit of Information Technology (inc. Excel) for Certified Corporate FP&A Professional (FPAC)

Additional details

  • Course Level :
    Basic
  • Credits :
    0.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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

Juan E. Galvan

Co-Founder & CEO, Lunes Holdings, LLC

Hi I’m Juan. I’ve been an Entrepreneur since grade school. My background is in the tech space from Digital Marketing, E commerce, Web Development to Programming. I’ve consulted and helped digital entrepreneurs and multiple seven figure businesses reach new levels of success. I’ve learned the strategies, philosophies, methodologies, principles and core values from the most successful people in the world. I believe in continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods.

About Company

Lunes Holdings, LLC

lunesholdings.com/

Continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods. We look forward to helping you expand your skillsets.

Faq

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