Excel's Lookup Functions CPE Webinar for CPAs, CVAs, CMAs

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Excel's Lookup Functions

Reviewed

February, 2024

Juan E. Galvan

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

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

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

Webinar Qualifies For

0.5 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
0.5 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
0.5 CPD Credit of Computer Software and Applications for CPA in Canada
0.5 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
0.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
0.5 CPD Credit for Chartered Accountant - ICAEW
0.5 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
0.5 CPD Credit for Chartered Accountants - Scotland
0.5 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
0.5 CPD Credit for Chartered Accountants - Ireland (CAI)
0.5 CPD Credit for CPA - Ireland
0.5 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
0.5 CPE Credit of Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

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.

Additional Information

Duration

0.5 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

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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Chris Marks, CPA (US)

If there is one webinar that a brand new accountant needs to watch, this is it! Learn Index Match Match!!

Mason Krangle, CPA (US), CGMA, CPA/PFS, ChFC

Enjoyed the video. Very helpful. May have been better if in two parts. Lots of information to digest.

Jayesh Devnani, Tax Professional

FORMULAS MUST LEARN IN EXCEL HLOOKUP VLOOKUP XLOOKUP INDEXLOOKUP

Chirag Shah, CPA (US), EA

It was a very informative information I've gone through.

Brian Taylor, CPA (US)

Great course, very informative.

0.5 Credit

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Computer Software and Applications

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Excel's Lookup Functions

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Juan E. Galvan

Other Details

Additional Information

0.5 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.6

Chris Marks, CPA (US)

Mason Krangle, CPA (US), CGMA, CPA/PFS, ChFC

Jayesh Devnani, Tax Professional

Chirag Shah, CPA (US), EA

Brian Taylor, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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