Excel Dexterity: Intro to Lookup Formulas (video)

  • Credits: 2
  • Format: Self-Study Video
  • Field of Study: Computer Software and Apps
  • Author/Speaker: David Ringstrom
Course ID: Advanced Preparation: Experience Level:
DR-603.21 None Overview
Published Date: Program Prerequisites: Other Course Formats:
© June 2020 Basic Understanding of Technology N/A
COURSE DESCRIPTION

If you're not presently using look-up formulas such as VLOOKUP, HLOOKUP, SUMIF, and others in your work, then there's much about your experience in Excel that is more difficult than necessary.

In this comprehensive presentation, Excel expert David Ringstrom, CPA, introduces several lookup functions and provides context on when you’re likely to use them. He demonstrates troubleshooting techniques and prepares you to deal with nuances that can frustrate users new to lookup functions.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.

Topics include:
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Understanding situations that cause Excel’s VLOOKUP function to return #REF! instead of a value.
  • Future-proofing VLOOKUP by referencing entire columns when available.
  • Utilizing Excel’s IFERROR function to display alternate values when VLOOKUP returns an error.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges.
  • Implementing Data Validation to ensure users make choices that VLOOKUP will recognize as valid.
  • Learning about the MAXIFS function available in certain versions of Excel 2016.
  • Determining if your version of Excel 2016 is perpetually licensed or part of the Office 365 platform, which periodically adds new features to Excel.
  • Simplifying multiple-field lookups with concatenation (combining fields into a single cell).

Learning Objectives:

After reading the course material, you will be able to:

  • Identify which menu in Excel contains the command that launches Excel's Function Wizard.
  • Recall how to determine if you're using the Office 365 version of Excel.
  • Recall the keyboard shortcut that toggles absolute references within a formula.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
NASBA