Excel expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel’s lookup functions. While many users rely on VLOOKUP to return data from other locations in a worksheet, that’s not always the most efficient approach. In this comprehensive presentation, David reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, SUMIF, SUMIFS, SUMPRODUCT, IFNA, MAXIFS, and OFFSET 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.
WHY SHOULD YOU ATTEND?
- Learning to use a variety of lookup functions allows users to work more efficiently in Excel.
- David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016.
- David draws participants’ attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts.
- David’s detailed handouts, with numbered steps, serve as reference material you can utilize going forward.
- David provides an Excel workbook that includes most of the examples he uses during the session.
AREA COVERED
- Restricting users to enter dates within a given range or before/after a given date.
- Learning about the MINIFS function available in certain versions of Excel 2016.
- Using the SUMIF function to summarize data based on a single criterion.
- Discovering the capabilities of the SUMPRODUCT function.
- Saving time when aggregating data from multiple worksheets with Excel’s INDIRECT function.
- Learning how VLOOKUP stops looking after it finds an initial match within a list.
- Seeing how the HLOOKUP function enables you to perform horizontal matches.
- Using Excel’s OFFSET function to dynamically reference data from one or more accounting periods.
- Learning why the INDEX and MATCH combination often is superior to VLOOKUP or HLOOKUP.
- Learning about the IFNA function available in Excel 2013 and later.
- Seeing how to view two worksheets from within the same workbook at the same time.
- Learning about the MAXIFS function available in certain versions of Excel 2016.
LEARNING OBJECTIVES
- Apply a variety of lookup functions in order to work more efficiently in Excel.
- Recognize why the INDEX and MATCH combination often is superior to VLOOKUP or HLOOKUP.
- Apply the SUMIF and SUMIFS functions.
- Learn how to execute horizontal matches with the HLOOKUP function.
- Identify how to improve the integrity of your worksheets by restricting others from entering date changes.
- Learn how to view two spreadsheets from the same workbook simultaneously.
WHO WILL BENEFIT?
- CPAs and Accountants
- Marketing and Management Consultants
- Bankers
- CFOs
- Controllers
- Financial Planners and Consultants
- Business Professionals
- Business Analysts
- Bookkeepers
- Excel Users
- Learning to use a variety of lookup functions allows users to work more efficiently in Excel.
- David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016.
- David draws participants’ attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts.
- David’s detailed handouts, with numbered steps, serve as reference material you can utilize going forward.
- David provides an Excel workbook that includes most of the examples he uses during the session.
- Restricting users to enter dates within a given range or before/after a given date.
- Learning about the MINIFS function available in certain versions of Excel 2016.
- Using the SUMIF function to summarize data based on a single criterion.
- Discovering the capabilities of the SUMPRODUCT function.
- Saving time when aggregating data from multiple worksheets with Excel’s INDIRECT function.
- Learning how VLOOKUP stops looking after it finds an initial match within a list.
- Seeing how the HLOOKUP function enables you to perform horizontal matches.
- Using Excel’s OFFSET function to dynamically reference data from one or more accounting periods.
- Learning why the INDEX and MATCH combination often is superior to VLOOKUP or HLOOKUP.
- Learning about the IFNA function available in Excel 2013 and later.
- Seeing how to view two worksheets from within the same workbook at the same time.
- Learning about the MAXIFS function available in certain versions of Excel 2016.
- Apply a variety of lookup functions in order to work more efficiently in Excel.
- Recognize why the INDEX and MATCH combination often is superior to VLOOKUP or HLOOKUP.
- Apply the SUMIF and SUMIFS functions.
- Learn how to execute horizontal matches with the HLOOKUP function.
- Identify how to improve the integrity of your worksheets by restricting others from entering date changes.
- Learn how to view two spreadsheets from the same workbook simultaneously.
- CPAs and Accountants
- Marketing and Management Consultants
- Bankers
- CFOs
- Controllers
- Financial Planners and Consultants
- Business Professionals
- Business Analysts
- Bookkeepers
- Excel Users
Speaker Profile
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics. He has written numerous articles on spreadsheets, some of which have been published internationally. He has served as the technical editor for other 30 books on accounting software, and is the Tech Editor-at-Large for Accounting WEB and Going Concern. David offers Excel training and consulting services nationwide.
Upcoming Webinars
Understanding the Artificial Intelligence Landscape
Holiday Stress and Loss: The Art of Stress Resilience in E…
Establishing Appropriate Quality Metrics and Key Performanc…
Is Your Culture Working For or Against Your Success? If You…
Ultimate Persuasion Strategies! - Secret Influence Tools & …
Using High-Performance Coaching for Managers to Address Per…
Excel - 10 Key Worksheet Functions to Skyrocket Your Produc…
OSHA Requirements for Supervisors, Project Leaders & HR - W…
Utilizing HR Metrics to Illustrate & Improve Human Resource…
Red flags that can render your OSHA Safety Program Complete…
The Human Element of Leadership in the Hybrid Work Experien…
Transform Data into Insights: A Beginners Guide to Excel Pi…
What If Analysis Tools in Excel: Goal Seek, Solver, and Dat…
Project Management for administrative professionals
How to Navigate Political Speech in the Workplace
How to Prepare For and Host a FDA Inspection and Respond to…
Mastering Year-End Payroll and Tax Compliance for 2024
Eliminate Harmful And Unproductive Drama In The Workplace
3-Hour Virtual Seminar on Chat GPT for Project Management i…
The Anti-Kickback Statute: Enforcement and Recent Updates
Excel - Pivot Tables - The Key To Modern Data Analysis and …
FDA Technology Modernization Action Plan (TMAP) and Impact …
5 Key Components of Good Manufacturing Practices to obtain …
Team Synergy: How to Harness Collective Intelligence to Max…
Successful Strategies for FDA Expedited Pathways for Your D…
The Power Of Trust In The Workplace- Improving Your Career …
Managing Toxic & Other Employees Who Have Attitude Issues
Protect Your Company With The End of the Year HR Checklist
Do's and Don'ts of Giving Effective Feedback for Performanc…
So, You’re Now the “Boss”: Essential Skills to Succeed as a…
Onboarding is NOT Orientation - How to Improve the New Empl…
Construction Lending And Real Credit Administration: Evalua…
2-Hour Virtual Seminar on the 6 Most Common Problems in FDA…
Improving Employee Engagement & Retention Through Stay Inte…
Building GMP Excellence: A Guide to Implementing Compliant …
4-Hour Virtual Seminar on Transformational Leadership - The…
Use the power of AI to turbocharge your MS Excel
Understanding cognitive load in medical device design
Human Error Reduction Techniques for Floor Supervisors
Excel Power Skills: Master Functions, Formulas, and Macros …