Excel Essentials: Look-Up Formulas


Overview
In this session Excel expert David H. Ringstrom, CPA starts with an introduction of Excel's VLOOKUP function but quickly goes beyond the basics by demonstrating common actions and instances can can result in spreadsheet errors. After a comprehensive discussion of the vagaries of VLOOKUP, David will demonstrate alternatives, such as the MATCH/INDEX functions, SUMIF, and SUMIFS.

Objectives

  • Master the nuances of Excel's VLOOKUP function
  • Compare Excel's SUMIF function to the SUMIFS function introduced in Excel 2007
  • Future-proof look-up formulas by omitting row numbers or using Excel's Table feature
     
Emphasis
  • Improve the integrity of spreadsheets with Excel's VLOOKUP function.
  • Understand what causes look-up errors, and see how to overcome such situations.
  • Don't be caught off-guard by the new IFNA function available to Excel 2013 users.
  • Uncover the limitations of VLOOKUP, along with alternatives.
  • Discover how to use wildcards and multiple criteria within look-up formulas
  • Perform dual lookups, where you look across columns and down rows to cross reference the data you need
  • See why the MATCH and INDEX combination is often superior to VLOOKUP or HLOOKUP
  • Master the versatile SUMIF function.
  • Use the SUMIFS to sum value based on multiple criteria.
Who Should Attend:
Practitioners who wish to take their knowledge of look-up formulas to the next level.

Prerequisite
None

Preparation
No advance preparation required
 
Level of Knowledge
Intermediate
 
CPE Credit
2 Hours
 
Delivery Method  
Group Internet Based
 
NASBA Field of Study
Specialized Knowledge and Applications

Author
David H. Ringstrom