Mastering Lookup Formulas and High Powered Alternative Techniques
Excel expert David H. Ringstrom’s mantra is “Either you work Excel, or Excel works you.” You can avoid the latter and become a master of lookup formulas after participating in this broad-reaching webinar. David offers helpful tweaks you can use with the venerable VLOOKUP function. In addition, he discusses alternatives to VLOOKUP, including INDEX and MATCH, SUMIF, SUMIFS, SUMPRODUCT, IFNA, and OFFSET functions.
Lookup formulas are far superior to manually pointing to specific data elements in a spreadsheet. Many users rely on VLOOKUP to return data from other locations in a worksheet, but is that the most efficient approach? David teaches you how to perform wildcard lookups, where only partial criteria are provided, as well as how to execute multiple-criteria lookups.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.
Microsoft 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.
Who should attend:
Practitioners who may benefit from working more efficiently in Excel by utilizing lookup formulas.
Topics typically covered:
• Contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP.
• Transforming numbers stored as text into values by way of the Text to Columns wizard.
• Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
• Diagnosing #N/A errors that arise when numbers are stored as text or when text contains extraneous spaces.
• Learning what types of user actions can trigger #REF! errors.
• Understanding how the VLOOKUP function allows you to look up data instead of having to manually reference individual cells.
• Using XLOOKUP to search lists from the bottom up to find the last match (instead of only the first match with VLOOKUP).
• Distinguishing how wildcards work with Excel's XLOOKUP function
• Using the MATCH function to find the position of an item in a list.
• Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
• Future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges.
• Using the SUMIFS function to sum values based on multiple criteria.
• Identify the limitations of VLOOKUP and learn about alternative functions.
• Recall how to future-proof VLOOKUP by using Excel’s Table feature versus referencing static ranges.
• Define how to improve the integrity of your spreadsheets with Excel’s VLOOKUP function.
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on ... View Full Profile