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Mastering the Excel Lookup Functions

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2.00 Credits

Member Price $89.00

Non-Member Price $89.00

Overview

In today’s data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel’s lookup functions and enhance their data analysis capabilities.

Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you’re a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel’s full potential, this course is tailored to meet your learning needs.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.



Delivery Method: Individual webcast
CPE Credit: Computer software & applications
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.

Highlights

The major topics that will be covered in this class include:
  • A review of the various lookup functions, beyond VLOOKUP
  • Learn which lookup works best for your situation
  • How to apply the many lookup functions
  • Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively
  • An in-depth review of the following functions:
    • VLOOKUP / HLOOKUP
    • XLOOKUP
    • MATCH / INDEX
    • XMATCH
    • INDIRECT
    • FILTER
    • SORT / SORTBY
    • UNIQUE
  • An overview of some newer functions

Prerequisites

None

Designed For

Any Excel user that wants to learn how to use the LOOKUP functions

Objectives

After attending this presentation you will be able to ...

  • Identify which lookup function works for your needs
  • Distinguish the difference between the many lookup functions
  • Recall how to effectively utilize Excel's lookup functions

Preparation

None

Leader(s):

Leader Bios

Bryan Smith, Virtual Chief Information Officer, CPA Crossings, LLC

Bryan Smith, CPA.CITP, CISA, is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.

He has spent more than 30 years helping CPAs with the implementation of technology to automate business processes. He is a nationally-recognized speaker and author on technology issues affecting the CPA profession, with an emphasis on IT security, Excel spreadsheet design and business intelligence (BI). 

Bryan, who has a Master of Science in information assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.

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Non-Member Price $89.00

Member Price $89.00