Excel Functions - VLOOKUP, HLOOKUP, MATCH, and CHOOSE Lookup Functions

  • Speaker:David H. Ringstrom, CPA
  • Duration:90Min
  • Product Code:GRC-90468
  • NASBA CPE: 1.5

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Recorded Session - How it works

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If you are unable to attend the meeting Live then you can opt in for the Live Recording instead. Access the Recording of the Training for 6 months. Contact our support for any questions. To prepare an invoice to pay by Check or Wire email us at support@grcts.com. 

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Certification: 

NASBA CPE - 1.5

Group Internet Based | 1.5 NASBA Credits (1 CPE for 50 minutes) | Computer Software & Applications (1.5 CPE) | Intermediate | Prerequisites - Previous Experience with Excel Spreadsheets | No advance preparation

Topic Description: 

Excel expert David Ringstrom, CPA, will equip you to implement Excel's lookup functions, including VLOOKUP, HLOOKUP, MATCH, and CHOOSE, in this live webcast. These powerful functions allow you to rapidly develop accurate spreadsheets and look up information, such as pay rates, item prices, and accounting results, versus manually linking to specific cells. David explains the context of when to use lookup functions, shares troubleshooting techniques, and prepares you to deal with subtle issues that can prevent lookup functions from working properly.  

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 Covered:

  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Exploring why VLOOKUP sometimes returns #N/A instead of a desired result.
  • Future-proofing VLOOKUP by referencing entire columns when available.
  • 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.
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Learning what types of user actions can trigger #REF! errors.
  • Simplifying multiple-field lookups with concatenation (combining fields into a single cell).
  • Troubleshooting other errors VLOOKUP can present, such as #REF!, #NAME!, and #VALUE!.
  • Understanding situations that cause Excel’s VLOOKUP function to return #REF! instead of a value.
  • Understanding the importance of absolute references within many lookup functions.
  • Using VLOOKUP to look up data from another workbook.

Learning Objectives:

  • Apply the VLOOKUP and HLOOKUP functions.
  • Define how to improve spreadsheet integrity with Excel’s VLOOKUP function.
  • Recall how to deal with subtle issues that can prevent lookup functions from working properly. 

Who Can Attend:

  • Practitioners who can benefit from learning how to create monthly financial statements more effectively using Excel.
  • Anyone who wants to grow in the area of Excel Spreadsheet
  • Accounts
  • Companies that depend highly on Excel.

Instructor: 

Nationally recognized Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, later he began teaching continuing education classes as well. His mission since is to offer quality training and consulting services on Microsoft Excel via live webcasts, on-demand self-study webcasts, and in-house engagements. David has taught hundreds of webinars on Excel and other topics, in addition to speaking at conferences and in-house engagements.

David has developed training courses based on his 25 years of experience in Consulting. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what many users don’t know but should know about Microsoft Excel.

His mission is to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.

David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. His comprehensive yet easy to understand presentations cover Excel 2016, 2013, 2010, and 2007. David’s webcasts are fast paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.

GRCTS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

Available Options

Live Meeting Access Single: Attend the Live Meeting Online from any location

$189

2 Single Live Access: 2 people can attend the meeting Live from any location

$299

Recording: 6 Months Access to the Training which can be accessed from any location

$229

CD-DVD: Shipped within 2 working days

$329

USB - Shipped within 2 working days

$359

Live + Recording: Attend Live Meeting Online + Access the recording for 6 months

$259

Live + CD: Attend Live Meeting Online + Get the training CD shipped for free

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Live + USB - Attend Live online + Get the training USB shipped for free

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5 Member Group: 5 people can Attend the Live Online Meeting from any location globally

$539

10 Member Group: 10 people can Attend the Live Online Meeting from any location globally

$839

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