In this comprehensive presentation, Excel expert David Ringstrom, CPA, introduces you to several lookup functions, including VLOOKUP, HLOOKUP, MATCH, and CHOOSE. These powerful Excel 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. Step-by-step, David explains the context of when to use lookup functions, demonstrates troubleshooting techniques, and prepares you to deal with subtle issues that can prevent them 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:
- Comparing the MIN, SMALL, MAX, and LARGE functions.
- 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.
- Reconstructing spreadsheet data to use VLOOKUP as a better alternative to nesting IF functions.
- 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.
Learning Objectives
- Explore the purpose of the column_index_num argument within VLOOKUP.
- Identify the arguments used by the SUMIF function.
- Identify the data-integrity improvement the Table feature adds to VLOOKUP.
- 1. Creating Effective Charts (Text Based Course)
- 2. Excel Efficiency: Tips and Tricks I
- 3. INTUIT: Basic Excel Training
- 4. EXCEL Challenges (Part II): Real Cases from Work
- 5. Excel Efficiency: Basic Excel Skills for Accountants
- 6. Optimizing Property Management Software Reports Using Excel
- 7. Excel Power Query: Create an Automated Business Dashboard
- 8. Excel Efficiency: Minimizing Worksheet Errors
- 9. Excel Efficiency: Dashboards Part 1
- 10. Excel Training: Tips for Improving Data Validation, Error Checking, Reporting and Other Performance Obstructions
25 Reviews (85 ratings)
Prerequisites
No advanced preparation or prerequisites are required for this course.