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Excel 101: Lookup Functions

Author: David H. Ringstrom

CPE Credit:  2 hours for CPAs

Whether you're exploring Excel's capabilities for the first time or need a refresher, this class introduces the VLOOKUP function. You'll learn troubleshooting, match types and a variety of other useful worksheet functions.

Publication Date: July 2018

Designed For
Practitioners who would like to work more efficiently in Excel by using lookup functions, such as VLOOKUP.

Topics Covered

  • Improving the integrity of spreadsheets with Excel's VLOOKUP function.
  • Simplifying multiple-field lookups with concatenation (combining fields into a single cell).
  • Understanding situations that cause Excel's VLOOKUP function to return #REF! instead of a value.
  • Future-proofing VLOOKUP by using Excel's Table feature versus referencing static ranges.
  • Improving the integrity of spreadsheets with Excel's VLOOKUP function.
  • Utilizing Excel's IFERROR function to display alternate values when VLOOKUP returns an error.
  • Learning what types of user actions can trigger #REF! errors.
  • Improving the integrity of spreadsheets with Excel's VLOOKUP function.
  • Viewing two worksheets at the same time within the same workbook.
  • Implementing Data Validation to ensure users make choices that VLOOKUP will recognize as valid.
  • Improving the integrity of spreadsheets with Excel's VLOOKUP function.
  • Reconstructing spreadsheet data to use VLOOKUP as a better alternative to nesting IF functions.

Learning Objectives

  • Identify the location of Excel's Arrange All command.
  • Define the purpose of Excel's IFERROR worksheet function.
  • Identify the number of criteria pairs that you can specify in the MAXIFS function.

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
None

Advance Preparation
None

Registration Options
Quantity
Fees
Regular Fee $55.00

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