Become an Expert on Lookup Functions ON DEMAND
Available Until
Your Desk
2.0 Credits
Member Price $58.00
Non-Member Price $67.00
Overview
This course provides a comprehensive examination of the Lookup and Reference category in Excel. This course covers the LOOKUP and VLOOKUP functions. The course also explores HLOOKUP and explains the advantages and disadvantages of INDEX MATCH versus VLOOKUP. There will be a brief overview of XLOOKUP for those users with Excel 2019 or Microsoft 365. The course reviews the OFFSET function, which allows you to write calculations that automatically update as new data is added. With the INDIRECT function, you will learn how to find data on other worksheets. Finally, HYPERLINK is briefly discussed.
Highlights
Overview of Lookup Functions. Using VLOOKUP For Multiple Results. VLOOKUP searching in a different column for a match. HLOOKUP function. INDEX and MATCH. XLOOKUP
Prerequisites
None.
Designed For
CPAs, CEOs, and other accounting professionals
Objectives
Differentiate among a variety of functions. Recognize lookup functions syntax and how to use them in calculations. Recognize the steps to incorporate data validation. Recognize the importance of a range name and how to create one. Recognize how to incorporate wildcards into functions Understand how to incorporate other functions, such as COLUMN and ROW, into Lookup and Reference functions.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Patricia McCarthy, Western CPE
Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award.
She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona.
Patricia is a graduate of the College of the Holy Cross and also holds an MBA from Babson College. She was a full-time lecturer in Butler University’s School of Business for 6 years and has taught at several of Indiana’s other universities.
Patricia also has an extensive business background in audit and financial functions. She runs a blog called Chatting about Excel and More, and she writes self-study CPE courses on Microsoft Excel for Western CPE.
Non-Member Price $67.00
Member Price $58.00