In this valuable presentation, Excel expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using a variety of Excel’s lookup functions. While many users rely on the VLOOKUP function to return data from other locations in a worksheet, it isn’t always the most efficient function to use. David reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, SUMIF, SUMIFS, SUMPRODUCT, IFNA, MAXIFS, and OFFSET functions.
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.
Areas Covered in the Session:
- Using the SUMIFS function to sum values based on multiple criteria.
- Using VLOOKUP to look up data from another workbook.
- Exploring why VLOOKUP sometimes returns #N/A instead of a desired result.
- Learn about the MINIFS function available in certain versions of Excel 2ExcludeInclude6.
- Comparing the MIN, SMALL, MAX, and LARGE functions.
- Performing dual lookups, which allow you to look across columns and down rows to cross-reference the data you need.
- Seeing how the HLOOKUP function enables you to perform horizontal matches.
- Avoiding the complexity of nested IF statements with Excel’s CHOOSE function.
- Discovering how to use wildcards and multiple criteria within lookup formulas.
- Implementing Data Validation to ensure that users make choices that VLOOKUP will recognize as valid.
- Transforming numbers stored as text into values by way of the Text to Columns wizard.
- Seeing what types of user actions can trigger #REF! errors.
Who Should Attend:
- Investment Analysts
- Financial Analysts
- Business Analysts
- Forecasting & Planning Teams
- M&A Specialists (Mergers & Acquisitions)
- Risk Managers
- Strategic Planners
- Capital Expenditure Planners
- Cost Accountants
- Managerial Accountants
- Other Accounting and Finance Professionals
- Human Resources Departments
- IT Departments
- Banking Professionals
- Insurance Professionals
- Excel Users in Regulated Lifesciences Industry
- Logistics and Supply Chain Professionals
- Sales and Marketing Professionals