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Course Description

In this presentation you’ll get an overview of the new XLOOKUP function and see how it compares to both VLOOKUP, HLOOKUP and INDEX/MATCH, as well as the similarities that XLOOKUP has with the obsolete LOOKUP function in Excel. XLOOKUP is available to Office 365 subscribers, and is not available in Excel 2019, 2016, or any earlier versions. Some compelling aspects of XLOOKUP include the ability to look across rows or down columns, return data to the left or right of the lookup_value column, return results from multiple columns or rows, and much more. The presentation offers a detailed comparison of XLOOKUP versus the most commonly used look-up functions in Excel.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.

Microsoft 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Who should attend:

Practitioners interested in seeing the capabilities of the new XLOOKUP worksheet function in Office 365.

Topics typically covered:

Determining if you have the subscription-based Office 365 version of Excel or a perpetually licensed version.

Reviewing the LOOKUP function and its limitations.

Improving the integrity of spreadsheets with Excel’s VLOOKUP function.

Using the HLOOKUP function to look across rows instead of down columns.

Contrasting INDEX/MATCH to VLOOKUP.

Introducing the XLOOKUP worksheet function.

Using XLOOKUP to find the last match.

Using XLOOKUP to find lookups to the LEFT (instead of only to the right with VLOOKUP).

Contrast how XLOOKUP defaults to an exact match instead of an approximate match like VLOOKUP.

Return a cell range, instead of a single value, which means you can return multiple values.

Understand wildcard support in XLOOKUP versus VLOOKUP.

Find approximate matches without sorting.

Contrast the MATCH function to the new XMATCH function.

Learn about the Microsoft Excel Insider program that can help speed up access to forthcoming new features in Office 365.

Key Takeaways

Identify the purpose of Excel’s XLOOKUP function.
State the purpose of the column_index_num argument within VLOOKUP.
Identify the number of criteria pairs that you can specify in the MAXIFS function.
State what the MATCH function returns when the lookup_value is found.

Suitable For

Tax Attorney
Tax Practitioners
Accountant
CPA - Small Firm
CPA - Mid Size Firm
CPA (Industry)
Tax Firm
Young CPA
CPA in Business
Entrepreneurial CPA
Tax Accountant (Industry)
Tax Director (Industry)
Senior Accountant
Entrepreneurial Accountant
Tax Managers
Tax Preparer
Staff of Accounting Firm
CPA & CPA staff at all levels
Certified Fraud Examiner
Payroll Compliance Practitioner
Certified Payroll Manager
Certified Senior Advisor
Certified Financial Planner
Certified Professional Bookkeeper
Certified Valuation Analyst
Certified Information Technology Professionals
Certified Financial Forensics

Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs
2 CPD credit of Canadian CPAs

FAQ

Excel Accountant Courses are online.
The self-study webinar format allows you to access the material online 24/7 and study at your own pace.
As per NASBA guidelines, you have one year from date of registration to complete each program.
Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

NASBA Approved MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

Excel Accountant division of MY-CPE LLC (Sponsor Id#: 143597) 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 website: www.NASBARegistry.org.

David Ringstrom, CPAChartered Professional Accoutants

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

Microsoft Excel
Microsoft Access
Sage 50/Peachtree Accounting
QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

National Association of Certified Valuators and Analysts
Georgia Society of CPAs
South Carolina Society of CPAs
Georgia Government Finance Officers Association
Atlanta chapter, American Society of Women CPAs
Perimeter Chapter, Georgia Society of CPAs

I teach around 175 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and m

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

Microsoft Excel
Microsoft Access
Sage 50/Peachtree Accounting
QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

National Association of Certified Valuators and Analysts
Georgia Society of CPAs
South Carolina Society of CPAs
Georgia Government Finance Officers Association
Atlanta chapter, American Society of Women CPAs
Perimeter Chapter, Georgia Society of CPAs

I teach around 175 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more. I am the lead author for the Idiot's Guide; Introductory Accounting book.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

ore. I am the lead author for the Idiot's Guide; Introductory Accounting book.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

4.5

Average Rating

59%

30%

11%

Andrea Garvin Oct 10th, 2024

good

Sandy Price Nov 29th, 2023

Learned about Xlookup which was my goal but learning about SUMIFS was a BONUS!! very helpful

Michael Suthers Nov 16th, 2023

Useful Information.

Bobbiegean Reed Jun 29th, 2023

useful information

Becki Shaughnessy Jan 4th, 2023

Great!

SIGN UP to view the video

Course Description

Key Takeaways

Suitable For

Qualifies For

FAQ

Refund/Cancellation Policy

NASBA Approved MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

David Ringstrom, CPAChartered Professional Accoutants

Comments

4.5

Andrea Garvin Oct 10th, 2024

Sandy Price Nov 29th, 2023

Michael Suthers Nov 16th, 2023

Bobbiegean Reed Jun 29th, 2023

Becki Shaughnessy Jan 4th, 2023

Details

Popular Category

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Introduction to Pivot Tables in Excel

Introduction to XLOOKUP in Microsoft 365

SIGN UP to view the video

Course Description

Key Takeaways

Suitable For

Qualifies For

FAQ

Refund/Cancellation Policy

NASBA Approved MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

David Ringstrom, CPAChartered Professional Accoutants

Comments

4.5

Andrea Garvin Oct 10th, 2024

Sandy Price Nov 29th, 2023

Michael Suthers Nov 16th, 2023

Bobbiegean Reed Jun 29th, 2023

Becki Shaughnessy Jan 4th, 2023

Details

Popular Category

Excel Courses

Building Resilient Budget Spreadsheets

Minimizing Errors within Excel Spreadsheets

Automating Excel-based Financial Statements

Introduction to Excel Macros Part 1

Introduction to Excel Macros Part 2

Introduction to Pivot Tables in Excel

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