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# Demystify Excel: Advanced Lookup Formulas

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## Demystify Excel: Advanced Lookup Formulas

### Speaker : David H. Ringstrom, CPA

While many Excel users rely on the VLOOKUP function for basic lookup functionality within their spreadsheets, this is often because they’re unaware of ways to improve the integrity of VLOOKUP. In this comprehensive presentation, Excel expert David Ringstrom, CPA, discusses a variety of alternatives to VLOOKUP, including the INDEX and MATCH, SUMIF, SUMIFS, SUMPRODUCT, IFNA, and OFFSET functions.

Participants will learn a variety of alternatives to the VLOOKUP function, including the INDEX and MATCH, SUMIF, SUMIFS, SUMPRODUCT, IFNA, and OFFSET functions. David also explains how to: use the Table feature to future-proof VLOOKUP, view two worksheets from the same workbook simultaneously, summarize data based on a single criteria, find the position of an item in a list, and reference data from one or more accounting periods.

David’s materials cover Excel 2016, 2013, 2010, and 2007. Depending on the topic, he demonstrates techniques in Excel 2010, 2013, or 2016 while noting differences in other versions of Excel when warranted. David’s detailed handouts, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes a majority of the examples he uses to demonstrate techniques during the presentation.
• Avoiding the complexity of nested IF statements with Excel’s CHOOSE function.
• Learning why the INDEX and MATCH combination often is superior to VLOOKUP or HLOOKUP.
• Seeing how the HLOOKUP function enables you to perform horizontal matches.
• Using the SUMIF function to summarize data based on a single criterion.
• Comparing the MIN, SMALL, MAX, and LARGE functions.
• Future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges.
• Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
• Using the MATCH function to find the position of an item on a list.
• Using the SUMIFS function to sum values based on multiple criteria.
• Discovering how to use wildcards and multiple criteria within lookup formulas.
• Seeing how to view two worksheets from within the same workbook at the same time.
• Learning about the IFNA function available in Excel 2013 and later.
• Identify alternatives to the VLOOKUP function.
• Identify ways to improve the integrity of the VLOOKUP function.
• Apply the INDEX and MATCH, SUMIF, SUMIFS, SUMPRODUCT, IFNA, and OFFSET functions.
• Accountants
• CPAs
• CFOs
• Controllers
• Excel Users
• Income Tax Preparers
• Enrolled Agents
• Financial Consultants
• IT Professionals
• Auditors
• Human Resource Personnel

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