Excel: XLOOKUP

  • 29
  • November 2021
    Monday
  • 09:00 AM PST | 12:00 PM EST

    Duration:  75  Mins

Level

Basic & Intermediate & Advanced

Webinar ID

IQW21K1148

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

Overview of the webinar

Microsoft announced the new XLOOKUP function for Microsoft 365 in August 2019. The function is also available in Excel 2021. In this presentation, you’ll get an overview of the 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.

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?

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

Why should you attend?

Practitioners interested in seeing the capabilities of the new XLOOKUP worksheet function in Microsoft 365 and Excel 2021.

 

  • Contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP.
  • Demonstrating how XLOOKUP can look up and down columns or across rows.
  • Displaying alternate results with XLOOKUP by populating the If_Not_Found argument instead of using IFERROR or IFNA.
  • Distinguishing how wildcards work with Excel's XLOOKUP function
  • Explaining the new XLOOKUP worksheet function being rolled out to Office 365 users.
  • Exploring the risks and benefits of participating in the free Microsoft Office Insider program.
  • Improving the integrity of spreadsheets by using SUMIF to look up values in a more flexible fashion than VLOOKUP.
  • Looking up data to the left or right of a given column with XLOOKUP.
  • Overcoming the duplicate data trap that XLOOKUP can present.
  • Realizing how blank lookup value cells cause XLOOKUP to return #N/A.
  • Returning multiple columns of data with XLOOKUP from a single formula by using Office 365's dynamic array functionality.
  • Summing results from multiple columns with a single XLOOKUP function nested within a SUM function.

Faculty - Mr.David H. Ringstrom, CPA

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.

David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.

His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.

What if you miss the Live Webinar?
Don't worry! Pay only $29 & get the full Recording.

100% MONEY BACK GUARANTEED

Refund / Cancellation policy
For group or any booking support, contact: