Transform overwhelming lists of data into meaningful reports using Excel's® LOOKUP functions and PivotTables.
Excel® expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel's® LOOKUP functions and PivotTables. In this comprehensive topic, he reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, SUMIF, SUMIFS, and IFNA. You'll also get a preview of the new XLOOKUP function being added to Office 365. LOOKUP functions are only the start, though. In many cases you're only a few mouse clicks away from transforming overwhelming lists of data into meaningful reports. David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel®. He draws your attention to any differences in the older versions of Excel® (2019, 2016, 2013, and earlier) in his detailed handouts. He also provides an Excel® workbook that includes most of the examples he uses during the topic. Office 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.
Learning Objectives
- You will be able to differentiate between the different look-up functions.
- You will be able to recognize the different parameters used in look-up functions.
- You will be able to identify the steps and rules involved in creating and manipulating a Pivot Table
- You will be able to identify the steps to link web data to Excel.
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Agenda
Adding Fields to a Blank PivotTable to Create Instant Reports
Contrasting the INDEX and MATCH Combination to VLOOKUP or HLOOKUP
Creating a PivotTable to Transform Lists of Data Into On-Screen Reports
Determining Which Refresh Commands in Excel® Update a Single PivotTable vs. All PivotTables in a Workbook
Discovering Four Different Ways to Remove Data From a PivotTable Report
Discovering How to Use Wildcards and Multiple Criteria Within Lookup Formulas
Distinguishing the Differences Among PivotTable-Related Menus in Excel® 2013 and Later vs. Older Versions of Excel®
Employing the SUMIF Function to Sum Values Related to Multiple Instances of Criteria You Specify
Explaining the New XLOOKUP Worksheet Function Being Rolled out to Office 365 Users
Filtering Data Within PivotTables in Excel® 2010 and Later by Way of the Slicer Feature
Identifying Situations Where VLOOKUP May Return #N/A Instead of a Value
Identifying the Ideal Data for Analysis With Excel's® PivotTable Feature
Integrating Data on Web Pages Into Your Workbooks and Creating Automatic Links
Learning About the IFNA Function Available in Excel® 2013 and Later
Learning What Types of User Actions Can Trigger #REF Errors
Performing Dual Lookups, Which Allow You to Look Across Columns and Down Rows to Cross-Reference the Data You Need
Summarizing Data From Access Databases With PivotTables, Even If You Don't Have Microsoft Access® Installed
Transforming Numbers Stored as Text Into Values by Way of the Text to Columns Wizard
Understanding How the VLOOKUP Function Allows You to Look up Data Instead of Having to Manually Reference Individual Cells
Using the HLOOKUP Function to Look Horizontally Across Rows in Any Version of Excel®
Using the MATCH Function to Find the Position of an Item in a List
Using the SUMIFS Function to Sum Values Based on Multiple Criteria
Using VLOOKUP to Perform Approximate Matches
Utilizing Excel's® IFERROR Function to Display Alternate Values When VLOOKUP Returns an Error
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This course was last reviewed on November 15, 2023.
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CPE/NASBA - QAS Self Study 2.6 including Information Technology 2.6
- Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study 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 web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.6 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Information Technology for 2.6 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
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Faculty
David H. Ringstrom, CPA
Accounting Advisors, Inc.
- President and owner of Accounting Advisors, Inc. based in Atlanta, Georgia
- Founded Accounting Advisors in 1991 as a consulting services business, but in 2007, 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
- Widely sought after as a webinar speaker on Microsoft® Excel® for both public and in-house engagements
- His Excel® courses cover the gamut of the features and functions to provide professionals the knowledge they need to work more efficiently and effectively
- Coined the phrase, “Either you work Excel®, or it works you;” his training sessions focus on what users often don’t know but should know about Microsoft® Excel®
- His comprehensive yet easy to understand presentations cover Excel® 2016, 2013, 2010, and 2007
- His webcasts are fast-paced, and he welcomes questions; 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
- Co-wrote Idiot’s Guides: Introductory Accounting
- Current and previous articles include Accounting Web (staff writer); Sleeter Report (blog columnist); Microsoft’s Professional Accountants’ Network; The Successful California Accountant; New Jersey Society of CPAs; Microsoft Office and VBA Developer; Microsoft Small Business Accounting; Inside Lotus 1-2-3; Inside Quattro Pro; Inside FileMaker Pro; Inside Peachtree; Inside QuickBooks
- Technical editor of more than 34 books, many in the For Dummies® series, including QuickBooks® Simple Start for Dummies; QuickBooks® for Dummies; QuickBooks® All-in-One Desk Reference for Dummies; Quicken for Dummies; Quicken All-in-One Desk Reference for Dummies; Peachtree for Dummies; and .com for Dummies
- Public speaking includes American Woman’s Society of Certified Public Accountants Atlanta Chapter; Georgia Government Finance Officers Association; Georgia Society of CPAs, North Perimeter Chapter; Georgia Society of CPAs, Southeastern Accounting Show; Georgia Tech’s Center for Manufacturing Information Technology; South Carolina Society of CPAs; and dozens of webinar providers
- B.B.A. degree in accounting, Georgia State University
- Can be contacted at Twitter® @excelwriter
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