Transcend VLOOKUP in Microsoft Excel

Overview:

Look-up formulas such as VLOOKUP allow you to return data from other locations in your spreadsheets without linking to individual worksheet cells. However, VLOOKUP can't always return the data that you need. In this session Excel expert David Ringstrom, CPA explores the nuances and limitations of VLOOKUP, helps you expand your use of this function, and then leaves you with a handful of alternatives.

Why you should Attend:

• Compare and contrast IFNA, IFERROR, and ISERROR, and see which versions of Excel support each of these worksheet functions
• Discover how to use wildcards and multiple criteria within look-up formulas
• Don't be caught off-guard by the new IFNA function available to Excel 2013 users
• Improve the integrity of spreadsheets with Excel's VLOOKUP function
• Master the versatile SUMIF function
• Perform dual lookups, where you look across columns and down rows to cross reference the data you need
• See how to arrange two worksheets from within the same workbook onscreen at the same time
• See why the MATCH and INDEX combination is often superior to VLOOKUP or HLOOKUP
• Uncover the limitations of VLOOKUP, along with alternatives
• Use the SUMIFS to sum value based on multiple criteria

Areas Covered in the Session:

• Understand how to use VLOOKUP to perform both exact and approximate matches
• Use the MATCH function to overcome a data integrity risk with VLOOKUP
• See how the SUMIF and SUMIFS functions can serve as alternatives to VLOOKUP

Who Will Benefit:

• CFOs, Controllers
• Investment Analysts, Financial Analysts, Business Analysts
• Forecasting & Planning, M&A Specialists (Mergers & Acquisitions)
• Risk Managers, Strategic Planners, Capital Expenditure Planners
• Cost Accountants, Managerial Accounts