Expediting Excel: Mastering Advanced Excel Formulas
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.
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Many users rely on VLOOKUP for basic lookup functionality in spreadsheets, but they often are unaware of ways to improve the integrity of this venerable function. In this session, Excel expert David H. Ringstrom, CPA, introduces the VLOOKUP function and then quickly goes beyond the basics. Discover what can go awry with VLOOKUP; how to future-proof the function; and explore alternatives, such as MATCH/INDEX, SUMIF, SUMIFS, SMALL/LARGE, MIN/MAX, and OFFSET.
David’s courses are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants’ questions, so come ready to pick his brain. His detailed handouts serve as reference tools you can fall back on after participating in one of his webcasts. In addition, he provides an Excel workbook that includes a majority of the examples he uses during each session.
David’s materials cover Excel 2016, 2013, 2010, and 2007. During live presentations he teaches from the version of Excel the majority of attendees are using
Learn the risks of linked workbooks, determine if a workbook contains links, and see how links can hide within Excel features.
Improve the integrity of spreadsheets with Excel’s VLOOKUP function.
Use VLOOKUP to perform approximate matches.
Use the IFERROR function to display something other than #N/A when VLOOKUP can’t find a match.
See what types of user actions can trigger #REF! errors.
Learn about the IFNA function available in Excel 2013 and later.
Future-proof VLOOKUP by using Excel’s Table feature versus referencing static ranges.
Use the MATCH function to find the position of an item on a list.
Perform dual lookups, which allow you to look across columns and down rows to cross-reference the data you need.
Avoid the complexity of nested IF statements with Excel’s CHOOSE function.
Make VLOOKUP look up data from the left by using the CHOOSE function.
Learn why the INDEX and MATCH combination often is superior to VLOOKUP or HLOOKUP.
Compare the MIN, SMALL, MAX, and LARGE functions.
Use the SUMIF function to summarize data based on a single criterion.
Use the SUMIFS function to sum values based on multiple criteria.
Identify which versions of Excel support the IFNA worksheet function.
Identify two common # sign errors VLOOKUP can trigger.
Define uses of the OFFSET worksheet function.