2 Hours Virtual Seminar on Practical Excel Techniques for Lookup Functions

Are your spreadsheets lacking the integrity and resilience you wished for? This webinar presented by Excel expert David Ringstrom, CPA, will prove to be extremely insightful and helpful. We will take a deep dive into a variety of worksheet lookup functions. To empower you to work more efficiently in Excel, David will share multiple troubleshooting techniques that will boost your performance. Overview of the popular VLOOKUP function will be covered along with contrasting it with the HLOOKUP and VLOOKUP functions. Learn how to take lookup functions a few steps further with the Data Validation and Table features. We will show you how to implement next-level lookup functions, such as MATCH/INDEX, CHOOSE, SUMIF, and SUMIFS. The best thing about this online session is that David demonstrates every technique at least twice. First, on a PowerPoint slide showcasing each step, and second, in the subscription-based Office 365 version of Excel. He will also bring your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation. Detailed handouts and an Excel workbook that includes most of the examples he uses during the webcast will also be shared with the attendees. 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:

  • State what the SUMIFS function returns if you link to data in another workbook that isn’t open at the time
  • Identify the arguments used by the SUMIF function
  • Recall what types of user actions can trigger #REF! errors

Seminar Agenda:

  • Performing dual lookups, which allow you to look across columns and down rows to cross-reference the data you need.
  • Using the HLOOKUP function to look horizontally across rows in any version of Excel.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Identifying situations where VLOOKUP may return #N/A instead of a value.
  • Using the TEXT function to force lookup values to match text-based table arrays.
  • Utilizing Excel’s IFERROR function to display alternate values when VLOOKUP returns an error.
  • Learning what types of user actions can trigger #REF! errors.
  • Contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP.
  • Using the SUMIFS function to sum values based on multiple criteria.
  • Explaining the new XLOOKUP worksheet function being rolled out to Office 365 users.
  • Removing the Table feature from a worksheet if it’s no longer needed.
  • Using the MATCH function to find the position of an item in a list

Who Should Attend:

  • CFOs
  • CPAs
  • Controllers
  • Investment Analysts
  • Financial Analysts
  • Business Analysts
  • Forecasting & Planning Teams
  • M&A Specialists (Mergers & Acquisitions)
  • Risk Managers
  • Strategic Planners
  • Capital Expenditure Planners
  • Cost Accountants
  • Managerial Accountants
  • Other Accounting and Finance Professionals
  • Human Resources Departments
  • IT Departments
  • Auditors
  • Banking Professionals
  • Insurance Professionals
  • Excel Users in Regulated Lifesciences Industry
  • Logistics and Supply Chain Professionals
  • Sales and Marketing Professionals


David H Ringstrom

David H. Ringstrom, CPA, is a nationally recognized Microsoft Excel expert. He is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, later he began teaching continuing education classes as well. His mission since is to offer quality training and consulting services on Microsoft Excel via live webcasts, on-demand self-study webcasts, and in-house engagements. David has taught hundreds of webinars on Excel and other topics, in addition to speaking at conferences and in-house engagements.

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  • Login Information with Password to join the session, 24 hours prior to the webinar
  • Presentation Handout in .pdf format
  • Presentation from the Speaker
  • Feedback form
  • Certificate of Attendance
  • Recording access Information with Password to view the webinar, will be sent 24 hours after the completion of the Live webinar.
  • Presentation Handout in .pdf format
  • Certificate of Attendance