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Friday, September 20, 2019 Webcast

Excel Lookups: Moving Beyond VLOOKUP Limitations (X1-EXLU-2019-01-WEBNR-263-01)

10:00 AM - 12:00 PM EDT

Webcast


2 CPE Credits in CS

OVERVIEW

How do you pull a value from a cell into another cell? Do you use a direct cell reference, like =G10? If so, you are probably missing out on some efficiency gains that could be achieved by using a variety of Excel's lookup functions. Veteran Excel users, who are aware of the VLOOKUP function, are also painfully aware of its limitations--especially that it cannot go left. We will explore how to bypass VLOOKUP's limitations by nesting functions and by moving beyond VLOOKUP altogether.

DESIGNED FOR

Accounting professionals using Excel for Windows.

BENEFITS

  • Recognize when and why a lookup function is better than a direct cell reference
  • Use three of Excel's many lookup functions
  • Gain comfort with the arguments of the functions presented

HIGHLIGHTS

  • Using lookup functions as an alternative to direct cell references
  • Understand the limitations of the VLOOKUP function
  • Discover ways to move beyond these limitations

COURSE LEVEL

Basic

PREREQUISITES

Basic knowledge of Excel for Windows.

ADVANCE PREPARATION

None

INSTRUCTOR

Jeff Lenning

Jeff Lenning

Jeff is in charge of the day-to-day management and operations of the company. He is a nationally recognized speaker, author, and trainer, and provides Microsoft Excel and Access training to enterprise clients and provides continuing education to CPAs on technology related topics including Excel and Access. The Journal of Accountancy and other publications have featured many of his technology related articles. Jeff is heavily involved in the accounting profession. He is a former chair of the California CPA State Technology Committee, the co-chair of the California CPA OCLB Chapter Technology Committee, a Board Member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. He is a Microsoft Office Certified Excel Expert.

He began his career at Arthur Andersen in the Orange County office in the audit practice. He then worked at Gateway computers as a Senior Financial Analyst, and then at Interpore Cross International as the Accounting Manager. In 2000, he started Click Consulting, a technology consulting firm which specializes in network support and web-application development.