Excel Explained: VLOOKUP, INDEX/MATCH, and Beyond
Excel expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel’s lookup functions. While many users rely on VLOOKUP to return data from other locations in a worksheet, that’s not always the most efficient approach. In this comprehensive presentation, Ringstrom reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, XLOOKUP, SUMIF, SUMIFS, SUMPRODUCT, IFNA, FILTER functions, and more.
Ringstrom demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. Ringstrom draws your attention to any differences in the older versions of Excel (2021, 2019, 2016, and earlier) during the presentation as well as in his detailed handouts. Ringstrom also provides an Excel workbook that includes most of the examples he uses during the webcast.
Microsoft 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 2021, Excel 2019, and so on.
What You’ll Learn
- Contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP
- Demonstrating how XLOOKUP can look up and down columns or across rows
- Diagnosing #N/A errors that arise when numbers are stored as text or when text contains extraneous spaces
- Discovering how to use wildcards and multiple criteria within lookup formulas
- Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts
- Displaying alternate results with XLOOKUP by populating the If_Not_Found argument instead of using IFERROR or IFNA
- Displaying subsets of data dynamically by way of the new FILTER worksheet function
- Eliminating inputs that could cause VLOOKUP to return #N/A with Data Validation
- Employing the SUMIF function to sum values related to multiple instances of criteria you specify
- Exploring the XLOOKUP worksheet function in Excel 2021 and Microsoft 365
- Filtering based upon two or more conditions with the FILTER function in Excel 2021 and Microsoft 365
- Identifying situations where VLOOKUP may return #N/A instead of a value
Who Should Attend
Practitioners who can benefit by using a variety of lookup functions to work more efficiently in Excel.
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. Ringstrom’s mantra is “Either you work Excel, or it works you”, so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about Ringstrom, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).
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