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Advanced Excel® Skills for Accountants

January 5 @ 1:00 PM - 3:00 PM EST

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Transform overwhelming lists of data into meaningful reports using Excel’s lookup functions and PivotTables.


Excel® expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel’s lookup functions and PivotTables. In this comprehensive topic, he reveals alternatives to VLOOKUP, including the HLOOKUP, XLOOKUP, INDEX and MATCH, SUMIF, SUMIFS, and IFNA. Lookup functions are only the start, though. In many cases, you’re only a few mouse clicks away from transforming overwhelming lists of data into meaningful reports. David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel®. He draws attention to any differences in the older versions of Excel® (2019, 2016, 2013, and earlier) in his detailed handouts. He also provides an Excel® workbook that includes most of the examples he uses during the topic. 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

  • You will be able to explain how to apply a variety of LOOKUP functions in order to work more efficiently in Excel.
  • You will be able to recognize why the INDEX and MATCH combination is often superior to VLOOKUP or HLOOKUP.
  • You will be able to identify what types of user actions can trigger #REF! errors.
  • You will be able to discuss how to utilize Excel’s IFERROR function to display alternate values when VLOOKUP returns an error.


January 5
1:00 PM - 3:00 PM EST
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On Your Computer, Phone or Tablet


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