Advanced Excel® Skills for Accountants – Audio/Manual


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

Excel® expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel’s® lookup functions and pivot tables. In this comprehensive topic, he reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, SUMIF, SUMIFS, and IFNA. You’ll also get a preview of the new XLOOKUP function being added to Office 365. 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 your 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.