Course Description:
This course provides a comprehensive examination of the Lookup and Reference category in Excel. It covers the LOOKUP and VLOOKUP functions.
With VLOOKUP, you will learn how to: use Wildcards; search through multiple sheets for a match; and what to do if a match is not in the first column of your table.
The course also explores HLOOKUP. It explains the advantages and disadvantages of INDEX MATCH versus VLOOKUP.
The section ends with a brief overview of XLOOKUP() which is still in Beta as of December 2019.
It reviews the OFFSET function, which allows you to write calculations that automatically update as new data is added. With the INDIRECT function, you will learn how to find data on other worksheets. Finally, HYPERLINK is briefly discussed since it is in the lookup and reference section.
Course Objective: To become familiar with the different Lookup functions in Excel and how to utilize them.
Learning Objectives:
Upon completion of this course, you should be able to:
1. Differentiate among a variety of functions.
2. Recognize lookup functions syntax and how to use them in calculations.
3. Recognize the steps to incorporate data validation.
4. Recognize the importance of a range name and how to create one.
5. Recognize how to incorporate wildcards into functions
6. Understand how to incorporate other functions, such as COLUMN and ROW, into Lookup and Reference functions.
Prerequisites: Assumes familiarity with Excel and how to use basic functions such as SUM and COUNT. Assumes the user understands what an absolute cell reference is.
Version: This course is written for Excel 365 subscribers but users with Excel 2010 or higher should have little difficulty.
Level: Intermediate
NASBA Category: Computer Software and Applications
Revision Date: 5/1/21
Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
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