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Move beyond VLOOKUP with XLOOKUP, INDEX-MATCH and FILTER, then trap the errors they return with IFERROR, IF, ISERROR and COUNTIFS.
This course provides a comprehensive guide to modernizing data lookup processes in Excel by addressing the limitations of the traditional VLOOKUP function. It covers techniques for creating dynamic, resilient formulas that adapt to column inserts, handle mismatched data types, and perform complex lookups in any direction. Participants will learn to leverage the power of INDEX-MATCH, XLOOKUP, and the versatile FILTER function to automate recurring reporting tasks and improve workbook accuracy.
Topics Covered:
CPA and Microsoft Certified Trainer
In his live CPE training sessions, Jeff Lenning CPA has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen’s Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching. He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, 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. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.