Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups

Overview

Focused training in E

Practical hands-on Excel learning exercises taught by a highly engaging expert in the field
You’ll develop your expertise with real-world Excel workbooks. Despite the popularity of VLOOKUP, it has its drawbacks. This session will address these drawbacks while offering alternatives.
You’ll walk through the VLOOKUP and IFERROR functions, and explore the following topics:

Improving the use of VLOOKUP with VALUE/TEXT

Improving the use of VLOOKUP with MATCH.

Moving beyond VLOOKUP with INDEX

Trapping errors with IFERROR

Moving beyond basic Excel functions

Grasping the limitations and possible enhancements for the VLOOKUP feature, along with methods to handle errors can elevate your proficiency in Excel.

You'll also partake in hands-on Excel activities that showcase the integration of functions and their use in crafting spreadsheets, encompassing:

Combining functions to enhance flexibility

Utilizing functions for atypical data categories

Perfecting sophisticated lookup functions

*Session 5 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching [Session 6: List Comparisons and Indenting] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-6--list-comparisons-and-indenting) to further prepare to tackle real-world issues and build powerful workbooks.*

Course Instructor: Liam Bastick

Highlights

VLOOKUP function

MATCH function

INDEX function

Error trapping

IF function

Prerequisites

Working knowledge of Excel

Designed For

Accounting and finance professionals who’d like to improve their mastery of Microsoft Excel

Objectives

Apply the use of VLOOKUP with MATCH to search information effectively in Excel.
Apply the use of VLOOKUP with VALUE/TEXT to increase VLOOKUP functionality.
Determine when to move beyond VLOOKUP with the INDEX function.
Identify ways to trap errors with IFERROR.
Use the IF function.

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by AICPA (do_not_reply@on24event.com). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.