In this presentation author and Excel expert David Ringstrom, CPA, helps you expand your Excel toolbox by comparing the INDEX/MATCH functions to the XLOOKUP worksheet function in Excel 2021 and Excel for Microsoft 365. You'll also see how to transform ugly reports exported from accounting software and other platforms into analysis ready formats by using Power Query. David will also show you how to use Excel's Solver feature to identify the combination of amounts from a list, such as invoices or deposits, that add up to an amount of your choice.
David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.
Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.
This webinar is available with
NO ADDITIONAL FEE if you have an active
all access membership or
webinar membership or can be purchased for
$29.00!
| Instructor: | David Ringstrom |
| Course No: | COMP-ADVSKILLS-G3412 |
| Recommended CPE: | 2.00 |
| Delivery Method: | Group Live - Seminar |
| Date Offered: | 12/1/2026 10:00 AM - 12:00 PM |
| Level of Knowledge: | Basic |
| Prerequisites: | Prior experience with Microsoft Excel is recommended |
| Advanced Preparation: | None |
| Registration Requirements: | No registration is required |
| Recommended Field of Study: | Computer Software and Applications
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Learning Objectives
- State the function numberthat instructs the SUBTOTAL function to sum a range of numbers.
- State the purpose of the column_index_num argument within VLOOKUP.
- Specify which ribbon tab the Keep Rows command appears on within the Power Query Editor.