Excel expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel’s Power Query, pivot table, lookup functions, and more. In many cases you're only a few mouse clicks away from transforming overwhelming lists of data into meaningful reports. David will contrast VLOOKUP, INDEX/MATCH, SUMIF, and XLOOKUP, along with other techniques.
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. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.
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.
Who should attend:
Practitioners who can benefit by using a variety of lookup functions to work more efficiently in Excel.
Topics typically covered:
- Adding rows to a blank pivot table to create instant reports.
- Appending data from two or more worksheets into a self-updating consolidated list with Power Query.
- Contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP.
- Creating a pivot table to transform lists of data into on-screen reports.
- Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
- Discovering four different ways to remove data from a pivot table report.
- Displaying subsets of data dynamically by way of the new FILTER worksheet function.
- Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
- Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
- Explaining the new XLOOKUP worksheet function being rolled out to Microsoft 365 (former Office 365) users.
- Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature.
- Identifying the ideal data for analysis with Excel’s PivotTable feature.
This webinar is available with
NO ADDITIONAL FEE if you have an active
all access membership or
webinar membership or can be purchased for
$20.00!
| Instructor: | David Ringstrom |
| Course No: | COMP-ASKILLS-G12281 |
| Recommended CPE: | 2.00 |
| Delivery Method: | Group Internet Based - Webinar |
| Date Offered: | 8/16/2022 10:00 AM - 12:00 PM |
| Level of Knowledge: | Intermediate |
| Prerequisites: | None |
| Advanced Preparation: | None |
| Registration Requirements: | Registration with GoToWebinar is required |
| Recommended Field of Study: | Webinars - Group
Computer Software and Applications
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Learning Objectives
- Apply a variety of lookup functions in order to work more efficiently in Excel
- Recognize why the INDEX and MATCH combination is often superior to VLOOKUP or HLOOKUP
- Contrast pivot tables to lookup functions