October 11, 2025


Webinar


2 CPE

Mastering the Excel Lookup Functions

October 11, 2025
Webinar
2 CPE

Mastering the Excel Lookup Functions

  • Instructor

    Chris
    Smith

Learning Objectives

After attending this presentation, you will be able to...

  • Apply advanced Excel auditing tools, such as Trace Precedents, Trace Dependents, and the Error Checking feature, to effectively identify and rectify complex errors in financial spreadsheets.
  • Analyze and interpret common error messages and anomalies in Excel, enabling the ability to diagnose underlying issues in spreadsheet formulas and data inputs.
  • Distinguish between different types of Excel errors, including formula errors, reference errors, and logical errors, to implement targeted corrective actions for enhanced spreadsheet accuracy and reliability.

Major Topics

The major topics that will be covered in this class include:

  • Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manageĀ  data more effectively.
  • Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.
  • XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.
  • SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.
  • SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.
  • Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.
  • Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.
  • Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.
  • Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.
  • PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format.

CPE Credits Available

2 CPE
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Excel

Advanced Preparation

None

Intended Audience

Any Excel user that wants to learn how to use the LOOKUP functions

Provider

CPA Crossings, LLC

Register For This Event

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