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Agile Excel: XLOOKUP (Video) (Course Id 1643)

QAS / Registry
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Author:

David Ringstrom, CPA

Course Length:

Pages: 3 ||| Review Questions: 6 ||| Final Exam Questions: 10

CPE Credits:

2.0

IRS Credits:

0

Price:

$29.95

Passing Score:

70%

Course Type:

Video
Agile Excel: XLOOKUP (Video) - CPE course for CPAs

Technical Designation:

NonTechnical

Field Of Study:

Computer Software & Applications

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This video course compares the newer XLOOKUP function in Excel to VLOOKUP, HLOOKUP, and INDEX MATCH for Office 365 users.

  • Explains that XLOOKUP is available only to Office 365 subscribers and not in Excel 2019, 2016, or earlier versions.
  • Demonstrates the ability to look across rows or down columns and return data to the left or right of the lookup value column.
  • Compares XLOOKUP against the most commonly used lookup functions in Excel through side by side demonstrations.
  • Worth 2.0 CPE credits in Computer Software and Applications as a self study video course on the XLOOKUP function in Excel, requiring a 10 question final exam preceded by 6 review questions and a 70% passing score.

Frequently Asked Questions:

This Agile Excel XLOOKUP course teaches how to identify the purpose of Excels XLOOKUP function.

This course teaches how to state the purpose of the column index num argument within VLOOKUP.

This course teaches how to identify the number of criteria pairs that can be specified in the MAXIFS function.

This Agile Excel XLOOKUP video course carries 2.0 CPE credits in Computer Software and Applications as a Nontechnical, self study course, requiring a 10 question final exam preceded by 6 review questions (optional) with a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

In this presentation you’ll get an overview of the new XLOOKUP function and see how it compares to both VLOOKUP, HLOOKUP and INDEX/MATCH, as well as the similarities that XLOOKUP has with the obsolete LOOKUP function in Excel. XLOOKUP is available to Office 365 subscribers, and is not available in Excel 2019, 2016, or any earlier versions. Some compelling aspects of XLOOKUP include the ability to look across rows or down columns, return data to the left or right of the lookup_value column, return results from multiple columns or rows, and much more. The presentation offers a detailed comparison of XLOOKUP versus the most commonly used look-up functions in Excel.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the 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.

Usage Rank:

12857

Release:

2020

Version:

1.0

Prerequisites:

None.

Experience Level:

Overview

Additional Contents:

Complete, no additional material needed.

Additional Links:

Advance Preparation:

None.

Delivery Method:

QAS Self Study

Intended Participants:

Anyone needing Continuing Professional Education (CPE).

Revision Date:

22-Apr-2026

NASBA Course Declaration:

Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.

Keywords:

Agile Excel: XLOOKUP (Video) - CPE course for CPAs

Learning Objectives:

Course Learning Objectives

  • Identify the purpose of Excel’s XLOOKUP function.
  • State the purpose of the column_index_num argument within VLOOKUP.
  • Identify the number of criteria pairs that you can specify in the MAXIFS function.
  • State what the MATCH function returns when the lookup_value is found.

  • Course Contents:

    Chapter 1 - Agile Excel: XLOOKUP

    Chapter 1 Review Questions

    Glossary - Key Terms

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