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Become an Expert on Lookup Functions (Course Id 1116)

QAS / Registry
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Author:

Patricia McCarthy, MBA

Course Length:

Pages: 44 ||| Word Count: 13,200 ||| Review Questions: 7 ||| Final Exam Questions: 25

CPE Credits:

5.0

IRS Credits:

0

Price:

$44.95

Passing Score:

70%

Course Type:

Text
Become an Expert on Lookup Functions - CPE course for CPAs

Technical Designation:

NonTechnical

Field Of Study:

Computer Software & Applications

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This course provides a comprehensive examination of Excels Lookup and Reference function category, covering VLOOKUP, HLOOKUP, INDEX MATCH, OFFSET, INDIRECT, and XLOOKUP.

  • Covers VLOOKUP techniques including using wildcards and searching through multiple sheets for a match.
  • Explains the advantages and disadvantages of INDEX MATCH versus VLOOKUP.
  • Reviews the OFFSET function for writing calculations that automatically update as new data is added.
  • Worth 5.0 CPE credits in Computer Software and Applications as a self study text course on Excel lookup functions, requiring a 25 question final exam preceded by 7 review questions (optional) and a 70% passing score.

Frequently Asked Questions:

Become an Expert on Lookup Functions teaches how to differentiate among LOOKUP VLOOKUP and HLOOKUP functions in Excel.

This course explains how to incorporate wildcards into VLOOKUP formulas and search through multiple sheets for a match.

Become an Expert on Lookup Functions explains the advantages and disadvantages of INDEX MATCH versus VLOOKUP and covers range names and data validation.

This course is a NonTechnical self study text course worth 5.0 CPE credits across 44 pages. The course includes a 25 question final exam preceded by 7 review questions (optional), requiring 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:

This course provides a comprehensive examination of the Lookup and Reference category in Excel.  It covers the LOOKUP and VLOOKUP functions. 

With VLOOKUP, you will learn how to: use Wildcards; search through multiple sheets for a match; and what to do if a match is not in the first column of your table. The course also explores HLOOKUP. It explains the advantages and disadvantages of INDEX MATCH versus VLOOKUP. 

The section ends with a brief overview of XLOOKUP() for those users with Excel 2019 or Microsoft 365. XLOOKUP is intended to eventually replace VLOOKUP.

The course reviews the OFFSET function, which allows you to write calculations that automatically update as new data is added.  With the INDIRECT function, you will learn how to find data on other worksheets. Finally, HYPERLINK is briefly discussed since it is in the lookup and reference section. 

Usage Rank:

13462

Release:

2016

Version:

1.0

Prerequisites:

Assumes familiarity with Excel and how to use basic functions such as SUM and COUNT. Assumes the user understands what an absolute cell reference is.

Version: This course is written for Excel 2019 and Excel 365 subscribers but users with Excel 2010 or higher should have little difficulty although you may not have access to the XLOOOKUP() function which is briefly discussed.

Experience Level:

Overview

Additional Contents:

Complete, no additional material needed.

Additional Links:

Advance Preparation:

See prerequisite.

Delivery Method:

QAS Self Study

Intended Participants:

Anyone needing Continuing Professional Education (CPE).

Revision Date:

10-Dec-2024

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:

Become an Expert on Lookup Functions - CPE course for CPAs

Learning Objectives:

Course Objective: To become familiar with the different Lookup functions in Excel and how to utilize them.

Learning Objectives:

Upon completion of this course, you should be able to:

    1. Differentiate among a variety of functions.
    2. Recognize lookup functions syntax and how to use them in calculations.
    3. Recognize the steps to incorporate data validation.
    4. Recognize the importance of a range name and how to create one.
    5. Recognize how to incorporate wildcards into functions
    6. Understand how to incorporate other functions, such as COLUMN and ROW, into Lookup and Reference functions.

Course Contents:

Chapter 1 - Become an Expert on Lookup Functions

Using the eBook

Overview of Lookup Functions

LOOKUP Function

Data Validation

Review Questions - Section 1

VLOOKUP Function

Create a Range Name

Review Questions - Section 2

VLOOKUP With IFERROR

VLOOKUP And Wildcards

Review Questions - Section 3

Combining VLOOKUPS

VLOOKUP With Other Functions

VLOOKUP Across Multiple Sheets

Review Questions- Section 4

Using VLOOKUP For Multiple Results

VLOOKUP() and ROW() and COLUMN()

Drawback to VLOOKUP

CHOOSE Function

CHOOSE VS VLOOKUP

VLOOKUP Searching In A Different Column For A Match

CHOOSE And SUM

HLOOKUP Function

Review Questions - Section 5

INDEX And MATCH

XLOOKUP

Review Questions - Section 6

OFFSET Function

INDIRECT Function

HYPERLINK Function

Links for Spreadsheets

Glossary

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