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Author: |
Patricia McCarthy, MBA |
Course Length: |
Pages: 26 ||| Word Count: 7232 ||| Review Questions: 3 ||| Final Exam Questions: 5 |
CPE Credits: |
1.0 |
IRS Credits: |
0 |
Price: |
$12.95 |
Passing Score: |
70% |
Course Type: |
Text |
Technical Designation: |
NonTechnical |
Field Of Study: |
Computer Software & Applications |
Approved Audience: |
NASBA QAS - NASBA Registry |
Key Takeaways: |
This course helps accounting professionals replace outdated VLOOKUP formulas with XLOOKUP and XMATCH to improve the speed, flexibility, and accuracy of financial data analysis in Excel.
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Frequently Asked Questions: |
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Description: |
This course provides CPAs with practical instruction and examples on using Excel's XLOOKUP() function to improve efficiency, accuracy, and data analysis capabilities. You will see how XLOOKUP() simplifies traditional lookup tasks by eliminating the limitations of VLOOKUP(). With XLOOKUP() users can now search in any direction, return multiple values, perform exact and approximate matches, and handle missing data more effectively. Use FILTER() and TRANSPOSE() within XLOOKUP() to refine your results. The course also introduces XMATCH() and demonstrates how it can be used in conjunction with the INDEX() to more easily locate data positions within large datasets. Data Validation and range names are briefly discussed. There is an Excel exercise file that goes along with the course material. By the end of this course, you will be able to use your knowledge of XLOOKUP() and XMATCH() to streamline workflows, reduce manual effort, and improve the reliability of financial data analysis. |
Usage Rank: |
50000 |
Release: |
2026 |
Version: |
1.0 |
Prerequisites: |
You need Microsoft Excel for Microsoft 365 or Excel versions 2021 or higher to use these functions. Click on Account in Excel and it will show you what version you have. If you are not sure, try typing in= XLOOKUP( and see if Excel recognizes it. If it recognizes it, you should be all set. It would be helpful to have used a nested formulas before but not necessary. |
Experience Level: |
Overview |
Additional Contents: |
Complete, no additional material needed. |
Additional Links: |
Internal: New Excel Functions Every CPA Should Know
Internal: Excel Worksheets Best Practices
External: Microsoft Support XLOOKUP Function Documentation
External: Financial Analysis Using Excel: A Guide for Investors and Professionals
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Advance Preparation: |
None. |
Delivery Method: |
QAS Self Study |
Intended Participants: |
Anyone needing Continuing Professional Education (CPE). |
Revision Date: |
07-Jul-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: |
Mastering XLOOKUP and XMATCH - CPE course for CPAs |
Learning Objectives: |
Course Learning Objectives Upon completion of this course, you should be able to:
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Course Contents: |
Chapter 1 - Mastering XLOOKUP and XMATCH Course Learning Objectives Overview Lookup Functions in General XLOOKUP() Data Validation Range Names Review Questions XLOOKUP () Match_mode Search mode Multiple Results FILTER() TRANSPOSE() HLOOKUP Replacement XMATCH() Summary Review Questions Glossary |
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