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Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups
Technology
Webcast

Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups

Focused training in Excel to overcome VLOOKUP errors and constraints, enhancing data precision for those in the accounting field.

$125 - $149
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2

Instructor

Liam Bastick

Availability

Product Number

VCL2EXAP05250709

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 Business & partner 
Product Details

Practical hands-on Excel learning exercises taught by a highly engaging expert in the field

You’ll develop your expertise with real-world Excel workbooks. Despite the popularity of VLOOKUP, it has its drawbacks. This session will address these drawbacks while offering alternatives. You’ll walk through the VLOOKUP and IFERROR functions, and explore the following topics:

  • Improving the use of VLOOKUP with VALUE/TEXT
  • Improving the use of VLOOKUP with MATCH.
  • Moving beyond VLOOKUP with INDEX
  • Trapping errors with IFERROR

Moving beyond basic Excel functions

Grasping the limitations and possible enhancements for the VLOOKUP feature, along with methods to handle errors can elevate your proficiency in Excel.

You’ll also partake in hands-on Excel activities that showcase the integration of functions and their use in crafting spreadsheets, encompassing:

  • Combining functions to enhance flexibility
  • Utilizing functions for atypical data categories
  • Perfecting sophisticated lookup functions

Session 5 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching Session 6: List Comparisons and Indenting to further prepare to tackle real-world issues and build powerful workbooks.

Key Topics

  • VLOOKUP function
  • MATCH function
  • INDEX function
  • Error trapping
  • IF function

Learning Outcomes

  • Apply the use of VLOOKUP with MATCH to search information effectively in Excel.
  • Apply the use of VLOOKUP with VALUE/TEXT to increase VLOOKUP functionality.
  • Determine when to move beyond VLOOKUP with the INDEX function.
  • Identify ways to trap errors with IFERROR.
  • Use the IF function.

Who Will Benefit

Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel

Credit Info
CPE Credits
2
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Working knowledge of Excel
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$149.00
AICPA Members
$125.00
CIMA Members
$125.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Liam Bastick
FCA, FCMA
Liam has over 30 years of experience in financial model development, auditing, valuations, M&A, strategy, training, and consultancy. He is the Managing Director of the boutique modelling firm, SumProduct, providing corporate finance modeming assistance, training, and consulting to clients worldwide. A regular author and editor of accounting, modelling, and Excel articles, Liam has written various books, including Excel Insights, Introduction to Financial Modelling, and Financial Modelling for Power BI. He is also an award-winning trainer, recognized 13 times as a Most Valuable Professional (MVP) in Excel by Microsoft, and appointed worldwide. He won the inaugural Lifetime Achievement Award for Financial Modelling (FMI) in 2021 and was a finalist for the Lifetime Achievement Award in MS Excel (2023) (GES).
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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