Vermont Society of Certified Public Accountants
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Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations

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Date/Time:
Nov 15, 2021, 10:00am–12:00pm
Developer:
SURGENT MCCOY SELF-STUDY CPE, LLC
Level:
Basic
How do you pull a value from a cell into another cell? Do you use a direct cell reference, like =G10? If so, you are probably missing out on some efficiency gains that could be achieved by using a variety of Excel's lookup functions. Veteran Excel users, who are aware of the VLOOKUP function, are also painfully aware of its limitations--especially that it cannot go left. We will explore how to bypass VLOOKUP's limitations by nesting functions and by moving beyond VLOOKUP altogether.

Objective

  • Recognize when and why a lookup function is better than a direct cell reference
  • Use three of Excel's many lookup functions
  • Gain comfort with the arguments of the functions presented

Highlights

  • Using lookup functions as an alternative to direct cell references
  • Understand the limitations of the VLOOKUP function
  • Discover ways to move beyond these limitations

Designed For

Accounting professionals using Excel for Windows

Prerequisite

Basic knowledge of Excel for Windows

Advanced Preparation

None
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