XLOOKUP - VLOOKUP - INDEX/MATCH - SUMIFS
While VLOOKUP has long been the go-to function for data retrieval in Excel, it’s not always the best tool for the job. In this focused course, you’ll explore a range of powerful lookup functions, including INDEX/MATCH, SUMIFS, and the newer XLOOKUP (available in recent Excel versions). You'll learn the advantages, limitations, and ideal use cases for each function to help you choose the most efficient and reliable method based on your data structure and Excel version.
Perfect for Excel users looking to sharpen their data analysis skills, this course will give you the confidence to move beyond VLOOKUP and unlock more advanced, flexible lookup techniques.
CPA and Microsoft Certified Trainer
In his live CPE training sessions, Jeff Lenning CPA CITP has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen’s Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching. He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.
