In this presentation author and Excel expert David H. Ringstrom, CPA, demystifies Excel’s family of lookup functions, guiding you from the legacy VLOOKUP formula to the more versatile XLOOKUP. David shows how to build lookup formulas from the ground up, using Excel’s built-in help tools to enter lookup values, select arrays, and troubleshoot common issues such as #REF! and #N/A errors. He contrasts approximate and exact match behavior, explains how to eliminate errors caused by extra spaces or AutoCorrect quirks, and demonstrates how to handle missing matches gracefully using IFNA. Along the way, you’ll explore best practices such as future-proofing lookup formulas, using tables for structured referencing, and pairing INDEX with MATCH to enhance flexibility. Whether you’re stuck on VLOOKUP or ready to dive into XLOOKUP, this session will deepen your understanding and improve your lookup reliability.

Learning Objectives:
• State which XLOOKUP argument causes an alternate value to be displayed in lieu of #N/A.
• State the arguments for Excel’s SUMIF function.
• Recall what to specify in the match_mode argument to cause XLOOKUP to return an approximate match based upon the next smaller item.

To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher.

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