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2/25/2014 1 Written and Presented by David H. Ringstrom, CPA Accounting Advisors, Inc. www.accountingadvisors.com About the speaker: David is owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. Throughout his career David has spoken at conferences on Microsoft Excel, and written dozens of freelance articles about spreadsheets. He offers Excel and Access training and consulting services nationwide. Last Revised: 02/25/14 Slide ID: 445 Introduction to VLOOKUP Slide ID: 2600 2 of 23 VLOOKUP - #REF! Error Slide ID: 2607 3 of 23

High Impact Excel VLOOKUP Edition- - AccountingWEB

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Page 1: High Impact Excel VLOOKUP Edition-  - AccountingWEB

2/25/2014

1

Written and Presented by David H. Ringstrom, CPA Accounting Advisors, Inc.

www.accountingadvisors.com

About the speaker: David is owner of Accounting Advisors, Inc., an Atlanta-based

spreadsheet consulting firm that he started in 1991. Throughout his career David has spoken at conferences on Microsoft Excel, and

written dozens of freelance articles about spreadsheets. He offers Excel and Access training and consulting services nationwide.

Last Revised: 02/25/14

Slide ID: 445

Introduction to VLOOKUP

Slide ID: 2600

2 of 23

VLOOKUP - #REF! Error

Slide ID: 2607

3 of 23

Page 2: High Impact Excel VLOOKUP Edition-  - AccountingWEB

2/25/2014

2

VLOOKUP - Text vs. Numbers

Slide ID: 2606

4 of 23

VLOOKUP with TEXT Function

Slide ID: 2608

5 of 23

Streamlining VLOOKUP

Slide ID: 2601

6 of 23

Page 3: High Impact Excel VLOOKUP Edition-  - AccountingWEB

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3

Using the Table feature with VLOOKUP

Slide ID: 2602

7 of 23

Introduction to the MATCH Function

Slide ID: 2604

8 of 23

VLOOKUP with MATCH

Slide ID: 2605

9 of 23

Page 4: High Impact Excel VLOOKUP Edition-  - AccountingWEB

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Viewing Two Worksheets at Once

Slide ID: 1795

10 of 23

Wild Card Lookups

Slide ID: 1807

11 of 23

Duplicate Data Trap

12 12

Formula returned 0 instead of -90 because 40100 appears on the list twice. Consider using SUMIF or COUNTIF.

Slide ID: 1808

12 of 23

Page 5: High Impact Excel VLOOKUP Edition-  - AccountingWEB

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Returning data from the Left

We can use the CHOOSE function to create an array of columns that VLOOKUP can use to return data from the left. First, let’s see a traditional use of CHOOSE.

13

Slide ID: 1810

13 of 23

CHOOSE inside VLOOKUP

14

In this context, CHOOSE creates an array of two

columns. You’ll always specify two columns, and have VLOOKUP return data from the second column.

Hat tip to Richard Schollar by way of Bill Jelen (aka Mr. Excel) for this clever use of the CHOOSE function.

Slide ID: 1811

14 of 23

MATCH/INDEX Example

Slide ID: 1815

15 of 23

Page 6: High Impact Excel VLOOKUP Edition-  - AccountingWEB

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Two-Way Lookup

Slide ID: 1818

16 of 23

SUMIF Function

Slide ID: 1820

17 of 23

SUMIFS Example

18

SUMIFS typically has 5 arguments, but you may

specify up to 128 criteria for a total of 129 arguments.

Slide ID: 1822

18 of 23

Page 7: High Impact Excel VLOOKUP Edition-  - AccountingWEB

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SUMPRODUCT

19

SUMPRODUCT is a versatile function that can multiply cells together and provide a

sum of the result. However, it can also serve as a multiple-criteria look-up function.

Slide ID: 1987

19 of 23

SUMPRODUCT

Slide ID: 2362

20 of 23

Formula Error Handling Evolution

Slide ID: 2179

21 of 23

Page 8: High Impact Excel VLOOKUP Edition-  - AccountingWEB

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VLOOKUP Week Web site Bill Jelen (aka Mr. Excel) sponsored VLOOKUP week

March 25-March 31, 2012. The web site contains dozens of innovative uses of lookup formulas that go far beyond what we’ve discussed today.

http://vlookupweek.wordpress.com

22

Slide ID: 1845

22 of 23

Questions? Spreadsheet Consulting help? I’m happy to hear from you (e-mail is best):

David Ringstrom

Accounting Advisors, Inc. 614 Park Avenue SE

Atlanta, Georgia 30312 404-784-0275

[email protected]

Get notified when I write new articles about Excel, et. al.:

Slide ID: 485

www.twitter.com/excelwriter www.facebook.com/accountingadvisors

www. linkedin.com/in/davidringstrom