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Secure Transaction CPE Credits
2 Credits: Computer Software & Applications
Course Level
Intermediate
Format
Self-Study
Course Description
This course provides a comprehensive examination of the Lookup and Reference category in Excel. It covers the LOOKUP and VLOOKUP functions.
With VLOOKUP, you will learn how to: use Wildcards; search through multiple sheets for a match; and what to do if a match is not in the first column of your table. The course also explores HLOOKUP. It explains the advantages and disadvantages of INDEX MATCH versus VLOOKUP.
The section ends with a brief overview of XLOOKUP() for those users with Excel 2019 or Microsoft 365. XLOOKUP was created to eventually replace VLOOKUP.
The course reviews the OFFSET function, which allows you to write calculations that automatically update as new data is added. With the INDIRECT function, you will learn how to find data on other worksheets. Finally, HYPERLINK is briefly discussed since it is in the lookup and reference section.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Differentiate among a variety of functions.
- Recognize lookup functions syntax and how to use them in calculations.
- Recognize the steps to incorporate data validation.
- Recognize the importance of a range name and how to create one.
- Recognize how to incorporate wildcards into functions
- Understand how to incorporate other functions, such as COLUMN and ROW, into Lookup and Reference functions.
Course Specifics
SS225433483, SS225433483
June 6, 2025
Assumes familiarity with Excel and how to use basic functions such as SUM and COUNT. Assumes the user understands what an absolute cell reference is.
None
104
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award. She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona. Patricia is a …
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