Self-Study
Mastering XLOOKUP and XMATCH
Learn how XLOOKUP(), FILTER(), TRANSPOSE(), XMATCH(), and INDEX() improve Excel data lookup, analysis, accuracy, and efficiency.
Price range: $29.00 through $49.00
Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
 Secure Transaction CPE Credits
1 Credits: Computer Software & Applications
Course Level
Overview
Format
Self-Study
Course Description
This course provides CPAs with practical instruction and examples on using Excel’s XLOOKUP() function to improve efficiency, accuracy, and data analysis capabilities. You will see how XLOOKUP() simplifies traditional lookup tasks by eliminating the limitations of VLOOKUP(). With XLOOKUP() users can now search in any direction, return multiple values, perform exact and approximate matches, and handle missing data more effectively. Use FILTER()Â and TRANSPOSE()Â within XLOOKUP() to refine your results. The course also introduces XMATCH()Â and demonstrates how it can be used in conjunction with the INDEX() to more easily locate data positions within large datasets.
Data Validation and range names are briefly discussed. There is an Excel exercise file that goes along with the course material.
By the end of this course, you will be able to use your knowledge of XLOOKUP() and XMATCH() to streamline workflows, reduce manual effort, and improve the reliability of financial data analysis.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Recognize the components of XLOOKUP() and XMATCH()Â and how to apply them
- Recognize some useful features and functions that can be used with XLOOKUP() and XMATCH()
Course Specifics
SS226489076
September 8, 2026
You need Microsoft Excel for Microsoft 365 or Excel versions 2021 or higher to use these functions. Click on Account in Excel and it will show you what version you have. If you are not sure, try typing in= XLOOKUP( and see if Excel recognizes it. If it recognizes it, you should be all set. It would be helpful to have used a nested formulas before but not necessary.
None
49
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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