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Become an Expert on Excel Lookup Functions ON DEMAND

Available Until

Your Desk

5.0 Credits

Member Price $87.00

Non-Member Price $100.00


This course provides a comprehensive examination of the Lookup and Reference category in Excel. It covers the LOOKUP and VLOOKUP functions. 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()which is still in Beta as of September 2019. It 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.


Overview of LOOKUP Functions. VLOOKUP Function. VLOOKUP With IFERROR. Combining VLOOKUPS. VLOOKUP With Other Functions. Using VLOOKUP For Multiple Results. INDEX And MATCH.



Designed For

CPAs and other accounting, financial, and business professionals who want to learn Excel Lookup Functions.


Recognize the syntax, location, characteristics, and use of the functions LOOKUP, VLOOKUP, CHOOSE, and HLOOKUP in Excel. Recognize the usage and location of the data validation feature. Recognize the characteristics, treatment, and creation of range names in Excel. Recognize the syntax and usage of wildcards and other functions such as COLUMN, ROW, IFERROR, ISERROR in a VLOOKUP function. Recognize the syntax and characteristics of an INDEX MATCH function. Recognize the syntax and use of OFFSET to create dynamically updated data. Use the INDIRECT function to retrieve information. Recognize the syntax and application of other Lookup and Reference functions such as COUNT and HYPERLINK.






Leader Bios

Patricia McCarthy, Western CPE

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 graduate of the College of the Holy Cross and also holds an MBA from Babson College. She was a full-time lecturer in Butler University’s School of Business for 6 years and has taught at several of Indiana’s other universities.

Patricia also has an extensive business background in audit and financial functions. She runs a blog called Chatting about Excel and More, and she writes self-study CPE courses on Microsoft Excel for Western CPE.

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Non-Member Price $100.00

Member Price $87.00