Excel: What s the Deal with VLOOKUP?

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1 October 28, 2016 Presented by Jeff Lenning, CPA, CITP Thank You! Thank you for participating in today s CCH Webinar. If you need technical support during today s program, please call Please check out additional programs at CCH and its affiliates. All Rights Reserved 4025 W. Peterson Avenue, Chicago, IL

2 Getting the Best Audio Experience The primary audio connection for today s program is streaming via your computer. Please refer to the audience chat in the webinar for the back-up phone number to use if you are unable to listen to the steaming audio. As audience members, you will be in a listen only mode throughout the program, for those who have connected to this webinar via the telephone, and are listening on a speaker-phone that has a mute or mic-off button, it s usually a good idea to press that button, since some units will clip off the incoming sound when they detect conversation. Webinar Instructions Please follow along with our presenter during this program using the presentation materials included in this package. If you have questions during the webinar, you can send them via the Chat Tab and they will be passed along to our presenter for response during the Q&A session at the end of the program. CPE Certificate of Attendance Process Automated Online You will be able to retrieve your CPE certificate for participating in this webinar online and print it and save it right at your desktop after today s webinar. If you are registered to receive a CPE certificate, at the end of today s program, you should return to to retrieve your certificate. The certificate is found along the right hand side of your screen when you close your window at the conclusion of the program. You'll need the three attendance check items you record during the program on the Attendance Validation Form on the following page please keep this for your files CCH and its affiliates. All Rights Reserved 4025 W. Peterson Avenue, Chicago, IL

3 Attendance Validations October 28, 2016 At three different points during today s webinar, the program moderator will state a piece of information that you are required to have in order to verify your participation in today s program. We have provided three numbered lines below for recording this information 1) 2) 3) 2016 CCH and its affiliates. All Rights Reserved 4025 W. Peterson Avenue, Chicago, IL

About Our Speaker Jeff Lenning, CPA, CITP Jeff Lenning, CPA, CITP This presentation and these materials are designed to provide accurate and authoritative information in regard to the subject matter

5 About Our Speaker Jeff Lenning, CPA, CITP Jeff Lenning, CPA, CITP This presentation and these materials are designed to provide accurate and authoritative information in regard to the subject matter covered. This presentation and these materials are provided solely as a teaching tool, with the understanding that the publisher and instructor are not engaged in rendering legal, accounting, or other professional service and that they are not offering such advice in this presentation and these accompanying materials. Practitioners should always determine and incorporate all of the material facts and circumstances that apply to a particular situation and conduct the necessary research to determine whether any new statutory or regulatory requirements are relevant and should be applied. If legal advice or other expert assistance is required, the service of a competent professional person should be sought. Jeff Lenning is the author of Excel University ( and has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient through his live CPE session. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. Jeff began his career in the audit practice at Arthur Andersen's Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology consulting firm. In 2012, he launched Excel University. He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and Microsoft Certified Trainer. He has been recognized with the California CPA Education Foundation's Award for Instructor Excellence and Outstanding Webcast Instructor. Thank You! 2016 CCH and its affiliates. All Rights Reserved 4025 W. Peterson Avenue, Chicago, IL

6 UPCOMING WEBINARS October 2016 Mon 31 Dealerships: Accounting and Audit Update Lewis Fisher, CPA Thank you for attending today s CCH Webinar! Please check out additional programs at CCH and its affiliates. All Rights Reserved 2700 Lake Cook Road, Riverwoods, IL

7 UPCOMING WEBINARS November 2016 Tue 1 Tue 1 Wed 2 Wed 2 Thu 3 CCH Webinars Monthly Federal Tax Update (November 2016) Trust Fundamentals: A Practical Primer for Tax Practitioners Disasters and Taxes: Tax Treatment of Casualty Losses Pricing, Billing and Collecting Fees for Individual Tax Returns Captive Insurance Companies: Tax Planning for Closely Held Businesses Mark Luscombe, J.D., LL.M., CPA and Eric P. Wallace, CPA Steven Siegel, J.D., LL.M. (Taxation) Steven Siegel, J.D., LL.M. (Taxation) Edward Mendlowitz, CPA Robert E. Bertucelli, CPA, CFP, CLU Thu 3 Navigating the Real Estate Professional Rules Tony Nitti, CPA, M.S.T. Fri 4 Understanding Trust Accounting Jacqueline Patterson, J.D. Thank you for attending today s CCH Webinar! Please check out additional programs at CCH and its affiliates. All Rights Reserved 2700 Lake Cook Road, Riverwoods, IL

8 UPCOMING WEBINARS November 2016 Fri 4 How to Market Your Tax Services and Grow Your Practice Edward Mendlowitz, CPA Mon 7 Real Estate Transactions: Capital Gain Tax Issues Eric P. Wallace, CPA Mon 7 Using QuickBooks in Your Tax Practice Renee Prince, CPA Tue 8 Form 1099 and W-9 Update Miles Hutchinson, CGMA Wed 9 New Proposed 2704 Regs: How to Protect Clients Wealth Planning Now Robert S. Keebler, CPA/PFS, M.S.T., AEP (Distinguished), CGMA Wed 9 Manufacturers: U.S. International Tax Issues Robert Misey, LL.M., J.D., M.B.A., B.A. Thu 10 CCH Webinars Monthly Federal Tax Update (November 2016 Rebroadcast) Mark Luscombe, J.D., LL.M., CPA and Eric P. Wallace, CPA Thu 10 State Tax Nexus: How to Fight Back Against Joseph A. Pickart, Esq., Aggressive State Efforts to Tax More Transactions Bert Wolf, J.D., LL.M., and Tom Molins, J.D., LL.M. Thank you for attending today s CCH Webinar! Please check out additional programs at CCH and its affiliates. All Rights Reserved 2700 Lake Cook Road, Riverwoods, IL

9 UPCOMING WEBINARS November 2016 Fri 11 Anatomy of How to Save a Business: An Advisor's Guide Edward Mendlowitz, CPA Mon 14 3 Common Practices that Shouldn t Be Mon 14 Developing Your Staff: Best Practices for CPA Firm Leaders Jeff Lenning, CPA, CITP Edward Mendlowitz, CPA Tue 15 Thu 17 Foreign Interests in U.S. Real Property: Tax Planning for Acquisitions, Continuing Operations, and Ultimate Dispositions Depreciation and Bonus Depreciation: Practical Review (Full-Day Course) Robert Misey, LL.M., J.D., M.B.A., B.A. and Sara Stellpflug, J.D. Eric P. Wallace, CPA Fri 18 Managing Your Tax Season: Best Practices Edward Mendlowitz, CPA Fri Business Tax Update (Full-Day Course) Bradley Burnett, J.D., LL.M. (Taxation) Thank you for attending today s CCH Webinar! Please check out additional programs at CCH and its affiliates. All Rights Reserved 2700 Lake Cook Road, Riverwoods, IL

10 UPCOMING WEBINARS November 2016 Mon 21 Using CCH IntelliConnect to Conduct International Tax Research Mon 21 Partnership Taxation Concepts and Planning Strategies (Full-Day Course) John Payne, Research Consultant James R. Hamill, CPA, Ph.D. Tue Individual Federal Tax Update (Full-Day Course) Bradley Burnett, J.D., LL.M. (Taxation) Tue 22 Mergers and Acquisitions: Income Tax Considerations Tony Nitti, CPA, M.S.T. Mon 28 Consistently and Automatically Map Client Data Jeff Lenning, CPA, CITP Mon 28 Year-End Tax Planning Strategies for 2016 Steven J. Siegel, J.D., LL.M. (Taxation) Tue Business Tax Update (Full-Day Course) Bradley Burnett, J.D., LL.M. (Taxation) Wed 30 How to Review Tax Returns: Best Practices Edward Mendlowitz, CPA Thank you for attending today s CCH Webinar! Please check out additional programs at CCH and its affiliates. All Rights Reserved 2700 Lake Cook Road, Riverwoods, IL

11 UPCOMING WEBINARS December 2016 Fri 2 New York Sales Tax for Construction Contractors Timothy P. Noonan, Esq. Mon 5 S Corporation Eligibility and Elections James R. Hamill, CPA, Ph.D. Tue 6 Tue 6 Thu 8 CCH Webinars Monthly Federal Tax Update (December 2016) Fundamentals of U.S. International Taxation (Full-Day Course) 2016 Individual Federal Tax Update (Full-Day Course) Mark A. Luscombe, J.D., LL.M., CPA Robert Misey, LL.M., J.D., M.B.A., B.A. Bradley Burnett, J.D., LL.M. (Taxation) Thu 8 Partnership Tax Filing Issues James R. Hamill, CPA, Ph.D. Fri 9 Ethical Issues for Tax Practitioners James R. Hamill, CPA, Ph.D. Mon 12 C and S Corporation Taxation: A Life Cycle Approach (Full-Day Course) James R. Hamill, CPA, Ph.D. Thank you for attending today s CCH Webinar! Please check out additional programs at CCH and its affiliates. All Rights Reserved 2700 Lake Cook Road, Riverwoods, IL

12 UPCOMING WEBINARS December 2016 Wed 14 Introduction to ASC 740/FAS 109 (Half-Day Course) Wed 14 Foreign Earned Income: Form 2555 Exclusion Reporting and Other Tax Issues for Expat Workers Shamen Dugger, Esq., CPA Marc J. Strohl, CPA Thu 15 Client Template Ideas Jeff Lenning, CPA, CITP Thu 15 CCH Webinars Monthly Federal Tax Update (December 2016-Rebroadcast) Mark A. Luscombe, J.D., LL.M., CPA Mon 19 Using CCH IntelliConnect to Conduct Federal Tax Research John Payne, Research Consultant Thu 22 Lookup Function Competition VLOOKUP and Alternatives Jeff Lenning, CPA, CITP Wed 28 How to Have Your Best Tax Season EVER Edward Mendlowitz, CPA Thank you for attending today s CCH Webinar! Please check out additional programs at CCH and its affiliates. All Rights Reserved 2700 Lake Cook Road, Riverwoods, IL

13 UPCOMING WEBINARS December 2016 Fri 30 Ethical Issues for Tax Practitioners James R. Hamill, CPA, Ph.D. Fri Individual Federal Tax Update (Full-Day Course) Bradley Burnett, J.D., LL.M. (Taxation) Thank you for attending today s CCH Webinar! Please check out additional programs at CCH and its affiliates. All Rights Reserved 2700 Lake Cook Road, Riverwoods, IL

14 PRESENTATION

15 Excel Presented by Jeff Lenning, CPA, CITP Administration Excel versions Presented with Excel for Windows Excel University Selected chapters Workbooks download excel-university.com/cch 2 CCH Webinars What s the Deal with VLOOKUP

16 Contents VLOOKUP Basics Limitation 1 Column Number Limitation 2 Text/Number Limitation 3 Can t Go Left 3 VLOOKUP Basics Vlookup.xlsx 4 CCH Webinars What s the Deal with VLOOKUP

17 Excel University Blog 5 Limitation 1 Column Number Column Number.xlsx 6 CCH Webinars What s the Deal with VLOOKUP

18 Excel University Blog 7 Limitation 2 Text/Number Text number.xlsx 8 CCH Webinars What s the Deal with VLOOKUP

19 Limitation 3 Can t Go Left Go Left.xlsx 9 Excel University Blog 10 CCH Webinars What s the Deal with VLOOKUP

20 Question and Answer Session Type your questions into the chat tab: Please limit your questions to only topics discussed during today s presentation. Conclusion CCH Webinars What s the Deal with VLOOKUP

21 VLOOKUP Basics Text/Number Can t Go Left 15 Thank You! Linkedin linkedin.com/in/jefflenning Articles excel-university.com/articles Files excel-university.com/cch Blog excel-university.com/blog Info excel-university.com/training 16 CCH Webinars What s the Deal with VLOOKUP

Simply close the window and return to www.cchwebinars.com to retrieve your certificate.

22 Program Evaluation and CPE Certificate Reminder! You should complete the evaluation, enter your attendance validation codes and download your CPE certificate immediately after the program concludes. Simply close the window and return to to retrieve your certificate. The certificate is found along the right hand side of your screen when you close your window at the conclusion of the program. If you don t have time to complete those steps now, you can always retrieve your CPE certificate at a later time. Simply log into your My Dashboard area of to validate your attendance and print your certificate. 17 Thank You for Attending Today s Program 18 CCH Webinars What s the Deal with VLOOKUP

2016 CALENDAR (*as of February 17, 2016)

2016 CALENDAR (*as of February 17, 2016) 016 CALENDAR (*as of February 17, 016) For details and to register, please go to the CCH Seminars Calendar webpage NOTE: Classes highlighted below have been added since this Calendar was last published