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Excel Explained: XLOOKUP and Modern Lookup Techniques

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Upcoming
Beginner Friendly
DATE

Wednesday, November 11, 2026
11:00 am - 1:00 pm

INSTRUCTOR

David Ringstrom

FORMAT

Webinar

  • Accounting/Reporting
  • Computer Skills
  • Information Technology/Security
  • Lending
  • Reporting
  • Technology/Security
  • Branch Manager
  • Commercial Lender
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Deposit Operations Manager/Specialist
  • Internal Auditor
  • IT Professional
  • Loan Operations Manager/Specialist
  • Mortgage Lender
  • Risk Manager
  • Senior Management
  • Training Manager
  • Trainer

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XLOOKUP is designed to overcome many of the limitations of VLOOKUP and INDEX/MATCH, but most users only scratch the surface of what it can do. In this session, you’ll explore how to use XLOOKUP to search left or right, handle errors without IFNA, perform approximate and wildcard matches, and search from bottom to top. You’ll also learn how to resolve common #N/A issues caused by mismatched data types and how to convert numbers stored as text.

Additional techniques include returning multiple columns from a single formula using dynamic arrays, building self-expanding formulas with Excel Tables, matching on multiple criteria, and locating values within date ranges. The session also compares legacy lookup tools to modern approaches so you can confidently choose the right method for any reporting or analysis task.

What You'll Learn

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    • Who Should Attend

    Banking professionals and Excel users who rely on lookup formulas for reporting, reconciliations, loan tracking, or data analysis and want more reliable, modern techniques.
    David Ringstrom

    Instructor Bio

    David H. Ringstrom, CPA, has more than 30 years of experience as a spreadsheet and accounting software consultant, educator, and speaker. He has presented more than 2,500 live webinars to professionals nationwide.


    David is the author or co‑author of ten books, including Microsoft 365 Excel For Dummies, Exploring Microsoft Excel’s Hidden Treasures, QuickBooks Online For Dummies, and Idiot’s Guide to Introductory Accounting.


     


     

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