XLOOKUP for FP&A | The Workshop
FP&A, Fast-Tracked with XLOOKUP
Download full recording + Excel workbooks
Why this XLOOKUP Workshop?
Most finance professionals know XLOOKUP exists,
but few use it to transform their reporting, planning and analysis.
Most finance pros sense Excel could be doing more for them, but they’re not always sure how to unlock it.
If you’ve ever:
- Repeatedly googled how to use INDEX MATCH because you can't remember how it works
- Used PivotTables because “there’s no other way”
- Been handed a large dataset and not known how to turn it into something useful
then this workshop is designed for you.
This workshop isn’t about learning another formula. It shows what XLOOKUP looks like when it becomes part of how you design analysis.
Teams consistently report discovering new ways to explore data and create more dynamic reporting after this session.
- Who this is for:
- For finance professionals who already use XLOOKUP, but want it to do more than “just work”.
See XLOOKUP in Action
Here's a quick 30-second overview of the Workshop
Why Learn with Excelled Academy?
Everything you need, in under 60 minutes
Built for FP&A
Developed and taught by a Chartered Accountant with extensive FP&A experience in FTSE 100 and Fortune 500 companies. Every module is built from real finance models, not textbooks
Time Saving
Free tutorials exist… but they take hours, and most examples aren’t relevant to finance. This workshop gives you everything you need in one 60-minute session, with real-world FP&A and reporting examples.
Recording
Purpose-built recording, not a live replay. Pause, rewind, and revisit when you need.
Practice & Solution files included so you can apply immediately.
Workshop At A Glance
What you'll learn in 45 minutes
LOOKUP
LOGIC
Replace INDEX MATCH with XLOOKUP | 10 min
DATA
RESHAPING
Reshape datasets without Power Query | 5 min
MODEL
DESIGN
Summarise and analyse data without using PivotTables | 5 min
VISUAL
STORYTELLING
Create compelling visuals powered by XLOOKUP | 15 min
INTERACTIVE REPORTING
Build charts that update automatically as your data changes | 10 min
Your Questions Answered
Everything You Need to Know Before Signing Up
- Is this suitable if I already use XLOOKUP? Yes. This workshop focuses on how XLOOKUP can be used in FP&A, not whether you know the function syntax. Many attendees already use XLOOKUP but haven’t seen it used this way.
- Who is this workshop for? Designed for analysts, FP&A professionals, finance managers, or anyone looking to improve their FP&A efficacy.
- How long is the workshop? 45 minutes.
- Do I need prior knowledge of XLOOKUP? Basic XLOOKUP is recommended.
- Which version of Excel is required? Works with Excel 2021 or later, or Microsoft 365.
- What do I get when I choose Watch On-Demand? You'll be able to download the pre-recorded workshop once payment is confirmed, plus workbooks. The on-demand version is a clean recording, not a live replay.
- Are workbooks included? Yes – practice and solution files come with all sessions.
- How long is the recording available? The recording is yours to download, giving you unlimited access for life.
- Can my employer cover the cost? Yes, you can download a motivation letter template for professional development reimbursement here.
Watch On-Demand
Learn at your own pace. Get access to the full workshop recording, including workbooks
You’ll be redirected to the Payhip checkout, a secure third party site.