Excel Formulas
About the Course
Designed for:
This course is aimed at anyone who needs to progress their Excel skills by exploring many of the formulas that Excel offers across many categories.
Objectives:
At the completion of this course participants will be able to:
- Use common mathematical operators
- Manipulate text strings with formulas
- Work confidently with dates and times in Excel formulas
- Perform conditional analysis
- Use lookup formulas to extract data from various sources
- Implement conditional formatting to highlight data
Teaching Approach:
The teaching approach is a hands-on practical implementation of formulas into example Excel files. A pdf copy of the information will be given to all participants will be referenced throughout the workshop.
Requirements
Previous basic experience of Microsoft Excel, using any version, is required to attend this session. No expert knowledge is required. *A pre-course questionnaire is required to be completed in advance of the training session in order to focus on the most relevant areas for those attending.
Course Material
A professionally presented workbook and course notes are provided in pdf format and these may be retained for reference afterwards.
Duration
This training program is one day in duration
Course Outline
1. Common Mathematical Operations
Calculating Percent of Goal
Calculating Percent Variance
Calculating a Percent Distribution
Calculating a Running Total
Applying a Percent Increase or Decrease to Values
Dealing with Divide-by-Zero Errors
Basic Rounding of Numbers
Rounding to the Nearest Penny
Rounding to Significant Digits
Counting Values in a Range
Creating a Conversion Table
2. Manipulating Text with Formulas
Joining Text Strings
Setting Text to Sentence Case
Removing Spaces from a Text String
Extract Parts of a Text String
Finding a Particular Character in a Text String
Counting Specific Characters in a Cell
Adding a Line Break within a Formula
Cleaning Strange Characters from Text Fields
Padding Numbers with Zeros
Formatting the Numbers in a Text String
Editing Cell Content
Undo and Redo
Using Autofill
Sorting a Cell Range
Searching and Replacing Data
3. Working with Dates and Times
Getting the Current Date and Time
Calculating the Number of Days between Two Dates
Calculating the Number of Workdays between Two Dates
Generate a List of Business Days Excluding Holidays
Extracting Parts of a Date
Calculating the Number of Years & Months between Dates
Calculating the Percent of Year Completed and Remaining
Returning the Last Date of a Given Month
Calculating the Calendar Quarter for a Date
Calculating the Fiscal Quarter for a Date
Calculate the Date of the Nth Weekday of the Month
Calculate the Date of the Last Weekday of the Month
Extracting Parts of a Time
Calculating Elapsed Time
Rounding Time Values
Converting Decimal Hours, Minutes, or Seconds to a Time
Adding Hours, Minutes, or Seconds to a Time
4. Performing Conditional Analysis
Check to See Whether a Simple Condition Is Met
Checking for Multiple Conditions
Check Whether Condition1 AND Condition2 Are Met
Check Whether Condition1 OR Condition2 Is Met
Sum All Values That Meet a Certain Condition
Sum All Values That Meet Two or More Conditions
Sum Values That Fall between a Given Date Range
Get a Count of Values That Meet a Certain Condition
Get a Count of Values That Meet Two or More Conditions
Get the Average of All Numbers That Meet a Certain Condition
Get the Average of All Numbers That Meet Two or More Conditions
5. Using Lookup Formulas
Looking Up an Exact Value Based on a Left Lookup Column
Looking Up an Exact Value Based on Any Lookup Column
Looking Up Values Horizontally
Hiding Errors Returned by Lookup Formulas
Finding the Closest Match from a List of Banded Values
Looking Up Values from Multiple Tables
Looking Up a Value Based on a Two-Way Matrix
Finding a Value Based on Multiple Criteria
Finding the Last Value in a Column
Look Up the Nth Instance of a Criterion
Performing a Case-Sensitive Lookup
6. Using Formulas with Conditional Formatting
Highlight Cells That Meet Certain Criteria
Highlight Cells Based on the Value of Another Cell
Highlight Values That Exist in List1 but not List2
Highlight Values That Exist in List1 and List2
Highlight Weekend Dates
Highlight Days between Two Dates
Highlight Dates Based on Due Date
Highlight Data Based on Percentile Rank
Highlight Statistical Outliers