Mastering Excel Functions

At the end of this course, you’ll be able to:

• Use fundamental Excel functions in advanced situations
• Combine and nest Excel functions
• Understand a wide variety of Excel functions and their use
• Understand Dynamic Array functions and the benefits of their use

This course is aimed at existing Excel users who need to further their knowledge. Delegates are assumed to have experience of the following:

• Create, edit, and format spreadsheets
• Navigate within worksheets and books
• Use Insert Function to create functions
• Work with absolute references (e.g. $A$1)
• Create formulas using functions such as IF or VLOOKUP
• Create named ranges
• Create Tables within Excel
• Sort and filter data

Module 1: Function Writing Review

• What is a function?
• Reading function syntax
• Using range names
• Using tables
• Recap of common functions
  • SUM
  • AVERAGE
  • AVERAGEA
  • MEDIAN
  • MODE.SNGL and MODE
  • MIN and MAX
  • COUNT, COUNTA and COUNTBLANK

Module 2: Ranking and aggregate functions

• Functions for ranking data
  • SMALL and LARGE
  • MINA and MAXA
  • RANK, RANK.AVG and RANK.EQ
• Calculating quartiles and percentiles
  • QUARTILE, QUARTILE.INC and QUARTILE.EXC
  • PERCENTILE, PERCENTILE.INC and PERCENTILE.EXC
• Aggregating data
  • SUBTOTAL and AGGREGATE

Module 3: Rounding numbers

• Common rounding functions
  • ROUND, ROUNDUP and ROUNDDOWN
• Rounding to multiples
  • MROUND
  • CEILING.MATH and FLOOR.MATH
• Eliminating decimal places
  • INT and TRUNC

Module 4: Nesting functions

• Introducing nesting
• Nesting examples

Module 5: Calculate using selective data

• Criteria-based functions
  • COUNTIFS
  • SUMIFS, AVERAGEIFS, MINIFS and MAXIFS

Module 6: IF and related functions

• The IF functions
  • IF
  • IFS
  • IFERROR and IFNA
  • AND, OR and XOR
  • Popular related functions: CHOOSE and SWITCH

Module 7: Array functions

• Introducing arrays
• Legacy array formulas and functions
• Dynamic array formulas and functions
  • UNIQUE
  • SORT
  • SORTBY
  • FILTER
  • SEQUENCE
  • TRANSPOSE
  • MODE.MULT

Module 8: Lookup and reference functions

• Lookup functions
  • VLOOKUP, HLOOKUP and XLOOKUP
  • INDEX, MATCH and XMATCH
• Other lookup functions
  • GETPIVOTDATA
  • OFFSET
  • INDIRECT
  • FORMULATEXT

Module 9: Date and Time functions

• Excel and date and time data
• Date and time essentials
  • TODAY and NOW
  • DAY, MONTH and YEAR
  • HOUR, MINUTE and SECOND
  • DATE and TIME
  • WEEKDAY
• Calculating from a date
  • EDATE
  • WORKDAY and WORKDAY.INTL
  • DATEDIF
  • YEARFRAC
• Calculating differences between dates

Module 10: Text functions

• Introducing text functions
• Combining text strings
  • CONCAT and CONCATENATE
  • TEXTJOIN
• Extracting from within a text string
  • LEFT and RIGHT
  • MID
  • LEN
• Finding and replacing with functions
  • FIND and SEARCH
  • REPLACE and SUBSTITUTE
  • TRIM and CLEAN
• Changing case
  • UPPER, LOWER and PROPER
• Converting data types
  • VALUE
  • TEXT

Module 11: Custom functions

• Introducing LET and LAMBDA

This course is suitable for users of Excel 365. If delivered in a QA training centre, it will be delivered using Excel 2021. Tailored courses can be run if you are using a different version of Excel.

Please note that this course uses Microsoft Excel for Windows. It’s not suitable for Excel for Mac. Courses for Mac users are available on request

For customers attending remotely via Virtual Classroom or ‘Attend From Anywhere’, an additional screen is required for this course to work through remote desktop labs and view training information.