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Excel 2016: Advanced Formulas and Functions

via LinkedIn Learning

Overview

Learn how to create efficient formulas and use some of the 450+ functions in Excel to tabulate and analyze numerical, date, and text data.

Excel expert Dennis Taylor demystifies some of the most useful of the 450+ formulas and functions in Excel and shows how to put them to their best use. Dennis starts with a review of the more basic functions (SUM, AVERAGE, and MAX), and a few critical keyboard shortcuts that will let you locate and display formula cells and accelerate working with Excel formulas—even on multiple sheets. He then covers how to find and retrieve data with the VLOOKUP and INDEX functions, calculate totals with counting and statistical functions, extract data with text functions, and work with date, time, array, math and information functions. The course focuses on practical examples that will help viewers easily transition to using Excel's most powerful formulas and functions in real-world scenarios.

Syllabus

Introduction
  • Welcome
  • Using the exercise files
1. Formula and Function Tips and Shortcuts
  • Displaying and highlighting formulas
  • Using Auditing tools
  • Using entire row and column references
  • Copying column formulas instantly
  • Converting formulas to values with a drag
  • Updating values without formulas
  • Debugging formulas with the F9 key
  • Enhancing readability with range names
  • Tabulating data from multiple sheets
2. Formula and Function Tools
  • Hierarchy of operations in formulas
  • Formulas tab for locating functions
  • Insert Function for learning about unfamiliar functions
  • Extending the capabilities of AutoSum
  • Absolute and relative references
  • Using mixed references in formulas
  • Using autocalculate in the status bar
3. IF and Related Functions
  • IF logical tests
  • Expanding nested IF statements
  • AND, OR, and NOT functions with IF
  • Using IFS for multiple conditions
4. Lookup and Reference Functions
  • Looking up information with VLOOKUP and HLOOKUP
  • Finding approximate matches with VLOOKUP and HLOOKUP
  • Finding exact matches with VLOOKUP
  • Nesting lookup functions
  • Using VLOOKUP with large tables
  • Finding table-like information within a function using the CHOOSE function
  • Using the SWITCH function for formula-embedded selection
  • Locating data with the MATCH function
  • Retrieving information by location
  • Using MATCH and INDEX functions together
5. Power Functions
  • Tabulating data using a single criterion
  • Tabulating data using multiple criteria
  • Using MAXIFS and MINIFS
  • Preventing double counting
6. Statistical Functions
  • Finding the middle value with MEDIAN and most common value with MODE
  • Ranking data without sorting with RANK and RANK.EQ
  • Finding the largest and smallest values with the LARGE and SMALL functions
  • Tabulating blank cells with the COUNTBLANK function
  • Using COUNT, COUNTA, and the status bar
7. Math Functions
  • Working with the ROUND, ROUNDUP, and ROUNDDOWN functions
  • Working with MROUND, CEILING, and FLOOR for specialized rounding
  • Using the INT and TRUNC functions to extract integer data
  • Finding the remainder with MOD and using MOD with conditional formatting
  • Exploring practical uses for the RAND and RANDBETWEEN functions
  • Converting a value between measurement systems with CONVERT
  • Using the powerful AGGREGATE function to bypass errors and hidden data
  • Using the ROMAN and ARABIC functions to display different number systems
8. Date and Time Functions
  • Understanding Excel date and time capabilities in formulas
  • Using the DATE, YEAR, MONTH, DAY, TIME, HOUR, MINUTE, and SECOND functions
  • Using the TODAY and NOW functions for dynamic date and time entry
  • Identifying the day of the week with the WEEKDAY function
  • Counting working days with the NETWORKDAYS function
  • Determining a completion date with the WORKDAY function
  • Tabulating date differences with the DATEDIF function
  • Calculating end-of-month and future and past dates with EDATE and EOMONTH
9. Array Formulas and Functions
  • Extending formula capabilities with array formulas
  • Counting unique entries in a range with an array formula
  • Determining frequency distributions with the FREQUENCY function
  • Flipping row and column orientation with TRANSPOSE
  • Building analysis via regression techniques with TREND and GROWTH
  • Using array formulas and the MATCH function for complex lookups
10. Reference Functions
  • Getting data from remote cells with the OFFSET function
  • Returning references with the INDIRECT function
  • Using INDIRECT with Data Validation for two-tiered pick list scenarios
11. Text Functions
  • Locating and extracting data with the FIND, SEARCH, and MID functions
  • Extracting specific data with the LEFT and RIGHT functions
  • Using the TRIM function to remove unwanted spaces in a cell
  • Using ampersands and CONCATENATE to combine data from different cells
  • Using the CONCAT and TEXTJOIN to combine data from different cells
  • Adjusting alphabetic case with the UPPER, LOWER, and PROPER functions
  • Adjusting character content with the REPLACE and SUBSTITUTE functions
  • Using the utility text functions: TEXT, REPT, and LEN
12. Information Functions
  • Extracting information with the CELL and INFO functions
  • Using ISBLANK, ISODD, ISEVEN, ISTEXT, ISNONTEXT, and ISNUMBER
  • Using the ISERR, ISERROR, IFERROR, and ISNA error-checking functions
  • Tracking and highlighting formula cells with the ISFORMULA function
Conclusion
  • Next steps

Taught by

Dennis Taylor

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