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LinkedIn Learning

Excel: Introduction to Formulas and Functions

via LinkedIn Learning


Get a beginner-level introduction to Excel formulas and functions. Learn how to summarize and analyze data using these powerful data analysis features.

To unlock the power of Excel, you need to use formulas and functions. These calculation tools help you bring information to the surface and make better decisions. Excel: Introduction to Formulas and Functions shows beginner-level users how to summarize and analyze data with these powerful data analysis features. Instructor Curt Frye shows how to create formulas with mathematical operations such as addition, subtraction, multiplication, and division, and how to use cell references in your formulas. He explains how to summarize data with functions like SUM and AVERAGE, and work with data in named ranges and Excel tables. Curt also covers procedures to ensure data integrity, such as data validation, and demonstrates auditing techniques to ensure formulas are correct. Plus, get an introduction to the What-If Analysis toolset, in an example that combines scenarios, data tables, and Goal Seek to generate accurate revenue projections.Note: This course was recorded on Excel for Office 365. Most of the course contents will also be useful to those working with the most recent standalone versions of Office, including Office 2019 and 2016.


  • Introduction to formulas and functions
  • What you should know
1. Introducing Excel 2019 Formulas and Functions
  • Familiarize yourself with functions and formulas
  • Create a formula
  • Introduce arithmetic operators
  • Use cell references in formulas
  • Use absolute and relative references in formulas
  • Copy and paste formulas and values
  • Edit a formula
  • Get help using Excel functions
2. Creating Basic Summary Functions
  • Create a SUM or AVERAGE formula
  • Create an AutoSum formula
  • Create MIN, MAX, MEDIAN, and MODE formulas
  • Create formulas to count cells
  • Create formulas to summarize cells conditionally
  • Summarize data using conditional functions
  • Summarize data on the status bar
  • Round cell values up and down
3. Managing Named Ranges and Excel Tables
  • Summarize data using named ranges
  • Create a dynamic named range
  • Edit and delete named ranges
  • Summarize list data by creating subtotals
  • Group and outline list data
  • Summarize data using an Excel table
  • Refer to Excel table cells in formulas
  • Find data using VLOOKUP formulas
4. Preparing Data for Analysis in Excel
  • Import data into Excel
  • Connect to an external data source
  • Clean data imported into Excel
  • Convert text to columns
  • Create data validation rules
  • Use lists to limit values entered into a cell
5. Auditing Worksheet Formulas
  • Manage Excel formula error indicators
  • Trace formula precedents and dependents
  • Identify and trace errors
  • Evaluate Excel formulas step by step
  • Watch cell values
6. Performing What-If Analysis
  • Create and apply scenarios to an Excel worksheet
  • Edit, delete, and summarize scenarios
  • Create a single-input data table
  • Create a two-input data table
  • Find target values using Goal Seek
  • Further information

Taught by

Curt Frye

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