Overview
LEARNING OBJECTIVES
This Microsoft Excel training session covers THREE intermediate to advanced features of Excel that provide automation within the application.
Formulas are equations that can perform calculations, return information, manipulate the contents of other cells, test conditions, and more. Explore what is considered the top 10 functions.
Lookup functions in Excel are far superior to manually searching for specific data elements in a spreadsheet. VLOOKUP, HLOOKUP, INDEX, and MATCH are some of the most well-known (and most useful) functions in Excel.
Being able to create and edit macros is one of the must-have skills for Excel Power Users. Having this knowledge will save you hours of time by allowing you to automate any Excel-based task or process. If you’ve never created macros or used VBA before, this advanced Excel training is for you.
Why you should Attend
As an intermediate to advanced level user of Excel, not only do you want to take your knowledge and skills to the next level, you want to produce meaningful, impactful, and insightful reports in the shortest time possible. These features of the application will help you to do just that.
Areas Covered in the Session
- Learn many statistical functions including SUM, AVERAGE, MAX, MIN and COUNT
- Use IF and its counterparts COUNTIF, SUMIF, and AVERAGEIF
- Calculate dates using TODAY, NOW
- Learn many functions to manipulate text once imported including LEFT, RIGHT, LEN, TRIM and CONCATENATE
- Learn the arguments in the VLOOKUP function
- Understand the importance of absolute references within many lookup functions
- Use VLOOKUP to perform approximate matches
- Simplify multiple-field look-ups with concatenation (combining fields into a single cell)
- Use VLOOKUP to look up data from another workbook
- Learn how VLOOKUP stops looking after it finds an initial match within a list
- Explore why VLOOKUP sometimes returns #N/A instead of a desired result
- Learn about the IFNA function available in Excel 2013 and later
- Use the IFERROR function to display something other than an #N/A error value when VLOOKUP can’t find a match
- See how the HLOOKUP function enables you to perform horizontal matches
- Learn why the INDEX and MATCH combination often is superior to VLOOKUP or HLOOKUP
- Use the MATCH function to find the position of an item on a list
- Learn the difference between workbook macros and personal macros
- Making your macros available to all your workbooks
- Use the macro recorder to create a macro
- Save a file as a macro enabled excel workbook
- Run a macro
- View the recorded macro in VBA
- Edit the macro
Who Will Benefit
This session is aimed at Excel users who have intermediate to advanced level knowledge and who wish to take their knowledge and understanding of the application to the next level.
- Business Owners
- CEO's / CFO's / CTO's
- Managers
- Accountants
- CPA's
- Financial Consultants
- IT Professionals
- Auditors
- Human Resource Personnel
- Bookkeepers
- Marketers
- Anybody with large amounts of Data
- Anybody who uses Microsoft Excel on a regular basis, and wants to be more efficient and productive
Speaker Profile
Cathy Horwitz is a highly experienced Microsoft Office instructor, specializing in Excel, Word, PowerPoint, Outlook, and Access. With over 30 years of expertise in both in-person and online training, she has helped thousands of professionals boost productivity, streamline workflows, and master essential Microsoft Office skills.
Cathy has been teaching Microsoft Office since its inception, offering tailored training programs that meet the unique needs of individuals and businesses. Her courses cover everything from Excel formulas, PivotTables, and automation with macros to Word document formatting, PowerPoint presentation design, and Outlook email management. Workshops from beginning level through advanced are available.
Known for her engaging, hands-on teaching style, Cathy incorporates real-world business scenarios to ensure students gain practical skills they can immediately apply. Whether you're looking for corporate training, individual coaching, or advanced Microsoft Office workshops, Cathy delivers results-driven instruction that enhances efficiency, problem-solving, and software proficiency.