Excel Formulas & Functions

Go beyond the basics and deepen your understanding of formulas and functions.

Duration:

One day

09:30 - 17:30

Locations:

Amsterdam

Berlin

Düsseldorf

Münich

Zürich

Price:

495 € (excl. VAT)

Group discounts available

Contact Us: +49 211 99 54 89 84 support@xlyourmind.com

What to Expect? This training offers an in-depth review of formulas and functions, their practical application and how they can be combined for extended capabilities. Within one day, you will gain a solid understanding of a large variety of functions for data analysis, cleaning, and extraction and many more.

A solid understanding of formulas and functions is necessary for extended use of Excel capabilities. This training enables you to work effortlessly with a large set of the most relevant functions, introducing new capabilities and time-saving techniques.

Objectives

The training is intended for individuals who seek more knowledge on how to use the wide breadth of Excel functions for everyday tasks. Typical participants already have basic knowledge on how to work in Excel and need formulas and functions for more advanced applications.

Who is It For?

About us The transformation of data into meaningful information is crucial for making the right business decisions. We help you to manage the ever widening stream of data in the most time-efficient ways. With trainings that are adjusted to your industry and function, you will quickly become an expert in organizing, analyzing, and visualizing data to gain more insights. In a nutshell - our trainings enable you to do more work in significantly less time and with better results.

Training Topics

Excel formulas are critical to efficient data analysis. We begin by introducing the most important concepts of working with formulas in Excel. You will learn how to enter formulas into your worksheets and effectively use cell and range references. Example questions What is the difference between Excel formulas and functions? How do I enter formulas? How do I manage range names in my workbook? What are absolute and relative cell references? How can I use them in my workbook? Focus points

Entering and editing arithmetic, comparison, text, and reference formulas Working with basic Excel formula syntaxes for numbers, text and dates.

Formula operators and calculation settings

Using operators to compare or combine elements inside a formula. Managing calculation modes.

Copying formulas and range references

Exploring absolute and relative cell references. Working with external links

Reusing formulas and creating references across your worksheets and workbooks. Applying and using range names in formulas

Creating named ranges and using them in formulas and functions. Troubleshooting formulas using formula auditing tools

Discussing common formula errors and way to resolve them.

Functions allow you to perform very complex calculations with Excel’s help. However, arithmetic functions are only a fraction of functions available to you. In this section you will learn about principles of function syntax, work with logical functions and create nested functions to enhance your spreadsheets.

Fundamentals of formulas

Function principles and logic

Example questions What types of data can be used as function arguments? How can I incorporate logical functions in my workbook? Can I combine multiple logical functions together? Focus points

Understanding the structure of a function Discussing various types of inputs and structure of functions’ syntaxes.

Finding the required function

Using Excel’s built-in functionalities to find functions you may not know. Adding intelligence with logical and information functions

Building various formulas and functions with logical operators. Combining functions for extended functionality

Creating nested functions and overview of Evaluate Formula dialog box.

Excel provides a broad set of statistical functions to help you summarize your data and analyze its distribution characteristics. This part of training focuses on the most important functions used in descriptive statistics and demonstrates how to prepare data for a histogram. Example questions How can I use Excel functions to analyze the distribution of my data? What are compatibility functions in Excel? Focus points

Calculating central measures Overview of the most common statistical functions (mean, median, mode etc.)

Identifying extreme values

Calculating maxima, minima and quartiles to analyze outliers in your data sets. Creating frequency distributions

Computing data for histogram with FREQUENCY function.

Data analysis with statistical functions

Formulas and functions are helpful tools you can use to build excellent spreadsheets. Array formulas are an even more powerful feature allowing you to increase efficiency of your calculations or provide solutions that would be impossible with standard formulas. Learn how to create array formulas and discover their potential. Example questions How can I define a one- and two-dimensional array? What are array formulas and how do they differ from regular formulas? Focus points

Entering and editing single-cell and multicell array formulas Introducing arrays and array formulas. Exploring single-cell and multicell formula types.

Math array operations

Structuring array calculations and working with math operators. Comparative array operations and aggregate calculations

Using comparative operators in array functions, creating aggregate calculations based on criteria.

Join array operations

Combining items such as text, numbers and formula results using the join operator. Array constants

Creating one- and two-dimensional array constants, discussing suitable value types. Naming array constants to recall them inside functions.

Array functions

Exploring array functions in detail – TRANSPOSE, MODE, FREQUENCY.

Often your data will require some initial clean-up before you can proceed with analyzing it. In this part of the training you will learn how to import data from various sources and clean data with minimal effort.

Array formulas

Manipulating text and data cleaning

Example questions How does Excel store text and numbers? What text functions can I use to extract specific parts of a string? Focus points

Data import and structuring Importing data from various sources and in different formats.

Removing unwanted characters

Using functions to remove nonprinting characters and unnecessary space breaks. Converting and formatting text, concatenating data

Manipulating text cases and formats, combining strings of text. Searching and extracting substrings

Combining FIND function with text extraction functions (LEFT, RIGHT, MID, LEN etc.). Filling and deleting gaps

Further data cleaning using SUBSTITUTE and REPLACE functions. Removing duplicates

Various ways of extracting unique values from an array or data set.

Many datasets you are or will be working with contain information about date and time. Excel is able to handle time-based data very effectively and allows you to perform calculations and manipulate dates and times. Explore the most useful time- and date-related functions.

Example questions How does Excel handle time-based information? How can I perform calculations on dates? Focus points

Dealing with dates and times Understanding how Excel handles date and time data and associated system limitations.

Working with dates and times

Date- and time-related functions Exploring date- and time-related functions such as DATE, NOW, TODAY, WEEKDAY, DATEVALUE etc. Converting text string to a date.

Excel’s lookup functions allow you to retrieve information from a range of cells based on a related value. You will learn how to effectively use VLOOKUP and HLOOKUP functions to find information in your data set. Additionally, you will explore other techniques you can apply to lookup values in a table. Example questions How can I lookup values from a large data sets? How can I combine INDEX and MATCH functions to replicate VLOOKUP functionality? What is the difference between exact and approximate match? Focus points

Retrieving information with lookup functions Understanding the basics of lookup functions – VLOOKUP and HLOOKUP. Exact versus approximate lookups Exploring the difference between exact and approximate lookup based on a practical

example. Looking up values to the left of a column

Circumventing limitations of standard lookup functions with INDEX and MATCH. Performing two-way lookups

Looking up values in a two-dimensional table using INDEX and MATCH functions.

Performing multiple column lookups Using array formula to lookup values based on data from multiple columns.

Case-sensitive lookups

Adding case sensitivity to other lookup functions using EXACT.

Data extraction and validation

Very frequently your data set will be stored in a form of a rectangular table. Excel offers very useful features to help you perform common operations on tables. This section of the course focuses on creating tables and using structured references to perform calculations within your tables. Example questions What are the advantages of using tables? When should I use tables instead of data range? How can I create subtotals in my dataset? Focus points

Tables and structured references Understanding formula behavior and syntax in a table. Using structured references.

Advanced filtering techniques and database functions

Exploring advanced filtering tools. Performing basic operations on your database. Outlining and subtotals

Adding subtotals based on a data category. Creating an outline.

The Visual Basic for Applications (VBA) environment provides a platform for creating custom

functions and procedures can take your spreadsheets to the next level. You will discover the

fundamentals of programming in VBA and learn how to create custom functions when the

standard Excel functions are simply not enough.

Example questions What is Visual Basic for Applications? How can I use VBA to create custom functions? How can I recall custom functions while in a worksheet? Focus points

Introduction to VBA Understanding the fundamentals of the programming language in Excel. Recording and cleaning macros, working with the Visual Basic Editor.

Working with tables and lists

Creating custom functions

Function procedure basics Exploring basic characteristics and conventions of function procedures.

Building and using custom function

Creating custom functions in Visual Basic Editor, recalling them from other procedures and worksheets.

Why Choose our Trainings?

Business Focus

You will learn practical skills and methods that can be applied straight away. Exercises and

cases are based on common business challenges while content is continuously validated

by working professionals from different industries.

Online resources

You will gain access to our online resource database XL+. Every day new information is added here that helps you to apply what you had learned during our trainings sessions and stay on top of the latest developments.

Expert Knowledge

Our trainers are experts in the field of data analysis and automation with Excel. They have

helped many companies build cost effective solutions with Excel and incorporate this

experience in our trainings.

Continuing Support

To ensure that you can apply what you have learned during our trainings, our team stands

ready to give you a timely response to any questions you may still have.

Flexible

We take greatest care that the training content as well as the facilities satisfy your training

requirements.

International

We operate internationally and the training content as well as delivery method are very

well suited to professionals working in multinational organizations.

Business Focus

You will learn practical skills and methods that can be applied straight away. Exercises and cases are based on common business challenges and the content is continuously validated by working professionals from different industries.

Continuing Support

To ensure that you can apply what you have learned during our trainings, our team stands

ready to give you a timely response to any questions you still might have.

Flexible

We take greatest care that the training content as well as facilities match your training

needs

International

We operate internationally and the training content as well as delivery method are very

well suited to professionals working in multinational organizations.

XL Your Mind Gneisenaustraße 27 40477 Düsseldorf Germany Email: support@xlyourmind.com Phone: +49 211 99 54 89 84 Website: www.xlyourmind.com