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Excel: Introduction to Formulas and Functions (2023)

Excel: Introduction to Formulas and Functions (2023)

1h 54mIntermediate2023-09-19

Authors

Curt Frye

Curt Frye

President of Technology and Society, Incorporated

Course details

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.

Note: This course was recorded on Excel for Microsoft 365. Most of the course contents will also be useful to those working with the most recent standalone versions of Office, including Office 2021.

Learning objectives
Define “formula.”
Identify three comparison operators.
Name two keys used to end editing mode in a cell.
Recall the key used to open the Help pane in Excel.
Recognize a valid time range in the Subtotal dialog box.
Determine which formula would calculate the sum of a Sales column in a Sales Data table.
Identify the file type that can be opened directly into Excel.
Explain how to enable Flash Fill.
Summarize the purpose of a precedent in a formula.

Skills covered

Introduction toSpreadsheetsMicrosoft ExcelBusiness Software and ToolsMicrosoft

Concepts

0. Introduction

  • 01 - Create powerful Excel formulas
  • 02 - What you should know before starting

1. Introducing Excel Formulas and Functions

  • 03 - Familiarize yourself with functions and formulas
  • 04 - Create a formula
  • 05 - Introduce arithmetic operators
  • 06 - Use cell references in formulas
  • 07 - Use absolute and relative references in formulas
  • 08 - Copy and paste formulas and values
  • 09 - Edit a formula

2. Creating Basic Summary Functions

  • 10 - Create a SUM or AVERAGE formula
  • 11 - Create an AutoSum formula
  • 12 - Create formulas to count cells
  • 13 - Create formulas to summarize cells conditionally
  • 14 - Summarize data on the status bar

3. Managing Named Ranges and Excel Tables

  • 15 - Summarize data using named ranges
  • 16 - Edit and delete named ranges
  • 17 - Summarize data using an Excel table
  • 18 - Refer to Excel table cells in formulas

4. Managing Data in Excel

  • 19 - Manage data using text functions
  • 20 - Separate data using Flash Fill
  • 21 - Create data validation rules
  • 22 - Restrict data entry using lists

5. Auditing Worksheet Formulas

  • 23 - Trace formula precedents and dependents
  • 24 - Evaluate Excel formulas step by step
  • 25 - Identify and trace errors
  • 26 - Manage Excel formula error indicators

Conclusion

  • 27 - Further resources

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