Navigating Microsoft Excel - Lookups, Formulas, Functions & Managing List Based Data

Session 1 - VLOOKUP, HLOOKUP & XLOOKUP - Master Them All To Increase Productivity

Webinar Overview

"How do I look up a value in list ONE and pick up a related value from list TWO"

"How do I avoid my lookup formula displaying an ugly error when it can't find a match?"

"I've heard of VLOOKUP but what's HLOOKUP and what’s XLOOKUP?"

These are just a few of the questions I get asked on a regular basis. You can get the answers to these questions (and more) by attending this training session dedicated to mastering the various lookup functions that are built into Excel.

Webinar Objectives

VLOOKUP, HLOOKUP, XLOOKUP are some of the most well-known (and most useful) formulas in Excel. Used properly, they will help you to improve the accuracy and integrity of your Excel workbooks, save a ton of time and minimize data entry errors.

Webinar Highlights

• VLOOKUP v HLOOKUP v XLOOKUP
• How to construct and use the LOOKUP functions
• TRUE and FALSE – the 4th VLOOKUP parameter demystified
• Tables – the key to future-proofing LOOKUP
• How to avoid #NA
• INDEX/MATCH v LOOKUP

Session 2 - Excel Basics - Formulas and Functions 101

Webinar Overview

Although it is perfectly possible to use Excel without ever creating a formula or using a function if you don’t, you’re missing out on a huge part of the application’s power.

Without formulas and functions, Excel would not be able to perform its calculations.  So, think of any scenario that involves addition, subtraction, division, or multiplication and that's where you'd use a formula.

Functions are built-in formulas that have been programmed to perform a specific calculation. They can often be used to shorten and simplify what would otherwise be a long-winded manually entered formula.

Webinar Objectives

Learning how to create formulas will automate your calculations and save you a ton of time. No more using your fingers. No more mental arithmetic. No more using the calculator app on your Smartphone!  Let Excel do the work for you!

Webinar Highlights

• Creating basic formulas: addition, subtraction, division, multiplication
• Using parentheses in formulas - the what and why
• Copying a formula - the gotchas you need to know about
• Make formulas logical and understandable by assigning names to your important cells
• Speed up your work by using the SUM, AVERAGE and COUNT functions
• The IFERROR function - the alternative to an ugly error

Session 3 - Excel - Importing and Managing List-Based Data

Webinar Overview

If you think that Excel is all about working with numbers, then think again. More and more people are turning to Excel to help them to manage list-based data.

Whether it's lists of employees, lists of equipment, lists of training courses or anything else, Excel contains a whole array of features designed to help you to manage your list-based data.

Features such as sorting alphabetically, numerically or chronologically, filtering to display only certain items, breaking single column lists into multiple columns, removing duplicates.

In the modern world, most Excel-based lists start life outside Excel, in a database for example. This webinar will teach you how to import data into Excel and how to keep it up to date.

If you manage list-based data in Excel and want to learn some best practice techniques for working with this type of data, this session is for you.

Webinar Highlights

• Importing list-based data into Excel from a variety of external sources
• Sorting a list of items into alphabetical, numerical or chronological order
• Using List Filters to display only those items matching a given criteria
• Use Flash Fill to quickly create a list
• Convert a single-column list into multiple columns
• Remove duplicate values from a list
• Converting a list into a Table – the why and how

Who Should Attend

This training is categorized as intermediate and is aimed at users who want to learn about the Lookup functions in Excel.

Although the training will be delivered using the latest version of Excel, this training is relevant for users of all versions of Excel (Note: XLOOKUP is only available in certain versions of Excel)

This session is aimed at anyone who uses Excel at a basic level and wants to learn how to create formulas. The webinar will be delivered using the latest version of Excel for Windows however all of the functionality is also available to users of earlier versions of Excel

If you want to know how to manage lists in Excel, then this webinar is for you. Although the training will be delivered using the latest version of Excel, this training is relevant for users of Excel 2010 and above.