Excel – Mastering Lookup Functions

“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.
Why you should attend
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.

Topics covered
  • 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
Who should purchase

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.

 

Excel – Master the Latest & Greatest 365-Only Functions

Elevate your Excel prowess with this training. Aimed at users already versed in Excel’s core functions (SUM, X/VLOOKUP, COUNTIF etc), this course introduces users to some of the new innovative functions added since 2020, exclusively available to Microsoft 365 and Excel 2021 users.

These cutting-edge tools are designed to streamline your formula creation process, enhance your data interaction, and expand your analytical capabilities. Embrace the simplicity of extracting unique values, sorting and filtering datasets, creating dynamic, self-updating lists and much more!

Whether you’re looking to improve efficiency, accuracy, or both, these features will set you on a path to becoming an Excel ninja. Ensure your skill set remains at the forefront of technological advancements with these essential, transformative functions that redefine what’s possible in Excel.

Topics We’ll Explore
  • UNIQUE: Extract distinct values effortlessly
  • FILTER: Refine your data with precision
  • SEQUENCE: Generate ordered lists automatically
  • SORT & SORTBY: Arrange your data with ease
  • CHOOSECOLS & CHOOSEROWS: Select specific data segments
  • TEXSPLIT, TEXTBEFORE, and TEXTAFTER: Manipulate text data like never before
  • VSTACK: Merge arrays vertically with simplicity

 

Excel – Pivot Tables – The Key To Modern Data Analysis and Reporting

Whether you need to build an Excel-based dashboard, perform some serious data analysis, or simply summarize data for a personal project, Pivot Tables are one of the most powerful tools in Excel’s data analysis and Business Intelligence (BI) toolkit.

With just a few clicks of the mouse (and no complicated formulas!) you can quickly and easily build the reports, dashboards and charts that help you to summarize, analyze, interpret and understand your data which in turn helps you to spot trends and get answers to the important questions on which you base your key business decisions.

Pivot Tables have a reputation for being complicated and scary but by attending this training, you’ll be pleasantly surprised at how easy it is to use and create them.

Objectives
  • Use Pivot Tables to turn raw data into meaningful and insightful reports and summaries
  • Structure your raw data in the right way
  • Design and format your Pivot Table reports so that they are easy to read and understand
  • Summarize your data in different ways including totals, counts and percentages
  • Convert a Pivot Table into a chart
  • Use formulas in a Pivot Table
  • Use Slicers to create interactive Pivot Table reports
Why you should purchase

From global enterprises to early-stage startups and small businesses, people everywhere use Pivot Tables to summarize and understand their data. Learning how to create Pivot Tables is one of the must have skills for anyone who needs to use Excel to quickly build reports and summaries. This training will provide you with a solid foundation that you can use to build your own pivot tables and reports.

Topics covered
  • Use cases: Why and when you should use a Pivot Table
  • Your raw data – do’s and don’ts
  • Create a simple Pivot Table with a few mouse clicks
  • Different ways to summarize your data – total, count and percent
  • Produce time-based reports (quarterly, monthly etc)
  • Apply formatting to a Pivot Table to make it easy to read and understand
  • Display Pivot Table data in alphabetical or numerical order
  • Represent the Pivot Table data as a chart/graph
  • How to update a Pivot Table when the source data changes
  • Using Slicers to Slice, Dice and Filter your data
  • GETPIVOTDATA – What is it? When to use it and when to avoid it

 

Excel – Master These 10 Functions to Skyrocket Your Productivity

Microsoft Excel contains almost 500 built-in worksheet functions. Strip away the ones nobody uses. Discount the ones that have a specialized use-case and you’re left with a small set of functions that all Excel users should know, regardless of their job function, industry, or business sector. This webinar covers ten of Excel’s most popular productivity-boosting functions.

Topics covered
  • IF: Automate data entry…if this condition is true, enter this value into a cell else enter that value into a cell
  • COUNTIFS: Count how many times a particular value (date, number, text) appears within a range (e.g. how many times was Customer X a late payer?)
  • SUMIFS: Add up a set of numbers that match a criteria (e.g. what was the total number of hours worked on Project 123)
  • IFERROR: Want to get rid of those ugly #DIV/0 and #N/A errors? IFERROR is your friend
  • XLOOKUP: Often referred to as “VLOOKUP on steroids”, XLOOKUP is the new kid in town, making searching for data in a tabular list quick, simple and straightforward
  • UNIQUE: Quickly generate a unique list of items in a single step
  • FILTER: Quickly generate a dynamic list of filtered items. This is the powerhouse of the latest set of functions added to Excel
  • SORT: Quickly generate a sorted list of items. Combine the SORT function with the UNIQUE function for extra power!
  • GETPIVOTDATA: If you ever need to refer to a cell inside a pivot table, the GETPIVOTDATA function has you covered
  • SUBTOTAL: Storing list-based data in a table is best practice. But what if you need to generate a total, count or average from filtered data In the Table? The SUBTOTAL function is just what you need

 

IMPORTANT: Several of the functions XLOOKUP, UNIQUE, SORT, FILTER are only available to Office 365 subscribers and users of Excel 2021). Please check that this training is relevant for your version of Excel.

 

Excel – Beyond the Bar Chart – Data Visualization and Data Story Telling Techniques

Revolutionize the way you communicate data with this cutting-edge training on Excel visual storytelling. Discover the power of visual data representation to transform complex numerical information into compelling, insightful visual narratives. The era of simple bar and pie charts has moved on. Today’s data-driven environment demands more dynamic visualizations and infographics. Our session will guide you through Excel’s innovative non-chart tools, empowering you to captivate your audience with data.

What you will master
  • Selecting impactful visualizations that resonate with your message
  • Crafting succinct Sparkline charts for at-a-glance data comparison
  • Utilizing shapes, symbols, and icons for infographic-inspired displays
Topics covered
  • Constructing Sparklines for immediate data visualization
  • Pioneering with Waffle Charts to “Square the Pie.”
  • Designing vibrant infographics using shapes, images, and icons
  • Generating heat maps with Conditional Formatting for data intensity display
  • Symbolizing data trends with icon sets for clarity and impact
  • Mapping out the world with Excel’s 3D Map feature for geographical data storytelling

 

Power BI – Getting Started – Transforming Data into Stunning Visuals

Are you ready to embark on a journey that will revolutionize the way you work with data? Welcome to “Power BI Demystified: Transforming Data into Stunning Visuals”

Discover the power of Microsoft’s revolutionary application, Power BI. Designed for beginners, this comprehensive training session will introduce you to the world of data visualization and insights like never before.

Say goodbye to the days of relying on IT departments for subpar reports – with Power BI, you take the reins, becoming a self-service reporting pro.

Topics covered
  • Connect data sources (Excel, databases, text files, etc.) to Power BI
  • Elevate your reports with engaging visual elements
  • Apply professional formatting, including colours, fonts, and styles, to your reports
  • Streamline report updates when the underlying dataset changes
  • Create interactive filters to enhance report interactivity
  • Automate data preparation
  • Easily share your reports with colleagues

Please note that Power BI Desktop is exclusively available for Windows and is not compatible with Mac or mobile devices.

Venue: Recorded Webinar

Enrollment option

Speaker

Mike Thomas
Mike Thomas have worked in the IT training business since 1989 and although he has a subject matter expert in a range of technologies, particularly Microsoft Office, my passion is for all-things-Excel-related with Power BI coming a close second. In a career spanning 30+ years, he has delivered training to thousands of people as well…

Related Events

Excel - Automate Repetitive Tasks with Macros
Compliance Webinars
Live Webinar

Excel - Automate Repetitive Tasks with Macros

Imagine the thrill of automating those repetitive Excel tasks that have been draining your productivity. Picture the convenience of effortlessly streamlining complex processes, leaving you with more time to focus on what truly matters. Now, consider the positive impact you can have on your team and clients by offering streamlined, error-free solutions. Excel macros are powerful tools that can transform your Excel experience by automating repetitive tasks, freeing up your time for more important work. If you often find yourself performing the same actions or dealing with time-consuming Excel processes that beg for automation, it's time to dive into the world of macros. In this session, we will explore two methods for creating macros in Excel: The Macro Recorder and The Macro Editor, ensuring you have a comprehensive understanding of both. Objectives By the end of this session, you will have gained proficiency in creating and editing macros using Excel's Macro Recorder and the Macro Editing Tool. Why You Should Attend Mastering macro creation and editing is a crucial skill for advanced Excel users. This knowledge will not only save you valuable time but also benefit your colleagues and clients, as you'll be able to automate various Excel-based tasks and processes. If you've never created macros before, this webinar is for you. Topics covered Best practices for planning your macros Creating macros using the Macro Recorder Saving files as macro-enabled Excel workbooks Executing macros effortlessly Adding a macro-triggering button A comprehensive tour of the Macro Editor Making basic modifications to macros (VBA fundamentals) Leveraging the Personal Macro Workbook to share macros across all your files Who Should Attend? This webinar is designed to kickstart your journey into the world of macros. It's suitable for intermediate-to-advanced Excel users across all industries and job roles. Although we will be using the latest version of Excel for Windows, the majority of the functionalities discussed are applicable to earlier versions of the application as well.

Excel - A Beginner’s Guide to Formulas and Functions
Compliance Webinars
Live Webinar

Excel - A Beginner’s Guide to Formulas and Functions

Are you new to Excel and struggling to understand formulas? Are you tired of manually calculating data in Excel spreadsheets? Do you want to learn how to use Excel formulas to streamline your work and save time? If so, this online training session is the perfect solution for you. Think of any scenario that involves addition, subtraction, division or multiplication and that's where you'd use a formula. Once you’ve mastered formulas, you’ll be introduced to functions which 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. Why you should attend Excel is an essential tool for anyone who works with data, from entry-level employees to professionals. Knowing how to use Excel formulas can help you streamline your work, increase accuracy, and save time. This training is designed for beginners, so you don't need any prior experience with Excel or formulas to attend. You will leave the session with a solid understanding of the fundamentals of Excel formulas and the confidence to use them in your work. Topics covered 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 An introduction to functions: SUM, AVERAGE, COUNT and SUBTOTAL The SUMIF and COUNTIF function: Add up and count based on criteria Use TODAY, DATEDIF and NETWORKDAYS to calculate and manipulate dates Use CONCATENATE and TEXTJOIN to combine text from multiple cells Who should attend This training is perfect for beginners who are new to Excel or have limited experience with formulas. Whether you are a student, professional, or simply looking to improve your Excel skills, this training is for you. The training 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.

HR Auditing - Important Issues For 2025
Compliance Webinars
Live Webinar

HR Auditing - Important Issues For 2025

Does your organization consider the strategic, operational, and compliance related impact of human capital decisions on its ability to achieve its business goals and objectives? Does your human capital help your organization achieve its management goals? Are your employment policies and practices creating material risks and liabilities? Are AI issues now affecting your employment practices? This webinar discusses the development and use of HR Audits in answering these questions and in addressing critical risk management and due diligence issues. The threats and risks from human resource management issues are increasing. No longer measured in only fines, penalties, and awards for non-compliance, human resource management affects keys business metrics, including the organization’s valuation and credit rating. Further, improper human resource management can significantly reduce managerial prerogatives and seriously damage the organization’s reputation and employment brand. As a result, HR audits have become an important tool in identifying problem areas and are increasingly evolving from an ad hoc audit activity to a critical element of an organization’s risk management and compliance processes. Numerous external forces and factors have an impact on the demand for and scope of HR audits. First, in the global economy, human capital has become for many organizations the single most important determinant of competitiveness, productivity, sustainability, and profitability. Increasingly, the organization’s human capital is the source of innovation and a driver of business success. Second, a confluence of economic, political, and social factors, including corporate scandals, the failure of organizations to adequately assess risks, and the increasing number of stockholder initiatives, have resulted in increased statutory and regulatory requirements, a call for greater transparency, and increased internal and external audit activity. Third, governmental agencies have become more active — some would argue more aggressive — and have committed more resources to conducting assessments of employment policies and practices. Importantly, the EEOC, the OFCCP, U.S. DOL, and ICE have advised employers that they consider self-assessments and audits a “best practice.” Fourth, AI is no longer used solely as a tool to support HR activities. AI is quickly becoming a critical element of strategic and tactical management activities. It this environment, identifying and assessing human capital related risks have become a critical element of an organization’s success. As a result, an organization’s ability to audit and manage these risks plays an increasing role in helping it succeed. Why You Should Attend HR audits can assist your organization identify the weaknesses and failures of its human resource management and employment practices compliance activities. HR Audits can further help your organization identity critical issues effecting the management of your human capital asset and provide an indication of your organization’s commitment to identifying and ferreting out unlawful practices and processes. Thus, your use of HR audits should consider strategic and tactical issues, identify risks, assess compliance, and develop both quantitative and qualitative methods and measurements to assess those risks. Your HR audit activities should help you assess your organization’s performance and should provide you with data that will allow you to evaluate human capital outcomes. Areas Covered in this Session A discussion of current trends in HR Auditing A discussion of senior management’s HR auditing goals and issues An understanding of the critical components of an HR audit A discussion of economic, political, regulatory, and social factors affecting HR audits A review the use of HR auditing tools A discussion of the development of the HR Audit Scorecard Who will Benefit HR audits and assessments play an increasingly important role in managing an organization. Like other management tools, HR audits help organizations access, manage, and monitor the successes and failures of their use of key resources and help them plan for future requirements. As a result, attendees will gain an understanding of the required elements of improving their organization’s performance. HR professionals Internal and external auditors Business owners Compliance managers Risk managers CEOs CFOs Topic Background HR audits HR auditing HR risk assessments HR compliance

Governing Board, Agreements and Contracted Services, QAPI, Discharge Planning
Compliance Webinars
Live Webinar

Governing Board, Agreements and Contracted Services, QAPI, Discharge Planning

Critical Access Hospitals (CAHs) must comply with the Centers for Medicare & Medicaid Services’ Conditions of Participation located in Appendix W in the manual. This eight-part webinar series will cover the CAH CoP manual. There were changes and new regulations for CAHs in 2020, including a change to all the tag numbers, some which do not include Interpretive Guidelines or Survey Procedures. Changes include infection prevention and control and antibiotic stewardship, QAPI and Swing Bed changes. This seminar will help CAHs comply with specific CoP problem areas, such as nursing care plans, necessary policies and procedures, medication administration and drug storage, and informed consent to name a few.   Part Four of Eight: Governing Board, Agreements and Contracted Services, QAPI, Discharge Planning Objectives Describe that CMS requires the Board enter into a written agreement for telemedicine services Describe requirements for contract management for a CAH Describe the essential elements of a QAPI program and Board responsibilities Recall the requirement for when a discharge evaluation must be completed Organizational Structure and Governing Body/Individual Governing body/Individual’s responsibilities Appointment to medical staff Telemedicine services and requirements Required disclosures Agreements and Contracted Services Agreement with providers or suppliers Lab and diagnostic services Food services Quality Assurance Performance Improvement - QAPI Changes to the QAPI program Requirements of a QAPI program QAPI standards Data collection and analysis Reference: Standards and guidelines for Acute hospitals Discharge Planning Need for effective discharge planning process Discharge evaluation and plan Review of discharge planning process Requirement to assist in PAC selection Appendix and Resources