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…

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