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Formulae & functions - agenda
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| Format: seminar |
| Duration: one day |
| Arrival and refreshments: 9:00 am |
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Start: 9:15 am |
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Finish: 4:30 pm |
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Your power-packed agenda
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Make formulae easier to follow
- Shorten formulae by knowing the order of precedence.
- Use names to build formulae more quickly and make them easier to follow.
- Modify the layout for ease of understanding.
Understand the calculation options
- Know the pros and cons of Precision as Displayed.
- Beware of traps with Manual and Iteration options.
Common formulae problems
- Find the sources of circular references.
- Discover solutions to the problem of formulae that refuse to calculate.
- Be aware of the problems caused by decimal to binary conversions and their solutions.
- Avoid problems when inserting rows, columns or sheets.
- Know why some formulae are slow to calculate.
- Discover volatile functions.
- Hide very long formulae.
- Beware of the Extend formulae feature.
Array formulae
- Discover array formulae and how to create them.
- Hear the pros and cons.
- Sum absolute values.
- Sum rounded values.
- Find max of numbers entered as text.
- Check whether data is sorted.
File-link formulae
- Know the best way to create file-link formulae.
- Be aware of the many traps and the solutions.
- Find the source of unwanted "update links" messages.
- Remove file links.
Maintainable formulae
- Make formulae easy to track.
- Build formulae that don't need changing every month.
- Build self-maintaining formulae.
- Reduce errors through properly constructed cross-checks.
- Build cross-checks that can't be missed.
- Include comments in formulae.
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Learn about functions new to Excel 2007 and 2010
- Such as SUMIFS, COUNTIFS, AVERAGEIFS, IFERROR and AGGREGATE.
Functions and Formulae
- Sum positives.
- Sum but ignore errors.
- Prevent duplicate entries.
- Sum alternate rows or columns.
- Sum the largest five entries.
- Round to nearest 5, 20, or any number.
- Round up or down.
- Avoid divide-by-zero errors.
- Learn how to build complex IF formulae.
- Use MIN and MAX as a shorter alternative to IF.
- Return a particular month's figure from a range.
- Calculate year-to-date for the specified month.
- Prevent formulae being corrupted by a move.
- Sum the last several months.
- Create self-extending ranges for charts, PivotTables and formulae.
- Use lookups to create self-maintaining systems.
- Return item from left of search column.
- Return name of biggest item.
- Use faster alternatives to VLOOKUP and SUMIF.
- Discover alternatives to confusing multiple-nested IFs.
- Sum only visible rows.
- Create any criteria you require for use with the "D" functions.
- Analyse and cross-tabulate database data.
- Count the entries in each category.
- Display path filename, day, date, time.
- Display date and time across multiple columns.
- Calculate with dates and times.
- Generate a series of month-end dates.
- Convert 6-digit date to an Excel date.
- Calculate working days between two dates.
- List working days in month.
- Discover text formulae and their uses.
- Join numbers, dates and items of text into a single paragraph.
- Convert numeric entries to text and vice versa.
- Split full names into first name and last name.
- Make subtotal numbers bold.
- Discover Conditional Formatting.
- Convert text case to upper, lower or proper.
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Functions covered include: SUMPRODUCT, SUBTOTAL,SUMIF, SUMIFS, COUNTIF, COUNTIFS, IF, AVERAGEIFS, LARGE,
ROUND, INT, INDEX, VLOOKUP, TRANSPOSE, MATCH, DSUM, MAX, MIN, CELL, COUNT, NOW,
CHOOSE, ABS, &, T, LEFT, MID, RIGHT, MOD, OFFSET, FIND, SEARCH, TRIM,
UPPER, PROPER, VALUE, TEXT, DATE, DATEVALUE, TIME, TIMEVALUE, NETWORKDAYS,
WORKDAY, ISERROR, IFERROR, ISNA, AGGREGATE, FREQUENCY... and more.
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Who should attend:
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Accountants (and many non-accountants, too) who have been using spreadsheets
for some time and are quite familiar with the basics of formula construction,
formatting and printing.
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The seminars are designed for those working in accounting: it is not
essential for delegates to be qualified accountants.
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Learn in a positive environment
- Be assured the advice you get is well-proven and utilised.
- Feel free to ask questions.
- Get time away from the office and constant interruptions.
- Enjoy a friendly environment where you don’t feel you’re holding others up.
- Instantly apply what you’ve learned on return to work.
The courses cover Microsoft Excel releases XP(2002) through 2010.
Where there are differences among the covered releases, they are pointed out.
Course cancellation policy:
A course booking is considered final when an invoice is sent, and can be cancelled
up to ten working days before the course. After that, payment is expected in full
and no refund will be given.
All cancellations must be notified in writing, i.e. post, fax or email.
Another delegate may be substituted at any time.
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