Excel Formulas and Charts

Course Length 6 hours (1 Day)

This course is a combination of our Excel Formulas and Excel Charts Courses.
Excel functions are the key to providing financial results from data. There are hundreds of Excel functions, each with their own purpose and usefulness yet with common elements that make learning new functions easier.   A chart is a powerful tool that allows you to visually display data in a variety of visual formats such as Bar, Column, Pie, Line, Area, Doughnut, Scatter, Surface, or Radar charts. Excel makes it easy to create, display and interpret numeric data.  The purpose of this course is to learn how to create and apply Excel function to generate mathematical results from data and build on existing knowledge of Excel introducing a new way to display numeric data vis-à-vis a chart.

Learning Objectives:
After completing this course, students will be able to:
- Identify which function to use to generate results
- Employ a number of strategies for creating functions
- Build their own functions using the fx tool
- Add multiple worksheets together
- Utilize array formulas
- Format data to use with charts
- Create the most common type of charts in Excel
- Select the correct Excel chart type for your data.
- Identify the elements of a Microsoft Excel chart,
- Create basic Excel Charts like Column charts, Bar charts, Pie charts, Line charts.
- Create advanced Excel Charts
- Add chart elements to deepen the visual effect
- Create chart templates
- Format, update and print charts
- Copy charts into other applications and dashboards

Target Student:
This course is designed for Excel users with some knowledge of entering financial data but would like to explore more mathematical functions.  You will also learn how to quickly and easily create charts to display financial data in an appealing visual manner. Some knowledge of Excel is required

Course Outline:
Section 1: Copying column formulas instantly

Section 2: 3D formulas to gather data from multiple sheets

Section 3: Updating values without formulas

Section 4: Displaying and highlighting formulas

Section 5: Enhancing readability with range names

Section 6: Extracting Data With LEFT, RIGHT and MID

Section 7: Locating Data With FIND, SEARCH, EXACT

Section 8: Combine Data From Different Cells

Section 9: Changing The Case Of Text Using PROPER, UPPER, and LOWER

Section 10: IF logical tests and using operators

Section 11: Nested IF statements

Section 12: Using the AND, OR, and NOT functions with IF

Section 13: Tabulating information on a single criterion - COUNTIF, SUMIF, and AVERAGEIF

Section 14: Tabulating information on multiple criteria - COUNTIFS, SUMIFS, and AVERAGEIFS

Section 15: Looking up information - VLOOKUP and HLOOKUP

Section 16: Locating data - MATCH

Section 17: Retrieving information by location – INDEX

Section 18: Excel date/time capabilities in formulas

Section 19: Identifying the day of the week - WEEKDAY

Section 20: Counting working days - NETWORKDAYS

Section 21: Determining a completion date - WORKDAY

Section 22: Tabulating date/time differences - DATEDIF

Section 23: Finding the middle value - MEDIAN

Section 24: Ranking data without sorting - RANK

Section 25: Tabulating blank cells – COUNTBLANK

Section 26: Using database functions – DSUM, DCOUNT, DAVERAGE

Section 27: Working with rounding functions

Section 28: Learn about array formulas

Section 29: Organizing data for use with charts

Section 30: Different charts for different data selection

Section 31: Selecting Data and Inserting Charts

Section 32: Formatting charts to illustrate your data

Section 33: Adding chart elements for greater emphasis

Section 34: Formatting charts

Section 35: Saving chart templates

Section 36: Printing charts

Section 37: Copying charts into other applications and dashboards

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What You Get:

Training includes Tip Sheets, a Certificate of completion, and a voucher for 30 days of After Training Support