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Softek Services, Inc.
1156 15th Street, NW, Suite 100
Washington, DC 20005
(202) 747-5000

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Using Advanced Functions and Summarizing Data
in Microsoft Excel

Version 2010 • 2013 • 2016

3 Hours

This instructor-led course covers more advanced formulas that include relative and absolute cell references. Incorporate advanced functions such as IF, VLOOKUP, and ISERROR into your formulas. Learn tools, such as the PivotTable, to analyze and summarize your data. It is geared for users who have experience with Microsoft Excel and need to learn these more intermediate/advanced features.

Course objectives:

  • Create formulas using relative and absolute cell references
  • Use the IF function to determine a result based on the criteria
  • Use the VLOOKUP function to retrieve data from a table
  • Use the ISERROR function to display something other than N/A
  • Design a PivotTable to analyze and summarize your data

Working with Statistical and Logical Functions

  • Understanding Absolute vs. Relative Cell References
  • Using the IF Function to Calculate Based on a Condition
  • Writing IF Statements
  • Nesting IF Statements
  • Using the COUNT Function to Count a List of Numbers
  • Using the COUNTA Function to Count Non-Empty Cells
  • Using the COUNTBLANK Function to Count Blank Cells
  • Using the COUNTIF Function to Count Based on a Condition
  • Using the COUNTIFS Function to Count Based on Multiple Conditions

Using Text Functions and Features

  • Using the Text to Columns Feature
  • Inserting Columns
  • Splitting Text over Multiple Columns
  • Using Text Functions
  • Using the CONCATENATE Function to Join Cells
  • Using the TRIM Function to Remove Extra Spaces
  • Using the UPPER, LOWER, and PROPER Functions to Change Case
  • Using the LEFT, MID, and, RIGHT Functions to Extract Characters
  • Using the Paste Values Feature


Creating VLOOKUP Formulas

  • Examining the VLOOKUP Function Syntax
  • Creating Lookup Tables
  • Creating Named Ranges
  • Writing VLOOKUP Formulas
  • Understanding Common Formula Error
  • Using the ISERROR Function to Hide Errors

Using PivotTable Reports to Summarize Data

  • Creating PivotTables to Summarize Data
  • Changing the PivotTable Field List View
  • Adding Fields
  • Grouping Items
  • Rearranging Fields within the Field List
  • Using Report Filters
  • Removing Fields
  • Changing Value Field Settings
  • Updating PivotTable with New Source Data

View Upcoming Schedule or Register for a Class

Is this the right course for you? Please contact our office at (202) 747-5000 if you have any questions.

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Public Class

This class is only offered for private groups.

Private Group Classes

Any two 3-hour Microsoft classes must be scheduled on the same day to receive pricing (9 to 12pm and 1 to 4pm).

Conducted at Your Office

$500 flat fee for up to 8 students
$550 flat fee for up to 12 students
$35 per additional student

Conducted at Softek’s Facility

$575 flat fee for up to 8 students
$625 flat fee for up to 12 students
$35 per additional student

Have more or less students? Or, need to schedule more than one training day? Click here for a price quote based on your training needs. 

Why choose Softek?

  • Live, in-person training
  • Instructors with 10+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee