D I F F I C U L T Y L E V E LBASIC | INTERMEDIATE | ADVANCED | PROFESSIONAL
Basic: Start from zero, learn the essentials and use the tools correctly with confidence.Intermediate: Designed for users who know the basics who want to sharpen their skills for work scenarios.Advanced: Built for power users who want to handle complex data, scenarios, and evolving requirements. Professional: Multiple-skilled training. Designed for users who want to use multiple methods to build business-ready solutions.

T A R G E T P A R T I C I P A N T SThis learning session is suitable for participants holding roles in the following areas:Accounting & book-keepingBack-end office administrationFinance-related workData analystsProject-related workRevenue managementExcel users keen to update their spreadsheet knowledge

HRDC claimable.

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Excel Formulas and Functions with COPILOT

Work smarter with Excel 365 and Copilot as a productivity accelerator.

A 2-day intensive training in Excel 365DURATION: 2-DAYS (16 HOURS)DIFFICULTY LEVEL: INTERMEDIATE

TARGET PARTICIPANTS

This learning session is suitable for participants holding roles in the following areas:

Accounting & bookkeeping

Back-end office administration

Finance-related work

Data analysts

Project-related work

Revenue management

Excel users keen to update their spreadsheet knowledge

COURSE OBJECTIVES

Updated with Excel 365 functions & Copilot content.

Understand the core functionality of formulas and how to apply commonly used formulas.

Learn to apply specific formulas in specific scenarios.

Learn formula logic well enough to validate Copilot results.

Gain deeper insight into the old and new platforms of Excel.

METHODOLOGY

Instructor-led follow-along workshop.

Datasets provided.

SETUP REQUIREMENTS

1. Required software: Microsoft for Excel 365

2. Participants must have a paid Copilot plan to participate hands on in Copilot-related exercises.

3. For online training, participants are encouraged to use two computer monitors and utilize their webcams for a better learning experience.

DURATION

2 days

LEVEL

Intermediate

OUTLINE

1. Introduction

Absolute and relative cell references

The Formula Bar and the Insert Function tool

The Name Box, naming and editing cell ranges

The Status Bar

Basic Excel function syntax

Nested formulas

2. The new Array formula platform

Evaluating array formulas v normal formulas

Spilled array behavior of formulas

What’s best?

3. Logical functions

IFS

OR, AND

4. Sum and Count functions

SUMIF, SUMIFS, DSUM

AVERAGE, AVERAGEA

COUNT, COUNTA, COUNTBLANK, COUNTIF, COUNTIFS

SUMPRODUCT

5. Text functions

CONCATENATE

CONCAT

TEXTJOIN

LEFT, RIGHT, MID, TEXT

LOWER, UPPER, PROPER

TRIM, CLEAN

SUBSTITUTE

FIND

TEXT

6. Date and Time functions

The date format and value of date cells

EDATE, EOMONTH, DAYS, DAYS360, NETWORKDAYS, NETWORKDAYS.INTL, NOW

7. Drop-down boxes

Creating drop-downs with Data Validation List

8. Lookup-related functions

VLOOKUP

HLOOKUP

XLOOKUP

TRANPOSE

UNIQUE

FILTER

SORT

Working functions with Form Controls

9. Other import tools on formulas

Formula Auditing

Displaying Formulas

Error Checking and tracing errors

Evaluating formulas

Calculation options

Copying and pasting formulas

Comparing conditional sum, count functions with database functions

10.Quick Summation methods

Using shortcut keys and AutoSum

11. Customizing Number Formats

Examining number formats and changing them

Customizing number formats with advanced methods

12. Excel reporting in action with manual formulas and Copilot

Complete a mini-reporting project with manual Excel skills and Copilot.