EXCEL FORMULAS AND FUNCTIONS

Level: Intermediate | Delivery Channel: In-Person Classroom or Virtually Online | CPE Credits: 8 Credits | Duration: 8 Hours

This course is ideal for those who have completed the Excel Introduction course or that already have the foundational Excel skills. The course covers a broad range of practical topics including Tables, Range Names, Flash Fill, and an extensive library of functions spanning Date & Time, Statistical, Text, Logical, and Lookup categories — highlighted by powerful tools like XLOOKUP, IFS, SUMIFS, TEXTBEFORE, TEXTAFTER, TEXTSPLIT functions.

WHO IS THIS CLASS FOR

N

Individuals with a strong Excel foundation skill set that want to level up, especailly in the area of Excel Formulas and Functions.

N

Team members who maybe know a lot of formulas and functions but their knowledge is dated and could benefit from learning the modern Excel functions.

WHAT YOU'LL LEARN

Tables
  • Tables Overview
  • Table Structured Cell References
  • Table Styles
  • Table Options
  • Table Slicers
  • Converting Tables to Ranges
  • Removing Duplicate Rows
Range Names
  • Range Names Overview
  • Navigating Range Names
  • Creating Range Names
  • Creating Range Names in Bulk
  • Assigning Range Names
  • Using Range Names in Formulas
  • Managing Range Names
Functions Overview
  • Functions Overview
  • Functions vs Formulas
  • Why use Functions?
Date and Time Functions
  • NOW Function
  • TODAY Function
  • YEAR Function
  • MONTH Function
  • DATE Function
  • DAYS Function
Statistical Functions
  • SUM Function
  • AVERAGE Function
  • MIN Function
  • MAX Function
  • MEDIAN Function
  • COUNT Function
  • COUNTA Function
  • COUNTBLANK Function
Text Functions
  • CONCAT Function
  • PROPER Function
  • UPPER Function
  • LOWER Function
  • LEFT Function
  • RIGHT Function
  • MID Function
  • TRIM Function
  • LEN Function
  • FIND Function
  • SUBSTITUTE Function
  • TEXTBEFORE Function
  • TEXTAFTER Function
  • TEXTJOIN Function
  • TEXTSPLIT Function
Logical Functions
  • IF Function
  • IFS Function
  • Nested IFs Function
  • AND Function
  • OR Function
  • SWITCH Function
  • COUNTIF Function
  • COUNTIFS Function
  • SUMIF Function
  • SUMIFS Function
  • AVERAGEIF Function
  • AVERAGEIFS Function
Lookup Functions
  • XLOOKUP Function
  • VLOOKUP Function
Flash Fill
  • Using Flash Fill
  • Troubleshooting Flash Fill
  • Limitations of Flash Fill

WHAT YOU WILL GET

  • Class Binder with Step by Step Exercises and Challenge Exercises
  • Microsoft Excel Exercise Files with 1 year access to the files
  • Double-Sided Laminated Keyboard Shortcut Guide

WHAT TO BRING TO CLASS

  • We provide everything you need for our in-person classes. You just need to show up.
  • Come dressed for comfort. Jeans, Shorts, Yoga pants are all welcome!
  • Come ready to learn! Our classes are an intensive learning experience.

CLASS SCHEDULE

Date Location Price Registration
May 19, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
June 2, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
June 16, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
June 30, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
July 14, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
July 28, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
August 11, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
August 25, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
September 8, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
September 22, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
October 6, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
October 20, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
November 3, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
November 17, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
December 1, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
December 15, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register

Who is this class designed for?

This class is ideal for individuals who have already completed the Excel Introduction course or self-taught users who have used Excel for a long time but want to learn more efficient, professional methods for data manipulation.

How many functions are covered in this class?

There are roughly 40 of the most popular functions covered in this class.

What are the prerequisites for this class?

Participants should have a basic understanding of entering data, formatting cells, and creating simple formulas. You should be comfortable with the foundational topics covered in our Excel Introduction class.

How much does the class cost?

This standard price is $425, but if you sign up 30 days in advance you get an early bird price of $395.

Does this class qualify for CPE credits?

Yes! This class is accredited through the Texas State Board of Public Accountancy and earns 8 CPE (Continuing Professional Education) credits. You will receive a certificate of completion at the end of class.

Is there a live online option?

Yes. We offer this class in both in-person Dallas Fort Worth, Houston, Austin, Oklahoma City and live online formats. The online class is always led by a live instructor — not a pre-recorded video.

What do I need to bring to the in-person class?

Nothing! We provide a full-size training computer, class materials, and snacks and drinks throughout the day. Just bring yourself.

What materials do I take home after class?

You'll leave with the Excel practice file used during class and a student handbook so you can continue practicing on your own schedule.

How big are the public classes?

In-person public classes are small — up to 6 students — so you get plenty of individual attention from the instructor.

Can my whole team take this class together?

Absolutely. We offer private group training tailored to your team's schedule, location, and skill level.

Is the training hands-on or lecture-based?

Yes. Our classes are highly interactive with guided labs and exercises so participants practice every concept rather than just watching demonstrations.

I have more questions?

Our AI Chatbot has a wealth of knowledge and can answer most standards questions. Feel free to use our AI Chatbot in bottom right of the screen, feel free to use our Contact Form, and feel free to call us at 817-841-9560.

Got More Questions?

We are here to help! Call us at 817-841-9560 or use our Contact Form to get in touch with us.