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QuickBooks® Training Library

Excel - Intermediate - Formulas and Functions


Course
Quantity
For someone else
Alicia Katz Pollock
Quantity
For someone else
Purchase for $85 or enter access code

Learn Excel, Microsoft Office’s spreadsheet software. This Excel tutorial covers sorting & filtering, logic formulas, text functions, and vlookup.

 

What You’ll Learn

  • AutoFill Handle

  • Relative and Absolute Cell References

  • Named ranges

  • Data Tables for working with Lists

  • Pivot Tables

  • IF function

  • AND/OR/NOT functions

  • Nested functions

  • VLOOKUP and HLOOKUP

  • DATE functions

  • TEXT formulas including CONCATENATE and splitting text into columns

  • Tracing formulas

  • Protecting worksheets

  • Plus, you’ll learn valuable tips and tricks to shave time off your daily tasks.

 

Class Description

Once you’re familiar with Excel, learning the more advanced tools will help you analyze your numbers for solid business decisions. We'll create pivot tables. We’ll demystify dozens of handy formulas: vlookup, date, text and logic formulas. We’ll sort and filter data tables, name ranges for easy understanding, and protect worksheets to keep them perfect. We’ll also explore more tools that you can use as soon as you get back to work.

 

It doesn’t matter what version of the PC or Mac operating system you’re using. The techniques we will cover work similarly in Excel for PC and Mac.

 

 

 

 

 

 

 


 

 

Instructional Level

Intermediate

 

Course Length

2.5 hours

 

Course Credits

Certificate of Completion

 

Field of Study

Computer Software & Applications

 

Delivery Method

QAS/Self Study

 

Prerequisites:

  • Our "Learn Excel in 3 Hours Flat" course, or

  • Prior Excel experience

  • A copy of Microsoft Excel

 

Who should take this class?

  • Business owners and employees looking to manipulate and analyze Excel spreadsheet data for business decisions
  • Students and job-seekers looking to boost their employment marketability.
  • Advanced students looking to fill in gaps in their knowledge. Since we specialize in what you “don’t know that you don’t know,” even seasoned users are guaranteed to glean essential nuggets of information to make using Excel easier than before.

 

 

Course Preview

Get 'Excel: Pivot Tables and Dashboards' for FREE when you bundle! 

Learn to use Microsoft Excel like a pro with this three course bundle, now for a limited time.

When you buy Excel in 3 Hours Flat & Intermediate Excel as part of this bundle, and we'll throw in 'Excel Pivot Tables and Dashboards' for FREE!

Click here to buy the 3-part 'EXCEL LIVE COURSE BUNDLE' bundle and save $54  

 

Evergreen Access (Made to Stay Current)

Your purchase is designed to stay useful long after you finish the course! As the software changes, we refresh the content so you’re not learning from outdated screens. You’ll also have access to the class discussion/Q&A so you can ask questions when real-life situations pop up. And because it’s lifetime access, you can revisit the videos, handouts, and materials anytime you need a quick refresher.

 

Live Session + Replay Included

If you can’t attend at the scheduled time, go ahead and enroll—your live registration includes free access to the on-demand replay. We record every live class and post an edited version to the course page within two weeks of the class date. Once it’s available, you’ll receive a notification inside your OWLS portal.

While the replay is being published, you can download the notes/handouts and complete any quizzes or questionnaires so you’re ready to follow along when you watch.

 

 

 

 

 

 

 

 


 

 

Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

Course Updated: December 2021
Course Page Updated: March 2026

 

 

 

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Here is the course outline:

1. Download the Course Files

Download the handout that goes with the course.

Agenda and Notes
Download the Course Files
Alicia's finished spreadsheet

2. Watch the Recordings: Excel Intermediate

This is the recording of the class you attended. Watch and rewatch it until it all makes sense!

Getting Started
Formulas vs Functions - Review
Named Ranges
IF Functions
VLOOKUP Functions
Logic Functions (AND)
Sparklines
Tracing Formulas
Protecting Worksheets
Date formulas: NOW, TODAY, DATEDIF
Cells between Sheets
CONCATENATE and capitalization functions.
LEFT, RIGHT, and FIND text functions
Data Tables and Pivot Tables
Review Questions: Excel - Intermediate - Formulas and Functions

3. Assessment

To receive a Certificate of Completion for this course, submit your finished spreadsheet.

Submit Spreadsheet
Quiz: Excel - Intermediate - Formulas and Functions
Evaluation & Participation Survey

Completion

The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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