Excel: A Beginner's Guide to Formulas and Functions

Conference Info

  • IndustryHuman Resources
  • Unique IDUSC2026358
  • Duration100 Minutes
  • DateMay 8,2026 - Jul 31,2026

Description

Overview

Are you new to Excel and struggling to understand formulas? Are you tired of manually calculating data in spreadsheets and looking for a faster, more accurate way to work? This online Excel training session is designed to help beginners build a strong foundation in formulas so they can work more efficiently and confidently with data. From simple calculations using addition, subtraction, multiplication, and division to understanding when and why to use parentheses, this session will introduce the core skills needed to use Excel more effectively in everyday work.

Once you have mastered basic Excel formulas, you will also be introduced to functions, which are built-in formulas designed to perform specific calculations. Functions can simplify what might otherwise be long, manually entered formulas and help make spreadsheet tasks easier to manage. You will explore essential Excel functions such as SUM, AVERAGE, COUNT, and SUBTOTAL, along with SUMIF and COUNTIF for adding and counting based on criteria. The session also covers date functions such as TODAY, DATEDIF, and NETWORKDAYS, as well as text functions including CONCATENATE and TEXTJOIN for combining information from multiple cells.

Topics Covered:

  1. Creating basic formulas: addition, subtraction, division, multiplication
  2. Using parentheses in formulas - the what and why
  3. Copying a formula - the gotchas you need to know about
  4. Make formulas logical and understandable by assigning names to your important cells
  5. An introduction to functions: SUM, AVERAGE, COUNT and SUBTOTAL
  6. The SUMIF and COUNTIF function: Add up and count based on criteria
  7. Use TODAY, DATEDIF and NETWORKDAYS to calculate and manipulate dates
  8. Use CONCATENATE and TEXTJOIN to combine text from multiple cells

Your Benefits For Attending:

  1. Learn how to create basic Excel formulas using addition, subtraction, division, and multiplication.
  2. Understand how and why to use parentheses in formulas for more accurate calculations.
  3. Discover the best practices for copying formulas and avoid common mistakes.
  4. Make formulas easier to follow by assigning names to important cells.
  5. Gain an introduction to powerful Excel functions including SUM, AVERAGE, COUNT, and SUBTOTAL.
  6. Learn how to use SUMIF and COUNTIF to add and count data based on specific criteria.
  7. Use TODAY, DATEDIF, and NETWORKDAYS to calculate and manage dates in Excel.
  8. Combine text from multiple cells using CONCATENATE and TEXTJOIN.
  9. Build confidence using Excel formulas, even with little or no prior experience.

Attending this webinar will help you save time, improve accuracy, and feel more confident working with Excel spreadsheets. Whether you use Excel for school, administration, reporting, or day-to-day business tasks, this training will give you practical skills you can start using right away.

Who Should Attend:

This training is perfect for beginners who are new to Excel or have limited experience with formulas. Whether you are a student, professional, or simply looking to improve your Excel skills, this training is designed to help you develop a solid understanding of Excel formulas and functions.

The training will be delivered using the latest version of Excel for Windows; however, all of the functionality covered is also available to users of earlier versions of Excel.

Table of Contents

  1. Introduction
  2. Basic Formulas
  3. How To Calculate Sales & Profit
  4. How To Calculate Total Income
  5. How To Calculate Total Profit & Income
  6. How To Calculate Total Income
  7. How To Calculate Bonus Share
  8. Copying Formulas
  9. Copying Formulas Down A Column
  10. Keeping The Cell Reference Fixed
  11. How To Use Dollar Signs In A Formula
  12. Functions
  13. How to Find A Full List Of Functions
  14. Exceljet
  15. Percentages
  16. The SUM Function
  17. The AVERAGE Function
  18. How To Include Cells That Are Not Linear
  19. The COUNT Function
  20. Dates
  21. The NETWORKDAYS Function
  22. Percentages - What-If Analysis
  23. Dates
  24. Functions And Texts
  25. The CONCAT Function
  26. Mixing Functions
  27. The SUBTOTAL Function
  28. VLOOKUP
  29. Presenter Closing
  30. Presentation Closing

Index

  1. Absolute Reference
  2. AVERAGE
  3. Cell
  4. Cell Reference
  5. Column
  6. CONCAT Function
  7. COUNT
  8. COUNTA Function
  9. Filter
  10. Formula
  11. Formula Bar
  12. Function
  13. Fx Button
  14. LOWER
  15. NETWORKDAYS
  16. PROPER
  17. ROMAN
  18. Row
  19. Spreadsheet
  20. SUBTOTAL
  21. SUM
  22. TEXT Function
  23. TODAY Function
  24. UPPER
  25. VLOOKUP
  26. What-If Analysis
  27. XLOOKUP

Key Terms

AVERAGE : Returns the average (arithmetic mean) of the arguments.

Absolute Reference : Absolute references in Excel are a direct link to a specific cell or range of cells that remain fixed if you copy or drag the formula. Absolute references are represented by $ symbols. A $ before a column letter freezes the column, while a $ before the row number freezes the row number. You can freeze the column letter and/or row number when needed.

CONCAT Function: The CONCAT function was introduced in the Office 365 version of Excel 2016. It's not available to users of perpetual licensed versions of Excel 2016 or earlier versions of Excel. This function supersedes the CONCATENATION function and is used to combine multiple pieces of text into one. An alternative to CONCAT and CONCATENATE is using ampersands to join pieces of text together into one.

COUNT: Use the COUNT function to get the number of entries in a number field that is in a range or array of numbers.

COUNTA Function: The COUNTA function returns the number of blank cells within a given range of cells.

Cell: In spreadsheet applications, a cell is a box in which you can enter a single piece of data. The data is usually text, a numeric value, or a formula. The entire spreadsheet is composed of rows and columns of cells.

Cell Reference: A cell reference refers to a cell or a range of cells on a worksheet and can be used in a formula so that Microsoft Office Excel can find the values or data that you want that formula to calculate. There are three types: Relative, Absolute, and Mixed

Column: A column is a vertical series of cells in a chart, table, or spreadsheet in Excel.

Filter: The Filter feature in Excel allows you to show or hide rows within a list of data by making selections from drop-down lists. The Filter feature is available on the Data tab of all versions of Excel as well under the Sort & Filter command on the Home menu.

Formula: A formula is an expression which calculates the value of a cell.

Formula Bar: A toolbar at the top of the Microsoft Excel spreadsheet window that you can use to enter or copy an existing formula into cells or charts. It is labeled with function symbol (fx). By clicking the Formula Bar, or when you type an equal (=) symbol in a cell, the Formula Bar will activate.

Function: Functions are predefined formulas and are already available in Excel.

Fx Button: Excel Functions (fx) Excel has prewritten formulas called functions to help simplify making complicated calculations. A function takes a value or values, performs an operation, and returns a result to a cell. The values that you use with a function are called arguments.

LOWER : =LOWER The Microsoft Excel LOWER function converts all letters in the specified string to lowercase. If there are characters in the string that are not letters, they are unaffected by this function. The LOWER function is a built-in function in Excel that is categorized as a String/Text Function.

NETWORKDAYS: Returns the number of whole working days between start_date and end_date. Working days exclude weekends and any dates identified in holidays. Use NETWORKDAYS to calculate employee benefits that accrue based on the number of days worked during a specific term.

ROMAN : The ROMAN function in Excel converts a positive integer into its Roman numeral equivalent, represented as text. It's useful for displaying numbers in a traditional or decorative way, such as in outlines or legal documents.

Row: A row is the range of cells that go across (horizontal) the spreadsheet/worksheet. Rows are identified by numbers e.g. row 1, row 5. Examples of use. A row might contain the headings of a table e.g. product ID, product name, price, number sold.

SUBTOTAL: A worksheet function that allows you to sum, average, count, and other otherwise analyze data on just the visible cells within a given range.

SUM: Microsoft Excel defines SUM as a formula that “Adds all the numbers in a range of cells”. This definition clearly points that Sum function has a job to add numbers and the arguments can be supplied using combinations of both numbers and range of cells. =SUM The SUM function is a built-in function in Excel that is categorized as a Math/Trig Function. It can be used as a worksheet function (WS) in Excel. As a worksheet function, the SUM function can be entered as part of a formula in a cell of a worksheet.

Spreadsheet: Microsoft Excel is a spreadsheet developed by Microsoft for Windows, macOS, Android and iOS. It features calculation or computation capabilities, graphing tools, pivot tables, and a macro programming language called Visual Basic for Applications. Excel forms part of the Microsoft Office suite of software.

TEXT Function: The TEXT function enables you to convert a number in Excel to any number of text formats. For instance, the format code mmmm d, yyyy would transform the date 1/1/2018 into January 1, 2018.

TODAY Function: The TODAY function is useful when you need to have the current date displayed on a worksheet, regardless of when you open the workbook. It is also useful for calculating intervals.

UPPER: =UPPER The Microsoft Excel UPPER function allows you to convert text to all uppercase. The UPPER function is a built-in function in Excel that is categorized as a String/Text Function. It can be used as a worksheet function (WS) in Excel.

VLOOKUP: An Excel worksheet function that allows you to look up data from a list by specifying criteria, cell coordinates for the list, column number from which to return data, and an indication as to whether you want an exact or approximate match.

What-If Analysis: What-If Analysis is the process of changing the values in cells to see how those changes will affect the outcome of formulas on the worksheet. Three kinds of What-If Analysis tools come with Excel: Scenarios, Goal Seek, and Data Tables. Scenarios and Data tables take sets of input values and determine possible results.

XLOOKUP: The XLOOKUP function searches a range or an array, and returns an item corresponding to the first match it finds. If a match doesn't exist, then XLOOKUP can return the closest (approximate) match. Where a valid match is not found, return the [if_not_found] text you supply.

Speaker(s)

  • Mr. Mike Thomas

    Mr. Mike Thomas

    Mike Thomas has worked in the IT training business since 1989. He is a subject matter expert in a range of technologies including Microsoft Office and Apple Mac. In 2012 Mike founded theexceltrainer.co.uk where he has produced nearly 200 written and video-based Excel tutorials. He has recorded several Excel training courses for pluralsight.com and in his career delivered hundreds of courses and webinars on a wide variety of technology-related topics.

    Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors. In addition to training, he also designs and develops Microsoft Office-based solutions that automate key business tasks and processes.

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