Logic Functions: IF, AND, OR, and More

Level: Intermediate

Available Durations:

  • 50 minutes
  • 60 minutes
  • 75 minutes
  • 90 minutes
  • 100 minutes
  • 120 minutes

Description:

In this comprehensive presentation, Excel expert David Ringstrom, CPA, briefly discusses the IF function and then, in detail, takes you beyond the basics. He explains what can go awry with the IF function and ways to improve the integrity of decision-making formulas. David shares alternatives to the IF function, including IFS, CHOOSE, VLOOKUP, SUMIF, and others. David’s assertion is that if you’re nesting more than a couple of IF functions, there’s probably a more refined and resilient approach you can take.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Topics/Areas Typically Covered:

  • Comparing and contrasting IFNA, IFERROR, and ISERROR functions and learning which versions of Excel support these worksheet functions.
  • Learning about the MINIFS function available in certain versions of Excel 2016.
  • Seeing the pros and cons of using the F9 key within Excel’s formula bar to evaluate a portion of a formula.
  • Discovering the capabilities of the SUMPRODUCT function.
  • Learning about the MAXIFS function available in certain versions of Excel 2016.
  • Learning about the IFNA function available in Excel 2013 and later.
  • Comparing the MIN, SMALL, MAX, and LARGE functions.
  • Moving through formulas in slow motion with the Evaluate Formula feature.
  • Testing for a single condition among two or more that returns TRUE by way of Excel’s XOR function.
  • Testing for two or more conditions at once with Excel’s AND function.
  • Discovering the range of IS functions that can be used within IF statements to test for various conditions within a worksheet.
  • Avoiding the complexity of nested IF statements with Excel’s CHOOSE function.

Learning Objectives/Why You Should Attend:

  • Recall how to avoid complex IF statements.
  • Apply the COUNTIF function to determine the number of times an item appears on a list.
  • Define when to use the ISERROR function or the ISNA function vs. the IFERROR function.

Target Industries:

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

About the Instructor:

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Pricing and Format Options:

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