Excel Agility: Looking Beyond the IF, AND, and OR Logic Functions
Many Excel users rely on the IF function because they’re unaware of how to improve the integrity of decision-making formulas. In this session, Excel expert David Ringstrom, CPA, discusses the IF function and then goes beyond the basics. He explains what can go awry with the IF function; how to future-proof the function; and explores alternatives, such as IFS, CHOOSE, and seemingly unrelated alternatives like VLOOKUP, SUMIF, and others.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 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.
Topics typically covered:
• Avoiding the complexity of nested IF statements with Excel’s CHOOSE function.
• Compare two cells directly to return TRUE or FALSE if they're both exactly the same or not without using IF.
• Comparing the MIN, SMALL, MAX, and LARGE functions.
• Discover the range of IS functions that can be used within IF statements to test for various conditions within a worksheet.
• Employing the SUMIF function to add up values related to multiple instances of criteria that you specify.
• Learn about the MAXIFS function available in certain versions of Excel 2ExcludeInclude6.
• Learn about the MINIFS function available in certain versions of Excel 2ExcludeInclude6.
• Learning about the IFNA function available in Excel 2ExcludeInclude3 and later.
• Return the inverse of a TRUE/FALSE test by way of Excel's NOT function.
• Test for a single condition among two or more that returns TRUE by way of Excel's XOR function.
• Test for two or more alternate conditions by way of the OR function.
• Test for two or more conditions at once with Excel's AND function.
• 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.
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 ... View Full Profile