On-Demand

2 CPE Credits

Surgent's Smart Formula Selection in Excel: What to Use When

On-Demand
2 CPE Credits

This course is delivered as a recorded video. After completing all sessions, you must pass the final exam with a minimum score of 70% to receive credit.

Excel gives you multiple ways to solve the same problem, but which formula is the right one? This course teaches a decision-based approach to function selection, helping you confidently choose between similar and competing functions. Through real-world examples and side-by-side comparisons, you’ll learn when IFS or SWITCH is cleaner than nested IFs, how SUMPRODUCT can help with complex summarizing data, how to use LET in place of defined names, and much more. This course is ideal for professionals who want to make smarter, faster formula choices that are easier to maintain and audit.

Learning Objectives

  • Compare Excel functions that solve similar problems and select the most effective one for the task
  • Apply structured decision-making when building formulas to improve clarity and scalability
  • Distinguish when modern functions offer better solutions than legacy

Major Topics

  • Introduction to strategic formula use 
  • Conditional logic and branching tools
  • Summarizing data
  • Filtering and output control
  • Custom output and decision trees
  • Embedded variables and reusability
  • Best practices for formula selection

CPE Credits Available

2 CPE Credits
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Technology

Prerequisites

A comprehensive working knowledge of Excel

Advanced Preparation

Download the handout and practice material prior to course

Intended Audience

All Excel users looking to elevate their formula skills with strategic guidance

Provider

Surgent CPE

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