Self-Study On-Demand


2 CPE Credits

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

Self-Study On-Demand
2 CPE Credits

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

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

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