Self-Study On-Demand


4 CPE

Surgent's Microsoft 365: Working with Excel Formulas and Functions [2025-2026]

Self-Study On-Demand
4 CPE

Learning Objectives

  • Describe formula and function syntax and create basic formulas
  • Copy/paste and fill formulas
  • Enter formulas on grouped worksheets
  • Use multiple methods to build formulas
  • Apply conditional formatting to formulas’ results
  • Find and correct formula errors using a variety of tools, such as the Error Checking feature and Trace Error icon, the Formula Auditing tools, and the Watch Window

Major Topics

  • Basic formula and function syntax
  • Formulas pasted with relative references
  • Status bar options and Sum (AutoSum) for quick calculations
  • Formulas pasted with mixed or absolute references
  • Formula results pasted as values
  • Worksheets for grouping, entering formulas, and formatting
  • Ways to link worksheets and workbooks with 3-D formulas
  • The Insert Function button or Buttons from the Function Library to insert functions in formulas
  • Defined names as function arguments
  • Conditional formatting for formulas’ results
  • Common errors using the Trace Error icon and the Formula Auditing tools
  • A circular reference
  • Color-coded cell borders to correct a cell reference error in a formula
  • How to step through a nested formula
  • How to use the Watch Window and other tools to analyze, protect, and hide formulas

CPE Credits Available

4 CPE
4
General

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Experience working with Excel 365 or earlier versions in the Windows operating system environment

Advanced Preparation

None

Intended Audience

Users experienced with using Microsoft 365: Excel in the Windows operating system environment, or experienced Excel users switching from earlier versions of Excel.

Provider

Surgent

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