Exploring Excel: Logic Formulas - IF, AND, OR, and Beyond

Why Should You Attend:

After attending the webcast, participants will be equipped to:

• Avoid complex IF statements.
• Use the COUNTIF function to determine the number of times an item appears on a list.
• Use the ISERROR function or the ISNA function vs. the IFERROR function.
• Improve the integrity of decision-making formulas.
• Future-proof the IF function.
• Apply alternatives to the IF function, such as IFS, CHOOSE, VLOOKUP, and others.
• Sum values based on multiple criteria.
• Use the IFERROR function to display something other than an #N/A error value.
• Use the IFNA function.
• Receive detailed handouts, with numbered steps, that serve as reference tools to fall back on after participating in the webcast.
• Receive an Excel workbook that includes most examples illustrated during the session.

Learning Objectives:

• 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.
• Apply the IFNA function in Excel 2013 and later.
• Apply the SUMIFS function to sum values based on multiple criteria.
• List the pros, cons, and limitations of nesting IF functions.

Areas Covered in the Webinar:

• Returning the inverse of a TRUE/FALSE test by way of Excel’s NOT function.
• Using the SUMIFS function to sum values based on multiple criteria.
• Testing for two or more alternate conditions by way of the OR function.
• Comparing two cells directly to return TRUE or FALSE if they’re exactly the same or without using IF.
• Testing for two or more conditions at once with Excel’s AND function.
• Comparing IFNA, IFERROR, and ISERROR functions and learning which versions of Excel support these worksheet functions.
• Understanding when you might wish to use ISERROR or ISNA instead of IFERROR.
• Using the IFERROR function to display something other than an #N/A error value when VLOOKUP can’t find a match.
• Learning about the IFNA function available in Excel 2013 and later.
• Viewing the pros, cons, and limitations of nesting IF functions.
• Testing for a single condition among two or more that returns TRUE by way of Excel’s XOR function.
• Avoiding the complexity of nested IF statements with Excel’s CHOOSE function.

Who Will Benefit:

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

David H Ringstrom
Owner, Accounting Advisors, Inc

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. His 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.

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