Excel – Formulas and Functions

This webinar is offered continuously, check the Event and Webinars page for the next webinar

Registration Fee – $49

February 22, 2021 – 2:00 pm – 4:00 pm PST (2.0 CPE)
Level: Intermediate
Prerequisites: A good understanding of Excel basics
Advance Preparation: None
Field of Study: Technical
Handout Materials: All files and notes available for download. See below


This course will start with the basics and move quickly to the more advanced concepts and problem-solving concepts using Excel’s formulas and functions. This course assumes the attendee has a working knowledge of formulas and functions and begins with a review of the foundations to ensure the user is taking advantage of the full power of these features.  All exercises will use real-world problems and how to save time and reduce errors. All attendees will learn new concepts regardless of their current skill level.

This is the same course as presented in November and December (updated) and is the first of two courses on this topic. The next topic will take things to the advanced level and, again, be real-world problems and how to effectively use them to achieve maximum efficiency including Zero Time Reporting, and to help the attendee to “excel at Excel”.
This course has been updated to add more detail on the IF function and examples enhanced updating the real-world examples.

  • Understand what goes in a cell and how it affects calculations
  • The real power of AutoSum, beyond the basics, including the Sub Total function
  • Basic If functions and integrated into other functions
  • CountIfs, SumIfs, and related functions
  • Excel LookUp functions, VLookUp, HLookUp, LookUp, Index and Match, and related concepts
  • An Introduction to Dates and Date Arithmetic
  • Introduction to embedded functions and mega formulas
  • Relative and Absolute cell references
  • Formula creation using defined names adding clarity to what the formula is doing.
  • Error trapping, formulas, and concepts to help make your spreadsheet error-free.

Handout Materials:
All the files used in presenting these topics will be available for download before the webinar. The files will contain instructions on how to use the concept which includes the presenter’s notes.  The files will remain available online until March 31, 2021.

The next course will take everything above to the next level and beyond.

Jim Colville, Bio
Jim began working with spreadsheets with Lotus 1-2-3, v1a and then with Excel v3, and soon thereafter v4. He learned very early the power of Excel and how to be super productive in solving problems, creating business solutions and enhancing reporting in his CPA practice.

Seeing the business opportunity in educating others in using Excel he began his own PC training company teaching over 20,000 users over a period about four years. The training evolved into a consulting company offering specific solutions to companies and corporations by combining training combined with project challenges which resulted in powerful solutions. A by-product of this is Jim’s Zero Time Reporting, once the data is entered (or imported) the report is done.

Jim has authored well over Excel 500 courses, both as training materials and solution based Excel products for companies, corporations and nonprofit organizations. Many of these later became the foundation of web based articles and solutions under the the name of Info-Stat.com . With the saturation of Internet based Excel websites and Jim’s commitment to his CPA business the Info-Stat website was allowed to sunset. With his retirement from his CPA practice in 2019, Jim has revitalized his web-based activities in by writing articles, creating Excel files that offer solutions, revitalizing Info-Stat.com and more importantly, educational webinars through AEI. Excel has changed dramatically over the years and the new course and webinar offerings significantly modernize the Excel materials including, but not limited to, business and artificial intelligence.

Of major significance is the evolution of Jim’s education activities from a local San Diego PC training company to a national and world wide based company with Internet based products, both website and webinar offerings.