Note: For the best experience, we recommend using a dual-screen setup or two computers.

What to Expect

This hands-on session focuses on data prep and decision-making formulas: you’ll build IF statements, run multi-criteria AND/OR tests, calculate date functions, and use XMATCH to reconcile tables. Working directly with real-world datasets, you will transform messy raw inputs into clean, structured fields designed to power dynamic summary Pivot Table reports you build from scratch.

Level 4 – Advanced Formulas & Logic

• Logical Tests
• Functions (AND, OR)
• Functions (ISNUMBER, ISBLANK)
• Nested Formulas & Functions
• Functions (IF, IFS)
• Working with Dates
• Function (DATE)
• Function (XMATCH)
• Compare Two Tables for Matching Records

Prerequisites

• Prior experience creating and working with Pivot Tables
• Comfortable with formula syntax and lookup functions (VLOOKUP or XLOOKUP)

About the Session

• Software Used: Microsoft Excel 365
• Course Materials: We do not provide physical manuals, but you are welcome to keep all practice files to use as an excellent refresher after class.