Smart Formula Selection in Excel: What to Use When WEBINAR
Overview
Excel gives you multiple ways to solve the same problem - but which formula is the right one? This course teaches a decision-based approach to function selection, helping you confidently choose between similar and competing functions. Through real-world examples and side-by-side comparisons, you’ll learn when IFS or SWITCH is cleaner than nested IFs, how SUMPRODUCT can help with complex summarizing data, how to use LET in place of defined names, and much more. Ideal for professionals who want to make smarter, faster formula choices that are easier to maintain and audit.
Highlights
Introduction to strategic formula use. Common traps. How excel offers multiple ways to solve the same problem and how to pick wisely. Conditional logic and branching tools. When to simplify logic and how to avoid nested nightmares. Summarizing data. Filtering and output control. Custom output and decision trees. Embedded variables and reusability. Using LAMBDA with LET to create custom functions. Simplifying and documenting complex calculations. Best practices for formula selection. Tips for avoiding overengineering and formula bloat.
Prerequisites
None.
Designed For
All Excel users looking to elevate their formula skills with strategic guidance.
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 alternative.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Bryan Smith, CPA Crossings LLC
Bryan L. Smith, CPA, CITP, CISA is the co-founder of CPA Crossings in Rochester, MI. He is a CPA with a strong background in information technology and serves as a virtual CIO to CPA firms and professional organizations. He specializes in the planning and deployment of effective technology solutions. Bryan and John Higgins recently authored Ten Steps to a Digital Practice in the Cloud, which has been published by the AICPA. Bryan helps firm leaders understand the opportunities associated with deploying information technology to improve productivity, enhance client services, and increase profitability. He uses his extensive knowledge and experience to help CPAs bridge the gap between business and technology. He is a past chair of the Michigan Association of CPAs Information Technology Committee and the Leadership Committee.
Non-Member Price $109.00
Member Price $89.00