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Master Excel Formulas

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90 minutes
·
5 steps
·Beginner

After 90 min: An automated spreadsheet that calculates and analyzes data without manual work

Spreadsheet proficiency separates people who manage data from people who understand it. This plan goes beyond data entry and basic sum functions into the formulas that make spreadsheets genuinely powerful: conditional logic, lookup functions, dynamic references, and combinations of these into systems that update automatically when underlying data changes. The session produces a working budget spreadsheet that demonstrates each concept applied to a real calculation with real stakes.

IF statements are the gateway to conditional logic — they make spreadsheets responsive to data rather than static. VLOOKUP pulls values from one dataset into another based on a matching key, which is the foundation of almost every business reporting system. Named ranges turn cryptic cell references into readable formula components, making calculations comprehensible when you return to them weeks later. Each concept is built into the working spreadsheet rather than practiced in isolation.

The formula audit tools built into Excel and Google Sheets let you trace exactly which cells feed into a calculation and where an error originates. Most spreadsheet confusion comes from formulas where a small change upstream produces an unexpected result downstream. Using named ranges and building formulas step-by-step rather than all at once makes debugging fast and systematic. After this session, you'll use named ranges reflexively and be able to open a spreadsheet you built months ago and immediately understand what every formula does.

What you need

LaptopExcel or Google Sheets

The 90-Minute Plan

Learn Formula Syntax0–15 min

Understand that formulas start with =. Practice simple math: =SUM(A1:A5), =AVERAGE(B1:B10).

Create a Budget Sheet15–35 min

Build a spreadsheet with income and expenses. Use SUM to total each category.

Use IF Statements35–55 min

Add a column that flags expenses over $100 using =IF(B2>100,"High","Low").

Apply VLOOKUP55–75 min

Create a lookup table and use VLOOKUP to find values. Practice with product names and prices.

Ship & next steps75–90 min

Format your sheet nicely and share it. Next: explore pivot tables and charts.

Pro Tip

Use named ranges to make formulas easier to read. Test edge cases.

Keep Going

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