Intermediate Functions, Lookups and Linking In Ms Excel

To work efficiently with formulas and functions you must start with clear understanding, good habits, and application of correct structure and syntax.

This webinar effectively demonstrates and teaches examples of formulas and specific functions, providing the perspective you need to understand the depth and scope of these Excel features.

Gaining this knowledge is a fundamental and highly marketable skill set in Excel and is vital in a wide range of professions and fields including accounting, financial analysis, government and business administration.

Understand and work effectively with fundamental and versatile calculation and analysis techniques in Excel beyond the introductory level.

Learning Objectives

To gain a practical “hands-on” understanding of functions, lookups and linking in MS Excel.

Webinar Oct 31 2025, Friday 01:00 PM EDT 90 Minutes Basic Level Code: GRC0000293

  • Concatenation – combine text and numbers in 2 or more cells
  • AND and OR used with the IF function
  • VLOOKUP – lookup and match data efficiently
  • PMT – calculate loan repayments with ease
  • Key text functions – cleanse data from external sources
  • Link between worksheets and workbooks
  • Key Date functions – use dates in calculations
  • Formula auditing – manage, trace, and correct formulas

Anyone seeking to significantly boost profits, competitive advantage, productivity, job satisfaction, and effective use of their technology.

  • Understand the latest powerful and most relevant MS Office functions available
  • Work smarter, faster and more effectively
  • Boost profit, efficiency, and productivity
  • Improve job satisfaction, team performance, and professionalism
  • Gain a strong competitive advantage at peer and business level
  • Achieve more in less time with higher quality results
  • Strengthen your resume and justification for increased salary

BOB UMLAS
BOB UMLAS

Bob Umlas worked for a major tax and accounting firm, using Microsoft Excel® 8 hours a day, writing custom applications for staff and clients from 1998 to 2018.

He has been using Excel since 1986 - version 0.99 (on the Macintosh)! He was a contributing editor to Inside Microsoft Excel for many years, a magazine devoted exclusively to Microsoft Excel and published by The Cobb Group and later Ziff-Davis. At the time, most issues contain either an article by Mr. Umlas on using VBA (Visual Basic for Applications) or some tip or technique from him on using Excel. He has had more than 300 articles published on subjects ranging from beginner to advanced macros, and on tips, shortcuts, and general techniques using virtually all aspects of Excel.

Mr. Umlas was voted an “MVP” (Most Valuable Professional) by Microsoft each year from 1994-2018 (25 years!) for his contributions to the various online Forums about Excel and is known world-wide for his contributions in Excel. As an MVP, he met yearly with his fellow-MVPs at Microsoft’s headquarters in Redmond, where he had access to the product developers. He has been a beta tester for new versions of Excel since version 1.5, and was asked by Microsoft for his input for newer versions of Excel. In 1995 he led a session called "Maximizing Excel Development Using Array Formulas" at Microsoft's Tech Ed Conference in New Orleans, and he led a session called Tips and Tricks at a Microsoft convention in New York City. He has hosted London’s Global Excel Summit each year since 2021, and in person in 2024, as well as led a session on tips and tricks. He also led a session on tips and tricks at the Las Vegas’ Financial Modeling World Championship in December, 2023. He has led online sessions all over the world including Africa, India, England, Canada and of course, the USA.

He is also the author of  “This isn’t Excel, it’s Magic!” which is available from http://www.iil.com/publishing  as well as from Amazon.com. Another book, “Excel Outside the Box” is available from http://www.mrexcel.com and is for the very advanced Excel user. Another book, “More Excel Outside the Box” is also available from mrexcel.com. One more, “Cool Excel Sh*t” is more tips & tricks. Lastly, published for Kindle, is “Excel Preschool: Understanding Microsoft Excel, finally!” – a book for the very beginner!

He is also the technical editor of many of Bill Jelen’s books.
Mr. Umlas used to co-lead the New York PC User's group on Excel every month for about 20 years. He started leading this group again in 2018. He has been teaching Excel to individuals and corporations for several years.

At the completion of the 2013 world Excel Modeloff competition on 12/8/13, this was noted (see the last sentence): “The winners were announced at Microsoft’s Manhattan offices Sunday afternoon. Four teams of finalists competed in four rounds of Excel Golf, trying to get the shortest formula to solve four particular problems. The Australia/New Zealand team won this event, sharing a $4000 prize. I’ll note that Excel MVP Bob Umlas was in the audience and twice offered formulas that were shorter than the winning formula”

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