Surgent's Smart Formula Selection in Excel: What to Use When

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. This course is ideal for professionals who want to make smarter, faster formula choices that are easier to maintain and audit.

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
  
  
  

Highlights

• Introduction to strategic formula use 
• Conditional logic and branching tools
• Summarizing data
• Filtering and output control
• Custom output and decision trees
• Embedded variables and reusability
• Best practices for formula selection
  
  
  

Designed For

All Excel users looking to elevate their formula skills with strategic guidance

Prerequisites

A comprehensive working knowledge of Excel

Preparation

Download the handout and practice material prior to course

Notice

You will receive an email with instructions to access this course.