SCGMA YPG Intermediate Excel Course (2026 Series) – Lesson 2

Our annual Excel Training continues with a 3-session Intermediate series led by Microsoft Master Instructor Rob Mendell. Lesson 2 focuses on lookup and analysis skills: reference functions (ROW/COLUMN, INDIRECT/OFFSET), lookups (VLOOKUP/HLOOKUP, INDEX/MATCH, XLOOKUP + IFERROR), plus tables, sheet-view tools (freeze/split/hide), charting basics, PivotTables/PivotCharts, and using Excel content in Word and PowerPoint.

Date: Friday, March 20, 2026
Time: 11:00am – 1:o0pm PST
Location: Zoom

Lesson 2 Outline:

  • A few Reference functions
    • ROW
    • COLUMN
    • INDIRECT
    • OFFSET
  • Lookup functions
    • VLOOKUP
    • (IFERROR)
    • HLOOKUP
      • Also an example of inexact matching
    • INDEX
    • MATCH
    • New: XLOOKUP
    • Combine Lookup and Data Validation
  • Off the grid
    • Text Box
    • Comments
    • Insert Shape
    • Insert Screenshot
    • Draw and Ink
  • Use the grid
    • Freeze
    • Unfreeze
    • Hide
    • Unhide
    • Split
    • Work on more than one sheet at a time
    • Tables
      • Formulas are different in Tables
  • Basic Charting
    • Determine which chart you need
    • Pie
    • Line
    • Column
    • Sparkline
    • Map
  • A Couple of Financial Functions
    • PMT
    • FV
  • Intro to PivotTables
    • What is a PivotTable
    • Create a PivotTable
    • Create a PivotChart
  • Inserting an Excel Worksheet in a Microsoft Word Document
  • Using the Excel Model to Create a Chart in Microsoft PowerPoint

About Rob Mendell:

Microsoft Office Trainer and Consultant Rob MendellRob Mendell is an Independent Contractor and a Microsoft Certified Master Instructor for Microsoft Office, providing training and support for end-users. Rob also designs and develops bespoke software solutions inside Microsoft Office by programming in VBA (Visual Basic for Applications): macros, automation templates, and fully customized dialog boxes. Since 1993, He has trained and supported individuals and groups of all sizes, and developed a myriad of robust solutions in the world’s most ubiquitous business software: Microsoft Office. Rob has worked with NECA (National Electrical Contractors Association) and WC&C (Association of Wall-Ceiling & Carpentry Industries), government agencies, healthcare facilities, over 100 law firms, companies in a wide variety of businesses, and individuals.

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