SCGMA YPG Intermediate Excel Course (2026 Series) – Lesson 1

Our annual Excel Training continues with a 3-session Intermediate series led by Microsoft Master Instructor Rob Mendell. Lesson 1 reviews the Basics (with Q&A) and moves into intermediate essentials: data tools (Subtotals, Remove Duplicates, Data Validation/dropdowns), logical formulas (AND/OR/NOT, IF/IFS, SUMIF/SUMIFS), and productivity features like Conditional Formatting, sheet protection, and key count/round functions.

Date: Friday, March 13, 2026
Time: 11:00am – 1:o0pm PST
Location: Zoom

Lesson 1 Outline:

  • Review of previous material — Q&A
  • Data Tools
    • Subtotal
    • Goal Seek
    • Scenarios
    • Remove Duplicates
    • Data Validation
      • Dropdown Lists
      • Data Validation Circles
  • Logical functions: OR, AND, NOT
    • = as a TRUE/FALSE test
    • OR
    • AND
    • NOT
    • Nesting logical functions
  • IF
    • What IF does
    • Syntax
    • Write an IF statement
    • Blank/Empty/Nil does not equal zero – How to handle empty cells
    • Working with more complex conditions
    • How to get more than two results (Nested IFs)
    • IFS
    • SUMIF / SUMIFS
  • Protecting Cells
    • Lock
    • Hide
    • Protect / Unprotect Sheet
  • Conditional Formatting
    • What is Conditional Formatting?
      • Graphics
      • Shading
      • (Using Wingdings)
  • Count Functions
    • COUNT
    • COUNTA
    • COUNTIF
  • Round Functions
    • ROUND
    • ROUNDUP
    • ROUNDDOWN

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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