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: via 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:
Rob 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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Free for SCGMA Members*
$35 for Non-Members*