Excel tips and tricks for business - Session 2 - Key Excel functions



Excel tips and tricks for business - Key Excel functions forms the second part of our six-course series that covers the essentials of using Excel in a business context. 

This session discusses the use of different Excel functions, which ones can be replaced by others, and useful functions you might not be aware of


  • Lookup functions: VLOOKUP, INDEX/MATCH, XLOOKUP, and more
  • Conditional functions: SUMIF(S), COUNTIF(S), IF, etc.
  • Why you should never use VLOOKUP and HLOOKUP
  • Text functions
  • Date functions
  • Useful miscellaneous functions like OFFSET, MOD and others.

In the 'Excel tips and tricks for business' series we look at the core functions and features in Excel that help people build up spreadsheets and solve problems in a manner that is consistent, robust, flexible and transparent.

You can find more information about the other five sessions in the 'Agenda' tab.

Tim Heng


Tim Heng has over 15 years’ experience in developing and reviewing financial models across a range of industries and sectors, throughout Australia and internationally. He works with clients to develop bespoke modelling solutions for business challenges, using a combination of Excel, VBA, Power BI and database analytics.


He has worked across the world, with clients in Australia, Canada, Hong Kong, Indonesia, Japan, Malaysia, New Zealand, Singapore, United Kingdom, United States and Vietnam, as well as numerous projects based throughout Africa. These assignments have involved the development of strategic corporate and project-based financial models, model reviews, developments of dashboards and reports, and training of analysts and senior staff.


Tim has written articles for the CompAct and Modelling Section newsletters published by the Society of Actuaries (US), and has been a regular presenter at conferences, training courses and webinars for Chartered Accountants Australia New Zealand (CAANZ) and CPA Australia. He is recognised by Microsoft as a Most Valuable Professional specialising in Microsoft Excel since 2017.


EVENT DETAILS


Topic: Reporting

Sub-Topic: Financial Reporting, Personal Effectiveness, Solve Problems

Format: Recorded Webinar

Proficiency Level: All

CPD: Upto 1.5 hours