Excel Logic: IF, AND, OR, and Beyond (Completed)

Date: Thursday, September 14, 2017
Instructor: David H. Ringstrom
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs

In this comprehensive presentation, Excel expert David Ringstrom, CPA, briefly discusses the IF function and then, in detail, takes you beyond the basics. He explains what can go awry with the IF function and ways to improve the integrity of decision-making formulas. David shares alternatives to the IF function, including IFS, CHOOSE, VLOOKUP, SUMIF, and others. David’s assertion is that if you’re nesting more than a couple of IF functions, there’s probably a more refined and resilient approach you can take.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Who Should Attend
Practitioners who would benefit by learning more about Excel error functions.

Topics Covered

  • Transforming SUM, MIN, and MAX into multi-criteria array formulas
  • Discovering the range of IS functions that can be used within IF statements to test for various conditions within a worksheet
  • Testing for two or more conditions at once with Excel's AND function
  • Learning about the MAXIFS function available in certain versions of Excel 2016.
  • Using the COUNTIF function to determine the number of times an item appears on a list.
  • Using the SUMIF function to summarize data based on a single criterion
  • Learning about the IFNA function available in Excel 2013 and later
  • Avoiding the complexity of nested IF statements with Excel's CHOOSE function
  • Viewing the pros, cons, and limitations of nesting IF functions
  • Understanding when you might wish to use ISERROR or ISNA instead of IFERROR
  • Comparing the MIN, SMALL, MAX, and LARGE functions
  • Using the SUMIFS function to sum values based on multiple criteria

Learning Objectives

  • Recall how to avoid complex IF statements
  • Apply the COUNTIF function to determine the number of times an item appears on a list
  • Define when to use the ISERROR function or the ISNA function vs. the IFERROR function


Instructional Method
Group: Internet-based

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
Experience with Excel Error Functions Recommended.

Advance Preparation

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