WPCCA 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 – 1:00pm 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.

 

Click Here to Download the Event Flyer.

Recent Posts

WPCCA Microsoft Teams Basics Course

Microsoft Teams is a chat-based collaboration tool that is part of the Office 365 suite of services. Teams enables local and co-workers to work together and collaborate through a common workspace, using features such as team chat, one-on-one chat, and…

April 8, 2026

WPCCA SharePoint Basics Course

Microsoft SharePoint is at the core of Microsoft 365 and provides a central location for accessing and modifying shared documents, collaborating on work, and hosting your organization’s news and resources. In this session, we will explore the two primary types…

April 8, 2026

WPCCA OneDrive Basics Course

Join us for a hands-on session exploring Microsoft OneDrive for Business, the personal file storage and collaboration tool within Microsoft 365. Participants will learn how to securely store, share, and co-author documents in real time, manage files both in the…

March 24, 2026

WPCCA Microsoft 365 Basics Course: Intro to OneDrive & SharePoint

This session provides an introduction to Microsoft Office 365 as a cloud-based workspace, enabling seamless communication and collaboration from any location. Participants will learn to navigate the Microsoft 365 environment and gain an overview of the included applications. The session…

March 24, 2026

WPCCA AI Copilots & Agentic Workflows Workshop

Join AI consultant Stjepan Mikulic for this two-session workshop on bridging the gap between basic AI tools and advanced agentic workflows using practical AI copilots. Participants will learn to design and deploy contractor workflow–specific copilots for tasks such as contract…

March 18, 2026
MORE STORIES