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Excelling At Excel: The 5 Fs

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Discover the "5 Fs of Excel"

In this half-day course, students will discover the important 5 Fs of Excel: Formatting, Fills, Formulas, Functions, and Filters/Sorts.

  • Formatting: Using and creating custom formatting for SSNs, phone numbers, and other special types of data.
  • Fills: Using fills for dates, numbers, formulas/functions, and how to create your fills.
  • Functions: Using SUM, AVERAGE, COUNT, COUNTA, TODAY, CONCATENATE, and other functions.
  • Formulas: Using Relative, Absolute/Mixed, and 3-D references
  • Filters/Sorts: Using Excel as a database/table for filtering and sorting data.

Audience: This course is designed for those who are familiar with Excel and want to learn to perform more complex tasks and functions. This course builds on "Excelling at Excel: The FUNdamentals."

This course is being offered in a hybrid format. Please choose either "classroom" or "online (instructor-led)" as your delivery option during checkout.

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Course Outline


  • Lesson 1: Formatting

    • Merge and Center, Text Orientation, Fills and Borders
    • Conditional Formatting
    • Styles and creating your own style for cells, rows, and columns
    • Special formats for SSNs, Phone numbers, and Zip Codes
    • Custom formats for creating your own data format
  • Lesson 2: Fills

    • Text, dates, numbers, and formulas and functions
    • Custom Lists
    • Flash Fill (Excel 2013 and 2016)
  • Lesson 3: Formulas

    • Syntax for creating formulas
    • Calculate time periods for days and years
    • Difference formulas
    • Various references in Excel for relative, absolute/mixed, and 3-D References
  • Lesson 4: Functions

    • SUM, AVERAGE, COUNT, TODAY
    • CONCATENATE (join two or more text strings into one string)
    • Linking worksheets with a formula/function
  • Lesson 5: Filters/Sorts

    • Table/database rules and guidelines
    • Format as Table using Table Styles
    • Filtering a table/database for date ranges
    • Filtering for number ranges and Top/Bottom Rules
    • Filtering for specific text
    • Filtering for texts begins with, ends with, or contain text characters
    • Sorting a table/database using one and multiple criteria with custom sorts
    • Sorting a worksheet that is not in a table/database format

Learner Outcomes

After completing this course, participants will be able to:

  • Create and use special and custom formats
  • Employ Conditional Formatting based on various criteria
  • Use AutoFill to save lists and for dates, text, numbers, and formulas and functions
  • Develop formulas and functions in Excel for tables and databases
  • Filter your information quickly for date ranges, numbers, and text lists
  • Course Schedule

Course Schedule

TypeDateTimeLocation
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Excelling At Excel: The 5 Fs Course Information

Contact Hours
3 hours

Course Fee(s)
Tuition non-credit - $185.00

Instructor(s)

  • Greg Creech