
Learn to create calculations and lists in SharePoint using excel-style functions, including average, min, max, text and date operations, and if statements with and or logic.
Compare spreadsheets versus lists in SharePoint to decide where to perform calculations. Learn about versioning, size limits, and lookups, plus how SharePoint lists handle data with metadata and search.
Explore SharePoint 365 list formulas with Excel-like syntax, using bracketed column names and comma-separated parameters, while learning row scope, parentheses for order of operations, and no cross-list references.
Create lists from existing data by starting from scratch or importing an Excel list, then add calculation columns and rebuild formulas as needed.
Learn to build SharePoint calculated fields using Excel style number functions: sum, average, max, and min across quarterly data, format as currency with two decimals, and handle bracketed column headings.
Learn how to clean and format SharePoint list text with Excel-like functions—trim, proper, concatenate, and right—to remove non printable characters, normalize case, and extract codes into calculated columns.
Explore using date functions in SharePoint to extract year, month, and day. Learn to assemble a single date with the date function and compute tenure with today and hire date.
Master conditional functions in SharePoint by using if with and/or, nesting ifs, and calculated columns to display readable labels like male, female, and job status.
Use a SharePoint calculated column to apply a conditional salary adjustment with if function using and: if female and annual salary ≤ 41,000, award a 5% increase; otherwise no adjustment.
Explore Excel style functions in SharePoint lists and when to use them, noting Microsoft expands these capabilities. Export to Excel to revert to familiar workbooks, keeping data not held hostage.
This course covers a number of Excel-style functions. The course is designed to assist Excel users who need to leverage what they already know about formula creation and use it in a SharePoint list. Functions and their syntax are covered here. Users wanting to use functions like SUM and AVERAGE should take this course.
In this course you will learn more about the following topics:
Knowing when to use spreadsheets versus lists
Review proper formula syntax
Starting basic calculations
Using Number functions
Using Text functions
Using Date functions
Working with Conditional functions
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