LF logo
by learnformula
search
Log in
search
Courses/Office Productivity/MS Excel

Introduction to Regular Expressions in Excel

Move beyond standard lookups and unlock the power of pattern matching. Learn to validate, extract, and clean complex data using Excel's advanced Regular Expression functions.

Created byDavid Ringstrom
IntermediateUpdated Jan 30, 2026
Introduction to Regular Expressions in Excel

What You'll Learn

check_circleDefine regex concepts and tokens.
check_circleExecute exact and partial XLOOKUPs.
check_circlePerform complex either/or lookups.
check_circleApply regex patterns in XLOOKUP.
check_circleClean data using REGEXREPLACE.
check_circleUtilize REGEXTEST and REGEXEXTRACT.

About This Course

Unlock a powerful new paradigm in data analysis with the course "Introduction to Regular Expressions in Excel." For decades, pattern matching in data was a capability largely reserved for programmers using languages like Python or SQL. However, with recent updates to Microsoft 365, Excel users can now leverage the robust power of Regular Expressions (Regex) directly within their spreadsheets. This course is designed to take you from the basics of data matching to advanced pattern recognition, allowing you to clean, validate, and extract data with unprecedented precision.

The presentation begins by grounding learners in familiar territory, reviewing the core match modes of the XLOOKUP function. You will solidify your understanding of exact, approximate, and partial (wildcard) matches before bridging the gap to advanced functionality. The course then introduces the syntax of Regular Expressions, demystifying the jargon and "tokens" used to define search patterns. You will learn how to move beyond simple text searches to identifying complex patterns, such as variable phone number formats or specific text strings, using the new advanced match modes available in Excel.

This course covers the following key topics:

  • Foundations of Matching: Mastering exact, approximate, and wildcard matches using XLOOKUP and XMATCH to build a strong lookup framework.
  • Advanced Lookup Logic: Implementing "Either/Or" lookups and integrating Regular Expressions into XLOOKUP to find data based on patterns rather than specific values.
  • Regex Components: Understanding critical syntax and meta-characters, including anchors, quantifiers, and character classes, to build custom search patterns.
  • New Worksheet Functions: utilizing REGEXTEST to validate data inputs, REGEXEXTRACT to pull specific patterns from text, and REGEXREPLACE to sanitize messy data efficiently.
  • Practical Data Cleaning: Applying these tools to real-world scenarios, such as standardizing inconsistent phone number entries into a uniform format.
  • Tools and Resources: Learning how to utilize external testing tools like Regex101 to refine patterns before deploying them in Excel.

Presented by David Ringshore, CPA, this course transforms a complex, technical topic into an approachable skill set. By the end of this session, you will possess a modernized Excel toolbox, ready to handle sophisticated data challenges that extend far beyond the limitations of traditional lookup functions.

Your Instructor

David Ringstrom
David Ringstrom

CPA, Author, Professional Excel Spreadsheet Trainer and Consultant

menu_book44 courses
star1,130 reviews

David H. Ringstrom, CPA, is the author of Microsoft 365 Excel for Dummies, and a nationally recognized instructor who has taught over 2,500 live webinars. His Excel courses are based on over 30 years of consulting and teaching experience. David’s catchphrase is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should know about Microsoft Excel. His goal is to empower you to use Excel more effectively. David has authored or co-authored 10 books, including Exploring Microsoft Excel's Hidden Treasures, QuickBooks Online for Dummies, and Idiot's Guide to Introductory Accounting.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

0.0
Student's Choice
0 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.