This document provides an overview of Excel functions and formulas. It is divided into sections that cover the basics of formulas, statistical and logical functions, lookup and reference formulas, text formulas, date and time formulas, array and database functions, and efficiency tips. Examples of functions are provided for aggregation, date/time, nested, IF, SUMIF, and array formulas. The document concludes with an exercise section and contact information for the presenter.
By
Jason Wong
Email :jasonwcc_my@hotmail.com
Contact : +6012-273-6143
Excel Functions and formulas
Friday, August 21, 2015
2.
1 - TheBasics
Friday, August 21, 2015Excel Functions and Formulas
Formula Basics
Use Cell References
Copy Formula Without Changing Cell References
Transpose a Formula
Copy And Paste Values
Perform a Quick Calculation
Nesting Functions
3.
2 - statisticaland logical functions
Friday, August 21, 2015Excel Functions and Formulas
Use COUNTIF To Calculate Survey Results
Use SUMIF To Add Data That Satisfy Condition
Use AVERAGEA To Include All Cases
Use IF Function To Prevent Division By Zero
Use ISERROR Function To Avoid Error Display
Create Multiple Conditions Using Nested IF
4.
3 – lookup& reference formulas
Friday, August 21, 2015Excel Functions and Formulas
Use VLOOKUP To Find Specific Data
Use HLOOKUP To Find Values In Rows
Use INDEX & MATCH To Retrieve Data
5.
4 – textformulas
Friday, August 21, 2015Excel Functions and Formulas
Change Case Of Text
Combine Text And Formatted Numbers
Convert Imported Text Format Into Numbers
Break Imported Date Field Into Individual Columns
Extract A Name Field Into Three Columns
6.
5 – date& time formulas
Friday, August 21, 2015Excel Functions and Formulas
Add a Number To Current Date To Get New Dates
Calculate A Period Of Time Between Two Dates
Perform Calculation With Time Fields
7.
7 – efficiencytips
Friday, August 21, 2015Excel Functions and Formulas
Reduce Formula Recalculation Time
Enter Formulas Quickly By Shortening Sheet
Names
Select & Protect Cells Containing Formulas
Reduce Data Entry Errors By Using Data Validation
Display & Print Formula Syntax
Use Auditing Tools To Check For Errors
Check Data By Using Trace Precedents
Use Comments To Annotate Your Worksheet
8.
6 – array& database functions
Friday, August 21, 2015Excel Functions and Formulas
Use Array Formulas
Calculate The Difference Between Maximum And
Minimum Values In An Array
Find Value In List
Use FREQUENCY Function To Count Responses
Analyze Data In A Database
DATE Function Scenario
Friday,August 21, 2015Excel Functions and Formulas
Given A1=24th May 2008
Renew car license the following year, same day
same month
Formula is…
=date(year(A1)+1,month(A1),day(A1
))
•Given License date A1=30th August 2009
•Find out the renewal dates which falls on the
following year but first day of the month
=date(year(a1)+1,month(a
1),1)
•Given current road tax on A1=30th August 2009
•Find out the renewal date which falls half a year
later, but must be on the 10th of the month
=date(year(date),
month(date)+6, 10)
• Student A borrowed a book on the 15th Feb 2010
• The returning due date of the book is 1 month
later
=date(year(date),
month(date)+1,day(date))
• Student A borrowed a book on the 15th Feb 2010
• Return book at the end of the following month
=date(year(date), month(date) +2, 1)-1
11.
Advanced Functions
Friday, August21, 2015Excel Functions and Formulas
Nested Function
Using IF function
=SUMIF( range, criteria )
=AVERAGEIF( range,criteria )
=COUNTIF( range,criteria )
=if(Condition, True, False)
=if(200*2>300, “Answer is Higher”, “Answer is
Lower”)
A1=“James”
=if(A1=“James”,”Is The Boss”, “Is a Staff”)
A1=500, A2=300, A3=800
A4=sumif(A1:A3,”>=500”)
=sum(max(range_a),min(range_b),max(range_c))
12.
Working with Namesand Ranges
Friday, August 21, 2015Excel Functions and Formulas
What are Range Names?
Defining and Using Range Names
Create Name Range from Selection
Auto Calculate
13.
Working with ArrayFormulas
Friday, August 21, 2015Excel Functions and Formulas
A B C
1 Sales Expenses Tax
2 33 34 5
3 55 55 6
4 22 23 2
5 23 25 3
6 25 25 5
7 19 18 2.5
Using IF Function in Array Formulas
Using Basic Array Formulas
Arsenal 3 Liverpool 4
ManCity 2 ManU 1
ManU 4 Arsenal 9
Arsenal 2 ManCity 5
Presented by
Jason Wong
Email: jasonwcc_my@hotmail.com
Contact : +6012-273-6143
Friday, August 21, 2015
Excel functions and formulas
the end ~ thank you!
Editor's Notes
#10 Count will return number of numerical value cells
CountA count both numerical and non-numerical
- A1=123, A2=Ali,A3=Abu,A4=Akau,A5=55
Countblank return count empty cells
Day return day 1 to 31
Find the dates different
A1=15/9/2010
A2=ctrl+; insert the current date
A3=A2-A1
Or
A3=max(a1:a2)-min(a1:a2)
=weekday(
#11 Q&A
1. Given A1=24th May 2008
Renew car license the following year, same day same month
Answer : =date(year(A1)+1,month(A1),day(A1)
2. Renew car license the following year but first day of the month
Answer : =DATE(YEAR(A1)+1,MONTH(A1),1)
3. Renew car road tax half a year later, but must be on the 10th day of the month
Answer :=date(year(A1), month(A1)+6, 10)
4. The returning due date of the book is 1 month later
Answer := date(year(date), month(date)+1,day(date))
5. Return book at the end of the following month
Answer := date(year(date), month(date) +2, 1)-1
#12 Nested function
=sum(max(range_a),min(range_b),max(range_c))
Sumif to sum up a range if the cell contain satisfy the criteria
A1=500
A2=800
A3=300
A4=sumif(A1:A3,”>=500”)
Column A contains Gender, Column B Department, Column C contains Salary
=Sumif (A2:A10,”female”,C2:C10)
NOTE: there is no maxif or minif function as of 2007, but dmax and dmin replaced them
#13 Range Name
To access frequently used cells
To give a meaningfull name to cell range for more readability and clarity
For repeating messages
Like having one spreadsheet with company name, address, greetings message with name range, then insert name range into any other spreadsheet
Formula > Define Name
Or
Select the cell or cells > on formula bar > enter a name
NOTE: Acceptable names
letters only
No spaces
Underscore
Hold ctrl to select non-adjacent ranges
Create Range Name from Selection
Type in
A1=Jan B1=Feb C1=Mar
A2-C5 = any numbers
Highlight A1:C5 or ctrl+a
Formulas > Create From Selection , Top column
Now type D2=Sales, D3=Profit, D4=Expenses
Ctrl+a, Formulas > Create From Selection, top and right column
Autocalculate
allows you to view result of some basic calculation without having to enter a formula or function
Right click any part at the status bar. Tick those function you want to see, untick not to view them
#14 Array
Protection: Whenever there is a change the whole array need to change simultaneously, no single cell changes alone.
Basic Array Formula
Demo 1:
Type in random numbers in A2 to C7 (3 columns)
Now highlight D2 to F7 (must be same block size)
Create a formula, say to increase all numbers by 3% =A2:C7*103/100
Make sure to Ctrl+Shft+Enter
Using IF in Array
Demo 2:
From the table in demo 1, highlight G2 to G7 =if(A2:A7=B2:B7,A2:A7,”Not Same”)
Ctrl+shft+enter
Next, sum up the similar numbers G8 = sum(if(A2:A7=B2:B7,A2:A7,”Not Same”))
Ctrl+shft+enter
Demo 3: Using table 2 : Score Board
Highlight D1 to D4
=IF(D1:D4>F1:F4,C1:C4,E1:E4) , ctrl+shft+enter
#15 Using if and date function finds out
If the current month falls on july and beyond, the delivery date should be on the following year jun, 15
If the current month falls before july, delivery date will be jun 15 the same yr