TRACKER Contents Intro Excel 101 Math Operations Formulas 101.

Slides:



Advertisements
Similar presentations
© Paradigm Publishing, Inc Excel 2013 Level 2 Unit 1Advanced Formatting, Formulas, and Data Management Chapter 2Advanced Functions and Formulas.
Advertisements

MIS: Chapter 14 Cumulative concepts, features and functions, plus new functions COUNTIFS, SUMIFS, AVERAGEIFS (Separate ppt on REACH.louisville.edu) All.
Tutorial 3 Calculating Data with Formulas and Functions
Calling all Data Geeks! Corey McAfee October 24, 2014 Corey McAfee October 24, 2014.
Tutorial 7: Using Advanced Functions and Conditional Formatting
Tutorial 8: Working with Advanced Functions
Spreadsheets Objective 6.02
1CP102_module 3: spreadsheet2 More features in Excel Selection: a cell, a range, multiple ranges Name a range: to give name to a selected range or multiple.
2 Explain advanced spreadsheet concepts and functions Advanced Calculations 1 Sabbir Saleh_Lecture_17_Computer Application_BBA.
Copyright 2007, Paradigm Publishing Inc. EXCEL 2007 Chapter 2 BACKNEXTEND 2-1 LINKS TO OBJECTIVES Naming Ranges Functions COUNT, COUNTA, COUNTIF, COUNTIFS.
Chapter 6 Advanced Functions Copyright 2005 Radian Publishing Co.
Last Week: Excel 101 with Prof. Bliley: Workbooks, worksheets, rows, columns Cells: Text, Value, Formulas Formulas, Ranges OK? Survive Alive? Questions?
Lesson 4 Cell Reference Formulas. Working with Cell References continued… Relative Cell Reference A relative cell reference means that the cell value.
Computer Science 1000 Spreadsheets II Permission to redistribute these slides is strictly prohibited without permission.
CIS300 TEST REVIEW EXAM 1- PROF. ZURADA & PROF. GUAN REACH - CRC © 2010 REACH All Rights Reserved.Fall 2010.
REACH-CRC © 2013 REACH-CRC. All Rights Reserved.Spring 2013.
Advanced Excel for Finance Professionals A self study material from South Asian Management Technologies Foundation.
LOGO Chapter VI Advanced Functions 1. LOGO Overview  INTRODUCTION  NESTED FUNCTIONS  LOOKUP  VLOOKUP  COUNTIF  SUMIF  IF  ROUND  THE PMT, IPMT.
COMPREHENSIVE Excel Tutorial 7 Using Advanced Functions, Conditional Formatting, and Filtering.
Excel Functions Abby Wiertzema
Revision Function in Spreadsheet. AVERAGE Returns the average (arithmetic mean) of the arguments. Syntax AVERAGE(number1,number2,...) Number1, number2,...
Chapter 11 Creating Formulas that Count and Sum Microsoft Excel 2003.
Powerpoint Templates Page 1 Powerpoint Templates MS Excel Functions.
REACH-CRC © 2012 REACH-CRC. All Rights Reserved.FALL 2012.
CIS300 TEST REVIEW EXAM 2- PROFS. KENDRA, GOYAL & MCINTOSH REACH - CRC © 2014 REACH All Rights Reserved.
Lesson 5: Working with Formulas and Functions Logical and 3D Formulas.
REACH-CRC © 2012 REACH-CRC. All Rights Reserved.FALL 2012.
PERFORMING CALCULATIONS Microsoft Excel. Excel Formulas A formula is a set of mathematical instructions that can be used in Excel to perform calculations.
More Spreadsheets Range Formulas & Empty Cells Logical Functions Lookup Functions.
Chapter 12 Creating Formulas that Look Up Values Microsoft Excel 2003.
Glade Manual – Chapter 6 1 “COUNTIF” function: - “COUNTIF” function counts the number of cells within a range that meet the given condition - In Excel:
CIS300 Test Review REACH - CRC © 2010 REACH All Rights Reserved.Fall 2010.
Intermediate Excel 2013 Gareth Johns IT Skills Development Advisor.
RevisionRevision Function in Spreadsheet DATE Returns the serial number of a particular date. Syntax –DATE(year,month,day) year is a number from 1900.
04. Excel Countif and Vlookup. File -> Open -> 04b-datastart.xlsx.
Microsoft Excel Prepared by the Academic Faculty Members of IT.
CIS 100 Test #2 Review 1. EXCEL Functions on Test  SUM, COUNT, COUNTA, MAX, MIN, MEDIAN, MODE, AVERAGE, ROUND, and IF  Possibly Others 
CIS300 Exam 4 Review Dale McIntosh © 2009 Dale McIntosh. All Rights Reserved.Spring 2009.
FUNCTIONS The parts of a function In order to work correctly, a function must be written a specific way, which is called the syntax. The basic syntax for.
CIS 300- Professor McIntosh Test #3. MICROSOFT ® EXCEL ® MATHEMATICAL FUNCTIONS Syntax: =ROUND(number, num_digits) Arguments: number Required  The number.
CIS300 Test Review REACH-CRC © 2012 REACH-CRC. All Rights Reserved.FALL 2012.
Logical Functions and Conditional Formatting in Excel
Using Advanced Formulas
Chapter 2 Analytics on Spreadsheets
MSAA PRESENTS: AN EXCEL TUTORIAL
Contents Introduction Text functions Logical functions
Chapter 2 Analytics on Spreadsheets
Copyright © Bird Media LLC
Excel IF Function.
2007 MICROSOFT EXCEL INTERMEDIATE
REACH CRC Professor Reinhardt
CIS300 Test Review REACH - CRC Fall 2010
Analyzing Data Using Formulas
How To Use VLOOKUP In Microsoft Excel
Managing Multiple Worksheets and Workbooks
Working with Formulas and Functions
MIS2502: Data Analytics ICA #4. ETL - Excel Basics
Microsoft Excel – Part I
MIS2502: Data Analytics ETL - Excel Basics
Excel: Formulas & Functions III Participation Project
Spreadsheets 2 Explain advanced spreadsheet concepts and functions
Excel Tips and Tricks Presented by: Tracee Baker, Business Analyst, TD Ameritrade July 21, /3/2019.
Topic 5 – Table Lookup Lesson 3 - Advanced Lookup
REACH CRC Professor Manni
Spreadsheets Objective 6.02
REACH Computer Resource Center
Spreadsheets Objective 6.02
The Basics of Excel Part I Monday, April 3rd 2017
Excel Training FGFOA Annual Conference – January 16, 2019
REACH Computer Resource Center
Presentation transcript:

The Basics of Excel Part I Monday, April 3rd 2017 D-Lab | University of California, Berkeley

TRACKER Contents Intro Excel 101 Math Operations Formulas 101

Useful resources Microsoft Office’s Excel help center Chandoo.org Introduction Useful resources Microsoft Office’s Excel help center Chandoo.org

Contents Intro Excel 101 Structure of an Excel document Excel toolbar TRACKER Contents Intro Excel 101 Structure of an Excel document Excel toolbar Entering data into cells Math Operations Formulas 101

Contents Intro Excel 101 Structure of an Excel document Excel toolbar TRACKER Contents Intro Excel 101 Structure of an Excel document Excel toolbar Entering data into cells Math Operations Formulas 101

Structure of an Excel document Workbook Sheets Columns Rows Cells

Structure of an Excel document Workbook Sheets Columns Rows Cells

Structure of an Excel document Workbook Sheets Columns Rows Cells

Structure of an Excel document Workbook Sheets Columns Rows Excel 2013 supports 16,384 columns Cells

Structure of an Excel document Workbook Sheets Columns Rows Excel 2007, 2010 and 2013 support 1,048,576 rows (220) Cells

Structure of an Excel document Workbook Sheets Columns Rows A group of cells (a rectangle) is called a “range” of cells Cells

Contents Intro Excel 101 Structure of an Excel document Excel toolbar TRACKER Contents Intro Excel 101 Structure of an Excel document Excel toolbar Entering data into cells Math Operations Formulas 101

Excel 101 Excel toolbar

Contents Intro Excel 101 Structure of an Excel document Excel toolbar TRACKER Contents Intro Excel 101 Structure of an Excel document Excel toolbar Entering data into cells Math Operations Formulas 101

Entering data into cells Excel 101 Entering data into cells

Contents Intro Excel 101 Math Operations Referencing cells TRACKER Contents Intro Excel 101 Math Operations Referencing cells Spreading formulas Absolute references Formulas 101

Contents Intro Excel 101 Math Operations Referencing cells TRACKER Contents Intro Excel 101 Math Operations Referencing cells Spreading formulas Absolute references Formulas 101

Math Operations Referencing cells

Math Operations Referencing cells

Contents Intro Excel 101 Math Operations Referencing cells TRACKER Contents Intro Excel 101 Math Operations Referencing cells Spreading formulas Absolute references Formulas 101

Math Operations Spreading formulas

Math Operations Spreading formulas Double clicking only works when spreading a formula down next to a non-empty column!

Contents Intro Excel 101 Math Operations Referencing cells TRACKER Contents Intro Excel 101 Math Operations Referencing cells Spreading formulas Absolute references Formulas 101

Math Operations Absolute references

Absolute references Description How to use it Math Operations G9 Both column and row float $G$9 Both column and row are fixed $G9 Only the column is fixed, the row can vary G$9 Only the column can vary, the row is fixed How to use it Click a cell where you want to enter a formula Type = to begin the formula Select a cell, and then press the F4 key to make that cell reference absolute

Contents Intro Excel 101 Math Operations Formulas 101 Formula format TRACKER Contents Intro Excel 101 Math Operations Formulas 101 Formula format Aggregate functions Text functions Logical functions

Contents Intro Excel 101 Math Operations Formulas 101 Formula format TRACKER Contents Intro Excel 101 Math Operations Formulas 101 Formula format Aggregate functions Text functions Logical functions

Basic Formulas Structure of formulas

Basic Formulas Structure of formulas Formula componentsare the most challenging part! Different formulas require different components. Whole other formulas can act as formula components; these are called “nested” formulas.But for now, let’s keep it simple!

Not mutually exclusive! Introduction Types of formulas Aggregate Count(), CountA(), Sum(), etc. Financial PMT(), FV(), PV(), NPV(), etc. Not mutually exclusive! Statistical AVERAGE(), MAX(), MIN(), etc. Scientific SIN(), COS(), LOG(), etc. Text CONCATENATE(), LEFT(), MID() and RIGHT(), etc. Logical IF(), OR(), etc.

Not mutually exclusive! Introduction Types of formulas Aggregate Count(), CountA(), Sum(), etc. Financial PMT(), FV(), PV(), NPV(), etc. Not mutually exclusive! Statistical AVERAGE(), MAX(), MIN(), etc. Scientific SIN(), COS(), LOG(), etc. Text CONCATENATE(), LEFT(), MID() and RIGHT(), etc. Logical IF(), OR(), etc.

Contents Intro Excel 101 Math Operations Formulas 101 Formula format TRACKER Contents Intro Excel 101 Math Operations Formulas 101 Formula format Aggregate functions Text functions Logical functions

Basic Formulas =SUM

Basic Formulas =COUNT This formula only works with numbers! It only counts the cells where there are numbers.

Basic Formulas =COUNTA

Contents Intro Excel 101 Math Operations Formulas 101 Formula format TRACKER Contents Intro Excel 101 Math Operations Formulas 101 Formula format Aggregate functions Text functions Logical functions

CONCATENATE(text1, [text2], [text3],…) Text functions Concatenate - joins two or more text strings into one string CONCATENATE(text1, [text2], [text3],…)

LEN(text) Len - returns the number of characters in a text string Text functions Len - returns the number of characters in a text string LEN(text)

Optional. Specifies the number of characters you want RIGHT to extract Text functions Left, right, mid - returns the first character or characters in a text string, based on the number of characters you specify Required. The text string containing the characters you want to extract Optional. Specifies the number of characters you want RIGHT to extract LEFT(text, [num_chars]) RIGHT(text,[num_chars]) MID(text, start_num, num_chars) Required. Specifies the number of characters you want MID to return from text

Contents Intro Excel 101 Math Operations Formulas 101 Formula format TRACKER Contents Intro Excel 101 Math Operations Formulas 101 Formula format Aggregate functions Text functions Logical functions

IF(logical_test, [value_if_true], [value_if_false]) Logical functions If - make logical comparisons between a value and what you expect F statement can have two results: + The first result is if your comparison is True + The second if your comparison is False IF(logical_test, [value_if_true], [value_if_false]) IF (logical_test, [value_if_true], IF(logical_test, [value_if_true], [value_if_false])) Multiple IF statements require a great deal of thought to build them correctly: they require multiple open and closing parentheses (), which can be difficult to manage depending on how complex your formula becomes

If - make logical comparisons between a value and what you expect Logical functions If - make logical comparisons between a value and what you expect You can use the following logical operators: Comparison operator Meaning Example = equal to A1=D1 > greater than A1>D1 >= greater than or equal to A1>=D1 < less than A1<d1< td=""></d1<> <= less than or equal to A1<=D1 <> not equal to A1<>D1

SUMIF(range, criteria, [sum_range]) Logical functions If functions - SUMIF Optional. The actual cells to add, if you want to add cells other than those specified in the range argument. If the sum_range argument is omitted, Excel adds the cells that are specified in the range argument Required. The range of cells that you want evaluated by criteria SUMIF(range, criteria, [sum_range]) Required. The criteria in the form of a number, expression, a cell reference, text, or a function that defines which cells will be added. For example: ">32", B5, "32", or "apples" COUNTIF, AVERAGE IF

SUMPRODUCT (array1, [array2], [array3], ...) Logical functions Sumproduct - returns the sum of the products of corresponding ranges or arrays Required. The first array argument whose components you want to multiply and then add Optional. Array arguments 2 to 255 whose components you want to multiply and then add SUMPRODUCT (array1, [array2], [array3], ...) The array arguments must have the same dimensions If they do not, SUMPRODUCT returns the #VALUE! error value

SUMPRODUCT (array1, array2, (array3 = “condition”)*1) Logical functions Sumproduct - returns the sum of the products of corresponding ranges or arrays SUMPRODUCT (array1, array2, (array3 = “condition”)*1) Sumproduct can also be used as a conditional formula

VLOOKUP(lookup_value, table_array, col_index_num, range_lookup) Logical functions Vlookup/Hlookup - pull in information from a table of data based on a unique identifier Required. The table that contains both the location of the lookup value and the data we are looking for Required. The value we are looking up VLOOKUP(lookup_value, table_array, col_index_num, range_lookup) Required. The column number that contains the value you are looking for Required. Whether to look for approximate of exact matches: it can be either TRUE (approximate) or FALSE (exact) The leftmost column of the table defined is 1

Vlookup/Hlookup – Possible errors that can occur Logical functions Vlookup/Hlookup – Possible errors that can occur If your function's Col_Index_Num is larger than the number of columns in your Table_Array, your VLOOKUP function will return a #REF! error If your function's Col_Index_Num is less than 1, your VLOOKUP function will return a #VALUE! Error If you input FALSE (or 0) for your Range_Lookup parameter and no exact match can be found, your VLOOKUP function will return a #N/A error

INDEX(array, row_num, [column_num]) Logical functions Index - returns a value or the reference to a value from within a table or range Required. Selects the row in array from which to return a value. If Row_num is omitted, Column_num is required Optional. Selects the column in array from which to return a value. If Column_num is omitted, Row_num is required Required. A range of cells or an array constant INDEX(array, row_num, [column_num])

MATCH(lookup_value, lookup_array, [match_type]) Logical functions Match - searches for a specified item in a range of cells, and then returns the relative position of that item in the range Required. The value that you want to match in lookup_array Required. The range of cells being searched MATCH(lookup_value, lookup_array, [match_type]) Optional. The number -1, 0, or 1. The match_type argument specifies how Excel matches lookup_value with values in lookup_array. The default value for this argument is 1

INDEX(array, row_num, MATCH(lookup_value, lookup_array, [match_type])) Logical functions INDEX(Match) - searches for a specified item in a range of cells, and then returns the relative position of that item in the range You can also use a Match function to determine the row INDEX(array, row_num, MATCH(lookup_value, lookup_array, [match_type])) The combo Index/Match is a more powerful version of vlookup When nesting formulas you have to pay close attention to the parenthesis in order not to mess up the calculations!