EXCEL FUNCTIONS MIS 2502
THE BASICS LEFT(), RIGHT(), MID() Keep X characters from string CONCATENATE() Join two strings together TRIM() Drop leading and trailing spaces LOWER(), UPPER(), PROPER() Convert string to lower, upper or proper case IF() IF THEN type statements
LEFT(), RIGHT() or MID() =LEFT(cell/value, num_chars) cell = cell reference (e.g., A2) num_chars = number of characters to keep =RIGHT(cell/value, num_chars) As above. MID(cell/value, start_index, num_chars) as above, but… start_index = first character to start at
CONCATENATE() =CONCATENATE(cell1/val1, cell2/val2, …) cell1, cell2, etc. = cell reference val1, val2, etc. = a string value (e.g., “text”) Example… =CONCATENATE(A2, A3, “ “, “text”) would result in a value combining the contents of cells A2 and A3, a space, and the word text
TRIM() =TRIM(cell/val) cell = cell reference val = text value Example… =TRIM(“ text value “) spit out a cell contents of just text value, with no leading or trailing spaces
LOWER(), UPPER(), PROPER() =LOWER(cell/val) cell = cell reference val = text value Example… =LOWER(“ABCDEFG”) would result in a value of abcdefg =UPPER(“abcdefg”) would result in a value of ABCDEFG =PROPER(“ABCDEFG”) gives you Abcdefg
IF() =IF(condition, met_result, else_result) condition = conditional statement (e.g., A2 > 3, C5 = “text”) met_result = value to spit out if condition is met else_result = value to spit out if condition is not met Example… IF(4 > 5, “red”, “yellow”) would give you a result of yellow
MORE ADVANCED: INDEXING & CALCULATIONS VLOOKUP() (or HLOOKUP) Match values and get associated fields COUNTIF() Count records meeting some condition SUMIF() Sum values across records that meet some condition SUMPRODUCT() Sum the product of two columns Nested Statements Statements within statements
VLOOKUP() =VLOOKUP(cell/val, range, index [, approximate]) cell = cell reference val = value range = range of cells (e.g., A2:E5) index = what column value to return from matched record approximate = is an approximate match okay? Example… VLOOKUP(“abc”, A1:B10, 2) will find the record in A1:B10 that has an A value matching abc, and it will return the second field value
COUNTIF() =COUNTIF(range, condition) range = range of cells (e.g., A2:E5) condition = only count if condition is met Example… COUNTIF(A1:A10,”=“&2) will count all the records in column A, from row 1 to 10, where the value is 2
SUMIF() =SUMIF(range1, condition, range2) range1 = range of cells to examine (e.g., A2:E5) condition = only include record if condition met range2 = range of values to sum Example… SUMIF(A1:A10,”=“&2, B1:B10) will identify all the records in column A, from row 1 to 10, where the value is 2, and will add up the corresponding values in column B
SUMPRODUCT() =SUMPRODUCT(range1, range2, …) range1 = first column of values range2 = second column of values Example… SUMPRODUCT(A1:A10, B1:B10) would return the summed products (i.e., A1*B1 + A2*B2 + A3*B3 + …)
NESTED STATEMENTS() Replace cell or val with some other statement Example… IF(10 > 9, IF(5 = 4, 1000, 999), 0) would return a value of…?
NESTED STATEMENTS() Replace cell or val with some other statement Example… IF(10 > 9, IF(5 = 4, 1000, 999 ), 0) would return a value of… 999