Chapter 2:Excel

Determining Results with the if Function =IF(logical_test, value_if_true,value_if_false) The IF function has three arguments: – A condition that is tested to determine if it is either true or false – The resulting value if the condition is true – The resulting value if the condition is false 2 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Designing the Logical Test The logical test is built from the logical operators 3 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Using the IF Function 4 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Using Lookup Functions Lookup functions are used to look up values in a table to perform calculations or display results – For example, a teacher may want to look up an average in order to assign a grade 5 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Creating a Lookup Table When searching a range, the breakpoint is the lowest value for a category or series A lookup table typically lists breakpoints in one column and return values in a second column 6 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

VLOOKUP Function The VLOOKUP function searches a lookup table for a value and returns the result from the related column VLOOKUP has three required arguments: – Lookup value – Table array (range of lookup table) – Column index of return value 7 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Using the VLOOKUP Function 8 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

HLOOKUP Function The HLOOKUP function is used when the breakpoints and return data are placed in rows The third argument now lists the row index 9 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Calculating Payments with the PMT Function The PMT financial function calculates the periodic payment for a loan with a fixed interest rate and term length PMT has three required arguments: – Interest rate (rate) – Number of periods (nper) – Present value (pv) 10 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Using the PMT Function 11 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Rank Rank is a value in either ascending or descending order Syntax: RANK(number, cell range, order) Example: rank the average score for each student in ascending order

Range Names A range name is a word or string of characters assigned to one or more cells Range names make formulas easier to read 13 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Range Name Rules Range names use the following rules: – 1 to 255 characters – Begin with a letter or underscore (_) – Contain letters, digits, periods, underscores Valid names include Rate, Tax_Rate, Rate_ Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Creating a Range Name Excel offers a variety of methods to enter a range name after selecting the cells: – Type the range name in the Name Box area – Enter the name using New Name dialog box 15 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Maintaining Range Names Use the Name Manager dialog box to edit or delete a range name 16 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Excel Chapter 3 charts

Chart Basics A chart is a visual representation of numeric data 18 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Chart Basics Chart elements include: – Chart Area – Plot Area – X-Axis – Y-Axis – Category Axis – Value Axis – Legend 19 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Choosing a Chart type 20 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Creating a Charts Select the data Click the Quick Analysis button Click the thumbnail of the chart you want 21 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Column Charts A column chart displays data vertically, with each data series forming a column 22 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Clustered Column Chart 23 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Reversing Categories and Data Series 24 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Stacked Column Chart 25 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

100% Stacked Column Chart 26 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Bar Chart 27 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Line Chart 28 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Pie Chart 29 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Changing the Chart Type Using the Chart Tools contextual tab: – Click the DESIGN tab – Click Change Chart Type – Click ALL CHARTS – Select the desired chart type 30 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Other Chart types 31 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Moving a Chart To move a chart: – Click the DESIGN tab – Click Move Chart under the Location group 32 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Printing a Chart To print an embedded chart: – Select the chart – Click the FILE tab – Click Print to display settings – Use the Print Selected Chart option 33 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Chart elements A chart element is a component that helps clarify the chart. 34 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Chart elements 35 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Chart Titles and Legend A chart title is the label that describes the entire chart An axis title is a label that describes either the category or value axis A legend is used to distinguish data points in a pie chart or data series in a multiple series chart 36 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Formatting chart elements To display a chart element’s task pane, double-click the chart element. 37 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Format Axes Excel computes starting, ending, and incremental values for display on the value axis 38 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Insert and format data Labels 39 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall. A data label is the value or name of a data point

Chart tools format tab 40 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Create chart filters A chart filter controls which data series and categories are visible in a chart 41 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.

Creating a Sparkline A sparkline is a miniature chart displayed in a single cell 42 Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall.