Excel 365-2019 Lesson 4 Presentation

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Microsoft Excel
Lesson 4: Using Formulas

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Lesson Objectives
• describe what formulas are​ and • use mixed absolute and relative cell
how they are used addresses​
• create and edit simple formulas​ • display formulas​​
• use math operators and understand • use common functions​
the order of calculations • use statistical functions
• reference other worksheets • use the IF function
• use absolute and relative cell • use text functions
references​

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Creating and Editing Formulas


• A formula is simply a calculation involving any combination of values, cell
references, and/or built-in functions
• All formulas must begin with an equals (=) sign
– Data without this sign is considered a value
– Including a cell address is referred to as cell referencing
– Examples of a simple formula:
=A10
=(100+5%)-(100*0.7)
=B15*6.2%
=B15*C15/100

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Creating and Editing Formulas


• To enter a formula:
– Click in the cell where you want to see the results
– Type the formula or type and use the point method to select cells
• Formulas can be copied to other cells
• displays when a formula is different from others in same column or row
• Click the smart tag to display a pop-up menu to view the
perceived error and see options for correcting or ignoring it

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Mathematical Operators
Standard Excel Operators Standard Precedence Rule
^ Exponentiation and roots • Brackets or parentheses
* Multiplication • Negation (for example -2)
/ Division • Exponents and roots
+ Addition • Multiplication and division
– Subtraction • Addition and subtraction

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Cell References
• To use cell referencing:
– Type the cell reference (cell address); or
– Click the cells you want to reference; or
– Create a formula that uses a function to operate on a range of cells
• Reference a range of cells using this form:
<starting cell address>:<ending cell address>
– Examples
• C11:E18
• E18:C11
• B:C (Columns)
• 3:3 (Row)

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Using Absolute and Relative Cell References


• Using Absolute Cell References
– Refers to a fixed (non-moving) location on worksheet
– To change a relative cell address to an absolute cell address:
• Type a dollar sign before the row number and/or column letter ($E$5); or
• Press F4
– Press once to make both the column and row reference absolute
– Press twice to make only the row reference absolute
– Press three times to make only the column reference absolute
– Press four times to remove the absolute references on both the column and row

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Using Mixed Absolute and Relative Cell


References
• Cell addresses do not need both absolute column and row references
• Keep the $ with the column or row that must stay “fixed”
– if you intend to copy the formula to other cells in the same row and keep the
column reference locked, place the $ in front of the column letter
– if you intend to copy the formula to other cells in the same column and keep the
row reference locked, place the $ in front of the row number

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Referencing Other Worksheets


• Formulas can reference cells in other
worksheets in the same workbook
– ‘<worksheet name>’!<cell reference>
– ! (bang) symbol indicates that the referenced cell is
located in a different worksheet
– You must use single quotes if the worksheet name
includes blank spaces

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Displaying Formulas
• To view the formula in a selected cell:
– Look in the Formula Bar to see the formula; or
– Press F2
• To display all formulas in a worksheet at once:
– On the Formulas tab, in the Formula Auditing group, click Show Formulas; or
– On the File tab, click Options to open the Excel Options dialog box, click
Advanced, then in the Display options for this worksheet area, select Show
formulas in cells instead of their calculated results, and click OK

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Using Math and Statistical Functions


• Excel provides a built-in library of functions, which enables the calculation of
long and complex formulas
• The format is: FUNCTION(arguments)
The Difference between a Function and a Formula
Function Formula
Does not need the “=“ character Always has “=“ as the first character

Examples: SUM(C5:C15) Example: =A10+5+B3


MIN(C5:C15) =A15+SUM(E51:E56)
MAX(C5:C15) =MAX(C5:C15)*2.5%
AVERAGE(C5:C15) =(B103/C18)-SUM(’NW’!E52:E58)

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Using Math and Statistical Functions


• Arguments can be values (numeric, text or date, depending on the type of
function) or cell references
– Most common type of argument is a cell range
• Many functions allow you to enter a variable number of arguments
• You can enter a cell range either by typing the cell reference(s) directly, or by
using the pointing method
– To use the pointing method, click the first cell and drag to the last cell to select a
cell range
• Excel visually identifies the cell range, applying color to each cell included in the cell range

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Using the SUM Function


• The SUM Function
– You can manually type the SUM function into a cell
– Examples:
=SUM(15,25,62,73,63,10,23)
=SUM(B6:B13)
=SUM(B6:B7)-SUM(B12:B15)

– You can also use the AutoSum button in the Ribbon


– To use the AutoSum button:
• Click the Formulas tab, then in the Function Library group, click AutoSum
• Click the Home tab, then in the Editing group, click AutoSum

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Using Statistical Functions


=AVERAGE Calculates the arithmetic mean average of the numbers in the specified
range (sum total of the cell range, divided by the total number of cells
containing a number)
=MIN Finds and displays the lowest numeric value in the specified range

=MAX Finds and displays the largest numeric value in the specified range
=COUNT Counts the number of cells in the specified range that contain numeric or
date values
=COUNTA Counts the number of cells in the specified range that contain any value
(numeric, date, or text)
=COUNTBLANK Counts the number of empty (do not contain any value) cells in the
specified range
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Using the IF Function


• The IF function evaluates a logical test and performs one of two different
calculations based on the result
=IF(logical test,value if true,value if false)

Logical Test Specify what the IF statement will evaluate


Value if True If the Logical Test is found to be true, then the result of the IF function
will be whatever is in this section of the formula
Value if False If the Logical Test is found to be false, then the result of the IF function
will be whatever is in this section of the formula

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Using the IF Function


• Some comparison operators you can use are:
= Equal to
> Greater than
< Less than
>= Greater than or equal to
<= Less than or equal to
<> Not equal to

• Qualifiers are punctuation marks used to identify or define different types of


data
– Example: text used in a formula requires double quotes as qualifiers
=IF(A1=10, “text A”,IF(A1=20, “text B”, “text C”))

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Using Text Functions


LEFT Extract the specified number of characters starting from the left side of the text string​

Extract the specified number of characters starting from the right side of the text
RIGHT
string

MID Extract the specified number of characters starting from any position in the text string​

UPPER Convert all characters in a text string to uppercase

LOWER Convert all characters in a text string to lowercase

LEN Count the number of characters in a text string

Combine the text from multiple ranges and/or strings (both functions perform the
CONCAT​ and
same task but the number of arguments in each function differ; the TEXTJOIN function
TEXTJOIN
offers greater specificity)

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Lesson Summary
• describe what formulas are​ and • use mixed absolute and relative cell
how they are used addresses​
• create and edit simple formulas​ • display formulas​​
• use math operators and understand • use common functions​
the order of calculations • use statistical functions
• reference other worksheets • use the IF function
• use absolute and relative cell • use text functions
references​

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