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# MSOffice Excel - Part 3

Functions

Objectives

XP

## Make a workbook user friendly

Translate an equation into an Excel formu
Understand function syntax
Enter formulas and functions with the Qui
Analysis tool
Enter functions with the Insert Function d
box
Change cell references between relative a
absolute
New Perspectives on Microsoft Excel 2013

Objectives

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## Use the AutoFill tool to enter formulas and

data and complete a series
Display the current date with the TODAY
function
Find the next weekday with the WORKDAY
function
Use the COUNT and COUNTA functions

Objectives

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## Use an IF function to return a value based

condition
Perform an exact match lookup with the
VLOOKUP function
Perform what-if analysis using trial and er
and Goal Seek

## New Perspectives on Microsoft Excel 2013

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Visual Overview: Functions

## New Perspectives on Microsoft Excel 2013

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Cell References and Excel Funct

## New Perspectives on Microsoft Excel 2013

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Making Workbooks User-Friendl

## Creating an explanatory worksheet

Many users may use the workbook so it is
important they understand the contents.
A worksheet can be added explaining con
including:
Industry jargon (Industry-specific terms, or
technical terms)
What is being calculated and why
Formulas used in calculations
New Perspectives on Microsoft Excel 2013

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Making Workbooks User-Friendl

contents

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## Quick way to calculate summary data

Every function follows a set of rules (synt
that specifies how the function should be
written
General syntax of all Excel functions

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Excel Functions

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Analysis Tool

## The Quick Analysis tool can generate colu

and rows of summary statistics that can b
used for analyzing data.

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## Advantage of using cell references:

Values used in the function are visible to
users and can be easily edited as neede
Functions can also be placed inside anoth
function, or nested (must include all
parentheses)

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## Choosing the Right Summary Fu

AVERAGE function
To average sample data
Susceptible to extremely large or small values
MEDIAN function
When data includes a few extremely large or
extremely small values that have potential to s
results
MODE function
To calculate the most common value in the dat
New Perspectives on Microsoft Excel 2013

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Inserting a Function

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## Three possible methods:

Select a function from a function catego
the Function Library
Open Insert Function dialog box to searc
for a particular function
Type function directly in cells

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## Organizes all functions by category

Includes a search feature for locating func
that perform particular calculations

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## Using the Function Library to In

Function
When you select a function, the Function
Arguments dialog box opens, listing all
arguments associated with that function

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XP

## To record and analyze data

Enter data in cells in a worksheet
Reference the cells with data in formula
that perform calculations on that data
Types of cell references
Relative
Absolute
Mixed
New Perspectives on Microsoft Excel 2013

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XP
Using Relative References

## Cell reference as it appears in worksheet

Always interpreted in relation (relative) to
location of the cell containing the formula
Changes when the formula is copied to
another group of cells
Allows quick generation of row/column to
without revising formulas

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## New Perspectives on Microsoft Excel 2013

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XP
Using Absolute References

## Cell reference that remains fixed when th

formula is copied to a new location
Have a \$ before each column and row
designation (\$B\$2)
Enter values in their own cells; reference
appropriate cells in formulas in the works
Reduces amount of data entry
When a data valued is changed, all form
based on that cell are updated to reflec
new value
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Reference

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## Contain both relative and absolute refere

Lock one part of the cell reference while
other part can change
Have a \$ before either the row or column
reference (\$B2 or B\$2)

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## When to Use Relative, Absolute

Mixed References

Relative references
Repeat same formula with cells in different
locations
Absolute references
Different formulas to refer to the same cell
Mixed references
Seldom used other than when creating tables o
calculated values
Use F4 key to cycle through different types of
references
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## New Perspectives on Microsoft Excel 2013

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Logical and Lookup Function

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AutoFill

## Use the fill handle to copy a formula and

conditional formatting
More efficient than two-step process of
copying and pasting
By default, AutoFill copies both content an
formatting of original range to selected ra

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wit
AutoFill

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wit
AutoFill

copied

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AutoFill

## Use AutoFill to create a series of numbers

dates, or text based on a pattern

## Use Series dialog box for more complex

patterns
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AutoFill

## New Perspectives on Microsoft Excel 2013

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Working with Date Function

## For scheduling or determining on what da

the week certain dates occur

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## Displaying the Current Date

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the TODAY function

## Many workbooks include the current date

can use the TODAY function to display t
current date in a worksheet.

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## Displaying the Current Date

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the TODAY function
Inserting the Today function

## Select the cell you wish the date to appear in.

On the Formulas tab, in the Function Library
group, click the Date & Time button to display t
date and time functions.
Click TODAY. The Function Arguments dialog bo
opens and indicates that the TODAY function
requires no arguments.
Click the OK button. The formula =TODAY() is
entered in the selected cell.
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Counting Cells

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## Excel has two functions for counting cells

COUNT function and the COUNTA function

## The COUNT function tallies how many cel

range contain numbers or dates (because
are stored as numeric values).

## The COUNT function does not count blank cells

cells that contain text.

## New Perspectives on Microsoft Excel 2013

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Counting Cells

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COUNTA FUNCTION
If you want to know how many cells conta
entrieswhether those entries are numb
dates, or textyou use the COUNTA funct
which tallies the nonblank cells in a range

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## Working with Logical Functio

Logical functions
Build decision-making capability into a
formula
Work with statements that are either tru
or false
Excel supports many different logical
functions, including the IF function

## New Perspectives on Microsoft Excel 2013

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Comparison Operators

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## Returns one value if a statement is true a

returns a different value if that statement
false
IF

(logical_test, [value_if_true,]

## New Perspectives on Microsoft Excel 2013

[value_if_false])

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XP

## Lookup functions find values in tables o

and insert them in another location in the
worksheet such as cells or in formulas.

## Often you need the contents of a table to change rela

to a set of criteria that may change over a period of t
look up table searches for data in one place then use
data to populate information in another place.

## For example, a students numeric grade (percentage)

change throughout the semester and the correspond
changes must also be applied to the letter grade (A,
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Lookup tables

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## The table that stores the data you want to

retrieve is called a lookup table. A lookup
organizes numbers or text into categories

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## Function Arguments dialog

b
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the VLOOKUP function

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## A what-if analysis lets you explore the i

that changing input values has on the
calculated values in the workbook.
Examples of a what-if analysis occur when
calculating car loans or mortgages.

## What will my loan payment be if the interest rate is 6

also at 7%?
What will the loan balance be if I put \$10,000 down o
put \$20,000 down?

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XP

## One way to perform a what-if analysis is b

changing one or more of the input values
see how they affect the calculated results
This trial-and-error method requires so
guesswork as you estimate which values
change and by how much.

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XP

## Goal Seek automates the trial-and-error

process by allowing you to specify a value
calculated item, which Excel uses to dete
the input value needed to reach that goal
In some ways this is the opposite of trial a
error as goal seek allows us to input the
answer and then calculates the associate
variables to arrive at the answer.

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