microsoft excel 2010 - · pdf filexp new perspectives on microsoft excel 2010 2 objectives...
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Microsoft Excel 2010 ® ®
Tutorial 7: Using Advanced Functions and
Conditional Formatting
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New Perspectives on Microsoft Excel 2010 2
Objectives
• Use the IF function
• Use the AND function
• Use the OR function
• Use structured references in formulas
• Nest the IF function
• Use the VLOOKUP function
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New Perspectives on Microsoft Excel 2010 3
Objectives
• Review the HLOOKUP function
• Use the IFERROR function
• Use conditional formatting to highlight duplicate values
• Summarize data using the COUNTIF, SUMIF, and AVERAGEIF functions
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New Perspectives on Microsoft Excel 2010 4
Visual Overview
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New Perspectives on Microsoft Excel 2010 5
Logical Functions
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New Perspectives on Microsoft Excel 2010 6
Working with Logical Functions
• Logical functions (IF, AND, and OR) determine whether a condition is true or false
• Conditions use a comparison operator (<, <=, =, <>, >, or >=) to compare two values
• Combine two or more functions in one formula to create more complex conditions
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New Perspectives on Microsoft Excel 2010 7
Inserting Calculated Columns in an Excel Table • Entering a formula in one cell of a column
automatically copies the formula to all cells in that column
• To modify the formula in a calculated column:
– Edit the formula in any cell in the column
– Formulas in all cells in the column are modified
• To edit only one cell in a calculated column:
– Enter a value or a formula that is different from all others in that column
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New Perspectives on Microsoft Excel 2010 8
Creating Excel Table Fields
• Create fields that require the least maintenance
• Store smallest unit of data possible in a field
• Apply a text format to fields with numerical text data
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Using the IF Function
• A logical function that evaluates a single condition and results in only one value
• Returns one value if the condition is true and another value if the condition is false
• Syntax:
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Using the IF Function
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New Perspectives on Microsoft Excel 2010 11
Using the IF Function
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Using the AND Function
• A logical function that tests two or more conditions (up to 255) and determines whether all conditions are true
• Returns the value TRUE if all logical conditions are true and the value FALSE if any or all logical conditions are false
• Syntax:
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Using the AND Function
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Using the AND Function
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Using the AND Function
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Using the OR Function
• A logical function that returns a TRUE value if any of the logical conditions (up to 255) are true and a FALSE value if all the logical conditions are false
• Syntax:
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Using the OR Function
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Using Structured References to Create Formulas in Excel Tables • Replace specific cell or range address with the
actual table name or column header
–Names or headers are simpler to identify than cell addresses
• A formula that includes a structured reference can be fully qualified or unqualified
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Using Structured References to Create Formulas in Excel Tables
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New Perspectives on Microsoft Excel 2010 20
Visual Overview
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Nested IFs and Lookup Tables
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Creating Nested IFs
• To allow for three or more outcomes
• One IF function is placed inside another IF function to test an additional condition
• More than one IF function can be nested
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New Perspectives on Microsoft Excel 2010 23
Creating Nested IFs
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Creating Nested IFs
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Using Lookup Tables and Functions
• Lookup functions
–Allow you to use tables of data to “look up” values and insert them in another worksheet location
• Lookup tables
– Store data and organize it into categories (compare values)
–Can be constructed as either exact match or approximate match lookups
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Using Lookup Tables and Functions
• Lookup values (value you are trying to find)
–Need to match one of the compare values
–Can be used as part of a formula
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Using the VLookup Function to Find an Exact Match • Searches a lookup table and, based on what
you entered, retrieves the appropriate value from that table
• Searches vertically down the first column of the lookup table
• Syntax:
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Using the VLookup Function to Find an Exact Match
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Using the VLOOKUP Function to Find an Approximate Match • Returns a value based on an approximate
match lookup
• Searches the first column of the table until it locates the largest value that is less than the lookup value
• Then moves across the row in the table to retrieve the corresponding value
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Using the VLOOKUP Function to Find an Approximate Match
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Looking Up Values Using the HLOOKUP Function • Searches horizontally across top row of
lookup table and retrieves the value in the column you specify
• Use when comparison values are located in the first row of the lookup table and you want to look down a specified number of rows to find the data to enter in another cell
• Syntax:
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Looking Up Values Using the HLOOKUP Function • Major difference between HLOOKUP and
VLOOKUP functions is the way lookup tables are organized
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Using the IFERROR Function
• Error value
– Indicates that an element in a formula or a cell referenced in a formula is preventing Excel from returning a calculated value
–Begins with a number sign (#) followed by an error name that indicates the type of error
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Excel Error Values
• Excel error values are not particularly descriptive or helpful
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Using the IFERROR Function
• Displays a more descriptive message that helps users fix the problem
• Can determine if a cell contains an error value and then display the message you choose rather than the default error value
• Enables you to easily find and handle formula errors
• Syntax:
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Using the IFERROR Function
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Visual Overview
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Conditional Formatting
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Conditional Formatting
• Changes a cell’s formatting when its contents match a specified condition
• Can be used to:
– Highlight cells based on their values
– Add data bars that graph relative values in a range
– Highlight duplicate values in a column of data
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Using the Conditional Formatting Rules Manager • A conditional formatting rule specifies:
– Type of condition
– Type of formatting when that condition occurs
–Cell or range the formatting is applied to
• Use Conditional Formatting Rules Manager dialog box to edit existing conditional formatting rules
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Using the Conditional Formatting Rules Manager
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Using the Conditional Formatting Rules Manager
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Using the Conditional Formatting Rules Manager
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Summarizing Data Conditionally
• Use COUNTIF, SUMIF, and AVERAGEIF functions to calculate a conditional count, sum, or average using only cells that meet a particular condition
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Using the COUNTIF Function
• Calculates the number of cells in a range that match specified criteria
• Sometimes referred to as a conditional count
• Syntax:
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Using the COUNTIF Function
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Using the SUMIF Function
• Adds values in a range that meet your criteria
• Also called a conditional sum
• Syntax:
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Using the AVERAGEIF Function
• Similar to SUMIF function
• Calculates the average of values in a range that meet criteria you specify
• Syntax:
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Using the AVERAGEIF Function