Excel Basic & Advanced Training

Agenda
Formulas
Functions
Vlookup Function
Web Query
Worksheet Sharing & Protecting
Pivot Table
Conditional Formatting
Formulas

Simple Formula Formula with Cell Reference

Formula using Functions Copying Formula by Dragging + icon

Functions

Date Functions
DATE(<year>, <month>, <day>) : Returns the serial number of a particular date e.g. DATE(2010, 6, 18) = 18/06/2010
DAY(<date>) : Converts a serial number to a day of the month e.g. DAY(18/06/2010) = 18
DATEVALUE(<date_text>) : Converts a date in the form of text to a serial number e.g. DATEVALUE(“18/06/2010”) = 18/06/2010
EDATE(<start date>, <months>) : Returns the serial number of the date that is the indicated number of months before or after the
start date e.g. EDATE(18/06/2010, 3) = 18/09/2010
EOMONTH(<start_date>, <months> : Returns the serial number of the last day of the month before or after a specified number of
months e.g. EOMONTH(18/06/2010, -3) = 31/03/2010
NETWORKDAYS(<start_date>, <end_date>, <holidays>): Returns the number of whole workdays between two dates e.g.
NETWORKDAYS(18/06/2010, 23/06/2010, C:C) [C column contains 21/06/2010] = 3
WEEKDAY(<date>, <ret type>): Converts a serial number to a day of the week e.g. WEEKDAY(18/06/2010) = 5
WORKDAY(<start_date>, <days>, <holidays>): Returns the serial number of the date before or after a specified number of
workdays e.g. WORKDAY(18/06/2010, 4, C:C) [C column contains 21/06/2010] = 25/06/2010
NOW: Current Date and Time TODAY: Current Date

Text Functions
CONCATENATE(<text1>, <text2> …): Joins several text items into one text item e.g. CONCATENATE(“abc”, “efg”) = abcefg
EXACT(<text1>, <text2>) : Checks to see if two text values are identical e.g. EXACT(“word”,”word”) = TRUE
FIND(<search_text>, <within_text>, <start>) : Finds one text value within another (case-sensitive) e.g. FIND(“r”, “care”) = 3
REPLACE(<old_text>, <start_num>, <num_chars>, <new_text>) : Replaces characters within text e.g. REPLACE(“abcdef”, 3, 2,
“*”) = “ab*ef”
SEARCH(<find_text>, <within_text>, <start_num> : Finds one text value within another (not case-sensitive) e.g. SEARCH(“e”,
“StatemEnt”, 6) = 7
SUBSTITUTE(<text>, <old_text>, <new_text>, <instance_no>): Substitutes new text for old text in a text string e.g.
SUBSTITUTE(“Quarter 1, 2011”, “1”, “2”, 3) = “Quarter 1, 2012”
TEXT(<text>, <format>): Formats a number and converts it to text e.g. TEXT(12.5, “$0.00”) = “$12.50”
VALUE(<text>): Converts a text argument to a number e.g. VALUE(“$1000”) = 1000
LEN, LEFT, MID, RIGHT: Returns Length, Leftmost, Middle, Rightmost characters from text e.g. MID(“abcd”, 2, 2) = “bc”
TRIM, LOWER, PROPER, UPPER: Removes space, Converts text to lowercase, propercase, uppercase e.g. PROPER(“abc”) =
“Abc”
Functions

Logical Functions
IF(<logical_test>, <value_if_true>, <value_if_false>) : Specifies a logical test to perform e.g. IF(A2 >= 80%, “Pass”, “Fail”) [A2 =
60%] = “Fail”
IFERROR(<value>, <value_if_error>) : Returns a value you specify if a formula evaluates to an error; otherwise, returns the result
of the formula e.g. IFERROR(A2/B2, “No Data”) [A2 = 40, B2= 0] = “No Data”
AND, OR(<cond1>,<cond2>) : Returns TRUE if all/one of its arguments are TRUE e.g. AND(A2>5, B2<4) [A2=6, B2=3] = TRUE

Statistical Functions
AVERAGE(<range>): Returns the average of its arguments
COUNT(<range>) : Counts how many numbers are in the list of arguments
COUNTA(<range>) : Counts how many values are in the list of arguments
COUNIF, COUNTIFS(<range>, <condition(s)>) : Counts the number of cells within a range that meet the given criteria/ multiple
criteria e.g. COUNTIF(A:A, “> 5”)
STDEV(<range>) : Estimates standard deviation based on a sample

Informational Functions
ISBLANK, ISERR, ISEVEN, ISLOGICAL, IFNA(<range>): Returns TRUE if the value satisfies the checks

Lookup & Reference Functions

CHOOSE(<index_num>, <range>): Chooses a value from a list of values
LOOKUP (<lookup_value>, <lookup_vector>, <result_vector>): Looks up values in a vector or array
HLOOKUP(<lookup_value>,<table_array>,<row_index_num>,<range_lookup>): Looks in the top row of an array and returns the
value of the indicated cell
VLOOKUP(<lookup_value>, <table_array>, <col_index_num>, [<range_lookup>]) : Looks in the first column of an array and
moves across the row to return the value of a cell
TRANSPOSE(<array>): Returns the transpose of an array
Vlookup Function

=VLOOKUP(Sheet2!A2,Sheet1!A:B,2)
Web Query
Web Query

Type of Query WEB

Query Version 1
URL http://finance.yahoo.com/q/hp?s=["Stock Symbol“, “Please Enter Stock Symbol”]
POST Parameters
Save file as <name>.iqy [IQY = Internet Query]
Worksheet Sharing & Protecting
Pivot Table

A Pivot Table is way to present information in a report format. The idea is that you can click drop down lists and change the
data that is being displayed. For example, choose just one student from a drop down list and view only his or her scores.
Pivot Table
Conditional Formatting