16688581-microsoft-office-excel-formulaes.ppt

Upload: mutually-exclusive-collectively-exhaustive

Post on 02-Jun-2018

218 views

Category:

Documents


0 download

TRANSCRIPT

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    1/65

    MicrosoftOffice

    Excel2003 Training

    Enter formulas

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    2/65

    Enter formulas

    Course contents

    Overview: Simple calculations in Excel

    Lesson 1: Get started

    Lesson 2: Use cell references

    Lesson 3: Simplify formulas by using functions

    Each lesson includes a list of suggested tasks and a set oftest questions.

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    3/65

    Enter formulas

    After you try Excel, youll never goback to a calculator. In this courseyoull learn how to add, divide,multiply, and subtract by typingformulas into Excel worksheets.

    Overview: Simple calculations in Excel

    Youll also learn how to use simpleformulas that automatically updatetheir results when values change.

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    4/65

    Enter formulas

    Course goals

    Do math by typing simple formulas to add, divide,multiply, and subtract.

    Use cell references in formulas, so that Excel canautomatically update results when values change or when

    you copy formulas.

    Use functions (prewritten formulas) to add up values,calculate averages, and find the smallest or largest value

    in a range of values.

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    5/65

    Lesson 1

    Get started

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    6/65

    Enter formulas

    Get started

    In this lesson, youll learn how touse Excel as your calculator bytyping simple formulas into cells.

    Youll also learn how to total all the

    values in a column with a formulathat updates its results if valueschange later on.

    Well start with the exampleworksheet shown in the picture.

    A budget worksheetneeds an amount in cell

    C6.

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    7/65

    Enter formulas

    Begin with an equal sign

    Two CDs purchased in February cost$12.99 and $16.99. The total ofthese two values is the CD expensefor the month.

    You do math in Excel by typingsimple formulas into cells. Excelformulas always begin with an equalsign (=).

    Typing a formula in aworksheet

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    8/65

    Enter formulas

    Begin with an equal sign

    Heres how to add 12.99 and 16.99in cell C6:

    Typing a formula in aworksheet

    1. Type the formula=12.99+16.99. The plus sign

    (+) is a math operatorthat tellsExcel to add the values.

    2. Press ENTER to display theformula result, 29.98.

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    9/65

    Enter formulas

    Begin with an equal sign

    Heres how to add 12.99 and 16.99in cell C6:

    Typing a formula in aworksheet

    3. The formula appears in theformula bar near the

    top of the worksheet wheneveryou select cell C6.

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    10/65

    Enter formulas

    Use other math operators

    To do more than add, you can useother math operators as you typeformulas into worksheet cells.

    You start each formula with an equal

    sign and then use a minus sign (-)to subtract, an asterisk (*) tomultiply, and a forward slash (/) todivide.

    Excel uses familiar signsto build formulas.

    Math operatorsAdd (+) =10+5

    Subtract (-) =10-5

    Multiply (*) =10*5

    Divide (/) =10/5

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    11/65

    Enter formulas

    Total all the values in a column

    To add up the total of expenses forJanuary, as shown in the picture,you wouldnt have to type all thosevalues again.

    Instead, you could use a prewrittenformula, called a function.

    Using theAutoSumbutton to total column

    values

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    12/65

    Enter formulas

    Total all the values in a column

    To get your January total:

    2. A colored marquee surrounds thecells in the formula, and the

    formula appears in cell B7.

    Using theAutoSumbutton to total column

    values

    1. Select cell B7, and then click theAutoSumbutton on theStandardtoolbar. TheAutoSum

    button adds up all the values in arange of cells.

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    13/65

    Enter formulas

    Total all the values in a column

    To get your January total:

    Using theAutoSumbutton to total column

    values

    3. Press ENTER. This displays theSUM function result 95.94 in cellB7.

    4. Select cell B7 to display theformula =SUM(B3:B6) in theformula bar.

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    14/65

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    15/65

    Enter formulas

    Total all the values in a column

    The colon (:) in B3:B6 indicates acell rangein column B, cells 3through 6. The parentheses arerequired to separate the argumentfrom the function.

    Using theAutoSumbutton to total column

    values

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    16/65

    Enter formulas

    Copy a formula instead of creating a new one

    Sometimes its easier to copyformulas than to create new ones.In this example, youll see how tocopy the January formula and use itto add up the February expenses.

    Start by selecting cell B7, whichcontains the January formula. Thenposition the mouse pointer over the

    lower-right corner of the cell untilthe black cross (+) appears.

    Copying a formula

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    17/65

    Enter formulas

    Copy a formula instead of creating a new one

    Next:

    Copying a formula

    1. Drag the fill handle overcell C7 and then release it. TheFebruary total 126.93 appears in

    cell C7.2. After the formula is copied, the

    AutoFill Optionsbuttonappears to give you some

    formatting options.

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    18/65

    Enter formulas

    Suggestions for practice

    1. Create a formula to add.

    2. Create formulas for other arithmetic.

    3. Add up a column of numbers.

    4. Copy a formula.

    5. Add up a row of numbers.

    Online practice(requires Excel 2003)

    http://office.microsoft.com/training/Training.aspx?AssetID=RP011870921033&CTT=6&Origin=RC011870911033http://office.microsoft.com/training/Training.aspx?AssetID=RP011870921033&CTT=6&Origin=RC011870911033
  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    19/65

    Enter formulas

    Test 1, question 1

    What do you type into an empty cell to start aformula? (Pick one answer.)

    1. *

    2. (

    3. =

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    20/65

    Enter formulas

    Test 1, question 1: Answer

    =

    An equal sign tells Excel that a calculation follows it.

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    21/65

    Enter formulas

    Test 1, question 2

    What is a function? (Pick one answer.)

    1. A prewritten formula.

    2. A math operator.

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    22/65

    Enter formulas

    Test 1, question 2: Answer

    A prewritten formula.

    Functions are prewritten formulas, such as SUM, that savetime.

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    23/65

    Enter formulas

    Test 1, question 3

    A formula result is in cell C6. You wonder howyou got the result. To see the formula, you dowhich of the following? (Pick one answer.)

    1. Select cell C6, and then press CTRL+SHIFT.

    2. Select cell C6, and then press F5.

    3. Select cell C6.

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    24/65

    Enter formulas

    Test 1, question 3: Answer

    Select cell C6.

    Its that simple. The formula is visible in the formula barnear the top of the worksheet whenever you select cell C6.Or you can double-click cell C6 to see the formula in cell C6.Then press ENTER to see the formula result again in thecell.

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    25/65

    Lesson 2

    Use cell references

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    26/65

    Enter formulas

    Use cell references

    Cell referencesidentify individualcells or cell ranges in a worksheet.They tell Excel where to look forvalues to use in a formula.

    In this lesson youll see why Excelcan automatically update theresults of formulas that use cellreferences, and how cell references

    work when you copy formulas.Cell references

    Cell

    references Refer to values in

    A10 the cell in column Aand row 10

    A10,A20 cell A10 and cell A20

    A10:A20 the range of cells incolumn A and rows

    10 through 20

    B15:E15 the range of cells inrow 15 and columnsB through E

    A10:E20 the range of cells incolumns A through Eand rows 10 through

    20

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    27/65

    Enter formulas

    Update formula results

    Suppose it turned out that the 11.97in cell C4 for video rentals inFebruary was incorrect. A rental of3.99 was left out.

    To add 3.99 to 11.97, you wouldselect cell C4 and type this formulainto the cell:

    Excel can automaticallyupdate totals to include

    changed values.=11.97+3.99

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    28/65

    Enter formulas

    Update formula results

    As the picture shows, when thevalue in cell C4 changes, Excelautomatically updates the Februarytotal in cell C7 from 126.93 to130.92.

    Excel can automaticallyupdate totals to include

    changed values.

    Excel can do this because theoriginal formula =SUM(C3:C6) in cellC7 contains cell references.

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    29/65

    Enter formulas

    Update formula results

    If you had entered 11.97 and otherspecific values into a formula in cellC7, Excel would not be able toupdate the total.

    Excel can automaticallyupdate totals to include

    changed values.

    Youd have to change 11.97 to 15.96not only in cell C4, but in theformula in cell C7 as well.

    h ll f

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    30/65

    Enter formulas

    Other ways to enter cell references

    You can type cell references directlyinto cells, or you can enter cellreferences by clicking cells, whichavoids typing errors.

    In the first lesson you saw how touse the SUM function to add all thevalues in a column. You could alsouse the SUM function to add just afew values in a column, by selectingthe cell references to include.

    Selecting cell references

    to add a few values

    O h ll f

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    31/65

    Enter formulas

    Other ways to enter cell references

    Imagine that you want to know thecombined cost for video rentals andCDs in February.

    Selecting cell references

    to add a few values

    You dont need to store the total, so

    you could enter the formula into anempty cell and delete it later. Theexample uses cell C9.

    O h ll f

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    32/65

    Enter formulas

    Other ways to enter cell references

    Heres how to enter the formula:

    Selecting cell references

    to add a few values

    1. Type the equal sign, type SUM,and type an opening parenthesisin cell C9.

    2. Click cell C4, then type a commain cell C9.

    Oth t t ll f

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    33/65

    Enter formulas

    Other ways to enter cell references

    Heres how to enter the formula:

    Selecting cell references

    to add a few values

    3. Click cell C6. Then type a closingparenthesis in cell C9.

    4. Press ENTER to display theformula result of 45.94. Thearguments C4 and C6 tell theSUM function what values tocalculate with.

    R f t

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    34/65

    Enter formulas

    Reference types

    Now that youve learned more aboutusing cell references, its time to talkabout the different types ofreferences that are used informulas: absolute, relative, and

    mixed.

    Relative and absolute cellreferences

    R f t

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    35/65

    Enter formulas

    Reference types

    Relative and absolute cellreferences

    1. Relative references automaticallychange as they are copied down acolumn or across a row.

    2. Absolute references are fixed;they dont change if you copy aformula from one cell to another.

    Absolute references have dollar

    signs ($) like this: $D$9.

    Here are the details:

    R f t

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    36/65

    Enter formulas

    Reference types

    Relative and absolute cellreferences

    A mixed cell reference has either anabsolute column and a relative row,or an absolute row and a relativecolumn.

    As a mixed reference is copied fromone cell to another, the absolutereference stays the same but therelative reference changes.

    U b l t ll f

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    37/65

    Enter formulas

    Use an absolute cell reference

    Say you receive a package of

    entertainment coupons offering a 7percent discount for video rentals.How much could you save in amonth by using the coupons?

    To figure it out, you could create aformula to multiply those Februaryexpenses by 7 percent, usingabsolute references to refer to cellsthat you dont want to change asthe formula is copied.

    Using an absolute cellreference

    U b l t ll f

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    38/65

    Enter formulas

    Use an absolute cell reference

    Type the discount rate of 0.07in

    the empty cell D9, and then type aformula in cell D4, starting with=C4*. Then enter a dollar sign ($)and Dto make an absolute

    reference to column D, and $9 tomake an absolute reference to row9.

    Using an absolute cellreference Your formula will multiply the value

    in cell C4 by the value in cell D9.

    Use an absol te cell efe ence

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    39/65

    Enter formulas

    Use an absolute cell reference

    Next, copy the formula from cell D4

    to D5 by using the fill handle .

    Using an absolute cellreference

    As the formula is copied, the relativecell reference changes from C4 to

    C5, while the absolute reference tothe discount in D9 does notchangeit remains $D$9 in eachrow it is copied to.

    Use an absolute cell reference

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    40/65

    Enter formulas

    Use an absolute cell reference

    So, to recap the relative and

    absolute cell references in theexample:

    Using an absolute cellreference

    1. Relative cell references changefrom row to row.

    2. The absolute cell reference alwaysrefers to cell D9.

    3. Cell D9 contains the value for the7 percent discount.

    Suggestions for practice

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    41/65

    Enter formulas

    Suggestions for practice

    1. Type cell references in a formula.

    2. Select cell references in a formula.

    3. Use an absolute reference in a formula.

    4. Add up several results.

    5. Change values and totals.

    Online practice(requires Excel 2003)

    Test 2 question 1

    http://office.microsoft.com/training/training.aspx?AssetID=RP011870931033&CTT=6&Origin=RP011871071033http://office.microsoft.com/training/training.aspx?AssetID=RP011870931033&CTT=6&Origin=RP011871071033
  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    42/65

    Enter formulas

    Test 2, question 1

    What is an absolute cell reference? (Pick one

    answer.)

    1. The cell reference automatically changes when theformula is copied down a column or across a row.

    2. The cell reference is fixed.

    3. The cell reference uses the A1 reference style.

    Test 2 question 1: Answer

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    43/65

    Enter formulas

    Test 2, question 1: Answer

    The cell reference is fixed.

    Absolute cell references wont change if you copy a formulafrom one cell to another.

    Test 2 question 2

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    44/65

    Enter formulas

    Test 2, question 2

    Which cell reference refers to a range of cells in

    column B, rows 3 through 6? (Pick one answer.)

    1. (B3:B6)

    2. (B3,B6)

    Test 2 question 2: Answer

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    45/65

    Enter formulas

    Test 2, question 2: Answer

    (B3:B6)

    The colon indicates a range of cells starting at B3 andincluding B4, B5, and B6.

    Test 2 question 3

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    46/65

    Enter formulas

    Test 2, question 3

    If you copy the formula =C4*$D$9 from cell C4

    to cell C5, what will the formula be in cell C5?(Pick one answer.)

    1. =C5*$D$9

    2. =C4*$D$

    3. =C5*$E$10

    Test 2 question 3: Answer

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    47/65

    Enter formulas

    Test 2, question 3: Answer

    =C5*$D$9

    As the formula is copied, the relative cell reference, C4,changes to C5. The absolute cell reference, $D$9, does notchange; it remains the same in each row it is copied to.

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    48/65

    Lesson 3

    Simplify formulas by usingfunctions

    Simplify formulas by using functions

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    49/65

    Enter formulas

    Simplify formulas by using functions

    SUM is just one of the many Excel

    functions. These prewrittenformulas simplify the process ofentering calculations, making iteasy and quick to create formulas

    that might be difficult to build foryourself.

    In this lesson youll see how tospeed up tasks with a few easyfunctions.

    Function names expresslong formulas quickly.

    Function CalculatesAVERAGE an average

    MAX the largestnumber

    MIN the smallest

    number

    Find an average

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    50/65

    Enter formulas

    Find an average

    You could use the AVERAGE function

    to find the average cost of allentertainment for January andFebruary:

    Using the AVERAGEfunction

    1. Click in cell D7, click the arrow ontheAutoSumbutton , andthen clickAveragein the list.

    2. Press ENTER to display the result

    in cell D7.

    Find an average

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    51/65

    Enter formulas

    Find an average

    The formula =AVERAGE(B7:C7)

    appears in the formula barnear the top of the worksheet.

    Using the AVERAGEfunction

    You could also type this formula

    directly into the cell.

    Find the largest or smallest value

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    52/65

    Enter formulas

    Find the largest or smallest value

    The MAX function finds the largest

    number in a range of numbers, andthe MIN function finds the smallestnumber in a range.

    Using the MAX function

    Find the largest or smallest value

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    53/65

    Enter formulas

    Find the largest or smallest value

    Heres a formula to find the largest

    value in the set:

    Using the MAX function

    1. Click in cell F7, click the arrow ontheAutoSumbutton, and then

    click Maxin the list.2. Press ENTER to display the result

    in F7.

    The largest value is 131.95.

    Find the largest or smallest value

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    54/65

    Enter formulas

    Find the largest or smallest value

    Finding the smallest value in the

    range is a similar process: Youdclick Minin the list and pressENTER.

    Using the MAX function

    The smallest value would be 131.75.

    Print formulas

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    55/65

    Enter formulas

    Print formulas

    You can print formulas to put up on

    your bulletin board to remind youhow to create them.

    Formulas displayed onthe worksheet

    1. On the Toolsmenu, point to

    Formula Auditing, and thenclick Formula Auditing Mode.

    2. Print as you usually would.

    Whats that funny thing in my worksheet?

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    56/65

    Enter formulas

    What s that funny thing in my worksheet?

    Sometimes Excel cant calculate a

    formula because the formulacontains an error.

    If that happens, youll see an error

    value instead of a result in a cell.

    The ##### error value

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    57/65

    Whats that funny thing in my worksheet?

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    58/65

    Enter formulas

    What s that funny thing in my worksheet?

    Here are three common error

    values:

    The ##### error value

    #NAME? You may have misspelleda function name or used a namethat Excel does not recognize.

    Find more functions

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    59/65

    Enter formulas

    Find more functions

    Excel offers many other useful

    functions, such as date and timefunctions and functions you can useto manipulate text.

    You can see these other functionsby clicking More Functionsin theAutoSumlist. This opens theInsert Functiondialog box, whichhelps you search for a function and

    provides another way to enterformulas.

    The Insert Functiondialog box

    Find more functions

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    60/65

    Enter formulas

    Find more functions

    When the dialog box is open, you

    can type what you want to do in theSearch for a functionbox, orselect a category and then scrollthrough the list of functions.

    The Insert Functiondialog box

    Suggestions for practice

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    61/65

    Enter formulas

    Suggestions for practice

    1. Find an average.

    2. Find the largest number.

    3. Find the smallest number.

    4. Display and hide formulas.

    5. Create and fix error values.

    6. Create and fix the error value #NAME.

    Online practice(requires Excel 2003)

    Test 3, question 1

    http://office.microsoft.com/training/training.aspx?AssetID=RP011870941033&CTT=6&Origin=RP011871121033http://office.microsoft.com/training/training.aspx?AssetID=RP011870941033&CTT=6&Origin=RP011871121033
  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    62/65

    Enter formulas

    Test 3, question 1

    How would you print formulas? (Pick one

    answer.)

    1. Click Printon the Filemenu.

    2. Click Normalon theViewmenu, and then clickPrint.

    3. Point to Formula Auditingon the Toolsmenu,click Formula Auditing Mode, and then print asusual.

    Test 3, question 1: Answer

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    63/65

    Enter formulas

    Test 3, question 1: Answer

    Point to Formula Auditingon the Toolsmenu, click

    Formula Auditing Mode, and then print as usual.

    This displays the formulas on your worksheet before youprint.

    Test 3, question 2

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    64/65

    Enter formulas

    Test 3, question 2

    What does ##### mean? (Pick one answer.)

    1. The column isnt wide enough to display thecontent.

    2. The cell reference isnt valid.

    3. Youve misspelled a function name or used a namethat Excel doesnt recognize.

    Test 3, question 2: Answer

  • 8/10/2019 16688581-Microsoft-Office-Excel-Formulaes.ppt

    65/65

    Test 3, question 2: Answer

    The column isnt wide enough to display the content.

    You can increase the column width to display the content.