Basic Excel Workshop I - math.ucla.eduactuary/meetingsAndWorkshops/2019/E… · Relative Cell...
Transcript of Basic Excel Workshop I - math.ucla.eduactuary/meetingsAndWorkshops/2019/E… · Relative Cell...
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Basic Excel Workshop I
November 14, 2019
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Logical Operators
Operator Meaning Example
= Equal to =A1=12
<> Not equal to =A1<>9
> Greater than =A1>100
< Less than =A1<100
>= Greater than or equal to =A1>=70
<= Less than or equal to =A1<=70
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Relative Cell Reference
• Excel default• When copied across multiple
cells, they change based on the relative position of rows and columns.
• For example, if you copy the formula =A2*5 from row 2 to row 3, the formula will become =A3*5.
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Absolute Cell Reference
• Unlike relative references, absolute references do not change when copied or filled.
• Used to keep a row and column constant
• Designated in a formula by the addition of a dollar sign ($)
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Mixed Cell Reference
• Can precede the column reference or row reference
• For example, • A$2: the row does not
change when copied• $A2: the column does not
change when copied
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Keyboard ShortcutsShortcut Windows/PC Mac
Jump to end of data table Ctrl + (Up/Down/Left/
Right)
Cmd + (Up/Down/Left/
Right)
Jump to end of data table + highlight entire region
Ctrl + Shift + (Up/Down/Left/
Right)
Cmd + Shift + (Up/Down/Left/
Right)
Cycle through cell references F4 Cmd + T
Display formula + highlight inputs F2 Ctrl + U
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SUM and PRODUCTFunctions
Summary: The SUM function returns the sum of selected values. The PRODUCT function returns the product of selected numbers.
Purpose: Add/multiply selected numbers
Return Value: The sum/product of selected values
Syntax: =SUM (number1, [number2], [number3],…)=PRODUCT (number1, [number2], [number3],…)
Arguments:• number1 – The first number or range to add/multiply• number2 – [optional] The second number or range to
add/multiply• numberX – [optional] The Xth number or range to
add/multiply
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SUM and PRODUCT function examples
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IF Function
Summary: The IF function can perform a logical test and return one value for a TRUE result and another for a FALSE result.
Purpose: Test for a specific condition
Return Value: The values you supply for TRUE or FALSE
Syntax: =IF (logical_test, [value_if_true], [value_if_false])
Arguments:• logical_test – An expression that evaluates to TRUE or FALSE• [value_if_true] – [optional] The value to return when logical_test
evaluates to TRUE• [value_if_false] – [optional] The value to return when
logical_test evaluates to FALSE
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=IF(logical_test, [value_if_true], [value_if_false])
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Try Questions 1a and 1b in the “Excel Functions” sheet.
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VLOOKUP Function
Summary: The VLOOKUP function looks for and retrieves data from a specific column in a table.
Purpose: Look up a value in a table by matching on the 1st column
Return Value: The matched value from a table
Syntax: =VLOOKUP (value, table, col_index, [range_lookup])
Arguments:• value – A value to look for in the first column of a table• table – The table from which to retrieve a value • col_index – The column in the table from which to retrieve a
value• [range_lookup] – [optional] TRUE = approximate match
(default). FALSE = exact match
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=VLOOKUP(value, table, col_index, [range_lookup])
Exact match
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=VLOOKUP(value, table, col_index, [range_lookup])
Approximate match(only works when the table is sorted in ascending order & returns the value that is closest to but not greater than the lookup value)
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Try Question 2 in the “Excel Functions” sheet.
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COUNTIF and SUMIFFunctions
Summary: The COUNTIF function counts the number of cells that meet a single criteria. The SUMIF function returns the sum of cells that meet the supplied criteria.
Purpose: Count/sum numbers in a range that match criteria
Return Value: A count/sum of supplied values
Syntax: =COUNTIF (range, criteria)=SUMIF (range, criteria, [sum_range])
Arguments:• range – The range of cells that you want to apply criteria
against• criteria – The criteria used to determine which cells to add• [sum_range] – [optional] The cells to add together. If omitted,
the cells in range are added together instead
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=COUNTIF(range, criteria)
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=SUMIF(range, criteria, [sum_range])
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Try Questions 3 and 4 in the “Excel Functions” sheet.
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COUNTIFS and SUMIFSFunctions
Summary: The COUNTIFS and SUMIFS functions perform the same tasks as their COUNTIF and SUMIF counterparts, but they allow multiple criteria.
Purpose: Count/sum numbers that match multiple criteria
Return Value: The number/sum of cells that meet all criteria
Syntax: =COUNTIFS (range1, criteria1, [range2], [criteria2],…)=SUMIFS (sum_range, range1, criteria1, [range2], [criteria2],…)
Arguments:• sum_range* – The range to be summed• range1 – The first range to evaluate• criteria1 – The criteria to use on range1• [range2] – [optional] The second range to evaluate• [criteria2] – [optional] The criteria to use on [range2]
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=COUNTIFS(range1, criteria1, [range2], [criteria2],…)=SUMIFS(sum_range, range1, criteria1, [range2], [criteria2],…)
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Try Questions 5a and 5b in the “Excel Functions” sheet.
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PivotTables
What is a PivotTable?
• You can think of a PivotTable as a report.
• It provides an interactive view of your data.
• You can look at the same data from many perspectives.
• You can group data into categories, break down data into years and months, filter data to include or exclude categories, and even build charts.
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Try Questions 1a and 1b in the “PivotTable & Calculated Field”
sheet.
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• Useful for aggregate-level calculations
• For example, we can create a calculated Field4 by dividing the sum of Field1 by the sum of Field2
Calculated Fields
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Try Question 2 in the “PivotTable & Calculated Field”
sheet.
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Goal Seek
What is Goal Seek?
• Goal Seek determines input values needed to achieve a specific goal.
• You decide what value you want a cell to evaluate to, and Goal Seek adjusts values used in a formula to get that value.
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Goal Seek Example
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Try the question in the “Goal Seek” sheet.
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Questions?