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Tutorial 7:
Using Advanced Functions and
   Conditional Formatting

  Microsoft Excel 2010
            ®      ®
Visual Overview                      XP




New Perspectives on Microsoft Excel 2010        2
Logical Functions                    XP




New Perspectives on Microsoft Excel 2010        3
Working with Logical Functions                 XP


      • 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




New Perspectives on Microsoft Excel 2010                  4
Inserting Calculated Columns in an                      XP
      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


New Perspectives on Microsoft Excel 2010                           5
Creating Excel Table Fields                         XP


      • 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




New Perspectives on Microsoft Excel 2010                       6
Using the IF Function                              XP


      • 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:




New Perspectives on Microsoft Excel 2010                      7
Using the IF Function                XP




New Perspectives on Microsoft Excel 2010        8
Using the IF Function                XP




New Perspectives on Microsoft Excel 2010        9
Using the AND Function                          XP


      • 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:



New Perspectives on Microsoft Excel 2010                   10
Using the AND Function               XP




New Perspectives on Microsoft Excel 2010        11
Using the AND Function               XP




New Perspectives on Microsoft Excel 2010        12
Using the AND Function               XP




New Perspectives on Microsoft Excel 2010        13
Using the OR Function                           XP


      • 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:




New Perspectives on Microsoft Excel 2010                   14
Using the OR Function                XP




New Perspectives on Microsoft Excel 2010        15
Using Structured References to Create
                                          XP
      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




New Perspectives on Microsoft Excel 2010                  16
Using Structured References to Create
                                          XP
      Formulas in Excel Tables




New Perspectives on Microsoft Excel 2010       17
Visual Overview                      XP




New Perspectives on Microsoft Excel 2010        18
Nested IFs and Lookup Tables         XP




New Perspectives on Microsoft Excel 2010        19
Creating Nested IFs                             XP


      • 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




New Perspectives on Microsoft Excel 2010                   20
Creating Nested IFs                  XP




New Perspectives on Microsoft Excel 2010        21
Creating Nested IFs                  XP




New Perspectives on Microsoft Excel 2010        22
Using Lookup Tables and Functions
                                      XP


      • 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
New Perspectives on Microsoft Excel 2010                  23
Using Lookup Tables and Functions
                                      XP


      • Lookup values (value you are trying to find)
         – Need to match one of the compare values
         – Can be used as part of a formula




New Perspectives on Microsoft Excel 2010               24
Using the VLookup Function to Find               XP
      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:




New Perspectives on Microsoft Excel 2010                    25
Using the VLookup Function to Find   XP
      an Exact Match




New Perspectives on Microsoft Excel 2010        26
Using the VLOOKUP Function to Find XP
      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



New Perspectives on Microsoft Excel 2010                  27
Using the VLOOKUP Function to Find XP
      an Approximate Match




New Perspectives on Microsoft Excel 2010      28
Looking Up Values Using the                   XP
      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:


New Perspectives on Microsoft Excel 2010                 29
Looking Up Values Using the                    XP
      HLOOKUP Function
      • Major difference between HLOOKUP and
        VLOOKUP functions is the way lookup tables
        are organized




New Perspectives on Microsoft Excel 2010                  30
Using the IFERROR Function                     XP


      • 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



New Perspectives on Microsoft Excel 2010                  31
Excel Error Values                          XP


      • Excel error values are not particularly
        descriptive or helpful




New Perspectives on Microsoft Excel 2010               32
Using the IFERROR Function                      XP


      • 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:


New Perspectives on Microsoft Excel 2010                   33
Using the IFERROR Function           XP




New Perspectives on Microsoft Excel 2010        34
Visual Overview                      XP




New Perspectives on Microsoft Excel 2010        35
Conditional Formatting               XP




New Perspectives on Microsoft Excel 2010        36
Conditional Formatting                                XP

      • 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




New Perspectives on Microsoft Excel 2010                         37
Using the Conditional Formatting                  XP
      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


New Perspectives on Microsoft Excel 2010                     38
Using the Conditional Formatting     XP
      Rules Manager




New Perspectives on Microsoft Excel 2010        39
Using the Conditional Formatting     XP
      Rules Manager




New Perspectives on Microsoft Excel 2010        40
Using the Conditional Formatting     XP
      Rules Manager




New Perspectives on Microsoft Excel 2010        41
Summarizing Data Conditionally                   XP


      • Use COUNTIF, SUMIF, and AVERAGEIF
        functions to calculate a conditional count,
        sum, or average using only cells that meet a
        particular condition




New Perspectives on Microsoft Excel 2010                    42
Using the COUNTIF Function                     XP


      • Calculates the number of cells in a range that
        match specified criteria
      • Sometimes referred to as a conditional count
      • Syntax:




New Perspectives on Microsoft Excel 2010                  43
Using the COUNTIF Function           XP




New Perspectives on Microsoft Excel 2010        44
Using the SUMIF Function                       XP


      • Adds values in a range that meet your criteria
      • Also called a conditional sum
      • Syntax:




New Perspectives on Microsoft Excel 2010                  45
Using the AVERAGEIF Function                    XP


      • Similar to SUMIF function
      • Calculates the average of values in a range
        that meet criteria you specify
      • Syntax:




New Perspectives on Microsoft Excel 2010                   46
Using the AVERAGEIF Function         XP




New Perspectives on Microsoft Excel 2010        47

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Tutorial 7: Advanced Functions and Conitional Formating

  • 1. Tutorial 7: Using Advanced Functions and Conditional Formatting Microsoft Excel 2010 ® ®
  • 2. Visual Overview XP New Perspectives on Microsoft Excel 2010 2
  • 3. Logical Functions XP New Perspectives on Microsoft Excel 2010 3
  • 4. Working with Logical Functions XP • 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 New Perspectives on Microsoft Excel 2010 4
  • 5. Inserting Calculated Columns in an XP 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 New Perspectives on Microsoft Excel 2010 5
  • 6. Creating Excel Table Fields XP • 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 New Perspectives on Microsoft Excel 2010 6
  • 7. Using the IF Function XP • 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: New Perspectives on Microsoft Excel 2010 7
  • 8. Using the IF Function XP New Perspectives on Microsoft Excel 2010 8
  • 9. Using the IF Function XP New Perspectives on Microsoft Excel 2010 9
  • 10. Using the AND Function XP • 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: New Perspectives on Microsoft Excel 2010 10
  • 11. Using the AND Function XP New Perspectives on Microsoft Excel 2010 11
  • 12. Using the AND Function XP New Perspectives on Microsoft Excel 2010 12
  • 13. Using the AND Function XP New Perspectives on Microsoft Excel 2010 13
  • 14. Using the OR Function XP • 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: New Perspectives on Microsoft Excel 2010 14
  • 15. Using the OR Function XP New Perspectives on Microsoft Excel 2010 15
  • 16. Using Structured References to Create XP 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 New Perspectives on Microsoft Excel 2010 16
  • 17. Using Structured References to Create XP Formulas in Excel Tables New Perspectives on Microsoft Excel 2010 17
  • 18. Visual Overview XP New Perspectives on Microsoft Excel 2010 18
  • 19. Nested IFs and Lookup Tables XP New Perspectives on Microsoft Excel 2010 19
  • 20. Creating Nested IFs XP • 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 New Perspectives on Microsoft Excel 2010 20
  • 21. Creating Nested IFs XP New Perspectives on Microsoft Excel 2010 21
  • 22. Creating Nested IFs XP New Perspectives on Microsoft Excel 2010 22
  • 23. Using Lookup Tables and Functions XP • 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 New Perspectives on Microsoft Excel 2010 23
  • 24. Using Lookup Tables and Functions XP • Lookup values (value you are trying to find) – Need to match one of the compare values – Can be used as part of a formula New Perspectives on Microsoft Excel 2010 24
  • 25. Using the VLookup Function to Find XP 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: New Perspectives on Microsoft Excel 2010 25
  • 26. Using the VLookup Function to Find XP an Exact Match New Perspectives on Microsoft Excel 2010 26
  • 27. Using the VLOOKUP Function to Find XP 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 New Perspectives on Microsoft Excel 2010 27
  • 28. Using the VLOOKUP Function to Find XP an Approximate Match New Perspectives on Microsoft Excel 2010 28
  • 29. Looking Up Values Using the XP 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: New Perspectives on Microsoft Excel 2010 29
  • 30. Looking Up Values Using the XP HLOOKUP Function • Major difference between HLOOKUP and VLOOKUP functions is the way lookup tables are organized New Perspectives on Microsoft Excel 2010 30
  • 31. Using the IFERROR Function XP • 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 New Perspectives on Microsoft Excel 2010 31
  • 32. Excel Error Values XP • Excel error values are not particularly descriptive or helpful New Perspectives on Microsoft Excel 2010 32
  • 33. Using the IFERROR Function XP • 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: New Perspectives on Microsoft Excel 2010 33
  • 34. Using the IFERROR Function XP New Perspectives on Microsoft Excel 2010 34
  • 35. Visual Overview XP New Perspectives on Microsoft Excel 2010 35
  • 36. Conditional Formatting XP New Perspectives on Microsoft Excel 2010 36
  • 37. Conditional Formatting XP • 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 New Perspectives on Microsoft Excel 2010 37
  • 38. Using the Conditional Formatting XP 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 New Perspectives on Microsoft Excel 2010 38
  • 39. Using the Conditional Formatting XP Rules Manager New Perspectives on Microsoft Excel 2010 39
  • 40. Using the Conditional Formatting XP Rules Manager New Perspectives on Microsoft Excel 2010 40
  • 41. Using the Conditional Formatting XP Rules Manager New Perspectives on Microsoft Excel 2010 41
  • 42. Summarizing Data Conditionally XP • Use COUNTIF, SUMIF, and AVERAGEIF functions to calculate a conditional count, sum, or average using only cells that meet a particular condition New Perspectives on Microsoft Excel 2010 42
  • 43. Using the COUNTIF Function XP • Calculates the number of cells in a range that match specified criteria • Sometimes referred to as a conditional count • Syntax: New Perspectives on Microsoft Excel 2010 43
  • 44. Using the COUNTIF Function XP New Perspectives on Microsoft Excel 2010 44
  • 45. Using the SUMIF Function XP • Adds values in a range that meet your criteria • Also called a conditional sum • Syntax: New Perspectives on Microsoft Excel 2010 45
  • 46. Using the AVERAGEIF Function XP • Similar to SUMIF function • Calculates the average of values in a range that meet criteria you specify • Syntax: New Perspectives on Microsoft Excel 2010 46
  • 47. Using the AVERAGEIF Function XP New Perspectives on Microsoft Excel 2010 47