formulas and functions an introduction. formula basics all formulas begin with “=“ simple/common...
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FORMULA
S AND
FUNCTI
ONS
AN
IN
TR
OD
UC
TI O
N
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FORMULA BASICS
All formulas begin with “=“
Simple/common formulas use: * for multiplication / for division + for addiction - for subtraction
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ORDER OF OPERATIONS
1. Parenthesis or brackets1. Do the math in the parenthesis according to the order of
operations before moving on to outside the parenthesis
2. Multiplication and division
3. Addition and subtraction
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GETTING STARTED WITH FORMULAS
Select Formula from the toolbar and select Insert Function
Choose the function from the dialogue box that appears
Enter the desired cells for the function
Useful functions: http://office.microsoft.com/en-us/excel-help/excel-functions-by-catego
ry-HP005204211.aspx
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SUM
Adds up large numbers to get a total
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NOW
=NOW()
Time and date stamps
Don’t forget the () at the end, for today
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DATE
Enters the date for any given day
Important when using dates in other formulas
=DATE(year, month, day)
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YEARFRAC
Shows the fraction of days between two dates
• Important: use the date function to enter dates! See previous slide
=Yearfrac(start_date, end_date)
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CONCATENATE
Joining different texts into 1 sentence.
How?
=CONCATENATE(A1, “ “ , “ate“, “ “ , B1, “ “ , C1)
Make sure to include spaces!
“”’s around spaces and words you insert
Notice the spaces?
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SEPARATING FIRST AND LAST NAMES
This will help you separate the first and last names on a long list, into separate cells.
First, highlight the list and select “Text to columns” in the data dropdown menu
Then, click next.
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Select the separator you want. In this example, we’re using a comma.
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Next, select a destination (cell) to start you new list, and click finish.
This: Becomes this:
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CONDITIONAL FORMATTING
Helps organize data
First, input your information: Then, highlight it:
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Choose “Conditional Formatting” in the toolbar”
Next, you can choose to use bars, colors, or icons to organize the data:
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Color Scale:
Icons:
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RULES
You can edit the rules for conditional formatting, by clicking on “manage rules” in the dropdown menu.
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Here you can change the values for the different colors or icons, and many other options.