=A2&" - "&B2&", "&D2&" "&C2

Transcription

1 Intermediate Excel Formulas Concatenate Function allows you to merge data from multiple columns into a single cell. Multiple cell values may be joined together with a separator of double quotes and ampersands ( &. & ). Any text typed in between the ampersand and double quote will print within the cell. In this example, I have 4 columns that represent the employee number, first name, last name and middle initial. If you wish to show all of the data in a single format, the CONCATENATE function works as follows: Choose the first cell reference, then separate the second cell reference with an ampersand ( & ) and a double quote ( ). At this point you may type any text that you wish to have in between the cell values. In the example below, I want to have a space, dash, space between the employee number and the last name. The first part of the formula is written as follows : =A2& &B2 If the equation was complete at this point, the result would be 115 Anderson Complete the equation by using different items between the & & delimiters. Anything between the double quotes will print in the combined field. =A2&" - "&B2&", "&D2&" "&C2

2 Copy Paste Special values once the concatenate function is complete. You may cop and use the PASTE SPECIAL VALUES function to house the values created by the formula. At this point, you may hide or delete the rows used to generate the formula. Date formulas: You may add a number of days from a start date by using a simple equation adding the number of days to a cell reference. This is a nice way to show employee milestones for raises, plan eligibility, expiration dates, etc. The EOMONTH formula will format a date at the end of the month based on the number of months in the second part of the equation. This example shows the end of the month for the CURRENT month, or month 0. If you would like to see the end of the third month from the source: = EOMONTH(H2,3)

3 Text formatting is nice for date fields, but will affect the way a dropdown menu preforms. A TEXT based field is not recognized as a date, so the filter does not know what to do with the data. Text based dropdown no date filter options BEWARE!

4 If then statements will allow you to compute multiple items within a single formula. If then statements must be analyzed before they are written to make sure all of the conditions are met. In the first example we will multiply the OT hours by 1.5 X the pay rate and leave the then part of the formula to compute the remaining items. =IF(C2="OT",D2*E2*1.5,D2*E2) So if the value in C2 is OT, then we will multiply the hours in D2 X the pay rate in E2 X 1.5, otherwise, we simply multiply the Hours times the pay rate. This works fine, but we have 3 qualifiers REG, OT and DT. In this case we should use an embedded if/then statement. These statements are a little more involved, but basically replace the first THEN condition with another IF/THEN statement. =IF(C2="OT",D2*E2*1.5,IF(C2="DT",D2*E2*2,D2*E2)) This allows us to multiply the OT hours by a factor of 1.5 and the DT hours by a factor of 2, and leaved the REG to be computed as straight time with no multiplication factor.

5 IF / OR statements If/Or statements allow you to put two criteria on an if/then statement. If we want to report only the OVERTIME and DOUBLE time hours in a single column, the equation is written as follows: =IF(OR(C2="DT",C2="OT"), D2,0) IF / AND statements If/And statements are really powerful, but can be dangerous, as you have to know that BOTH qualifiers need to be met for the condition to be true. The IF/OR stamen will allow you to satisfy the qualification based on EITHER criteria being met. =IF(AND(C2="REG",LEFT(A2,4)="1000"),D2,0) If the Earn Code is REG and the JOB number is 1000, then report the value, otherwise zero.

6 IF/THEN statements based on cell values. Here we create an if/then statement based on a column heading. This is used to report values in separate columns without hard coding the text field into the formula. REG OT DT =IF(C2=$K$1,D2,0) =IF(C2=$K$1,D2,0) =IF(C2=$K$1,D2,0) SUBSTITUTE =SUBSTITUTE(A1, -, ) LEFT/FIND FORMULA =LEFT(A2,FIND("-",A2)) This formula will locate any values prior to a designated text value

7 Add the following to the formula to show all values to the left of the designated character(s) =LEFT(A2,FIND(" ",A2)-1) =IF(AND(Q2=$R$1,C2="OT"),D2,IF(AND(Q2=$R$1,C2="DT"),D2,0)) Looking for OT and DT values based on the cell value entered in the header. REPT formula Allows you to repeat a specific character X number of times based on a cell value.