AGB 260: Agribusiness Data Literacy. Advanced Functions and Logic

Transcription

1 AGB 260: Agribusiness Data Literacy Advanced Functions and Logic

2 Useful Chapters in the Textbook Regarding this Lecture Chapter 11 Chapter 13 Chapter 14 Some of the other functions in this chapter are scattered throughout the book.

3 Logical Functions in Excel And(logical1,[logical2], ) This function checks to see if all of the logical arguments are true. If any one argument is false, the function returns false. All of the arguments must be true for the function to return true.

4 Logical Functions in Excel Cont. Or(logical1,[logical2], ) This function checks to see if any of the logical arguments are true. If any one argument is true, the function returns true. All of the arguments must be false for the function to return false. Not(logical) This function takes a true statement and turns it false and false statement and turns it to true.

5 Logical Functions in Excel Cont. If(logical_test,[value_if_true],[value_if_false]) This function checks a statement to see if it is true. If the statement is true, then the function will do what is in the [value_if_true] section of the function. If the statement is false, then the function will do what is in the [value_if_false] section of the function. You can nest up to 64 If statements in Excel 2013.

6 Note for Logical Tests Usually when you are doing a logical test that involves text, you must put the text into quotation marks, i.e.,. For example: And(A1= Dec ) is an appropriate way to test if cell A1 has the letters Dec in it. Quotation marks with nothing between them can denote an empty cell, i.e.,.

7 Diagramming Multi-Level If Statements The idea of an If statement is taking one of two paths depending on whether the statement is true or false. If you have embedded If statements, then you can have potentially many paths to keep track of.

8 Diagramming Multi-Level If Statements Cont. Excel has the ability to create diagrams of If statements. This tool is located under the Insert tab on the Smart Art button.

9 Example of a Diagram Depicting an If Statement Statement What to do if the statement is true What to do if the statement is false

10 Example of a Diagram Depicting a Multi-Level If Statement Statement Statement evaluates to true and creates a second statement to test What to do if the statement is false What to do if statement 2 is true What to do if statement 2 is false

11 Quick Note on Diagrams While Smart Art can be a useful tool for making hierarchical diagrams, sometimes the tool can be clumsy to use. In this case, you can use the Shapes button on the Insert tab to make a more free flowing diagram.

12 Contingent Counting Countif(range,criteria) This function counts the set of cells in a range that meets some criteria. Unless you are testing for equality, you need to put the criteria in quotation marks, e.g., =COUNTIF(B2:D4,">=5").

13 Contingent Counting Cont. Countifs(criteria_range1,criteria1, ) This function counts the set of cells in a range that meets a set of criterion. This function allows for more than one criteria. This function can be simulated with the Countif() function by using the And() and Or() functions.

14 Contingent Summing Sumif(range,criteria,[sum_range]) This function sums the numbers in a set of cells in a range that meets some criteria. The last argument is optional and is needed if the range for the criteria is different from the sum range.

15 Contingent Summing Cont. Sumifs(sum_range,criteria_range1,criteria1, [criteria_range2], [criteria2], ) This function sums the numbers in the set of cells in a range that meets a set of criterion. This function allows for more than one criteria. This function can be simulated with the Sumif() function by using the And() and Or() functions.

16 Contingent Averaging Averageif(range,criteria,[average_range]) This function averages the numbers in a set of cells in a range that meets some criteria. The last argument is optional and is needed if the range for the criteria is different from the average range.

17 Contingent Averaging Cont. Averageifs(average_range,criteria_range1,criteria1,[criteria_range2], [criteria2], ) This function averages the numbers in the set of cells in a range that meets a set of criterion. This function allows for more than one criteria. This function can be simulated with the Averageif() function by using the And() and Or() functions.

18 In-Class Activity Given the data in the LogicFunctions worksheet in the Lec3Examples2.xlsx workbook, answer the following questions with your logical operators and contingent functions: Using Countif() and the And() functions, how many females are aged 40 or above? Verify your answer with the Countifs() function. Verify this with the If(), And(), and Sum() functions. You may need to add a column to get this answer.

19 In-Class Activity Cont. Using Countif() and the Or() functions, how many individuals are female or aged 40 or above? Can you use a single Countifs() function to find this answer? If no, what could you do to verify your answer? Using Countif(), And(), and the Not() functions, how many individuals are not females who are aged 40 or above?

20 In-Class Activity Cont. Using the Sum() function and the logical operators discussed in Lecture 2, how much total/aggregate income do the individuals who make over 75,000 have? Verify this with the Sumif() function. Using the Sum() function and the logical operators discussed in Lecture 2, how much total/aggregate income do the male individuals who make over 75,000 have? Verify this with the Sumifs() function. Using the Averageifs() function, what is the average income for males earning over 75,000?

21 Quick Note on Conditional Sums and Averages To verify your answers, it is sometimes useful to use the filter button that is located on the Data Ribbon. Use the Filter tool to check your answer for the question: how much total/aggregate income do the male individuals who make over 75,000 have?

22 Lookup Functions Hlookup(lookup_value,table_array, row_index_num,[range_lookup]) This function looks for a value in the top row of a table and returns a value in the same column for a row you specify. The first row needs to be sorted in ascending order.

23 Lookup Functions Cont. Vlookup(lookup_value,table_array, col_index_num,[range_lookup]) This function looks for a value in the left most column of a table and returns a value in the same row for a column you specify. The first column needs to be sorted in ascending order.

24 Lookup Functions Cont. Index(array,row_num,col_num) This function returns the value of the cell at the intersection of a particular row and column in a given range. This function is useful when used with other functions, especially the Match() function.

25 Lookup Functions Cont. Match(lookup_value,lookup_array, [match_type]) This function returns the position of an item in an array that matches a value in a specified order. It has the optional argument of 0 for exact match, -1 for greater than, and 1 for less than the matching term.

26 In-Class Activity Given the data in the LogicFunctions worksheet in the Lec3Examples2.xlsx workbook, do the following with your Lookup functions: In row F, you have a number that represents a level of schooling where the number is deciphered from the information in cells A29:B34. In a new column, write a formula using a Lookup function that will transform the numbers into written education levels. Write an If() statement that will do the same. Which is easier?

27 In-Class Activity Cont. Given the data in the Lookup- Example2 worksheet in the Lec3Examples2.xlsx workbook, do the following with your Lookup functions: Use a horizontal lookup function to find what number is in column 5, row 3. What number do you get?

28 In-Class Activity Cont. Use a vertical lookup function to find what number is in column 5, row 3. What number do you get? If you wanted to change each of these formulas so they give you the correct division result, what change(s) would you need to make?

29 In-Class Activity Cont. Use the index function to lookup what is in the column 5 and row 3 of the table in A1:P16. What change would you need to make to give the appropriate answer if you wanted the answer to the row divided by the column? Write four different match functions that look up the row where 5 shows up in columns A, B, C, and D.

30 In-Class Activity Cont. In the Match-IndexExample tab, use the match and Index functions in cell B19 that returns the corresponding sales for the name in B17 and the year in B18. Your function that you write should be dynamic so that when you change the name or year, your sales result will change.

31 The Offset Function Offset(reference,rows,cols,[height],[width]) This function returns a reference to a range that is given a number of rows and columns from a given reference. The offset function can be a useful function when you want to transform monthly tabular data into linear data. The reference argument tells you what cell you want to start your offset from

32 The Offset Function Cont. The rows argument tell you how many rows you would like to change from your reference. The cols argument tell you how many columns you would like to change from your reference. The height argument tells you how many rows you are going to capture. The width argument tells you how many columns you are going to capture.

33 Error Functions Iferror(value,value_if_error) This function checks to see if there is an error in a particular cell/value. If there is no error, then the function returns a the value. If there is an error, the function will return the value you specify. Iserror(value) This function checks to see if the value is an error and returns true or false.

34 The Aggregate Function Aggregate(function_num,options,array, [k]) Aggregate(function_num,options,ref1, ) This function is a very powerful function that has two different sets of arguments. This function can apply different aggregate functions, e.g., Average(), Count(), Max(), etc., to a list or database and has the ability to ignore hidden rows and errors in cells.

35 Text Searching Functions Search(find_text,within_text,[start_num]) This function searches for the first occurrence of a character past the start number, which is optionally set to 1, inside of a given text reading left to right. This function is not case sensitive. Find(find_text,within_text,[start_num]) This function searches for the first occurrence of a character past the start number, which is optionally set to 1, inside of a given text reading left to right. This function is case sensitive.

36 Text Functions Upper(text) Converts a text string to all uppercase letters. Lower(text) Converts a text string to all lowercase letters. Proper(text) Converts the first letter in each word that is part of a string to uppercase and makes all the other letters lower case. Mid(text,start_num,num_chars) This function extracts a certain number of characters from a given text given a starting position and length.

37 Conversion and Indirect Functions Convert(number,from_unit,to_unit) This function will convert a number that is specified in one type of unit, e.g., feet, to another number that is in another unit, e.g., meters. Indirect(ref_text,[a1]) This function returns the reference specified by a text string.

38 In-Class Activity Given the data in the OffsetExample1 worksheet in the Lec3Examples2.xlsx workbook, examine the following with offset: Reference is A1, Rows =1, Cols =1, Height =1, Width =1 Reference is B2, Rows =1, Cols =1, Height =1, Width =1 Reference is B2, Rows =-1, Cols =1, Height =1, Width =1

39 In-Class Activity Cont. Reference is B2, Rows =-1, Cols =-1, Height =1, Width =1 Reference is A1, Rows =1, Cols =1, Height =1, Width =2 Reference is A1, Rows =1, Cols =1, Height =2, Width =1 Reference is A1, Rows =1, Cols =1, Height =2, Width =1

40 In-Class Activity Cont. Given the data in the OffsetExample2 worksheet in the Lec3Examples2.xlsx workbook, create a function that will take the tabular data for prices and turns it into prices being in just one column. Using the Mod() and Row() Functions to create a cycle of numbers from 1 through 12 that goes from A17 to A173. Write an if function that generates the correct year starting with 2001.

41 In-Class Activity Cont. Use a lookup function to generate the months. Use an Offset() function to put the prices in column form.

42 In-Class Activity Cont. Given the data in the ErrorAndTextExample worksheet in the Lec3Examples2.xlsx workbook, investigate the following: In column B, calculate 12 divided by the number in Column A. In column C, do the same as above except use the Iferror() function to make any error that might occur from the division into the word Undefined.

43 In-Class Activity Cont. In Column D, write an If statement using the Iserror() function to do the same as the previous. In column B, sum up the values. What do you get? In Column B, use the Aggregate() function to do the Sum() and ignore the errors.

44 In-Class Activity Cont. Use the Search() function in cell B17, to tell you where the first occurrence is of the letter t and T for the text in A14. Use the Match() function in cell B18, to tell you where the first occurrence is of the letter t and T for the text in A14. Examine the Uppercase, Lowercase, Proper Case, Mid, and Convert Examples.