Mathematical Operators for Excel

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1 EXCEL ADVANCED 1

2 Mathematical Operators for Excel < > = >= <= <> ^ Less than greater than Equal Greater than or equal Less than or equal Not equal Power of 2

3 Functions SUMIFS Adds the cells in a range that meet multiple criteria COUNTIFS Applies criteria to cells across multiple ranges and counts the number of times all criteria are met The key difference between these and Countif/Sumif is that these allow the use of multiple criteria. Countif/Sumif do not 3

4 Formulas/Functions cont. Can also use FUNCTION WIZARD =IF(Logical test,value_if_true,value_if_false) =PMT(rate/12,nper,pv) =FV(rate,nper,pmt,pv) Returns the FUTURE value of an investment Unless otherwise stated-the pmt is 0 Do NOT have to divide INTEREST RATE by 12, or multiply NPER by 12 (yrs.) =PV(rate,nper,pmt,fv) Returns the PRESENT value of an investment Unless otherwise stated-the pmt is 0 Do NOT have to divide INTEREST RATE by 12, or multiply NPER 4 by 12 (yrs.)

5 Protecting Worksheets 2 step process: 1st-UNLOCK CELLS you want user to change Select cells you want unlocked: HOME tab > FONT group, click on dialogue box launcher, click on PROTECTION tab, and remove check mark from LOCKED choice 5

6 PROTECT SHEETS cont. 2 ND STEP: REVIEW tab > CHANGES group > PROTECT SHEET button select the options you want to be protected > OK 6

7 APPLY CONDITIONAL FORMATTING WITH A RULE Select cell range HOME tab > STYLES group > CONDITIONAL FORMATTING > NEW RULE 7

8 CONDITIONAL FORMATTING WITH A RULE cont. Select a RULE TYPE: Set your parameters: Select the formatting you want by clicking on the button at the bottom 8

9 SORT BY MULTIPLE FIELDS HOME tab > EDITING group > SORT & FILTER Button > CUSTOM SORT For each category you want to sort by, click on the ADD LEVEL button 9

10 AUTOFILTER Select a range of cells containing data. HOME tab > EDITING group > SORT & FILTER button > FILTER Drop-down arrows will now Appear beside each Column heading Select the drop-down arrow and: De-select: SELECT ALL Then select the checkbox beside the option you wish to sort by 10

11 SUBTOTALS You can automatically calculate subtotals and grand totals DATA tab >OUTLINE group > SUBTOTAL button Select the field: At Each Change In Select the function: Use Function Select the field: Add Subtotal to > OK 11

12 DATA TABLES A data table is a range of cells that shows how changing 1 OR 2 variables in your formulas will affect the results of those formulas Can be used to Calculate Options Click DATA tab > WHAT-IF-ANALYSIS, > DATA TABLE 12

13 DATA TABLES cont. For example: on the exam you are asked to create a pmt function and then select a range of cells (B8:I25) to create the data table DO NOT DRAG to select the cell range (click for 1 st cell in range + CTRL key + click last cell in range) The range of cells have interest rates as ROW headings (B3), and nper as the COLUMN headings (B4), In the DATA TABLE: ROW INPUTCELL: click B3, and COLUMN INPUTCELL: click B4, and click OK The DATA TABLE will now fill in the other cells with the interest rates & nper amounts relative to the row & column 13 they ve been copied to

14 PIVOT CHARTS When you create a regular chart: You create 1 chart for each view of the data that you want to see When you create a PIVOT chart: You also create a single chart BUT: You can view the data in different ways by changing the report : Layout OR The detail displayed 14

15 A PivotCHART report always has an associated PivotTABLE REPORT PivotTABLE supplies SOURCE DATA to the PivotChart report. TABLE created automatically when you create a new PivotChart report. Both reports have fields that correspond to each other. When you change the position of a field in one report, other report automatically updates 15

16 PIVOT TABLE Are used to summarize, analyze, explore, and present summary data Select the range INSERT > TABLES group > PivotTable > OK 16

17 PIVOT TABLE Drag the fields you want into the areas you want (Make sure you do NOT select the checkbox before You DRAG into the areas 17

18 PIVOT TABLE cont. Format a PivotTable using a Pivot style Click the DESIGN tab: Light styles Medium styles 18

19 Modify A PivotTable So That A Column Displays The MAXIMUM Value, Instead Of The SUM Select the cell which has the desired COLUMN HEADING OPTIONS tab > ACTIVE FIELD group > FIELD SETTINGS button In the list, select CUSTOM Then the Desired function > OK 19

20 PIVOT CHART BASED ON A PIVOT TABLE OPTIONS tab > TOOLS group > PivotChart button in the PivotChart Filter Pane which pops up when you create the PivotChart Click on the drop-down arrow beside the 1 st category name De-select: SELECT ALL Then select the categories you want to be Able to view in your PivotChart > OK 20

21 PivotTable :Changing the Value Summary (display the values as the percent difference) Right-Click in cell C5. > SUMMARIZE DATA BY > MORE OPTIONS In the VALUE FIELD SETTINGS dialog box > SHOW VALUES AS tab > SHOW VALUES AS drop-down arrow > % DIFFERENCE FROM In the BASE FIELD box, > 2nd Week Feb > OK button 21

22 GOAL SEEK Automatically vary the contents of one cell so that the value of the contents of another cell equals a certain amount Click DATA tab > DATA TOOLS group > "WHAT-IF ANALYSIS" icon > GOAL SEEK In the SET CELL textbox, key in the cell you want the ANSWER to appear in In the BY CHANGING CELL textbox, key in the cell reference you want changed in order to get the desired answer > OK 22

23 FREE TIP OF THE WEEK 23

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