Excel if begins with function

Explanation 

The core of this formula is COUNTIF, which is configured to count three separate values using wildcards:

COUNTIF(B5,{"x*","y*","z*"})

The asterisk (*) is a wildcard for one or more characters, so it is used to create a «begins with» test.

The values in the criteria are supplied in an «array constant», a hard-coded list of items with curly braces on either side.

When COUNTIF receives the criteria in an array constant, it will return multiple values, one per item in the list. Because we are only giving COUNTIF a one-cell range, it will only return two possible values for each criteria: 1 or 0.

In cell C5, COUNTIF evaluates to {0,0,0}. In cell C9, COUNTIF evaluates to: {0,1,0}. In each case, the first item is the result of criteria «x*», the second is from criteria «y*», and the third result is from criteria «z*».

Because we are testing for 3 criteria with OR logic, we only care if any result is not zero. To check this, we add up all items using the SUM function, and, to force a TRUE/FALSE result, we add «>0» to evaluate the result of SUM. In cell C5, we have:

=SUM({0,0,0})>0

Which evaluates to FALSE.

More criteria

The example shows 3 criteria (begins with x, y, or z) , but you add more criteria as needed.

Conditional formatting

Since this formula returns TRUE / FALSE, you can use it as-is to highlight values using conditional formatting.

IF function

The IF function is one of the most popular functions in Excel, and it allows you to make logical comparisons between a value and what you expect.

So an IF statement can have two results. The first result is if your comparison is True, the second if your comparison is False.

For example, =IF(C2=”Yes”,1,2) says IF(C2 = Yes, then return a 1, otherwise return a 2).

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Use the IF function, one of the logical functions, to return one value if a condition is true and another value if it’s false.

IF(logical_test, value_if_true, [value_if_false])

For example:

  • =IF(A2>B2,»Over Budget»,»OK»)

  • =IF(A2=B2,B4-A4,»»)

Argument name

Description

logical_test    (required)

The condition you want to test.

value_if_true    (required)

The value that you want returned if the result of logical_test is TRUE.

value_if_false    (optional)

The value that you want returned if the result of logical_test is FALSE.

Simple IF examples

Cell D2 contains a formula =IF(C2="Yes",1,2)

  • =IF(C2=”Yes”,1,2)

In the above example, cell D2 says: IF(C2 = Yes, then return a 1, otherwise return a 2)

Cell D2 contains the formula =IF(C2=1,"YES","NO")

  • =IF(C2=1,”Yes”,”No”)

In this example, the formula in cell D2 says: IF(C2 = 1, then return Yes, otherwise return No)As you see, the IF function can be used to evaluate both text and values. It can also be used to evaluate errors. You are not limited to only checking if one thing is equal to another and returning a single result, you can also use mathematical operators and perform additional calculations depending on your criteria. You can also nest multiple IF functions together in order to perform multiple comparisons.

Formula in cell D2 is =IF(C2>B2,”Over Budget”,”Within Budget”)

  • =IF(C2>B2,”Over Budget”,”Within Budget”)

In the above example, the IF function in D2 is saying IF(C2 Is Greater Than B2, then return “Over Budget”, otherwise return “Within Budget”)

Formula in cell E2 is =IF(C2>B2,C2-B2,"")

  • =IF(C2>B2,C2-B2,0)

In the above illustration, instead of returning a text result, we are going to return a mathematical calculation. So the formula in E2 is saying IF(Actual is Greater than Budgeted, then Subtract the Budgeted amount from the Actual amount, otherwise return nothing).

Formula in Cell F7 is IF(E7=”Yes”,F5*0.0825,0)

  • =IF(E7=”Yes”,F5*0.0825,0)

In this example, the formula in F7 is saying IF(E7 = “Yes”, then calculate the Total Amount in F5 * 8.25%, otherwise no Sales Tax is due so return 0)

Note: If you are going to use text in formulas, you need to wrap the text in quotes (e.g. “Text”). The only exception to that is using TRUE or FALSE, which Excel automatically understands.

Common problems

Problem

What went wrong

0 (zero) in cell

There was no argument for either value_if_true or value_if_False arguments. To see the right value returned, add argument text to the two arguments, or add TRUE or FALSE to the argument.

#NAME? in cell

This usually means that the formula is misspelled.

Need more help?

You can always ask an expert in the Excel Tech Community or get support in the Answers community.

Connect with an expert. Learn from live instructors.

See Also

IF function — nested formulas and avoiding pitfalls

IFS function

Using IF with AND, OR and NOT functions

COUNTIF function

How to avoid broken formulas

Overview of formulas in Excel

Need more help?

  1. 11-23-2005, 11:29 AM


    #1

    Cecil is offline


    Registered User


    IF Function — Begins With

    How do I apply the «begins with» filter to an IF statement? I would like to test a match on the first 3 characters of a string in a given cell?


  2. 11-23-2005, 11:42 AM


    #2

    Cecil,

    =IF(LEFT(A1,3)=»ABCD»,A1,»»)

    This will look at the 3 leftmost characters and return a value if it is true.

    Regards,

    Steve


  3. 11-23-2005, 11:44 AM


    #3

    Cecil,

    =IF(LEFT(A1,3)=»ABC»,A1,»»)

    Only indicate 3 characters in quotes. My last example had 4. Sorry!

    Cheers,

    Steve


  4. 11-23-2005, 11:57 AM


    #4

    Cecil is offline


    Registered User


    Yes, that’s it! Thanks, Steve.


  5. 12-01-2016, 02:33 PM


    #5

    Jencentric is offline


    Registered User


    Question Re: IF Function — Begins With

    Would this formula work on numbers, or do I need to change the numbers to text first?


  6. 12-01-2016, 02:41 PM


    #6

    Re: IF Function — Begins With

    Welcome to the board.

    What happened when you tried?

    Entia non sunt multiplicanda sine necessitate


  7. 12-01-2016, 03:10 PM


    #7

    Jencentric is offline


    Registered User


    Re: IF Function — Begins With

    Thanks! Long time lurker/learner from these forums, first time responding!

    I got an answer, but it wasn’t the right one. It didn’t error out.
    I think I’m going to try to do something along the line of the below since it is a number (once my brain can wrap around where this AND function goes along with the AND and ORs I already have going on…)

    =IF(AND(C1>=A1,C1<=B1),»between»,»not between»)

    (from: http://www.mrexcel.com/forum/excel-q…wo-values.html)


  8. 12-01-2016, 03:22 PM


    #8

    Re: IF Function — Begins With


  9. 03-16-2021, 11:20 AM


    #9

    mintyfresh2020 is offline


    Registered User


    Angry Re: IF Function — Begins With

    so I need to do something like if a3 starts with a then j3 has this output, or if a3 starts with x then j3has this output, I’m getting lost in the nesting


  10. 03-17-2021, 01:56 AM


    #10

    Re: IF Function — Begins With

    Quote Originally Posted by mintyfresh2020
    View Post

    so I need to do something like if a3 starts with a then j3 has this output, or if a3 starts with x then j3has this output, I’m getting lost in the nesting

    Administrative Note:

    Welcome to the forum.

    We are happy to help, however whilst you feel your request is similar to this thread, experience has shown that things soon get confusing when answers refer to particular cells/ranges/sheets which are unique to your post and not relevant to the original.

    Please see

    Forum Rule #4 about hijacking and start a new thread for your query.

    If you are not familiar with how to start a new thread see the FAQ: How to start a new thread

    1. Use code tags for VBA. [code] Your Code [/code] (or use the # button)
    2. If your question is resolved, mark it SOLVED using the thread tools
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    Regards
    Ford


  11. 06-04-2021, 12:51 PM


    #11

    Toolman954 is offline


    Registered User


    Re: IF Function — Begins With

    I am in need of an IF Function that will check the first three characters in Column B and Set a Text Value in Column A for that row

    Example: If Cell B1 = P42ABC123N, Then cell A1 is set to «F32»

    IF B1 Begins with P21, Set A1 to F21 or,
    If B1 Begins with P24, Set A1 to F24 or,
    If B1 Begins with P28, Set A1 to F28 or,
    If B1 Begins with P12, Set A1 to F32 or,
    If B1 Begins with P32, Set A1 to F32 or,
    If B1 Begins with P42, Set A1 to F32 or,
    If B1 Begins with P33, Set A1 to S33 or,
    If B1 Begins with P46, Set A1 to S46


  12. 06-04-2021, 12:52 PM


    #12

    Re: IF Function — Begins With

    Administrative Note:

    Welcome to the forum.

    We are happy to help, however whilst you feel your request is similar to this thread, experience has shown that things soon get confusing when answers refer to particular cells/ranges/sheets which are unique to your post and not relevant to the original.

    Please see

    Forum Rule #4 about hijacking and start a new thread for your query.

    If you are not familiar with how to start a new thread see the FAQ: How to start a new thread

    Ali


    Enthusiastic self-taught user of MS Excel who’s always learning!
    Don’t forget to say «thank you» to anyone who has offered you help in your thread. You can reward them by clicking on * Add Reputation below theur user name on the left, if you wish.

    Forum Rules (updated September 2018): please read them here.
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What is IF Function in Excel?

IF function in Excel evaluates whether a given condition is met and returns a value depending on whether the result is “true” or “false”. It is a conditional function of Excel, which returns the result based on the fulfillment or non-fulfillment of the given criteria.

For example, the IF formula in Excel can be applied as follows:

 “=IF(condition A,“value B”,“value C”)”

 The IF excel function returns “value B” if condition A is met and returns “value C” if condition A is not met.

It is often used to make logical interpretations which help in decision-making.

Table of contents
  • What is IF Function in Excel?
    • Syntax of the IF Excel Function
    • How to Use IF Function in Excel?
      • Example #1
      • Example #2
      • Example #3
      • Example #4
      • Example #5
    • Guidelines for the Multiple IF Statements
    • Frequently Asked Question
    • IF Excel Function Video
    • Recommended Articles

Syntax of the IF Excel Function

The syntax of the IF function is shown in the following image:

Excel IF Formula

The IF excel function accepts the following arguments:

  • Logical_test: It refers to the condition to be evaluated. The condition can be a value or a logical expression.
  • Value_if_true: It is the value returned as a result when the condition is “true”.
  • Value_if_false: It is the value returned as a result when the condition is “false”.

In the formula, the “logical_test” is a required argument, whereas the “value_if_true” and “value_if_false” are optional arguments.

The IF formula uses logical operators to evaluate the values in a range of cells. The following table shows the different logical operatorsLogical operators in excel are also known as the comparison operators and they are used to compare two or more values, the return output given by these operators are either true or false, we get true value when the conditions match the criteria and false as a result when the conditions do not match the criteria.read more and their meaning.

Operator Meaning
= Equal to
> Greater than
>= Greater than or equal to
< Less than
<= Less than or equal to
<> Not equal to

How to Use IF Function in Excel?

Let us understand the working of the IF function with the help of the following examples in Excel.

You can download this IF Function Excel Template here – IF Function Excel Template

Example #1

If there is no oxygen on a planet, life is impossible. If oxygen is available on a planet, then life is possible. The following table shows a list of planets in column A and the information on the availability of oxygen in column B. We have to find the planets where life is possible, based on the condition of oxygen availability.

IF Function Example 1

Let us apply the IF formula to cell C2 to find out whether life is possible on the planets listed in the table.

The IF formula is stated as follows:

“=IF(B2=“Yes”, “Life is Possible”, “Life is Not Possible”)

The succeeding image shows the IF formula applied to cell C2.

IF Function Example 1-2

The subsequent image shows how the IF formula is applied to the range of cells C2:C5.

IF Function Example 1-4

Drag the cells to view the output of all the planets.

IF Function Example 1-3

The output in the below worksheet shows life is possible on the planet Earth.

Flow Chart of Generic IF Excel Function

Flow Chart of IF Function

The IF Function Flow Chart for Mars (Example #1)

Flow Chart of IF Function 1

The flow of IF function flowchart for Jupiter and Venus is the same as the IF function flowchart for Mars (Example #1).

The IF Function Flow Chart for Earth

Flow Chart of IF Function 2

Hence, the IF excel function allows making logical comparisons between values. The modus operandi of the IF function is stated as: If something is true, then do something; otherwise, do something else.

Example #2

The following table shows a list of years. We want to find out if the given year is a leap year or not.

A leap year has 366 days; the extra day is the 29th of February. The criteria for a leap year are stated as follows:

  1. The year will be exactly divisible by 4 and not exactly be divisible by 100 or
  2. The year will be exactly divisible by 400.

IF Function Example 2

In this example, we will use the IF function along with the AND, OR, and MOD functions to find the leap years.

We use the MOD function to find a remainder after a dividend is divided by a divisor.

The AND functionThe AND function in Excel is classified as a logical function; it returns TRUE if the specified conditions are met, otherwise it returns FALSE.read more evaluates both the conditions of the leap years for the value “true”. The OR functionThe OR function in Excel is used to test various conditions, allowing you to compare two values or statements in Excel. If at least one of the arguments or conditions evaluates to TRUE, it will return TRUE. Similarly, if all of the arguments or conditions are FALSE, it will return FASLE.read more evaluates either of the condition for the value “true”.

We will apply the MOD function to the conditions as follows:

If MOD(year,4)=0 and MOD(year,100)<>(is not equal to) 0, then the year is a leap year.

or

If MOD(year,400)=0, then the year is a leap year; otherwise, the year is not a leap year.

The IF formula is stated as follows:

“=IF(OR(AND((MOD(year,4)=0),(MOD(year,100)<>0)),(MOD(year,400)=0)),“Leap Year”, “Not A Leap Year”)”

The argument “year” refers to a reference value.

The following images show the output of the IF formula applied in the range of cells.

IF Function Example 2-1

IF Function Example 2-2

The following image shows how the IF formula is applied to the range of cells B2:B18.

IF Function Example 2-4

The succeeding table shows the years 1960, 2028, and 2148 as leap years and the remaining as non-leap years.

IF Function Example 2-3

The result of the IF excel formula is displayed for the range of cells B2:B18 in the following image.

IF Function Example 2-5

Example #3

The succeeding table shows a list of drivers and the directions they undertook to reach the destination.  It is preceded by an image of the road intersection explaining the turns taken by the drivers and their destinations. The right turn leads to town B, and the left turn leads to town C. Identify the driver’s destination to town B and town C.

Road Intersection Image

IF Function (Destination Example)

IF Function Example 3-1

Let us apply the IF excel function to find the destination. Here, the condition is mentioned as follows:

  • If the driver turns right, he/she reaches town B.
  • If the driver turns left, he/she reaches town C.

We use the following IF formula to find the destination:

 “=IF(B2=“Left”, “Town C”, “Town B”)”

The succeeding image shows the output of the IF formula applied to cell C2.

IF Function Example 3-2

Drag the cells to use the formula in the range C2:C11. Finally, we get the destinations of each driver for their turning movements.

The below image displays the IF formula applied to the range.

IF Function Example 3-3

The output of the IF formula and the destinations are displayed in the succeeding image.

IF Function Example 3-4

The result shows that six drivers reached town C, and the remaining four have reached town B.

Example #4

The following table shows a list of items and their inventory levels. We want to check if the specific item is available in the inventory or not using the IF function.

Example 4

Let us list the name of items in column A and the number of items in column B. The list of data to be validated for the entire items list is shown in the cell E2 of the below image.

Example 4-1

We use the Excel IF along with the VLOOKUP functionThe VLOOKUP excel function searches for a particular value and returns a corresponding match based on a unique identifier. A unique identifier is uniquely associated with all the records of the database. For instance, employee ID, student roll number, customer contact number, seller email address, etc., are unique identifiers.
read more
to check the availability of the items in the inventory.

The VLOOKUP function looks up the values referring to the number of items, and the IF function will check whether the item number is greater than zero or not.

We will apply the following IF formula in the F2 cell:

“=IF(VLOOKUP(E2,A2:B11,2,0)=0, “Item Not Available”,“Item Available”)”

If the lookup value of an item is equal to 0, then the item is not available; else, the item is available.

The succeeding image shows the result of the IF formula in the cell F2.

Example 4-2

Select “bat” in the E2 item cell to know whether the item is available or not in the inventory (as shown in the following image).

Example 4-3

Example #5

The following table shows the list of students and their marks. The grade criteria are provided based on the marks obtained by the students.  We want to find the grade of each student in the list.

Example 4-4

We apply the  Nested IF in Excel since we have multiple criteria to find and decide each student’s grade.

The Nesting of IF function uses the IF function inside another IF formula when multiple conditions are to be fulfilled.

The syntax of Nesting of IF function is stated as follows:

“=IF( condition1, value_if_true1, IF( condition2, value_if_true2, value_if_false2 ))”

The succeeding table represents the range of scores and the grades, respectively.

Example 4-5

Let us apply the multiple IF conditions with AND function in the below-nested formula to find out the grade of the students:

“=IF((B2>=95),“A”,IF(AND(B2>=85,B2<=94),“B”,IF(AND(B2>=75,B2<=84),“C”,IF(AND(B2>=61,B2<=74),“D”,“F”))))”

The IF function checks the logical condition as shown in the formula below:

“=IF(logical_test, [value_if_true],[value_if_false])”

We will split the above-mentioned nested formula and check the IF statements as shown below:

First Logical Test: B2>=95

If the formula returns,

  • Value_if_true, execute: “A” (Grade A) else(comma) enter value_if_false
  • Value_if_false, then the formula finds another IF condition and enter IF condition

Second Logical Test: B2>=85(logical expression 1) and B2<=94(logical expression 2)

(We use AND function to check the multiple logical expressions as the two given conditions are to be evaluated for “true.”)

If the formula returns,

  • Value_if_true,  execute: “B” (Grade B) else(comma) enter value_if_false
  • Value_if_false, then the formula finds another IF condition and enter IF condition

Third Logical Test: B2>=75(logical expression 1) and B2<=84(logical expression 2)

(We use AND function to check the multiple logical expressions as the two given conditions are to be evaluated for “true.”)

If the formula returns,

  • Value_if_true,  execute: “C” (Grade C) else(comma) enter value_if_false
  • value_if_false, then the formula finds another IF condition and enter IF condition

Fourth Logical Test: B2>=61(logical expression 1) and B2<=74(logical expression 2)

(We use AND function to check the multiple logical expressions as the two given conditions are to be evaluated for “true.”)

If the formula returns,

  • Value_if_true, execute: “D” (Grade D) else(comma) enter value_if_false
  • Value_if_false, execute: “F” (Grade F)
  • Finally, close the parenthesis.

 The below image displays the output of the IF formula applied to the range.

Example 4-6

The succeeding image shows the IF nested formula applied to the range.

Example 4-7

The grades of the students are listed in the following table.

Example 4-8

Guidelines for the Multiple IF Statements

The guidelines for the multiple IF statements are listed as follows:

  • Use nested IF function to a limited extent as multiple IF statements require a great deal of thought to be accurate.
  • Multiple IF statementsIn Excel, multiple IF conditions are IF statements that are contained within another IF statement. They are used to test multiple conditions at the same time and return distinct values. Additional IF statements can be included in the ‘value if true’ and ‘value if false’ arguments of a standard IF formula.read more require multiple parentheses (), which is often difficult to manage. Excel provides a way to check the color of each opening and closing parenthesis to avoid this situation. The last closing parenthesis color will always be black, denoting the end of the formula statement.
  • Whenever we pass a string value for the arguments “value_if_true” and “value_if_false” or test a reference against a string value, enclose the string value in double quotes. Passing a string value without quotes will result in “#NAME?” error.

Frequently Asked Question

1. What is the IF function in Excel?

The Excel IF function is a logical function that checks the given criteria and returns one value for a “true” and another value for a “false” result.

The syntax of the IF function is stated as follows:
“=IF(logical_test, [value_if_true], [value_if_false])”

The arguments are as follows:
1. Logical_test – It refers to a value or condition that is tested.
2. Value_if_true – It is the value returned when the condition logical_test is “true.”
3. Value_if_false – It is the value returned when the condition logical_test is “false.”

The “logical_test” is a required argument, whereas the “value_if_true” and “value_if_false” are optional arguments.

2. How to use the IF Excel function with multiple conditions?

The IF Excel statement for multiple conditions is created by using multiple IF functions in a single formula.

The syntax of IF function with multiple conditions is stated as follows:

“=IF (condition 1_“true”, do something, IF (condition 2_“true”, do something, IF (condition 3_ “true”, do something, else do something)))”

3. How to use the function IFERROR in Excel?

IF Excel Function Video

Recommended Articles

This has been a guide to the IF function in Excel. Here we discuss how to use the IF function along with examples and downloadable templates. You may also look at these useful functions –

  • What is the Logical Test in Excel?A logical test in Excel results in an analytical output, either true or false. The equals to operator, “=,” is the most commonly used logical test.read more
  • “Not Equal to” in Excel“Not Equal to” argument in excel is inserted with the expression <>. The two brackets posing away from each other command excel of the “Not Equal to” argument, and the user then makes excel checks if two values are not equal to each other.read more
  • Data Validation ExcelThe data validation in excel helps control the kind of input entered by a user in the worksheet.read more

This tutorial demonstrates how to use the IF Function in Excel and Google Sheets to create If Then Statements.

if formula main

IF Function Overview

The IF Function Checks whether a condition is met. If TRUE do one thing, if FALSE do another.

How to Use the IF Function

Here’s a very basic example so you can see what I mean. Try typing the following into Excel:

=IF( 2 + 2 = 4,"It’s true", "It’s false!")

Since 2 + 2 does in fact equal 4, Excel will return “It’s true!”. If we used this:

=IF( 2 + 2 = 5,"It’s true", "It’s false!")

Now Excel will return “It’s false!”, because 2 + 2 does not equal 5.

Here’s how you might use the IF statement in a spreadsheet.

=IF(C4-D4>0,C4-D4,0)

How to use IF

You run a sports bar and you set individual tab limits for different customers. You’ve set up this spreadsheet to check if each customer is over their limit, in which case you’ll cut them off until they pay their tab.

You check if C4-D4 (their current tab amount minus their limit), is greater than 0. This is your logical test. If this is true, IF returns “Yes” – you should cut them off. If this is false, IF returns “No” – you let them keep drinking.

What can IF Return?

Above we returned a text string, “Yes” or “No”. But you can also return numbers, or even other formulas.

Let’s say some of your customers are running up big tabs. To discourage this, you’re going to start charging interest on customers who go over their limit.

You can use IF for that:

=IF(C4>D4,C4*0.03,0)

Return Formula

If the tab is higher than the limit, return the tab multiplied by 0.03, which returns 3% of the tab. Otherwise, return 0: they aren’t over their tab, so you won’t charge interest.

Using IF with AND

You can combine IF with Excel’s AND Function to test more than one condition. Excel will only return TRUE if ALL of the tests are true.

So, you implemented your interest rate. But some of your regulars are complaining. They’ve always paid their tabs in the past, why are you cracking down on them now? You come up with a solution: you won’t charge interest to certain trusted customers.

You make a new column to your spreadsheet to identify trusted customers, and update your IF statement with an AND function:

=IF(AND(C4>D4, F4="No"),C4*0.03,0)

IF AND

Let’s look at the AND part separately:

AND(C4>D4, F4="No")

Note the two conditions:

  • C4>D4: checking if they’re over their tab limit, as before
  • F4=”No”: this is the new bit, checking if they are not a trusted customer

So now we only return the interest rate if the customer is over their tab, AND we have “No” in the trusted customer column. Your regulars are happy again.

Using IF with OR

The OR Function allows you to test more than one condition, returning TRUE if any conditions are met.

Maybe customers being over their tab is not the only reason you’d cut them off. Maybe you give some people a temporary ban for other reasons, gambling on the premises perhaps.

So you add a new column to identify banned customers, and update your “Cut off?” column with an OR test:

=IF(OR(C4>D4,E4="Yes"),"Yes","No")

if formula or function

Looking just at the OR part:

OR(C4>D4,E4="Yes")

There are two conditions:

  • C4>D4: checking if they’re over their tab limit
  • F4=”Yes”: the new part, checking if they are currently banned

This will evaluate to true if they are over their tab, or if there is a “Yes” in column E. As you can see, Harry is cut off now, even though he’s not over his tab limit.

Using IF with XOR

The XOR Function returns TRUE if only one condition is met. If more than one condition is met (or not conditions are met). It returns FALSE.

An example might make this clearer. Imagine you want to start giving monthly bonuses to your staff :

  • If they sell over $800 in food, or over $800 in drinks, you’ll give them a half bonus
  • If they sell over $800 in both, you’ll give them a full bonus
  • If they sell under $800 in both, they don’t get any bonus.

You already know how to work out if they get the full bonus. You’d just use IF with AND, as described earlier.

=IF(AND(C4>800,D4>800),"Yes","No")

IF XOR A

But how would you work out who gets the half bonus? That’s where XOR comes in:

=IF(XOR(C4>=800,D4>=800),"Yes","No")

IF XOR B

As you can see, Woody’s drink sales were over $800, but not food sales. So he gets the half bonus. The reverse is true for Coach. Diane and Carla sold more than $800 for both, so they don’t get a half bonus (both arguments are TRUE), and Rebecca made under the threshold for both (both arguments FALSE), so the formula again returns “No”.

Using IF with NOT

The NOT Function reverses the outcome of a logical test. In other words, it checks whether a condition has not been met.

You can use it with IF like this:

=IF(AND(C3>=1985,NOT(D3="Steven Spielberg")),"Watch", "Don’t Watch")

IF NOT

Here we have a table with data on some 1980s movies. We want to identify movies released on or after 1985, that were not directed by Steven Spielberg.

Because NOT is nested within an AND Function, Excel will evaluate that first. It will then use the result as part of the AND.

Nested IF Statements

You can also return an IF statement within your IF statement. This enables you to make more complex calculations.

Let’s go back to our customers table. Imagine you want to classify customers based on their debt level to you:

  • $0: None
  • Up to $500: Low
  • $500 to $1000: Medium
  • Over $1000: High

You can do this by “nesting” IF statements:

=IF(C4=0,"None",IF(C4<=500,"Low",IF(C4<=1000,"Medium",IF(C4>1000,"High"))))

Nested IF simple

It’s easier to understand if you put the IF statements on separate lines (ALT + ENTER on Windows, CTRL + COMMAND + ENTER on Macs):

=
IF(C4=0,"None",
IF(C4<=500,"Low",
IF(C4<=1000,"Medium",
IF(C4>1000,"High", "Unknown"))))

IF C4 is 0, we return “None”. Otherwise, we move to the next IF statement. IF C4 is equal to or less than 500, we return “Low”. Otherwise, we move on to the next IF statement… and so on.

Simplifying Complex IF Statements with Helper Columns

If you have multiple nested IF statements, and you’re throwing in logic functions too, your formulas can become very hard to read, test, and update.

This is especially important to keep in mind if other people will be using the spreadsheet. What makes sense in your head, might not be so obvious to others.

Helper columns are a great way around this issue.

You’re an analyst in the finance department of a large corporation. You’ve been asked to create a spreadsheet that checks whether each employee is eligible for the company pension.

Here’s the criteria:

Complex IF Table

So if you’re under the age of 55, you need to have 30 years’ service under your belt to be eligible. If you’re aged 55 to 59, you need 15 years’ service. And so on, up to age 65, where you’re eligible no matter how long you’ve worked there.

You could use a single, complex IF statement to solve this problem:

=IF(OR(F4>=65,AND(F4>=62,G4>=5),AND(F4>=60,G4>=10),AND(F4>=55,G4>=15),G4>30),"Eligible", "Not Eligible")

Complex IF

Whew! Kinda hard to get your head around that, isn’t it?

A better approach might be to use helper columns. We have five logical tests here, corresponding to each row in the criteria table. This is easier to see if we add line breaks to the formula, as we discussed earlier:

=IF(
OR(
F4>=65,
AND(F4>=62,G4>=5),
AND(F4>=60,G4>=10),
AND(F4>=55,G4>=15),
G4>30
),"Eligible","Not Eligible")

So, we can split these five tests into separate columns, and then simply check whether any one of them is true:

Complex IF Helper

Each column in the table from E to I holds each of our criteria separately. Then in J4 we have the following formula:

=IF(COUNTIF(E4:I4,TRUE),"Eligible","Not Eligible")

Here we have an IF statement, and the logical test uses COUNTIF to count the number of cells within E4:I4 that contain TRUE.

If COUNTIF doesn’t find a TRUE value, it will return 0, which IF interprets as FALSE, so the IF returns “Not Eligible”.

If COUNTIF does find any TRUE values, it will return the number of them. IF interprets any number other than 0 as TRUE, so it returns “Eligible”.

Splitting out the logical tests in this way makes the formula easier to read, and if something’s going wrong with it, it’s much easier to spot where the mistake is.

Using Grouping to Hide Helper Columns

Helper columns make the formula easier to manage, but once you’ve got them in place and you know they are working correctly, they often just take up space on your spreadsheet without adding any useful information.

You could hide the columns, but this can lead to problems because hidden columns are hard to detect, unless you look closely at the column headers.

A better option is grouping.

Select the columns you want to group, in our case E:I. Then press ALT + SHIFT + RIGHT ARROW on Windows, or COMMAND + SHIFT + K on Mac. You can also go to the “Data” tab on the ribbon and select “Group” from the “Outline” section.

You’ll see the group displayed above the column headers, like this:

Complex IF Grouping

Then simply press the “-“ button to hide the columns:

Complex IF Grouping

The IFS Function

Nested IF statements are very useful when you need to perform more complex logical comparisons, and you need to do it in one cell. However, they can get complicated as they get longer, and they can be hard to read and update on your screen.

From Excel 2019 and Excel 365, Microsoft introduced another function, the IFS Function, to help make this a bit easier to manage. The nested IF example above could be achieved with IFS like this:

=IFS(
C4=0,"None",
C4<=500,"Low",
C4<=1000,"Medium",
C4>1000,"High",
TRUE, "Unknown",
)

You can read all about it on the main page for the Excel IFS Function <<link>>.

Using IF with Conditional Formatting

Excel’s Conditional Formatting feature enables you to format a cell in different ways depending on its contents. Since the IF returns different values based on our logical test, we might want to use Conditional Formatting with the IF Function to make these different values easier to see.

So let’s go back to our staff bonus table from earlier.

IF Conditional format Table

We’re returning “Yes” or “No” depending on what bonus we want to give. This tells us what we need to know, but the information doesn’t jump out at us. Let’s try to fix that.

Here’s how you’d do it:

  • Select the cell range containing your IF statements. In our case that’s E4:F8.
  • Click “Conditional Formatting” on the “Styles” section of the “Home” tab on the ribbon.
  • Click “Highlight Cells Rules” and then “Equal to”.
  • Type “Yes” (or whatever return value you need) into the first box, and then choose the formatting you want from the second box. (I’ll choose green for this).
  • Repeat for all your return values (I’ll also set “No” values to red)

Conditional-format-NO

Conditional format Both

Here’s the result:

Conditional format Result

Using IF in Array Formulas

An array is a range of values, and in Excel arrays are represented as comma separated values enclosed in braces, such as:

{1,2,3,4,5}

The beauty of arrays, is that they enable you to perform a calculation on each value in the range, and then return the result. For example, the SUMPRODUCT Function takes two arrays, multiplies them together, and sums the results.

So this formula:

=SUMPRODUCT({1,2,3},{4,5,6})

…returns 32. Why? Let’s work it through:

1 * 4 = 4
2 * 5 = 10
3 * 6 = 18

4 + 10 + 18 = 32

We can bring an IF statement into this picture, so that each of these multiplications only happens if a logical test returns true.

For example, take this data:

If you wanted to calculate the total commission for each sales manager, you’d use the following:

=SUMPRODUCT(IF($C$2:$C$10=$G2,$D$2:$D$10*$E$2:$E$10))

Note: In Excel 2019 and earlier, you have to press CTRL + SHIFT + ENTER to turn this into an array formula.

We’d end up with something like this:

Breaking this down, the “Manager” column is column C, and in this example, Olivia’s name is in G2.

So the logical test is:

$C$2:$C$10=$G2

In English, if the name in column C is equal to what’s in G2 (“Olivia”), DO multiply the values in columns D and E for that row. Otherwise, don’t multiply them. Then, sum all the results.

You can learn more about this formula on the main page for the SUMPRODUCT IF Formula.

IF in Google Sheets

The IF Function works exactly the same in Google Sheets as in Excel:

IF Google Function

VBA IF Statements

You can also use If Statements in VBA. Click the link to learn more, but here is a simple example:

Sub Test_IF ()

If Range("a1").Value < 0 then
  Range("b1").Value = "Negative"
End If

End Sub

This code will test if a cell value is negative. If so, it will write “negative” in the next cell.

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