If not this then that excel

The logical IF statement in Excel is used for the recording of certain conditions. It compares the number and / or text, function, etc. of the formula when the values correspond to the set parameters, and then there is one record, when do not respond — another.

Logic functions — it is a very simple and effective tool that is often used in practice. Let us consider it in details by examples.



The syntax of the function «IF» with one condition

The operation syntax in Excel is the structure of the functions necessary for its operation data.

=IF(boolean;value_if_TRUE;value_if_FALSE)

Let us consider the function syntax:

• Boolean – what the operator checks (text or numeric data cell).
• Value_if_TRUE – what will appear in the cell when the text or numbers correspond to a predetermined condition (true).
• Value_if_FALSE – what appears in the box when the text or the number does not meet the predetermined condition (false).

Example:

Logical IF functions.

The operator checks the A1 cell and compares it to 20. This is a «Boolean». When the contents of the column is more than 20, there is a true legend «greater 20». In the other case it’s «less or equal 20».

Attention! The words in the formula need to be quoted. For Excel to understand that you want to display text values.

Here is one more example. To gain admission to the exam, a group of students must successfully pass a test. The results are listed in a table with columns: a list of students, a credit, an exam.

The statement IF should check not the digital data type but the text. Therefore, we prescribed in the formula В2= «done» We take the quotes for the program to recognize the text correctly.



The function IF in Excel with multiple conditions

Usually one condition for the logic function is not enough. If you need to consider several options for decision-making, spread operators’ IF into each other. Thus, we get several functions IF in Excel.

The syntax is as follows:

Here the operator checks the two parameters. If the first condition is true, the formula returns the first argument is the truth. False — the operator checks the second condition.

Examples of a few conditions of the function IF in Excel:

It’s a table for the analysis of the progress. The student received 5 points:

• А – excellent;
• В – above average or superior work;
• C – satisfactory;
• D – a passing grade;
• E – completely unsatisfactory.

IF statement checks two conditions: the equality of value in the cells.

In this example, we have added a third condition, which implies the presence of another report card and «twos». The principle of the operator is the same.

Enhanced functionality with the help of the operators «AND» and «OR»

When you need to check out a few of the true conditions you use the function И. The point is: IF A = 1 AND A = 2 THEN meaning в ELSE meaning с.

OR function checks the condition 1 or condition 2. As soon as at least one condition is true, the result is true. The point is: IF A = 1 OR A = 2 THEN value B ELSE value C.

Functions AND & OR can check up to 30 conditions.

An example of using the operator AND:

It’s the example of using the logical operator OR.

How to compare data in two tables

Users often need to compare the two spreadsheets in an Excel to match. Examples of the «life»: compare the prices of goods in different bringing, to compare balances (accounting reports) in a few months, the progress of pupils (students) of different classes, in different quarters, etc.

To compare the two tables in Excel, you can use the COUNTIFS statement. Consider the order of application functions.

For example, consider the two tables with the specifications of various food processors. We planned allocation of color differences. This problem in Excel solves the conditional formatting.

Baseline data (tables, which will work with):

Select the first table. Conditional Formatting — create a rule — use a formula to determine the formatted cells:

In the formula bar write: = COUNTIFS (comparable range; first cell of first table)=0. Comparing range is in the second table.

To drive the formula into the range, just select it first cell and the last. «= 0» means the search for the exact command (not approximate) values.

Choose the format and establish what changes in the cell formula in compliance. It’s better to do a color fill.

Select the second table. Conditional Formatting — create a rule — use the formula. Use the same operator (COUNTIFS). For the second table formula:

Download all examples in Excel

Now it is easy to compare the characteristics of the data in the table.

IF function is undoubtedly one of the most important functions in excel. In general, IF statements give the desired intelligence to a program so that it can make decisions based on given criteria and, most importantly, decide the program flow.

In Microsoft Excel terminology, IF statements are also called «Excel IF-Then statements». IF function evaluates a boolean/logical expression and returns one value if the expression evaluates to ‘TRUE’ and another value if the expression evaluates to ‘FALSE’.

Definition of Excel IF Function

According to Microsoft Excel, IF function is defined as a formula which «checks whether a condition is met, returns one value if true and another value if false».

Syntax

Syntax of IF function in Excel is as follows:

=IF(logic_test, [value_if_true], [value_if_false])

'logic_test' (required argument) – Refers to the boolean expression or logical expression that needs to be evaluated.
'value_if_true' (optional argument) – Refers to the value that will be returned by the IF function if the 'logic_test' evaluates to TRUE.
'value_if_false' (optional argument) – Refers to the value that will be returned by the IF function if the 'logic_test' evaluates to FALSE.

Important Characteristics of IF Function in Excel

• To use the IF function, you need to provide the 'logic_test' or conditional statement mandatorily.
• The arguments 'value_if_true'and 'value_if_false' are optional, but you need to provide at least one of them.
• The result of the IF statement can only be any one of the two given values (either it will be 'value_if_true' or 'value_if_false'). Both values cannot be returned at the same time.
• IF function throws a ‘#Name?’ error if the'logic_test' or boolean expression you are trying to evaluate is invalid.
•  Nesting of IF statements is possible, but Excel only allows this to 64 levels. Nesting of IF statement means using one if statement within another.

Comparison Operators That Can Be Used With IF Statements

Following comparison operators can be used within the 'logic_test' argument of the IF function:

• = (equal to)
• <> (not equal to)
• < (less than)
• > (greater than)
• >= (greater than or equal to)
• <= (less than or equal to)
• Apart from these, you can also use any other function that returns a boolean result (either ‘true’ or ‘false’). For example – ISBLANK, ISERROR, ISEVEN, ISODD, etc

Now, let’s see some simple examples to use these comparison operators within the IF Function:

Simple Examples of Excel IF Statement

Now, let’s try to see a simple example of the Excel IF function:

Example 1: Using ‘equal to’ comparison operator within the IF function

In this example, we have a list of colors, and we aim to find the ‘Blue’ color. If we are able to find the ‘Blue’ color, then in the adjacent cell, we need to assign a ‘Yes’; otherwise, assign a ‘No’.

So, the formula would be:

=IF(A2="Blue", "No", "Yes")

This suggests that if the value present in cell A2 is ‘Blue’, then return a ‘Yes’; otherwise, return a ‘No’.

If we drag this formula down to all the rows, we will find that it returns ‘Yes’ for the cells with the value ‘Blue’ for all others; it would result in ‘No’.

Example 2: Using ‘not equal to’ comparison operator within the IF function.

Let’s take example 1, and understand how we can reverse the logic and use a ‘not equal to’ operator to construct the formula so that it still results in ‘Yes’ for ‘Blue’ color and ‘No’ for any other text.

So the formula would be:

=IF(A2<>"Blue", "No", "Yes")

This suggests that if the value at A2 is not equal to ‘Blue’, then return a ‘No’; otherwise, return a ‘Yes’.

When dragged down to all the below rows, this formula would find all the cells (from A2 to A8) where the value is not ‘Blue’ and marks a ‘No’ against them. Otherwise, it marks a ‘Yes’ in the adjacent cells.

Example 3: Using ‘less than’ operator within the IF function.

In this example, we have scores of some students, along with their names. We want to assign either «Pass» or «Fail» against each student in the result column.

Based on our criteria, the passing score is 50 or more.

For this, we can use the IF function as:

=IF(B2<50,"Fail","Pass")

This suggests that if the value at B2, i.e., 37, is less than 50, then return «Fail»; otherwise, return «Pass».

As 37 is less than 50 so the result will be «Fail».

We can drag the above-given formula for the rest of the cells below and the result would be correct.

Example 4: Using ‘greater than or equal to’ operator within the IF statement.

Let’s take example 3 and see how we can reverse the logic and use a ‘greater than or equal to’ operator to construct the formula so that it still results in ‘Pass’ for scores of 50 or more and ‘Fail’ for all the other scores.

For this, we can use the Excel IF function as:

=IF(B2>=50,"Pass","Fail")

This suggests that if the value at B2, i.e., 37 is greater than or equal to 50, then return «Pass»; otherwise, return «Fail».

As 37 not greater than or equal to 50 so the result will be «Fail».

When dragged down for the rest of the cells below, this formula would assign the correct result in the adjacent rows.

Example 5: Using ‘greater than’ operator within the IF statement.

In this example, we have a small online store that gives a discount to its customers based on the amount they spend. If a customer spends $50 or more, he is applicable for a 5% discount; otherwise, no discounts are offered.

To find whether a discount is offered or not, we can use the following excel formula:

=IF(B2>50,"5% Discount","No Discount")

This translates to – If the value at B2 cell is greater than 50, assign a text «5% Discount» otherwise, assign a text «No Discount» against the customer.

In the first case, as 23 is not greater than 50, the output will be «No Discount».

We can drag the above-given formula for the rest of the cells below are the result would be correct.

Example 6: Using ‘less than or equal to’ operator within the IF statement.

Let’s take example 5 and see how we can reverse the logic and use a ‘less than or equal to’ operator to construct the formula so that it still results in a ‘5% Discount’ for all customers whose total spend exceeds $50 and ‘No Discount’ for all the other customers.

For this, we can use the IF-then statement as:

=IF(B2<=50,"No Discount","5% Discount")

This means that if the value at B2, i.e., 23, is less than or equal to 50, then return «No Discount»; otherwise, return «5% Discount».

As 23 is less than or equal to 50 so the result will be «No Discount».

When dragged down for the rest of the cells below, this formula would assign the correct result in the adjacent rows.

Example 7: Using an Excel Logical Function within the IF formula in Excel.

In this example, let’s suppose we have a list of numbers, and we have to mark Even and Odd numbers. We can do this using the IF condition and the ISEVEN or ISODD inbuilt functions provided by Microsoft Excel.

ISEVEN function returns ‘true’ if the number passed to it is even; otherwise, it returns a ‘false’. Similarly, ISODD function return ‘true’ if the number passed to it is odd; otherwise, it returns a ‘false’.

For this, we can use the IF-then statement as:

=IF(ISEVEN(A2),"Even","Odd")

This means that – If the value at A2 cell is an even number, then the result would be «Even»; otherwise, the result would be «Odd».

Alternatively, the above logic can also be written using the ISODD function along with the IF statement as:

=IF(ISODD(A2),"Odd","Even")

This means that – If the value at A2 cell is an odd number, then the result would be «Odd»; otherwise, the result would be «Even».

Example 8: Using the Excel IF function to return another formula a result.

In this example, we have Employee Data from a company. The company comes up with a simple way to reward its loyal employees. They decide to give the employees an annual bonus based on the years spent by the employee within the organization.

Employees with experience of more than 5 years are given 10% of annual salary as a bonus whereas everyone else gets a 5% of annual salary as a bonus.

For this, the excel formula would be:

=IF(B2>5,C2*10%,C2*5%)

This means that – if the value at B2 (experience column) is greater than 5, then return a result by calculating 10% of C2 (annual salary column). However, if the logic test is evaluated to false, then return the result by calculating 5% of C2 (annual salary column)

Use Of AND & OR Functions or Logical Operators with Excel IF Statement

Excel IF Statement can also be used along with the other functions like AND, OR, NOT for analyzing complex logic. These functions (AND, OR & NOT) are called logical operators as they are used for connecting two or more logical expressions.

AND Function– AND function returns true when all the conditions inside the AND function evaluate to true. The syntax of AND Function in Excel is:

=AND(Logic1, Logic2, logic_n)

OR Function– OR function returns true when any one of the conditions inside the OR function evaluates to true. The syntax of OR Function in Excel is:

=OR(Logic1, Logic2, logic_n)

Example 9: Using the IF function along with AND Function.

In this example, we have Math and science test scores of some students, and we want to assign a ‘Pass’ or ‘Fail’ value against the students based on their scores.

Passing criteria: Students have to get more than 50 marks in Math and more than 70 marks in science to pass the test.

Based on the above conditions, the formula would be:

=IF(AND(B2>50,C2>70),"Pass","Fail")

The formula translates to – if the value at B2 (Math score) is greater than 50 and the value at C2 (Science Score) is greater than 70, then assign the value «Pass»; otherwise, assign the value «Fail».

Example 10: Using the IF function along with OR Function.

In this example, we have two test scores of some students, and we want to assign a ‘Pass’ or ‘Fail’ value against the students based on their scores.

Passing criteria: Students have to clear either one of the two tests with more than 50 marks.

Based on the above conditions, the formula would be:

=IF(OR(B2>50,C2>50),"Pass","Fail")

The formula translates to – if either the value at B2 (Test 1 score) is greater than 50, OR the value at C2 (Test 2 Score) is greater than 50, then assign the value «Pass»; otherwise, assign the value «Fail».

Recommended Reading: Excel NOT Function

Nested IF Statements

When used alone, IF formula can only result in two outcomes, i.e., True or False. But there are many cases when we want to test multiple outcomes with IF statement.

In such cases, nesting two or more IF Then statements one inside another can be convenient in writing formulas.

Syntax:

The syntax of the Nested IF Then statements is as follows:

=IF(condition_1,value_if_true_1,IF(condition_2,value_if_true_2,value_if_false_2))

'condition_1' – Refers to the first logical test or conditional expression that needs to be evaluated by the outer IF function.
'value_if_true_1' – Refers to the value that will be returned by the outer IF function if the 'condition_1' evaluates to TRUE.
'condition_2' – Refers to the second logical test or conditional expression that needs to be evaluated by the inner IF function.
'value_if_true_2' – Refers to the value that will be returned by the inner IF function if the 'condition_2' evaluates to TRUE.
'value_if_false_2' – Refers to the value that will be returned by the inner IF function if the 'condition_2' evaluates to FALSE.

The above syntax translates to this:

IF Condition1 = true THEN value_if_true1 'If Condition1 is true
ELSE IF Condition2 = true THEN value_if_true2 'Elseif Clause Condition2 is true
ELSE value_if_false2 'If both conditions are false
END IF 'End of IF Statement

As we can see, Nested formulas can quickly become complicated so, let’s try to understand how nesting of the IF statement works with an example.

Recommended Reading: VBA Select Case Statement

Example 11: Nested IF Statements

In this example, we have a list of countries and their average temperatures in degree Celsius for the month of January. Our goal is to categorize the country based on the temperature range as follows:

Criteria: Temperatures below 20 °C should be marked as «Below Room Temperature», temperatures between 20°C to 25°C should be classified as «Normal Room Temperature», whereas any temperature over 25°C should be marked as «Above Room Temperature».

Based on the above conditions, the formula would be:

=IF(B2<20,"Below Room Temperature",IF(AND(B2>=20,B2<=25),"Normal Room Temperature", "Above Room Temperature"))

The formula translates to – if the value at B2 is less than 20, then the text «Below Room Temperature» is returned from the outer IF block. However, if the value at B2 is greater than or equal to 20, then the inner IF block is evaluated.

Inside the inner IF block, the value at B2 is checked. If the value at B2 is greater than or equal to 20 and less than or equal to 25. Then the inner IF block returns the text «Normal Room Temperature».

However, if the condition inside the inner IF block also evaluates to ‘false’ that means the value at B2 is greater than 25, so the result will be «Above Room Temperature».

Recommended Reading: SWITCH Function in Excel

Partial Matching or Wildcards with IF Function

Although IF function itself doesn’t accept any wildcard characters like (* or ?) while performing the logic test, thankfully, there are ways to perform partial matching and wildcard searches with the IF function.

To perform partial matching inside the IF function, we can use the FIND (case sensitive) or SEARCH (case insensitive) functions.

Let’s have a look at this with some examples.

Example 12: Using FIND and SEARCH functions inside the IF statement

In this example, we have a list of customers, and we need to find all the customers whose last name is «Flynn». If the customer name contains the text «Flynn», then we need to assign a text «Found» against their names. Otherwise, we need to assign a text «Not Found».

For this, we can make use of the FIND function within the IF function as:

=IF(ISNUMBER(FIND("Flynn",A2)),"Found","Not Found")

Using the FIND function, we perform a case-sensitive search of the text «Flynn» within the customer name column. If the FIND function is able to find the text «Flynn», it returns a number signifying the position where it found the text.

If the number returned by the FIND function is valid, the ISNUMBER Function returns a value true. Else, it returns false. Based on the ISNUMBER function’s output, the logic test is performed and the appropriate value «Found» or «Not Found» is assigned.

Note: It should be noted that the FIND function performs a case-sensitive search.

This means in the above example if the customer name is entered in lower case (like «sean flynn» then the above function would return not found against them.

To perform a case-insensitive search, we can replace the find function with the search function, and the rest of the formula would be the same.

=IF(ISNUMBER(SEARCH("Flynn",A2)),"Found","Not Found")

Example 13: Using SEARCH function inside the Excel IF formula with wildcard operators

In this example, we have the same customer list from example 12, and we need to find all the customers whose name contains «M». If the customer name contains the alphabet «M», we need to assign a text «M Found» against their names. Otherwise, we need to assign a text «M Not Found».

For this, we can use the SEARCH function with a wildcard ‘*’ operator inside the IF function as:

=IF(ISNUMBER(SEARCH("M*",A2)),"M Found","M Not Found")

For more details on Search Function and wildcard, operators check out this article – Search Function In Excel

Some Practical Examples of using the IF function

Now, let’s have a look at some more practical examples of the Excel IF Function.

Example 14: Using Excel IF function with dates.

In this example, we have a task list along with the task due dates. Our goal is to show results based on the task due date.

If the task due date was in the past, we need to show «Was due {1,2,3..} day(s) back», if the task due date is today’s date, we need to show «Today» and similarly, if the task due date is in the future then we need to show «Due in {1,2,3..} day(s)»

In Microsoft Excel, we can do this with the help of the IF-then statement and TODAY function, as shown below:

=IF(B2=TODAY(),"Today", IF(B2>TODAY(),CONCAT("Due in ",B2-TODAY()," day(s)"), CONCAT("Was due ",TODAY()-B2," day(s) back")))

This means that – compare the date present in cell B2 if the date is equal to today’s date show the text «Today». If the date in cell B2 is not equal to today’s date, then the inner IF block checks if the date in B2 is greater than today’s date. If the date in cell B2 is greater than today’s date, that means the date is in the future, so show the text «Due in {1,2,3…} days».

However, if the date in cell B2 is not greater than today’s date, that means the date was in the past; in such a case, show the text «Was due {1,2,3..} day(s) back».

You can also go a step further and apply conditional formatting on the range and highlight all the cells with the text «Today!». This will help you to clearly see

Example 15: Use an IF function-based formula to find blank cells in excel.

In this example, we will use the IF function to find the blank cells in Microsoft Excel. We have a list of customers, and in between the list, some of the cells are blank. We aim to find the blank cells and add the text «blank call found!» against them.

We can do this with the help of the IF function along with the ISBLANK function. The ISBLANK function returns a true if the cell reference passed to it is blank. Otherwise, the ISBLANK function returns false.

Let’s see the formula –

=IF(ISBLANK(A2), "Blank cell found!"," ")

This means that – If the cell at A2 is blank, then the resultant text should be «Blank cell found!», however, if the cell at A2 is not blank, then don’t show any text.

Example 16: Use the Excel IF statement to show symbolic results (instead of textual results).

In this example, we have a list of sales employees of a company along with the number of products sold by the employees in the current month. We want to show an upward arrow symbol (↑) if the employee has done more than 50 sales and a downward arrow symbol (↓) if the employee has made less than 50 sales.

To do this, we can use the formula:

=IF(B2>50,$G$6,$G$8)

This implies – If the value at B2 is greater than 50, then, as a result, show the content in cell G6 (cell containing upward arrow) and otherwise show the content at G8 (cell containing downward arrow)

If you wonder about the ‘$’ signs used in the formula, you can check out this post – Excel Absolute References. These ‘$’ symbols are used for making excel cell references absolute.

Recommended Reading: CHOOSE Function in Excel

IFS Function In Excel:

IFS Function in Microsoft Excel is a great alternative to nested IF Statements. It is very similar to a switch statement. The IFS function evaluates multiple conditions passed to it and returns the value corresponding to the first condition that evaluates to true.

IFS function is a lot simple to write and read than nested IF statements. IFS function is available in Office 2019 and higher versions.

Syntax for IFS function:

=IFS (test1, value1, [test2, value2], ...)

'test1' (required argument) – Refers to the first logical test that needs to be evaluated.

'value1' (required argument) – Refers to the result to be returned when 'test1'evaluates to TRUE.

'test2' (optional argument) – Refers to the second logical test that needs to be evaluated

'value2' (optional argument) – Refers to the result to be returned when 'test2'evaluates to TRUE.

Example 17: Using IFS function in Excel

In this example, we have a list of students, along with their scores, and we need to assign a grade to the students based on the scores.

The grading criteria is as follows – Grade A for a score of 90 or more, Grade B for a score between 80 to 89.99, Grade C for a score between 70 to 79.99, Grade D for a score between 60 to 69.99, Grade E for a score between 60 to 59.99, Grade F for a score lower than 50.

Let’s see how easily write such a complicated formula with the IFS function:

=IFS(B2 >= 90,"A",B2 >= 80,"B",B2 >= 70,"C",B2 >= 60,"D",B2 >= 50,"E",B2 < 50,"F")

This implies that – If B2 is greater than or equal to 90, return A. Else if B2 is greater than or equal to 80, return B. Else if B2 is greater than or equal to 70, return C. Else if B2 is greater than or equal to 60, return D. Else if B2 is greater than or equal to 50, return E. Else if B2 is less than 50, return F.

If you would try to write the same formula using nested IF statements, see how long and complicated it becomes:

=IF(B2 >= 90,"A",IF(B2 >= 80, "B",IF(B2 >= 70, "C",IF(B2 >= 60, "D",IF(B2 >= 50, "E",IF(B2 < 50, "F"))))))

So, this was all about the IF function in excel. If you want to learn more about IF function, I would recommend you to go through this article – VBA IF Statement With Examples

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

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)

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)

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)

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")

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")

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")

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")

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"))))

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:

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")

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:

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:

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

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.

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)

Here’s the 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:

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.