Overview of formulas in Excel
Get started on how to create formulas and use built-in functions to perform calculations and solve problems.
Important: The calculated results of formulas and some Excel worksheet functions may differ slightly between a Windows PC using x86 or x86-64 architecture and a Windows RT PC using ARM architecture. Learn more about the differences.
Important: In this article we discuss XLOOKUP and VLOOKUP, which are similar. Try using the new XLOOKUP function, an improved version of VLOOKUP that works in any direction and returns exact matches by default, making it easier and more convenient to use than its predecessor.
Create a formula that refers to values in other cells
-
Select a cell.
-
Type the equal sign =.
Note: Formulas in Excel always begin with the equal sign.
-
Select a cell or type its address in the selected cell.
-
Enter an operator. For example, – for subtraction.
-
Select the next cell, or type its address in the selected cell.
-
Press Enter. The result of the calculation appears in the cell with the formula.
See a formula
-
When a formula is entered into a cell, it also appears in the Formula bar.
-
To see a formula, select a cell, and it will appear in the formula bar.
Enter a formula that contains a built-in function
-
Select an empty cell.
-
Type an equal sign = and then type a function. For example, =SUM for getting the total sales.
-
Type an opening parenthesis (.
-
Select the range of cells, and then type a closing parenthesis).
-
Press Enter to get the result.
Download our Formulas tutorial workbook
We’ve put together a Get started with Formulas workbook that you can download. If you’re new to Excel, or even if you have some experience with it, you can walk through Excel’s most common formulas in this tour. With real-world examples and helpful visuals, you’ll be able to Sum, Count, Average, and Vlookup like a pro.
Formulas in-depth
You can browse through the individual sections below to learn more about specific formula elements.
A formula can also contain any or all of the following: functions, references, operators, and constants.
Parts of a formula
1. Functions: The PI() function returns the value of pi: 3.142…
2. References: A2 returns the value in cell A2.
3. Constants: Numbers or text values entered directly into a formula, such as 2.
4. Operators: The ^ (caret) operator raises a number to a power, and the * (asterisk) operator multiplies numbers.
A constant is a value that is not calculated; it always stays the same. For example, the date 10/9/2008, the number 210, and the text «Quarterly Earnings» are all constants. An expression or a value resulting from an expression is not a constant. If you use constants in a formula instead of references to cells (for example, =30+70+110), the result changes only if you modify the formula. In general, it’s best to place constants in individual cells where they can be easily changed if needed, then reference those cells in formulas.
A reference identifies a cell or a range of cells on a worksheet, and tells Excel where to look for the values or data you want to use in a formula. You can use references to use data contained in different parts of a worksheet in one formula or use the value from one cell in several formulas. You can also refer to cells on other sheets in the same workbook, and to other workbooks. References to cells in other workbooks are called links or external references.
-
The A1 reference style
By default, Excel uses the A1 reference style, which refers to columns with letters (A through XFD, for a total of 16,384 columns) and refers to rows with numbers (1 through 1,048,576). These letters and numbers are called row and column headings. To refer to a cell, enter the column letter followed by the row number. For example, B2 refers to the cell at the intersection of column B and row 2.
To refer to
Use
The cell in column A and row 10
A10
The range of cells in column A and rows 10 through 20
A10:A20
The range of cells in row 15 and columns B through E
B15:E15
All cells in row 5
5:5
All cells in rows 5 through 10
5:10
All cells in column H
H:H
All cells in columns H through J
H:J
The range of cells in columns A through E and rows 10 through 20
A10:E20
-
Making a reference to a cell or a range of cells on another worksheet in the same workbook
In the following example, the AVERAGE function calculates the average value for the range B1:B10 on the worksheet named Marketing in the same workbook.
1. Refers to the worksheet named Marketing
2. Refers to the range of cells from B1 to B10
3. The exclamation point (!) Separates the worksheet reference from the cell range reference
Note: If the referenced worksheet has spaces or numbers in it, then you need to add apostrophes (‘) before and after the worksheet name, like =’123′!A1 or =’January Revenue’!A1.
-
The difference between absolute, relative and mixed references
-
Relative references A relative cell reference in a formula, such as A1, is based on the relative position of the cell that contains the formula and the cell the reference refers to. If the position of the cell that contains the formula changes, the reference is changed. If you copy or fill the formula across rows or down columns, the reference automatically adjusts. By default, new formulas use relative references. For example, if you copy or fill a relative reference in cell B2 to cell B3, it automatically adjusts from =A1 to =A2.
Copied formula with relative reference
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Absolute references An absolute cell reference in a formula, such as $A$1, always refer to a cell in a specific location. If the position of the cell that contains the formula changes, the absolute reference remains the same. If you copy or fill the formula across rows or down columns, the absolute reference does not adjust. By default, new formulas use relative references, so you may need to switch them to absolute references. For example, if you copy or fill an absolute reference in cell B2 to cell B3, it stays the same in both cells: =$A$1.
Copied formula with absolute reference
-
Mixed references A mixed reference has either an absolute column and relative row, or absolute row and relative column. An absolute column reference takes the form $A1, $B1, and so on. An absolute row reference takes the form A$1, B$1, and so on. If the position of the cell that contains the formula changes, the relative reference is changed, and the absolute reference does not change. If you copy or fill the formula across rows or down columns, the relative reference automatically adjusts, and the absolute reference does not adjust. For example, if you copy or fill a mixed reference from cell A2 to B3, it adjusts from =A$1 to =B$1.
Copied formula with mixed reference
-
-
The 3-D reference style
Conveniently referencing multiple worksheets If you want to analyze data in the same cell or range of cells on multiple worksheets within a workbook, use a 3-D reference. A 3-D reference includes the cell or range reference, preceded by a range of worksheet names. Excel uses any worksheets stored between the starting and ending names of the reference. For example, =SUM(Sheet2:Sheet13!B5) adds all the values contained in cell B5 on all the worksheets between and including Sheet 2 and Sheet 13.
-
You can use 3-D references to refer to cells on other sheets, to define names, and to create formulas by using the following functions: SUM, AVERAGE, AVERAGEA, COUNT, COUNTA, MAX, MAXA, MIN, MINA, PRODUCT, STDEV.P, STDEV.S, STDEVA, STDEVPA, VAR.P, VAR.S, VARA, and VARPA.
-
3-D references cannot be used in array formulas.
-
3-D references cannot be used with the intersection operator (a single space) or in formulas that use implicit intersection.
What occurs when you move, copy, insert, or delete worksheets The following examples explain what happens when you move, copy, insert, or delete worksheets that are included in a 3-D reference. The examples use the formula =SUM(Sheet2:Sheet6!A2:A5) to add cells A2 through A5 on worksheets 2 through 6.
-
Insert or copy If you insert or copy sheets between Sheet2 and Sheet6 (the endpoints in this example), Excel includes all values in cells A2 through A5 from the added sheets in the calculations.
-
Delete If you delete sheets between Sheet2 and Sheet6, Excel removes their values from the calculation.
-
Move If you move sheets from between Sheet2 and Sheet6 to a location outside the referenced sheet range, Excel removes their values from the calculation.
-
Move an endpoint If you move Sheet2 or Sheet6 to another location in the same workbook, Excel adjusts the calculation to accommodate the new range of sheets between them.
-
Delete an endpoint If you delete Sheet2 or Sheet6, Excel adjusts the calculation to accommodate the range of sheets between them.
-
-
The R1C1 reference style
You can also use a reference style where both the rows and the columns on the worksheet are numbered. The R1C1 reference style is useful for computing row and column positions in macros. In the R1C1 style, Excel indicates the location of a cell with an «R» followed by a row number and a «C» followed by a column number.
Reference
Meaning
R[-2]C
A relative reference to the cell two rows up and in the same column
R[2]C[2]
A relative reference to the cell two rows down and two columns to the right
R2C2
An absolute reference to the cell in the second row and in the second column
R[-1]
A relative reference to the entire row above the active cell
R
An absolute reference to the current row
When you record a macro, Excel records some commands by using the R1C1 reference style. For example, if you record a command, such as clicking the AutoSum button to insert a formula that adds a range of cells, Excel records the formula by using R1C1 style, not A1 style, references.
You can turn the R1C1 reference style on or off by setting or clearing the R1C1 reference style check box under the Working with formulas section in the Formulas category of the Options dialog box. To display this dialog box, click the File tab.
Top of Page
Need more help?
You can always ask an expert in the Excel Tech Community or get support in the Answers community.
See Also
Switch between relative, absolute and mixed references for functions
Using calculation operators in Excel formulas
The order in which Excel performs operations in formulas
Using functions and nested functions in Excel formulas
Define and use names in formulas
Guidelines and examples of array formulas
Delete or remove a formula
How to avoid broken formulas
Find and correct errors in formulas
Excel keyboard shortcuts and function keys
Excel functions (by category)
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Содержание
- Overview of formulas in Excel
- Create a formula that refers to values in other cells
- See a formula
- Enter a formula that contains a built-in function
- Download our Formulas tutorial workbook
- Formulas in-depth
- Need more help?
- Overview of formulas in Excel
- Create a formula that refers to values in other cells
- See a formula
- Enter a formula that contains a built-in function
- Download our Formulas tutorial workbook
- Formulas in-depth
- Need more help?
Overview of formulas in Excel
Get started on how to create formulas and use built-in functions to perform calculations and solve problems.
Important: The calculated results of formulas and some Excel worksheet functions may differ slightly between a Windows PC using x86 or x86-64 architecture and a Windows RT PC using ARM architecture. Learn more about the differences.
Important: In this article we discuss XLOOKUP and VLOOKUP, which are similar. Try using the new XLOOKUP function, an improved version of VLOOKUP that works in any direction and returns exact matches by default, making it easier and more convenient to use than its predecessor.
Create a formula that refers to values in other cells
Type the equal sign =.
Note: Formulas in Excel always begin with the equal sign.
Select a cell or type its address in the selected cell.
Enter an operator. For example, – for subtraction.
Select the next cell, or type its address in the selected cell.
Press Enter. The result of the calculation appears in the cell with the formula.
See a formula
When a formula is entered into a cell, it also appears in the Formula bar.
To see a formula, select a cell, and it will appear in the formula bar.
Enter a formula that contains a built-in function
Select an empty cell.
Type an equal sign = and then type a function. For example, =SUM for getting the total sales.
Type an opening parenthesis (.
Select the range of cells, and then type a closing parenthesis).
Press Enter to get the result.
Download our Formulas tutorial workbook
We’ve put together a Get started with Formulas workbook that you can download. If you’re new to Excel, or even if you have some experience with it, you can walk through Excel’s most common formulas in this tour. With real-world examples and helpful visuals, you’ll be able to Sum, Count, Average, and Vlookup like a pro.
Formulas in-depth
You can browse through the individual sections below to learn more about specific formula elements.
A formula can also contain any or all of the following: functions, references, operators, and constants.
Parts of a formula
1. Functions: The PI() function returns the value of pi: 3.142.
2. References: A2 returns the value in cell A2.
3. Constants: Numbers or text values entered directly into a formula, such as 2.
4. Operators: The ^ (caret) operator raises a number to a power, and the * (asterisk) operator multiplies numbers.
A constant is a value that is not calculated; it always stays the same. For example, the date 10/9/2008, the number 210, and the text «Quarterly Earnings» are all constants. An expression or a value resulting from an expression is not a constant. If you use constants in a formula instead of references to cells (for example, =30+70+110), the result changes only if you modify the formula. In general, it’s best to place constants in individual cells where they can be easily changed if needed, then reference those cells in formulas.
A reference identifies a cell or a range of cells on a worksheet, and tells Excel where to look for the values or data you want to use in a formula. You can use references to use data contained in different parts of a worksheet in one formula or use the value from one cell in several formulas. You can also refer to cells on other sheets in the same workbook, and to other workbooks. References to cells in other workbooks are called links or external references.
The A1 reference style
By default, Excel uses the A1 reference style, which refers to columns with letters (A through XFD, for a total of 16,384 columns) and refers to rows with numbers (1 through 1,048,576). These letters and numbers are called row and column headings. To refer to a cell, enter the column letter followed by the row number. For example, B2 refers to the cell at the intersection of column B and row 2.
The cell in column A and row 10
The range of cells in column A and rows 10 through 20
The range of cells in row 15 and columns B through E
All cells in row 5
All cells in rows 5 through 10
All cells in column H
All cells in columns H through J
The range of cells in columns A through E and rows 10 through 20
Making a reference to a cell or a range of cells on another worksheet in the same workbook
In the following example, the AVERAGE function calculates the average value for the range B1:B10 on the worksheet named Marketing in the same workbook.
1. Refers to the worksheet named Marketing
2. Refers to the range of cells from B1 to B10
3. The exclamation point (!) Separates the worksheet reference from the cell range reference
Note: If the referenced worksheet has spaces or numbers in it, then you need to add apostrophes (‘) before and after the worksheet name, like =’123′!A1 or =’January Revenue’!A1.
The difference between absolute, relative and mixed references
Relative references A relative cell reference in a formula, such as A1, is based on the relative position of the cell that contains the formula and the cell the reference refers to. If the position of the cell that contains the formula changes, the reference is changed. If you copy or fill the formula across rows or down columns, the reference automatically adjusts. By default, new formulas use relative references. For example, if you copy or fill a relative reference in cell B2 to cell B3, it automatically adjusts from =A1 to =A2.
Copied formula with relative reference
Absolute references An absolute cell reference in a formula, such as $A$1, always refer to a cell in a specific location. If the position of the cell that contains the formula changes, the absolute reference remains the same. If you copy or fill the formula across rows or down columns, the absolute reference does not adjust. By default, new formulas use relative references, so you may need to switch them to absolute references. For example, if you copy or fill an absolute reference in cell B2 to cell B3, it stays the same in both cells: =$A$1.
Copied formula with absolute reference
Mixed references A mixed reference has either an absolute column and relative row, or absolute row and relative column. An absolute column reference takes the form $A1, $B1, and so on. An absolute row reference takes the form A$1, B$1, and so on. If the position of the cell that contains the formula changes, the relative reference is changed, and the absolute reference does not change. If you copy or fill the formula across rows or down columns, the relative reference automatically adjusts, and the absolute reference does not adjust. For example, if you copy or fill a mixed reference from cell A2 to B3, it adjusts from =A$1 to =B$1.
Copied formula with mixed reference
The 3-D reference style
Conveniently referencing multiple worksheets If you want to analyze data in the same cell or range of cells on multiple worksheets within a workbook, use a 3-D reference. A 3-D reference includes the cell or range reference, preceded by a range of worksheet names. Excel uses any worksheets stored between the starting and ending names of the reference. For example, =SUM(Sheet2:Sheet13!B5) adds all the values contained in cell B5 on all the worksheets between and including Sheet 2 and Sheet 13.
You can use 3-D references to refer to cells on other sheets, to define names, and to create formulas by using the following functions: SUM, AVERAGE, AVERAGEA, COUNT, COUNTA, MAX, MAXA, MIN, MINA, PRODUCT, STDEV.P, STDEV.S, STDEVA, STDEVPA, VAR.P, VAR.S, VARA, and VARPA.
3-D references cannot be used in array formulas.
3-D references cannot be used with the intersection operator (a single space) or in formulas that use implicit intersection.
What occurs when you move, copy, insert, or delete worksheets The following examples explain what happens when you move, copy, insert, or delete worksheets that are included in a 3-D reference. The examples use the formula =SUM(Sheet2:Sheet6!A2:A5) to add cells A2 through A5 on worksheets 2 through 6.
Insert or copy If you insert or copy sheets between Sheet2 and Sheet6 (the endpoints in this example), Excel includes all values in cells A2 through A5 from the added sheets in the calculations.
Delete If you delete sheets between Sheet2 and Sheet6, Excel removes their values from the calculation.
Move If you move sheets from between Sheet2 and Sheet6 to a location outside the referenced sheet range, Excel removes their values from the calculation.
Move an endpoint If you move Sheet2 or Sheet6 to another location in the same workbook, Excel adjusts the calculation to accommodate the new range of sheets between them.
Delete an endpoint If you delete Sheet2 or Sheet6, Excel adjusts the calculation to accommodate the range of sheets between them.
The R1C1 reference style
You can also use a reference style where both the rows and the columns on the worksheet are numbered. The R1C1 reference style is useful for computing row and column positions in macros. In the R1C1 style, Excel indicates the location of a cell with an «R» followed by a row number and a «C» followed by a column number.
A relative reference to the cell two rows up and in the same column
A relative reference to the cell two rows down and two columns to the right
An absolute reference to the cell in the second row and in the second column
A relative reference to the entire row above the active cell
An absolute reference to the current row
When you record a macro, Excel records some commands by using the R1C1 reference style. For example, if you record a command, such as clicking the AutoSum button to insert a formula that adds a range of cells, Excel records the formula by using R1C1 style, not A1 style, references.
You can turn the R1C1 reference style on or off by setting or clearing the R1C1 reference style check box under the Working with formulas section in the Formulas category of the Options dialog box. To display this dialog box, click the File tab.
Need more help?
You can always ask an expert in the Excel Tech Community or get support in the Answers community.
Источник
Overview of formulas in Excel
Get started on how to create formulas and use built-in functions to perform calculations and solve problems.
Important: The calculated results of formulas and some Excel worksheet functions may differ slightly between a Windows PC using x86 or x86-64 architecture and a Windows RT PC using ARM architecture. Learn more about the differences.
Important: In this article we discuss XLOOKUP and VLOOKUP, which are similar. Try using the new XLOOKUP function, an improved version of VLOOKUP that works in any direction and returns exact matches by default, making it easier and more convenient to use than its predecessor.
Create a formula that refers to values in other cells
Type the equal sign =.
Note: Formulas in Excel always begin with the equal sign.
Select a cell or type its address in the selected cell.
Enter an operator. For example, – for subtraction.
Select the next cell, or type its address in the selected cell.
Press Enter. The result of the calculation appears in the cell with the formula.
See a formula
When a formula is entered into a cell, it also appears in the Formula bar.
To see a formula, select a cell, and it will appear in the formula bar.
Enter a formula that contains a built-in function
Select an empty cell.
Type an equal sign = and then type a function. For example, =SUM for getting the total sales.
Type an opening parenthesis (.
Select the range of cells, and then type a closing parenthesis).
Press Enter to get the result.
Download our Formulas tutorial workbook
We’ve put together a Get started with Formulas workbook that you can download. If you’re new to Excel, or even if you have some experience with it, you can walk through Excel’s most common formulas in this tour. With real-world examples and helpful visuals, you’ll be able to Sum, Count, Average, and Vlookup like a pro.
Formulas in-depth
You can browse through the individual sections below to learn more about specific formula elements.
A formula can also contain any or all of the following: functions, references, operators, and constants.
Parts of a formula
1. Functions: The PI() function returns the value of pi: 3.142.
2. References: A2 returns the value in cell A2.
3. Constants: Numbers or text values entered directly into a formula, such as 2.
4. Operators: The ^ (caret) operator raises a number to a power, and the * (asterisk) operator multiplies numbers.
A constant is a value that is not calculated; it always stays the same. For example, the date 10/9/2008, the number 210, and the text «Quarterly Earnings» are all constants. An expression or a value resulting from an expression is not a constant. If you use constants in a formula instead of references to cells (for example, =30+70+110), the result changes only if you modify the formula. In general, it’s best to place constants in individual cells where they can be easily changed if needed, then reference those cells in formulas.
A reference identifies a cell or a range of cells on a worksheet, and tells Excel where to look for the values or data you want to use in a formula. You can use references to use data contained in different parts of a worksheet in one formula or use the value from one cell in several formulas. You can also refer to cells on other sheets in the same workbook, and to other workbooks. References to cells in other workbooks are called links or external references.
The A1 reference style
By default, Excel uses the A1 reference style, which refers to columns with letters (A through XFD, for a total of 16,384 columns) and refers to rows with numbers (1 through 1,048,576). These letters and numbers are called row and column headings. To refer to a cell, enter the column letter followed by the row number. For example, B2 refers to the cell at the intersection of column B and row 2.
The cell in column A and row 10
The range of cells in column A and rows 10 through 20
The range of cells in row 15 and columns B through E
All cells in row 5
All cells in rows 5 through 10
All cells in column H
All cells in columns H through J
The range of cells in columns A through E and rows 10 through 20
Making a reference to a cell or a range of cells on another worksheet in the same workbook
In the following example, the AVERAGE function calculates the average value for the range B1:B10 on the worksheet named Marketing in the same workbook.
1. Refers to the worksheet named Marketing
2. Refers to the range of cells from B1 to B10
3. The exclamation point (!) Separates the worksheet reference from the cell range reference
Note: If the referenced worksheet has spaces or numbers in it, then you need to add apostrophes (‘) before and after the worksheet name, like =’123′!A1 or =’January Revenue’!A1.
The difference between absolute, relative and mixed references
Relative references A relative cell reference in a formula, such as A1, is based on the relative position of the cell that contains the formula and the cell the reference refers to. If the position of the cell that contains the formula changes, the reference is changed. If you copy or fill the formula across rows or down columns, the reference automatically adjusts. By default, new formulas use relative references. For example, if you copy or fill a relative reference in cell B2 to cell B3, it automatically adjusts from =A1 to =A2.
Copied formula with relative reference
Absolute references An absolute cell reference in a formula, such as $A$1, always refer to a cell in a specific location. If the position of the cell that contains the formula changes, the absolute reference remains the same. If you copy or fill the formula across rows or down columns, the absolute reference does not adjust. By default, new formulas use relative references, so you may need to switch them to absolute references. For example, if you copy or fill an absolute reference in cell B2 to cell B3, it stays the same in both cells: =$A$1.
Copied formula with absolute reference
Mixed references A mixed reference has either an absolute column and relative row, or absolute row and relative column. An absolute column reference takes the form $A1, $B1, and so on. An absolute row reference takes the form A$1, B$1, and so on. If the position of the cell that contains the formula changes, the relative reference is changed, and the absolute reference does not change. If you copy or fill the formula across rows or down columns, the relative reference automatically adjusts, and the absolute reference does not adjust. For example, if you copy or fill a mixed reference from cell A2 to B3, it adjusts from =A$1 to =B$1.
Copied formula with mixed reference
The 3-D reference style
Conveniently referencing multiple worksheets If you want to analyze data in the same cell or range of cells on multiple worksheets within a workbook, use a 3-D reference. A 3-D reference includes the cell or range reference, preceded by a range of worksheet names. Excel uses any worksheets stored between the starting and ending names of the reference. For example, =SUM(Sheet2:Sheet13!B5) adds all the values contained in cell B5 on all the worksheets between and including Sheet 2 and Sheet 13.
You can use 3-D references to refer to cells on other sheets, to define names, and to create formulas by using the following functions: SUM, AVERAGE, AVERAGEA, COUNT, COUNTA, MAX, MAXA, MIN, MINA, PRODUCT, STDEV.P, STDEV.S, STDEVA, STDEVPA, VAR.P, VAR.S, VARA, and VARPA.
3-D references cannot be used in array formulas.
3-D references cannot be used with the intersection operator (a single space) or in formulas that use implicit intersection.
What occurs when you move, copy, insert, or delete worksheets The following examples explain what happens when you move, copy, insert, or delete worksheets that are included in a 3-D reference. The examples use the formula =SUM(Sheet2:Sheet6!A2:A5) to add cells A2 through A5 on worksheets 2 through 6.
Insert or copy If you insert or copy sheets between Sheet2 and Sheet6 (the endpoints in this example), Excel includes all values in cells A2 through A5 from the added sheets in the calculations.
Delete If you delete sheets between Sheet2 and Sheet6, Excel removes their values from the calculation.
Move If you move sheets from between Sheet2 and Sheet6 to a location outside the referenced sheet range, Excel removes their values from the calculation.
Move an endpoint If you move Sheet2 or Sheet6 to another location in the same workbook, Excel adjusts the calculation to accommodate the new range of sheets between them.
Delete an endpoint If you delete Sheet2 or Sheet6, Excel adjusts the calculation to accommodate the range of sheets between them.
The R1C1 reference style
You can also use a reference style where both the rows and the columns on the worksheet are numbered. The R1C1 reference style is useful for computing row and column positions in macros. In the R1C1 style, Excel indicates the location of a cell with an «R» followed by a row number and a «C» followed by a column number.
A relative reference to the cell two rows up and in the same column
A relative reference to the cell two rows down and two columns to the right
An absolute reference to the cell in the second row and in the second column
A relative reference to the entire row above the active cell
An absolute reference to the current row
When you record a macro, Excel records some commands by using the R1C1 reference style. For example, if you record a command, such as clicking the AutoSum button to insert a formula that adds a range of cells, Excel records the formula by using R1C1 style, not A1 style, references.
You can turn the R1C1 reference style on or off by setting or clearing the R1C1 reference style check box under the Working with formulas section in the Formulas category of the Options dialog box. To display this dialog box, click the File tab.
Need more help?
You can always ask an expert in the Excel Tech Community or get support in the Answers community.
Источник
Creating simple formulas
- Select the cell where the answer will appear (B4, for example). Selecting cell B4.
- Type the equals sign (=).
- Type in the formula you want Excel to calculate (75/250, for example). Entering formula in B4.
- Press Enter. The formula will be calculated, and the value will be displayed in the cell.
Contents
- 1 How do I create a formula for an entire column in Excel?
- 2 How do you show the formulas on Excel?
- 3 What is basic formula?
- 4 How do you create a formula you first?
- 5 How do you display formulas in text?
- 6 What is formula in Excel?
- 7 What are the top 10 Excel formulas?
- 8 What can we use to create a formula?
- 9 What are the text formulas?
- 10 How many types of data are there in Excel?
- 11 How do you show Formulas in sheets?
- 12 How many formulas are in Excel?
- 13 What Excel formula should I use?
- 14 What are the 5 functions in Excel?
How do I create a formula for an entire column in Excel?
Just select the cell F2, place the cursor on the bottom right corner, hold and drag the Fill handle to apply the formula to the entire column in all adjacent cells.
How do you show the formulas on Excel?
To show the formulas instead of their results, press CTRL + ` (you can find this key above the tab key).
- When you select a cell, Excel shows the formula of the cell in the formula bar.
- To display all formulas, in all cells, press CTRL + ` (you can find this key above the tab key).
- Press ↓ twice.
What is basic formula?
Formula is an expression that calculates values in a cell or in a range of cells. For example, =A2+A2+A3+A4 is a formula that adds up the values in cells A2 through A4. Function is a predefined formula already available in Excel.
How do you create a formula you first?
To create a formula, you first:
- A. Select the cell you want to place the formula into.
- Type the equals sign (=) to tell Excel that you’re about to enter a formula.
- Enter the formula using any input values and the appropriate mathematical operators that make up your formula.
- Choose the new command from the file menu.
How do you display formulas in text?
You may have set the cell formatting to “Text” and then typed the formula in it. When you set the cell formatting to “Text”, Excel treats the formula as text and shows it instead of evaluating it. To fix this error, just select the cell, set its formatting to “General”. Now edit the formula and press enter.
What is formula in Excel?
In Excel, a formula is an expression that operates on values in a range of cells or a cell. For example, =A1+A2+A3, which finds the sum of the range of values from cell A1 to cell A3.
What are the top 10 Excel formulas?
Top 10 Excel Formulas Interview Questions & Answers (2021)
- SUM formula: =SUM (C2,C3,C4,C5)
- Average Formula: = Average (C2,C3,C4,C5)
- SumIF formula = SUMIF (A2:A7,“Items wanted”, D2:D7)
- COUNTIF Formula: COUNTIF(D2:D7, “Function”)
- Concatenate Function: =CONCATENATE(C4,Text, D4, Text,…)
What can we use to create a formula?
Create a simple formula in Excel
- On the worksheet, click the cell in which you want to enter the formula.
- Type the = (equal sign) followed by the constants and operators (up to 8192 characters) that you want to use in the calculation. For our example, type =1+1. Notes:
- Press Enter (Windows) or Return (Mac).
What are the text formulas?
Text formulas:
- A. Replace cell references.
- Return ASCII values of characters.
- Concatenate and manipulate text.
- Show formula error value.
How many types of data are there in Excel?
You enter three types of data in cells: labels, values, and formulas. Labels (text) are descriptive pieces of information, such as names, months, or other identifying statistics, and they usually include alphabetic characters. Values (numbers) are generally raw numbers or dates.
How do you show Formulas in sheets?
Show Formulas instead of Value in the Entire Sheet
- Click the View option in the menu.
- Click on Show formulas option.
How many formulas are in Excel?
475 formulas
Excel has over 475 formulas in its Functions Library, from simple mathematics to very complex statistical, logical, and engineering tasks such as IF statements (one of our perennial favorite stories); AND, OR, NOT functions; COUNT, AVERAGE, and MIN/MAX.
What Excel formula should I use?
Top 10 Most Useful Excel Formulas
- SUM, COUNT, AVERAGE. SUM allows you to sum any number of columns or rows by selecting them or typing them in, for example, =SUM(A1:A8) would sum all values in between A1 and A8 and so on.
- IF STATEMENTS.
- SUMIF, COUNTIF, AVERAGEIF.
- VLOOKUP.
- CONCATENATE.
- MAX & MIN.
- AND.
- PROPER.
What are the 5 functions in Excel?
5 Functions of Excel/Sheets That Every Professional Should Know
- VLookup Formula.
- Concatenate Formula.
- Text to Columns.
- Remove Duplicates.
- Pivot Tables.
Formulas are primarily mathematical equations that can perform calculations. In Excel, a formula always begins with an equal sign (=).
Excel calculates each formula from left to right, according to a specific order for each operator in the formula. For multiple operators, Excel evaluates several operators in a defined order when you combine them in a single formula.
1. Negation (as in -1)
2. Percent (%)
3. Exponentiation (^)
4. Multiplication and Division (* and /)
5. Addition and Subtraction (+ and –)
For example, =5+2*2 returns 9, while =5*2+2 returns 12.
Since multiplication comes before addition in the order, the formula =5+2*2 returns 9 because 2*2 is multiplied first before it is added to 5. The product of 2*2 is 4; therefore 5+4=9.
In the second formula, =5*2+2 returns 12 because 5*2 is multiplied first before it is added to 2. The product of 5*2, which is 10, is then added to 2 resulting to 12.
Users can control the order of evaluation by using brackets. Values within brackets are evaluated first by Excel. In the case of multiple brackets, they are evaluated by Excel working from left to right. For example:
=(5+2)*2 returns 14 because 5+2 = 7, therefore 7*2 = 14.
=5*(2+2) returns 20 because 2+2=4, therefore 5*4=20.
One powerful feature of Excel is that it allows us to substitute Cell References in formulas. So if we assume that A1 contains a 5, then = (A1+2)*2 returns 14. Excel also lets us name Cells and uses the name in formulas. If we assume A1 contains a 5 and is named Start, then =Start*(2+2) returns 20. To do this:
1. Type the value 5 in cell A1 and the name Start in B1.
2. Select the cells containing the value and the name.
3. On the Formulas tab, click Create Names from Selection.
4. In this case, since the name is to the right of the value, we are going to create names from values in the Right column. Click OK.
5. Select a cell where you would want the answer to appear; let’s choose C1. In the formula bar, type the formula =Start*(2+2). Press Enter. Notice we get the answer of 20 because the name Start now has the value of 5.
Functions are predefined formulas that perform calculations by using specific values in a particular order, or structure. These specific values are called arguments.
Function Structure always begins with an equal sign (=), followed by the function name, an opening parenthesis, the arguments for the function separated by commas, and a closing parenthesis. Remember that for every opening parenthesis, there should be a closing parenthesis for the structure to be in balance.
Excel holds an extensive library of functions that can be used to perform simple or complex calculations. This capability makes it easier to use functions correctly. You can find the list of the available functions on the Formulas tab where they are listed by category.
Another method of locating a function is by using the Insert Function dialog box. You can access it by clicking on the Insert Function button found on the Formulas tab of the Ribbon.
If you already know which functions you need to use in your formula, you may also directly type them in where necessary other than using the Ribbon or Insert function dialog box to look for the function.
Simon Calder
Chris “Simon” Calder was working as a Project Manager in IT for one of Los Angeles’ most prestigious cultural institutions, LACMA.He taught himself to use Microsoft Project from a giant textbook and hated every moment of it. Online learning was in its infancy then, but he spotted an opportunity and made an online MS Project course — the rest, as they say, is history!
The Excel Formulas Ultimate Guide
Introduction to Excel Formulas
In this guide, we are going to cover everything you need to know about Excel Formulas. Learning how to create a formula in Excel is the building block to the exciting journey to become an Excel Expert. So, let’s get started!
What is an Excel Formula?
Excel Formulas are often referred to as Excel Functions and it’s no big deal but there is a difference, a function is a piece of code that executes a predefined calculation, and a formula is an equation created by the user.
A formula is an expression that operates on values in a cell or range of cells. An example of a formula looks like this: = A2 + A3 + A4 + A5. This formula will result in the sum of the range of values from cell A2 to cell A5.
A function is a predetermined formula in Excel. It shows calculations in a particular order defined by its parameters. An example of a function is =SUM (A2, A5). This function will also provide the addition of values in the range of cells from A2 to A5 but here instead of specifying each cell address we are using the SUM function.
How To Write Excel Formulas
Let’s look at how to write a formula on MS Excel. To begin with, a formula always starts with a ‘+’ or ‘=’ sign, if you start writing the formula without any of these two signs, Excel will treat the value in that cell as text and will not perform any function.
In the screenshot below, you need to calculate the total sales amount by multiplying quantity sold with unit price. Select cell D2, type the formula ‘=B2*C2’ and press Enter. The result will display on cell D2.
Apply A Formula To An Entire Column Or Range
To copy a formula to adjacent cells, you can do the following:
- Select the cell with the formula and the adjacent cells you want to fill, then drag the fill handle.
- Select the cell with the formula and the adjacent cells you want to fill, then press Ctrl+D to fill the formula down in a column, or Ctrl+R to fill the formula to the right in a row.
- Select the cell with the formula and the adjacent cells you want to fill, then Click Home > Fill, and choose either Down, Right, Up, or Left.
How to Copy A Formula And Paste It
Excel allows you to copy the formula entered in a cell and paste it on to another cell, which can save both time and effort. To copy paste a formula:
- Select the cell whose formula you wish to copy
- Press Ctrl + C to copy the content
- Select the cell or cells where you wish to paste the formula. The copied cells will now have a dashed box around them.
- Press Alt + E + S to open the paste special box and select ‘Formula’ or Press “F’ to paste the formula.
- The formula will be pasted into the selected cells.
Basic Excel Formulas
Let’s start off with simple Excel Formulas. In the screenshot below, there are two columns containing numbers and we would like to use different operators like addition, subtraction, multiplication, and division on those to get different results. Excel uses standard operators for formulas, such as a plus sign for addition (+), a minus sign for subtraction (-), an asterisk for multiplication (*), a forward slash for division (/).
- Addition– To add values in the two columns, simply type the formula =A2+B2 on cell C2 and then copy paste the same on the cells below.
- Subtraction – To subtract values in Column B from Column A, simply type the formula =B2-A2 on cell C2 and then copy paste the same on the cells below.
- Multiplication – To multiply values in the two columns, simply type the formula =A2*B2 on cell C2 and then copy paste the same on the cells below.
- Division – To divide values in Column a by values in Column B, simply type the formula =A2/B2 on cell C2 and then copy paste the same on the cells below.
We can also calculate the percentage using Excel Formulas. In the image below, we have sales in Year 1 and Year 2 and we would like to know the % growth in sales from Year 1 to Year 2.
To do that, select cell C2 and type the formula = (B2 – A2)/B2*100
Basic Excel Functions
A function is a predefined formula that performs calculations using specific values in a particular order. Excel includes many common functions that can be useful for quickly finding the sum, average, count, maximum value, and minimum value for a range of cells. a function must be written a specific way, which is called the syntax.
The basic syntax for a function is an equals sign (=), the function name, and one or more arguments. A Function is generally comprised of two components:
1) A function name -The name of a function indicates the type of math Excel will perform.
2) An argument – It is the values that a function uses to perform operations or calculations. The type of argument a function uses is specific to the function. Common arguments that are used within functions include numbers, text, cell references, and names
Let’s look at some common Excel Functions:
SUM Function
The SUM formula adds 2 or more numbers together. You can use cell references as well in this formula.
Syntax: =SUM(number1, [number2], …)
Example: =SUM(A2:A8) or SUM(A2:A7, A9, A12:A15)
AUTOSUM Function
The AutoSum command allows you to automatically insert the most common functions into your formula, including SUM, AVERAGE, COUNT, MIN, and MAX.
Select the cell where you want the formula, Go to Home > Click on AutoSum > From the dropdown click on “Sum” > Enter.
COUNT Function
If you wish to how many cells are there in a selected range containing numeric values, you can use the function COUNT. It will only count cells that contain either numbers or dates.
Syntax: =COUNT(value1, [value2], …)
In the example below, you can see that the function skips cell A6 (as it is empty) and cell A11 (as it contains text) and gives you the output 9.
COUNTA Function
Counts the number of non-empty cells in a range. It will include cells that have any character in them and only exclude blank cells.
Syntax: =COUNTA(value1, [value2], …)
In the example below, you can see that only cell A6 is not included, all other 10 cells are
counted.
AVERAGE Function
This function calculates the average of all the values or range of cells included in the parentheses.
Syntax: =AVERAGE(value1, [value2], …)
ROUND Function
This function rounds off a decimal value to the specified number of decimal points. Using the ROUND function, you can round to the right or left of the decimal point.
Syntax: =ROUND(number,num_digit)
This function contains 2 arguments. First, is the number or cell reference containing the number you want to round off and second, number of digits to which the given number should be rounded.
- If the num-digit is greater than 0, then the value will be rounded to the right of the decimal point.
- If the num-digit is less than 0, then the value will be rounded to the left of the decimal point.
- If the num-digit equal to 0, then the value will be rounded to the nearest integer.
MAX Function
This function returns the highest value in a range of cells provided in the formula.
Syntax: =MAX(value1, [value2], …)
In the example below, we are trying to calculate the maximum value in the dataset from A2 to A13. The formula used is =MAX(A2: A13) and it returns the maximum value i.e. 96.251
MIN Function
This function returns the lowest value in a range of cells provided in the formula.
Syntax: =MIN(value1, [value2], …)
In the example below, we are trying to calculate the minimum value in the dataset from A2 to A13. The formula used is =MIN(A2: A13) and it returns the minimum value i.e. 24.178
TRIM Function
This function removes all extra spaces in the selected cell. It is very helpful while data cleaning to correct formatting and do further analysis of the data.
Syntax: =trim(cell1)
In the example below, you can see the name in cell A2 contains an extra space, in the beginning, =TRIM(A2) would return “Steve Peterson” with no spaces in a new cell.
Advanced Excel Formulas
Here is a list of Excel Formulas that we would feel comfortable referring to as the top 10 Excel Formulas. These formulas can be used for basic problems or highly advanced problems as well, though advanced excel formulas are nothing but a more creative way of using the formulas. Sure, there are legitimate Advanced Excel Formulas such as Array Formulas but in general the more advanced the problem, the more creative you need to be with Formulas.
Currently, Excel has well over 400 formulas and functions but most of them are not that useful for corporate professionals so here is a list that we believe contains the 10 best Excel formulas.
Starting with number 10 – it’s the IFERROR formula
- IFERROR Function –
- SUBTOTAL Function –
- SMALL/LARGE Function –
- LEFT Function –
- RIGHT Function –
- SUMIF Function –
- MATCH Function –
- INDEX Function –
- VLOOKUP Function –
- IF Function –
IFERROR Function –
You ever have presented a worksheet that you thought was perfect but were surprised with a “#DIV /0!” error or an “#N/A” error message (See the screenshot below), then this function is perfect for you. Excel has an “IFERROR” function that can automatically replace error messages with a message of your choice.
The IFERROR function has two parameters, the first parameter is typically a formula and the second parameter, value_if_error, is what you want Excel to do if value, the first parameter, results in an error. Value_if_error can be a number, a formula, a reference to another cell, or it can be text if the text is contained in quotes.
That means you can put formula or an expression in the first part of the IFERROR function and Excel will show the result of that formula unless the formula results in an error. If the formula results in an error, Excel will follow the instructions in the second half of the IFERROR formula.
This function cleans up your sheet and it will visually make things look a lot better and more professional.
Let’s see an example to make the concept clearer.
In this example, we have two lists – one contains the names of all people (Column A) and the second list contains the name of award winners only (Column F).
We have used a simple Vlookup function to see if the name is an award winner. The Vlookup function (it is covered later in details) will search the list on the right, if the name is present in the award winner list, it will show the name or else it will show an error.
The N/A error makes the worksheet look dirty and unprofessional. Now we will add iferror function here to remedy the same.
=IFERROR(VLOOKUP(A5,$F$5:$F$10,1,0),””)
IFERROR function will recognize the error and instead of displaying the error message will display the text, say a blank, or you can show any other message that you desire.
IFERROR is a great way to replace Excel-generated error messages with explanations, additional information, or simply leave the cell blank.
SUBTOTAL Function –
The SUBTOTAL function returns the aggregate value of the data provided. You can select any of the 11 functions that SUBTOTAL can calculate like SUM, COUNT, AVERAGE, MAX, MIN, etc. SUBTOTAL Function can also include or exclude values in hidden rows based on the input provided in the function.
Excel’s traditional formulas do not work on filtered data since the function will be performed on both the hidden and visible cells. To perform functions on filtered data one must use the subtotal function.
Syntax: SUBTOTAL(function_num,ref1,…)The first parameter is the name of the function to be used within the subtotal function and the second parameter is the range of cells that should be subtotalled
The list of functions that can be used in given below. If the data is filtered manually, the numbers from 1 – 11 will include the hidden cells and number from 101 – 111 will exclude them.
Let’s understand this function with an example.
Here we have a list of name of person, with their country and the total sales they have achieved in Q1. We will use the subtotal function to calculate the total sales in cell C26. We will also select the function in such a way that it works on filtered data as well.
The formula will be =SUBTOTAL (109,C5:C24)
This will display the total sales. Now, we filter the data to see the sales made by people in US only. You will see the value in the cell containing the SUBTOTAL function updates and it filters the dataset and displays the total sales made by US only.
Here is another benefit of using a SUBTOTAL function:
When you’re creating an information summary, especially like a profit and loss statement where you’ve got lots of subtotals, what you can do is you can use the subtotal formula, and then at the end, you can put a big old formula right at the end and it will just ignore your subtotal.
Here we have 4 different tables for sales in 4 different countries.
We can add individual SUBTOTAL functions for each table and then a grand total function in the end. The SUBTOTAL function in the end will ignore all the other SUBTOTAL functions above it and will provide you the total sales.
SMALL/LARGE Function –
Here, we have two formulas and they’re two sides of the same coin – the small formula and the large function. So, imagine you’ve got a list of, let’s say, sales data or cost data and what SMALL Function will do is provide you with the smallest value in the data set. You can also specify if you want the first smallest or second smallest. Similarly, with the large formula, you can extract the largest value in this dataset, the second largest and so on.
Syntax: =LARGE(array,k); SMALL(array,k)
The first parameter is the range of data for which you want to determine the k-th largest value and the second is the position (from the largest/smallest) in the cell range of the value to return.
Now, in the dataset above if you want to know the person who has achieved the highest sales, you can use the LARGE function – =LARGE($C$4:$C$23,E5). We have used E5 for the second parameter as it contains the value 1. If we copy paste the formula in the cells below, you will get the 1st, 2nd, 3rd, 4th and 5th largest value in the dataset. Similarly, we have used the function SMALL to get the value for lowest sales.
LEFT & RIGHT Function –
A lot of people work on text manipulation with functions like text to columns or even do it manually but being able to extract the exact number of characters that you want from the left or the right side of a string is absolutely invaluable. This is what the LEFT and RIGHT function does – it extracts a given number of characters from the left/right side of a supplied text string.
Syntax: =LEFT (text, [num_chars]) and RIGHT(text,num_chars)
The first parameter is the text string containing the characters you want to extract and the second parameter specifies how many characters you want LEFT/RIGHT to extract; 1 if omitted.
In the example given below, we have full names of people and we would like to extract the first name. We can surely do it using text to column, but using the LEFT function will give us a more automated result. So, let’s see how it can be done.
When you look at the data, you can see that a character is common in all names and it separates the first name and last name – it is a “space”. If we can find out the position of space in each cell, we can easily extract the first name.
Does Excel have a formula for this as well? Off course! SEARCH is the function that will come to your rescue.
SEARCH function provides the position of the first occurrence of the specified character.SEARCH (find_text, within_text, start_num) has three parameters – first is the character you want to find, second is the text in which you want to search and third is the character number in Within_text, counting from the left, at which you want to start searching. If omitted, 1 is used.
So, going back to our example, we use the formula SEARCH to find the position of the character – space in Column A. We will need to subtract “1” from the position to get the desired result. The formula will be =SEARCH (“ “,A5)-1 and copy paste it down.
Now we will use the LEFT Function to get the first name. =LEFT(A5,B5) – A5 contains the full name and B5 contains the number of characters from left that contains the first name.
SUMIF(S) Function –
This function is used to conditionally sum up a range of values. It returns the summation of selected range of cells if it satisfies the given criteria. It is like the SUM function because it adds stuff up. But, it allows us to specify conditions for what to include in the result. Criteria can be applied to dates, numbers, and text using logical operators (>,<,<>,=) and wildcards (*,?) for partial matching. For example, SUMIF function can add up the quantity column, but only include those rows where the SKU is equal to, say A200.
Syntax: =SUMIF (range, criteria, [sum_range])
The first argument is the range of values to be tested against the given criteria, second argument is the condition to be tested against each of the values and the last argument is the range of numeric values if the criteria is satisfied. The last argument is optional and if it is omitted then values from the range argument are used instead.
SUMIF can handle one criterion only. For multiple conditional summing – we can use SUMIFS.
The Syntax of this function is =SUMIFS( sum_range, criteria_range1, criteria1, [criteria_range2, criteria2], … ); where sum_range is the range of values to add, criteria_range1 is the range that contains the values to evaluate and criteria1 is the value that criteria_range1 must meet to be included in the sum. You can add additional pairs of criteria range and criteria if further conditions are to be met.
It is advisable to use SUMIFS even if you have only one criteria to evaluate as it will help you to easily modify the function if additional conditions come up over time.
Let’s dive into an example. Below we have data containing name, country in which sales were made, and the different quarterly sales data.
Using SUMIFS function, we would like to calculate the sum of sales in Q1 for the different countries. Now, to get the total sales in UK in Q1, we select the cell I4 and type the formula =SUMIFS(C4:C23,B4:B23,H4). We will then copy paste the formula below to get the result for each country.
INDEX & MATCH Function –
The MATCH function is used to search for an item and return the relative position of that item in a horizontal or vertical list.
Syntax: MATCH(lookup_value, lookup_array, [match_type])
The first argument is the value you want to look up, second is the range of cells being searched and the last argument, which is optimal, tells the MATCH function what sort of lookup to do.
The three acceptable values for match type are 1, 0 and -1. The default value for this argument is 1.
- If the input is 1. MATCH finds the largest value that is less than or equal to the lookup_value. The values in the lookup_array argument must be placed in ascending order.
- If the input is 0. MATCH finds the first value that is exactly equal to the lookup_value. The values in the lookup_array argument can be in any order.
- If the input is -1. MATCH finds the smallest value that is greater than or equal to the lookup_value. The values in the lookup_array argument must be placed in descending order.
For example, if the range A1:A5 contains the values Evelyn Greer, Randy Mueller, Maverick Cooper, Eesha Bevan and Nancie Velez, then the formula =MATCH(“Maverick Cooper”,A1:A5,0) returns the number 3, because Maverick Cooper is the third item in the range.
INDEX
function is used to return the value in the cell based on the row number and column number provided. It can do two-way lookup: where we are retrieving an item from a table at the intersection of a row header and column header.
Syntax: =INDEX (array, row_num, [col_num])
The first argument is the range/array containing the values you want to look up, second is the row number; the row number from which the value is to be fetched (if omitted, Column_num is required) and third is the column number from which the value is to be fetched.
For Example: =INDEX(A1:B6,3,2)
This function will look in the range A1 to B6, and It will return whatever value is housed in Row 3 and Column 2. The answer here will be “India” in cell B3.
As you have seen, Index and Match on their own are effective and powerful formulas but together they are absolutely incredible. Let’s look at it.
Remember that you must tell INDEX Function which row and column number to go to. In the examples above, we hard coded it to a specific number. But instead, we can drop this MATCH function into that space in our formula and make the formula dynamic.
Let’s dive into an example.
Here we have two dropdowns in cell H9 and H11 containing names and quarters. What we want is that, once we select a name in cell H9 and a quarter in cell H11, the corresponding sales for the specified person and quarter appears in cell H14. We will be using INDEX & MATCH to accomplish this.The formula will be: =INDEX($A$3:$F$23,MATCH(H9,$A$3:$A$23,0),MATCH(H11,$A$3:$F$3,0))
This function will take A3:F23 as the range and the first match will use the name mentioned in cell H9 (here, Eesha Bevan) and obtain the position of it in the Name column (A3:A23). This becomes the row number from which the data needs to be taken. Similarly, the second match will use the quarter mentioned in cell H11 (here, Q2 Total Sales) and obtain the position of it in the Quarter’s row (A3:F3). This becomes the column number from which the data needs to be taken. Now, based on the row and column number provided by the Match functions, index function will now provide the required value, i.e. 18,250.
This formula is now dynamic, i.e. if you change the name or quarter in cells H9 or H11 the formula will still work and provide the correct value.
VLOOKUP Function –
This function is not as flexible or powerful as the combination of Index and Match that we talked about just now, however, the reason this is number 2 on the list is simply because it’s quick, flexible, easy to implement and doesn’t put a whole lot of strain on your CPU while calculating.
Vlookup is a vertical lookup function that tries to match a value in the first column of a lookup table and then return an item from a subsequent column.
Syntax: VLOOKUP ( lookup_value , table_array , col_index_num , [range_lookup] )
- Lookup_value: Is the value to be found in the first column of the table, and can be a value, a reference, or a text string.
- Table_array: This is the lookup table and the first column in this range must contain the lookup_value.
- Col_index_num: This is the column number in table_array from which the matching value should be returned.
- Range_lookup: is a logical value that tells you the type of lookup you want to do. To find the closest match in the first column (sorted in ascending order) use TRUE; to find an exact match use FALSE (if omitted, TRUE is used as default).
In the example above, the first table contains name, country and quarterly sales and the second table contains the country name and nationality.
Now, we have an empty column (Column G) in the first table and we want to use Vlookup to extract the nationality of a person based on the country name mentioned in Column B.
The function will be: =VLOOKUP(B4,$K$3:$L$7,2,0). This function will lookup the value in cell B4 (i.e. UK) in the first column of the range K3:L7 and will return the corresponding value from the second column of the range i.e. British.
IF Function
So, why is this formula so important? Simply because this function gives you the flexibility to control your outcomes. When you can understand and model your outcomes, you can create logic and thus create a business model.
IF function is a logical test that evaluates a condition and returns a value if the condition is met, and another value if it is not met.
Syntax: =IF(logical_test,[value_if_true],[value_if_false])
- Logical test – It is condition that needs to be evaluated. The logical operators that can be used are = (equal to), > (greater than), >= (greater than or equal to), < (less than), <= (less than or equal to) and <> (not equal to).
- Value_if_true – Is the value that is returned if Logical_test is TRUE. If omitted, TRUE is returned.
- Value_if_false – Is the value that is returned if Logical_test is FALSE. If omitted, FALSE is returned.
You can also use OR and AND functions along with IF to test multiple conditions. Example: =IF(AND(logical_test1, logical_test2),[value_if_true],[value_if_false]).
IF functions can also be nested, the FALSE value being replaced by another IF function to make a further test. Example: =IF(logical_test,[value_if_true,IF(logical_test,[value_if_true],[value_if_false])).
Let’s go through the IF function with an example to discuss it in detail.
In the screenshot above, we have a table that contains the name, country and quarterly sales achieved by different persons. Now, we want to see which persons have been promoted based on the criteria that the total sales achieved by that person is greater than £250,000. In the column for Promotions (Column G), we want the formula to test whether the total sales are greater than £250,000, if it is true then we want the text “Promoted” to be displayed, else a blank.
The formula to be used will be: =IF(C4+D4+E4+F4>250000,”Promoted”,””)
So, this completes our Top 10 Excel formulas. As we have already mentioned there are 400+ Excel formulas available and these 10 best Excel formulas will cover about 70% to 75% of your needs, but if you want to go a little bit more we have a book about the 27 best Excel formulas that will cover pretty much all of your formula requirements. The best thing about this is – it contains info-graphics and is completely free!
Excel Formulas Not Working: Troubleshooting Formulas
Continuing our series on Excel Formulas, this part is all about troubleshooting Excel Formulas. Let’s look at the major issues.
How To Refresh Excel Formulas
If Your Excel Formulas are Not Calculating, then start off by refreshing them. Do either of the following methods to refresh formulas:
- Press F2 and then Enter to refresh the formula of a particular cell.
- Press Shift + F9 to recalculate all formulas in the active sheet or you can go to the Formula Tab > Under Calculation Group > Select “Calculate Sheet”.
- Press F9 to recalculate all formulas in the workbook or you can go to the Formula Tab > Under Calculation Group > Select “Calculate Now”.
- Press Ctrl + Alt + F9 to recalculate formulas in open worksheets of all open workbooks.
- Press Ctrl + Alt + Shift + F9 to recalculate formulas in all sheets in all open workbooks.
How To Show Formulas In Excel
Usually when you type a formula in Excel and press Enter, Excel displays a calculated value in the cell. If you wish to see the formula that you have typed in the cell, you can do either of the following methods:
- Go to Formula Tab > Under Formula Auditingsection > Click on “Show Formulas”.
- Press Ctrl + ` to show formulas in the cell.
How To Audit Your Formula
Formula Auditing is used in Excel to display the relationship between formulas and cells. There are different ways in which you can do that. Let’s cover each one in detail:
- Trace Precedents
Trace Precedents shows all the cells that affect the formula in the selected cell. When you click this button, Excel draws arrows to the cells that are referred to in the formula inside the selected cell.
In the example below, we have a cost table that contains totals and grand total. We will now use trace precedents to check how the cells are linked to each other.Click on the cell containing grand total (Cell C15) > Go to Formula Tab > Click on “Trace Precedents”.
To see the next level of precedents, click the Trace Precedents command again.
To remove arrows, simply go to Formula Tab > Click on “Remove Arrows”.
- Trace Dependents
Trace Dependents show all the cells that are affected by the formula in the selected cell. When you click this button, Excel draws arrows from the selected cell to the cells that use, or depend on, the results of the formula in the selected cell.
In the example below, we have a cost table that contains totals and grand total. We will now use trace dependents to check how the cells are linked to each other.Click on the cell containing Property Cost (Cell C3) > Go to Formula Tab > Click on “Trace Dependents”.
To see the next level of dependents, click the Trace Dependents command again
- Evaluate Formula
This function is used to evaluate each part of the formula in the current cell. The Evaluate Formula feature can be quite useful in formulas that nest many functions within them and helps in debugging an error.
To evaluate the calculation in cell C15 (Grand Total), Click on the cell > Go to Formula Tab > Click on “Evaluate Formula”.
A dialog box will appear that will enable you to evaluate parts of the formula.
This will help you to debug an error as it provides you with the value calculated at each step of evaluation done by Excel.
- Error Checking
This function is helpful as it is used to understand the nature of an error in a cell and to enable you to trace its precedents.
To check for the errors shown in the screenshot below, click on cell C18 > Click on Formula Tab > Under Formula Auditing group > Click on “Error Checking”.
Once you click on Error Checking button, a dialog box will appear. It will describe the reason for the error and will guide you on what to do next. You can either trace the error or ignore the error or go to the formula bar and edit it. You can choose either of these options by clicking on the button shown in the Error Checking Dialog box.
These top formulas and functions of Excel will surely help and guide you in every step of your Excel Journey.