Excel FORMULAS SCHOOL
Excel FORMULAS SCHOOL
Content
Task 1
Simple arithmetic
Task 2
Using Formulae
Task 3
Copying Formulae
Task 4
Functions
Task 5
Sum Function
Task 6
Count Function
Task 7
Precision as displayed
Task 8
Absolute Referencing
Task 9
Using Names
Task 10
Task 11
Logical IF
Task 12
Viewing Formulae
Further Exercises
Exercise 1
Holiday Costs
Exercise 2
Newspaper Sales
Exercise 3
Newspaper Sales
Exercise 4
Petty Cash
Exercise 5
Confectionery Sales
These tasks and exercises accompany the Introduction to Excel Formulae and
Functions workbook produced by UCL Information Systems. You will need to
download files to accompany the course from www.ucl.ac.uk/is/training/exercises.htm
click on the Excel link to download the files.
UCL
Enter a formula to add together the contents of cells B3 and B4. Place
the result in B6.
2.
Enter a formula to subtract the contents of cells B4 from B3. Place the
result in cell B7.
3.
Enter a formula to multiply the contents of cell B3 by B4. Place the result in cell B8.
4.
Enter a formula to divide the contents of cell B3 by B4. Place the result in B9.
5.
Do a quick check that your answers are correct, then save the file as maths.xls in the
IntroFormulaeFunctionsfolder.
There are 20 female and 30 male students in each of 10 groups. How many students are there?
There are 23 black pens, 46 blue pens, and 11 pencils to be shared among 10 students. How many
writing implements would each student get?
100 sandwiches were delivered for a lunch buffet, 30 were eaten by the helpers before the delegates
(6 from Oxford, 12 from Cambridge, and 17 from London) arrive. How many sandwiches would
each delegate have?
Plane tickets are only available if you purchase them 45 days in advance. If today is 5 September,
and you want to travel on 26 October, how many days do you have to buy your tickets?
Your friends birthday is the 14 June. If today is 24 May, how many weeks do you have to buy a
present?
UCL
Task 4 - Functions
1. Open the summary.xls file in the IntroFormulaeFunctionsfolder.
2. Add a sixth column to the Worksheet and label this Average. You will use the Function Wizard to
calculate the Average value for each region.
3. Position the cursor in cell F4 and click on the Function Wizard button. Select the Average function and
click on OK.
4. Highlight the range B4:E4 in the Worksheet (if this range has not already been added automatically).
Click on OK to complete. Check that the formula is correct and copy it to the remaining rows in the
column.
5. Save the file.
Highlight the range B4:B8. Note this range includes an empty cell. Click on the AutoSum button.
Look at the formula generated.
Click in cell C8 and click on the AutoSum icon. Check the formula is correct.
Note that the second method is quicker, but also more prone to error always check the formula.
2. Copy the formula in cell C8 to the remaining columns. Save the file.
Working with the Summary.xls file again, use one of the COUNT functions to count the number of
cells in the summary Worksheet containing numerical data. Place the answer in cell A11.
6.
Use one of the COUNT functions to count the number of cells in the summary Worksheet containing
either numerical or text data (i.e. non-blank cells). Place the answer in cell A12.
7.
Use one of the COUNT functions to count the number of blank cells there are in the range A1:E8 on
the summary Worksheet. Place the answer in cell A13.
UCL
5.5
5.5
5.5
5.5
2
Format the cells to display no decimal places. What happens to the numbers displayed?
Enter a formula in cell A5 to calculate the average of the values in cells A1:A4.
Examine the result of this calculation in cell A5. How many decimal places are displayed?
Now set the format of cell A5 to display two decimal places. What happens to the result?
Finally, set the precision of the entire Worksheet to display Precision as Displayed using the Options
menu.
8.
Enter a formula in cell D5 to calculate the Total Cost i.e. Price + Delivery Charge. What sort of
Reference should you use to refer to the Delivery Charge?
9.
10.
Enter a formula in cell E5 (under the heading Days Outstanding) to calculate the number of days since
the Invoice Date (D1) i.e. Invoice Date - Date of Sale.
11.
12.
Enter the labels Average, Minimum and Maximum in cells B22, B23 and B24 respectively.
13.
Working with the Price column and using the appropriate functions, calculate the average, minimum
and maximum prices, placing the results in cells C22, C23 and C24 respectively.
14.
UCL
15.
Give the cell containing the Invoice Date(D1) the name InvoiceDate.
16.
Give the cell containing the Delivery Charge (D2) the name DeliveryCharge.
17.
Give the range of cells containing the purchase date (A5:A20) the name PurchaseDate.
18.
Give the range of cells containing the price (C5:C20) the name Price.
19.
Enter a formula in cell D5 to calculate the Total Cost i.e. Price + DeliveryCharge using Names to refer
to the cells.
20.
21.
Enter a formula in cell E5 (under the heading Days Outstanding) to calculate the number of days since
the Invoice Date (D1) i.e. using Names to refer to the cells.
22.
23.
Open the florist.xls file from the previous exercise and check that the results you have obtained
in the two exercises are the same.
Save the florist-names.xls file.
24.
Using the Create Name function, create names for all of the columns in the spreadsheet (you should be
able to do this in one simple operation).
25.
I7
I8
J6
K6
L6
26.
Use the COUNTIF function to find the numbers of females and males. The formulae should be entered
into cells J7 and J8 respectively. (Use names in the formula instead of ranges).
27.
In cells K7 and K8 use the SUMIF function to calculate the total salaries for females and males
respectively. (Use names in the formula instead of ranges).
28.
In cell L7 and L8 calculate the average salaries for females and males using the values calculated in
questions 4 and 5.
29.
30.
In cell J10 enter a function to calculate the number of people earning 50,000 or more
UCL
Task 11 - Logical IF
1
31.
Use the logical IF function to enter yes or no in the paid column, and to record whether members
have paid their membership fully (note, you will need to compare the paid to date values with the
total due values). Save the file.
32.
Use the Options window to display the formulae in the Worksheet. Notice how the columns containing
the formulae widen to accommodate them.
33.
Now use the Options window again to turn off the formula display. Notice how the columns
containing the formulae shrink back to size again.
34.
UCL
Further Exercises
Training Files
If you wish to attempt the following exercises and you are not using a training account it is necessary to
download the training files used in this workbook from the IS Training web site at:
http://www.ucl.ac.uk/is/training/exercises.htm
Full instructions on how to do this are provided on this web page.
The downloaded files will be copied to a folder on the r:\ drive (unless other wise specified) into the
r:\training.dir\excelp1 folder.
2. Enter a formula in cell B8 to calculate the Sub Total of the Travel Costs. When you have entered this
formula and are confident that it is correct, copy the formula to the other cells in the row (i.e. cells
C8:F8).
3. Enter a formula in cell B16 to calculate the Sub Total of the Additional Costs. Copy this formula to cells
C16:F16.
4. Enter a formula in cell B18 to calculate the Grand Total. Copy this formula to cells C18:F18.
5. Save the file as holiday.xls in the r:\training.dir\excelp1 folder.
UCL
Check that the formula is correct and then copy it to the remaining columns.
5. Enter a formula in cell B28 to calculate the Total Sales using the retail prices given.
Total Sales = Newspapers Sold * Retail Price
(Note: make sure you use the appropriate retail price for each newspaper.)
Hint: If you are unclear how to create this formula, try substituting the relevant Cell References into the
formula exactly as it is given. For example, to calculate the Total Sales of The Chronicle use
the formula:
Total Sales
becomes:
4. Using the function wizard find for yourself a suitable function to automatically return the current date.
Insert this function in cell H1.
Introduction to Excel Formulae & Functions - Exercises
UCL
UCL
10
Revision Exercises
Exercise 4 Petty Cash
1. Create a Petty Cash Worksheet as shown here.
Save it with the name petty.xls in the
r:\training.dir\excelp1 folder.
2. Apply a currency format with two decimal
places to the data where appropriate.
3. Insert a row between rows 1 and 2 and remove
the blank row 4.
4. Enter formulae to calculate the Weekly Total for each of the weeks.
5. Week 3 has been omitted in error. Insert a row and add the following data:
Week3
Milk
3.00
Postage
4.00
Stationery
5.00
Week1
Week2
Week3
Week4
Coffee
4.30
3.50
0
5.20
10. You have been asked to give a rough estimate of the total yearly out-going of petty cash. Insert a new
label below Monthly Total called Yearly Estimate. Insert a formula in cell B9 to multiply the Monthly
Total for Milk by 12. Copy this formula across the remainder of the cells in this row.
11. Enter a label Grand Total in cell A10. Now sum the Yearly Estimate row to calculate the grand total for
the year. Place this total in cell B10.
12. Format the font to Comic Sans MS 12pt.
13. Embolden the text in the row and column headings.
14. Set the width of each column to approximately width:12.00.
15. Format the text in column A so that it wraps within the cells.
16. Centre the heading across columns A to F.
17. Add a heavy border around the outside of the table -- apart from the heading i.e. A3:F10. Add horizontal
lines between the rows containing the summary data (Monthly Total, Yearly Estimate and Grand Total).
18. Add a header to the Worksheet to include the filename in the centre portion. Add a footer to include the
date on the right, and your name on the left.
19. Centre the data both vertically and horizontally on the page, for printing.
20. Select to print Row and Column headings.
21. Print the Worksheet and save it with the same name petty.xls.
UCL
11
Price
0.29
0.32
0.30
0.29
0.34
0.31
Number Sold
Week 1
Week 2
55
72
38
62
122
54
98
115
65
83
48
52
Formula Formula
Week 3
65
44
98
90
65
35
Formula
Week 4
70
59
84
101
79
67
Formula
Total Sold
Sales
Formula
Formula
Formula
Formula
Formula
Formula
Formula
Formula
Formula
Formula
Formula
Formula
Formula
Formula
11. Print a copy of the Worksheet and Save the Worksheet with the same name, sweets.xls.
UCL
12