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Advance Excel Formulas

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13K views

Advance Excel Formulas

Uploaded by

jerickculaniban.cosca
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Advanced excel formulas

Advanced Excel Formulas


#1 – VLOOKUP Formula in Excel

#2 – INDEX Formula in Excel

#3 – MATCH Formula in Excel

#4 – IF AND Formula in Excel

#5 – IF OR Formula in Excel

#6 – SUMIF Formula in Excel

#7 – CONCATENATE Formula in Excel

#8 – LEFT, MID, and RIGHT Formula in Excel

#9 – OFFSET Formula in Excel

#10 – PIVOT Formula in Excel

#1 – VLOOKUP Formula in
Excel
This advanced Excel function is one of the most used
formulae in Excel. It is mainly due to the simplicity of this
formula and its application in looking up a certain value from
other tables, which has one standard variable across these
tables. For example, suppose you have two tables detailing a
company’s employee salary and name, with “Employee ID”
being a primary column. You want to get the salary from
Table B in Table A.

You can use VLOOKUP as below.


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It will result in the table below when we apply this advanced


Excel formula in other cells of the “Employee Salary” column.

Drag the formula to the rest of the cells.

There are three major delimitations of VLOOKUP:

1. You cannot have a primary column on the right of the


column for which you want to populate the value from
another table. The “Employee Salary” column cannot be
before the “Employee ID.”
2. In the duplicated values in the primary column in Table
B, the first value will get populated in the cell.
3. If you insert a new column in the database (e.g., insert a
new column before “Employee Salary” in Table B), the
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output of the formula could be different based on the


position that you have mentioned in the formula (in the
above case, the result would be blank).

#2 – INDEX Formula in Excel


This advanced Excel formula is used to get the value of a cell
in a given table by specifying the number of rows, columns,
or both. E.g., to get an employee’s name at the 5th
observation. Below is the data.

We can use the advanced Excel formula below:

We can use the same INDEX formula in getting values along


the row. So, for example, when using both row and column
numbers, the syntax would look like this:
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The above formula would return as “Rajesh Ved.”

Note: If you insert another row into the 5th row, the formula
will return as “Chandan Kale.” Hence, the output would
depend on any changes in the data table over time.
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#3 – MATCH Formula in
Excel
This Excel advanced formula returns the row or column
number when a specific string or number is in the given
range. In the below example, we are trying to find “Rajesh
Ved” in the “Employee Name” column.

The formula would be as given below:

The MATCH function would return 5 as the value.

The 3rd argument is used for the exact match. You can also
use +1 and -1 based on your requirements.

Note: One can combine INDEX and MATCH to overcome the


limitation of VLOOKUP.
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#4 – IF AND Formula in Excel


There are many instances when one needs to create flags
based on some constraints. We all are familiar with the basic
syntax of IF. We use this advanced excel IF function to
create a new field based on some existing field constraints.
But what if we need to consider multiple columns while
creating a flag? E.g., in the below case, we want to flag all
the employees whose salary is greater than 50,000. But
“Employee ID” is greater than 3.

We would use the IF AND formula in such cases. Please find


below the screenshot for the same.

It would return the result as 0.


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We can have many conditions or constraints to create a flag


based on multiple columns using AND.

#5 – IF OR Formula in Excel
Similarly, we can use the OR function in Excel instead of
AND if we need to satisfy one of the many conditions.

If any condition is satisfied in the above cases, we will have


the cell populated as 1, else 0. We can substitute 1 or 0 with
some substrings with double quotes (“”).
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#6 – SUMIF Formula in Excel


In some analyses, you might need to filter observations when
applying the sum or count function. In such cases, this
advanced Excel SUMIF function in excel is at our rescue. It
filters all the observations based on certain conditions in this
advanced excel formula and sums up them. E.g., What if we
want to know the sum of salaries of only those employees
with employee IDs greater than 3?
By applying the SUMIFS formula:

The formula returns the results as 322000.

We can also count the number of employees in the


organization having an employee ID greater than 3 using
COUNTIF instead of SUMIF.

#7 – CONCATENATE Formula
in Excel
This Excel advanced function is one of the formulas used with
multiple variants. This advanced Excel formula helps us join
several text strings into one text string. For example, if we
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want to show “Employee ID” and “Employee Name” in a


single column.

We can use this CONCATENATE formula here.

The above formula will result in “1Aman Gupta”.

We can have one more variant by putting a single hyphen


between ID and NAME. E.g., CONCATENATE(B3,”-“,C3) will
result in “1-Aman Gupta”. We can also use this in VLOOKUP
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when LOOKUP in Excel value is a mixture of more than one


variable.

#8 – LEFT, MID, and RIGHT


Formula in Excel
We can use this advanced Excel formula to extract a specific
substring from a given string. One could use it based on our
requirements. E.g., If we want to remove the first 5
characters from “Employee Name,” we can use the LEFT
formula in Excel with the column name and second
parameter as 5.

The output is given below:


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The application of the RIGHT formula in Excel is also the


same. It is just that we would be looking at the character
from the right of the string. However, in the case of a MID
function in excel, we must give the required text string’s
starting position and the string’s length.
#9 – OFFSET Formula in
Excel
This advanced Excel function, combined with SUM or
AVERAGE, could give a dynamic touch to the calculations. It
is best used when we insert continuous rows into an existing
database. OFFSET Excel provides a range where we need to
mention reference cells, number of rows, and columns. E.g., If
we want to calculate the average of the first 5 employees in
the company where we have the salary of employees sorted
by employee ID, we can do the following. The calculation
below will always give us a salary.
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 It will give us the sum of salaries of the first 5


employees.

#10 – PIVOT TABLE in Excel


Pivot tables are one of Excel's most powerful features. A pivot table allows you to
extract the significance from a large, detailed data set.
Our data set consists of 213 records and 6 fields. Order ID, Product, Category, Amount,
Date and Country.

Insert a Pivot Table


To insert a pivot table, execute the following steps.
1. Click any single cell inside the data set.

2. On the Insert tab, in the Tables group, click PivotTable.

The following dialog box appears. Excel automatically selects the data for you. The
default location for a new pivot table is New Worksheet.
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3. Click OK.

Drag fields
The PivotTable Fields pane appears. To get the total amount exported of each product,
drag the following fields to the different areas.
1. Product field to the Rows area.

2. Amount field to the Values area.

3. Country field to the Filters area.

Below you can find the pivot table. Bananas are our main export product. That's how
easy pivot tables can be!
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Sort
To get Banana at the top of the list, sort the pivot table.

1. Click any cell inside the Sum of Amount column.

2. Right click and click on Sort, Sort Largest to Smallest.

Result.

Filter
Because we added the Country field to the Filters area, we can filter this pivot table by
Country. For example, which products do we export the most to France?

1. Click the filter drop-down and select France.


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Result. Apples are our main export product to France.

Note: you can use the standard filter (triangle next to Row Labels) to only show the
amounts of specific products.

Change Summary Calculation


By default, Excel summarizes your data by either summing or counting the items. To
change the type of calculation that you want to use, execute the following steps.

1. Click any cell inside the Sum of Amount column.

2. Right click and click on Value Field Settings.

3. Choose the type of calculation you want to use. For example, click Count.
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4. Click OK.

Result. 16 out of the 28 orders to France were 'Apple' orders.

Two-dimensional Pivot Table


If you drag a field to the Rows area and Columns area, you can create a two-
dimensional pivot table. First, insert a pivot table. Next, to get the total amount
exported to each country, of each product, drag the following fields to the different
areas.
1. Country field to the Rows area.

2. Product field to the Columns area.

3. Amount field to the Values area.

4. Category field to the Filters area.


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Below you can find the two-dimensional pivot table.

To easily compare these numbers, create a pivot chart and apply a filter. Maybe this is
one step too far for you at this stage, but it shows you one of the many other powerful
pivot table features Excel has to offer.
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