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BASIC TO ADVANCE FORMULAS IN EXCEL

The document outlines various Excel formulas categorized into basic, intermediate, and advanced levels. Basic formulas include mathematical, text, and logical functions, while intermediate formulas cover date, time, financial, and lookup functions. Advanced formulas encompass array formulas, conditional formatting, pivot tables, data validation, and user-defined functions to enhance productivity and analysis in Excel.

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4 views

BASIC TO ADVANCE FORMULAS IN EXCEL

The document outlines various Excel formulas categorized into basic, intermediate, and advanced levels. Basic formulas include mathematical, text, and logical functions, while intermediate formulas cover date, time, financial, and lookup functions. Advanced formulas encompass array formulas, conditional formatting, pivot tables, data validation, and user-defined functions to enhance productivity and analysis in Excel.

Uploaded by

byjus.ucengineer
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Basic to Advanced Excel Formulas

Basic Formulas

●​ Mathematical Operations:
○​ SUM(range): Adds the values in a range.
○​ AVERAGE(range): Calculates the average of values in a range.
○​ COUNT(range): Counts the number of cells in a range.
○​ MAX(range): Finds the maximum value in a range.
○​ MIN(range): Finds the minimum value in a range.
●​ Text Functions:
○​ CONCATENATE(text1, text2, ...): Combines text strings.
○​ LEN(text): Returns the length of a text string.
○​ UPPER(text): Converts text to uppercase.
○​ LOWER(text): Converts text to lowercase.
●​ Logical Functions:
○​ IF(condition, value_if_true, value_if_false): Performs a logical test and returns a value
based on the result.
○​ AND(logical1, logical2, ...): Returns TRUE if all arguments are TRUE.
○​ OR(logical1, logical2, ...): Returns TRUE if at least one argument is TRUE.
Intermediate Formulas

●​ Date and Time Functions:


○​ TODAY(): Returns the current date.
○​ NOW(): Returns the current date and time.
○​ YEAR(date), MONTH(date), DAY(date): Extract year, month, and day from a date.
●​ Financial Functions:
○​ PMT(rate, nper, pv): Calculates the periodic payment for a loan.
○​ FV(rate, nper, pmt, pv, type): Calculates the future value of an investment.
○​ PV(rate, nper, pmt, fv, type): Calculates the present value of an investment.
●​ Lookup and Reference Functions:
○​ VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup]): Looks up a value
in the first column of a table and returns a corresponding value from another column.
○​ HLOOKUP(lookup_value, table_array, row_index_num, [range_lookup]): Similar to
VLOOKUP, but looks up values horizontally.
○​ INDEX(array, row_num, [column_num]): Returns a value from a specified row and column
within an array.
○​ MATCH(lookup_value, lookup_array, [match_type]): Finds the position of a value within an
array.
Advanced Formulas

●​ Array Formulas: Formulas that perform calculations on arrays of data.


○​ Example: =SUMPRODUCT(A2:A5, B2:B5) multiplies corresponding elements in two arrays
and sums the results.
●​ Conditional Formatting: Applies formatting based on specific conditions.
○​ Example: Highlight cells with values greater than 100.
●​ Pivot Tables: Summarize and analyze large datasets.
○​ Group data by categories and calculate aggregates like sums, averages, and counts.
●​ Data Validation: Restricts the type of data that can be entered into cells.
○​ Example: Prevent users from entering negative numbers.
●​ User-Defined Functions (UDFs): Create custom functions using VBA or other programming
languages.
By mastering these formulas, you can significantly enhance your productivity and analysis
capabilities in Excel.

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