Excel notes
Excel notes
Excel is a spreadsheet program developed by Microsoft. It's part of the Microsoft Office Suite
and is widely used for data entry, organization, analysis, and visualization. Excel is popular
across industries, including business, finance, data science, and education, for tasks like
budgeting, data tracking, and statistical analysis.
In modern versions of Microsoft Excel, such as those in Excel 2016, Excel 2019, Excel 2021,
and Excel for Microsoft 365, the maximum number of columns and rows is:
Office Button
Here’s a step-by-step guide on how to use the basic and essential file management functions in
Excel, including New, Open, Save, Save As, Print, Prepare, Send, Publish, Close, and Excel
Options.
1. New Workbook
To create a new workbook:
1. Open Excel.
2. Click on the File tab in the top left corner to access the backstage view.
3. Select New from the menu.
4. Choose Blank Workbook for a new, empty workbook, or select from the
available templates.
5. The new workbook will open, and you can start entering your data.
3. Save a Workbook
To save a workbook that you've been working on:
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1. Click on the File tab.
2. Select Save.
3. If it's a new file that hasn’t been saved yet, Excel will prompt you to choose a
location (e.g., your computer, One Drive) and give the file a name.
1. Once the file is named and saved, any further changes will be saved by clicking
Save again or using the Ctrl + S shortcut.
5. Print a Workbook
To print a workbook or specific parts of it:
6. Prepare a Workbook
Prepare refers to preparing your workbook for distribution, ensuring that sensitive information
is removed and the file is finalized:
7. Send a Workbook
To send your workbook to others via email or other means:
8. Publish a Workbook
To publish your workbook to a web or cloud service:
9. Close a Workbook
To close a workbook but keep Excel open:
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3. If there are any unsaved changes, Excel will prompt you to save the file before
closing. You can choose to save, don’t save, or cancel the action.
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Home Tab
Clipboard group
1. Copy
The Copy function allows you to duplicate selected cells to another location without removing
them from their original position.
Steps to Copy:
2. Cut
The Cut function allows you to remove selected cells from their original location and move them
to another.
Steps to Cut:
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4. Paste the Cut Content:
o Right click on the destination cell and choose Paste, or
o Go to the Home tab and click the Paste button, or
o Use the keyboard shortcut Ctrl + V.
5. Complete the Operation:
o The content will be removed from the original location and pasted in the
new location.
3. Paste
The Paste function is used to place the copied or cut content into a new location.
Steps to Paste:
4. Format Painter
The Format Painter allows you to copy the formatting (like font, color, border, etc.) from one
cell and apply it to another without copying the content.
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o Click on the cell that has the formatting you want to copy.
2. Activate Format Painter:
o Go to the Home tab and click on the Format Painter button (paintbrush
icon) in the Clipboard group.
▪ Single Click: Copies the formatting and applies it to one other
selection.
▪ Double Click: Locks the Format Painter, allowing you to apply the
formatting to multiple cells.
3. Apply the Formatting:
o Click or drag over the cell(s) where you want to apply the formatting.
4. Exit Format Painter:
o If you double-clicked the Format Painter, click the Esc key to exit the
mode once you’re done applying formatting.
Example Scenario:
• You have a table with headings styled in bold and blue font. You want the same
formatting for headings in a different table.
1. Select the cell with the blue, bold heading.
2. Click on Format Painter.
3. Click on the new heading cells to apply the same bold, blue formatting.
Font Group
1. Font Family
The Font Family option allows you to change the style of the text in your selected cell(s).
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2. Font Size
The Font Size option allows you to adjust the size of the text in your selected cell(s).
3. Grow Font
4. Shrink Font
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5. Bold
The Bold button makes the text in your selected cells bold.
6. Italic
The Italic button makes the text in your selected cells italicized.
7. Underline
The Underline button adds an underline to the text in your selected cells.
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8. Border
The Border option allows you to add borders around selected cells.
9. Fill Color
The Fill Color option changes the background color of selected cells.
The Font Color option changes the color of the text in selected cells.
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o Choose a color from the palette.
3. Apply:
o The selected text will now be in the chosen font color.
Alignments Group
1. Align Left
Aligns the text to the left side of the cell
Steps:
1. Select the Cell(s): Click on the cell or highlight the range of cells where you want to
align the text.
2. Click Align Left:
o Go to the Home tab.
o In the Alignment group, click the Align Left button (icon showing horizontal
lines aligned to the left).
3. Apply: The text in the selected cells will now be aligned to the left.
2. Align Right
Aligns the text to the right side of the cell
Steps:
3. Center Align
Centers the text horizontally within the cell
Steps:
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4. Top Align
Aligns the text to the top of the cell vertically
Steps:
5. Middle Align
Centers the text vertically within the cell
Steps:
6. Bottom Align
Aligns the text to the bottom of the cell vertically
Steps:
7. Wrap Text
Wraps text to display it on multiple lines within a cell, instead of overflowing into adjacent cells
Steps:
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o Go to the Home tab.
o In the Alignment group, click the Wrap Text button.
3. Apply: The text in the selected cells will now wrap within the cell, fitting the content into
multiple lines if needed.
Steps:
1. Select the Cells to Merge: Highlight the cells you want to merge and center the content.
2. Click Merge & Center:
o Go to the Home tab.
o In the Alignment group, click the Merge & Center button.
3. Apply: The selected cells will merge into one, and the content will be centered.
9. Merge Across
Merges cells across the selected columns but keeps the rows separate.
Steps:
1. Select the Cells to Merge: Highlight the range of cells across multiple columns.
2. Click Merge Across:
o Go to the Home tab.
o Click the dropdown arrow next to the Merge & Center button.
o Select Merge Across from the menu.
3. Apply: The cells across each row will merge, but the rows will remain separate.
Steps:
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11. Unmerge Cells
Splits merged cells back into individual cells.
Steps:
1. Select the Merged Cell(s): Click on the merged cells that you want to unmerge.
2. Click Unmerge Cells:
o Go to the Home tab.
o Click the dropdown arrow next to the Merge & Center button.
o Select Unmerge Cells from the menu.
3. Apply: The merged cells will be split back into individual cells.
Steps:
Steps:
Steps:
1. Select the Cell(s).
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2. Click Decrease Indent:
o Go to the Home tab.
o In the Alignment group, click the Decrease Indent button (left pointing arrow
icon).
3. Apply: The content in the selected cells will be indented to the left.
Number Group
• General
o This is the default format. No specific formatting is applied. Select General from
the list.
• Number
o Select Number. You can set decimal places and whether to use a comma
separator for thousands.
• Currency
o Select Currency. Choose the symbol (like $, €, etc.), decimal places, and how to
display negative numbers.
• Accounting
o Select Accounting. Similar to Currency but aligns the currency symbols and
decimal points in a column.
• Short Date
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o Select Date, and then choose Short Date from the options. It usually displays
dates in a format like MM/DD/YYYY or DD/MM/YYYY depending on your
regional settings.
• Long Date
o Select Date, and then choose Long Date. This format displays the full date, such
as Monday, January 1, 2024.
• Time
o Select Time. Choose a format like HH:MM AM/PM or HH:MM: SS.
• Percentage
o Select Percentage. Specify the number of decimal places you want to display.
• Fraction
o Select Fraction. You can choose how you want the fractions to be displayed (like
1/2, 2/3, etc.).
• Scientific
o Select Scientific. This format is useful for displaying very large or very small
numbers in scientific notation (e.g., 1.23E+10).
• Text
o Select Text to treat the data as text, even if it looks likes a number (this is useful
for IDs or other alphanumeric strings).
• After selecting the desired format, click OK to apply it to the selected cell(s).
• Check that the cell displays the data in the format you selected.
Example Usage
• Currency: For a cell containing 1000, applying the Currency format with the $ symbol
will display it as $1,000.00.
• Percentage: For a cell containing 0.25, applying the Percentage format will display it as
25%.
Styles Group
Conditional Formatting in Excel allows you to automatically apply formatting to cells based on
specific criteria. The Highlight Cells Rules option is one of the most commonly used features,
enabling you to highlight cells that meet certain conditions. Here’s a detailed breakdown of how
to use Highlight Cells Rules and the various options available:
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1. Accessing Highlight Cells Rules
• Select the Range: Start by selecting the range of cells you want to apply conditional
formatting to.
• Open Conditional Formatting: Go to the Home tab on the Ribbon, click on
Conditional Formatting, and hover over Highlight Cells Rules in the dropdown menu.
Here are the key options you can choose from under Highlight Cells Rules:
A. Greater Than
• Usage: Use this option to highlight cells with values greater than a specified number.
• Example: If you want to highlight all sales figures greater than 1000:
o Choose Greater Than.
o Enter 1000 in the dialog box.
o Choose a formatting style (e.g., Light Green Fill with Dark Green Text).
o Click OK.
B. Less Than
• Usage: Use this option to highlight cells with values less than a specified number.
• Example: To highlight all expenses less than $500:
o Choose Less Than.
o Enter 500.
o Select your desired formatting.
o Click OK.
C. Between
d. Equal To
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o Choose Equal To.
o Enter 100.
o Choose your formatting.
o Click OK.
f. A Date Occurring
• Usage: Highlight cells with dates that fall within a specific timeframe (e.g., today,
yesterday, and last week).
• Example: To highlight dates that are today:
o Choose A Date Occurring.
o Select today from the dropdown.
o Choose formatting.
o Click OK.
g. Duplicate Values
• Manage Rules: To modify or delete any of the highlight rules you’ve created, go to
Conditional Formatting > Manage Rules. You can edit existing rules or delete them as
needed.
• Sales Data: Highlight sales figures that exceed a target to quickly identify top
performers.
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• Performance Metrics: Highlight scores below a passing threshold in an exam or
assessment.
• Project Management: Use the "Text that Contains" rule to highlight tasks marked as
"Overdue."
• Quick Visual Analysis: Easily identify trends, outliers, and critical data points at a
glance.
• Customizable: Tailor the rules to fit your specific data and needs.
• Dynamic Updates: The formatting will automatically update as you change data in the
cells.
By using Highlight Cells Rules, you can enhance your data presentation and analysis in Excel,
making it easier to focus on key information! If you have specific scenarios or examples in mind,
feel free to ask!
In Excel, Top & Bottom Rules are a specific category of Conditional Formatting that allows
you to highlight cells based on their relative ranking within a selected range. This can be
particularly useful for quickly identifying high and low values in your data set. Here’s a detailed
explanation of how to use these rules:
1. Select Your Data: Start by selecting the range of cells that you want to analyze (e.g., a
list of sales figures, test scores, or other numerical data).
2. Open Conditional Formatting: Go to the Home tab in the Ribbon, click on Conditional
Formatting, and hover over Top/Bottom Rules in the dropdown menu.
1. Top 10 Items
• Usage: This rule highlights the top N items (default is 10) in a selected range.
• Example:
o If you want to highlight the top 5 sales amounts:
1. Choose Top 10 Items from the menu.
2. In the dialog box, change the number from 10 to 5.
3. Choose a formatting style (e.g., light green fill).
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4. Click OK.
2. Top 10%
3. Bottom 10 Items
• Usage: This rule highlights the bottom N items (default is 10) in a selected range.
• Example:
o To highlight the bottom 3 sales amounts:
1. Choose Bottom 10 Items.
2. Change the number from 10 to 3.
3. Select formatting (e.g., light red fill).
4. Click OK.
4. Bottom 10%
• To manage the rules you’ve created, go to Conditional Formatting > Manage Rules.
Here, you can:
o Edit existing rules to change the parameters or formatting.
o Delete rules that are no longer needed.
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Practical Applications of Top & Bottom Rules
• Sales Analysis: Quickly identify the top 10 products based on sales figures and the
bottom 10 for inventory management.
• Performance Evaluation: Highlight the top and bottom performers in employee
evaluations, assessments, or competitions.
• Financial Data: Assess and visualize financial metrics like revenues, expenses, and
profits by highlighting key figures.
• Quick Visual Insights: Instantly see which values are the highest or lowest without
needing to sort or filter data manually.
• Dynamic Updates: As your data changes, the formatting will automatically adjust to
reflect the current top and bottom values.
• Customizable Parameters: You can tailor the number of items or percentages based on
your specific analysis needs.
Example Scenario
Using Top 10 Items: If you want to highlight the top 2 sales amounts, you would select the
data, choose Top 10 Items, enter 2, and apply a green fill. Charlie and Eva’s sales would be
highlighted.
Using Bottom 10%: To highlight the bottom 50% of sales amounts, you would choose
Bottom 10%, adjust it to 50%, and apply a red fill. Bob and David’s sales would be highlighted.
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2. Using Color Scales:
o Choose Color Scales and select a scale style (e.g., green yellow red).
o This will apply a color gradient based on the values in the selected range.
3. Using Icon Sets:
o Choose Icon Sets and select a set.
o Excel will apply icons based on the values in your cells.
• Once you’ve set your rules, Excel will automatically apply the formatting based on the
conditions you defined.
Using Format as Table in Excel allows you to quickly convert a range of data into a well
formatted table, enhancing the readability and functionality of your data. This feature also
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enables various functionalities, such as filtering and sorting. Here’s a step-by-step guide on how
to use Format as Table:
Charlie 35 Chicago
• Change Table Style: You can change the table style at any time by selecting the table
and going back to Format as Table to choose a different style.
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• Add Total Row: To include a totals row:
o Click anywhere in the table.
o Go to the Table Design tab (or Table Tools tab in older versions).
o Check the Total Row option.
• Filter and Sort: Use the dropdown arrows in the header row to filter or sort your data.
• Resize the Table: Drag the bottom right corner of the table to expand or reduce its size.
The Table Design Options in Excel provide a set of features and settings that allow you to
customize the appearance and functionality of your formatted tables. Once you've converted a
range of data into a table using Format as Table, you can utilize these design options to enhance
the usability and presentation of your data. Here’s a breakdown of the Table Design Options:
2. Table Styles
• Description: A collection of predefined styles that dictate the table's appearance,
including colors, borders, and font styles.
• Usage: Click the dropdown arrow to browse through different styles. You can also hover
over a style to see a live preview on your table before selecting it.
• Example: Choose a light-colored style for a more modern look or a bold style for better
visibility.
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3. Banded Rows and Banded Columns
• Description: Options to apply alternating row colors (banded rows) or alternating
column colors (banded columns) for improved readability.
• Usage: Check or uncheck these options to enable or disable banded formatting.
• Example: Banded rows can help distinguish between different records quickly.
4. Header Row
• Description: Displays the header row of your table, which usually contains the column
names.
• Usage: This option is enabled by default. You can toggle it off if you want to hide the
headers.
• Example: Useful when you want a clean look without headers in certain presentations.
5. Total Row
• Description: Adds a row at the bottom of your table that can perform various
calculations, such as sum, average, count, etc.
• Usage: Check the Total Row option to display it. You can then click on any cell in the
Total Row to select a function (e.g., SUM, AVERAGE).
• Example: You could use this feature to quickly calculate the total sales from your sales
table.
6. Filter Button
• Description: Displays filter buttons on each header for easy sorting and filtering of data.
• Usage: This is enabled by default. You can toggle it off if you prefer not to have filter
options.
• Example: Use filter buttons to quickly sort sales data by date or filter to show only
specific regions.
7. First Column
• Description: Formats the first column differently (usually bold or with a different
background color) to distinguish it from the rest of the table.
• Usage: Check this option to enable special formatting for the first column.
• Example: Useful for tables where the first column contains categories or labels.
8. Last Column
• Description: Similar to the First Column option, it applies special formatting to the last
column.
• Usage: Check this option to highlight the last column differently.
• Example: Useful for tables with summary data or totals in the last column.
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Example Scenario
Suppose you have a sales table with the following data:
• You can select a table style that colors the header row blue and banded rows to alternate
between white and light gray for better readability.
• Enable the Total Row to calculate the total sales at the bottom of the table.
• Use filter buttons to sort by Sales Amount or filter to show only sales from the East
region.
1. Open Excel: Launch Microsoft Excel and open the workbook where you want to apply
cell styles.
2. Select the Cells: Click and drag to select the cell(s) you want to format.
3. Open Cell Styles: Go to the Home tab on the Ribbon, and look for the Styles group.
Click on Cell Styles to see the available options.
Excel provides several predefined cell styles, which are categorized as follows:
1. Normal
• Description: Used to highlight cells where users can enter data, often formatted with a
border or different background color.
• Usage: Helps indicate which cells are interactive for data entry.
4. Output
5. Calculation
• Headline: A style used for headers or titles, often bold and larger.
• Title: Similar to headline but typically used for the main title of a worksheet or report.
Cell Group
Format
• Description: This option opens a dropdown menu with various cell formatting options.
• Usage: Allows you to change the format of the selected cells. The dropdown includes:
o Format Cells: Opens the Format Cells dialog box where you can adjust number
formats, alignment, and font, border, fill, and protection settings.
o AutoFit Row Height: Automatically adjusts the height of the selected row(s) to
fit the content.
o AutoFit Column Width: Automatically adjusts the width of the selected
column(s) to fit the content.
o Hide & Unhide: Lets you hide or unhide rows or columns.
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2. Insert
• Description: Provides options for adding new cells, rows, or columns.
• Usage:
o Insert Cells: Opens a dialog box that allows you to insert new cells, shifting
existing cells left or down.
o Insert Sheet Rows: Adds a new row above the selected row(s).
o Insert Sheet Columns: Adds a new column to the left of the selected column(s).
o Insert Table: Converts the selected range into a formatted table.
3. Delete
• Description: Offers options for removing cells, rows, columns, or sheets.
• Usage:
o Delete Cells: Opens a dialog box that allows you to delete selected cells and
choose how to shift the remaining cells (left or up).
o Delete Sheet Rows: Removes the selected row(s).
o Delete Sheet Columns: Removes the selected column(s).
o Delete Sheet: Deletes the active worksheet.
4. Clear
• Description: Allows you to remove contents or formatting from cells without deleting
the cells themselves.
• Usage: Clicking on Clear reveals several options:
o Clear All: Removes everything from the selected cells, including data,
formatting, and comments.
o Clear Formats: Removes only the formatting from the selected cells, leaving the
data intact.
o Clear Contents: Deletes only the data in the selected cells, retaining formatting.
o Clear Comments and Notes: Removes any comments or notes from the selected
cells.
5. Format as Table
• Description: Converts a selected range into a table with predefined styles and features.
• Usage: Clicking this option opens a gallery of table styles. After selecting a style, a
dialog box will confirm the data range and whether your table has headers.
6. Cell Styles
• Description: Provides quick access to predefined formatting options for cells.
• Usage: You can select different cell styles (like Input, Output, Good, Bad, etc.) to apply
consistent formatting throughout your worksheet.
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7. Protection
• Description: Provides options to lock or protect cells and worksheets.
• Usage:
o Format Cells: Opens the Format Cells dialog where you can lock or unlock
specific cells.
o Protect Sheet: Protects the entire worksheet, preventing changes to locked cells
unless a password is provided.
o Unprotect Sheet: Disables protection on the currently protected worksheet
Editing group
In Excel, the Editing Group is located on the Home tab of the Ribbon and provides various
tools for modifying and managing the content within your worksheet. Here’s a detailed
explanation of each option in the Editing Group, along with step-by-step instructions on how to
use them:
1. Find & Select
• Description: This option allows you to search for specific data within the worksheet and
perform actions on selected cells.
• Steps to Use:
1. Click on Home Tab: Open Excel and navigate to the Home tab.
2. Find & Select: In the Editing Group, click on Find & Select. This will open a
dropdown menu with several options.
3. Options:
▪ Find: Opens a dialog box where you can enter the text or number you
want to find. You can also specify options like matching case or searching
within formulas.
▪ Steps: After entering your search term, click Find Next to locate
the first instance or Find All to see all occurrences.
▪ Replace: Opens a dialog box for finding specific text and replacing it with
new text.
▪ Steps: Enter the text you want to find and the replacement text.
Click Replace to change one instance or Replace All to change all
instances.
▪ Go To: Quickly jump to a specific cell reference (like A1 or B5).
▪ Steps: Click on Go To, enter the cell reference in the dialog box,
and click OK.
▪ Go To Special: Allows you to select specific types of cells (like formulas,
constants, blanks, etc.).
▪ Steps: Click Go to Special, chooses the desired option, and click
OK.
2. AutoSum
• Description: Automatically adds a sum function for a range of numbers.
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• Steps to Use:
1. Select the Cell: Click on the cell where you want the sum to appear (usually
directly below or to the right of the range).
2. Click AutoSum: In the Editing Group, click on the AutoSum button (Σ). Excel
will automatically select the range of numbers to sum.
3. Verify Range: Check the highlighted range to ensure it’s correct. If not, you can
click and drag to adjust the range.
4. Press Enter: Hit Enter to complete the formula. Excel will calculate the sum of
the selected range.
3. Fill
• Description: Quickly fill a series of numbers, dates, or other patterns in adjacent cells.
• Steps to Use:
1. Select a Cell: Enter a number or date in a cell to start your series.
2. Click Fill: In the Editing Group, click on the Fill button. This opens a dropdown
menu with options.
3. Options:
▪ Down: Fill the series downward into selected cells.
▪ Right: Fill the series to the right.
▪ Up: Fill the series upward.
▪ Left: Fill the series to the left.
▪ Series: Opens a dialog box where you can specify more complex series
options.
▪ Steps: Select the type of series (linear, growth, date) and define the
step value.
4. Clear
• Description: Removes content or formatting from selected cells without deleting the
cells themselves.
• Steps to Use:
1. Select the Cells: Highlight the cells from which you want to clear content or
formatting.
2. Click Clear: In the Editing Group, click on Clear. This opens a dropdown menu
with options.
3. Options:
▪ Clear All: Removes everything (data, formatting, comments) from the
selected cells.
▪ Clear Formats: Removes only the formatting, leaving the data intact.
▪ Clear Contents: Deletes only the data, keeping the formatting.
▪ Clear Comments and Notes: Removes any comments or notes attached
to the selected cells.
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5. Sort & Filter
• Description: Helps organize data in ascending or descending order and apply filters to
display specific information.
• Steps to Use:
1. Select the Data: Click on a cell in the column you want to sort or filter.
2. Sort: In the Editing Group, click Sort & Filter.
▪ Sort A to Z: Sorts the selected column in ascending order.
▪ Sort Z to A: Sorts the selected column in descending order.
▪ Custom Sort: Opens a dialog box for more complex sorting options
(multiple columns, order types).
3. Filter: To filter data, click Filter in the dropdown. This will add filter buttons to
the column headers.
▪ Steps: Click the dropdown arrow in a column header to choose specific
filtering options (like checking or upchucking items).
Example Scenario
Imagine you have a sales data table with the following information:
Insert Tab
Tables Group
This group provides options for creating and managing tables within your worksheet.
• Table:
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o Description: Converts a selected range of data into a structured table.
o Usage: Click the Table button, select your data range, and confirm if your table
has headers.
• PivotTable:
o Description: Creates a PivotTable to summarize and analyze data.
o Usage: Click PivotTable to choose the data range and where to place the
PivotTable.
2. Illustrations Group
• Pictures:
o Description: Inserts images from your computer.
o Usage: Click Pictures, navigate to the image you want to insert, and click Insert.
• Clip Art:
o Description: Allows you to search for and insert clip art images from the Office
Clip Art gallery.
o Usage: Click Clip Art, search for a keyword, selects an image, and click Insert.
• Shapes:
o Description: Provides a variety of shapes (like rectangles, circles, lines) to add to
your worksheet.
o Usage: Click Shapes, choose a shape, and draw it in your worksheet.
• Smart Art:
o Description: Inserts predesigned graphics for displaying information visually,
such as lists and hierarchies.
o Usage: Click Smart Art, selects a category, chooses a layout, and enters your
information.
3. Charts Group
This group provides options for inserting different types of charts to visualize your data.
• Recommended Charts:
o Description: Suggests charts based on the selected data.
o Usage: Click Recommended Charts, choose from the suggestions, and insert the
desired chart.
• Insert Column or Bar Chart:
o Description: Quickly insert a column or bar chart.
o Usage: Click this button, and choose from options like clustered column, stacked
column, or 3D column.
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• Insert Line Chart:
o Description: Inserts line charts for displaying trends over time.
o Usage: Click to choose from standard line charts or area charts.
• Insert Pie Chart:
o Description: Inserts pie charts for showing proportions.
o Usage: Click to select a 2D or 3D pie chart.
• Insert Other Charts:
o Description: Offers additional chart types like scatter plots, radar charts, and
surface charts.
o Usage: Click to explore these options.
4. Apps Group
This group allows you to insert apps and extensions into your worksheet.
• Get Addins:
o Description: Opens the Office Store to find and install Addins that enhances
Excel’s capabilities.
o Usage: Click to browse and install useful Addins.
5. Links Group
This group is used for creating hyperlinks and connections within your document.
• Hyperlink:
o Description: Inserts a hyperlink to a webpage, document, or email.
o Usage: Click Hyperlink, enters the link details, and click OK.
• Bookmark:
o Description: Creates bookmarks within the document to link to specific locations.
o Usage: Select a location, click Bookmark, name it, and use it to create a link
later.
6. Text Group
• Text Box:
o Description: Inserts a text box for adding custom text.
o Usage: Click Text Box, draws the box on your worksheet, and enters your text.
• Header & Footer:
o Description: Opens the header and footer area for adding titles or page numbers.
o Usage: Click Header & Footer to customize your document’s header and footer.
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• Signature Line:
o Description: Inserts a signature line for digital signatures.
o Usage: Click Signature Line, fills in details, and places it in your worksheet.
• WordArt:
o Description: Inserts stylized text with various artistic effects.
o Usage: Click WordArt, choose a style, and enter your text.
7. Symbols Group
This group provides options for inserting special characters and symbols.
• Equation:
o Description: Inserts mathematical equations into your worksheet.
o Usage: Click Equation, choose a predefined equation or create your own.
• Symbol:
o Description: Inserts special symbols that are not available on the keyboard.
o Usage: Click Symbol, selects a symbol from the dialog box, and click Insert.
Example Scenario
Suppose you are creating a presentation on sales data and want to enhance it:
1. Insert Table: Click Table to create a formatted table from your sales data.
2. Insert Chart: Use Recommended Charts to find a suitable chart to visualize sales
performance.
3. Add Shapes: Insert shapes to highlight key points in your presentation.
4. Insert Header: Use Header & Footer to add a title and date to your printed report.
5. Insert Signature Line: If approvals are needed, adds a Signature Line for a digital
signature.
6. Add WordArt: Use WordArt to make the title of your presentation more visually
appealing.
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Page Layout Tab
Themes Group
This group allows you to change the overall design and appearance of your workbook.
• Themes:
o Description: Choose from a selection of predefined themes that change the
colors, fonts, and effects throughout your workbook.
o Usage: Click the Themes button to browse and select a theme.
• Colors:
o Description: Customize the color scheme used in your workbook.
o Usage: Click the Colors dropdown to select from predefined color sets or create a
new custom color scheme.
• Fonts:
o Description: Change the font style for headings and body text in your workbook.
o Usage: Click the Fonts dropdown to choose from available font sets or create a
new custom font set.
• Effects:
o Description: Apply visual effects to objects within your workbook, like shadows
and reflections.
o Usage: Click the Effects dropdown to choose a style that fits your needs.
This group contains options for configuring how your worksheet will appear when printed.
• Margins:
o Description: Adjust the margins of your printed page.
o Usage: Click the Margins dropdown to select from predefined margins (Normal,
Wide, Narrow) or create custom margins.
• Orientation:
o Description: Change the page orientation to portrait (vertical) or landscape
(horizontal).
o Usage: Click Orientation and select either Portrait or Landscape.
• Size:
o Description: Choose the size of the paper for printing your worksheet.
o Usage: Click Size and select from standard paper sizes (e.g., Letter, A4).
• Print Area:
o Description: Define which part of the worksheet you want to print.
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o Usage: Select the desired range of cells, click Print Area, and choose Set Print
Area.
• Breaks:
o Description: Insert or remove page breaks for controlling how content is split
across pages when printed.
o Usage: Click Breaks to insert page breaks or reset them.
• Background:
o Description: Add a background color or image to your worksheet.
o Usage: Click Background, selects an image from your computer, and click
Insert.
This group helps to manage the scaling of your worksheet to fit on a single page when printed.
• Width:
o Description: Adjust the width of your printed worksheet to fit a specific number
of pages.
o Usage: Enter the number of pages wide you want your content to fit.
• Height:
o Description: Adjust the height of your printed worksheet to fit a specific number
of pages.
o Usage: Enter the number of pages tall you want your content to fit.
• Scale:
o Description: Set a specific percentage to scale your printed content.
o Usage: Enter a percentage to resize the printout of your worksheet.
This group allows you to control the visibility of gridlines and headings in your worksheet.
• Gridlines:
o Description: Show or hide gridlines on your printed document.
o Usage: Check the box for Print to include gridlines or uncheck it to exclude
them.
• Headings:
o Description: Show or hide row and column headings in your printed document.
o Usage: Check the box for Print to include headings or uncheck it to exclude
them.
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Example Scenario
Suppose you are preparing a report for printing and want to ensure it looks professional:
1. Choose a Theme: Click on Themes to select a cohesive color and font scheme for your
report.
2. Set Margins: Click on Margins and select Narrow to maximize the space available for
data.
3. Change Orientation: If your data is wide, click on Orientation and select Landscape to
fit more content horizontally.
4. Define Print Area: Select the relevant data range, click on Print Area, and choose Set
Print Area to specify what should be printed.
5. Adjust Scaling: If the content is too large, adjust the Scale percentage to ensure
everything fits on one page.
6. Hide Gridlines: If you want a cleaner look, check the box next to Gridlines under the
Sheet Options Group to exclude gridlines from printing.
Formula Tab
Functions Library
1. Financial
2. Logical
3. Text
7. Statistical
8. Database
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Financial
1. PMT: Calculates the payment for a loan based on constant payments and a constant interest
rate.
Example:
You take out a loan of $10,000 at an annual interest rate of 5%, with monthly payments over 5
years. You want to calculate the monthly payment.
1. RATE: 5% annual rate, but since you're making monthly payments, divide by 12. So,
5%/12 = 0.05/12.
2. NPER: 5 years of monthly payments, so 512 = 60.
3. PV: $10,000 loan, so PV = 10000.
4. FV: 0 (you want the loan to be fully paid off), so fv = 0.
5. TYPE: 0 (end of the period), so type = 0.
2. PPMT: function in Excel calculates the principal portion of a payment for a loan or
investment, based on constant periodic payments and a constant interest rate. It helps you
figure out how much of a specific payment goes toward reducing the principal of the loan.
Example:
You take out a loan of $10,000 at an annual interest rate of 5%, with monthly payments over 5
years. You want to calculate the interest for the first payment.
3. IPMT: function in Excel calculates the interest portion of a payment for a loan or investment
based on constant periodic payments and a constant interest rate. This helps you determine
how much of a specific payment goes toward interest.
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Example:
You take out a loan of $10,000, with monthly payments of $200 over 5 years, and you want to
calculate the interest rate per month.
4. RATE function in Excel is used to calculate the interest rate per period for a loan or
investment. It requires the total number of periods, payment amount, and present value (loan
or investment amount), and it returns the interest rate per period.
Example:
You want to calculate how many months it will take to pay off a $10,000 loan with monthly
payments of $200 and an annual interest rate of 5%.
1. Rate: Since payments are monthly, the annual interest rate is divided by 12: 0.05/12.
2. Pmt: The payment is $200 per month, so 200 (negative because it's an outgoing
payment).
3. PV: The present value is the loan amount of $10,000.
4. Fv: 0, because you want to fully repay the loan.
5. The NPER function in Excel calculates the number of periods required to pay off a loan
or reach an investment goal, based on constant periodic payments and a constant interest
rate. It's useful for determining how long it will take to repay a loan or achieve a sav ings
target.
Example:
You want to calculate how many months it will take to pay off a $10,000 loan with
monthly payments of $200 at an annual interest rate of 6%.
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1. Rate: Since payments are monthly, divide the annual interest rate by 12: 6%/12 or
0.06/12.
2. Pmt: The monthly payment is $200, so 200 (negative because it's an outgoing payment).
3. PV: The present value (loan amount) is $10,000.
4. Fv: 0, because you want to fully repay the loan.
6. The PV function in Excel calculates the present value of a loan or an investment based on
a constant interest rate and regular periodic payments.
Example:
You want to calculate the present value of a loan where you will make monthly payments
of $200 for 5 years, with an annual interest rate of 6%.
1. Rate: Annual interest rate is 6%, but for monthly payments, divides by 12: 6%/12 or
0.06/12.
2. Nper: 5 years × 12 months = 60 periods.
3. Pmt: $200 monthly payment, so 200 (negative because it’s an outgoing payment).
4. Fv: 0 (you want the loan to be fully paid off).
7. The DB function in Excel calculates depreciation for an asset using the declining
balance method over a specified period. The declining balance method assumes that the
asset loses a higher percentage of its value early in its life.
Example:
You purchase an asset for $10,000, expect it to have a salvage value of $1,000 after 5
years, and want to calculate the depreciation for the first year using the declining balance
method.
1. Cost: $10,000.
2. Salvage: $1,000.
3. Life: 5 years.
4. Period: 1 (for the first year).
5. Month: Leave blank or set to 12 (since we are calculating for the full year).
8. The DDB function in Excel calculates the depreciation of an asset for a specified period
using the double declining balance method or another method you choose by changing
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the factor. The double declining balance method is an accelerated depreciation method,
which means the asset depreciates faster in the earlier periods of its useful life.
Example:
You purchase an asset for $10,000, expect it to have a salvage value of $1,000 after 5
years, and want to calculate the depreciation for the first year using the double declining
balances method.
1. Cost: $10,000.
2. Salvage: $1,000.
3. Life: 5 years.
4. Period: 1 (for the first year).
5. Factor: 2 (for the double declining method, or you can adjust this to use a different
declining rate).
9. The SLN function in Excel calculates the depreciation of an asset for a single period
using the straight-line method. This method spreads the cost of an asset evenly over its
useful life, so the depreciation amount is the same for each period.
Example:
You purchase an asset for $10,000, expect it to have a salvage value of $1,000 after 5
years, and want to calculate the straight-line depreciation per year.
1. Cost: $10,000.
2. Salvage: $1,000.
3. Life: 5 years.
Logical Functions
IF Formula
The IF function in Excel is a logical function used to return one value if a condition is true and
another value if it is false It's a powerful tool for decision-making within formulas.
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Formula:
=IF (logical test, value if true, value if false)
Arguments:
1. Logical test: The condition you want to test (e.g., a comparison such as A1 > 10).
2. Value if true: The value to return if the condition is true.
3. Value if false: The value to return if the condition is false.
Example 1:
You want to test if the value in cell A1 is greater than 50. If it is, the result should be "Pass"; if
not, it should be "Fail."
Excel
=IF (A1 > 90, "A", IF (A1 > 75, "B", IF (A1 > 50, "C", "F")))
If A1 is 80, the formula returns "B".
Notes:
• The IF function can work with text, numbers, or even other formulas as the results.
• You can combine multiple IF functions for more complex decision-making (nested IFs).
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IFERROR FORMULA
The IFERROR function in Excel is used to catch and handle errors in a formula. It allows you
to display a custom message or value when a formula results in an error, rather than showing the
default Excel error (e.g., DIV/0, N/A, VALUE!, etc.).
Formula:
=IFERROR (value, value if error)
Arguments:
1. Value: The formula or expression you want to check for errors.
2. Value if error: The value or result to return if an error is found.
Example 1:
You want to divide A1 by B1, but if B1 is 0 (which would result in a DIV/0! error), you want to
return "Error" instead of the error message.
Notes:
• IFERROR works with any type of error, including DIV/0!, N/A, VALUE!, REF!,
NAME?, NUM!, and NULL!.
AND FORMULA
The AND function in Excel is a logical function that returns TRUE if all the conditions or
arguments are true, and FALSE if any of the conditions are false. It's commonly used in
combination with other functions like IF to test multiple conditions at once.
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Formula:
=AND (logical1, [logical2],)
Arguments:
• logical1, logical2, These are the conditions you want to test. You can enter up to 255
conditions (each condition must evaluate to either TRUE or FALSE).
Example 1:
You want to check if the value in A1 is greater than 10 and if the value in B1 is less than 20.
Example 3:
You want to check multiple conditions: if A1 is between 50 and 100 and if B1 equals "Yes."
Notes:
• AND can handle multiple conditions at once (up to 255), and it will return TRUE only if
all conditions are met.
• You can use AND inside other functions like IF, OR, NOT, etc., to create more complex
logical tests.
OR FORMULA
The OR functions in Excel checks if any of the specified conditions are true. It returns TRUE if
at least one condition is true, and FALSE if all conditions are false.
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Arguments:
• logical1, logical2, Conditions or logical expressions you want to test. These conditions
can evaluate to TRUE or FALSE.
• TRUE is returned if any condition is true.
• FALSE is returned if all conditions are false.
NOT FORMULA
He NOT function in Excel is a logical function that reverses the result of a given condition. It
returns TRUE if the condition is false and FALSE if the condition is true.
Formula:
=NOT (logical)
Arguments:
• Logical: A condition or logical expression that can be either TRUE or FALSE.
Key Points:
• If the condition evaluates to TRUE, the NOT function returns FALSE.
• If the condition evaluates to FALSE, the NOT function returns TRUE.
TEXT FUNCTION
1. CHAR:
The CHAR function returns the character associated with a specified numeric code in the
character set used by your computer.
Formula:
=CHAR (number)
• Number: A number between 1 and 255 that corresponds to the character code.
Example:
=CHAR (65)
This returns "A", as 65 is the ASCII code for "A".
2. CODE:
The CODE function returns the numeric code for the first character of a text string.
Formula:
=CODE (text)
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• Text: The text string whose first character's code you want to find.
Example:
=CODE ("A")
This returns 65, the ASCII code for "A".
3. CLEAN:
The CLEAN function removes all nonprintable characters from a text string.
Formula:
=CLEAN (text)
• Text: The text from which you want to remove nonprintable characters.
Example:
=CLEAN (A1)
This will clean any nonprintable characters from the text in cell A1.
Formula:
=CONCATENATE (text1, [text2],)
• text1, text2, The text strings or cell references to combine.
Example:
=CONCATENATE (A1, " ", B1)
This will join the text in A1 and B1 with a space in between.
5. DOLLAR:
The DOLLAR function converts a number to text in a currency format, with a specified number
of decimal places.
Formula:
=DOLLAR (number, [decimals])
• Number: The number to format.
• Decimals: The number of decimal places (optional).
Example:
=DOLLAR (1234.567, 2)
This returns "$1,234.57" (rounded to two decimal places).
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6. FIXED:
The FIXED function rounds a number to a specified number of decimals and returns the result as
text.
Formula:
=FIXED (number, [decimals], [no commas])
• Number: The number you want to round.
• Decimals: The number of decimal places to round to (optional).
• No commas: TRUE to omit commas in the returned text, FALSE (default) to include
commas.
Example:
=FIXED (1234.567, 2, FALSE)
This returns "1,234.57" (rounded to two decimals and includes commas)
7. EXACT:
The EXACT function compares two text strings and returns TRUE if they are exactly the same
(case sensitive), and FALSE otherwise.
Formula:
=EXACT (text1, text2)
• text1, text2: The two text strings to compare.
Example:
=EXACT ("apple", "Apple")
This returns FALSE because the comparison is case sensitive.
8. FIND:
The FIND function returns the position of a substring within a text string. It is case sensitive.
Formula:
=FIND (find text, within text, [start_num])
• Find text: The substring you want to find.
• Within text: The text in which to search.
• start_num: The character position to start the search (optional).
Example:
=FIND ("p", "apple")
This returns 2, because "p" is the second character in "apple".
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9. LEFT
Extracts a specified number of characters from the beginning of a text string
Formula:
=LEFT (text, [num_chars])
Example:
=LEFT ("Excel", 3)
Returns "Exec".
10. LEN
Returns the number of characters in a text string (including spaces)
Formula:
=LEN (text)
Example:
11. LOWER
Converts all characters in a text string to lowercase
Formula:
=LOWER (text)
Example:
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=LOWER ("HELLO WORLD")
12. MID
Extracts a specific number of characters from the middle of a text string, starting at a
defined position
Formula:
Example:
13. PROPER
Capitalizes the first letter of each word in a text string, while converting the rest to
lowercase
Formula:
=PROPER (text)
Example:
14. REPLACE
Replaces part of a text string with another string, starting at a specific position.
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Formula:
Example:
15. REPT
Repeats a text string a specified number of times.
Formula:
Example:
=REPT ("A", 5)
Returns "AAAAA".
16. RIGHT
Extracts a specified number of characters from the end of a text string
Formula:
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Text: The text string to extract from.
num_chars: The number of characters to extract (optional, default is 1).
Example:
=RIGHT ("Excel", 2)
Returns "el"
17. SEARCH
Finds the position of a substring within a text string, case in sensitive
Formula:
Example:
18. SUBSTITUTE
Replaces specific occurrences of a substring with another substring
Formula:
Example:
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=SUBSTITUTE ("apple banana apple", "apple", "orange")
19. T
Returns the text portion of a value or an empty string if the value isn't text
Formula:
=T (value)
Example:
=T (123)
20. TEXT
Converts a value to text in a specific format
Formula:
Example:
Returns "$1,234.57"
21. TRIM
Removes all extra spaces from a text string, leaving only single spaces between words
Formula:
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=TRIM (text)
Example:
21. UPPER
Converts all characters in a text string to uppercase
Formula:
=UPPER (text)
Example:
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• Year: The year number.
• Month: The month number (1-12).
• Day: The day number (1-31).
Example:
=DATE (2024, 10, 10)
Returns 10/10/2024
2. DATEDIF
Calculates the difference between two dates in years, months, or days Note: It is a hidden
function in Excel, so it won’t auto-suggest as you type it
Formula:
=DATEDIF (start date, end date, unit)
• Start date: The starting date.
• End date: The ending date.
• Unit: The unit for the result, e.g., "Y" (years), "M" (months), "D" (days).
Example:
=DATEDIF ("01/01/2020", "10/10/2024", "Y")
Returns 4 (years)
3. DATEVALUE
Converts a date in text format to a date serial number
Formula:
=DATEVALUE (date text)
• Date text: A date in text format.
Example:
=DATEVALUE ("10/10/2024")
Returns 45219, which is the serial number for 10/10/2024.
4. DAY
Extracts the day of the month from a date
Formula:
=DAY (serial number)
• Serial number: A valid Excel date or a reference to a cell containing a date.
Example:
=DAY ("10/10/2024")
Returns 10
5. DAYS360
Calculates the number of days between two dates based on a 360-day year (used in some
financial calculations)
Formula:
=DAYS360 (start date, end date, [method])
• Start date: The beginning date.
• End date: The ending date.
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• Method: Optional, TRUE uses the European method (30-day months); default is FALSE
(US method).
Example:
=DAYS360 ("01/01/2024", "12/31/2024")
Returns 360
6. HOUR
Extracts the hour from a time value
Formula:
=HOUR (serial number)
• Serial number: A valid Excel time or reference to a time cell.
Example:
=HOUR ("10:30 AM")
Returns 10
7. MINUTE
Extracts the minute from a time value
Formula:
=MINUTE (serial number)
• Serial number: A valid Excel time or reference to a time cell.
Example:
=MINUTE ("10:30 AM")
Returns 30
8. MONTH
Extracts the month from a date
Formula:
=MONTH (serial number)
• Serial number: A valid Excel date or a reference to a date cell.
Example:
=MONTH ("10/10/2024")
Returns 10
9. NETWORKDAYS
Calculates the number of working days (excluding weekends and optionally holidays) between
two dates
Formula:
=NETWORKDAYS (start date, end date, [holidays])
• Start date: The start date.
• End date: The end date.
• Holidays: Optional, a range of dates to exclude as holidays.
Example:
=NETWORKDAYS ("01/01/2024", "01/31/2024")
Returns 22 (working days in January 2024)
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10. NETWORKDAYS.INTL
Similar to NETWORKDAYS, but allows custom weekend definitions.
Formula:
=NETWORKDAYS.INTL (start date, end date, [weekend], [holidays])
• Weekend: Specifies which days of the week are weekends (e.g., "0000011" for Saturday
and Sunday).
Example:
=NETWORKDAYS.INTL ("01/01/2024", "01/31/2024", "0000011")
Returns 22, assuming weekends are Saturday and Sunday.
11. NOW
Returns the current date and time
Formula:
=NOW ()
Example:
=NOW ()
Returns the current date and time, e.g., 10/10/2024 10:00 AM
12. SECOND
Extracts the seconds from a time value
Formula:
=SECOND (serial number)
Example:
=SECOND ("10:30:45 AM")
Returns 45
13. TIME
Creates a time value from hour, minute, and second values
Formula:
=TIME (hour, minute, second)
Example:
=TIME (10, 30, 0)
Returns 10:30:00 AM
14. TIMEVALUE
Converts a time in text format to a time serial number
Formula:
=TIMEVALUE (time text)
Example:
=TIMEVALUE ("10:30 AM")
Returns 0.4375, which represents 10:30 AM in Excel time
15. TODAY
Returns the current date (without the time)
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Formula:
=TODAY ()
Example:
=TODAY ()
Returns 10/10/2024
16. WEEKDAY
Returns the day of the week as a number (1 for Sunday, 7 for Saturday)
Formula:
=WEEKDAY (serial number, [return type])
• Serial number: The date.
• Return type: Optional. Specifies the numbering system for the week (1 for Sunday start,
2 for Monday start).
Example:
=WEEKDAY ("10/10/2024")
Returns 5 (Friday)
17. WEEKNUM
Returns the week number in the year for a date
Formula:
=WEEKNUM (serial number, [return type])
• Serial number: The date.
• Return type: Optional. Specifies which day the week starts on (1 for Sunday start, 2 for
Monday start).
Example:
=WEEKNUM ("10/10/2024")
Returns 41 (41st week of the year)
18. WORKDAY
Returns a date that is a specified number of working days before or after a start date
Formula:
=WORKDAY (start date, days, [holidays])
• Days: Number of working days to add or subtract (negative values subtract days).
Example:
=WORKDAY ("10/10/2024", 5)
Returns 10/17/2024 (5 working days after October 10, 2024)
19. WORKDAY.INTL
Similar to WORKDAY, but allows custom weekend definitions.
Formula:
=WORKDAY.INTL (start date, days, [weekend], [holidays])
• Weekend: Specifies the weekend days (e.g., "0000011" for Saturday and Sunday).
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Example:
=WORKDAY.INTL ("10/10/2024", 5, "0000011")
Returns 10/17/2024, assuming weekends are Saturday and Sunday.
20. YEAR
Extracts the year from a date
Formula:
=YEAR (serial number)
Example:
=YEAR ("10/10/2024")
Returns 2024
The EDATE function in Excel is used to calculate a date that is a specific number of months
before or after a given start date. It’s helpful when you need to add or subtract months from a
date without worrying about day-to-day differences.
Syntax:
Excel
Copy code
=EDATE (start date, months)
• Start date: The starting date (can be a date or a reference to a cell containing a date).
• Months: The number of months you want to add (positive value) or subtract (negative
value) from the start date.
Example 1: Adding Months
Suppose you want to add 6 months to October 10, 2024.
Formula:
=EDATE ("10/10/2024", 6)
Result:
April 10, 2025.
Example 2: Subtracting Months
If you want to subtract 3 months from October 10, 2024:
Formula:
=EDATE ("10/10/2024", -3)
Result:
July 10, 2024.
The EOMONTH function in Excel is used to calculate the last day of the month that is a
specified number of months before or after a given start date. It’s commonly used for financial or
project planning where you need to find the end of a particular month.
Syntax:
=EOMONTH (start date, months)
• Start date: The starting date (can be a date or a reference to a cell containing a date).
• Months: The number of months to add (positive value) or subtract (negative value) from
the start date.
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Example 1: Finding the Last Day of the Month after Adding Months
Suppose you want to find the last day of the month 6 months after October 10, 2024.
Formula:
=EOMONTH ("10/10/2024", 6)
Result:
April 30, 2025.
Example 2: Finding the Last Day of the Month after Subtracting Months
If you want to find the last day of the month 3 months before October 10, 2024:
Formula:
=EOMONTH ("10/10/2024", -3)
Result:
July 31, 2024.
Syntax:
=HLOOKUP (lookup value, table array, row_index_num, [range_lookup])
• Lookup value: The value you want to search for in the first row.
• Table array: The table where the lookup is performed.
• row_index_num: The row number from which to return a value (starting from the first
row of the table).
• range_lookup: Optional. Use TRUE for an approximate match or FALSE for an exact
match.
Example:
If you have a table with years in row 1 (A1) and corresponding sales in rows below:
A B C
1 2022 2023 2024
2 1000 1500 2000
To find the sales for 2023, use:
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Result:
1500
Syntax:
=VLOOKUP (lookup value, table array, row_index_num, [range_lookup])
• Lookup value: The value you want to search for in the first column.
• Table array: The table where the lookup is performed.
• row_index_num: The column number from which to return a value (starting from the
first column of the table).
• range_lookup: Optional. Use TRUE for an approximate match or FALSE for an exact
match.
Example:
If you have a table with product names in column A and prices in column B:
Mathematic
A B
1 Product 1 100
2 Product 2 150
3 Product 3 200
To find the price for Product 2, use:
3. LOOKUP
The LOOKUP function is used to search for a value either in a one-row or one-column range
and returns a corresponding value in another one-row or one-column range.
Syntax:
=LOOKUP (lookup value, lookup vector, [result vector])
• Lookup value: The value you want to search for.
• Lookup vector: The range of cells where you want to look for the value.
• Result vector: Optional. The range of cells from which to return the value (must be the
same size as lookup vector).
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Example:
If you have names in column A and their corresponding scores in column B:
A B
1 Alice 85
2 Bob 90
3 Charlie 95
To find the score for Bob, use:
4. INDEX
The INDEX function returns the value at a specified row and column in a table or range.
Syntax:
=INDEX (array, row_num, [column_num])
• Array: The range or table from which to return a value.
• row_num: The row number in the array from which to return a value.
• column_num: Optional. The column number in the array from which to return a value (if
the array is two-dimensional).
Example:
If you have the following table:
A B C
1 Apple Banana Orange
2 100 150 200
To get the value at row 2, column 3 (which is 200), use:
=INDEX (A1:C2, 2, 3)
Result:
200
5. MATCH
The MATCH function searches for a specified value in a range and returns the relative position
of that value.
Syntax:
=MATCH (lookup value, lookup array, [match type])
• Lookup value: The value you want to search for.
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• Lookup array: The range of cells to search.
• Match type: Optional. Use 1 for less than (default), 0 for exact match, and -1 for greater
than.
Example:
If you have the following list:
A
1 Apple
2 Banana
3 Orange
To find the position of Banana, use:
Example:
Suppose you have the following table:
A B
1 Apple 100
2 Banana 150
3 Orange 200
To find the price of Banana, use MATCH to find the row and INDEX to get the value:
Summary:
• HLOOKUP: Looks horizontally across the top row.
• VLOOKUP: Looks vertically down the first column.
• LOOKUP: Searches a one-dimensional range and returns a corresponding value.
• INDEX: Returns a value from a specific row and column in a table.
• MATCH: Returns the position of a value in a range.
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Math & Trig
Syntax:
=ABS (number)
Example:
=ABS (-10)
Result: 10
2. CEILING
Rounds a number up to the nearest multiple of significance
Syntax:
=CEILING (number, significance)
Example:
=CEILING (7.4, 0.5)
Result: 7.5
3. FLOOR
Rounds a number down to the nearest multiple of significance
Syntax:
=FLOOR (number, significance)
Example:
=FLOOR (7.4, 0.5)
Result: 7.0
4. EVEN
Rounds a number up to the nearest even integer
Syntax:
=EVEN (number)
Example:
=EVEN (7.1)
Result: 8
5. FACT (Factorial)
Returns the factorial of a number
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Syntax:
=FACT (number)
Example:
=FACT (5)
Result: 120 (since 5! = 5 × 4 × 3 × 2 × 1)
6. INT (Integer)
Rounds a number down to the nearest integer
Syntax:
=INT (number)
Example:
=INT (7.9)
Result: 7
7. MOD
Returns the remainder after dividing one number by another
Syntax:
=MOD (number, divisor)
Example:
=MOD (7, 2)
Result: 1 (7 divided by 2 gives a remainder of 1)
8. ODD
Rounds a number up to the nearest odd integer
Syntax:
=ODD (number)
Example:
=ODD (6.3)
Result: 7
9. POWER
Returns the result of a number raised to a power.
Syntax:
=POWER (number, power)
Example:
=POWER (2, 3)
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Result: 8 (2^3 = 8)
10. PRODUCT
Multiplies all the numbers given as arguments
Syntax:
=PRODUCT (number1, [number2],)
Example:
=PRODUCT (2, 3, 4)
Result: 24 (2 × 3 × 4)
11. RAND
Generates a random decimal number between 0 and 1
Syntax:
=RAND ()
Example:
=RAND ()
Result: A random number such as 0.682
12. RANDBETWEEN
Generates a random integer between two specified numbers
Syntax:
Excel
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=RANDBETWEEN (bottom, top)
Example:
=RANDBETWEEN (1, 10)
Result: A random integer between 1 and 10, such as 6.
13. ROUND
Rounds a number to a specified number of digits
Syntax:
=ROUND (number, num_digits)
Example:
=ROUND (7.567, 2)
Result: 7.57
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14. ROUNDDOWN
Rounds a number down to a specified number of digits
Syntax:
=ROUNDDOWN (number, num_digits)
Example:
=ROUNDDOWN (7.567, 2)
Result: 7.56
15. ROUNDUP
Rounds a number up to a specified number of digits
Syntax:
=ROUNDUP (number, num_digits)
Example:
=ROUNDUP (7.123, 2)
Result: 7.13
Syntax:
=SQRT (number)
Example:
=SQRT (16)
Result: 4
17. SUBTOTAL
Returns a subtotal in a list or database it can sum, average, count, etc.
Syntax:
=SUBTOTAL (function_num, ref1, [ref2],)
• function_num: Specifies which function to use (e.g., 1 for AVERAGE, 9 for SUM).
Example:
Excel
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=SUBTOTAL (9, A1:A10)
Result: The sum of cells A1
18. SUM
Adds up all the numbers in a range
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Syntax:
=SUM (number1, [number2],)
Example:
=SUM (A1:A5)
Result: The total sum of values in A1
19. SUMIF
Adds the cells that meet a single condition
Syntax:
=SUMIF (range, criteria, [sum range])
Example:
=SUMIF (A1:A5, ">10")
Result: The sum of cells in A1
20. SUMIFS
Adds the cells that meet multiple conditions
Syntax:
=SUMIFS (sum range, criteria_range1, criteria1, [criteria_range2, criteria2],)
Example:
=SUMIFS (A1:A5, B1:B5, ">10", C1:C5, "<20")
Result: The sum of cells in A1
Where values in B1 are greater than 10 and C1 are less than 20.
21. SUMPRODUCT
Multiplies corresponding values in given arrays or ranges and returns the sum of those products.
Syntax:
=SUMPRODUCT (array1, [array2],)
Example:
=SUMPRODUCT (A1:A3, B1:B3)
Result: The sum of the products of corresponding values in A1and B1
Syntax:
=SUMSQ (number1, [number2],)
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Example:
=SUMSQ (2, 3)
Result: 13 (2^2 + 3^2 = 4 + 9)
23. SUMX2MY2
Returns the sum of the differences of squares of corresponding values in two arrays
Syntax:
=SUMX2MY2 (array, array)
Example:
=SUMX2MY2 (A1:A3, B1:B3)
Result: The sum of (A1^2 - B1^2) + (A2^2 - B2^2) + (A3^2 - B3^2).
24. SUMX2PY2
Returns the sum of the sums of squares of corresponding values in two arrays
Syntax:
=SUMX2PY2 (array, array)
Example:
=SUMX2PY2 (A1:A3, B1:B3)
Result: The sum of (A1^2 + B1^2) + (A2^2 + B2^2) + (A3^2 + B3^2).
25. SUMXMY2
Returns the sum of squares of the differences between corresponding values in two arrays
Syntax:
=SUMXMY2 (array x, array y)
Example:
=SUMXMY2 (A1:A3, B1:B3)
Result: The sum of (A1 - B1) ^2 + (A2 - B2) ^2 + (A3 - B3) ^2.
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Database Function
DAVERAGE
Calculates the average of a set of values in a database that meet specified criteria
Syntax:
=DAVERAGE (database, field, criteria)
• Database: The range of cells that make up the database.
• Field: The column name or index number of the column from which to average (enclosed
in double quotes or the header cell reference).
• Criteria: The range of cells that contain the conditions you want to apply.
Example:
If you have the following database in range A1: C5
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A B C
1 Name Age Salary
2 John 28 3000
3 Jane 25 3200
4 Tom 30 3500
5 Sue 22 2800
To calculate the average salary for people under 30 years:
Contains:
Markdown
E
1 Age
2 <30
Result: 3066.67 (average salary for John, Jane, and Sue)
2. DCOUNT
Counts the number of cells containing numbers in a field that meet specified criteria
Syntax:
=DCOUNT (database, field, criteria)
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• Database: The range of cells that make up the database.
• Field: The column name or index number from which to count (enclosed in double
quotes or the header cell reference).
• Criteria: The range of cells that contain the conditions you want to apply.
Example:
Using the same database as above, to count how many people are over 25 years old:
Contains:
Markdown
E
1 Age
2 >25
Result: 3 (Jane, Tom, and Sue).
3. DCOUNTA
Counts the number of non-empty cells in a field that meet specified criteria
Syntax:
=DCOUNTA (database, field, criteria)
• Database: The range of cells that make up the database.
• Field: The column name or index number from which to count (enclosed in double
quotes or the header cell reference).
• Criteria: The range of cells that contain the conditions you want to apply.
Example:
Using the same database, to count how many people have a name entered:
Contains:
Mathematic
E
1 Name
2 <> ""
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Result: 4 (all names are non-empty).
4. DGET
Extracts a single value from a database that meets specified criteria if multiple values meet the
criteria, it returns an error.
Syntax:
=DGET (database, field, criteria)
• Database: The range of cells that make up the database.
• Field: The column name or index number from which to extract the value (enclosed in
double quotes or the header cell reference).
• Criteria: The range of cells that contain the conditions you want to apply.
Example:
To get the salary of a person named "Tom":
Contains:
Markdown
E
1 Name
2 Tom
Result: 3500.
5. DMAX
Returns the maximum value from a set of values in a database that meet specified criteria
Syntax:
=DMAX (database, field, criteria)
• Database: The range of cells that make up the database.
• Field: The column name or index number from which to get the maximum value
(enclosed in double quotes or the header cell reference).
• Criteria: The range of cells that contain the conditions you want to apply.
Example:
To find the maximum salary for people aged 25 or older:
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Contains:
Markdown
E
1 Age
2 >=25
Result: 3500 (Tom's salary).
6. DMIN
Returns the minimum value from a set of values in a database that meet specified criteria
Syntax:
=DMIN (database, field, criteria)
• Database: The range of cells that make up the database.
• Field: The column name or index number from which to get the minimum value
(enclosed in double quotes or the header cell reference).
• Criteria: The range of cells that contain the conditions you want to apply.
Example:
To find the minimum salary for people under 30 years old:
Contains:
Markdown
E
1 Age
2 <30
Result: 2800 (Sue's salary).
7. DPRODUCT
Returns the product of the values in a specified field that meet the criteria
Syntax:
=DPRODUCT (database, field, criteria)
• Database: The range of cells that make up the database.
• Field: The column name or index number from which to get the product (enclosed in
double quotes or the header cell reference).
• Criteria: The range of cells that contain the conditions you want to apply.
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Example:
To find the product of the salaries for people aged 25 and older:
Contains:
Markdown
E
1 Age
2 >=25
Result: 12200000 (1500 × 3500).
8. DSUM
Calculates the sum of a set of values in a database that meet specified criteria
Syntax:
=DSUM (database, field, criteria)
• Database: The range of cells that make up the database.
• Field: The column name or index number from which to sum (enclosed in double quotes
or the header cell reference).
• Criteria: The range of cells that contain the conditions you want to apply.
Example:
To find the total salary of people under 30 years:
Contains: markdown
E
1 Age
2 <30
Result: 5800 (3000 + 2800).
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