GemTechs Solutions

ADVANCED EXCEL TRAINING FOR

WEATHERFORD-DAY-I
 Introduction to
Excel
Facilitator : FATIMA SHEIKH
DAY-I (17-06-2014)

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 Why
Excel?????????????????

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ADVANCED FORMATING

ADVANCED EXCEL TRAINING FOR WEATHERFORD-DAY-I

 Format Cells
 Using the formatting buttons only
give you a limited amount of
formatting ability.
 For more formatting ability, select
one or more cells and right click on
the selection. Then choose “format
cells” from the popup menu.
 Choose options from the Number,
Alignment, Font, Border and
Patterns tabs and press OK to
change the way your information
looks on the screen.
 The Protection tab is used to lock
cells so that their contents can’t be
modified.
 We will not go into the details of
using the format cells dialog box at
this time but you should be able to
figure out most of it by yourself. 5
 EFFICIENT EXCEL TOOLS

• PIN OPTION

• WORKSPACES

• Ctrl +Space bar

• Ctrl+ +

• Ctrl+ -

• WRAP TEXT

• FORMAT PAINTER

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 DOING MYSELF IS GREAT

HYPERLINK: TRANSPOSE:

•How to insert????? •How to do it.

•Utility of Hyperlink •Utility

•Exercise. •Exercise.

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 DOING MYSELF IS GREAT

CONDITIONAL FILTER & SORT

FORMATTING

•Utility •Utility

•Different formats •Exercise.

•Exercise.

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 Formulas

The bread and butter of Excel

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 Excel Formulas

• You must have an equals sign ( = ) as the first

character in a cell that contains a formula.
• The = sign tells excel that the contents of the
cell is a formula
• Without the = sign, the formula will not
calculate anything. It will simply display the
text of the formula.

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 Formulas - correct

formula with = sign After pressing ENTER

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 Missing = sign

Missing = sign! After pressing ENTER

Before pressing enter (no change - not a function)

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 Types of operations

• You can use any of the following operations in

a formula:

• operation symbol example

addition: + =a1+3
subtraction: - =100-b3
multiplication: * =a1*b1
division: / =d1/100

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 Explicit (literal) values and cell references

• You can use both explicit values and cell

references in a formula
• An explicit value is also called a literal value

• Formula with only cell references: =a1*b1

• Formula with only literal values: =100/27

• Formula with both cell references and

literal values: = a1/100
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Order of Operations

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 Complex formulas

 You can use several operations in one function

 You can group those operations with parentheses

 Examples

=3*2+1

=c1*(a1+b1)

=(100*a2-10)+(200*b3-20)+30

=(3+2*(50/b3+3)/7)*(3+b7)

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 Order of operations-BODMAS
When using several operations in one formula, Excel
follows the order of operations for math.
◦ first: all parentheses - innermost first
◦ second: exponents (^)
◦ third: all multiplication (*) and division (/). Do
these starting with the leftmost * or /
and work to the right.
◦ fourth: all addition (+) and subtraction (-). Do
these starting with the leftmost + or -
and work to the right.

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 Please Excuse My Dear Aunt Sally

 The sentence "Please excuse my dear aunt Sally" is a

popular mneumonic to remember the order of operations:
Menumonic Meaning
◦ Please parentheses

◦ Excuse exponents

◦ My Dear mulitplication and division

(going left to right)

◦ Aunt Sally addition and subtraction

(going left to right)

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 Order of operations

• The value of

3+2*5

is

13

NOT 25!
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 Order of operations

3 + (100 - 20) / 10 - 6 * 2 / 4 + 9

3 + 80 / 10 - 6 * 2 / 4 + 9

3+ 8 - 6 * 2 / 4 + 9

3 + 8 - 12 / 4 + 9

3+8 - 3 + 9

11 - 3 + 9

8+9

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answer: 17
Functions

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 What is a function?

• A function is a "named operation"

• Functions have
– a name
– parentheses
– parameters/arguments inside the parentheses
• The words parameter and argument mean the same thing
• you can have many parameters for one function separated
with commas (,)
• The number of parameters is one more than the number of
commas.

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 The SUM function

• Examples

Function Result
=SUM(1,2,3,4,5) 15

=SUM(a1,b1,c1) a1+b1+c1

=SUM(9,a1,b2,5,c1) 9+a1+b2+5+c1

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 Terminology

SUM(1,2,3,4,5)
– The name of the function is "SUM"

– The parameters or arguments to this function are

1,2,3,4 and 5

– The entire thing, i.e. SUM(1,2,3,4,5), is a function call

– The value of this function call is 15.

Another way to say this is that this function call
returns 15. 24
 SUM
Function-Exercise

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SUBTOTALS

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SUBTOTALS-Exercise

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Absolute and Relative
Cell References

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 Absolute and Relative Cell References
• By default, when you copy a formula that
contains a cell reference, excel will automatically
adjust the cell reference.

• You can stop Excel from automatically adjusting

the cell reference by using one or more dollar
signs ($) in the cell reference. These are called
absolute cell references.

• A cell reference without a dollar sign is a relative

cell reference.

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 Examples

• The following all refer to the same cell

d9
$d$9
$d9
d$9
• The only difference between these cell
references relates to what happens when you
copy a formula that contains the cell
reference.

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 Relative Cell Reference

d9 `This is a "relative cell reference".

◦ Changing the column: If I copy this cell reference to
another cell:
 the "d" will increment one letter for every cell that I move over
to the right.
 The "d" will decrement one letter for every cell that I move
over to the left
◦ Changing the row: If I copy this cell reference to
another cell:
 the "9" will increment by one for every cell that I move down.
 The "9" will decrement by one for every cell that I move up

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 Absolute cell reference

• $d$9 This is an absolute cell reference.

– If I copy a formula with this cell reference, the cell
reference will NOT change AT ALL.

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 Mixed References

• $d9 and d$9 These are "Mixed" cell

references:

• $d9 (We are moving vertically)

– The "d" will stay the same when you copy the cell, but
the "9" will change.

• d$9 : (W are moving vertically)

– The "d" will change when you copy the cell, but the
"9" will stay the same.
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EXCERCISES

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Other Functions

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 Other functions

• Click the function button to see the available

functions:
Function buton
brings up the
function dialog box
(see next slide)

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 Function dialog box

categories Functions for the selected category

(i.e. groups of functions)

Description
of currently
selected
function

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 Mathematical Functions

 SUM

 COUNT
EXERCISES
 COUNTA

 MIN

 MAX
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 STATISTICAL FUNCTIONS

 AVERAGE

 MEAN EXERCISES

 MEDIAN

 MODE

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 Logical Functions

 SUMIFS

 IF FUNCTION EXERCISES

 VLOOKUP

 HLOOKUP

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Logical Values

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 TRUE and FALSE

• A logical value can be one of only two values

TRUE

or

FALSE

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 TRUE

 The following statements are TRUE:

Fish live in water.

Deer live on land.

 The following statements are also TRUE:

3 is greater than 2
2 is less than 3
2 is less than or equal to 3
2 is less than or equal to 2
3 is greater than or equal to 2
3 is greater than or equal to 3
2 is equal to 2
2 is not equal to 3

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 FALSE

 The following statements are FALSE:

Fish live on land.

Deer live in water.

 The following statements are also FALSE:

2 is greater than 3
3 is less than 2
3 is less than or equal to 2
2 is greater than or equal to 3
2 is equal to 3
2 is not equal to 2
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 Logical operators

• In Excel the following "operators" are used

Operator Meaning
> greater than
< less than
>= greater than or equal to
<= less than or equal to
= equal to
<> not equal to
• Examples
3>2 true
3<2 false

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 Logical Formulas

Formula View Values View

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IF Function

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Parameters for IF function

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 IF function

Formula View Values View

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IF with a numeric result

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EXCERCISE

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NESTED IF OR MULTIPLE-IFS

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 Financial Functions

 IRR

 NPV EXCERCISES

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EXCERCISES

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Text Functions

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 Text Functions

• Many functions are used to manipulate text

values.
• The following are only some of them
right( )
left( )
mid( )
concatenate( )
lower( )
upper( )

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EXCERCISES

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RIGHT, LEFT and MID
functions

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 Concatenation
( & ) and
CONCATENATE Function

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More Text Functions:
LOWER
UPPER
MID

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Dates and Times

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 How Excel Stores Dates

• Dates are stored in Excel as the number of days since Dec 31,
1899 for that date. (ex. Jan 1, 1900 is stored as the number 1).
• To see this, type a date in a cell and then press Ctrl-` to see the
“formulas view”.
• Example
– Values View Dates become
numbers in
“formulas
view”

– Formulas View

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WISH YOU ALL THE BEST FOR
2ND DAY !!!!!

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