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Lecture 5 Excel II Basic Formulas

The document provides an overview of basic formulas and shortcuts in MS Excel, including key components such as operators and call references. It details essential functions like SUM, AVERAGE, and IF, along with their usage examples. Additionally, it lists various navigation, selection, editing, formatting, data management, and worksheet shortcuts to enhance efficiency in Excel.
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0% found this document useful (0 votes)
3 views22 pages

Lecture 5 Excel II Basic Formulas

The document provides an overview of basic formulas and shortcuts in MS Excel, including key components such as operators and call references. It details essential functions like SUM, AVERAGE, and IF, along with their usage examples. Additionally, it lists various navigation, selection, editing, formatting, data management, and worksheet shortcuts to enhance efficiency in Excel.
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

MS Excel Part II:

Basics Formulas
and Shortcuts
Prepared by:
Miguel Joie S. Polines
Gerami M. Benedicto
Instructor I
College of Engineering and
Information Technology
Spreadsheet Formulas

Formulas are equations that perform


calculations, transformations, or operations on data
within cells. They are written directly into a cell and
typically start with an equals sign (=), signaling
Excel to process the following characters as a
formula rather than plain text.

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Key Components of Excel Formulas

Operators: Symbols that specify the type of


calculation to perform.
• + is addition
• - is subtraction
• * is multiplication
• / is division
• ^ is exponentiation
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Call References

These references allow you to use data from


other cells within your formula. There are three
types:

1. Relative – changes based on the cell where the


formula is used (e.g., A1)

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Call References

These references allow you to use data from


other cells within your formula. There are three
types:

2. Absolute – remains fixed when copied or


moved, marked with a $ (e.g., $A$1)

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Call References

These references allow you to use data from


other cells within your formula. There are three
types:

3. Mixed – Partially absolute (e.g., $A1 or A$1)

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Basic Functions

1. SUM: Adds up a range of numbers


Example: =SUM(A1:A5)

What it does: Adds up all values in the range


specified, such as cells A1 through A5.
Usage: Useful for calculating total expenses, total
sales, or any cumulative figures.
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Basic Functions

2. AVERAGE: Calculates the average of a range


Example: =AVERAGE(A1:A5)

What it does: Calculates the average (mean) of


the values in the specified range.
Usage: Helpful for finding the average revenue
over a period or the average score in a test.
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Basic Functions

3. MIN/MAX: Finds the smallest or largest value


Example: =MIN(A1:A5)
Example: =MAX(A1:A5)

What it does: MIN finds the smallest value in a


range, while MAX finds the largest.
Usage: Useful for identifying the lowest and highest
amounts
College in sales
of Engineering and or expenses.
Information Technology
Basic Functions

4. IF: Evaluate a condition and returns a value if


true or false
Example: =IF(A1>10, “High”, “Low”)

What it does: Allows you to make logical


comparisons and perform action based on whether
a condition is true or false.
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Basic Functions

5. COUNT
Example: =COUNT(A1:A10)

What it does: Counts the number of cells


containing numbers within a range.
Usage: Handy for counting the number of
transactions or items in a list that contain numerical
values.
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Basic Functions

6. COUNTA
Example: =COUNTA(A1:A10)

What it does: Counts the number of cells that are


not empty (useful for both text and numbers).
Usage: Useful for counting filled entries, such as
counting the total clients, transactions or filled cells
in a ofdatabase.
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Basic Functions

7. ROUND
Example: =ROUND(A1, 2)

What it does: Rounds the value in A1 to two


decimal places.
Usage: Essential in financial data for rounding
currency values to two decimal places.
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Basic Functions

8. NOW and TODAY


Example: =NOW() or =TODAY()

What it does: NOW() returns the current date and


time, while TODAY() returns only the date.
Usage: Great for adding timestamps or tracking
current dates in records, useful for deadlines or
document
College logging.
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Basic Functions

9. CONCATENATE
Example: =CONCATENATE(A1, “ ”, A5)

What it does: Combines values from multiple cells


into one.
Usage: Useful for creating full names from first and
last names or combining data fields.
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Basic Functions

10. TRIM
Example: =TRIM(A1)

What it does: Removes extra spaces from text in a


cell, which can help in cleaning data for
consistency.
Usage: Important for cleaning up data imported
fromof other
College sources
Engineering and with unnecessary spaces.
Information Technology
Basic Functions

11. IFERROR
Example: =IFERROR(A1/A2, “Error”)

What it does: If an error occurs in the formula (like


dividing by zero), this function returns a specific
value, like “Error”, instead of displaying an error
message.
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Navigation Shortcuts (Windows)

1. TAB – Move to the next cell


2. SHIFT + TAB – Move to the previous cell
3. CTRL + ARROW KEYS – Move to the edge of
data region
4. HOME (FN + left arrow) – Go to the beginning
of a row

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Selection and Editing Shortcuts

1. SHIFT + SPACE – Select entire row


2. CTRL + SPACE – Select entire column
3. CTRL + A – Select the entire worksheet
4. SHIFT + ARROW KEYS – Select a range of cells
5. CTRL + D – Fill down
6. CTRL + R – Fill right

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Formatting Shortcuts

1. CTRL + B – Bold
2. CTRL + I – Italic
3. CTRL + U – Underline
4. CTRL + 1 – Open format cells dialog box
5. ALT + H, O, I – Autofit column width

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Data Management Shortcuts

1. CTRL + SHIFT + + – Insert a new row


2. CTRL + - – Delete selected row/column
3. ALT + D + S – Open sort dialog box
4. CTRL + SHIFT + L – Filter data

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Worksheet Shortcuts

1. CTRL + Page Up / Page Down – Switch between


worksheets
2. SHIFT + F11 – Insert a new worksheet
3. ALT + H + O + R – Rename the active worksheet
4. CTRL + Z – Undo
5. CTRL + Y – Redo
6. CTRL + S – Save workbook
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