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Excel SUM Function Guide

This document provides a step-by-step guide to using Excel, specifically focusing on how to add numbers using various functions such as SUM and SUMIF. It includes instructions on navigating the interface, entering formulas, and understanding the use of constants and criteria in calculations. The document also suggests exploring PivotTables for more complex data analysis.

Uploaded by

souvikbhadra
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
6 views55 pages

Excel SUM Function Guide

This document provides a step-by-step guide to using Excel, specifically focusing on how to add numbers using various functions such as SUM and SUMIF. It includes instructions on navigating the interface, entering formulas, and understanding the use of constants and criteria in calculations. The document also suggests exploring PivotTables for more complex data analysis.

Uploaded by

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

Welcome to the tour.

Instructions for screen readers: In just 10 steps, you'll be up and running with Excel, the world's most popular spreadsheet app.
There are 11 more sheets in this tour. The instructions for each sheet start in cell A1, and each subsequent step is in cell A2, A3, and so on.
The instructions will indicate which cells to navigate to for use of a feature, or further reading.
To start, press CTRL+PAGE DOWN.

Take a tour
In just 10 steps, you'll be up and running with
Excel, the world's most popular spreadsheet app.

Let's go
>
Go back to top by pressing CTRL+HOME. To start the tour, press CTRL+PAGE DOWN.
Add numbers like a champ
Add numbers like a champ
Here are some ways to add up numbers in Excel:
Cells C3 through
Here are D7 contain
some data
wayswith
to two
addcolumns. One forin
up numbers Fruit, and one for Amount.
Excel:
Go to D8 by pressing CTRL+G, type D8, and then press ENTER.
1
Type =SUM(D4:D7), then press ENTER.
The result is 170.
Here's another way to add, using a shortcut key. Cells F3 through G7 contain data with two columns: Meat and Amount
2Press ALT+=, then press ENTER.
Go to cell G8.
The result in cell G8 is 140.
Here's another
3 way to add. Cells C10 through D15 have two columns of data: Item and Amount.
Now add only the numbers over 50. Go to cell D16. Type =SUMIF(D11:D15,">50"), then press Enter. The result is 100.
EXTRA CREDIT: Cells F10 through G15 contain data with two columns: Item and Amount. Go to cell G16. Try adding ano
Dive down for4 more detail: Go to A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.

Dive down for more detail

More about the SUM function


More about the SUM function
In some of the above tips, we taught you how to use the SUM function. Here are more details about it.
Cells C37 through D41 contain data with two columns: Fruit and Amount.
The formula in cell D42: =SUM(D38:D41).
If the SUMInfunction
some of theD42
in cell above
couldtips,
talk, itwe taught
would youSum
say this: howupto
theuse theinSUM
values function.
cells D38, D39, D40, and D41.
Here are more details
Here's another way it can be used: about it. Double-click a yellow cell on the right, and
then read along with the text below.
Cells C47 through D48 contain data with two columns: Item and Amount.
Cells F47 through
If the SUMG51 contain
functiondata with two
could talk,columns: Item
it would andthis:
say Amount.
Cells E53 through E54 contain data with one column: Total.
The formula in cell E54: =SUM(D48, G48:G51,100).
If the formula
Suminupcellthe
E54 could talk, it would say: Sum the following: the value in cell D48, the values in cells G48, G49
following:
The formula in cell E54 uses the following:
• A single cell reference, which is the "address" or "name" of a cell. D48 is the single cell reference in the formula above
• A range of cells, which is a series of cells starting at one cell and ending at another. G48:G51 is the range of cells in t
• A constant, which is the number 100.
IMPORTANT DETAIL: Go to cell E54. You'll notice the 100 toward the end of the formula. Although it's possible to put numbers
=SUM(D38:D41)
=SUM(D38:D41)
Go to cell A66 for the next instruction.

Here's another way it can be used:

Sum the
following:

GOOD TO
=SUM(D48,G48:G51,100)
KNOW: Go to
cell G78. The
The formula above uses the following:
formula in cell
G78: • A single cell reference, which is the "address" or "name" of a cell. D48 is
=SUMIF(G73:G
77, ">=50") the
is single cell reference in the formula above.
different from
• A range of cells, which is a series of cells starting at one cell and ending
the formula at in
another. G48:G51 is the range of cells in the formula.
cell D78.
Specifically,
• A constant. The constant in this formula is the number 100.
the sum
criteria is
">=50" which
means greater
than or equal
to 50. There
are other
More about
operators the SUMIF function
you
We also
can
More about the SUMIF function
showed you the SUMIF function at the top of this sheet in cells A10 and A11. The SUMIF function sums up totals base
use like
"<=50" which
Cells C72 through D77 contain data with two columns: Item and Amount.
is less than or
The
equalformula
to 50. in cell D78: =SUMIF(D73:D77,">50").
Wefunction
If thethere's
And SUMIF also showed you
could talk, the SUMIF
it would say this:function at the
Sum up some topbased
values of this
on sheet. The SUMIF
this criterion, look through these cells D73 th
"<>50" which
function sums up totals based on a criterion. If the SUMIF function could
NOTE: If you find you are making a lot of SUMIF formulas, you might find that a PivotTable is a better solution. See the PivotTa
is not equals
talk, it would say this:
Cells F72 through G77 contain data with two columns: Item and Amount.
50.
Sum up some
values
Go to cell A86 based
to go to the next instruction.
on this
criterion:

=SUMIF(D73:D77,">50")

NOTE: If you find you are making a lot of SUMIF formulas, you might find
that a PivotTable is a better solution. See the PivotTable worksheet for more
information.

More information on the web


More information on the web
All about the SUM function
More information on the web
All about the SUMIF function
Use Excel as your calculator
Free Excel training online
Go back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.

Back to top
Add numbers like a champ
numbers like a champ
e are some ways to add up numbers in Excel:
s C3 through
Here are D7 contain
some dataways with
to two
addcolumns. One forin
up numbers Fruit, and one for Amount.
Excel: Fruit
o D8 by pressing CTRL+G, type D8, and then press ENTER. Apples
1 Select
e =SUM(D4:D7), then press
the ENTER.
yellow cell under the amounts for fruit. Oranges
result is 170. Bananas
e's another way to add, using a shortcut key. Cells F3 through G7 contain data with two columns: Meat and AmountLemons
2PressType
o cell G8.
=SUM(D4:D7), and then press enter. When you're done,
ALT+=, then press ENTER.
you'll see the result of 170.
result in cell G8 is 140.
e's another
3 wayHere's
to [Link]
Cells C10 through
way to D15
add,have two a
using columns of data:
shortcut [Link] and Amount.
Select the yellow Item
w add only the numbers
cell under overthe
50. amounts
Go to cell D16.
for Type
meat. =SUMIF(D11:D15,">50"), then press Enter. The result is 100. Bread
RA CREDIT: Cells F10 through G15 contain data with two columns: Item and Amount. Go to cell G16. Try adding anoDonuts
e down for4 morePress Alt
detail: Go to A27.
=
first. Then,
Or, to press
proceed Enter.
to the next step, press CTRL+PAGE DOWN. Cookies
Cakes
Pies
5 Now add only the numbers over 50. Select the last yellow cell.
Type =SUMIF(D11:D15,">50") and then press Enter. The result
is 100.

Dive down for more detail Next step

e about the SUM function


More about the SUM function
ome of the above tips, we taught you how to use the SUM function. Here are more details about it.
s C37 through D41 contain data with two columns: Fruit and Amount.
formula in cell D42: =SUM(D38:D41).
e SUMInfunction
some of theD42
in cell above
couldtips,
talk, itwe taught
would youSum
say this: howupto
theuse theinSUM
values function.
cells D38, D39, D40, and D41.
Here are more details
e's another way it can be used: about it. Double-click a yellow cell on the right, and
then read along with the text below.
s C47 through D48 contain data with two columns: Item and Amount.
s F47 through
If the SUMG51 contain
functiondata with two
could talk,columns: Item
it would andthis:
say Amount.
s E53 through E54 contain data with one column: Total.
formula in cell E54: =SUM(D48, G48:G51,100).
e formula
Suminupcellthe
E54 could
…thetalk, it would
values in say: Sum the following: the value in cell D48, the values in cells G48, G49 Fruit
following: cells D38,
formula in cell E54 uses the following: D39, Apples
D40, and D41.
single cell reference, which is the "address" or "name" of a cell. D48 is the single cell reference in the formula aboveOranges
range of cells, which is a series of cells starting at one cell and ending at another. G48:G51 is the range of cells in t Bananas
constant, which is the number 100. Lemons
ORTANT DETAIL: Go to cell E54. You'll notice the 100 toward the end of the formula. Although it's possible to put numbers in a fo
=SUM(D38:D41)
=SUM(D38:D41)
o cell A66 for the next instruction.

Here's another way it can be used:

…the values Item


Sum the …the …and
following: value in in cells G48, 100. Table
cell D48… G49, G50,
and G51...

=SUM(D48,G48:G51,100)
The formula above uses the following:

• A single cell reference, which is the "address" or "name" of a cell. D48 is


IMPORTAN
the single cell reference in the formula above. Double-click th
• A range of cells, which is a series of cells starting at one cell and ending end. Although
at another. G48:G51 is the range of cells in the formula. like this, we do
necessary. This
• A constant. The constant in this formula is the number 100. forget that it's
cell instead, lik
hidden inside a

e about the SUMIF function


More about the SUMIF function
also showed you the SUMIF function at the top of this sheet in cells A10 and A11. The SUMIF function sums up totals based on a criterion.
s C72 through D77 contain data with two columns: Item and Amount.
formula in cell D78: =SUMIF(D73:D77,">50").
e SUMIFWefunction
also showed you
could talk, the SUMIF
it would say this:function
Sum up some at the topbased
values of this
on sheet. The SUMIF
this criterion, look through these cells D73 through D77, and
function sums up totals based on a criterion. If the SUMIF function could
TE: If you find you are making a lot of SUMIF formulas, you might find that a PivotTable is a better solution. See the PivotTable worksheet f
talk, it would say this:
s F72 through G77 contain data with two columns: Item and Amount. Item
Sum up some ....Look through ...and if the Bread
values based these cells...
o cell A86 to go to the next instruction. value is Donuts
on this greater than
criterion: 50, sum it up. Cookies
Cakes
Pies
=SUMIF(D73:D77,">50")
GOOD TO
NOTE: If you find you are making a lot of SUMIF formulas, you might find Double-click th
that a PivotTable is a better solution. See the PivotTable worksheet for more is different. Spe
which means g
information. other operator
than or equal t
equals 50.

e information on the web


More information on the web
bout the SUM function
than or equal t
equals 50.

More information on the web


bout the SUMIF function
Excel as your calculator
e Excel training online
All about the SUM
back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.
function

All about the SUMIF


function

Use Excel as your


calculator

Free Excel training online

Back to top Next step


Amount Meat Amount
50 Beef 50
20 Chicken 30
60 Pork 10
40 Fish 50

Amount Item Amount


50 Bread 50
100 Donuts 100
40 Cookies 40
50 Cakes 50
20 Pies 20

EXTRA CREDIT
Try adding another
SUMIF formula here, but
add amounts that are less
than 100. The result
should be 160.

Amount
50 CHECK THIS OUT
Select these cells. Then in the
20 lower-right corner of the Excel
60 window, look for this:
40
170 That's just another way to
quickly find a total.
lower-right corner of the Excel
window, look for this:

That's just another way to


quickly find a total.

Amount Item Amount


20 Cars 20
Trucks 10
Bikes 10
Skates 40

Total:
200

IMPORTANT DETAIL
Double-click this cell. You'll notice the 100 toward the
end. Although it's possible to put numbers in a formula
like this, we don't recommend it unless it's absolutely
necessary. This is known as a constant, and it's easy to
forget that it's there. We recommend referring to another
cell instead, like cell D16. That way it's easily seen and not
hidden inside a formula.

als based on a criterion.

s D73 through D77, and if the value is greater than 50 sum it up.
PivotTable worksheet for more information.
Amount Item Amount
50 Bread 50
100 Donuts 100
40 Cookies 40
50 Cakes 50
20 Pies 20
100 200

GOOD TO KNOW
Double-click this cell and you'll see that the formula
is different. Specifically, the sum criteria is ">=50"
which means greater than or equal to 50. There are
other operators you can use like "<=50" which is less
than or equal to 50. And there's "<>50" which is not
equals 50.
than or equal to 50. And there's "<>50" which is not
equals 50.
Save time by filling cells
Save time by filling cells automatically

automatically
Here’s how to use the fill feature in Excel:
Cells C3 through
Here’sG7 howcontain datathe
to use withfill
five columns:
handle in "This:"
Excel:column, which contains the number 50 in each cell; "Plus th
Go to cell E4. Press CTRL+G, type E4, then press Enter.
1 E5, E6, and E7 by holding the SHIFT key while pressing the ARROW DOWN key, then press CTRL+D. Excel will
Select cells E4,
EXTRA CREDIT: Go to cell G4 and repeat the fill down steps above.
Cells C10 through G14 contain data with five columns. These columns contain the heading from C3 to G3 and the values
2 Select cells C15, D15, E15, F15, and G15. This time press CTRL+R to fill the cells. This is known as “filling right.”
Go to cell C15.
Dive down for more detail: Go to cell A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.

Dive down for more detail

Use the fill handle to copy cells


Use the fill handle to copy cells
Sometimes you don't need the numbers to change as you fill. Instead, you just want to copy values to other adjacent cells. He
Cells C33 to cell F37 contain four columns: Department, Category, Product, and Count.
Go to cell C34. Select C34, C35, C36, C37 and press CTRL+D. The value in C34 is filled down into the selected cells.
Sometimes
Go to cell A64 for the nextyou don't need the numbers to change as you fill. Instead, you
instruction.
just want to copy values to other adjacent cells. Here's how to do that:

Fill a series
Fill a series
Excel can automatically fill some cells based on a series. For example, you
can type Jan in one cell, and then fill the other cells with Feb, Mar, etc.

More information on the web


More information on the web
Fill data automatically in worksheet cells
Fill a formula down into adjacent cells
Go back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.

Back to top
Save time by filling cells
e time by filling cells automatically

automatically
e’s how to use the fill feature in Excel:
s C3 through
Here’sG7 howcontain datathe
to use withfill
five columns:
handle in "This:"
Excel:column, which contains the number 50 in each cell; "Plus thThis:
o cell E4. Press CTRL+G, type E4, then press Enter. 50
1 E5,Click
ct cells E4, E6, andtheE7 cell
by holding
with thethe SHIFT key while
number [Link] the ARROW DOWN key, then press CTRL+D. Excel will 50
RA CREDIT: Go to cell G4 and repeat the fill down steps above. 50
s C10 through G14 contain data with five columns. These columns contain the heading from C3 to G3 and the values 50
2 Select
o cell C15.
Rest your cursor on the lower-right corner of the cell until
cells C15, D15, E15, F15, and G15. This time press CTRL+R to fill the cells. This is known as “filling right.”
it becomes a cross:
e down for more detail: Go to cell A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.
This:
3 Click the cross and drag down three cells. Excel will automatically 50
fill the cells with the totals: 110, 120, and 130. People call this 50
“filling down.” 50
4 Click the yellow cell with 200, and fill again but this time drag the 50
fill handle to the right to fill the cells. This is known as “filling
right.” 200

Dive down for more detail Next step

the fill handle to copy cells


Use the fill handle to copy cells
metimes you don't need the numbers to change as you fill. Instead, you just want to copy values to other adjacent cells. Here's how to do th
s C33 to cell F37 contain four columns: Department, Category, Product, and Count.
o cell C34. Select C34, C35, C36, C37 and press CTRL+D. The value in C34 is filled down into the selected cells.
Sometimes
o cell A64 for the nextyou don't need the numbers to change as you fill. Instead, you
instruction.
just want to copy values to other adjacent cells. Here's how to do that:
Dept.
1 Click the cell with the word Produce. Rest your cursor on the
Produce
lower-right corner of the cell until it becomes a cross, then drag
down three cells.
2 Now select the cell with the word Fruit. Rest your cursor on the
lower- right corner again, and when you get the cross, double-
click. That's another way to fill down in case you ever need to fill
a long column.

Fill a series
Fill a series
Excel can automatically fill some cells based on a series. For example, you
can type Jan in one cell, and then fill the other cells with Feb, Mar, etc. Week 1

1 Click the cell with the word Jan.

2 Rest your cursor on the lower-right corner of the cell until it


becomes a cross, then drag right two cells. Excel detects a series,
and fills in Feb and Mar for you.

3 Now select the cell with Week 1.

4 Rest your cursor on the lower-right corner again, and when you
get the cross, double-click it.

Intervals
15

e information on the web EXPERIMEN


Select these two
More information on the web
data automatically in worksheet cells
a formula down into adjacent cells
right. Excel fills th
and 30 to other v
back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN. January and Mar
happens!
Fill data automatically in worksheet
cells

Fill a formula down into adjacent


cells

Back to top Next step


Plus this: Equals: Plus this: Equals:
50 100 75 175
EXTRA CREDIT
60 75 Click and drag to select
70 75 these four cells, and
then press CTRL+D.
80 75 That's the shortcut key
for filling down. Can
you guess what the
shortcut for filling right
Plus this: Equals: Plus this: Equals: is?
50 100 75 175
60 110 75 185
70 120 75 195
80 130 75 205

cells. Here's how to do that:

Category Product Count


Fruit Apple 100
Orange 200
Banana 50
Pears 100
Jan
35 44 79 Qrtr 1
74 64 56
82 50 83
90 22 89

IMPORTANT DETAIL
Select this cell, and then drag the fill
handle down 3 cells. After that, click this button:
This is the AutoFill Options button, and it lets you
change the fill immediately after. Choose another
option like Copy cells or Fill formatting only. You
never know when these might come in handy
someday.

30

EXPERIMENT
Select these two cells, and then drag the fill handle to the
right. Excel fills the series in increments of 15. Try changing 15
and 30 to other values, like 1 and 1.8. Or, Mon and Wed. Or,
January and March. And then fill to the right again... see what
happens!
Data stuffed into one column? Split
Data stuffed into one column? Split it.

it.
Go to cell D5. Press CTRL+G, type D5, then press Enter. Type the first name that is in the Email column in cell C5: Nancy.
Go to cell D6. Press CTRL+E, a shortcut for Flash Fill.
1 when you type a consistent pattern, and fills the cells once the pattern is detected.
Flash Fill detects
Try another way to Flash Fill: Go to cell E5.
Press ALT+H to enter the Home tab above the ribbon, then press FI to select Fill options. Arrow down to select Flash Fil
2
Dive down for more detail: Go to cell A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.

Dive down for more detail

Split a column based on delimiters.

Split a column based on delimiters


Flash Fill is pretty handy. But if you want to split data into more than one column all at once, then it's not the best tool for the
Go to cell C32. Select all cells C32 through C39: Nancy all the way down to Yvonne.
Press ALT+A to enter the Data tab above the ribbon, then press E to select Text to Columns within the Data Tools section. Con
Convert Text Flash Fill is pretty
to Columns Wizard -handy. But
Step 2 of if you
3: Tab want
to find the to splitoption
Comma data under
into more thanMake
Delimiters. one sure that Comma is
column all at once, then it's not the best tool for the job. Try
Convert Text to Columns Wizard - Step 3 of 3: press Tab and select only the General [Link] to
Columns in this situation:
Finally, press tab until you enter the Destination text box. Type $D$32, then press Enter.
WORTH EXPLORING:1 There's another way of working with data. You can query an external source, and you can split the da
Go to cell A49 for the next instruction.
2

4
5

Split a column with formulas


Split a column with formulas
You might want to write a formula to split data. This way, if the original data gets updated, then the split data will get updated
The left function extracts a specified number of characters from the left side of cell C56.
Go to cell E56: Yvonne. We used the LEFT function to extract characters from the left side of cell C56. And to specify the numb
The Find function is used to determine the number of characters to extract. Here's how the Find function works: Find the char
You might want to write a formula to split data. This way, if the original data
gets updated, then the split data will get updated as well. This is more
The result is Yvonne.
advanced. But it is possible when using a handful of functions: LEFT, RIGHT,
Then we created
FIND,aand[Helper
[Link]]. This was
For more just to “help”
information onextract
each the other text
of these in the [Link]
functions, It’s meant
the to be tempora
Select cell F56:
linksFrancis
at theMcKay in theof[Helper
bottom column].
this sheet. You’ll
But see thatcurious,
if you’re we used the RIGHT,
here’s LEN,we
how andsplit
FIND functions to extra
Here's howcell this C56.
formula "=RIGHT(C56,LEN(C56)-FIND("
Make sure to follow along with ",C56))"
theworks:
diagram on the right as you go
through
The Right function thesea steps:
extracts specified number of characters from the right side of cell C56.
In this case, the LEN function is used to determine the number of characters to extract. Here's how the LEN function works: Co
The result
Select cell G56:
1Francis.
is Francis McKay.
Here we used almost the same formula as in cell A51, but instead of extracting characters from cell C5

Select cell H56: McKay. This is the same formula as in step A57, but it extracts characters from F56 instead of cell C56.
Go to cell A79 to go to the next instruction.
2

More information on the web


More information on the web
Split text into different columns
All about Get & Transform
All about the LEFT function
All about the RIGHT function
All about the FIND function
All about the LEN function
Go back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.
Back to top
Data stuffed into one column? Split
a stuffed into one column? Split it.

it.
o cell D5. Press CTRL+G, type D5, then press Enter. Type the first name that is in the Email column in cell C5: Nancy.
o cell D6. Press CTRL+E, a shortcut for Flash Fill.
1 when
h Fill detects In the
youcells
type aunder First
consistent name,
pattern, andtype the
fills the first
cells names
once that isare
the pattern in the
detected.
Email column: Nancy,
another way to Flash Fill: Go to cell E5. Andy, and so on.
ss ALT+H to enter the Home tab above the ribbon, then press FI to select Fill options. Arrow down to select Flash Fil
2 When
e down for more
you see the faded list of suggestions, press Enter right
away. Go to This
detail: cell A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.
list of suggestions is called Flash Fill. Flash Fill
detects when you type a consistent pattern, and
provides suggestions to fill the cells with. When you
see the faded list, that's your cue to press Enter.

3 Try another way to Flash Fill: Click the cell with Smith.

4 Click Home > Fill > Flash Fill. Now the last names are in their
own column.

Dive down for more detail Next step

t a column based on delimiters.

Split a column based on delimiters


h Fill is pretty handy. But if you want to split data into more than one column all at once, then it's not the best tool for the job. Try Text to
o cell C32. Select all cells C32 through C39: Nancy all the way down to Yvonne.
ss ALT+A to enter the Data tab above the ribbon, then press E to select Text to Columns within the Data Tools section. Convert Text to Colu
vert TextFlash Fill is pretty
to Columns Wizard -handy. But
Step 2 of if you
3: Tab want
to find the to splitoption
Comma data under
into more thanMake
Delimiters. one sure that Comma is
column all at once, then it's not the best tool for the job. Try Text
vert Text to Columns Wizard - Step 3 of 3: press Tab and select only the General option. to
Columns in this situation:
lly, press tab until you enter the Destination text box. Type $D$32, then press Enter.
1 Click
RTH EXPLORING:
and drag to select the cells from Nancy all the way down to
There's another way of working with data. You can query an external source, and you can split the da
Yvonne.
o cell A49 for the next instruction.
2 On the Data tab, click Text to Columns. Make sure that
Delimited is selected, and then click Next.

3 Under Delimiters, make sure that Comma is the only checkbox


selected, and then click Next.

4 Click the General option.


Click the General option.

5 Finally, click inside the Destination box and type $D$32. Then
click Finish.

t a column with formulas


Split a column with formulas
might want to write a formula to split data. This way, if the original data gets updated, then the split data will get updated as well. This is
left function extracts a specified number of characters from the left side of cell C56.
o cell E56: Yvonne. We used the LEFT function to extract characters from the left side of cell C56. And to specify the number of character
Find function is used to determine the number of characters to extract. Here's how the Find function works: Find the character position n
You might want to write a formula to split data. This way, if the original data
gets updated, then the split data will get updated as well. This is more
result is Yvonne.
advanced. But it is possible when using a handful of functions: LEFT, RIGHT,
n we created
FIND,aand[Helper column].
LEN. For moreThis was just to “help”
information onextract
each the other text
of these in the [Link]
functions, It’s meant
the to be tempora
ct cell F56:
linksFrancis
at the McKay
bottomin theof[Helper column].
this sheet. You’ll
But see thatcurious,
if you’re we used the RIGHT,
here’s LEN,we
how andsplit
FIND functions to extra
e's howcellthis C56.
formula "=RIGHT(C56,LEN(C56)-FIND("
Make sure to follow along with ",C56))"
theworks:
diagram on the right as you go
through
Right function thesea steps:
extracts specified number of characters from the right side of cell C56. HOW IT WORKS:
his case, the LEN function is used to determine the number of characters to extract. Here's how the LEN function works: Count the number
Extract
result
ct cell G56:
1
is Francis
Double-click the yellow cell with Yvonne. We used the LEFT
McKay.
Francis. Here we characters
function toused almost
extract the same formula
characters from theas inleft
cell A51,
sidebut
of instead of extracting
cell C56. And to characters from cell C56, it extracts the
from the
specify the number of characters to extract, we used the FIND left side
ct cell H56: McKay. This is the
function. same
Read formula
the Howasitinworks
step A57,diagram,
but it extracts
andcharacters
then pressfromESC F56 instead of cell C56.
of...
o cell A79 to go when
to the next
you're instruction.
done.
2 Then we created a [Helper column]. This was just to “help”
extract the other text in the cell. It’s meant to be temporary and
something one could always hide later. =LEFT(C56,FIN
3 Double-click Francis McKay in the [Helper column]. You’ll see
that we used the RIGHT, LEN, and FIND functions to extract
characters from the first space, up until the end of the cell.

4 Double-click Francis. Here we used almost the same formula as


in step 1, but instead of extracting characters from C56, it
extracts them from F56.
5 Double-click McKay. This is the same formula as in step 3, but it
extracts characters from F56 instead of cell C56.

e information on the web


More information on the web
t text into different columns
bout Get & Transform
bout the LEFT function
bout the RIGHTSplit
function
text into different
bout the FIND function
columns
bout the LEN function
All about
back to top by pressing Get & Transform
CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.
All about the LEFT function

All about the RIGHT function

All about the FIND function

All about the LEN function

Back to top Next step


ll C5: Nancy.

Email First name Last name


[Link]@[Link] Smith
[Link]@[Link]
[Link]@[Link]
[Link]@[Link]
[Link]@[Link]

GOOD TO
KNOW
CTRL+E is the shortcut
for Flash Fill.

he best tool for the job. Try Text to Columns in this situation:

Tools section. Convert Text to Columns Wizard - Step 1 of 3 appears. Make sure that Delimited radio button is selected, then press Enter.
Data First name Last name Company name
Nancy,Smith,Contoso Ltd.
Andy,North,Fabrikam Inc.
Jan,Kotas,Relecloud
Mariya,Jones,Contoso Ltd.
Steven,Thorpe,Relecloud
Michael,Neipper,Fabrikam Inc.
Robert,Zare,Relecloud
Yvonne,McKay,Contoso Ltd.

WORTH EXPLORING
There's another way of working with data. You can
query an external source, and you can split the data
that comes from the source. You do that once, and
the data is refreshable and easy to work with from
that moment on. Curious? Click the Data tab, and
then explore the options in the Get & Transform area.
Or see the link at the bottom of this sheet.
WORTH EXPLORING
There's another way of working with data. You can
query an external source, and you can split the data
that comes from the source. You do that once, and
the data is refreshable and easy to work with from
that moment on. Curious? Click the Data tab, and
then explore the options in the Get & Transform area.
Or see the link at the bottom of this sheet.

ata will get updated as well. This is more advanced. But it is possible when using a handful of functions: LEFT, RIGHT, FIND, and LEN. For m
to specify the number of characters to extract, we used the FIND function. Here's how the formula "=LEFT(C56,FIND(" ",C56)-1)" works:
works: Find the character position number of the first space in cell C56. Then subtract 1 to exclude the space itself.

Name inside one cell First name [Helper column] Middle name
Yvonne Francis McKay Yvonne Francis McKay Francis

HOW IT WORKS: HOW IT WORKS:


function works: Count…this
Extract the number of characters
...and extract thisinmany
cell C56 and subtract the number of characters
Extract …this from...and
the Find function,
extract whichcharacter
this many finds the
characters cell... characters. To specify
racters from cell C56, it extracts them from cell F56. the characters cell... of characters, use the LEN functio
from the number of characters, use the from the
left side FIND function... right side
of cell C56.
of... of...

=LEFT(C56,FIND(" ",C56)-1) =RIGHT(C56,LEN(C56)-FIND(" ",

...and find the ... the ...in ...then ...and get the count ...this ...and
character first this subtract 1 of characters cell... subtract
position space... cell. to exclude (character length) this
number of... the space of... number:
itself.
on is selected, then press Enter. Use the Tab key to navigate the dialogue.
FT, RIGHT, FIND, and LEN. For more information on each these functions, see the links at the bottom of this sheet under More information
(C56,FIND(" ",C56)-1)" works:

Last name
McKay

he Find
.and function,
extract whichcharacters.
this many finds the character
To specifyposition number of the first space in cell C56 and returns the number of characters up until the
the number
f characters, use the LEN function...

C56)-FIND(" ",C56))

...and Find the ...the ...in


subtract character first this
this position space. cell.
number: number ..
of...
et under More information on the web starting in cell A80. But if you’re curious, here’s how we split cell C56.

er of characters up until the space.


Switch data around by transposing it
Switch data around by transposing it
When you need to rotate columns and rows, you transpose them in Excel.
Cells C5 toWhen
H6 contain
you two
needrows
to of Items and
rotate Amounts.
columns andSelect
rows,cells
youC5 to H6.
transpose them in Excel.
Now you'll copy the cells. Press CTRL+C.
1
Select cell C9.
Press ALT+H to enter the Home tab above the ribbon, then press V to select Paste options. Arrow down or press S to sel
Press
EXPERTTab until
TIP: Theyou find Transpose.
shortcut Press
key for Paste the Space
Special Bar to select Transpose, then press Enter.
is CTRL+ALT+V.
2
Dive down for m
3

This is kind of5


tricky, so pay
close
attention. With
those cells still
selected, type
the following:
=TRANSPOSE(C Dive down for more detail
33:H34) but
don’t press
Enter. Instead
press
CTRL+SHIFT+E
NTER. If you
get an error or
#VALUE! as a
Transpose
result, try with a formula
again starting
Sometimes
Transpose with a formula
at instruction
To transpose
you don't want to copy and paste to transpose. In this case, you can use a formula to transpose rows and columns
in cell A29. this data, you need to select some blank cells first. Since the data in cells C33 to H34 on the right has six columns

Select any Sometimes youcells,


of thetransposed
transposed don't want
forcells
exampleto copy and paste to transpose. In this case, you
Select another cell from C40 tocell C41.
D45, forLook at thecell
example formula at theattop
D43. Look theof Excel.
formula You’ll see that
bar again. The the formula
formula loos
is the
can use a formula to transpose rows and columns. Here's how to do that:
Go to cell A54 for the next instruction.
1

3
4

What's
KEEP INan array formula?
MIND…
There
An array formulathings
are three to keepcalculations
in mind when onusing
morean array
oneformula:
You always
2) When
What's an array formula?
you're
can perform
finishdone
an array formula
typing with
an array
than
CTRL+SHIFT+ENTER,
formula,
cell in an array. In the example above, the array is the original da
1) Always select multiple cells first, and then with those cells selected, start typing the array formula. That's the key: Select mu
not just
press CTRL+SHIFT ENTER. Pressing CTRL+SHIFT+ENTER calculates the functi
+ENTER.
3) Once you enter an array formula, you cannot interrupt that new
EXCEL SPEAK: Because array formulas require CTRL+SHIFT+ENTER, some peoplearray. For example, youcall
informally cannot
arraytype over or"CSE
formulas, delete just on
formulas."
An array formula can perform calculations on more than one cell in an
array.
Go to cell A72 In the
for the nextexample
[Link], the array is the original data set in cells
C33:H34. The TRANSPOSE function then switches the horizontal orientation
of the cells to a vertical orientation.

You always finish an array formula with CTRL+SHIFT+ENTER, not just


ENTER. Pressing CTRL+SHIFT+ENTER calculates the function against the
array. When you're done, Excel puts special brackets { } around the
formula. These brackets are a visual clue that the selected cell is part of an
array formula. You can't type these brackets yourself. Excel puts them in
when you press CTRL+SHIFT+ENTER.

More information on the web


More information on the web
Transpose (rotate) data from rows to columns or vice versa
All about the TRANSPOSE function
Create an array formula
Go back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.

Back to top
Switch data around by transposing it
ch data around by transposing it
en you need to rotate columns and rows, you transpose them in Excel.
s C5 toWhen
H6 contain
you two
need rows
to of Items and
rotate Amounts.
columns andSelect
rows,cells
youC5 to H6.
transpose them in Excel.
w you'll copy the cells. Press CTRL+C.
1 Click and drag to select the two rows of cells from Item, to 20. Item
ss ALT+H to enter the Home tab above the ribbon, then press V to select Paste options. Arrow down or press S to selAmount
ss
ERTTab until
TIP: Theyou find Transpose.
shortcut key forcopyPress
Paste the Space
Special Bar to select Transpose, then press Enter.
is CTRL+ALT+V.
2 Now you'll the cells. Press
Ctrl C

to proceed to the next step


3 Click the yellow cell.

4 On the Home tab, click the arrow under the Paste button.

5 Click Paste Special, and then at the bottom, click the checkbox
for Transpose. Click OK.

Dive down for more detail Next step

nspose with a formula

Transpose with a formula


metimes you don't want to copy and paste to transpose. In this case, you can use a formula to transpose rows and columns. Here's how to
ranspose this data, you need to select some blank cells first. Since the data in cells C33 to H34 on the right has six columns and two rows,

ct any Sometimes youcells,


of thetransposed
transposed don't want
forcells
exampleto copy and paste to transpose. In this case, you
ct another cell from C40 tocell C41.
D45, forLook at thecell
example formula at theattop
D43. Look theof Excel.
formula You’ll see that
bar again. The the formula
formula looks
is the samelikeasthis: {=TR
in cell C
can use a formula to transpose rows and columns. Here's how to do that:
o cell A54 for the next instruction. Item
Amount
1 To transpose this data, you need to select some blank cells first.
Since the data on the right has 6 columns and 2 rows, you need to
select the opposite: 2 columns and 6 rows. Do this by selecting
the yellow cells. So select these 2 columns...
2 This is kind of tricky, so pay close attention. With those cells still
selected, type the following: =TRANSPOSE(C33:H34) ….but
don’t press Enter.
Ente
3 Press C t r l Shift
r

If you get #VALUE! as a result, try again starting at step 1.


Press

If you get #VALUE! as a result, try again starting at step 1.

4 Click any of the yellow cells to select just one. Look at the formula
at the top of Excel. You’ll see that the formula looks like this:

{=TRANSPOSE(C33:H34)}

5 Click another yellow cell. Look at the formula bar again. The
formula is the same. Why? Because this is an array formula.
KEEP IN M
There are three
formula:

1) Always selec
at's
P INan array formula?
MIND… selected, start t
re are three things to keep in mind when using an array formula: multiple cellsC3
fi

When
What's an array formula?
array formula can perform calculations on more than one cell in an array. In the example above, the array is the original data
finishdone
you're an array formula
typing with
an array CTRL+SHIFT+ENTER,
formula, not just
press CTRL+SHIFT ENTER. Pressing CTRL+SHIFT+ENTER calculates the function
+ENTER.
set is cells
lways select multiple cells first, and then with those cells selected, start typing the array formula. That's the key: Select multiple cells first,
always 2) against the a
When you're
nce you enter an array formula, you cannot interrupt that new array. For example, you cannot type over or delete
EL SPEAK: Because array formulas require CTRL+SHIFT+ENTER, some people informally call array formulas, "CSE formulas." just oneCTRL+SHIFT
of the cells. +EN
Yo
An array formula can perform calculations on more than one cell in an 3) Once you en
array.
o cell A72 In the
for the nextexample
[Link], the array is the original data set in cells array. For exam
C33:H34. The TRANSPOSE function then switches the horizontal orientation cells. You also c
of the cells to a vertical orientation. array. If you ne
the array formu
You always finish an array formula with CTRL+SHIFT+ENTER, not just recreate the for
ENTER. Pressing CTRL+SHIFT+ENTER calculates the function against the
array. When you're done, Excel puts special brackets { } around the
formula. These brackets are a visual clue that the selected cell is part of an
array formula. You can't type these brackets yourself. Excel puts them in
when you press CTRL+SHIFT+ENTER.
EXCEL SPE
Because array fo
people informal

e information on the web


More information on the web
nspose (rotate) data from rows to columns or vice versa
bout the TRANSPOSE function
ate an array formula
back to top by pressing CTRL+HOME.
Transpose (rotate)Todata
proceed
fromto the
rowsnext
tostep, press CTRL+PAGE
columns or DOWN.
vice versa

All about the TRANSPOSE


function

Create an array
formula

Back to top Next step


Bread Donuts Cookies Cakes Pies
50 100 40 50 20

EXPERT TIP
The shortcut key for
Paste Special is
CTRL+ALT+V.

columns. Here's how to do that:


columns and two rows, you need to select the opposite: two columns and six rows. Do this by selecting cells C40 to D45.
This data has 6 columns...
mula looks
a is the samelikeasthis: {=TRANSPOSE(C33:H34)}
in cell C41. Why? Because this is an array formula.

Bread Donuts Cookies Cakes Pies ...and 2 rows.


50 100 40 50 20

elect these 2 columns...

...and these 6 rows


before you type the
formula.
...and these 6 rows
before you type the
formula.

KEEP IN MIND…
There are three things to keep in mind when using an array
formula:

1) Always select multiple cells first, and then with those cells
selected, start typing the array formula. That's the key: Select
multiple
iginal data cellsC33:H34.
set is cells first, thenThe
start typing. function then switches the horizontal orientation of the cells to a vertical orientation.
TRANSPOSE
elect multiple cells first, then start typing.
e function
2) against the array.
When you're doneWhen
typingyou're done,
an array Excel puts
formula, pressspecial brackets { } around the formula. These brackets are a visual clue that th
just oneCTRL+SHIFT
of the cells.+ENTER.
You also cannot insert a new row or column within that array. If you need to any of that, select all of the cells that h
3) Once you enter an array formula, you cannot interrupt that new
array. For example, you cannot type over or delete just one of the
cells. You also cannot insert a new row or column within that
array. If you need to any of that, select all of the cells that have
the array formula, press Delete, and then make your changes and
recreate the formula.

EXCEL SPEAK
Because array formulas require CTRL+SHIFT+ENTER, some
people informally call array formulas, "CSE formulas."
o a vertical orientation.
ckets are a visual clue that the selected cell is part of an array formula. You can't type these brackets yourself. Excel puts them in when you
t, select all of the cells that have the array formula, press Delete, and then make your changes and recreate the formula.
Excel puts them in when you press CTRL+SHIFT+ENTER.
Sort and filter with ease
Sort and filter with ease
Cells C5 to G13 contain five columns: Departments, Categories, and Amounts for the months Oct, Nov, Dec.
Let's say you want the departments in alphabetical order. Select the Department column, go to cell C5. Press CTRL+G, type C5
1 amounts from big to small. Select the December column cell, go to G5, then select cells G5 through G13. Pres
Sort December's
Now you'll filter the data so that only the Bakery rows appear. Go to cell G5, Dec. Press CTRL+A to select all of the cell
Filter buttons appear on the top row from cell C5 to G5. Go to the Department cell, C5, and press ALT+DOWN ARROW t
EXTRA CREDIT: 2 Try sorting alphabetically by two columns. Here's how: First sort Department alphabetically (refer to ste
Dive down for more detail: Go to A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.
3

Dive down for more detail

Sort by date, or by color even

Sort by date, or by color even


There are many ways to sort in Excel. Here are just two more ways to sort:
Cells C31 through F31 contain data with four columns: Expense date, Employee, Food, and Hotel.
You want the Expense dates in order. So, select Expense date header, cell C31, then press ALT+DOWN ARROW and use the arr
There
Someone filled arecells
three manywithways toYou
yellow. sortcan
in Excel. Here by
are just twoGomore ways to sort, but
IMPORTANT DETAIL: You can't clear a sort ordersort
likethe
yourows that
can a filter. color.
So to cell
if you don't F31,your
want then press
sort toALT+DOWN
stick, undo itARROW
by pressing
this time you'll use the right-click menu:
Go to cell A43 for the next instruction.
1

2
More ways to filter data
More ways to filter data
Cells C49 through F49 contain data with four columns: Expense date, Employee, Food, and Hotel.
Go to cell F49: Hotel. Press ALT+DOWN ARROW, then use the arrow keys to find Number Filters option. Press RIGHT ARROW t
Now add a second filter. Go to cell E49: Food. Press ALT+DOWN ARROW, then use the arrow keys to find the Number Filters o
Many
Go to cell A60 for people
the next type formulas to find amounts that are above average, or greater
instruction.
than a certain amount. But there's no need to type formulas when special
filters are available.
1

More information on the web


More information on the web
Sort data in a range or table
Filter data in a range or table
Go back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.

Back to top
Sort and filter with ease
and filter with ease
s C5 to G13 contain five columns: Departments, Categories, and Amounts for the months Oct, Nov, Dec.
s say you want the departments in alphabetical order. Select the Department column, go to cell C5. Press CTRL+G, type C5, then press Ente
December's1 amounts
Let's say you
from bigwant theSelect
to small. departments in alphabetical
the December order.
column cell, go to G5,Click in thecells G5 through G13. Press ALT+H to ente
then select
Department column, and then click Home > Sort & Filter > Sort A
w you'll filter the data so that only the Bakery rows appear. Go to cell G5, Dec. Press CTRL+A to select all of the cell
to Z.
r buttons appear on the top row from cell C5 to G5. Go to the Department cell, C5, and press ALT+DOWN ARROW t
RA CREDIT: 2 TrySort December's amounts from largest to smallest. Click any cell in
sorting
the Decalphabetically
column, and by then
two columns. Here's>
click Home how:
SortFirst
&sort Department
Filter > Sort alphabetically (refer to ste
e down for more detail: Go to A27.
Largest to Smallest. Or, to proceed to the next step, press CTRL+PAGE DOWN.
3 Now you'll filter the data so that only the Bakery rows appear. Press
CTRL+A to select all of the cells, and then click Home > Sort &
Filter > Filter.
4 Filter buttons appear on the top row. On the Department cell, click
the filter button and then click to clear the Select All checkbox.
Then, click to select Bakery.

5 Click OK and only the Bakery rows appear. Now clear the filter by
clicking the filter button for Department and then click Clear
filter...

Dive down for more detail Next step

by date, or by color even

Sort by date, or by color even


re are many ways to sort in Excel. Here are just two more ways to sort:
s C31 through F31 contain data with four columns: Expense date, Employee, Food, and Hotel.
want the Expense dates in order. So, select Expense date header, cell C31, then press ALT+DOWN ARROW and use the arrow keys to find
meone There
filled arecells
three many withways toYou
yellow. sortcan
in Excel. Here by
are just twoGomore ways to sort, but
ORTANT DETAIL: You can't clear a sort ordersort
likethe
yourows that
can a filter. color.
So to cell
if you don't F31,your
want then press
sort toALT+DOWN
stick, undo itARROW
by pressing CTRL+Z.
this time you'll use the right-click menu:
o cell A43 for the next instruction.
1 You want the dates in order. So, right-click a date and then click
Sort > Sort Oldest to Newest. The rows get sorted in ascending
date order by the Expense date.

2 Someone filled three cells with yellow. You can sort the rows by that
color. Right-click a yellow cell, and then click Sort > Put Selected
Cell Color
on Top.
e ways to filter data
More ways to filter data
s C49 through F49 contain data with four columns: Expense date, Employee, Food, and Hotel.
o cell F49: Hotel. Press ALT+DOWN ARROW, then use the arrow keys to find Number Filters option. Press RIGHT ARROW to enter Number
w add a second filter. Go to cell E49: Food. Press ALT+DOWN ARROW, then use the arrow keys to find the Number Filters option. Press RIG
Many
o cell A60 for people
the next type formulas to find amounts that are above average, or greater
instruction.
than a certain amount. But there's no need to type formulas when special
filters are available.
1 On the Hotel cell, click the filter button and then click
Number Filters > Above Average. Excel calculates the average
amount of the Hotel column, and then shows only rows with amounts
greater than that average.

2 Now add a second filter. On the Food cell, click the filter button
and then click Number Filters > Greater than..., and then type
25. Click OK.
Of the three rows that were filtered for above average, Excel shows
two rows with Food amounts greater than 25.

e information on the web


More information on the web
data in a range or table
er data in a range or table
back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.
Sort data in a range or
table

Filter data in a range or


table

Back to top Next step


ss CTRL+G, type C5, then press Enter. Now press ALT+H to enter the Home tab above the ribbon, then press S to enter the Sort & Filter op
5 through G13. Press ALT+H to enter the Home tab above the ribbon, then press S for Sort & Filter options. Notice the options changed fro
Department Category Oct Nov Dec
Meat Beef $90,000 $110,000 $120,000
Bakery Desserts $25,000 $80,000 $120,000
Produce Fruit $10,000 $30,000 $40,000
Produce Veggies $30,000 $80,000 $30,000
Deli Salads $90,000 $35,000 $25,000
Meat Chicken $75,000 $82,000 $2,000,000
Bakery Breads $30,000 $15,000 $20,000
Deli Sandwiches $80,000 $40,000 $20,000

EXTRA CREDIT
When you're done with step 5, try sorting alphabetically by
two columns. Here's how: First sort Department
alphabetically (that's step 1 on the left). Then click Home >
Sort & Filter > Custom Sort. Add a second level for Category.
After you click OK, Department will be sorted, and within
each department, Category rows will be sorted in
alphabetical order as well.

OW and use the arrow keys to find Sort Oldest to Newest. Press Enter. The rows get sorted in ascending date order by the Expense date.
Expense date Employee Food Hotel IMPORTANT DETAIL
You can't clear a sort order like
10/8/2025 Jackie $21 $3,820 you can a filter. So if you don't
10/7/2025 Mark $62 $2,112 want your sort to stick, undo it
10/4/2025 Dave $25 $1,611 by pressing CTRL+Z.
10/10/2025 Tricia $30 $3,085
10/6/2025 Jeff $69 $528
10/5/2025 Laura $45 $5,050
ss RIGHT ARROW to enter Number Filters list and use the arrow keys to find the Above Average option, then press Enter. Excel calculates
he Number Filters option. Press RIGHT ARROW to enter the Number Filters list. Use the arrow keys to find the Greater than... option, then

Expense date Employee Food Hotel


10/8/2025 Jackie $21 $3,820
10/7/2025 Mark $62 $2,112
10/10/2025 Tricia $30 $3,085
10/4/2025 Dave $25 $1,611
10/5/2025 Laura $45 $5,050
10/6/2025 Jeff $69 $528
nter the Sort & Filter options. Use the arrow keys to find the option to Sort A to Z, or press S, then press Enter.
the options changed from Sort A to Z to Sort Largest to Smallest and so forth. Use the arrow keys to find the option to Sort Largest to Sma

r by the Expense date.


s Enter. Excel calculates the average amount of the Hotel column, and then shows only rows with amounts greater than that average.
ater than... option, then type 25 and press Enter. Of the three rows that were filtered for above average, Excel shows two rows with Food
option to Sort Largest to Smallest, then press Enter.
eater than that average.
shows two rows with Food amounts greater than 25
table between
cells C5 and
I14. The Table
Tools Design
tab will appear
at the top of
Excel. Press
ALT+JT to
enter the
Design Tables make things a lot easier
tab things a lot easier
Tables make
above the
A table gives
ribbon, then you special features and conveniences. Here’s how to create one:
Cells C5
press S tothrough
A table G13 contain
gives youdata. Go to features
special any cell within
andthat region, for example,
conveniences. Here’scellhow
D8. Press CTRL+G, type D8, then press En
to create
enter Table
Press ALT+N one:to enter the Insert tab above the ribbon, then press T and press Enter. Or, press shortcut key combination CTRL+T
Styles. Use
Now
arrowyoukeyshave1 a table, which is a collection of cells that has special features. For starters: A table gives you banded row
to
You can also
navigate the create new rows easily. Go to the empty cell under cell C13: Meat. Type some text, then press Enter. A ne
options and
You can also create columns easily: Go to any cell between H5 and H14, for example H10. Type some text, then press
select a table2
Notice
style youhow the two columns are created, formatted, and the text Jan and Feb are filled in cells H5 and I5 for you.
like.

Dive down for more detail: Go to A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.
3

Dive down for more detail

Calculated columns in tables

Calculated columns in tables


One example of a convenience that tables give you: calculated columns. You type a formula once, and it gets automatically fill
Cells C33 through H41 contain data with six columns: Department, Category, Oct, Nov, Dec, and Total.
Go to cell H34: Total.
One
Press ALT+=, thenexample of a convenience that tables give you: calculated columns.
press Enter.
You type a formula
The SUM formula gets automatically once,
filled and
downitfor
gets
you automatically
so that you don’tfilled down
have to for you.
do it yourself.
Here’s how it works:
Go to cell A47 for the next instruction.
1

4
4

Total rows in tables


Total rows in tables
Another convenience in tables are total rows. Instead of typing a SUM formula, Excel can make that total for you with a flip of
Cells C54 through E61 contain data with three columns: Department, Category, and Sales.
Go to any cell within the range above, for example cell D57.
Another
At the top of convenience
the Excel in tables
window, the Table Toolsare total
Design tab rows. Instead
will appear. Pressof typing
ALT+JT a SUM
to enter the Design tab above the ribbon,
formula, Excel can make that total for you with a flip of a switch. And the same
A new rowgoes
is added at the bottom of the table in cells C62 through E62.
for the AVERAGE formula, and many others. Here’s how it works:
The total of $24,000 is added to the total row, in cell E62 .
But what if you wanted to know the average? Select cell E62: $24,000.
1
Press
GOODALT+DOWN ARROW,a then
TO KNOW: There's use the
shortcut arrow keys
for showing andtohiding
find the
theAverage option
total row. and
Select pressthe
inside Enter. The
table, average
then press amount of
CTRL+SHIFT+T.

Go to cell A722for the next instruction.

More information on the web


More information on the web
Overview of Excel tables
Total the data in an Excel table
Use calculated columns in an Excel table
Go back to top

Back to top
Back to top
Tables make things a lot easier
es make things a lot easier
ble gives you special features and conveniences. Here’s how to create one:
s C5 through
A tableG13 contain
gives youdata. Go to features
special any cell within
andthat region, for example,
conveniences. cellhow
Here’s D8. Press CTRL+G, type D8, then press Enter.
to create
ss ALT+N to
one: enter the Insert tab above the ribbon, then press T and press Enter. Or, press shortcut key combination CTRL+T, then Enter.
w you have1 a table,
Clickwhich is a collection
inside the dataoftocells
thethat has special
right, and thenfeatures.
clickFor starters:
Insert > ATable
table gives
> you banded row
OK.
can also create new rows easily. Go to the empty cell under cell C13: Meat. Type some text, then press Enter. A ne
can also create columns easily: Go to any cell between H5 and H14, for example H10. Type some text, then press
2 twoNow
ce how the
you have a table, which is a collection of cells that has
columns are created, formatted, and the text Jan and Feb are filled in cells H5 and I5 for you.
special features. For starters: A table gives you banded rows for
easier reading.
e down for more detail:
canGo to A27. Or, tonew
proceed
rowstoeasily.
the nextInstep,
thepress CTRL+PAGE DOWN.
3 You also create empty cell under
Meat, type some text and then press Enter. A new row for the
table appears.
4 You can also create columns easily: In the lower-right corner of the
table, click the resize handle and drag it to the right 2 columns.

5 Notice how the two columns are created, formatted, and the text
Jan and Feb are filled for you.

Dive down for more detail Next step

ulated columns in tables

Calculated columns in tables


example of a convenience that tables give you: calculated columns. You type a formula once, and it gets automatically filled down for you
s C33 through H41 contain data with six columns: Department, Category, Oct, Nov, Dec, and Total.
o cell H34: Total.
One
ss ALT+=, thenexample of a convenience that tables give you: calculated columns.
press Enter.
You type a formula
SUM formula gets automatically once,
filled and
downitfor
gets
you automatically
so that you don’tfilled down
have to for you.
do it yourself.
Here’s how it works:
o cell A47 for the next instruction.
1 Select the cell under Total.

2 Press Alt =

Ente
3 Press r

4 The SUM formula gets filled down for you so that you don’t have
to do it yourself.
4 The SUM formula gets filled down for you so that you don’t have
to do it yourself.

al rows in tables
Total rows in tables
ther convenience in tables are total rows. Instead of typing a SUM formula, Excel can make that total for you with a flip of a switch. And th
s C54 through E61 contain data with three columns: Department, Category, and Sales.
o any cell within the range above, for example cell D57.
Another
he top of convenience
the Excel in tables
window, the Table Toolsare total
Design tab rows. Instead
will appear. Pressof typing
ALT+JT a SUM
to enter the Design tab above the ribbon, then press T to
formula, Excel can make that total for you with a flip of a switch. And the same
ew rowgoes
is added at the bottom of the table in cells C62 through E62.
for the AVERAGE formula, and many others. Here’s how it works:
total of $24,000 is added to the total row, in cell E62 .
what if you wanted to know the average? Select cell on
E62:the
$24,000.
1 Select any cell within the table right.
ss ALT+DOWN ARROW, then use the arrow keys to find the Average
OD TO KNOW: There's a shortcut for showing and hiding the total row. option and
Select pressthe
inside Enter. The
table, average
then press amount of
CTRL+SHIFT+T.

o cell A722for the


Atnext
the instruction.
top of the Excel window, the Table Tools Design tab will
appear.

3 On that tab, click Total Row.

4 The total of $24,000 is added to the bottom of the table.

5 But what if you wanted to know the average? Click the cell with
$24,000.

6 Click the down arrow and then click Average. The average
amount of $3,000 appears.

e information on the web


More information on the web
rview of Excel tables
al the data in an Excel table
calculated columns in an Excel table
press CTRL+PAGE DOWN.
Overview of Excel
tables

Total the data in an Excel


table

Use calculated columns in an Excel


table

Back to top Next step


Back to top Next step
pe D8, then press Enter.
ombination CTRL+T, then Enter.
Department Category Oct Nov Dec
Produce Veggies 30000 80000 30000
Produce Fruit 10000 30000 40000
Bakery Breads 30000 15000 20000
Bakery Desserts 25000 80000 120000
Deli Sandwich 80000 40000 20000
Deli Salads 90000 35000 25000
Meat Beef 90000 110000 200000
Meat Chicken 75000 82000 150000

EXTRA CREDIT
Try changing the table style. First
click inside the table, and the Table
Tools Design tab will appear at the
top of Excel. Click that tab, and then
pick a style you like.

ts automatically filled down for you. Here’s how it works:

Department Category Oct Nov Dec Total


Produce Veggies $30,000 $80,000 $30,000
Produce Fruit $10,000 $30,000 $40,000
Bakery Breads $30,000 $15,000 $20,000
Bakery Desserts $25,000 $80,000 $120,000
Deli Sandwiches $80,000 $40,000 $20,000
Deli Salads $90,000 $35,000 $25,000
Meat Beef $90,000 $110,000 $200,000
Meat Chicken $75,000 $82,000 $150,000

EXPERIMENT
After putting in the calculated column, try typing over one of the
cells in the column. What happens? If you see a green triangle,
click it and then click the exclamation mark. You'll see that
Excel's watchin' out for ya...
EXPERIMENT
After putting in the calculated column, try typing over one of the
cells in the column. What happens? If you see a green triangle,
click it and then click the exclamation mark. You'll see that
Excel's watchin' out for ya...

or you with a flip of a switch. And the same goes for the AVERAGE formula, and many others. Here’s how it works:

b above the ribbon, then press T to select Total Row from within the Table Styles Options.

Department Category Sales


Produce Veggies $1,000
Produce Fruit $2,000
Bakery Breads $3,000
Bakery Desserts $1,000
Deli Sandwiches $2,000
Deli Salads $3,000 GOOD TO KNOW
There's a shortcut for showing
Meat Beef $4,000 and hiding the total row. Click
Meat Chicken $8,000 inside the table, and then press
CTRL+SHIFT+T.

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