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Lesson 20
Creating Formulas and
Charting Data
Computer Literacy
BASICS: A
Comprehensive Guide
to IC3, 4th Edition

1

Morrison / Wells
Objectives


Lesson 20



2



Understand and create formulas in a
worksheet.
Understand and use relative and absolute
cell references.
Understand and use function formulas to
calculate sums, the number of occurrences,
averages, and the smallest and largest
numbers in a range.

.
Morrison / Wells

CLB: A Comp Guide to IC3 4E
Objectives (continued)


Lesson 20







3

Use formulas with cell references to connect a
worksheet to other worksheets.
Identify and correct formula errors.
Create a chart from worksheet data, and
interpret data from worksheets and charts.
Edit chart data, and change chart formats and
options.
Use sparklines to create a visual representation
of worksheet data.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Vocabulary


Lesson 20









4

absolute cell
reference
argument
chart
complex formulas
embedded chart
formula

Morrison / Wells










function formula
mathematical
functions
mixed cell reference
operand
operator
order of evaluation
CLB: A Comp Guide to IC3 4E
Vocabulary (continued)


Lesson 20



5



relative cell
references
sparkline
statistical functions

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Working with Formulas


Lesson 20



6





The equation used to calculate values in a
cell is known as a formula.
The operand is a number or cell reference.
The operator is a symbol that indicates the
mathematical operation to perform with the
operands.
Formulas containing more than one operator
are called complex formulas.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Working with Formulas (continued)
The sequence used to calculate the value of
a formula is called the order of evaluation.

Lesson 20



7

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Working with Formulas (continued)


Lesson 20



8

Creating and
Editing a Formula
There are two ways
to enter a cell
reference into a
formula: you can
enter the cell
reference, or you
can click the cell.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Working with Formulas (continued)


Lesson 20



9




Using Relative and Absolute Cell References
Relative cell reference means when the formula is
copied to another cell, the cell references will be
adjusted relative to the formula’s new location.
An absolute cell reference does not change when
the formula is copied or moved.
A cell reference that contains both relative and
absolute references is called a mixed cell
reference.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Using Function Formulas

Lesson 20



10





A function formula is a special formula that
names a function instead of using operators
to calculate a result.
Mathematical functions perform calculations
that you could perform using a scientific
calculator.
Statistical functions are functions that
describe large quantities of data.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Using Function Formulas
(continued)



Lesson 20



11

Using the SUM Function
The AutoSum feature enables you to quickly identify
a range and enter a formula.
The argument is a value, a cell reference, a range,
or text that acts as an operand in a function formula,
and it is enclosed in parentheses after the function
name.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Using Function Formulas
(continued)



Lesson 20








12

Using the COUNT Function
COUNT is a statistical function that determines the number
of cells in the argument range that contain numerical values.
Using the AVERAGE, MIN, and MAX Functions
AVERAGE is a statistical function that calculates the
average of the range identified in the argument.
The MIN function shows the smallest number contained in
the range identified in the argument.
The MAX function shows the largest number contained in
the range identified in the argument.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Creating Formulas that Reference
Cells in Multiple Worksheets

Lesson 20



13



The 3D reference enables you to access
data from three different dimensions in the
workbook: length, width, and depth.
These 3D references are often used in
summary worksheets to condense and total
data from other worksheets.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Troubleshooting Common Formula
Errors
When Excel cannot properly perform a
calculation, an error value appears in the cell
where you entered the formula.

Lesson 20



14

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Using Graphics to Represent Data

Lesson 20



15

To draw
conclusions from
the worksheet data,
you can translate
the data to a chart,
which is a graphic
representation of
your worksheet
data.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Using Graphics to Represent Data
(continued)


Lesson 20



Creating a Chart
When creating a chart, you define specific
data to be included in the analysis.

16

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Using Graphics to Represent Data
(continued)


Lesson 20



17



Changing Chart Formats
When you click the part of the chart you want
to change, the object boundaries will appear,
and then you can change the formats.
An embedded chart is a chart created on the
same sheet as the data used in the chart.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Using Graphics to Represent Data
(continued)



Lesson 20



18

Using Sparklines to Represent Data
A sparkline is a tiny chart embedded in a cell.
It provides a snapshot of data in a row or column,
such as a trend or an increase or decrease in
values.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Lesson 20

Summary

19

In this lesson, you learned:
 One of the primary uses for Excel
spreadsheets is to perform calculations. All
formulas begin with the equal sign ( = ).
 If you do not want the cell reference to
change when the formula is moved or copied
to a new location, the cell reference must be
formatted as an absolute cell reference.
Morrison / Wells

CLB: A Comp Guide to IC3 4E
Summary (continued)

Lesson 20



20



Functions are special formulas that do not require
operators. Excel provides more than 300 built-in
functions to help you perform mathematical,
statistical, and other functions.
The AutoSum feature enables you to quickly identify
a range of cells and enter a formula. For a range of
cells specified in the argument, the AVERAGE
function finds the average, the SUM function totals
the values, and the COUNT function shows the
number of cells with numerical values.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Summary (continued)


Lesson 20



21



You can use the MIN and MAX functions to find the
smallest or largest number in a range.
Formulas can reference cells in multiple
worksheets, and 3D references are often used to
condense and total data from other worksheets.
If Excel cannot perform a calculation, an error value
and an Error Checking button will appear to alert
you and help you fix the error. Then, you can edit
the formula directly in the cell or in the formula bar.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Summary (continued)

Lesson 20



22

A chart shows the worksheet data visually
and often helps the audience understand and
interpret the information more clearly. To
draw logical conclusions from the data and
make a correct assessment, you must
ensure that the data is accurate and that you
know what the values represent.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Summary (continued)

Lesson 20



23



When the worksheet data is changed, the
chart is automatically updated to reflect those
changes. Chart types, formats, and options
can be changed at any time, even after the
chart has been created.
Instead of using charts, you can use
sparklines to provide a visual representation
of the data.

Morrison / Wells

CLB: A Comp Guide to IC3 4E

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Lesson 20

  • 1. Lesson 20 Creating Formulas and Charting Data Computer Literacy BASICS: A Comprehensive Guide to IC3, 4th Edition 1 Morrison / Wells
  • 2. Objectives  Lesson 20  2  Understand and create formulas in a worksheet. Understand and use relative and absolute cell references. Understand and use function formulas to calculate sums, the number of occurrences, averages, and the smallest and largest numbers in a range. . Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 3. Objectives (continued)  Lesson 20     3 Use formulas with cell references to connect a worksheet to other worksheets. Identify and correct formula errors. Create a chart from worksheet data, and interpret data from worksheets and charts. Edit chart data, and change chart formats and options. Use sparklines to create a visual representation of worksheet data. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 4. Vocabulary  Lesson 20      4 absolute cell reference argument chart complex formulas embedded chart formula Morrison / Wells       function formula mathematical functions mixed cell reference operand operator order of evaluation CLB: A Comp Guide to IC3 4E
  • 5. Vocabulary (continued)  Lesson 20  5  relative cell references sparkline statistical functions Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 6. Working with Formulas  Lesson 20  6   The equation used to calculate values in a cell is known as a formula. The operand is a number or cell reference. The operator is a symbol that indicates the mathematical operation to perform with the operands. Formulas containing more than one operator are called complex formulas. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 7. Working with Formulas (continued) The sequence used to calculate the value of a formula is called the order of evaluation. Lesson 20  7 Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 8. Working with Formulas (continued)  Lesson 20  8 Creating and Editing a Formula There are two ways to enter a cell reference into a formula: you can enter the cell reference, or you can click the cell. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 9. Working with Formulas (continued)  Lesson 20  9   Using Relative and Absolute Cell References Relative cell reference means when the formula is copied to another cell, the cell references will be adjusted relative to the formula’s new location. An absolute cell reference does not change when the formula is copied or moved. A cell reference that contains both relative and absolute references is called a mixed cell reference. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 10. Using Function Formulas Lesson 20  10   A function formula is a special formula that names a function instead of using operators to calculate a result. Mathematical functions perform calculations that you could perform using a scientific calculator. Statistical functions are functions that describe large quantities of data. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 11. Using Function Formulas (continued)   Lesson 20  11 Using the SUM Function The AutoSum feature enables you to quickly identify a range and enter a formula. The argument is a value, a cell reference, a range, or text that acts as an operand in a function formula, and it is enclosed in parentheses after the function name. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 12. Using Function Formulas (continued)   Lesson 20     12 Using the COUNT Function COUNT is a statistical function that determines the number of cells in the argument range that contain numerical values. Using the AVERAGE, MIN, and MAX Functions AVERAGE is a statistical function that calculates the average of the range identified in the argument. The MIN function shows the smallest number contained in the range identified in the argument. The MAX function shows the largest number contained in the range identified in the argument. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 13. Creating Formulas that Reference Cells in Multiple Worksheets Lesson 20  13  The 3D reference enables you to access data from three different dimensions in the workbook: length, width, and depth. These 3D references are often used in summary worksheets to condense and total data from other worksheets. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 14. Troubleshooting Common Formula Errors When Excel cannot properly perform a calculation, an error value appears in the cell where you entered the formula. Lesson 20  14 Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 15. Using Graphics to Represent Data Lesson 20  15 To draw conclusions from the worksheet data, you can translate the data to a chart, which is a graphic representation of your worksheet data. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 16. Using Graphics to Represent Data (continued)  Lesson 20  Creating a Chart When creating a chart, you define specific data to be included in the analysis. 16 Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 17. Using Graphics to Represent Data (continued)  Lesson 20  17  Changing Chart Formats When you click the part of the chart you want to change, the object boundaries will appear, and then you can change the formats. An embedded chart is a chart created on the same sheet as the data used in the chart. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 18. Using Graphics to Represent Data (continued)   Lesson 20  18 Using Sparklines to Represent Data A sparkline is a tiny chart embedded in a cell. It provides a snapshot of data in a row or column, such as a trend or an increase or decrease in values. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 19. Lesson 20 Summary 19 In this lesson, you learned:  One of the primary uses for Excel spreadsheets is to perform calculations. All formulas begin with the equal sign ( = ).  If you do not want the cell reference to change when the formula is moved or copied to a new location, the cell reference must be formatted as an absolute cell reference. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 20. Summary (continued) Lesson 20  20  Functions are special formulas that do not require operators. Excel provides more than 300 built-in functions to help you perform mathematical, statistical, and other functions. The AutoSum feature enables you to quickly identify a range of cells and enter a formula. For a range of cells specified in the argument, the AVERAGE function finds the average, the SUM function totals the values, and the COUNT function shows the number of cells with numerical values. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 21. Summary (continued)  Lesson 20  21  You can use the MIN and MAX functions to find the smallest or largest number in a range. Formulas can reference cells in multiple worksheets, and 3D references are often used to condense and total data from other worksheets. If Excel cannot perform a calculation, an error value and an Error Checking button will appear to alert you and help you fix the error. Then, you can edit the formula directly in the cell or in the formula bar. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 22. Summary (continued) Lesson 20  22 A chart shows the worksheet data visually and often helps the audience understand and interpret the information more clearly. To draw logical conclusions from the data and make a correct assessment, you must ensure that the data is accurate and that you know what the values represent. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 23. Summary (continued) Lesson 20  23  When the worksheet data is changed, the chart is automatically updated to reflect those changes. Chart types, formats, and options can be changed at any time, even after the chart has been created. Instead of using charts, you can use sparklines to provide a visual representation of the data. Morrison / Wells CLB: A Comp Guide to IC3 4E