2. In the Lesson you will learn
how to:
1. Reference data in formulas
2. Summarize data using formulas
3. Summarize data using subtotals
4. Conditionally summarize data using a
formula
5. Lookup data using a formula
6. Use conditional logic in a formula
7. Format or modify text using formulas, and
8. Display and print formulas
3. Summarize Data Using a
Formula
• Create a Basic Formula
• Create a Function Formula
• Commonly Used Excel Functions
4. Create a Formula
1. Click the cell where you want to formula to
appear
2. Type =
3. Click a cell containing the first value you
want to include
You may also enter a value manually
4. Type an operand such as +, -, /, or *
5. Click a cell containing the next value you
want to include
6. Enter operands and other cells or values as
necessary and press [Enter]
5. Create a Function Formula
1. Click a cell where
you want the formula
result to appear
2. Click the Formulas
tab then click the
Insert Function button
in the Function Library
group
3. In the Insert Function
dialog box select the
appropriate function
and click OK
6. Create a Function Formula
4. In the Function
Arguments dialog
box specify the
appropriate
settings or
cells, then click
OK
7. Commonly Used Excel
Functions
Function Example Results
SUM =SUM(A4:C4) The total of values in the
range
MIN =MIN(A4:C4) The lowest value in the range
MAX =MAX(A4:C4) The highest value in the
range
COUNT =COUNT(A4:C4) The # of cells that contain
numbers
COUNTA =COUNTA(A4:C4) The # of cells that aren’t
empty
AVERAGE =AVERAGE(A4:C4 The average of the values in
) the range
9. Create a List
Type related data in rows and
columns, with column headers describing
each columns data
Type additional rows and columns as
needed making sure there are no empty
rows or columns between data
10. Filter a List
1. Click inside the list range
2. Click the Data tab then the Filter button
3. Click the list arrow at the top of the
column you want to filter
4. Click Select All to remove all check
marks
5. Click the check boxes for the items you
wish to display and click OK
11. Remove a Filter
1. Click inside the list
range
2. Click the Data tab
then the Filter
button to deselect
the button and
remove the Filter
arrows
12. Sort a List
1. Click inside the list
range
2. Click the Data tab
then the Sort button
3. In the Sort dialog
box choose what to
sort by and the
order
4. Add additional
levels if necessary
5. Click OK
13. Subtotal a List
1. Click the inside
the list range and
filter the list
2. Click the Subtotal
button on the
Data tab
14. Subtotal a List
3. In the Subtotal dialog
box click the At each
change in list arrow
then select the field
by which you sorted
4. Click the Use function
list arrow then click a
function to summarize
the data
The functions that are
available are: SUM,
COUNT, AVERAGE,
MAX, and MIN
15. Remove Subtotals
Click in the list range containing subtotals
Click the Data tab then the Subtotal
button
In the Subtotal dialog box click Remove
All
16. Lesson Review
Open the Excel worksheet above named
Basic Formulas and complete to the best
of your ability