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Excel Module 2
Working with Formulas and Functions
2
• Create a complex formula
• Insert a function
• Type a function
• Copy and move cell entries
• Understand relative and absolute cell references
• Copy formulas with relative cell references
• Copy formulas with absolute cell references
• Round a value with a function
Module Objectives
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
3
• A complex formula is an equation that uses more than one type of arithmetic
operator
• Example: formula that uses both addition and multiplication
• Arithmetic operations are performed according to the order of precedence
• Operations inside parentheses are calculated first
• Exponents are calculated next
• Multiplication and division are calculated next (from left to right)
• Addition and subtraction are calculated next (from left to right)
Create a Complex Formula (Slide 1 of 2)
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
4
Create a Complex Formula (Slide 2 of 2)
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
Complex formula
=C12+C12*0.2
5
• A function is a predefined worksheet formula that makes it easy to perform a
complex calculation
• Can be used by itself or within a formula
• If used alone, begins with the formula prefix (=)
• Functions are organized into categories ( such as Financial, Date & Time, Statistical)
Insert a Function (Slide 1 of 2)
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
6
Insert a Function (Slide 2 of 2)
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
Expanded Function Arguments dialog box
7
• A function can be typed manually into a cell
• Must know the name and initial characters of the function
• Can be faster than using the Insert Function dialog box
• Experienced Excel users often prefer this method
• Necessary to begin with the equal sign (=) when typed manually
• Once you type an equal sign, each letter you type activates the AutoComplete
feature
Type a Function (Slide 1 of 2)
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
8
Type a Function (Slide 2 of 2)
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
MAX function in progress
ScreenTip
9
• You can copy or move data within a worksheet or between worksheets using:
• Cut, Copy, and Paste buttons
• Fill handle in the lower-right corner of the active cell
• Drag-and-drop feature
• Clipboard temporarily stores information that you copy or cut
• Pasting an item from the Clipboard
• Only need to specify the upper-left cell of the range where you want to paste the
selection
Copy and Move Cell Entries (Slide 1 of 2)
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
10
Copy and Move Cell Entries (Slide 2 of 2)
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
Copied data in Office Clipboard
11
• Use a relative cell reference when you want to preserve the relationship to the
formula location
• Calculations are performed based on cell relationship
• When a formula is copied, the cell reference changes to preserve the relationship of
the formula to the referenced cells
• Default in Excel
• Use an absolute cell reference when you want to preserve the exact cell
address in a formula
• Reference does not change even if the formula is copied to another location
• Created by placing a dollar sign ($) before both the column letter and the row number
for the cell’s address
Understand Relative and Absolute Cell References (Slide 1 of 4)
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
12
• Mixed reference combines both relative and absolute cell referencing
• Example: When you copy a formula, you may want to change the row reference but
keep the column reference
• Created using the [F4] function key
Understand Relative and Absolute Cell References (Slide 2 of 4)
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
13
Understand Relative and Absolute Cell References (Slide 3 of 4)
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
Formula containing relative references
14
Understand Relative and Absolute Cell References (Slide 4 of 4)
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
Formula containing absolute and relative references
15
• Reuse formulas you have created
• Use Copy and Paste commands or the fill handle to copy formulas
• Copying a formula to a new cell
• Excel substitutes new cell references so that the relationship of the cells to the
formula remains unchanged
• Auto Fill feature can be used for filling cells with sequential text or values
• Months of the year; days of the week; or text plus a number (Quarter 1, Quarter 2,
etc.)
• Drag the fill handle to extend an existing sequence
Copy Formulas with Relative Cell References (Slide 1 of 2)
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
16
Copy Formulas with Relative Cell References (Slide 2 of 2)
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
Formula pasted in a range
17
• Apply absolute cell reference before copying a formula if you want one or more
cell references to remain unchanged in relation to the formula
Copy Formulas with Absolute Cell References (Slide 1 of 2)
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
18
Copy Formulas with Absolute Cell References (Slide 2 of 2)
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
Absolute reference created in formula
19
• Cells containing financial data are often easier to read if they contain fewer
decimals
• Use the ROUND function to round down your results
Round a Value with a Function (Slide 1 of 2)
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
20
Round a Value with a Function (Slide 2 of 2)
© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
ROUND function added to an existing formula

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Excel module 2 ppt presentation

  • 1. 1 Excel Module 2 Working with Formulas and Functions
  • 2. 2 • Create a complex formula • Insert a function • Type a function • Copy and move cell entries • Understand relative and absolute cell references • Copy formulas with relative cell references • Copy formulas with absolute cell references • Round a value with a function Module Objectives © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.
  • 3. 3 • A complex formula is an equation that uses more than one type of arithmetic operator • Example: formula that uses both addition and multiplication • Arithmetic operations are performed according to the order of precedence • Operations inside parentheses are calculated first • Exponents are calculated next • Multiplication and division are calculated next (from left to right) • Addition and subtraction are calculated next (from left to right) Create a Complex Formula (Slide 1 of 2) © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.
  • 4. 4 Create a Complex Formula (Slide 2 of 2) © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Complex formula =C12+C12*0.2
  • 5. 5 • A function is a predefined worksheet formula that makes it easy to perform a complex calculation • Can be used by itself or within a formula • If used alone, begins with the formula prefix (=) • Functions are organized into categories ( such as Financial, Date & Time, Statistical) Insert a Function (Slide 1 of 2) © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.
  • 6. 6 Insert a Function (Slide 2 of 2) © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Expanded Function Arguments dialog box
  • 7. 7 • A function can be typed manually into a cell • Must know the name and initial characters of the function • Can be faster than using the Insert Function dialog box • Experienced Excel users often prefer this method • Necessary to begin with the equal sign (=) when typed manually • Once you type an equal sign, each letter you type activates the AutoComplete feature Type a Function (Slide 1 of 2) © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.
  • 8. 8 Type a Function (Slide 2 of 2) © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. MAX function in progress ScreenTip
  • 9. 9 • You can copy or move data within a worksheet or between worksheets using: • Cut, Copy, and Paste buttons • Fill handle in the lower-right corner of the active cell • Drag-and-drop feature • Clipboard temporarily stores information that you copy or cut • Pasting an item from the Clipboard • Only need to specify the upper-left cell of the range where you want to paste the selection Copy and Move Cell Entries (Slide 1 of 2) © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.
  • 10. 10 Copy and Move Cell Entries (Slide 2 of 2) © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Copied data in Office Clipboard
  • 11. 11 • Use a relative cell reference when you want to preserve the relationship to the formula location • Calculations are performed based on cell relationship • When a formula is copied, the cell reference changes to preserve the relationship of the formula to the referenced cells • Default in Excel • Use an absolute cell reference when you want to preserve the exact cell address in a formula • Reference does not change even if the formula is copied to another location • Created by placing a dollar sign ($) before both the column letter and the row number for the cell’s address Understand Relative and Absolute Cell References (Slide 1 of 4) © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.
  • 12. 12 • Mixed reference combines both relative and absolute cell referencing • Example: When you copy a formula, you may want to change the row reference but keep the column reference • Created using the [F4] function key Understand Relative and Absolute Cell References (Slide 2 of 4) © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.
  • 13. 13 Understand Relative and Absolute Cell References (Slide 3 of 4) © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Formula containing relative references
  • 14. 14 Understand Relative and Absolute Cell References (Slide 4 of 4) © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Formula containing absolute and relative references
  • 15. 15 • Reuse formulas you have created • Use Copy and Paste commands or the fill handle to copy formulas • Copying a formula to a new cell • Excel substitutes new cell references so that the relationship of the cells to the formula remains unchanged • Auto Fill feature can be used for filling cells with sequential text or values • Months of the year; days of the week; or text plus a number (Quarter 1, Quarter 2, etc.) • Drag the fill handle to extend an existing sequence Copy Formulas with Relative Cell References (Slide 1 of 2) © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.
  • 16. 16 Copy Formulas with Relative Cell References (Slide 2 of 2) © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Formula pasted in a range
  • 17. 17 • Apply absolute cell reference before copying a formula if you want one or more cell references to remain unchanged in relation to the formula Copy Formulas with Absolute Cell References (Slide 1 of 2) © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.
  • 18. 18 Copy Formulas with Absolute Cell References (Slide 2 of 2) © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Absolute reference created in formula
  • 19. 19 • Cells containing financial data are often easier to read if they contain fewer decimals • Use the ROUND function to round down your results Round a Value with a Function (Slide 1 of 2) © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.
  • 20. 20 Round a Value with a Function (Slide 2 of 2) © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. ROUND function added to an existing formula