2. Define a Formula
Explain the procedure of Including Functions
Explain the use of AutoSum function
Explain the use of Conditional Formatting
Aptech Computer Education Presented by: Muhammad Ehtisham Siddiqui 2
3. One of the most powerful features in Excel is the ability
to calculate numerical information using formulas.
Just like a calculator, Excel can add, subtract, multiply, and
divide.
In this session, we'll show you how to use cell references to
create simple formulas.
Excel uses standard operators for formulas, such as a plus
sign for addition (+), a minus sign for subtraction (-),
an asterisk for multiplication (*), a forward slash for division (/),
and a caret (^) for exponents.
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All formulas in Excel must begin with an equals sign (=). This is
because the cell contains, or is equal to, the formula and the
value it calculates.
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While you can create simple formulas in Excel manually (for
example, =2+2 or =5*5), most of the time you will use cell
addresses to create a formula.
This is known as making a cell reference.
Using cell references will ensure that your formulas are always
accurate because you can change the value of referenced cells
without having to rewrite the formula.
7. By combining a mathematical operator with cell references, you can
create a variety of simple formulas in Excel.
Formulas can also include a combination of cell references and
numbers, as in the examples below:
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8. 8
Aptech Computer Education Presented by: Muhammad Ehtisham Siddiqui
we'll use a simple formula and cell references to calculate a
budget.
◦ Select the cell that will contain the formula. In our example, we'll select
cell B3.
◦ Type the equals sign (=). Notice how it appears in both the cell and
the formula bar.
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Aptech Computer Education Presented by: Muhammad Ehtisham Siddiqui
◦ Type the cell address of the cell you want to reference first in the formula:
cell B1 in our example. A blue border will appear around the referenced
cell.
◦ Type the mathematical operator you want to use. In our example, we'll
type the addition sign (+).
◦ Type the cell address of the cell you want to reference second in the
formula: cell B2 in our example. A red border will appear around the
referenced cell.
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Aptech Computer Education Presented by: Muhammad Ehtisham Siddiqui
◦ Press Enter on your keyboard. The formula will be calculated, and
the value will be displayed in the cell.
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Aptech Computer Education Presented by: Muhammad Ehtisham Siddiqui
There may be times when you need to copy the content of one cell
to several other cells in your worksheet.
You could copy and paste the content into each cell, but this
method would be time consuming.
Instead, you can use the Autofill to quickly copy and paste content
to adjacent cells in the same row or column.
1. Select the cell(s) containing the content you want to use. The fill handle will appear
as a small square in the bottom-right corner of the selected cell(s).
2. Click, hold, and drag the fill handle until all of the cells you want to fill are selected.
3. Release the mouse to fill the selected cells.
13. Common uses of functions are to calculate the sum, find the maximum
and minimum value, count the number of entries, and calculate the
average value from a range of data
Consist of two parts namely, the function name and the cell address
The cell address is used by functions to derive a result
Can use a single argument, a fixed number of arguments, an
indeterminate number of arguments, or an optional argument
Uses more than one argument, separates the arguments with a comma
Can also use the AutoSum feature of Excel to perform quick calculation
such as finding the Sum, Average and so on
Excel has a large library of function with more than 3000 functions,
which have been grouped into different categories
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14. To illustrate Excel's most popular financial functions, we consider
a loan with monthly payments, an annual interest rate of 6%, a 20-
year duration, a present value of $150,000 (amount borrowed) and a
future value of 0 (that's what you hope to achieve when you pay off a
loan).
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Function Syntax Description Example
NOMINAL(effect_rate, npery) Returns the nominal annual
interest rate based on the given
rate and number of
compounding periods per year
1. Type the following in cell A1 and A2 in
a worksheet:
Effective Interest Rate
Number of Compounding
Periods Per Year
2. Type the following in cell B1 and B2:
6.25%
4
3. Select cell B4.
4. Select NOMINAL.
5. Type B1 and B2 in each of the text
boxes in the dialog box.
6. Click OK. 0.061086 is displayed on
the worksheet.
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Function Syntax Description Example
AND(logical1, logical2) Checks whether all the
arguments are TRUE and it
returns TRUE only if all the
arguments are TRUE
1. Select AND.
2. Type 4*3=12 in the Logical1 text
box.
3. Type 7*2=14 in the Logical2 text box.
4. Click OK. TRUE is displayed on the
worksheet.
IF(logical_test, value_if_true,
value_if_false)
Checks whether the condition
is TRUE, returns a value if the
condition is true and returns
another value if the condition is
FALSE
1. Type 100 in A1.
2. Select cell A2.
3. Select IF.
4. Type the following text in each of the
text boxes.
A1<=50
Conveyance will be given
Conveyance will not be
given
5. Click OK. Conveyance will not be given
is displayed on the worksheet.
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Function Syntax Description Example
LOWER(text) Transforms the letters in the
text string to lower case
=LOWER("OFFICE 2010")
Will display office 2010 in the worksheet
DOLLAR(number,[decimal]) Changes a number to text using
currency format
=DOLLAR(452, 3)
Will display $452.000 in the worksheet
EXACT(text1,text2) Examines whether two texts
are exactly same (case-
sensitive) and returns the value
of TRUE or FALSE
=EXACT("Hello", "hello")
Will display FALSE in the worksheet
FIXED(number,[decimal],[no_co
mmas])
Rounds off the number to
specified decimal places and
displays the number with or
without the commas
=FIXED(5443.295,1,TRUE)
Will display 5443.3 in the worksheet
PROPER(text) Capitalizes the first letter in the
word and letter after special
character, and lowers the case
of all the other letters in the
word
=PROPER("mY friend’s
book")
Will display My Friend’S Book in the
worksheet
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Function Syntax Description Example
REPLACE(old_text,start_n
um,num_chars,new_text)
Replaces old text with a new text
string
=REPLACE("Hello",1,2,"A")
Will display Allo in the worksheet
REPEAT(text,number_tim
es)
Prints text the number of times
specified
=REPT("1#A",3)
Will display 1#A1#A1#A in the
worksheet
SEARCH(find_text,within
_text,[start_num])
Returns the location of the character
from within a string starting from left
to right, considering the starting
number of the text in the string
=SEARCH("A","Apache",2)
Will display 3 in the worksheet
SUBSTITUTE(text,old_text
,new_text,[instance_num
ber])
Replaces the old text with the new
text. You can also specify the instance
position of the text in the string that is
required to be replaced
=SUBSTITUTE("December 1,
2011",1,2,3)
Will display December 1, 2012 in
the worksheet
T(value) Returns text if the value referred is
text else returns blank if the value
referred is numerical or logical
=T(“Office”)
Will display Office in the worksheet
TRIM(text) Removes all the extra spaces in the
string but preserves the single spacing
in between words
=TRIM("Microsoft
Excel")
Will display Microsoft Excel in the
worksheet
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Function Syntax Description Example
DATEVALUE(date_text) Transforms the date in into
serial number that represents
date in Microsoft Excel date-
time code
=DATEVALUE("12/12/2012
")
Will display 41255 in the
worksheet
DAYS360(start_date,end_date,[
method])
Returns the numbers of days
between two dates based on a
360-days year
=DAYS360("1/1/2011","5
/1/2011")
Will display 120 in the
worksheet
WEEKNUM(serial_number,
[return_type])
Returns the week number of
the year
=WEEKNUM("7/1/2011",1)
Will display 27 in the worksheet
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Function Syntax Description Example
HYPERLINK(http_location,
[friendly_name])
Creates a shortcut or jump that
opens a document stored on a
network server, an intranet, or
the Internet
1. Select HYPERLINK.
2. Type http://google.com
in Link_location box.
3. Type Google in the Friendly_name text box.
4. Click OK. Google is displayed in the worksheet.
LOOKUP() Looks up value from one-row
or one-column range, or from
an array
1. Type the following data in cells from A1 to A5 in a
worksheet:
Alison
Martha
Peter
Ricky
Ted
2. Type the following data in cells from B1 to B5:
$56
$68
$80
$93
$86
3. Select cell A7.
4. Select LOOKUP.
5. Select OK.
6. Type the following in the text boxes of the dialog box:
A3
A1:A5
B1:B5
7. Click OK. 80 is displayed in the worksheet.
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Function Syntax Description Example
COMBIN(number,
number_chosen)
Returns the number of
combinations for a given
number of items
=COMBIN(6,2)
Will display 15 in the worksheet
GCD(number1,number2,…) Returns the greatest common
divisor of more than one
=GCD(3,17)
Will display 1 in the worksheet
LCM(number1,number2,…) Returns the least common
multiple
=LCM(6,9)
Will display 18 in the worksheet
LOG(number,base value) Returns the log of the number
depending upon the base value
specified
=LOG(9,2)
Will display 3.169925001 in the
worksheet
PI() Returns the PI value =PI()
Will display 3.141592654 in the
worksheet
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Function Syntax Description Example
CONFIDENCE(alpha,
standard_dev, size)
Returns a confidence interval
for a population mean
1. Type 0.05 in A1.
2. Type 3.5 in A2.
3. Type 100 in A3.
4. Select CONFIDENCE.
5. Type the following the text boxes of
the dialog box:
A1
A2
A3
6. Click OK. 0.685987395 is displayed
in the worksheet.
FISHER(x) Returns the Fisher
transformation
1. Type -0.5 in A1.
2. Click cell A2.
3. Select FISHER.
4. Type A1 in the X box.
5. Click OK. -0.549306144 is displayed
in the worksheet.
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Function Syntax Description Example
PEARSON(array1, array2) Returns the Pearson product
moment correlation co-
efficient (r)
1. Type the following from cell A1 to A5:
3
4
1
2
5
2. Type the following from cell B1 to B5:
2
5
4
3
1
3. Select PEARSON.
4. Type the following in the text boxes of
the dialog box:
A1:A5
B1:B5
5. Click OK. -0.4 is displayed on the
worksheet.
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Function Syntax Description Example
BIN2DEC(number) Converts the binary number to
a decimal number
1. Type 110010 in A1.
2. Click cell A2.
3. Select BIN2DEC.
4. Type A1 in the Number text box.
5. Click OK. 50 is displayed in the
worksheet.
DELTA(number1, number2) Tests whether two numbers are
equal
1. Select DELTA.
2. Type 5678754335 in the Number1
box.
3. Type 5678745335 in the Number2
box.
4. Click OK. 0 is displayed in the
worksheet.
IMREAL(inumber) Returns the real co-efficient of
a complex number
1. Select IMREAL.
2. Type 6+i7 in the text box of the
dialog box.
3. Click OK. 6 is displayed in the
worksheet.
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Function Syntax Description Example
INFO(type_text) Returns the information about
the current operating
environment
1. Select INFO.
2. Type system in the Type_text text box.
3. Click OK. pcdos is displayed on the
worksheet.
ISTEXT(value) Checks whether the value is
text and returns TRUE or FALSE
1. Type Excel in A1.
2. Select ISTEXT.
3. Type A1 in the Value text box.
4. Click OK. True is displayed in the
worksheet.
29. Much of the time, people use Excel to sum columns and rows of data.
Auto Sum saves your time in creating basic formulas.
To use Auto Sum
◦ . Select the cell that is located the end of the column or row that you want to add, and
then click the “AutoSum” button in the “Function Library” group on the “Formulas” tab
in the Ribbon
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30. Conditional formatting allows you to automatically apply formatting—such
as colors, icons, and data bars—to one or more cells based on the cell value.
For example, a conditional formatting rule might be: If the value is less than
$2000, color the cell red.
By applying this rule, you'd be able to quickly see which cells contain values
less than $2000.
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31. To create a conditional formatting rule:
◦ Select the desired cells for the conditional formatting rule.
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32. From the Home tab, click the Conditional Formatting command. A drop-down menu will
appear.
Hover the mouse over the desired conditional formatting type, then select the desired
rule from the menu that appears. In our example, we want to highlight cells that
are greater than $4000.
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33. A dialog box will appear. Enter the desired value(s) into the blank field. In our example,
we'll enter 4000 as our value.
Select a formatting style from the drop-down menu. In our example, we'll choose Green
Fill with Dark Green Text, then click OK.
The conditional formatting will be applied to the selected cells. In our example, it's easy
to see which salespeople reached the $4000 sales goal for each month.
The conditional formatting will be applied to the selected cells. In our example, it's easy
to see which salespeople reached the $4000 sales goal for each month.
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35. You can apply multiple conditional formatting rules to a cell range or
worksheet, allowing you to visualize different trends and patterns in your
data.
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