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Excel Part 2
Excel Part 2
Table of Contents
FILTER ...................................................................................................................................................... 2
Filter by text, Number, Date ............................................................................................................... 2
Filter by cell color, font color, or icon set ........................................................................................... 3
ADVANCE FILTER ..................................................................................................................................... 4
How to Use advance filter................................................................................................................... 4
Filter for unique values ....................................................................................................................... 5
Sorting ..................................................................................................................................................... 6
How to Use Simple Sorting ................................................................................................................. 6
How to Use Advance Sorting .............................................................................................................. 6
Functions (Formulas) .............................................................................................................................. 7
SUBTOTAL ........................................................................................................................................... 7
DateDif ................................................................................................................................................ 8
VLOOKUP............................................................................................................................................. 9
How to Return a Value Left of VLOOKUP’s Lookup Column ............................................................. 10
IF........................................................................................................................................................ 14
CONCATENATE .................................................................................................................................. 16
LEFT ................................................................................................................................................... 17
LOWER .............................................................................................................................................. 18
PROPER ............................................................................................................................................. 19
REPLACE ............................................................................................................................................ 20
RIGHT ................................................................................................................................................ 21
SEARCH.............................................................................................................................................. 22
SUBSTITUTE ....................................................................................................................................... 24
TRIM .................................................................................................................................................. 26
NETWORKDAYS ................................................................................................................................. 27
WORKDAY ......................................................................................................................................... 29
NOW .................................................................................................................................................. 31
TODAY ............................................................................................................................................... 31
SUMIF ................................................................................................................................................ 32
SUMIFS .............................................................................................................................................. 34
PMT function..................................................................................................................................... 37
FV function ........................................................................................................................................ 38
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FILTER
Filtered data displays only the rows that meet condition that you specify and
hide rows that you do not want to display. You can also filter by more than one
column. .. Using AutoFilter, you can create three types of filters: by a list
values, by a format, or by criteria. For example, you can filter by cell color or
by a list of numbers, but not by both; you can filter by icon or by a custom filter,
but not by both.
How to apply Filter
1. Select the data where you want to apply Filter
2. On the Data tab, in the Sort & Filter group, click Filter.
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ADVANCE FILTER
Filter command has three limitations. To overcome these limitations, there
is a solution and the solution is Advance Filter (Advanced). Following are
the limitation in Filter:
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Select the Unique records only check box, and click OK.
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Sorting
This tool arrange the data in a specified order.
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Functions (Formulas)
SUBTOTAL
Syntax
Function_num Function_num
(includes hidden values) (ignores hidden values) Function
1 101 AVERAGE
2 102 COUNT
3 103 COUNTA
4 104 MAX
5 105 MIN
6 106 PRODUCT
7 107 STDEV
8 108 STDEVP
9 109 SUM
10 110 VAR
11 111 VARP
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DateDif
This formula is required to find out the difference between two dates. According
to your choice you can display the result in days, months or years.
Syntax:
Output mode: if you want result in total years then mode will be “y”, in total
month it will be “m”, in total days it will be “d”. If you want to find out
remaining month then output mode will be “ym” and for remaining days it will
be “md”.
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VLOOKUP
Searches for a value in the first column of a table array and returns a value in
the same row from another column in the table array.
Syntax
VLOOKUP(lookup_value,table_array,col_index_num,range_lookup)
Lookup_value: The value to search in the first column of the table or you can
say the common value in both table
Table_array: The master file, from you need result. Table will start from
common value column and will finish on that column from you need result.
If FALSE, VLOOKUP will only find an exact match. In this case, the
values in the first column of table_array do not need to be sorted. If there
are two or more values in the first column of table_array that match the
lookup_value, the first value found is used. If an exact match is not
found, the error value #N/A is returned.
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Overview
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And this brings us to the reason we are here, to get the hang of using the
INDEX/MATCH combination to return values that lie to the left of the lookup
column.
MATCH
Let’s take them one at a time. The MATCH function returns the relative
position of a list item. If we asked Excel to MATCH “Jun” in a list of month
abbreviations, it would return 6. ”Apr” would return 4. This idea is illustrated
in the screenshot below.
=MATCH(lookup_value,lookup_array,[match_type])
Where:
[match_type] is typically 0 for exact match, but there are other choices to
explore here
In our screenshot, we use the following function to return the relative position
of the month name:
=MATCH(C6,B11:B22,0)
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We are trying to find the relative position of our month (C6), in the list of
month abbreviations (B11:B22), and zero for exact match.
Just remember, the MATCH function returns the relative position of a list item.
INDEX
The INDEX function returns the cell value from a range at a given position.
Where:
array is the range that has the value you want to return
row_num is the relative row position that has the value you want to
return
What we’ll do is use the INDEX function to return a cell value, and we’ll nest
the MATCH function in there so that it can tell the INDEX function which row
has the value we want. Our INDEX/MATCH formula will look something like
this:
=INDEX(array, MATCH(...))
Where the MATCH function figures out the row number argument. The
MATCH function returns the relative row number to the INDEX function.
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We used the INDEX function to return a value from the CustName column. For
the row_num argument, we used the MATCH function to determine the relative
position of the CustID within the CustID column.**
=INDEX($B$16:$B$27,MATCH(B7,$C$16:$C$27,0))
Where:
$B$16:$B$27 is the list that contains the value we wish to return, the
CustName column
Where:
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IF
Returns one value if a condition you specify evaluates to TRUE and another
value if it evaluates to FALSE.
Syntax
IF(logical_test,value_if_true,value_if_false)
Example:
A B
2 1500 900
3 500 900
4 500 925
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Example:
1 Score
2 45
3 90
4 78
Description
Formula (Result)
The letter grades are assigned to numbers using the following key.
Greater than 89 A
From 80 to 89 B
From 70 to 79 C
From 60 to 69 D
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CONCATENATE
Syntax
CONCATENATE (text1,text2,...)
Text1, text2, ... are 2 to 255 text items to be joined into a single text item. The
text items can be text strings, numbers, or single-cell references.
Remarks
You can also use the ampersand (&) calculation operator instead of the
CONCATENATE function to join text items. For example, =A1&B1 returns the
same value as =CONCATENATE(A1,B1).
Example
1 Data
2 brook trout
3 Species
4 32
Formula Description
=CONCATENATE("Stream Concatenates a sentence
population for ",A2," ",A3," is from the data above
",A4,"/mile") (Stream population for
brook trout species is
32/mile)
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LEFT
LEFT returns the first character or characters in a text string, based on the
number of characters you specify.
Syntax
LEFT(text,num_chars)
Text is the text string that contains the characters you want to extract.
If num_chars is greater than the length of text, LEFT returns all of text.
Example
A
1 Data
2 Sale Price
3 Sweden
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LOWER
Syntax
LOWER(text)
Text is the text you want to convert to lowercase. LOWER does not change
characters in text that are not letters.
Example
1 Data
2 E. E. Cummings
3 Apt. 2B
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PROPER
Capitalizes the first letter in a text string and any other letters in text that follow
any character other than a letter. Converts all other letters to lowercase letters.
Syntax
PROPER(text)
Example
1 Data
2 this is a TITLE
3 2-cent's worth
4 76BudGet
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REPLACE
REPLACE replaces part of a text string, based on the number of characters you
specify, with a different text string.
Syntax:
REPLACE(old_text,start_num,num_chars,new_text)
Example
1 Data
2 Abcdefghijk
3 2009
4 123456
Formula Description (Result)
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RIGHT
RIGHT returns the last character or characters in a text string, based on the
number of characters you specify.
Syntax
RIGHT(text,num_chars)
Text is the text string containing the characters you want to extract.
Remarks
If num_chars is greater than the length of text, RIGHT returns all of text.
Example:
1 Data
2 Sale Price
3 Stock Number
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SEARCH
SEARCH locate one text string within a second text string, and return the
number of the starting position of the first text string from the first character of
the second text string.
Syntax
SEARCH(find_text,within_text,start_num)
Remarks
You can use the wildcard characters, question mark (?) and asterisk (*),
in find_text. A question mark matches any single character; an asterisk
matches any sequence of characters. If you want to find an actual
question mark or asterisk, type a tilde (~) before the character.
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Example:
1 Data
2 Statements
3 Profit Margin
4 Margin
Description
Formula (Result)
=SEARCH("e",A2,6) Position of the
first "e" in the
first string
above, starting
at the sixth
position (7)
=SEARCH(A4,A3) Position of
"margin" in
"Profit
Margin" (8)
=REPLACE(A3,SEARCH(A4,A3),6,"Amount") Replaces
"Margin" with
"Amount"
(Profit
Amount)
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SUBSTITUTE
Substitutes new_text for old_text in a text string. Use SUBSTITUTE when you
want to replace specific text in a text string; use REPLACE when you want to
replace any text that occurs in a specific location in a text string.
Syntax
SUBSTITUTE(text,old_text,new_text,instance_num)
Text is the text or the reference to a cell containing text for which you want to
substitute characters.
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Example:
1 Data
2 Sales Data
3 Quarter 1, 2008
4 Quarter 1, 2011
Formula Description (Result)
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TRIM
Removes all spaces from text except for single spaces between words. Use
TRIM on text that you have received from another application that may have
irregular spacing.
Syntax
TRIM(text)
Example:
A B
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NETWORKDAYS
Syntax
NETWORKDAYS(start_date,end_date,holidays)
Holidays is an optional range of one or more dates to exclude from the working
calendar, such as state and federal holidays and floating holidays. The list can
be either a range of cells that contains the dates or an array constant (array:
Used to build single formulas that produce multiple results or that operate on a
group of arguments that are arranged in rows and columns. An array range
shares a common formula; an array constant is a group of constants used as an
argument.) of the serial numbers that represent the dates.
Remarks
Example
A B
1 Date Description
5 12/4/2008 Holiday
6 1/21/2009 Holiday
Formula Description (Result)
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WORKDAY
Returns a number that represents a date that is the indicated number of working
days before or after a date (the starting date). Working days exclude weekends
and any dates identified as holidays. Use WORKDAY to exclude weekends or
holidays when you calculate invoice due dates, expected delivery times, or the
number of days of work performed.
Syntax
WORKDAY(start_date,days,holidays)
Holidays is an optional list of one or more dates to exclude from the working
calendar, such as state and federal holidays and floating holidays. The list can
be either a range of cells that contain the dates or an array constant (array: Used
to build single formulas that produce multiple results or that operate on a group
of arguments that are arranged in rows and columns. An array range shares a
common formula; an array constant is a group of constants used as an
argument.) of the serial numbers that represent the dates.
Remarks
Example
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A B
1 Date Description
4 11/26/2008 Holiday
5 12/4/2008 Holiday
6 1/21/2009 Holiday
Formula Description (Result)
Notes
To view the number as a date, select the cell, and then on the Sheet tab,
in the Number group, click the arrow next to Number Format, and click
Short Date or Long Date.
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NOW
Returns current date and time. If the cell format was General before the function
was entered, the result is formatted as a date.
Syntax
NOW ( )
Remarks
TODAY
Syntax
TODAY ( )
Remarks
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SUMIF
Syntax
SUMIF(range,criteria,sum_range)
Range is the range of cells that you want evaluated by criteria. Cells in each
range must be numbers or names, arrays, or references that contain numbers.
Blank and text values are ignored.
Criteria is the criteria in the form of a number, expression, or text that defines
which cells will be added. For example, criteria can be expressed as 32, "32",
">32", or "apples".
Sum_range are the actual cells to add if their corresponding cells in range
match criteria. If sum_range is omitted, the cells in range are both evaluated by
criteria and added if they match criteria.
Remarks
Sum_range does not have to be the same size and shape as range. The
actual cells that are added are determined by using the top, left cell in
sum_range as the beginning cell, and then including cells that correspond
in size and shape to range. For example:
You can use the wildcard characters, question mark (?) and asterisk (*),
in criteria. A question mark matches any single character; an asterisk
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Example
A B
2 100,000 7,000
3 200,000 14,000
4 300,000 21,000
5 400,000 28,000
Formula Description (Result)
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SUMIFS
Syntax
SUMIFS(sum_range,criteria_range1,criteria1,criteria_range2,criteria2…)
Remarks
You can use the wildcard characters, question mark (?) and asterisk (*),
in criteria. A question mark matches any single character; an asterisk
matches any sequence of characters. If you want to find an actual
question mark or asterisk, type a tilde (~) before the character.
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A B C D E
A B C D E
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1 Fir Thi
st Seco rd Four
2 Morning and Evening Da nd Da th
Measurements y Day y Day
3
AM: rain (total inches) 1.3 0 1.5 3
4
PM: rain (total inches) 2 0.8 4 2.5
5
AM: average temperature (degrees) 56 44 40 38
6
PM: average temperature (degrees) 54 34 38 77
7
AM: average wind speed (miles per 13 6 8 1
hour)
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PMT function
Calculates the payment for a loan based on constant payments and a constant
interest rate.
Syntax
PMT(rate, nper, pv, [fv], [type])
Note For a more complete description of the arguments in PMT, see the PV
function.
The PMT function syntax has the following arguments:
Pv: Required. The present value, or the total amount that a series of
future payments is worth now; also known as the principal.
Fv: Optional. The future value, or a cash balance you want to attain
after the last payment is made. If fv is omitted, it is assumed to be 0
(zero), that is, the future value of a loan is 0.
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FV function
Returns the future value of an investment based on periodic, constant payments
and a constant interest rate.
Syntax
FV(rate,nper,pmt,[pv],[type])
Pmt Required. The payment made each period; it cannot change over
the life of the annuity. Typically, pmt contains principal and interest but
no other fees or taxes. If pmt is omitted, you must include the pv
argument.
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