Excel Tutorial 7 Using Advanced Functions, Conditional Formatting, and Filtering

Содержание

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Objectives Evaluate a single condition using the IF function Evaluate multiple

Objectives

Evaluate a single condition using the IF function
Evaluate multiple conditions using

the AND function
Calculate different series of outcomes by nesting IF functions
Test whether one or more conditions are true with the OR function
Return values from a table with the VLOOKUP function
Check for duplicate values using conditional formatting

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Objectives Check for data entry errors using the IFERROR function Summarize

Objectives

Check for data entry errors using the IFERROR function
Summarize data using

the COUNTIF, SUMIF, and AVERAGEIF functions
Review the COUNTIFS, SUMIFS, and AVERAGEIFS functions
Use advanced filters
Summarize data using Database functions

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Working with Logical Functions IF Function IF(logical_test, value_if_true, [value_if_false]) AND Function

Working with Logical Functions

IF Function
IF(logical_test, value_if_true, [value_if_false])
AND Function
=IF(AND(G2="FT",M2>=1),K2*0.03,0)
Structured References
You can replace

the specific cell or range address with a structured reference, the actual table name or column header
=SUM(Employee[Annual Salary])

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Working with Logical Functions New Perspectives on Microsoft Office Excel 2007

Working with Logical Functions

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Working with Logical Functions A nested IF function is when one

Working with Logical Functions

A nested IF function is when one IF

function is placed inside another IF function to test an additional condition
=IF([Pay Grade]=1,2500,IF([Pay Grade]=2,5000, IF([Pay Grade]=3, 7500,"Invalid pay grade")))

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Working with Logical Functions The OR function is a logical function

Working with Logical Functions

The OR function is a logical function that

returns a TRUE value if any of the logical conditions are true and a FALSE value if all the logical conditions are false
=IF(OR([Years Service]<1,[Annual Salary]>100000),0, IF([Pay Grade]=1,$T$1,IF([Pay Grade]=2,$T$2, IF([Pay Grade]=3,$T$3,"Invalid pay grade"))))

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Using Lookup Tables and Functions A lookup table is a table

Using Lookup Tables and Functions

A lookup table is a table that

organizes data you want to retrieve into different categories
The categories for the lookup table, called compare values, are located in the table’s first column or row
To retrieve a particular value from the table, a lookup value (the value you are trying to find) needs to match the compare values
VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup])

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Using Lookup Tables and Functions New Perspectives on Microsoft Office Excel 2007

Using Lookup Tables and Functions

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Using Lookup Tables and Functions New Perspectives on Microsoft Office Excel 2007

Using Lookup Tables and Functions

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Highlighting Duplicate Records with a Custom Format Select the column you

Highlighting Duplicate Records with a Custom Format

Select the column you want

to search for duplicates
In the Styles group on the Home tab, click the Conditional Formatting button, point to Highlight Cells Rules, and then click Duplicate Values
Click the values with arrow, then click Custom Format
In the Format Cells dialog box, set the formatting you want to use
Click the OK button in each dialog box

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Highlighting Duplicate Records with a Custom Format New Perspectives on Microsoft Office Excel 2007

Highlighting Duplicate Records with a Custom Format

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Excel 2007
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Using the Conditional Formatting Rules Manager Each time you create a

Using the Conditional Formatting Rules Manager

Each time you create a conditional

format, you are defining a conditional formatting rule
A rule specifies the type of condition (such as formatting cells greater than a specified value), the type of formatting when that condition occurs

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Using the IFERROR Function Error values such as #DIV/0!, #N/A, and

Using the IFERROR Function

Error values such as #DIV/0!, #N/A, and #VALUE!

indicate that some element in a formula or a cell referenced in a formula is preventing Excel from returning a calculated value
The IFERROR function can determine if a cell contains an error value and display the message you choose rather than the default error value
=IFERROR(VLOOKUP(L2,HealthPlanRates,2,False)*12,"Invalid code")

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Using the IFERROR Function New Perspectives on Microsoft Office Excel 2007

Using the IFERROR Function

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Summarizing Data Conditionally You can calculate the number of cells in

Summarizing Data Conditionally

You can calculate the number of cells in a

range that match criteria you specify using the COUNTIF function, which is sometimes referred to as a conditional count
=COUNTIF(range,criteria)
You can add the values in a range that meet criteria you specify using the SUMIF function, which is also called a conditional sum
=SUMIF(range,criteria[,sum_range])

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Summarizing Data Conditionally You use the AVERAGEIF function to calculate the

Summarizing Data Conditionally

You use the AVERAGEIF function to calculate the average

of values in a range that meet criteria you specify
=AVERAGEIF(range,criteria[,average_range])

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Summarizing Data Conditionally The COUNTIFS function counts the number of cells

Summarizing Data Conditionally

The COUNTIFS function counts the number of cells within

a range that meet multiple criteria
COUNTIFS(criteria_range1,criteria1[,criteria_range2, criteria2...])
The SUMIFS function adds values in a range that meet multiple criteria
SUMIFS(sum_range,criteria_range1,criteria1[,criteria_ range2, criteria2...])
The AVERAGEIFS function calculates the average of values within a range of cells that meet multiple conditions
AVERAGEIFS(average_range,criteria_range1,criteria1 [,criteria_range2, criteria2...])

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Using Advanced Filtering Advanced filtering, similar to filtering, displays a subset

Using Advanced Filtering

Advanced filtering, similar to filtering, displays a subset of

the rows in a table or range of data
The criteria range is an area in a worksheet, separate from the range of data or Excel table, used to specify the criteria for the data to be displayed after the filter is applied to the table

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Using Advanced Filtering New Perspectives on Microsoft Office Excel 2007

Using Advanced Filtering

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Using Advanced Filtering Click the Data tab on the Ribbon, and

Using Advanced Filtering

Click the Data tab on the Ribbon, and then,

in the Sort & Filter group, click the Advanced button

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Using Database Functions to Summarize Data Functions that perform summary data

Using Database Functions to Summarize Data

Functions that perform summary data analysis

(SUM, AVERAGE, COUNT, and so on) on a table of values based on criteria that you set are called the Database functions, or Dfunctions
DfunctionName(table range, column to summarize, criteria range)

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Using Database Functions to Summarize Data New Perspectives on Microsoft Office Excel 2007

Using Database Functions to Summarize Data

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2007