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Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACK NEXT END 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Formula Bar Copy a Formula Insert Function Feature Write Formulas With Functions Absolute and Mixed Cell References Features Summary Microsoft Excel 2003 - Specialist INSERTING FORMULAS IN A WORKSHEET

Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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Page 1: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

Copyright 2003, Paradigm Publishing Inc.

CHAPTER3

BACK NEXT END

3-1

LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Microsoft Excel 2003 - Specialist

INSERTING FORMULAS IN A WORKSHEET

Page 2: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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3-2

LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Performance ObjectivesPerformance Objectives

• Insert a formula in a cell using the AutoSum button

• Write formulas with mathematical operators• Type a formula in the Formula bar• Copy a formula• Use the Insert Function feature to insert a

formula in a cell• Write formulas with the AVERAGE, MAX,

MIN, COUNT, PMT, FV, DATE, NOW, and IF functions

• Create an absolute and mixed cell reference

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Using the AutoSum ButtonUsing the AutoSum Button

using formulas allows for automatic recalculation

start by selecting cell where youwant the formula to appear

click AutoSumbutton

press Enter orclick AutoSum

buttonagain to accept

OROR

suggested rangeappears

Insert, Function,SUM

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Writing FormulasWriting Formulas

begin with theequals (=) sign

type remainderof formula

OROR

point and click desired cell, enter mathematical operator, point and

click next cell reference, press Enter

select cell that isto contain formula

Page 5: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Mathematical OperatorsMathematical Operators

Addition +Subtraction -Multiplication *Division /Percent %Exponentiation ^

order of operationsorder of operationsnegationspercents

exponentiationsmultiplications

divisionsadditions

subtractions

use parentheses touse parentheses tochange the orderchange the order

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Typing in the Formula BarTyping in the Formula Bar

formulas can also beentered directly inthe Formula bar

Formula bar alwaysdisplays formula, whileactive cell displays theresult of the formula

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Copying a FormulaCopying a Formula

copy a formula containing relative cell referencesand the cell references change

Press Ctrl + ` (accent grave) to displayformulas rather than calculated

values.

Page 8: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Copying a Formula…/2Copying a Formula…/2

using Edit, Fill

select desiredmenu command

select cell tocopy from

as well as cellsto copy to

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Copying a Formula…/3Copying a Formula…/3

point and dragfill handle

using Fill using Fill HandleHandle

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Using the Trace Error ButtonUsing the Trace Error Button

smart tagsmart tag appears appearsvaries depending

on actionperformed

Trace ErrorTrace Error button buttonclick button

to display list ofoptions

Page 11: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Inserting FunctionsInserting Functions

=SUM(B3:B9,100)=SUM(B3:B9,100)function

nameargument constant

returning the resultreturning the resultprocess of a calculating the process of a calculating the

formula an inserting the value in formula an inserting the value in the cellthe cell

Page 12: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Using the Insert Function FeatureUsing the Insert Function Feature

OROR

click to displaya list of categories

most recentlyused functions

explanation forselected function

click

Insert Function

Insert Function button

Page 13: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Function Arguments PaletteFunction Arguments Palette

if necessary, drag Function Arguments palette to display

cell(s) behind

enter range ofcells

displaysinformation about

the function

click to displayhelp on the function

Page 14: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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3-14

LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Statistical FunctionsStatistical Functions

AVERAGEa range of cells is added together and divided by the number of cell entries

ignores text in cells and blank cells(does not ignore zeros)

Page 15: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Statistical Functions…/2Statistical Functions…/2MAX and MIN

MAX returns maximum value in a range

MIN returns minimum value in a range

Page 16: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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3-16

LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Statistical Functions…/3Statistical Functions…/3

COUNTcounts numeric values in a range

Page 17: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Financial FunctionsFinancial Functions

PMTfinds the periodic payment for a loanbased on constant payments and a

constant interest rate

Page 18: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Financial Functions…/2Financial Functions…/2FV

calculates the future value of a series of equal payments or an annuity with a

specific interest rate over a specific period of time

Page 19: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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3-19

LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Date and Time FunctionsDate and Time Functions

NOWreturns the serial number of the

current date and time

Page 20: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Date and Time Functions…/2Date and Time Functions…/2

DATEreturns the serial number that

representsa particular date

dates are represented by serial numbers

- allows for calculations

Page 21: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Logical FunctionsLogical Functions

IFperforms conditional tests on values and formulas using true or false test

use nested IF functions in a formula where more than two actions are

required

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Writing a Nested IF FunctionWriting a Nested IF Function

when there are more than two actions requiredwhen there are more than two actions required=IF(E2>89,”A”,IF=IF(E2>89,”A”,IF((E2>79,”B”,IFE2>79,”B”,IF((E2>69,”C”,IFE2>69,”C”,IF((E2>59,”D”E2>59,”D”))))))))

if the number in E2is greater than 89,then the condition

is met and the gradeof A is returned

if the number does not match thefirst condition, Excel looks to the

second condition, and if that conditionis not met, then Excel looks to the third

condition, and so on

FALSE is insertedif none of the

conditions match

insert quotation marksinsert quotation marksbefore and after textbefore and after text

to be insertedto be insertednotice colored parenthesesnotice colored parenthesesrepresent each conditionrepresent each condition

A maximum of seven IF functionsA maximum of seven IF functionscan be nested in a formula.can be nested in a formula.

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Revising a FormulaRevising a Formula

edit in the cell or in theFormula bar text box

press Enter or click Enter button

Excel will recalculate the result of the formula.

Page 24: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Absolute and Mixed Cell ReferencesAbsolute and Mixed Cell References

when a formula is copied:when a formula is copied:a relative cell reference adjusts

an absolute cell reference remains constant

a mixed cell reference does both

identify referenceidentify referencekey a dollar sign ($)

before thecolumn and/or row

cell reference

Use F4 to cycle through cell reference options.

Page 25: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

How do you access the AutoSum function?

Features SummaryFeatures Summary

click AutoSumbutton

ORORInsert, Function,

SUM

Page 26: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

How do you display the Insert Function dialog box?

Features SummaryFeatures Summary

ORORInsert Function

Insert Function button

Page 27: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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3-27

LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

How do you cycle through cell reference options?

Features SummaryFeatures Summary

Use F4 to cycle through cell reference options.

Page 28: Copyright 2003, Paradigm Publishing Inc. CHAPTER 3 BACKNEXTEND 3-1 LINKS TO OBJECTIVES AutoSum Button Mathematical Operators Mathematical Operators Formula

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LINKS TO

OBJECTIVES• AutoSum Button• Mathematical

Operators• Formula Bar• Copy a Formula• Insert Function

Feature• Write Formulas With

Functions• Absolute and Mixed

Cell References• Features Summary

Coming NextComing Next

ENHANCING A WORKSHEET