MIS: Chapter 7: Data Base and Data Warehouses Cumulative concepts, features and functions, plus new...

MIS: Chapter 7: Data Base and Data Warehouses

Cumulative concepts, features and functions, plus new functions

COUNTIFS, SUMIFS, AVERAGEIFS

All assigned course Homework and Lab Assignments plus BCS- Part 1

•Financial Functions•PMT•NPER•RATE•FV•PV

•Text Functions•FIND•LEFT•LEN•RIGHT•CONCATENATE•UPPER•LOWER•PROPER•ISTEXT•MID•EXACT•REPLACE•TRIM •CLEAN •REPLACE

•Date & Time Functions•DATEDIF•TODAY•NOW•YEARFRAC•DATE•YEAR•MONTH•DAY•WEEKDAY•HOUR•MINUTE •SECOND

Microsoft® Excel® Date Functions

Syntax:

=TODAY()

Arguments:None


Description:

•Returns the serial number of the current date.

Remarks:

• If the cell format was General before the function was entered, Excel changes the cell format to Date.• If you want to view the serial number, you must change the cell format to General or Number.• The TODAY function is useful when you need to have the current date displayed on a worksheet, regardless of when you open the workbook.• The TODAY function is dependent on your computer’s system clock being correct.

Errors:

None


=TODAY()


Syntax:

=NOW()

Arguments:

None


Description:

•Returns the serial number of the current date and time.

Remarks:

• If the cell format was General before the function was entered, Excel changes the cell format to the same date and time format that is specified in the regional date and time settings in Control Panel. • The NOW function is useful when you need to display the current date and time on a worksheet or calculate a value based on the current date and time, and have that value updated each time you open the worksheet.• Numbers to the right of the decimal point in the serial number represent the time; numbers to the left represent the date.• The results of the NOW function change only when the worksheet is calculated or when a macro that contains the function is run. It is not updated continuously.

Errors:

None


=NOW()


Syntax:

=YEARFRAC(start_date,end_date,[basis])

Arguments:•start_date Required

A date that represents the start date.

•end_date RequiredA date that represents the end date.

•basis OptionalThe type of day count basis to use.


Description:•Calculates the fraction of the year represented by the number of whole days between two dates (the start_date and the end_date).

Remarks:•Use the YEARFRAC worksheet function to identify the proportion of a whole year's benefits or obligations to assign to a specific term.•Dates should be entered by using the DATE function, or as results of other formulas or functions.•All arguments are truncated to integers.

Errors:#VALUE – If start_date or end_date are not valid dates#NUM! – If basis < 0#NUM! – If basis > 4


=YEARFRAC(A2,A3,A4)

What is the fraction of the year between the two dates?


=YEARFRAC(A2,A3,A4)=0.583333333

What is the fraction of the year between the two dates?


Syntax:

=DATE(year,month,day)

Arguments:•year Required

The year of the date you want to output.

•month RequiredThe month of the date you want to output.

•day RequiredThe day of the date you want to output.


=DATE (B1,B2,B3)=2/20/2012

What is the date using the information give below?


Syntax:

=YEAR(serial_number)


The date you wish to find the year of.


Syntax:

=MONTH(serial_number)

Arguments:•serial_number Required

The date you wish to find the month of.


Syntax:

=DAY(serial_number)


The date you wish to find the day of.


=YEAR(A1)=2035

What is the year, month, and day of the date below?

=MONTH(A1)=5

=DAY(A1)=29

CELL A1 - 5/29/2035


Syntax:

=HOUR(serial_number)

Arguments:•Serial_number Required

the time value to extract the hour from. It may be expressed as a string value, a decimal number, or the result of a formula.


=HOUR(A6)=12

What is the number that will be displayed in A7?


Syntax:

=MINUTE(serial_number)




Syntax:

=SECOND(serial_number)




Syntax:

=DATEDIF(startdate,enddate,interval)

Arguments:•startdate Required

A date that represents the start date.

•enddate RequiredA date that represents the end date.

•interval RequiredThe type of day count basis to use.


Syntax:

=DATEDIF(startdate,enddate,interval)

Arguments:•interval Required

The type of day count basis to use.


Description:

•Computes the difference between two dates in a variety of different intervals.

Remarks:

• If you have the interval in another cell referenced by the formula, that cell should not have quotes around the interval string.•When calculating date intervals, DATEDIF uses the year of startdate, not enddate when calculating the yd, ym and md intervals

Errors:

#VALUE – If start_date or end_date are not valid dates#NUM! – If start date is not less than or equal to the end date


=DATEDIF(A2,A3,”d”)

What is the difference in days between the two dates?


=DATEDIF(A2,A3,”d”)=210

What is the difference in days between the two dates?

FIND=FIND(find_text,within_text,[start_num])

LEFT=LEFT(text,[num_chars])

LEN=LEN(text)

RIGHT=RIGHT(text,[num_chars])

UPPER=UPPER(text)

LOWER=LOWER(text)

PROPER=PROPER(text)

Microsoft® Excel® Text Functions

Syntax:

=FIND(find_text,within_text,[start_num])

Arguments:•find_text Required

The text you want to find.

•within_text RequiredThe text string containing the text you want to find.

•start_num OptionalSpecifies the character at which to start the search.


Description:•Locates one text string within a second text string, and returns the number of the starting position of the first text string from the first character of the second text string

Remarks:•FIND always counts each character.•The first character in within_text is character number 1.• If you omit start_num, it is assumed to be 1.•FIND is case sensitive.• If find_text is "" (empty text), FIND matches the first character in the search string (that is, the character numbered start_num or 1).


Errors:#VALUE! – If find_text does not appear in within_text

#VALUE! – If start_num is not greater than zero

#VALUE! – If start_num is greater than the length of within_text


A

11 Miriam McGovern

=FIND(“M”,A11)=1


A

11 Miriam McGovern

=FIND(“M”,A11,3)=8


A

11 Miriam McGovern

=FIND(“m”,A11)=6


Syntax:

=LEFT(text,[num_chars])

Arguments:•text Required

The text string that contains the characters you want to extract.

•num_chars OptionalSpecifies the number of characters you want LEFT to extract.


Description:•Returns the first character or characters in a text string, based on the number of characters you specify

Remarks:•LEFT always counts each character.•Num_chars must be => 0.


A

1 Data

2 Sale Price

=LEFT(A2,4)=Sale


A

1 Data

2 Sale Price

3 Sweden

=LEFT(A3)=S


Syntax:

=LEN(text)


The text whose length you want to find.


Description:•Returns the number of characters in a text string.

Remarks:•Spaces count as characters.


A

1 Data

2 Phoenix, AZ

3

4

5

6 One

=LEN(A2)=11


A

1 Data

2 Phoenix, AZ

3

4

5

6 One

=LEN(A4)=0


A

1 Data

2 Phoenix, AZ

3

4

5

6 One

=LEN(A6)=8


Syntax:

=RIGHT(text,[num_chars])



•num_chars OptionalSpecifies the number of characters you want RIGHT to extract.


Description:•Returns the last character or characters in a text string, based on the number of characters you specify.

Remarks:•RIGHT always counts each character.•Num_chars must be => 0.


A

1 Data

2 Sale Price

3

4 Stock Number

=RIGHT(A2,5)=Price


A

1 Data

2 Sale Price

3

4 Stock Number

=RIGHT(A2,LEN(A2)-FIND(“ “,A2))=RIGHT(A2,10-5)=RIGHT(A2,5)=Price


A

1 Data

2 Sale Price

3

4 Stock Number

=RIGHT(A4)=r


Syntax:

=MID(text,start_num,num_chars)



•start_num RequiredSpecifies the number of character you want to start extracting from.

•text RequiredSpecifies the number of characters you want to extract.


=MID(A1,11,6)=string

=MID(A3,4,2)=is


Syntax:

=UPPER(text)


The text you want converted to uppercase.


Description:•Converts text to uppercase.

Remarks:•Text can be a reference or text string.


=UPPER(A2)=TOTAL


=UPPER(A3)=YIELD


Syntax:

=LOWER(text)


The text you want converted to lowercase.


Description:•Converts all uppercase letters in a text string to lowercase.

Remarks:•LOWER does not change characters in text that are not letters.


=LOWER(A2)=e.e. cummings


=LOWER(A3)=apt. 2b


Syntax:

=PROPER(text)


Text enclosed in quotation marks, a formula that returns text, or a reference to a cell containing the text you want to partially capitalize.


Description:•Capitalizes the first letter in a text string and any other letters in text that follow any character other than a letter.

Remarks:•PROPER converts all other letters to lowercase letters.


=PROPER(A2)=This Is A Title


=PROPER(A3)=2-Cent’S Worth


=PROPER(A4)=76Budget


Syntax:

=REPLACE(old_text,start_num,num_chars,new_text)

Arguments:

•old_text RequiredText for which some portion is to be replaced.

•start_num RequiredStarting position of the replacement in the old text.

•num_chars RequiredHow many characters from the starting position to replace in the old text.

•new_text RequiredText to replace the defined portion of the old text.


=REPLACE(A1,10,7,B1)=I made a passing grade in the class!

=REPLACE(A3,3,4,B3)=I love learning about Excel!


Syntax:

=TRIM(text)


text is the text value to remove the leading and trailing spaces from.


Syntax:

=CLEAN(text)


is the value that has all nonprintable characters removed from.


Syntax:

=ISTEXT(value)

Arguments:•value Required

the value that you want to test. If value is a text value, this function will return TRUE. Otherwise, it will return FALSE.


Syntax:

=ISTEXT(text, old_text, new_text, [nth_appearance])


the original string to use to perform the substitution.•old text Required

the existing characters to replace.•new text Required

the new characters to replace old_text with.•nth_apprenace Optional

the new characters to replace old_text with.

Example:

Example: Substitute “4” for the second “t” in A2.

PMT=FIND(find_text,within_text,[start_num])

NPER=LEFT(text,[num_chars])

RATE=LEN(text)

FV=RIGHT(text,[num_chars])

PV=UPPER(text)


Syntax:

=PMT(rate, nper, pv, [fv], [type])

Arguments:•rate Required

is the interest rate for the loan.•nper Required

is the total number of payments for the loan.•pv Required

is the present value, or the total amount that a series of future payments is worth now; also known as the principal.

•fv Optional is 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.

•Type Optional is the number 0 (zero) (at the end) or 1(at the beginning) and indicates when payments are due.


Syntax:

=NPER(rate, pmt, pv, [fv], [type])

Arguments:•rate Required

is the interest rate for the loan.•pmt Required

is 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.

•pv Required is the present value, or the total amount that a series of future payments is worth now; also known as the principal.




Syntax:

=RATE(nper, pmt, pv, [fv], [type])

Arguments:•nper Required

is the total number of payments for the loan.•pmt Required


•pv Required is the present value, or the total amount that a series of future payments is worth now; also known as the principal.




Syntax:

=PV(nper, pmt, rate, [fv], [type])




•rate Requiredis the interest rate for the loan.




Syntax:

=FV(nper, pmt, rate, [pv], [type])




•rate Requiredis the interest rate for the loan.

•pv Optional is the present value, or the total amount that a series of future payments is worth now; also known as the principal.


Example: You bought a car for $16,000. You were given a loan for 3 years at 6.25%. Calculate the monthly payment.

=PMT(B3/12,B2*12,-B1)=488.57

MIS: Chapter 7: Data Base and Data Warehouses Cumulative concepts, features and functions, plus new...

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Transcript of MIS: Chapter 7: Data Base and Data Warehouses Cumulative concepts, features and functions, plus new...