Summarize Data Using a Formula

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Microsoft Excel 2007 Objective 3: Creating and Modifying Formulas

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Transcript of Summarize Data Using a Formula

Page 1: Summarize Data Using a Formula

Microsoft Excel 2007Objective 3: Creating and Modifying Formulas

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In the Lesson you will learn how to:1. Reference data in formulas2. Summarize data using formulas3. Summarize data using subtotals4. Conditionally summarize data using a

formula5. Lookup data using a formula6. Use conditional logic in a formula7. Format or modify text using formulas, and8. Display and print formulas

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Summarize Data Using a Formula• Create a Basic Formula• Create a Function Formula• Commonly Used Excel Functions

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Create a Formula1. Click the cell where you want to formula to

appear2. Type =3. Click a cell containing the first value you want to

include You may also enter a value manually

4. Type an operand such as +, -, /, or *5. Click a cell containing the next value you want to

include6. Enter operands and other cells or values as

necessary and press [Enter]

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Create a Function Formula1. Click a cell where you

want the formula result to appear

2. Click the Formulas tab then click the Insert Function button in the Function Library group

3. In the Insert Function dialog box select the appropriate function and click OK

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Create a Function Formula4. In the Function

Arguments dialog box specify the appropriate settings or cells, then click OK

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Commonly Used Excel FunctionsFunction Example Results

SUM =SUM(A4:C4) The total of values in the range

MIN =MIN(A4:C4) The lowest value in the range

MAX =MAX(A4:C4) The highest value in the range

COUNT =COUNT(A4:C4) The # of cells that contain numbers

COUNTA =COUNTA(A4:C4) The # of cells that aren’t empty

AVERAGE =AVERAGE(A4:C4)

The average of the values in the range

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Summarize Data Using SubtotalsCreate, Filter, Sort, and Subtotal a listRemove a Filter and Subtotals

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Create a List Type related data in rows and columns,

with column headers describing each columns data

Type additional rows and columns as needed making sure there are no empty rows or columns between data

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Filter a List1. Click inside the list range2. Click the Data tab then the Filter

button3. Click the list arrow at the top of the

column you want to filter4. Click Select All to remove all check

marks5. Click the check boxes for the items you

wish to display and click OK

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Remove a Filter1. Click inside the

list range2. Click the Data

tab then the Filter button to deselect the button and remove the Filter arrows

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Sort a List1. Click inside the list

range2. Click the Data tab

then the Sort button

3. In the Sort dialog box choose what to sort by and the order

4. Add additional levels if necessary

5. Click OK

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Subtotal a List1. Click the inside

the list range and filter the list

2. Click the Subtotal button on the Data tab

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Subtotal a List3. In the Subtotal dialog

box click the At each change in list arrow then select the field by which you sorted

4. Click the Use function list arrow then click a function to summarize the data

The functions that are available are: SUM, COUNT, AVERAGE, MAX, and MIN

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Remove Subtotals Click in the list range containing

subtotals Click the Data tab then the Subtotal

button In the Subtotal dialog box click Remove

All

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Lesson Review Open the Excel worksheet above named

Basic Formulas and complete to the best of your ability