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WST Excel Formulas

FORMULA casing Functions proper upper lower string Manipulation and left right find INDIRECT DATEVALUE Lookup Functions if CHOOSE offset error Checking ISERROR ISNA ISBLANK SELECTED USEFUL EXCEL FORMULAS.

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anish710
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19 views

WST Excel Formulas

FORMULA casing Functions proper upper lower string Manipulation and left right find INDIRECT DATEVALUE Lookup Functions if CHOOSE offset error Checking ISERROR ISNA ISBLANK SELECTED USEFUL EXCEL FORMULAS.

Uploaded by

anish710
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as PDF, TXT or read online on Scribd
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SELECTED USEFUL EXCEL FORMULAS

FORMULA DESCRIPTION SYNTAX


Casing Functions
PROPER change text string to proper casing =PROPER(text or cell reference)
UPPER change text string to upper casing =UPPER(text or cell reference)
LOWER change text string to lower casing =LOWER(text or cell reference)

String Manipulation
& concatenate text and cells together =A1&"text"&A2
LEFT return N # of characters from the left =LEFT(text,num_chars)
RIGHT return N # of characters from the right =RIGHT(text,num_chars)
FIND find the first specified character in a text string =FIND(find_text,within_text,start_num)

INDIRECT returns reference specified by a text string =INDIRECT(ref_text)


DATEVALUE converts a date to corresponding number =DATEVALUE(date_text)

Lookup Functions
VLOOKUP looks for a value in Nth column of a vertical array of data =VLOOKUP(lookup_value,table_array,col_index_num,range_lookup)
HLOOKUP looks for a value in Nth row of a horizontal array of data =HLOOKUP(lookup_value,table_array,row_index_num,range_lookup)
MATCH returns relative position of a value in an array =MATCH(lookup_value,lookup_array,match_type)

Switches
IF performs an action based on a logical test =IF(logical_test,value_if_true,value_if_false)
CHOOSE chooses an action or value based on a number =CHOOSE(index_num,value1,value2,...)
OFFSET returns a value in a cell offset from a reference cell =OFFSET(reference,rows,cols,height,width)

Error Checking
ISERROR checks if a value/formula is an error =ISERROR(value)
ISNA checks if a value/formula is N/A =ISNA(value)
ISBLANK checks if a cell is blank =ISBLANK(value)

Mathematical Calculations
MAX returns the largest value of an array of numbers =MAX(number1,number2,...)
AVERAGE returns the average of an array of numbers =AVERAGE(number1,number2,...)
MEDIAN returns the median of an array of numbers =MEDIAN(number1,number2,...)
MIN returns the smallest value of an array of numbers =MIN(number1,number2,...)

Financial Calculations
NPV returns net present value of a series of values =NPV(rate,value1,value2,...)
IRR returns internal rate of return of a series of values =IRR(values)
PV returns present value of a future value or series of values =PV(rate,nper,pmt,fv,type)
FV returns future value of a present value or series of values =FV(rate,nper,pmt,pv,type)
RATE returns interest rate given a series of values =RATE(nper,pmt,pv,fv,type)

WALL ST. TRAINING ® Hamilton Lin, CFA, www.wallst-training.com

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