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Excel 2013 Intermediate

This document provides an overview of several key Excel functions and features including relative and absolute referencing, functions such as SUM and IF, sorting and filtering data, working with multiple worksheets, and basic charting. Relative referencing allows formulas to adjust automatically when copied, while absolute referencing keeps formulas static. Functions perform calculations and common ones are described. Sorting and filtering help organize data. Multiple worksheets can be selected and grouped. Charts visually represent data relationships.

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Helder Durao
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73 views9 pages

Excel 2013 Intermediate

This document provides an overview of several key Excel functions and features including relative and absolute referencing, functions such as SUM and IF, sorting and filtering data, working with multiple worksheets, and basic charting. Relative referencing allows formulas to adjust automatically when copied, while absolute referencing keeps formulas static. Functions perform calculations and common ones are described. Sorting and filtering help organize data. Multiple worksheets can be selected and grouped. Charts visually represent data relationships.

Uploaded by

Helder Durao
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Intermediate Excel 2013

Relative & Absolute Referencing


Relative Referencing
When you copy a formula to another cell, Excel automatically adjusts the cell reference to refer to
different cells relative to the position of the formula.
Example: If you have a formula B1+C1 and you copy the formula down one cell, it will adjust to
B2+C2.
Absolute Referencing
Sometimes you do not want the formula to adjust. You want to copy the exact formula. An
absolute cell reference in a formula, such as $A$1, always refers to a cell in a specific location.
By default, new formulas use relative references, and you need to switch them to absolute
references.
To Apply Absolute Referencing in a Formula:
1) Position your cursor at the location in the formula bar where the formula exists
2) Reposition the cursor if necessary
3) Press the F4 key on the keyboard

Functions
As we have previously seen, the power of Excel lies in its ability to perform calculations. The real
strength of this is shown in Functions.
The Parts of a Function
The order in which you insert a function is important. Each function has a specific order (syntax)
which must be followed for the function to work properly. The basic syntax to create a formula
starts with an equal sign (=), the function name (for example, SUM), and an argument.
Arguments contain the range of cells you want the formula to calculate.

1 - 15

Statistical Functions Defined:


=SUM(range of cells) returns the sum of the selected cells
=AVERAGE(range of cells) returns the average of the selected cells
=MAX(range of cells) returns the highest value of the selected cells
=MIN(range of cells) returns the lowest value of the selected cells
=COUNT(range of cells) returns the number of values of the selected cells
=COUNTA(range of cells) returns the number of cells that contain text/numbers within the
selected cells

Creating Functions
Manually Creating a Basic Function:
1) Select the cell where the result will appear
2) Type the equal sign (=) and enter the function name (SUM, for example)
3) Highlight the cells for the argument
4) Press Enter
Using the Function Commands:
The function command allows you to automatically return the results for a range of cells for
common functions such as SUM and AVERAGE.
1) Select the cell where the result will appear
2) Click on the Home tab
3) In the Editing group, click on the AutoSum drop-down arrow and select the function you
desire
4) A formula will appear in the selected cell. If logically placed, Excel will select your cells for
you. Otherwise, you will need to highlight the cells to choose the argument.
5) Press Enter

IF Function
The IF function returns one value if a condition you specify is TRUE, and another value if that
condition is FALSE. For example, the formula
=IF(A1>75,"Pass","Fail") will return "Pass" if A1 is greater than 75, and "Fail" if A1 is less than or
equal to 75.
Creating an IF Function:
This example is using the IF function to determine a pass or fail grade:
1) Select the cell where the result will appear
2) Click on the Home tab
3) In the Editing group, click on the AutoSum drop-down arrow and select More Functions
4) Select the category Logical from the drop-down list
2

5) Select IF from the list


6) Click OK

7) Click in Logical_test and type A1>75


8) Click in Value_if_true and type "Pass"
9) Click in Value_if_false and type "Fail"
10) Click OK
Note: When you wish to have text or a value returned, it has to be within double quotes. If
you wish to leave the cell blank, you must enter 2 double quotes

Order of Operation
When more than one operator is used in a formula, there is a specific order Excel follows to
perform these mathematical operations. This order of operation can be changed by adding
parentheses to the equation.
Mathematical Operators

Order of Operation

Subtraction ( - )
Addition ( + )
Division ( / )
Multiplication ( * )
Exponentiation ( ^ )

Parentheses
Exponents
Multiplication
Division
Addition
Subtraction

How the Order of Operation Works


Any operation(s) in parentheses will be calculated first, followed by any exponents. After that,
Excel calculates multiplication and/or division operations (both equally) in the order they occur
Left-to-right in the equation. Then Excel looks for addition and/or subtraction and processes the
one that comes first as well.

Sorting and Filtering Data


When working with large spreadsheets with many rows of data it can be helpful to sort and filter
the information to find what you are looking for.

Sorting Data:
To Create a Simple Sort:
1) Click in the column you wish to sort by
2) Click on Sort & Filter on the Home tab in the Editing group
3) Select either the Sort A to Z
or Sort Z to A

To Create a Custom Sort:


1) Click anywhere within the data
2) Click on Sort & Filter on the Home tab in the Editing group
3) Click on Custom Sort
4) Click on the Sort by drop-down arrow under Column and select the primary sort field
5) Click on the Then by drop-down arrow and select the secondary sort field

6) Repeat steps if there are additional sort fields (you can choose up to 64 levels)
7) Click OK

Filtering Data:
Using Autofilter to filter data is a quick and easy way to find and work with a subset of data in a
range of cells or table.
1) Click within the data range to be filtered
2) Click on Sort & Filter on the Home tab in the Editing group
3) Click on Filter
The first row of the data becomes the filtering row.

4) Click on the down arrow next to the heading of the column you want to filter by
5) Select the criteria
6) Click OK
You may filter by more than one column:

The example below is filtered by the Prereq = Comp 1. Note the status bar - 2 out of 6 records
found.

Clearing the Filter:


1) Click on Sort & Filter on the Home tab in the Editing group
2) Click on Filter
3) Click on Clear

Custom Autofilter
Custom Autofilter allows you to locate records that either match all criteria or meet one or the
other criteria. You can use this method for more flexibility when filtering text.
1)
2)
3)
4)
5)

Click on the down arrow next to the heading of the column you want to filter by
Select Text Filters
Click on one of the comparison filters
Type the text to filter
Click OK

To choose additional criteria, select And or Or; then specify the data for the second criteria.
Choosing "And" means that both criteria must be met; choosing "Or" means that either criteria can
be met.

Working with Multiple Worksheets


By clicking on worksheets at the bottom of the window, you can quickly select a different sheet. If
you want to enter or edit data on several worksheets at the same time, you can group worksheets
by selecting multiple sheets.
Selecting a Single Sheet
Click on the sheet tab
If you don't see the tab that you want, click the tab scrolling buttons to display the tab.

Selecting Multiple Sheets - Adjacent


Click the tab for the first sheet and hold down SHIFT while you click the tab for the last sheet.
Selecting Multiple Sheets Non-adjacent
Click the tab for the first sheet and hold down CTRL while you click the tabs of the other sheets
that you want to select.
Selecting All Sheets in a Workbook
Right-click a sheet tab and then click Select All Sheets on the shortcut menu.
Note: When multiple worksheets are selected, [Group] appears in the title bar at the top of
the worksheet.
Ungrouping Multiple Sheets
Click any unselected worksheet or if no unselected sheet is visible, right-click the tab of a selected
sheet and click Ungroup Sheets.
7

Charting
Creating a chart in Excel allows you to further analyze your data and look at it another way.
To Create a Chart:
1) Select the data to be charted (include the column(s) and row(s) labels)
2) Click the Insert tab
3) Click the chart type you would like in the Charts group
4) Click on a chart style

Modifying the Chart:


When a chart is selected the tab Chart Tools becomes available. Chart Tools has two chart
tabs: Design and Format. Click on Design to change the style of your chart or change the way the
data is displayed. Click on Format to change the style and or color of the chart lines, shapes, etc.

You can also modify the chart by clicking on the icons that appear on the right of the chart when it
is selected.
Chart Elements Add, remove or change chart elements such as title, legend, gridlines, etc.
Chart Styles Choose a style and color scheme for your chart.
Chart Filters Edit what data points and names are visible on your chart.

To Move the Chart to a New Location on the Page:


1) Position your mouse in an empty area of the chart
2) Make sure your mouse has the appearance of a four-headed arrow
3) Click and drag the chart to a new location
To Size the Chart:
1) Click once on the chart to select it
2) Position your mouse on one of the corners of the chart
3) Notice the mouse shape changes into a two-headed arrow
4) Click and drag to size the chart

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