Prepared by Anup Agarwal

For Students of Unitedworld

Prepared by Anup Agarwal for Students of Unitedworld

Data Interpretation and Presentation

Using Excel for Managerial Application

S# Description
1 Getting Familiar with Excel
What is excel - is it useful
Will I be able to use it
How to use excel
2 Data Entry
What data can be entered
How to input data
3 Simple operations
What does excel do with data
Can I process the data
4 Creating excel sheets
Creating simple financial models
Making excel work for us
Lets process two numbers
Sales Table
Number 1 100 Salesperson Q1 Q2 Q3
Number 2 200 Amit 4 6 7
Sum 300 Ankush 3 6 6
Average 150 Birendra 5 4 8
Difference 100 Indra 4 5 7
Maximum 200 Dilip 3 5 6
Minimum 100 Total 19 26 34

19 26 34
39
Err:504
50
Sales #REF!
Amit #REF!
0.5
5 5 5
Q4 Total
8 25
9 24
7 24
8 24
7 21
39 118

39
Data
Sales 1
8/12/2008 1
0
19 1
22.24 1
1 0
#DIV/0! #DIV/0!

3
COUNT FUNCTION
Description
Counts the number of cells that contain numbers in cells A2 through A8.
Counts the number of cells that contain numbers in cells A5 through A8.
Counts the number of cells that contain numbers in cells A2 through A8, and the value 2

COUNTA
Counts the number of nonblank cells in cells A2 through A8

COUNTBLANK
Counts empty cells in the range A2 through A8

COUNTIF
Counts the number of cells with a given criteria (>15)
Formula
3
2
4

3
Simple IF Examples
IF fetches one of the two values based on a condition
Syntax if(is-this-true?, do this, or this)

Predicted
Actual Expenses Over Budget or OK
Expenses
1500 900 Over Budget
500 900 OK
500 925 OK

Sales Table
Salesperson Q1 Q2 Q3
Amit 4 6 7
Ankush 3 6 6
Birendra 5 4 8
Indra 4 5 7
Dilip 3 5 6
19 26 34
4 q2

Giving reference to a cell in countif 20 5

Q4
8 25
9 24
7 24
8 24
7 21
39
Category Food Sales Discount
Vegetables Tomatoes 2300 200
Vegetables Celery 5500 100
Fruits Oranges 800 34
Butter 400 512
Vegetables Carrots 4200 234
Fruits Apples 1200 345

Description Category Result

Sum of Sales Fruits 2000
Sum of Sales Vegetables 12000
Sum of Sales Foods ending in "es" 4300
Sum of Sales No category 400
Sum of Discount Sales > 5000 100
Sum of Sales Sales > 1000 13200
Daily Measurements First Day Second Day Third Day
Rain (total inches) 3.30 0.80 5.60
Average temperature (degrees) 55.00 39.00 39.00
Average wind speed (miles per hour) 6.50 19.50 6.00

Description Criteria Result

Ave temp >=40 8.80
Ave wind speed <10
Fourth Day
5.50
57.50
6.50
 Simple VLOOKUP Examples
VLOOKUP searches a list for a value in left most column and
Syntax =VLOOKUP( lookup_value, table_array, col_index_num, [range_lookup])

=VLOOKUP( this value, your data table, column number, optional is your table sort

Data
Sales Person No. Customers Net Sales Profit / Loss
Joseph 8 1,592 563
John 8 1,088 397
Josh 8 1,680 753
Jamie 9 2,133 923
Jackie 10 1,610 579
Johnson 10 1,540 570
Jonathan 7 1,316 428
Jagjit 7 1,799 709
?osh 8 1,624 621
Jessy 6 726 236
Javed 9 2,277 966
Jimmy 6 714 221
Juno 9 2,682 1,023

Explanation of Range Lookup is "TRUE"

Table Index Result

1 0.30
2 0.11
3 0.57
4 0.35
5 0.63
6 0.23
7 0.53
10000 0.80
for a value in left most column and returns corresponding value from
able_array, col_index_num, [range_lookup])

data table, column number, optional is your table sorted?)

Questions Answer
1. How much sales did John make? 1088
2. How many customers did Jamie have? 9
3. What is the profit of Jessy? 236
4. How many customers did Joshua have? 6

Homework
Questions Your Answer
1. How many sales for the person in cell G17?
2. Who made more sales - Jamie or Jackie?
3. What is the sale per customer for Jagjit?
4. What is the profit % for person in G17?

Jonathan

Wildcard Characters 1592

1592
1680
1624

=VLOOKUP(2,$B$32:$C$38,2,TRUE) 0.11
=VLOOKUP(2.5,$B$32:$C$38,2,TRUE) 0.11
=VLOOKUP(8,$B$32:$C$38,2,TRUE) 0.53
=VLOOKUP(0.5,$B$32:$C$38,2,TRUE) #N/A
nd returns corresponding value from adjacent columns.

Formula
=VLOOKUP("John",$B$5:$E$17,3,FALSE)
=VLOOKUP("Jamie",$B$5:$E$17,2,FALSE)
=VLOOKUP("Jessy",$B$5:$E$17,4,FALSE)
=VLOOKUP("Joshua",$B$5:$E$17,2,FALSE)

=VLOOKUP("?osep?",$B$8:$E$20,3,FALSE)
=VLOOKUP("*seph",$B$8:$E$20,3,FALSE)
=VLOOKUP("?osh",$B$8:$E$20,3,FALSE)
=VLOOKUP("~?osh",$B$8:$E$20,3,FALSE)
 Simple OFFSET Examples
OFFSET returns a cell or range of cells that is a specified nu
Syntax =OFFSET(reference, rows, cols, [height], [width])
Anchor

Data
Month East West
Jan 510 1,010
Feb 605 1,467
Mar 648 1,034
Apr 155 1,030
May 691 588
Jun 861 694
Jul 379 1,219
Aug 317 610
Sep 928 1,159
Oct 340 746
Nov 443 1,213
Dec 934 1,209
ange of cells that is a specified number of rows and columns from a
s, [height], [width])

=OFFSET(B6,3,2,1,1) 1034
=SUM(OFFSET(B6,5,1,2,2)) 2834
number of rows and columns from a cell or range of cells.
 Simple DATE Examples
DATE returns the number that represents the date in excel
Syntax

6/23/2012
=B6
6:00
=B8
6/23/2012 6:00
=B10
=YEAR(B6)
=B6+5
=DATE(YEAR(B6)+4,MONTH(B6)+2,DAY(B6)+5)
=NOW()
6:45:17
=HOUR(B16)
=TIME(HOUR(B16)+2,MINUTE(B16)+10,SECOND(B16)+70)
presents the date in excel
=DATE(year, month, day)

4/7/2016

6/23/2012 8/12/2012
41083 9/25/2015
6:00 1139
0.25 1139
6/23/2012 6:00 12/31/1899
41083.25 9/23/2018
2012
6/28/2012
8/28/2016
9/23/18 7:20 AM
6:45:17
6
8:56:27
11/12/2012 =EDATE(D6,3)
2015 =YEAR(D7)
9 =MONTH(D7)
25 =DAY(D7)
1 "First Date"
=today()
12/24/2016 12/24/2016
12/24/2016 42728
1 1
Simple ROUND Examples
Rounds a number to a specified number of digits
Syntax =Round(number, num_digits)
=Roundup(number, num_digits)
=Rounddown(number, num_digits)
=mround(number, multiple)

Number Formula Result

5,234.450 =ROUND(A9,-4) 10000.00
5,234.450 =ROUND(A10,-3) 5000.00
5,234.450 =ROUND(A11,-2) 5200.00
5,234.450 =ROUND(A12,-1) 5230.00
5,234.450 =ROUND(A13,0) 5234.00
5,234.450 =ROUND(A14,1) 5234.50
5,234.450 =ROUND(A15,2) 5234.45
5,234.450 =ROUND(A16,2) 5234.45
5,234.450 =ROUND(A17,2) 5234.45
5,234.450 =ROUNDUP(A18,-2) 5300.00
5,234.450 =ROUNDDOWN(A19,-2) 5200.00
5,234.450 =MROUND(A20,50) 5250.00
The following example illustrates how we can cap values in a particular array. Here the value is capped at 10 using IF function
Input array Output array
1 1
2 2
3 3
4 4
5 5
6 6
7 7
8 8
9 9
10 10
11 10
12 10
13 10
14 10
15 10
16 10
17 10
18 10
19 10
20 10
21 10
22 10
23 10
24 10
25 10
s capped at 10 using IF function
 Fruit Sales - Last Year
Month Apples Bananas Oranges Kiwifruit Pears Grapes
January 2,298 6,899 4,924 3,349 3,310 4,847
February 3,513 6,755 4,445 3,900 4,525 5,362
March 4,930 6,541 3,851 4,336 5,993 5,899
April 5,883 6,033 3,400 4,892 6,961 6,853
May 6,238 5,823 3,020 5,218 7,447 5,471
June 6,567 5,968 3,412 4,764 7,584 4,534
July 6,214 6,333 3,567 4,523 7,393 4,223
August 6,001 6,544 4,000 4,501 7,110 4,137
September 5,800 6,845 4,256 4,220 6,638 3,998
October 5,527 7,000 4,873 3,877 6,275 3,556
November 3,915 7,216 5,215 3,712 4,842 3,111
December 2,565 7,283 5,521 3,556 3,456 2,790
Totals 59,449 79,241 50,484 50,848 71,534 54,782
r
Peaches Nectarines Total
5,902 5,310 36,840
7,234 7,773 43,506
5,110 8,219 44,879
3,522 6,989 44,533
1,276 4,536 39,029
1,227 1,873 35,930
1,200 1,198 34,651
1,242 1,242 34,777
1,190 1,188 34,134
1,195 1,222 33,526
1,213 1,432 30,657
1,887 2,138 29,196
32,200 43,120 441,657