9.

Advanced Formulas and Functions

1. VLOOKUP
The function is used to look up for a piece of information in a large
segment of data and pull that data to your newly formed table. You have
to visit the function option. The insert function tab will let you enter
‘VLOOKUP’, or you can find it in the list. Once it is selected, a wizard box
will open with a different set of box options.

Lookup_value

This is the option where your typed variables will go to look for the values
in the cells of the
larger table for information.

Table Array

It sets the range of the large table from where the information will be
drawn. It sets the extent of the data you want to pick.

Col_index_num

This command box specifies the column from where data has to be pulled

Range_lookup

Here you enter either true or false. The true option will give the set of
information closest to what you want to find when anything does not
match the variables. When you enter false, it will give you the exact value
you are looking for or will show #N/A when the data is not found.

2. Sum Function

This function is most popularly used to sum a group of numbers in a

particular column. The sum function has a dedicated button for itself in
the Home tab, which can be used to sum after selecting the part of the
column.

3. MAX MIN function

This function is used to pull the maximum and the minimum values
from the selected set of data.To get the maximum value, you have to
enter ‘MAX’ in the function tab and to get the minimum value; you
have to enter ‘MIN’. The function will automatically draw the values
from the primary data table.

4. IF Function

The IF function is used to pull truth and false information regarding a

parameter set in the variable box. The IF statement is written or
broken as:

5. SUMIF Function

SUMIF function helps you to look up for a certain set of information

that matches your criteria.The criteria are entered in a wizard box
which contains the range tab, criteria tab and the sum range tab.

6. COUNTIF Function

The only difference between the previous function and the COUNTIF
function is that the latter does not add up the matching values from the
cells. It just pulls and shows the set to you.

7. AND Function

This function is used to set more than one criterion for searching the
variables. If the variable matches with the multiple criteria, then the
value is returned as True or else the search shows FALSE. The wizard
 box has tabs where you can enter a logical set of criteria to find the
behavior of the selected set of data. The result comes with another
column of TRUE and FALSE on the right side.

8. OR function

The OR function is a little different from the previous AND Function. OR

function checks for
only one criterion to be TRUE and pulls the value, whereas the AND needs
every criterion to
match to give a TRUE result. If no criterion matches, then the FALSE value
comes out.

9. LEFT Function

The LEFT function helps you to pull the part of the data in a selected
column from the left side.
You can set the variable or the extent of data you want in your new column
via commands.

10.RIGHT Function

You can pull apart of data from the selected column set from the right side
of the information by
setting variables in the command box.

11.CONCATENATION Function

This function is the combination of both LEFT and RIGHT Functions in

Excel, where a new
column of data is prepared by setting the variable to pull a particular
section of the data from left
and right.

12.ROUND Function
This function is used to round up data with a lot of digits after the decimal
point for the
convenience of calculation. You do not need to format the cell.

13.Customized MAX MIN

This advanced excel formula helps you to extract the customized MAX and
Min values from the
selected set of cells as per their orders and degrees. You can select the fifth-
highest among the
large data pool easily by inputting proper commands in the array.

14. Choose()

This advanced excel formula is used to remove lengthier IF function

statements and to pull the
particular set of data you want. It is used when there are more than two
outcomes for a,
particularly given condition.

15. PV function
The PV function n Excel is a versatile virtual financial expert which can
calculate the rate,
periods for investment, payment per period, future value and other
arguments based on the input
of the variables.
16. Time functions
There are a lot of functions that are used to show particular information
regarding time.
WEEKNUM() is used to get the particular number of the week at a
particular date.
• WORKDAY() gives the date of the working day when the number of
days is specified.
• NETWORKDAYS() gives the number of working days between two
supplied dates by
excluding the weekends and holidays.
• YEARFRAC() allows a user to find out the fraction of the year when two
dates are
supplied.
• EDATE() gives the specific date when a the number of days after a
particular date is
mentioned.

17. Mathematical functions

There are a set of commands for various mathematical applications to
calculate values in
different segments of mathematics. Finding aggregate, difference, total,
quotient, LCM, GCD,
etc., is a cakewalk with Excel.

10.

Advanced Worksheet Features

What is a Worksheet

The term Worksheet used in Excel documents is a collection of cells

organized in rows and
columns. It is the working surface you interact with to enter data. Each
worksheet contains
1048576 rows and 16384 columns and serves as a giant table that allows
you to organize
information. Typically, a workbook contains several worksheets with
related content and only one of the worksheets is active at a time.
What is in it?

The main characteristics of worksheets can be summarized in the following

list:

• Cells: Each worksheet has a significant number of cells that can be

assigned values and
various formatting options. The Cells property allows you to insert,
manipulate and delete
worksheet cells.

• Rows and Columns: Cells in a worksheet are organized in rows and

columns. The API
of a worksheet allows you insert, manipulate and delete rows and columns.

• Names (Named Ranges): the Worksheet class exposes a Names property

of type
NameCollection that allows you to create, update and manage names.

• UsedCellRange and GetUsedCellRange(): Since each worksheet

contains over a million rows and more than sixteen thousand columns, it is
unlikely to use the full capacity of a worksheet. Typically, a worksheet uses
only a part of the available cells.
Advanced options

Editing options

1. After pressing Enter, move selection Makes an adjacent cell the next

active cell after you press ENTER in the current active cell.
2. Automatically insert a decimal point Select this check box to display
a number with decimal points by default.

Cut, Copy, and Paste

 1. Show Paste Options buttons Select to have Excel automatically
display a dialog box with special options when you paste, such as
Formatting Only and Link Cells.
2. Show Insert Options buttons Select to have Excel automatically
display a dialog box with special options when you insert cells, rows
or columns, such as Formatting Same As Above and Clear
Formatting.

Display options for this workbook

1. Display options for this workbook Select the workbook in this list
box that is affected by the following options.
2. Show horizontal scroll bar Displays the horizontal scroll bar at the
bottom of the worksheet.
3. Show vertical scroll bar Displays the vertical scroll bar on the right
side of the worksheet (when you are using left-to-right language
mode) or on the left side (when you are using right-toleft language
mode).

Display options for this worksheet

1. Display options for this worksheet Select the worksheet in this list
box that is affected by the following options.
2. Show formulas in cells instead of their calculated results Displays
the formulas in cells instead of the values that the formulas produce.
3. Show page breaks Displays page breaks that have been set
automatically by Excel.
4. Show a zero in cells that have zero value Displays a 0 (zero) in cells
that contain zero values.

Formulas

1. Enable multi-threaded calculation Selected by default, this option

enables fast calculation by using multiple processors. Please note that
Excel only supports using up to 64 processor cores.
2. Number of calculation threads Lets you specify the number of
processors that are used for calculation.
Lotus Compatibility

1. Microsoft Office Excel menu key Sets the key that you can use to
access the commands on the Ribbon, a component of the Microsoft
Office Fluent user interface.

2. Transition navigation keys Activates an alternate set of keys for

worksheet navigation, formula entry, label entry, and other actions.

3.

Advanced Data Analysis using PivotTables and Pivot Charts.

Create a PivotTable or PivotChart report

To create a PivotTable or PivotChart report, you need to connect to a data
source and enter the report's location.

1. Select a cell in a range of cells, or put the insertion point inside of a

Microsoft Office Excel table.
Make sure that the range of cells has column headings.

2. Do one of the following:

▪ To create a PivotTable report, on the Insert tab, in the Tables group,
click PivotTable, and then click
PivotTable.

The Create PivotTable dialog box is displayed.

▪ To create a PivotTable and PivotChart report, on the Insert tab, in

the Tables group, click
PivotTable, and then click PivotChart.

The Create PivotTable with PivotChart dialog box is displayed.

3. Select a data source. Do one of the following:

Choose the data that you want to analyze

1. Click Select a table or range.

2. Type the range of cells or table name reference, such as
=QuarterlyProfits, in the
Table/Range box.

If you selected a cell in a range of cells or if the insertion point was in a

table before you started the
wizard, the range of cells or table name reference is displayed in the
Table/Range box.

Alternatively, to select a range of cells or table, click Collapse Dialog to

temporarily hide the
dialog box, select the range on the worksheet, and then press Expand
Dialog .

NOTE If the range is in another worksheet in the same workbook or

another workbook, type the workbook and worksheet name by using the
following syntax: ([workbookname]sheetname!range).

Use external data

3. Click Use an external data source.

4. Click Choose Connection.

The Existing Connections dialog box is displayed.

5. In the Show drop-down list at the top of the dialog box, select the
category of connections
for which you want to choose a connection or select All Existing
Connections (which is the default).

6. Select a connection from the Select a Connection list box, and then click
Open.
NOTE If you choose a connection from the Connections in this Workbook
category, you will be
reusing or sharing an existing connection. If you choose a connection from
the Connection files on
the network or Connection files on this computer categories, the
connection file is copied into the
workbook as a new workbook connection, and then used as the new
connection for the PivotTable
report.

For more information, see Manage connections to data in a workbook.

Enter a location. Do one of the following:

▪ To place the PivotTable report in a new worksheet starting at cell A1, click
New Worksheet.
▪ To place the PivotTable report in an existing worksheet, select Existing
Worksheet, and then type
the first cell in the range of cells where you want to locate the PivotTable
report.
Alternatively, click Collapse Dialog to temporarily hide the dialog box,
select the beginning cell
on the worksheet, and then press Expand Dialog .

Click OK.

An empty PivotTable report is added to the location that you entered with
the PivotTable Field List
displayed so that you can start adding fields, creating a layout, and
customizing the PivotTable report. For
more information, see Create and change the layout of fields in a
PivotTable report.

Create a PivotChart report from an existing PivotTable

Report

1. Click the PivotTable report.

2. On the Insert tab, in the Charts group, click a chart type.

You can use any chart type except xy (scatter), bubble, or stock.

For more information, see Overview of charting, Available chart types, and
Create a chart

Convert a PivotChart report to a static chart

1. Find the associated PivotTable report (associated PivotTable report: The

PivotTable report that supplies the source data to the PivotChart report. It
is created automatically when you create a new PivotChart report.
When you change the layout of either report, the other also changes.) that
has the same name as the

PivotChart report by doing the following:

1. Click the PivotChart report.

2. To find the associated PivotTable report name, on the Design tab, in

the Data group, click Select Data to display the Edit Data Source dialog
box, and then note the associated PivotTable name, which is the text that
follows the (!) exclamation point, in the Chart data range text box and then
click OK.

3. To find the associated PivotTable report, click each PivotTable report in

the workbook, and then on the Options tab, in the PivotTable group, click
Options until you find the same name in the Name text box.

2. Click OK.

3. On the Options tab, in the Actions group, click Select, and then click
Entire PivotTable.

4. Press DELETE.
Create a static chart from the data in a PivotTable report

This procedure creates a regular, noninteractive chart rather than a PivotChart report

1. Select the data in the PivotTable report that you want to use in your chart. To include
field buttons (field
button: Button that identifies a field in a PivotTable or PivotChart report.

2. On the Home tab, in the Clipboard group, click Copy

3. Click a blank cell outside of the PivotTable report.

4. On the Home tab, in the Clipboard group, click the arrow next to Paste, and then
click Paste Special.

5. Click Values, and then click OK.

6. On the Insert tab, in the Charts group, click a chart type.

For more information on charts, see Overview of charting, Available chart types, and
Create a chart.

Delete a PivotTable or PivotChart report

Delete a PivotTable report

1. Click the PivotTable report.

2. On the Options tab, in the Actions group, click Select, and then click Entire
PivotTable.
3. Press DELETE.

Delete a PivotChart report

1. Select the PivotChart report.
2. Press DELETE.

NOTE Deleting the PivotChart report does not automatically delete the associated
PivotTable report.