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BA excel

The document explains various Excel functions and features, including VLOOKUP, XLOOKUP, INDEX, MATCH, and conditional formatting. It highlights the differences between summarizing and analyzing data in Pivot Tables, as well as the use of COUNTIF and COUNTIFS functions. Additionally, it provides examples for each function to illustrate their usage in data management.

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donk95240
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6 views

BA excel

The document explains various Excel functions and features, including VLOOKUP, XLOOKUP, INDEX, MATCH, and conditional formatting. It highlights the differences between summarizing and analyzing data in Pivot Tables, as well as the use of COUNTIF and COUNTIFS functions. Additionally, it provides examples for each function to illustrate their usage in data management.

Uploaded by

donk95240
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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1. VLOOKUP ### 9.

Differences Between Summarize and Analyze in


Explanation: Pivot Table
VLOOKUP (Vertical Lookup) is a function in Excel that - **Summarize**: Typically refers to aggregate data (e.g.,
searches for a value in the first column of a range and returns sum, average).
a value in the same row from a specified column. - **Analyze**: Involves examining the summarized data to
**Syntax:** derive insights (e.g., filtering, drilling down).
VLOOKUP(lookup_value, table_array, col_index_num,
[range_lookup]) **Example:**
- `lookup_value`: The value you want to search for. Summarizing could give total sales by product, while
- `table_array`: The range of cells that contains the data. analyzing would involve examining trends or patterns.
- `col_index_num`: The column number in the table from
which to retrieve the value. ### 10. Group By in Pivot Table
- `range_lookup`: TRUE for approximate match, FALSE for Grouping allows you to organize data into categories.
exact match.
**Example:** **Example:**
Assume you have a table: To group sales data by month:
| ID | Name | Salary | 1. Create a Pivot Table with your data.
|1 | John | 50000 | 2. Drag the date field to Rows.
|2 | Mary | 60000 | 3. Right-click on a date and select "Group."
|3 | Sam | 55000 | 4. Choose to group by months.
To find the salary of employee with ID 2:
=VLOOKUP(2, A2:C4, 3, FALSE) This allows you to see total sales by month.
This will return **60000**
### 2. XLOOKUP Feel free to ask if you need further clarification on any topic!
**Explanation:**
XLOOKUP is a more flexible and powerful function than
VLOOKUP. It can search both vertically and horizontally.
**Syntax:**
XLOOKUP(lookup_value, lookup_array, return_array,
[if_not_found], [match_mode], [search_mode])
```
- `lookup_value`: The value to search for.
- `lookup_array`: The array to search in.
- `return_array`: The array from which to return the value.
- `if_not_found`: Value to return if not found.
- `match_mode`: 0 for exact match, -1 for exact match or
next smaller.
- `search_mode`: 1 for first-to-last, -1 for last-to-first.

**Example:**
Using the same table as above:
```
=XLOOKUP(2, A2:A4, C2:C4, "Not Found")
```
This will return **60000**.

### 3. Fetch Entire Data


To fetch an entire row or data using a formula, you can use
INDEX or MATCH functions, or simply select the data
range.

**Example:**
If you want to fetch all data for ID 2:
```
=INDEX(A2:C4, MATCH(2, A2:A4, 0), 0)
```
This will return all values (ID 2, Name Mary, Salary 60000).

### 4. Employee Target Check Program


**Example:**
You can use a simple IF statement to check if an employee
meets their target.
=IF(B2 >= Target, "Target Met", "Target Not Met")
```
Assuming B2 contains the employee's sales and Target is the
target value.

### 5. Nested IF Example


Nested IFs can be used to evaluate multiple conditions.

**Example:**
```
=IF(A2 >= 90, "Excellent", IF(A2 >= 75, "Good", IF(A2 >=
50, "Average", "Poor")))
```
This checks a score in A2 and categorizes it.

### 6. INDEX and MATCH


**Explanation:**
INDEX returns the value of a cell in a specific row and
column, while MATCH returns the position of a value in a
range.

**Example:**
```
=INDEX(C2:C4, MATCH(2, A2:A4, 0))
```
This fetches the salary for ID 2, which returns **60000**.

### 7. Conditional Formatting New Rule


Conditional Formatting allows you to format cells based on
certain conditions.

**Steps:**
1. Select the range you want to format.
2. Go to Home > Conditional Formatting > New Rule.
3. Choose a rule type (e.g., "Format cells that contain").
4. Set the condition and formatting options.
5. Click OK.

### 8. Differences Between COUNTIF and COUNTIFS


- **COUNTIF**: Counts cells that meet a single criterion.
- **COUNTIFS**: Counts cells that meet multiple criteria.

**Example:**
```
=COUNTIF(A2:A10, ">50") // Counts cells greater than 50
=COUNTIFS(A2:A10, ">50", B2:B10, "<100") // Counts
cells in A greater than 50 and in B less than 100
```

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