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Sums and Functions

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FORMULAE

Spreadsheet formulae usually contain numbers, arithmetical operators and cell references.  They can be typed in directly or Excel can help build them for you.  You can use all the standard mathematical operators in your formula; e.g. () + – / *. A spreadsheet is an excellent platform to work out sums and functions.

ENTERING A FORMULA

Activate the cell in to which you want to enter the formula.

Enter “= (equals)”

Type in the formula by hand or:

Click in to each of the cells, adding the relevant operators (+/* – etc.) where appropriate.

Click on the tick to accept the formula or press enter.

In the example below; column B holds information on the Cost Price of the products listed in column A. 

formula

Column C requires a formula to calculate a 10% Mark Up on the Cost Price for each product. Cell D3 requires the total of the Cost Price and the Mark Up columns giving the Retail Price.

Once the Mark Up price has been calculated, working out the Retail Price is quite easy.Type = in cell D3 (this is the cell where you want the answer to appear), click in to cell B3, select the plus option and click in to cell C3. 

sums

The last thing that you should always do is check the formula, if you are happy with it, click the tick or press enter.

check formula

The next step in the process is utilising the AutoFill feature to fill the formula down each row. There are always several ways to complete the task in Excel.  In the previous example, the formula that you have just completed to work out the Retail Price can be repeated for each product.  It is quite permissible for you to repeat the process and type each formula out manually on each row.  However, because both parts of the formula are on the same row in this example you can use the AutoFill feature.

AutoFill

The small black cross will appear when you move your mouse pointer over the bottom right hand corner of any selected cell or cells. 

fill down

Once the small black cross appears simply click and drag down the appropriate number of rows and the formula will be copied down.  Note:  You can also double click the small black cross and the formula will fill down, until it hits a gap or information in a cell.

fill

The next step in our little example is to total each column.  There are two ways that we can do this.  One, use the formula =B3+B4+B5 etc. or two, use a Function called AutoSum.  This function has been designed to add up lists or ranges, as they are called in Excel.

Both examples will provide the correct result however; you will be restricted by using multiple + symbols. 

AutoSum function

The AutoSum function is the most common function used Excel and therefore it appears in more than one place on the Ribbon.  The AutoSum feature is at the right side of the home ribbon.

The first thing you must do is click in the cell where you want the answer to appear. Then click the AutoSum button. 

autosum

The function will guess what you want to add up, you must check that it is correct before clicking the tick or pressing enter. 

sum function

In the example below the function has guessed correctly so it is safe to click the tick or press enter.

Once again, all the elements in this formula are in the same column so you can use the AutoFill feature to drag the formula in to column D. 

Make sure that you see the small black cross in the bottom right hand corner before you start to drag.

drag formula

The results are displayed under each column as shown below.

results

In the following example, I want to look at what happens when the AutoSum or any other function for that matter does not pick up the correct range of cells.

gaps

As you can see from the example above the blank row has caused a problem. 

The AutoSum feature guesses that you want to add up the figures up to the gap and not beyond it.

You will now need to intervene if you want all of column B to be added together.

solve across a gap

In the example above, I have selected the first cell that I want to add and then with the large white cross, selected the rest of the cells. 

Make sure that you check the formula, before clicking the tick.

resulting answer
Steve Says   I cannot emphasise enough; how important it is to check the cell references on the formula bar.  I always recommend that new users select the tick on the formula bar to accept formulae rather than pressing enter, that way they are always physically checking a formula before accepting it.   If things go wrong, click the Red Cross on the Formula bar and start again.    

Sums and functions are easy to do in Excel but checking the formula is the most important part when dealing with sums and functions.

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CountIF in under 60 seconds

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CountIF in less than 60 seconds. Use a CountIF function to count data by category. Use CountIF with named ranges to avoid locking cells or columns with dollar signs. This is a Microsoft Excel tutorial under 60 seconds, covering CountIF and named ranges. Countif is one of Excel’s Count functions. Count, CountA, CountIF and CountIFS.

Linking Sheets In Excel

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Most useful function for beginners

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Lookup Images

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This video explains how to use the Indirect function and the DGet function to lookup images and data in an Excel sheet. The tutorial covers how to use named cells and ranges, also how to use data validation lists.

Training courses are available at http://www.itseasy.co.uk/courses/excel-training/ courses can be delivery onsite or at our site in Gateshead. Online courses are available at http://www.itseasytraining.co.uk We have laptop which are available to use at your site and convenience. Call or email steve@itseasy.co.uk Business Mobile 07966503354

The process in this video starts off explaining named cells and ranges, each photo sits inside a named cell. The tutor explains how to create a data validation list that displays the names of the photos. The indirect function is added in the name manager to reference the data validation box.

Indirect

The Indirect function is added to the name manager, by selecting new and creating a name. The Indirect function returns data from a referenced cell, in this case the image.

Images

Any of the images in the data set can be copied and placed in the relevant location on the lookup sheet. With the image selected the tutor explains that the formula must be typed using the Indirect name, (Flag) in the video example.

DGet

The DGet function is used to bring the remaining data across using the Data Validation list as its trigger. The DGet function works in a similar way to a Lookup working with a database of information.

I think that the best uses of these functions is in a catalogue of stock or parts. The parts or stock could have a photo which would be returned as and when required along with all the other data normally associated with lookups. Check out our YouTube channel at http://www.itseasytraining1st for more videos like this. Feel free to ask questions or ask for more videos.

Hot tips Save Money save Time

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This tutorial explains how to save time in Excel and therefore save money. The video covers some of the more common key commands and features such as flash fill, inserting columns, selecting data sets, time commands, saving shortcuts and instant charts. Training at http://www.itseasy.co.uk Online courses at http://www.itseasytraining.co.uk

Waterfall and dial charts

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This tutorial explains how to create a chart on two axis and how to create a Dial chart and a Waterfall chart and a column chart that has the SumIF function and the date function driving the data. Training at http://www.itseasy.co.uk online courses at itseasytraining.teachable.com