Chapter 9. Building a Worksheet with Excel

What You’ll Do

Understand Formulas and Referencing

Create and Edit Formulas

Name Cells and Ranges

Enter and Manage Names

Simplify a Formula with Ranges

Use Calculator and Formula Builder

Use Nested and Text Functions

Calculate Multiple Results

Use Lookup and Reference Functions

Summarize Data using Subtotals and Functions

Calculate Totals with AutoSum

Create and Format a List

Create Calculations in a List

Remove List Rows and Columns

Sort Data in a List

Display Parts of a List with AutoFilter

Convert Text to Columns

Create Groups and Outlines

Add Data Validation to a Worksheet

Create a Drop-Down List

Introduction

Once you enter data in a worksheet, you’ll want to add formulas to perform calculations. Microsoft Excel can help you get the results you need. Formulas can be very basic entries to more complex ones. The difficulty of the formula depends on the complexity of the result you want from your data. For instance, if you are simply looking to total this months sales, then the formula would add your sales number and provide the result. However, if you were looking to show this months sales, greater than $100.00 with repeat customers, you would take a bit more time to design the formula.

Because Microsoft Excel automatically recalculates formulas, your worksheets remain accurate and up-to-date no matter how often you change the data. Using absolute cell references anchors formulas to a specific cell. Excel provides numerous built-in functions to add to your worksheet calculations. Functions, such as AVERAGE or SUM, allow you to perform a quick formula calculation.

Another way to make your formulas easier to understand is by using name ranges in them. Name ranges—a group of selected cells named as a range—can help you understand your more complicated formulas. It is a lot easier to read a formula that uses name ranges, then to look at the formula and try to decipher it. Excel offers a tool to audit your worksheet. Looking at the “flow” of your formula greatly reduces errors in the calculation. You can see how your formula is built, one level at a time through a series of arrows that point out where the formula is pulling data from. As you develop your formula, you can make corrections to it.

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