Tom Fragale Microsoft Certified Trainer Microsoft Certified Office Master Available for Onsite Training, Private Webinars, Consulting, and Custom Software (215)280-1073 [email protected]
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you
now here we are in Microsoft Excel so
here we have the start of a simple
budget type of spreadsheet and the first
one I want to show you is something
that's called in although some now today
we're going to cover a lot of different
formulas and functions but first I might
share the others some they'll show you
what we call relative and absolute
functions then I'm going to talk about
how to do the very popular vlookup and
the hlookup then we're gonna cover
functions that are called some if count
if and average if then I'll show you the
popular if function along with different
variations of how to did EF with the or
and the and and then later on we'll
cover some date functions at today and
network days so notice how we have a
simple budget spreadsheet going on a
typical spreadsheet here's one that
you're going to use all the time it's
called although some obviously I want to
sum up those numbers in column C by the
way I'm using Excel 2016 but what I'm
showing you should work in Excel 2013
Excel 2010 as well now sometimes I'll
make my mouse do that so that you can
find out where my mouse is so I just
click them cell c11 obviously I want to
get a total for that column so here's a
classic one that's called autosum I'll
click on the home menu up top
home and we'll come way over here and
pick in the word all there's some right
there now when I pick on all this um
usually it will capture the proper range
for you in this case it did it says from
see some c4 3 c10 whenever you see that
: that means is it's a range of cells to
where you read that is c4 through c10
and it is the right range the autosum
doesn't always give you the proper range
but many times it does I'm going to hit
the enter key and now I'll have the sum
for that column so watch again I'm going
to delete that cell so I can do it again
you click on the cell where you want
your total to appear usually at the
bottom of the column
on the right side of a rail and on the
home and you all come over here and I'll
click on autosum and there is how it
usually does gets the proper range for
you I'm going to hit the enter key and
now it has the mathematical some of
those call of that column when I click
in the cell notice up here in the
formula bar has the formula as this
equal sum open parenthesis c43 see 10
close parentheses if I need to change
the formula I can change it up there in
the formula bar now we'll do some other
older sums as we go through now I'm
going to come over here into the
February column I want to start to show
you something that's called a relative
relative reference now let's say January
was two real numbers but let's say
February I want a 10% increase of the
number that's in January so I'm going to
type in all formulas of course start
with the equal sign you probably know
that so I'll type it equals and I'll
click on this cell over here see 4 times
1.1 mathematically if you multiply any
number by 1.1 it's going to give you a
10% increase so where's this see 4 times
1.1 that means use the number that's in
cell c4 and multiplied by 1.1 when I eat
the enter key
it's a 13750 dollars now if I change
this number over here in cell c4 both
have been 14,000 when I give the Enter
key two numbers are going to change this
number over here is going to change and
then cell d4 is also going to change
because both of those cells have a
formula that points back to cell c4 so
when I hit the enter key
notice how this number changed and this
number also changed so think about that
number fifteen thousand four hundred ten
percent of the 14,000 would be 1400 add
that again onto the 14,000 that's why it
says 15 four so that's really a
temperature increase now let me show you
something that's called a relative
reference this is going to be a big
time-saver for you I want to have that
same formula all the way down that
column so
I'm gonna get the black cross right here
and we're gonna drag it down to the rest
of the column that's called a speed fill
it's also called an auto fill but let's
see what happened to the formula it's
more important the first one says see
four times one point one that's the one
I typed in the second one says see five
times one point one the next one says
see six times one point one notice how
it's changed in the formula relative to
the new cell that's called a relative
formula that's going to see a lot of
time I only had to type in the formula
one time then I was able to get the
black cross and drag it down all the way
to the rest of the column when you see
most people's larger spreadsheets it's
hardly ever the case where they type in
each formula one by one whenever they
can that they use that they type in the
top one and copy it down with the speed
felt and then each each cell has the
formula relative to that cell now this
is c5 this one says c6 so that's called
a relative formula now we're going to
take that same concept and put that all
the way across the the rest of the
columns so this time I want to highlight
those cells
I'll get the black cross in the corner
I'm going to drag it all the way over to
the dry column now let's see what happen
to the formulas
this one says c4 times one point one
this one says d4 times one point one
this one says e4 times one point one
notice how it's always the cell to the
left of the current cell it's all a
relative formula it changes that cell
relative to that new cell and they'll
save you a lot of time as you can see
now once you get that concept you're
going to use it over and over again for
example over here when I first did it a
couple minutes ago I did the autosum now
I could click on this cell and do
another auto sum and then click on this
cell and do another order some but
here's the quicker way we'll just do
that speed fill notice right now the
formula says some c4 3 c10 I'm going to
get the black cross
well drag it over now when we see the
pound signs in our Excel spreadsheet
that means we have to make that column
bigger now I could do on one at a time
so for example if I go over here notice
for an analysis on between letter E and
letter F and I get that black cross and
I can double click there and that'll
make that one column bigger here's how
you can do them all at one time I'm
going to start and letter F highlight
all the way over to letter I now all of
those columns are selected now move my
mouse between those two columns and get
the black cross double click and now
because I had them all selected they all
changed but let's see what happened to
the formula remember how the first one
said some C 4 3 C 10 then I get the
black frost and drag that over the next
one says some D 4 3 D 10 the next one
says some efore through e 10 and so on
so you start to use that relative
reference it really saves you a lot of
time because then you can just copy the
formula over and it changes each one
accordingly now I'm gonna go ahead and
insert a call on the column a because
I'll show you a couple more examples of
the autosum here I'll type in the word
average good now let's get the total for
that row so notice how I'm on cell j4
and once again I'll pick on the word
although some up here now notice how
this time it gets the proper range it
doesn't always get the proper range but
many times it does now it says some c4
through I for which in this case is
correct I'm going to hit the enter key
so now I have the sum for that row now
you can probably guess what I'm going to
do now use a relative formula again by
doing the order some I mean the autofill
so I'll get the black cross and drag it
down I thought that dragon all the way
them to row 11 now here I have a row
total for each row and I even have a
grand total now this one is 0
because if you think about it it says
some see 10 through J 10 there's nothing
in those cells so it came to be zero now
to me that zero is extremely so I'm
going to delete it I'm gonna hit my
delete key on my keyboard good now
remember if you're watching we will have
questions and answers at the end of the
session so us you know keep you can type
in your questions now and we'll get to
those after the yeah as a little session
so I did the autosum by picking on that
cell and pick on the autosum up here in
this case it gets the proper range then
to get to the rest of them I clicked on
that first autosum got the black cross
dragged it down now at that point I got
rid of the zero by deleting that cell
but then basically we have a row total
for each row and I even have a grand
total now as well let me show you
another way to use the autosum if I just
took them here I want the average for
sales now I'm going to come over here
now you're going to click on the
pulldown for the auto sum you see now
you can do some other calculations sum
average count minimum and maximum so I'm
picking the word average now this time I
want you to notice that it did not pick
the proper range it wants to average
from c4 to j4 but if I included j4 in
the average then the average will not be
correct so here's what you do you're
going to highlight the range that you
want to do so I'm gonna highlight from a
c4 over to I for UC then I'll hit the
enter key and now I have the average for
that round watch again I'm going to
delete that cell so you can redo it I'll
click in the pulldown where it says
although some right there and I'll pick
in the word average notice how it did
not pick the proper range that time so
you're going to highlight the range that
you want to do I'm going to highlight it
from c4 to i4 then I'll hit the enter
key and that's the cell that I want to
hit the average from
now you know what I'm going to do from
here I'm going to copy that down so I'll
get the black cross in that cell drag it
down and now we have the average for the
rest of the race as well excellent
now before I continue I want to make
sure I format all those numbers I
wouldn't turn it in like this because if
you notice some of the numbers have two
decimal places this one even has three I
think it's so long with three somewhere
but we want to make that look a little
bit better so I'm gonna highlight all of
these numbers it's not all the numbers
yeah if you look at these numbers down
here they have three decimal places so I
highlight all the numbers now you
probably know about formatting I'm gonna
go ahead and click on this pulldown
where's his number on the home and the
home toolbar and let's see we're gonna
go with currency format see now it looks
a whole lot better now they have dollar
signs commas two decimal places so you
always had a bunch of numbers then here
you see some number formatting options
under the under the Home menu now if
you'll be using yourself for a long time
that guy have then you know another way
to format your cells is called format
cells for example I'll right-click on
those cells and then up again the word
format cells this is the way I learned a
long time ago and I still use that
screen to Thursday you know so here you
have your number formats but in this
screen you can go a little bit further
you change the decimal places and the
dollar symbol and I mean the currency
symbol and then you would even pick a
format for your negative numbers so I'll
click on OK
but either way is fine you can highlight
your numbers and find some formatting
over here under the Home menu or if you
right click on those cells that you can
go back to format cells good now when I
was able to click on this cell and get
the black cross and drag it down
that's called a relative reference let
me show you this one says average see
for 2i4
distance is average c5 to i-5 that's
just as c6 to i6 that's called a
relative reference but sometimes you
don't want that to happen sometimes you
want to use what
called the absolute references for those
of you that have used Excel before this
is where you have the dollar sign in
your formula let's see in the example
I'd like to do the percent of total the
percent of total is going to be taken by
take by calculating the total for that
row and dividing it by the grand total
now first I'm going to do this formula
the incorrect way I'll show you why it's
incorrect and then we'll correct it but
this is the trap that many people fall
into I'm going to type in the equal sign
I'm going to click on the total for that
row which is j4 I'll type in the slash
for division and I'll click on this cell
over here with this je level which is
the grand total so the formula says
equals J 4 divided by j xi I'm going to
hit the enter key now previously I had
format that column as a percent so I'm
just trying to make sure the Arbour
sense I'm just gonna highlight that
column and we'll make it percentage
format okay good
so watch what's gonna happen now you
would think that you'd just be able to
copy that down like I've been showing
you I'm gonna get the black cross copy
it down and notice how if they say
division by zero so let's see what
happened this is what I'm trying to show
you this one says J 4 / j 11 the next
one down says j 5 / j 12 you see it's
still a relative formula well there's
nothing in J 12
that's why it says division by zero but
on a 1 / J 12 on 1 / j xi the next one
downs getting even further away now it
says J 6 / J 13 except there's nothing
in j13 as far as division by zero but on
a 1 / J 13 I want / j 11 so sometime
somehow we have to tell it that when we
copy that formula down
not to change the J 11 part so what I
just showed you was the incorrect way to
do this formula but this is the way this
is the trap that most people fall into
so let's go ahead and fix that now I can
also double click on that cell to see
the formula I'm going to double
click on it now I'm going to put a
dollar sign before the J and a dollar
sign before the 11 let's take a closer
look at that so now you can really see
that a little bit better it says J 4
divided by dollar sign J dollar sign 11
when we see the dollar signs in the
formula we are not talking about money
it makes it what we call an absolute
reference which means when I copy down
the j11 part that form will still say J
11 but you have to see it understand
what I'm talking about I'm gonna hit the
enter key da now the dollar signs are
not gonna make a difference until I
recopy down so I'm gonna click on that
cell will get the black cross drag it
down now we have actual numbers let's
see what happened
this one says J 4 / j 11 the next one
down says J 5 but it's still dividing it
by J 11 because of the dollar signs it's
called an absolute reference the next
one down says J 6 but it's still
dividing it by j 11 the first part that
formula is relative in other words the
next one will say J 7 next we'll say J
but notice how they're all dividing it
by J 11 because of those dollar signs
that's called an absolute reference so
those come up in your larger spreadsheet
so you can see the difference that it
made let's see another example of that I
had to see this a couple times before I
go I got it over here I'm going to type
in the word tax rate now I'm recording
this from Philadelphia Pennsylvania in
the United States and here our Patrick
is actually in Philadelphia is actually
8% it's pretty high okay so I'll pay
with 8% there now here I'm going to type
in the word sales tax and let me show
you another example of the absolute
reference I'll type in the equal sign
all formulas always start at the equal
sign I'll click on the total for that
row I'll do multiplication which is the
asterisk and I'll click in the 8% which
is M 2
now I know I want to make that into an
absolute reference you can either type
in the dollar signs or a quicker way is
a keyboard shortcut I'm going to hit the
f4 function key f4 and those head up
with the dollar signs in there for me so
you can either type in the dollar signs
or when you're on that part of the form
that you want to make an absolute
reference you can use the f4 function
key enough it's the dollar signs in
there for me when I hit the enter key
now we're going to copy that down we'll
get the black frost and drag it down
let's see what happened
this one says J for as multiplying about
em - this was taken J 5 but it's still
multiplying by m2 because of the dollar
signs
this one says j6 multiplying about m2
so the first part that formula is
relative it is changing for each cell
those into our abstruse sj7 the second
part of the formula is absolute it
doesn't change because of the dollar
signs so hopefully you saw how to use
the dollar signs in your formulas it's
called an absolute reference but whereas
the normal ones are called relative if I
change that 8 percent let's say I make
it 6% watch those numbers in column n
they're all going to change because they
were all pointing to that same cell now
let's put it back to 8% and watch the
role change again as those are called
relative references now let me I'm gonna
zoom out good the next thing I want to
show you is something that's called a V
lookup the very popular function I'm
going to go to the next sheet down here
this is called orders now this might be
a list of all the orders that your
company has notice here I have a
customer ID but notice how it doesn't
show the company name if I come down
here to the sheet that's called
customers then here we have the customer
ID the company name and all the
information about the customer so
somehow I have to pull
the company name for the specific
customer ID into the sheet that's called
orders well that's what we're going to
use a vlookup the vlookup has a few
different purposes but probably the main
purpose of the vlookup is to look up
information from one sheet into another
sheet let's see if we can make it work
now I'm going to go ahead and insert a
new column a column C I'm going to right
click on letter C and I'll click on
insert good so in this case I'll type in
company need that'll just be the column
heading now I'm going to slightly
formulate the equal sign of course now
follow my mouse and I'm going to pin
this FX right there the FX is called
insert function and it's a very powerful
window it's really going to show you all
of your built-in functions that come
with Excel now there's over 300 of them
every time they add a new version to
excel they're always that a new
functions so you can either search for
them up here or you can click on this
pulldown and then you can have a bunch
of functions as you can see there's both
different categories now we're going to
see some of those categories today now I
happen to know that the vlookup is under
the lookup and reference category if you
didn't know that you would type in the
word vlookup up there and search for it
but I'm gonna pick on the word lookup
and reference now I'm going to scroll
down on this column and you see the
bottom one is called vlookup now it's
going to give you a brief description
and after our session here you can
always go back and pick on help on this
function but I want to show you how to
use it right now of course so I'll pick
on the read vlookup and I'll click on OK
this screen is called function arguments
where it's also called the function
parameters so what do I need to make
this function work this needs four
pieces of information or four function
arguments the lookup value is what
you're trying to look up I'm trying to
look up that
temir ID so I'm going to pick on cell b2
ID that's what I'm trying to look up so
lookup value now the table array usually
is on a different sheet it doesn't have
to be on a different sheet but a lot of
times it is now a better name for the
lookup excuse me
the about name for the table array is
the lookup table so I'm going to click
on that area when I come over here I'll
go to the customers sheet you see my
mouse down here at the bottom and
customers click there and we're going to
highlight did now usually I would
recommend that you highlight the entire
column and a workout a whole lot better
I'm gonna highlight from column a all
the way over to column F and that'll be
our table array or the lookup table now
the lookup table can be many many
columns across and many many rows down
and certainly it can be on a different
sheet like it is now where sometimes
it's on the same she does the original
data the most important part about the
lookup table is the first column that's
what has to match what you're actually
trying to look up we were trying to find
it a customer ID notice how the first
column of the table is the customer ID
so that's very important it doesn't have
to be column a necessarily it just works
that way this time it just has to be the
first column of the table that you
select otherwise you can go many many
columns across so if you're looking at
for part numbers then the first column
of the table has to be part numbers if
you're looking for pío numbers then the
first column of the table has to be Pio
numbers and then from there you can get
many columns across now let me show you
how you calculate the next part of the
vlookup which is called the column index
number you count from the left side of
the table so in the table this is column
one two three four five and six
I want the company name the company name
is the second column one two so for that
reason I'm going to type in the number
two for the
index number that means when I find the
appropriate row based on the customer ID
I want the second column of information
which is going to be the company name
now I'm going to come down to here and
pick on the range lookup the range
lookup let's see what it says the range
lookup is a logical value that means
it's going to say the word true or the
word false to find the closest match in
the first column then you put the word
true there to find an exact match you
type in the word false probably like
eight out of ten times if not more
you'll use the word false in the vlookup
now in a little while I'll show you
under has the word true there but many
times we use the word false if you're
looking for a specific part number you
want that exact number
right so usually will type in foster
let's see what we have the lookup value
is cell b2 which is right over here the
customer ID the table array or the
lookup table is on the other sheet this
is customer sheet column a through
column F column index number says two
that means here on balcony of the table
array that'll be the second column
information which read the company name
if I wanted the contact name then the
contact column index number would be
three because that would be the third
column over but here I wanted to come be
mean that's the second column on the
table so that's why I have the number
two right there and then the word false
means I want to do an exact match I'm
gonna go ahead and click on OK now I'm
going to make column C bigger so it
looks like if looked up that customer ID
on the other sheet and returned the
proper company name take a look at the
formula up here it says equals vlookup
open parenthesis b2 comma customers
exclamation point A through F that's the
lookup table
comma two that's the second column com
false that means who want to do an exact
match and then close the parentheses now
the way I built that I built that with
the FX over there although after a while
you can just kind of type it in once
you've used that a few times you can
just type it in but there's nothing on
with these new FX I still use it to this
day now let's make sure it's found the
right one I wouldn't assume that it's
the right one until you check it out so
the customer ID is VI n ET and you can
see the company name let's go to the
customer sheet now these happen to be in
alphabetical order so if I scroll down
then we'll see there it is on row 86 VI
n ET and it looks like I've found the
proper company name so let's go back to
the other sheet so that's like a
textbook example of when they use the
vlookup if you want to pull information
from another sheet the vlookup is
perfect for that now let's go ahead and
copy that down I'm gonna get the black
cross again right there now let me show
you a shortcut for the black cross
sometimes you can double click on the
black cross if you double click on it
it'll go all the way down now the reason
that that worked is because I had
something to my immediate left over here
or something in the column to the
immediate right
if column D was not filled in and column
B was not filled in then the double
click of the black cross would not have
worked but in this case all's I did was
I clicked in that cell got the black
cross and I double clicked and I went
all the way down now I have the
appropriate company name for each
different customer ID because of the
vlookup now while I click on this
vlookup knows house has the word false
at the end that means it has to do it in
the exact match let me show you what
that means I'm gonna come over here and
I know I don't have one four five of
these so it had been vvvvv and notice
how it says n/a n/a means not available
or not found it says that because I was
looking for an exact match it didn't
find an exact match so it says
a well while we're talking about these
functions I know some people say well I
don't want that to say na I want to say
something different so here's a bonus
that I'll decide to throw in for you
right now we can use something that's
called if our watch my screen and we're
zoom in for you again good I'm going to
come up to the formula and I'm going to
go right after the equal sign between
the equal sign and the letter V and okay
have been if ever now the if error is a
function within itself so it needs its
own parentheses so I'll do an open
parenthesis we're going to go to the end
of the whole thing I'll type in comma
now the word not found here has to be in
quotes because it's a piece of text and
many of these formulas when you have a
piece of text you have to put the text
in quotes so the open quotes not found
closed quotes closed parentheses so
let's take a look at the whole thing
it says equals if our open parentheses
then we had the whole vlookup that was
there before
after the vlookup I have comma open
quotes not found close quote close
parenthesis I'm gonna hit the enter key
notice now it says not found all right
so the if our can work with any formula
what it really means is if the vlookup
gives me an error then put the word not
found out if the vlookup does not give
me an error then just give you the
normal value of the vlookup now we're
going to copy that all the way down I
get the black cross and double click
that so now if I came over here and I
typed in CC see that I guess is not
found in this case I'm going to undo
that so about that one will be back
here's undo and then for this one I'll
type in the IND T and now it finds that
one again now notice how this vlookup
says the word false at the end and then
I added an if error in there as well but
sometimes the vehicles
the word true let me give you one of
those examples I'm going to go back to
this sheet that's called V lookup the
sheet itself is called vlookup okay now
this time the the lookup table is within
the same sheet might as well zoom in
again alright now this time I'm trying
to find the appropriate I'm trying to
find the appropriate tax rate for the
income level so in this case I'll type
in 40,000 for the income level and there
is how we get 31% let me get back there
again okay
so now we have 31 percent now let's take
a look at the vlookup it says b2 that's
the income level now the lookup table is
what I have in blue over here d2 through
f7 d23 f7 is to lookup table the number
3 means when I find the appropriate row
on white when I get the third column 1 2
3 that's why it says 31 percent
now notice how the fourth parameter of
the vlookup is not fair usually you
would expected the city where true or
false but notice how this time the
fourth parameter is not there the fourth
parameter is actually optional let me
show you why it's optional I'm going to
pin the FX right there and now we can
see the function arguments again now the
ones that are in dark black like that
those are required and the ones that are
in light black like this one are
optional so that actually has a purpose
when you're looking at the screen the
ones that are in dark black are required
and the ones that are in light black are
optional so let's see what range lookup
says range lookup is a logical value to
find the closest match in the first
column you would put true there or if
you will admit it
it assumes that it's true all right so
when the range lookup says that weren't
true or if you leave the range lookup
blank then it is
that is true which means it's going to
find the closest match we find the exact
match will type in false okay so let's
see what happened if that's the lookup
said the word false at the end then this
would say na right now but we've just
discovered that when the fourth
parameter is not there it as soon as it
is true which means we're going to find
we're 40,000 what this 40,000 fall
within these is between the 27 3 + 58
158 5 so everything between 32 27 3 and
55 is going to give us this tax rate of
31% so when the fourth parameter is not
there well if the 4th primer says that
were true that means you're going to
match the range or when the vlookup says
the word false it'll have the word it'll
be an exact match for example let's type
in 60,000 down now this is 36% if you
think about it the 60,000 falls between
258 5 and the 1 31 8 so everything
between 55 and 131 8 will give us the
3rd column which is 36% now let's say
the number that you type in here is
bigger than the largest number in the
table well just like in the tax table it
doesn't matter how far they're in the
highest tax bracket you're still going
to get the highest tax rate so I'm going
to type in a big number like 450,000 and
notice now that gives us the highest tax
rate of 45 55 % so I showed you a
vlookup over here let's go back to the
other sheet I showed you if you look up
there has the word false at the end and
that's when we want to do an exact match
I showed you the if error that can work
with any kind of formula when you have
an error if you want to have a better
message then I should do the vlookup
that has the true as the fourth
parameter over in this other workbook as
we can say
scooter all right now let's see a
similar one that's called H lookup let
me go to the next sheet it's called H
lookup let me make sure well we'll do
this one I make sure we catch up with
our slides the H look up is similar to
the V lookup except this time notice how
the table is running across the screen
it's horizontal whereas the other one
the table was running down the screen on
this one it was vertical so the V
actually means vertical and the H
actually means horizontal so it all
depends on how the table is running
across the screen but if I click here
notice how the H look up is going to be
very similar to the V lookup except that
the table is kind of on its side the
lookup value is B 2 which is the salary
over here then the the table reference
is a II 1 3j3 what I have in a in light
blue over here but this time instead of
looking at the first column it's going
to match the first row of the table
that's the big difference then the
number 3 says when I find the
appropriate column I want to go 3 rows
down which is going to be the percent
the tax rate and then once again even
with this one if I go back to the F X
notice how the same thing with the
fourth parameter if it's not there it
assumes that it's going to be a true so
it's going to assume that it's going to
match the range when the fourth
parameters not filled am just like the
vlookup so in this case the 21 55 66
gave us 28%
because let's see where that false that
falls between 26 51 and 27 301
everything between those two numbers
we'll get the 28% as you can say so the
H lookup is very similar to the vlookup
except the table is now going horizontal
and so that what the vlookup to take a
piece a maybe seven out of 10 lookups
that you'll see will probably be a V
lookup but sometimes you'll run across
when it's called each look up alright
now let's go on to a new topic and
there's how I'm going to go to a new
sheet down here that is called some F
countif and average F let me delete this
column for it now would ever need that
okay so now clearly I want to get the
count of all the breakfast items if I
use the count function the count
function counts everything I just want
to count the ones that are that are
breakfast only so watch what we'll do
I'll type in the equal sign once again
I'm going to pick up this FX over here
and we'll be back to the insert function
window and I'll pick the word count this
time I'm searching for it and then I'll
pick the word go and it finds different
ones that have to do with a count so
I'll pick on the word count if and look
what it says count the numbers of cells
within a range that me the given
condition of course you have to the
session you can always go to the help
window and see more information about
that but I'm going to show you how to
use it right now so I'll pick on count
if I pick on okay so the range here is
going to be the full list of data which
in this case is column F when I how to
column F now the criteria is what you're
looking for and this is where I'll pick
on their word breakfast all right so I
want to go through column F and find all
the breakfast items and that's exactly
what count if is going to do for us I'm
going to click on OK
let's see what happened now we have the
number 16 take a look at the formula up
here zoom in for you this says equals
count if open parentheses
f : f which is where all the data is
column F comma I to which is the word
breakfast and then we got the number 16
so that means if we went through column
F we would see 16 items to say the word
breakfast now watch what I'll do I can
quickly get the
for the other categories I'm going to
get the black for us right there I'll
double click on the black cross and then
it goes all the way down so that quickly
I have account on all the categories so
when you have a big list of data like
this the account if can be especially
helpful now I'd like to do a sum of all
the breakfast items so let's try this
one now it'll use something that's
called sum if a pep in the equal sign
and I'll go back to the FX again which
is called insert function okay now this
time I'll type the words sum I'm going
to click a go notice now there's one
that's called sum if and I'll pick an
okay
the summit has three function arguments
but it's going to be the first two of
the other one anyway the range is still
column F so I'll highlight column F the
criteria is stilled the word breakfast
which is i2 now the sum range means what
number do I want to add up for all the
breakfast items I want to add up the
numbers in column e so I'll have a
column e the range is column F that's
where all the data is the criteria is i2
that's what I'm looking for and the sum
range is column E that's the numbers I
want to sum up when I find the breakfast
items I'm going to click on OK
now I'll take a look at this formula
this is equals sum if open parentheses
f : F comma I 2 comma e : e close
parenthesis now I'm going to copy that
right on down I'll get the black cross
that will click on the black cross and
now I have the sums for all the other
categories you can see how these would
be extremely beneficial on a large list
of data now I have all the counts of the
categories and all the sums are the
categories as well because of count
and some F now there's also a very
similar one that's called average F I
want to get the average of the
categories so I'll type in equals once
you can all go back to the FX this time
I'll type in the word average click on
go and there we see the average if right
there alright so I'll pick an average F
and click on OK now the range this time
is still going to be column F the
criteria is still going to be the word
breakfast which is cell I to now the
average range is maybe the same as the
sum range which would be the numbers in
column E so for the range I have column
F for the criteria I have I to and for
the average range of column E so this
means I want to take the average of all
the breakfast items I'll click OK and
now we have a number there take a look
at your formula this is equals average
if open parentheses
f : F comma I 2 comma e : e close
parenthesis now let's go ahead and copy
that down of course I'll get the black
cross that will click on the black cross
and now it goes all the way down now I
have the average of all the categories
now I wouldn't leave it like that
I'd like to format those columns take a
look better so I'm going to highlight
column K and column L will come up here
and we'll pick on the currency format it
once again currency now looks a whole
lot better
but some people ask you what's the
difference between currency and
accounting format
notice how the dollar signs are right
next to the numbers right now that
that's currency format well let me show
you what accounting does that I click on
that pulldown I'll pick on an accounting
format
notice how the dollar signs are left
justified so maybe you like it that way
better so whichever way that you like is
fine I just want to show you a
difference let's make it about the
currency and notice how the dollar signs
is now directly next to the number
whereas in accounting and make
the dollar signs left justified in that
cell now in this case over here I want
to type into our country and I'll
typically France and this time I just
got copy France all the way down now
there's a few more functions that go
along with these there's countifs some
ifs and average ifs so when I have an S
at the end of the function then I can do
more than one criteria so let's try
something like that account of expense
type for France
it's the column title I can make that
larger of course so we'll type in the
equal sign and this time I'll go back to
the FX and this time else had been count
if pick on go
let me try countifs with an SDN good and
now there's countifs
and i'll pick on okay all right so the
whole point of the of the countifs is to
add more than one condition the criteria
range is still column F criteria one is
still the word breakfast which is cell I
to notice now it's going to have a
second criteria range you really have as
many as you wanted to so for the second
criteria range I'm going to highlight
column B and for the second criteria
I'll pin the word France over here which
is m2 notice how I can go for a third
criteria range and a fourth and smitty
as you wanted to but doesn't make the
point I'm trying to make so the criteria
range the first place I was looking for
is column F the first thing I was
looking for was breakfast which is cell
I to the second place I was looking was
the country's and column B as the second
criteria range and the second thing I
was looking for is the word France in
column M so it has to be
France and it has to be breakfast at the
same time when I click on okay so it has
the number four there's sixteen total
breakfast items but out of those on a
four are also from France take a look at
the function up here it's a Z equals
countifs open parenthesis F called an F
comma I two comma B : B comma M 2 close
parenthesis so it has to be France and
breakfast at the same time I'm going to
copy that right on down and some of them
are lower numbered like here is 0 so
there was no France items that are also
other at the same time so there's a
count else let's do one more that this
would be some ifs I'll say the sum of
expense type for France and of course I
can make that beggar good so I'll type
of the equal sign this time we're going
to use when it's called some ifs so I'll
come up here and pick up the FX and I'll
type in some ifs and you can see it
right there all right so I'll pick on
some it's like okay all right the sum
range is what we want to add up we want
to add up so this time to some ranges
first well how to column e criteria
range one is still column F that's where
I'm looking criteria one is still the
word breakfast user cell I to notice the
some ifs is going to have more than one
criteria range so criteria range two is
still going to be the country in column
B and criteria two will be the word
France in column M the difference here
is the some range that you need to for
the some ifs now that's at the top so
how to column e for that column F is the
first criteria range I to is the first
criteria which is the word breakfast
column B is the second criteria ring
and then m2 is the word France that's
what I'm looking for so it has to be
France and breakfast the same time this
time I want us to a sum and you can see
the formula up here equals sum ifs open
parenthesis e call an e comma F : f
comma I 2 comma B colon B comma M 2
close parenthesis now of course we're
going to copy that down now I have the
sums for all the categories that are
also France at the same time now what
I'll do is I'll pick in the formulas
menu up top formulas then you come over
here and you say show formulas write
down and notice how everything except