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Microsoft Excel XP/2003 Fonctions Cheat Sheet, Cheat Sheet of MS Microsoft Excel skills

Logical and User-Defined Functions of Microsoft Excel XP/2003

Typology: Cheat Sheet

2019/2020

Uploaded on 10/09/2020

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SHARED COMPUTING SERVICES
Microsoft Excel XP/2003, Level 300
Become a Microsoft Excel Power-User
Updated 12/14/05
Logical Functions
Use the IF Function
=IF(Statement,IFtrue,IFfalse)
Nest IF functions in the IFfalse
area of the parent function.
Statement
- comparison statement to which you try to match.
IFtrue
- result if the comparison matches the statement.
IFfalse
- result if the comparison does not match the statement.
Combine Logical Functions
=IF(AND(Statement1,Statement2),IFtrue,IFfalse) —
Ensures that both statements must be true
.
=IF(OR(Statement1,Statement2),IFtrue,IFfalse) —
Tests both statements, either of which can be true
.
=IF(NOT(Statement),IFtrue,IFfalse)
Returns the reverse value fur the condition
.
Concatenate & Parse Cells (Merge & Split)
Concatenate (Merge) Data in Separate Cells
A B C
1 John Smith Smith, John
=CONCATENATE(B1,“, ”,A1)
2 Jane Jones Jones, Jane
=B2&“, ”&A2
Parse (Split) Data into Separate Cells
1. Select the cells to parse (split)
2. Go to Data J Text to Columns… to open the wizard.
3.
Step 1 of 3
:Be sure
Delimited
is selected, then click Next >
4.
Step 2 of 3
:Select the delimiter type, then click Next >
5.
Step 3 of 3
: Choose the data type for the column if necessary, then click Finish
When passing the interval code
to the DATEDIF function, enclose it
in quotes if you are passing a literal
value to the function.
Use the DATEDIF Function
Syntax: =DATEDIF(Date1,Date2,Interval)
Date1
— first date, in standard Excel serial-date format.
Date2
— second date, in standard Excel serial-date format.
Interval
— unit of time for the result.
Date1 must be Date2 or a #NUM! error will be returned. If either Date1 or Date2 is not a date, a #VALUE! error will be returned.
Interval must be one of the following codes:
Code Meaning Description
"m" Months Number of complete months between Date1 and Date2.
"d Days Number of days between Date1 and Date2.
"y" Years Number of complete years between Date1 and Date2.
"ym" Months Excluding Year Number of months between Date1 and Date2, as if Date1 and Date2 were in the same year.
"yd" Days Excluding Years Number of days between Date1 and Date2, as if Date1 and Date2 were in the same year.
"md" Days Excluding Months & Years Number of days between Date1 and Date2, as if Date1 and Date2 were in the same month and year.
When passing the interval code to the DATEDIF function, enclose it in quotes if you are passing a literal value to the function.
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Updated 12/14/

Logical Functions

Use the IF Function

=IF(Statement,IFtrue,IFfalse)

Nest IF functions in the IFfalse area of the parent function.

Statement - comparison statement to which you try to match.

IFtrue - result if the comparison matches the statement.

IFfalse - result if the comparison does not match the statement.

Combine Logical Functions

=IF(AND(Statement1,Statement2),IFtrue,IFfalse) — Ensures that both statements must be true.

=IF(OR(Statement1,Statement2),IFtrue,IFfalse) — Tests both statements, either of which can be true.

=IF(NOT(Statement),IFtrue,IFfalse) — Returns the reverse value fur the condition.

Concatenate & Parse Cells (Merge & Split)

Concatenate (Merge) Data in Separate Cells

A B C

(^1) John Smith Smith, John =CONCATENATE(B1,“, ”,A1) (^2) Jane Jones Jones, Jane =B2&“, ”&A

Parse (Split) Data into Separate Cells

  1. Select the cells to parse (split)
  2. Go to Data J Text to Columns… to open the wizard.

3. Step 1 of 3:Be sureDelimited is selected, then click Next >

4. Step 2 of 3:Select the delimiter type, then click Next >

5. Step 3 of 3: Choose the data type for the column if necessary, then click Finish

„ When passing the interval code to the DATEDIF function, enclose it in quotes if you are passing a literal value to the function.

Use the DATEDIF Function

Syntax: =DATEDIF(Date1,Date2,Interval)

Date1 — first date, in standard Excel serial-date format.

Date2 — second date, in standard Excel serial-date format.

Interval — unit of time for the result.

Date1 must be ≤ Date2 or a #NUM! error will be returned. If either Date1 or Date2 is not a date, a #VALUE! error will be returned. Interval must be one of the following codes: Code Meaning Description "m" Months Number of complete months between Date1 and Date2. "d Days Number of days between Date1 and Date2. "y" Years Number of complete years between Date1 and Date2. "ym" Months Excluding Year Number of months between Date1 and Date2, as if Date1 and Date2 were in the same year. "yd" Days Excluding Years Number of days between Date1 and Date2, as if Date1 and Date2 were in the same year. "md" Days Excluding Months & Years Number of days between Date1 and Date2, as if Date1 and Date2 were in the same month and year. When passing the interval code to the DATEDIF function, enclose it in quotes if you are passing a literal value to the function.

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t

Use HLOOKUP

You must have a data table for which to lookup information indexed in horizontal rows. =HLOOKUP ( lookup_value , table_array , row_index _num,range_lookup)

lookup_value is the reference or address of the comparison cell.

table_array is the data table range that is searched (including row labels).

row_index_num indicates how many rows to move down.

range_lookup is a logical argument that returns a true or false value (optional)

Use VLOOKUP

You must have a data table for which to lookup information indexed in vertical columns. =VLOOKUP ( lookup_value , table_array , col_index _num,range_lookup)

lookup_value is the reference or address of the comparison cell.

table_array is the data table range that is searched (including column labels).

col_index_num indicates how many columns to move the right.

range_lookup is a logical argument that returns a true or false value (optional)

Use Data Validation

  1. Select the cell(s) for which you will define the data validation criteria.

2. Go to DataJValidation… to open theData Validation dialog box. TheSettings tab is active.

3. Click theAllow: arrow to display a list of options, and then select the option you desire.

4. Click theDa a: arrow to display a list of conditional operators, and then select the option you desire. Complete the remaining

fields that are pertinent to your choices.

5. Click theInput Message tab and click in theTitle: field. Type the title of the dialog box to appear.

6. Click theInput Message: field and type the message you’d like the dialog box to display.

7. Click theError Alert tab, click theStyle: arrow to choose an icon that will display.

8. Click theTitle: field and type the title to appear.

9. Click theError Message: field and type the message you’d like the dialog box to display.

  1. Click OK.
  • Click Circle Invalid Data on the Auditing toolbar to locate cells that don’t meet the validation criteria.
  • Click Clear Validation Circles on the Auditing toolbar to clear the circle.

Use Data Validation with Lookup Tables

When creating the data validation, use a formula to reference the lookup table’s column in theSource: field.

Visual Basic

Record a Macro

  1. Go to ToolsJMacroJRecord New Macro… to record your actions for the macro.
  2. Give the macro a name and description and click Close
  3. Perform the actions you would like recorded.
  4. Click Stop on the Macros toolbar when finished

OR go to ToolsJMacroJStop Recording.

  • To run a macro, press the shortcut key if you provided one or go to ToolsJMacroJMacros…, select the macro and click Run. You may also assign the macro to a button as described below.

Edit a Macro

  • Open the Visual Basic window by going to

ToolsJMacroJMacros…OR press ALT+F8. You can edit

any macro using Visual Basic for Applications (VBA) code.

Debug a Macro

  • Open the Visual Basic window by going to ToolsJMacroJMacros…
  • Select the macro underMacro Name: and click Step Into.
  • Go to DebugJStep IntoOR press F8 to move to execute the next line of code.

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Write a Subroutine

Public Function Discount(Sales, Customer) If Customer = "R" Then Discount = Application.VLookup(Sales, Range("Discounts"), 2) Discount = (-1) * Discount * Sales ElseIf Customer = "W" Then Discount = Application.VLookup(Sales, Range("Discounts"), 3) Discount = (-1) * Discount * Sales ElseIf Customer = "" Then Discount = "Please Enter Customer Code" Else Discount = "Invalid Customer Code" End If End Function

Customize Excel

Share a Workbook

  1. With an Excel workbook open, go to Tools J Share Workbook.
  2. On the Editing tab, select 5 Allow changes by more than one user at the same time. This also allows workbook merging.
  3. On the Advanced tab, select the 5 Automatically every option, and then click OK.

Create a Cell Comment

  • Select a cell and go to InsertJComment and type your message. A red dot will be placed in the upper-right corner of the cell.
  • When you move your mouse cursor on a cell with a comment, the comment will appear.
  • Right-click a commented cell and select Edit Comment to edit the message.
  • Go to EditJClearJComments to remove comments.

Create Custom Cell Formats

When creating a format for a cell, there are four types of numbers or text that you need to specify how you want them to appear. Positive Number; Negative Number; Zero; Text Code Display d (^) Day (d=1, dd=01, ddd=Mon, dddd=Monday) m Month (m=1, mm=01, mmm=Jan, mmmm=January) y (^) Year (yy=02, yyyy=2001)

_ (underscore) Insert space in a number format [when you follow an underscore with a closing parenthesis _), positive numbers line up correctly with negative numbers that are enclosed in parentheses]

  • (asterisk) Repeat the next character in the format to fill the column width (^0) Displays a digit, if one exists in the position. A zero displays if no digit exists.

(^) Displays a digit, if one exists in the position.

$ (^) Displays a dollar sign in the position

. (^) Displays a decimal point in the position , (^) Add commas as thousands separators @ (^) Indicates that an alpha character is required & (^) Indicates that an alpha character is an option “ABC” (^) Displays anything inside quotation marks as literal characters \ (^) Display for following character as literal [color] (^) Displays the result in the color specified. (red, magenta, yellow, blue, cyan, green, black, white) ; Separates sections in the syntax of the cell

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Add a Background Image to a Worksheet

  1. To add a background pattern, go to FormatJSheetJBackground.
  2. Browse to the image you want and click OK.
  3. To remove the pattern, select FormatJSheetJDelete Background.

Create a Custom List

  1. Select an existing list and then go to ToolsJOptionsJCustom Lists.
  2. Click Import. You’ll see the cell references to the range of cells containing your list. J OK. Edit the list by returning to Tools JOptions JCustom Lists and select your list on the left. Edit the list to the right by pressing ENTER after each entry.

Create a Custom Menu

1. Go to ToolsJCustomize… J Commands tab.

2. Scroll to and select New Menu underCategories:

3. Click and hold New Menu underCommands: and drag it up to the menu bar in any location you desire.

  1. Select a category and drag the command of your choice to the new menu.
  • Rename the menu by right-clicking New Menu and edit theName: field. Use the ampersand (&) in front of any character you’d like underlined for shortcuts. (i.e. F&ormat will be Format)

Customize a Toolbar

1. Go to ToolsJCustomize… J Toolbars tab.

2. Click theCommands tab and select a category and drag the command of your choice to the new toolbar.

1. Edit any button while theCustomize dialog box is still open by right-clicking any button and select Edit Button Image.

  1. Move any button by holding ALT while dragging the button to a new location.
  2. Remove the button by dragging it off the toolbar.

4. Reset any toolbar to the default by going to ToolsJCustomize… J Toolbars tab and click Reset.

Customize How You Move

1. Tools J Options J Edit tab.

  1. In the Move Selection after Enter drop-down box, choose the direction you want the selection to move to.