Using Excel 07, part 2
IF, AND, OR, NOT functions, Nested formulas, Charts,
Dynamic charts, Pivot tables
IF Function
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Tests a value in a range of cells, performs one action if
true, another action if false
=IF(criteria, response if true, response if false)
If sales (F8) are greater than $700 (B4), give them a bonus
of 2% of their sales, otherwise “no bonus”
=IF(F8>$B$4,F8*2%,“no bonus")
B4 is an absolute reference, so $B$4
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Use the key F4
AND, OR, NOT Statements
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OR = one criteria needs to be met
AND = all criteria need to be met
NOT = reverses the value of the argument
Can be used alone, but more useful with an IF statement
OR Statement
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OR(1st criteria, 2nd criteria, etc.)
If sales (F8) are greater than $700 (B4), or went through a
training (H8=“Yes”), they get 1.5% of total sales,
otherwise “no bonus”
OR(F8>$B$4,H8="Yes")
Nested in an IF statement:
=IF(OR(F8>$B$4,H8="Yes"),F8*1.5%,"no bonus")
Note B4 is absolute reference
AND Statement
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AND(1st criteria, 2nd criteria, etc.),
F23 is an added average sales cell
If the employee has above average sales (F8>F23), and
went through training (H8=“Yes”), they get a 2.5% bonus
(K2)
AND(F8>$F$23,H8="Yes“)
Nested in an IF statement:
=IF(AND(F8>$F$23,H8="Yes"),F8*$K$2,"no bonus")
Note F23 and K2 are absolute references
NOT Statement
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NOT(criteria)
If sales (F8) below Sales Goal (B4), training is
recommended
NOT(F8>$B$4)
Nested in an IF statement:
IF(NOT(F8>$B$4), “recommended”,””)
Note B4 is an absolute reference
“” means no text returned
Charts
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Different charts for different types of data
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Bar: comparisons among individual items
Line: trends in data at equal intervals (e.g. – over time)
Pie: data points as a percentage of the whole
Doughnut: pie chart with multiple data series
Scatter: display and compare numeric values (often works best
with a trendline)
Bubble: Type of Scatter chart - 3 sets of values, 3rd set
displayed as size of bubble
Surface: 3 dimensional surface to represent a set of values
Chart tools contextual tab
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Design: Layouts within chart type, color choices
Layout:VERY useful; add titles, data labels, gridlines, 3D
rotation, trendlines, error bars
Format: Work with shapes, fill colors, arrangement
Pivot Charts and Tables
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Allows you isolate and
filter data points on
the fly
Insert>Pivot table or
pivot chart
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Choose data fields
with checkmarks
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You can see more data
with a table
Start with one or two
then add
You can drag values
into horizontal or
vertical axis
Dynamic charts: data
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Set up a pulldown list in H3 (Data tab>Data
Validation>List)
In H4, put this in:
=IF($H$3=$B$3,B4,IF($H$3=$C$3, C4, IF($H$3=$D$3,
D4, IF($H$3=$E$3, E4))))
Translation: If the pulldown in H3 is set to the column
heading in B3, show the results for B4
Drag the formula down
Dynamic charts: chart
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Select a bar chart (Insert tab>Chart)
Pull up Select Data (Design>Select data)
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Choose “Edit” in Category
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Label range: A4-A13