Chapter 5-Countif(s)/Sumif(s)/Averageif(s)/Large/Small/Rank
THE COUNTIF FUNCTION
Thus far functions have been used to answer questions like “What is the average grade?” or
“What is the maximum grade?” But how can we answer the question “How many phone
providers are there on a type B network?” To answer this question we will need to look at the
spreadsheet in Figure 7 and count the number of cells containing the letter B in the range
B5:B8.
Service Ratings
Network
Type
Total Possible points
H
B
H
B
BT&T
Blue Phone
Horizen
Spuce
Average
East
Midwest
South
West
Total
100
100
100
100
400
81
53
51
90
90
80
70
88
77
91
75
86
55
90
82
345
265
302
247
69
80
83
78
Percent
Figure 1
The fact that something is being counted may imply that a COUNT function can be used.
However, the COUNT function can only count the number of numerical values in a list, which is
not what is needed here. There is even a COUNTA function that can count the number of
numerical and text values in a list, but this still does not capture the process we go through to
count only type B network providers. What we really need to do is find a way to count items in
a list that meet a specified criterion.
THE COUNTIF FUNCTION SYNTAX:
The COUNTIF Function is designed to count the number of items in a range that meet a user
specified criterion. The syntax of the function is as follows:
=COUNTIF(range,criteria)
This function has two arguments: a continuous cell range and a criterion. The COUNTIF
function will only work as intended if the correct number of arguments are entered in the
correct order. The COUNTIF function is further differentiated from the COUNT function in that
it works equally well with text labels as with values so that it will be possible to count the
number of B’s in a range of cells. The valid methods of specifying a criterion in this function
include but are not limited to the following:
Chapter 5 Page 1
Chapter 5-Countif(s)/Sumif(s)/Averageif(s)/Large/Small/Rank
Criteria Type:
Example:
Using a specific text
value
=COUNTIF(B2:C4,“xyz”) will find all instances of the text string
xyz (caps or small letters) in the continuous range B2 through C4.
Using a specific
numerical value
=COUNTIF(B2:B10,0) will find all instances of the value zero in
the continuous column range from B2 to B10.
Using a cell reference
=COUNTIF(B2:B10,B2) will find all instances of the value found
in cell B2 in the continuous range B2 to B10. Note that cell B2 may
contain text, a numerical value or a Boolean value.
Using a relational
expression
=COUNTIF(B2:B10,“>0”) will find all instances of values that
are greater than zero in the continuous range B2 to B10. Notice the
special syntax here. It is unusual to use quotes in numerical
expressions. The COUNTIF function is one of the few exceptions in
Excel where quotes are used except to indicate text.
(>,<, >=,<=,<>)
Using a specific Boolean =COUNTIF(B2:F2,TRUE) will find all instances of the value
value
TRUE in the continuous range from B2 to F2. Notice that TRUE
does not have quotes since it is a Boolean value and not a label.
(Boolean values will be introduced in the next chapter.)
This function can only accommodate a single continuous range argument (one or two
dimensional range). A list of cell references and/or non-continuous ranges cannot be
interpreted by this function since the first time it encounters the comma delimiter it assumes a
criterion will follow, not additional ranges. =COUNTIF(B2:B10,C2:C10, “x”) has no meaning
since the computer would assume that C2:C10 is a criterion that it is unable to evaluate.
Remember, Excel treats capital and small letters as the same. So specifying “X” is the same as
specifying “x”. This is not the case for all software packages.
USING THE COUNTIF FUNCTION:
Each of the examples below further illustrates the different types of criteria that a COUNTIF
Service Ratings
Network
Type
Total Possible points
H
B
H
B
BT&T
Blue Phone
Horizen
Spuce
Average
East
Midwest
South
West
Total
100
100
100
100
400
81
53
51
90
90
80
70
88
77
91
75
86
55
90
82
345
265
302
247
69
80
83
78
Percent
Figure 2
Chapter 5 Page 2
Chapter 5-Countif(s)/Sumif(s)/Averageif(s)/Large/Small/Rank
function can use. Using Figure 8 and the 3-step process, solve the following problems.
Question #1: Write an Excel formula to determine the number of rating scores for all providers
and all regions that received an unacceptable rating. The minimum acceptable rating is 80.
What value will result?

The question asks for the number of scores below 80 for all providers and regions. To
answer this question, count the number of scores in the range C5:F8 that are less than 80.

The COUNTIF function can be used to count the number of cells that meet a criterion. The
first argument is the range, which in this case is C5:F8. The criterion is less than 80. Hence,
the formula would be =COUNTIF(C5:F8, “<80”). The resulting value is 5, since five of
the ratings listed are below 80. Note that this function also ignores cells that are blank.

Since the formula is not copied, all cell references should be left as relative.
Should a cell reference be used instead of the value 80 so that if the acceptable score changes so
would the result of the function? In general it is always better to reference a value, so if it
changes it needs to be modified in just one place. However, the COUNTIF function
algorithm is not setup to recognize a cell reference together with a relational
operator. It will accept a simple cell reference (E1) or a relational operator (“<80”) but not
both (“<E1”) unless additional special characters are added.
Question #2: Write an Excel formula in cell B12 (not shown) to determine the number of
networks of either type B or type Z.

To solve this problem without a computer look for the data that specifies each provider’s
network type (column B) and then count the number that meets the criteria, which is either
a B or Z.

The COUNTIF function can only count the number of entries that meet one single criterion,
not two. However, the number of B’s can first be counted and then added to the number of
Z’s: =COUNTIF(B3:B7,“B”)+COUNTIF(B3:B7,“Z”)

Since this formula is not copied, no absolute cell referencing is required.
A MORE COMPLEX EXAMPLE:
Consider the example in Figure 9 which contains a slightly modified version of the rating
spreadsheet including a Summary by network type in rows 11 through 13.
A
1
B
C
D
E
F
G
Service Ratings
2
Network
Type
3 Total Possible points
East Midwest South
100
100
100
West
100
Total
400
86
55
90
82
345
265
302
247
4
5 BT&T
6 Blue Phone
7 Horizen
8 Spuce
H
B
H
B
81
53
51
90
90
80
70
88
77
91
75
9
10
11
12
13
# in
Total
Total
Total
Total
Total - all
Summary Network East
Midwest
South
West
regions
H
2
132
160
179
176
647
B
2
143
80
152
137
512
Z
0
0
0
0
0
0
Figure 3
Chapter 5 Page 3
Chapter 5-Countif(s)/Sumif(s)/Averageif(s)/Large/Small/Rank
What formula will be needed in cell B11 to determine the number of networks of type H? How
can this formula be written so that it can be copied down the column to automatically calculate
this value for type B networks and type Z networks? Solve using our 3-step process as follows:

To determine the number of type H networks, count the number of occurrences of “H” in the
Network Type column in the range B5:B8.

A COUNTIF function counts the number of values that meet a criterion. The range of cells
the criterion will be compared to is B5:B8 and the criterion is “H”, so the corresponding
formula will be =COUNTIF(B5:B8,“H”).

Consider copying the formula down the column to cell B12. The formula used in cell B12
should count the number of type B networks. If the formula in cell B11,
=COUNTIF(B5:B8,“H”),
is
copied
relatively
the
new
formula
will
be
=COUNTIF(B6:B9,“H”).
o
Notice that the range argument will change by one cell; the new range excludes the data
in cell B5 and includes the blank cell in row 9. This range should remain unchanged by
adding absolute cell referencing to the rows. Now the resulting formula would be
=COUNTIF(B$5:B$8,“H”).
o
Although the range is now correct, this formula as written still adds the number of type
H networks instead of the number of type B networks. One solution is to use a cell
reference to specify the criteria instead of placing an ‘H’ directly into the formula. The
reference A11 can be used, since cell A11 contains the value “H”. When the formula
=COUNTIF(B$5:B$8,A11) is copied down, the reference will change to A12,
corresponding to the value “B” as desired.
THE SUMIF FUNCTION
Again consider the worksheet in Figure 9. In the summary, the total rating points for each
network type and region appear in cells C11:G13. Calculating these values using the tools we’ve
learned thus far would require writing a different formula for each row. This solution would be
tedious and would require updating if the network types were to change in the future. The
process used to calculate the total for each cell is essentially the same - in each region the rating
points are added for only companies that have the corresponding network type. Ideally, this
process should be automated to sum values that meet a specific criterion.
Chapter 5 Page 4
Chapter 5-Countif(s)/Sumif(s)/Averageif(s)/Large/Small/Rank
THE SUMIF FUNCTION SYNTAX:
The SUMIF Function is designed to add all values in a range that meet a specified criterion. Its
syntax is as follows:
=SUMIF(criteria_range,criteria,sum_range)
The SUMIF function has three arguments:
(1) The criteria range is the range of values to be compared against the criterion.
(2) The criteria argument is the specific value (text, numerical, Boolean) or relational
expression to compare each value in the criteria range to.
(3) The sum range is the corresponding range of cells to sum if the criterion has been met.
If this range is the same as the criteria range then it may be omitted.
This function works almost identically to the COUNTIF function in that its ranges must be
continuous and the criteria may be a value, cell reference, or relational expression. The same
syntactical rules apply for specifying criteria.
USING THE SUMIF FUNCTION:
Before tackling the question at the beginning of this section, consider some simple examples of
the SUMIF function using the spreadsheet in Figure 10
A
1
B
C
D
E
F
G
Service Ratings
2
Network
Type
3 Total Possible points
East Midwest South
100
100
100
West
100
Total
400
86
55
90
82
345
265
302
247
4
5 BT&T
6 Blue Phone
7 Horizen
8 Spuce
H
B
H
B
81
53
51
90
90
80
70
88
77
91
75
9
10
11
12
13
# in
Total
Total
Total
Total
Total - all
Summary Network East
Midwest
South
West
regions
H
2
132
160
179
176
647
B
2
143
80
152
137
512
Z
0
0
0
0
0
0
Figure 4
Question #1: Write an Excel formula to determine the total points awarded to all type H
network providers from all regions combined.

First look at column B and decide which providers have a type H network, and then add the
total points of those providers only. Column G lists the total points that each provider
received.

The manual step-by-step process of solving this problem involved adding values if a specific
criterion was met. This can be accomplished using a SUMIF function.

The first argument of the SUMIF function is the criteria_range. In this case, column B
(B5: B8) contains the value to be compared to the criterion, the Network type.
Chapter 5 Page 5
Chapter 5-Countif(s)/Sumif(s)/Averageif(s)/Large/Small/Rank

The second argument is the criteria, in this case whether or not the network type of the
provider is type H. In Excel syntax this is written as an “H”. Note that quotations marks
are required as the criterion is text.

The third argument is the sum_range. In this case add the values in column G in the
corresponding rows 5 through 9. The resulting formula would be:
=SUMIF(B5:B8,“H”, G5:G8)

Since this formula is not copied, none of the cell references need to be made absolute.
Question #2: Ratings below 70 for a specific provider/region are considered unacceptable.
Write an Excel formula in cell H5 (not shown) to calculate the total points for BT&T earned from
regions with unacceptable ratings. Write the formula so that it can be copied down the column.

To do this manually, look at each of the point totals for BT&T by region. If the region has a
point value of less than 70, we would include it in the sum. In this case all regions are above
70 and the total would be 0.

A SUMIF adds values that meet a criterion.
o
The first argument is the range to compare with the criterion. In this case the range is
C5:F5 which contains each region’s rating points.
o
The second argument is the criteria. To find values less than 70 use the syntax “<70”.
Note the unusual syntax; when using a relational operator as part of the SUMIF criteria
use quotation marks around the entire expression.
o
The third argument is the values to be added. Since this range is identical to the criteria
range (C5:F5), this argument can be omitted (however, including it will work as well).
The resulting formula is:
=SUMIF(C5:F5,“<70”).

Now this formula must be copied down the column. In cell H6, the formula should be the
sum of the unacceptable ratings for Blue Phone. Copying this formula down one row to cell
H6, the resulting formula will be =SUMIF(C6:F6, “<70”). The range is correctly modified
so there is no need for absolute references. Since the criteria for Blue Phone is the same as
the criteria for BT&T, this argument also requires no additional modifications..
Chapter 5 Page 6
Chapter 5-Countif(s)/Sumif(s)/Averageif(s)/Large/Small/Rank
COMPLETING THE SUMMARY TABLE:
Now return to our original example. How can the summary by network type be completed in
cells B11:G13 (Figure 11)? Remember that we want to write a single Excel formula in cell C11
that will total the points for the East region for network type H and can be copied down the
column and across the row to calculate the corresponding totals for types B and Z in each of the
four respective regions.
A
1
B
C
D
E
F
G
Service Ratings
2
Network
Type
3 Total Possible points
East Midwest South
100
100
100
West
100
Total
400
86
55
90
82
345
265
302
247
4
5 BT&T
6 Blue Phone
7 Horizen
8 Spuce
H
B
H
B
81
53
51
90
90
80
70
88
77
91
75
9
10
11
12
13
# in
Total
Total
Total
Total
Total - all
Summary Network East
Midwest
South
West
regions
H
2
132
160
179
176
647
B
2
143
80
152
137
512
Z
0
0
0
0
0
0
Figure 5
The Solution:

Again, the solution will require that values be summed together if they meet a specific
criterion.

The SUMIF function will be best suited to implement the solution. To implement this for
only cell C11, write the Excel formula =SUMIF(B5:B8,A11,C5:C8). The criteria range
contains the phone provider’s network type in cells B5:B8, the criteria “H” will be referenced
as cell A11 to make copying possible later, and the sum range will encompass the East
region’s data in cells C5:C8.

The challenge is how to make this work when copied BOTH down the column and across the
row. Let’s consider each direction separately.
o
What is the correct formula for cell C12 to sum the points for network type B in the East
region? The formula needed will be =SUMIF(B5:B8,A12,C5:C8).
 Notice that the criteria_range does not change when copied down requiring
absolute cell referencing for the criteria_range row references
 The criteria “H” in cell A11 changes to “B” (cell A12). So this row reference of the
criteria argument must be relative.
 Neither does the sum_range change when copied down, this too will require
absolute row referencing
 The formula at this point, before considering copying across, should be modified
to =SUMIF(B$5:B$8,A12,C$5:C$8).
o
The formula needed in cell D11 to sum the points for network type H in the Midwest
region is =SUMIF(B5:B8,A11,D5:D8).
Chapter 5 Page 7
Chapter 5-Countif(s)/Sumif(s)/Averageif(s)/Large/Small/Rank

Notice the criteria_range argument again stayed the same requiring absolute
column references.
 When copying across from column C to column D the criteria argument stayed
the same; this too will need an absolute column reference.
 And finally notice that the sum_range does change from C5:C8 to D5:D8 when
copyed across from cell C11 to D11. Thus the column reference should be relative
for the sum_range argument.
The final formula should then be: =SUMIF($B$5:$B$8,$A11,C$5:C$8).
The final formula contains a criteria range that has both an absolute column reference and
absolute row reference; it never changing regardless of where it is copied. The criteria changes
when copied down but remains the same when copied across, requiring an absolute column
reference. The sum range, which changes when copied across but remains the same when copied
down, requires an absolute row reference.
In cases where formulas are copied in two directions, mixed cell referencing is often needed for
a formula to result in the correct solution. Furthermore, extra $’s not only affect the readability
of the formula, but can also result in incorrect formulas when the formula is copied. As a
rule of thumb, only include absolute cell referencing if the formula is incorrect
without it. Minimize absolute cell referencing whenever possible.
NOTE: THIS CHAPTER DOES NOT CONTAIN INFORMATION FOR THE FOLLOWING
FUNCTIONS. YOU SHOULD REFER TO THE EXCEL HELP SCREEN AND THE TEXTBOOK,
“YOUR OFFICE”. YOUR LECTURER WILL GO OVER THESE FUNCTIONS IN DETAIL.
SUMIFS
COUNTIFS
AVERAGEIF(S)
RANK
LARGE
SMALL
Chapter 5 Page 8
Chapter 5-Countif(s)/Sumif(s)/Averageif(s)/Large/Small/Rank
PRACTICE PROBLEM 5.1 - EXPENDITURES
A
B
C
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
House Rent
Electricity Bill
Groceries
Gas
Water
Expense
Type
rent
utilities
food
utilities
utilities
Entertainment other
TOTAL
Jan
D
E
F
Expense Profile (JAN - MAY)
G
H
I
J
K
L
M
N
Feb
March
April
May
Total
Fraction
(Jan)
Fraction
(feb)
Fraction
(mar)
Fraction
(apr)
Fraction
(may)
Fraction
(tot)
$ 2,500.00
$ 290.00
$ 565.00
$ 234.00
$ 120.00
54%
5%
11%
5%
3%
52%
7%
13%
5%
2%
57%
5%
13%
5%
3%
55%
7%
12%
6%
2%
52%
7%
14%
5%
2%
54%
6%
12%
5%
3%
22%
21%
17%
19%
20%
20%
$
$
$
$
$
500.00
50.00
100.00
50.00
30.00
$ 500.00
$ 70.00
$ 120.00
$ 45.00
$ 20.00
$ 500.00
$ 40.00
$ 110.00
$ 40.00
$ 30.00
$ 500.00
$ 60.00
$ 105.00
$ 50.00
$ 20.00
$ 500.00
$ 70.00
$ 130.00
$ 49.00
$ 20.00
$
200.00
$ 200.00
$ 150.00
$ 170.00
$ 187.00 $
$
930.00 $ 955.00 $ 870.00 $ 905.00 $ 956.00 $ 4,616.00
907.00
Minimum
Salary
$ 1,500.00
Savings
$ 570.00 $ 545.00 $ 630.00 $ 595.00 $ 544.00 $ 544.00
% savings
38%
36%
42%
40%
36%
%change of savings
-4%
from Jan to Feb
# of months with savings
3
> 37%
jan
feb
mar
apr
may
totals by category
rent
500
500
500
500
500
utilities
130
135
110
130
139
food
100
120
110
105
130
other
200
200
150
170
187
Above is a spreadsheet with your expense and income information from January through May.
Answer the following questions assuming the cells in gray are inputs already provided for you.
1. Write an Excel formula in cell C9, which can be copied across the row, to calculate the total
costs for January.
2. Write an Excel formula in cell H3, which can be copied down the column, to calculate the total
expenditure for rent from January through May.
3. Assuming your salary is the same each month (C11), write an Excel formula in cell C12 that
can be copied across the row to calculate the amount saved in that month.
4. Write an Excel formula in cell C13, which can be copied across the row, to calculate the
percent of salary that is saved in that month.
Chapter 5 Page 9
Chapter 5-Countif(s)/Sumif(s)/Averageif(s)/Large/Small/Rank
5. Write an Excel formula in cell I3, which can be copied both down and across, to calculate
your January rent costs as percent of the total cost for January.
6. Write an Excel formula in cell C14 to calculate the percent change in savings from January to
February.
7. Write an Excel formula in cell C15 to calculate the number of months in which the savings are
greater than 37% of your salary.
8. Write an Excel formula in cell H12 to calculate the minimum amount that was saved in any
month.
9. Write an Excel formula in cell C17 that can be copied both down and across to calculate
the sum of costs in the rent category for January. When copied down and across it should total
the costs of the corresponding category for each month.
Chapter 5 Page 10
Chapter 5-Countif(s)/Sumif(s)/Averageif(s)/Large/Small/Rank
PRACTICE PROBLEM 5.2 – ZAP VACUUM COMPANY
A
B
D
E
F
G
H
ZAP Vacuum Company - Monthly Compensation
1
Commission
2 Rate
3
4
5
6
7
8
9
10
11
12
13
14
C
Salesman
Arnold
Potsie
Howard
Ron
Lavern
Shirley
Total
Minimum
Maximum
Average
10%
Mar Total
April
April
April
Compensation Salaries
Sales
Commissions
$
1,400 $
500 $
10,000 $
1,000
$
3,000 $
500 $
5,000 $
500
$
2,780 $
500 $
25,000 $
2,500
$
1,925 $
500 $
250 $
25
$
500 $
500 $
3,000 $
300
$
1,000 $
500 $
1,000 $
100
$
$
$
$
10,605
500
3,000
1,768
$
$
$
$
3,000
500
500
500
$
$
$
$
44,250
250
25,000
7,375
$
$
$
$
4,425
25
2,500
738
Total April
Compensation
$
1,500
$
1,000
$
3,000
$
525
$
800
$
600
$
$
$
$
%
Change
from last % of April
Month
Sales
7%
23%
-67%
11%
8%
56%
-73%
1%
60%
7%
-40%
2%
7,425
525
3,000
1,238
You are the manager of a sales force for the ZAP Vacuum Company. Each month you prepare a
report totaling the compensation for each salesman and comparing it to the previous month’s
compensation. The spreadsheet you will fill out for this report is above and includes the
following information on salesman salaries and commissions:
 Each salesman earns a monthly salary plus a commission of their sales for that month.
 The rate of commission can be found in cell B2 which has been range named “comm”.
Each one of the following questions will ask you to write the formula that should
be used in a specific cell. Use cell references wherever possible.
1. Write the formula that would appear in cell E4 to calculate the value of Arnold’s
commission for April. Use the named range “comm” when writing your formula.
The formula must work when copied down the column to row 9.
2. Write a formula in cell F4, which can be copied down, to calculate the total
compensation received by Arnold in April.
3. Write a formula to be put in cell B11, which can be copied across, to calculate the
total compensation that was paid in March.
Chapter 5 Page 11
Chapter 5-Countif(s)/Sumif(s)/Averageif(s)/Large/Small/Rank
4. Write a formula to be put in cell B12, which can be copied across, to calculate the
minimum compensation that was paid to a salesman in March.
5. Write a formula to be put in cell B13, which can be copied across, to calculate the
maximum compensation that was paid to a salesman in March.
6. Write a formula to be put in cell B14, which can be copied across, to calculate the
average compensation that was paid in March.
7. In order to get a better picture of your company’s performance, you would like to
split up your analysis by looking at the top and bottom halves of your compensation
separately. For this question, you may assume that there are only 6 employees and
that none of the monetary cells are left blank.
a. Write a formula to be put in cell B15, which can be copied across, to calculate
the average of the top half (highest three) compensations that were paid in
March.
b. Write a formula to be put in cell B16, which can be copied across, to calculate
the average of the bottom half (lowest three) compensations that were paid in
March.
8. Write a formula to be put in cell G4 that can be copied down, to calculate the percent
change for Arnold of his total compensation from March to April. (The percent
should be positive if his compensation has increased.
9. Write a formula to be put in cell H4 that can be copied down, to calculate Arnold’s
April sales as a percentage of total April sales.
10. Write a formula that would automatically calculate the number of salesman who
increased their sales in April as compared with March.
11. Write a formula that would automatically calculate the total April sales commissions
for all salesman who had sales over $5000 in April
Chapter 5 Page 12
Chapter 5-Countif(s)/Sumif(s)/Averageif(s)/Large/Small/Rank
PRACTICE PROBLEM 5.3 --REALTY
A
B
C
Type
TownHouse
Flat
Flat
TownHouse
Flat
Flat
TownHouse
TownHouse
Pool
Yes
Yes
No
No
Yes
Yes
No
Yes
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
Lakeshore Realty
Belmont Apts
Swan Lake Apts
Heritage Condos
Fairview Apts
Wilmington Village
Atherton Place
Libery Plaza
D
E
Property Overview
Units Monthly Rent
In Use
Per Unit
50
$
950.00
75
$
700.00
50
$
725.00
40
$
1,100.00
80
$
600.00
100 $
575.00
50
$
1,000.00
75
$
825.00
Total Revenue
Number of properties with a pool
5
Summary by Apartment Type
TownHouse
Flat
# of properties
4
4
Revenue
$ 203,375.00 $ 194,250.00
Average Revenue
$ 50,843.75 $ 48,562.50
F
$
$
$
$
$
$
$
$
G
Monthly
Revenue
47,500.00
52,500.00
36,250.00
44,000.00
48,000.00
57,500.00
50,000.00
61,875.00
$ 397,625.00 Min
Max
H
I
J
K
Tenant Satisfaction Survey
Quality
5
4
3
3
4
2
5
4
2
5
Staff
4
4
3
5
3
1
3
5
Maint
5
4
4
4
4
2
3
4
1
5
Overall
4.67
4.00
3.33
4.00
3.67
1.67
3.67
4.33
2
5
1.67
4.67
Overall Quality
Top 3
Bottom 3
1
4.67
1.67
2
4.33
3.33
3
4
3.67
You are a real estate investor who owns a collection of apartment properties. Above is a
spreadsheet presenting both an overview of the properties and the results of a recent tenant
satisfaction survey. Please note that the gray cells contain provided information, while the
remaining cells are to be calculated by the formulas provided in the questions below.
1. Write an Excel formula in cell F3, which can be copied down, to calculate the current
monthly revenue for the corresponding property.
2. Write an Excel formula in cell F12 to calculate the total monthly revenue from all of
the properties.
3. Write an Excel formula in cell C13 to calculate the number of properties that have a
pool.
4. Write an Excel formula in cell B17 to calculate the number of townhouse properties
that you currently own. Write this formula so that when you copy it across it
calculates the number of flat style apartment properties that you own.
Chapter 5 Page 13
Chapter 5-Countif(s)/Sumif(s)/Averageif(s)/Large/Small/Rank
5. Write an Excel formula in cell B18 to calculate the revenue from the townhouse
properties that you currently own. Write this formula so that when you copy it
across it calculates the corresponding value for flat style apartments.
6. Write an Excel formula in cell B19 to calculate the average revenue bought in by a
townhouse property. Write this formula so that when you copy it across it calculates
the corresponding value for flat style apartments.
7. Write an Excel formula in cell K3, which can be copied down, to calculate the overall
tenant satisfaction score for each property. The overall score is calculated by taking
the average of the scores received for quality, staff, and maintenance. Round this
value to the nearest hundredth.
8. Write an Excel formula in cell H12, which can be copied across, to calculate the
minimum score received in this survey category.
9. Write an Excel formula in cell H13, which can be copied across, to calculate the
maximum score received in this survey category.
10. In cells J17 to J19 you would like to display the top three overall survey scores. Write
an Excel formula in cell J17 which, when copied down, will calculate the top three
overall scores received in the tenant survey.
11. Similarly, in cells K17 to K19 you would like to display the lowest three overall survey
scores. Write an Excel formula in cell K17 which, when copied down, will calculate
the lowest three overall scores received in the tenant survey.
Chapter 5 Page 14
Chapter 5-Countif(s)/Sumif(s)/Averageif(s)/Large/Small/Rank
PRACTICE PROBLEM 5.4 –EMPLOYEE ANALYSIS
A
B
C
D
1
Employee
Name
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
E
F
G
H
I
J
K
L
Promote
Put on
Probation
Employee Annual Review Analysis
JENNIFER
IAN
BENJAMIN
ALLAN
ANDREA
ANDREW
HENRY
BAEK
ARTHUR
SKYLER
SONIA
JOSHUA
JONATHAN
Salary
$45,600
$45,600
$56,000
$52,000
$63,300
$61,300
$61,300
$68,200
$65,200
$72,500
$74,530
$83,400
$78,600
2004
2005
Eligible for
Review Review
Retirement
Score Score
Job
Level
1
1
2
2
3
3
3
4
4
5
5
6
6
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
TRUE
FALSE
FALSE
TRUE
All employees with average scores >4.0
No one is eligible for retirement
Total salary for current level 6 employees
Only Level 6 employees up for retirement
4
5
4
3
1
5
3
2
3
3
1
1
4
4
5
3
4
3
1
3
3
4
3
4
2
5
Average
2006
Year of
Average
Review
Review Last
Review
Score >
Score Promotion Score
4.0
5
2006
4.33
TRUE
5
2005
5.00
TRUE
2
2004
3.00 FALSE
3
2003
3.33 FALSE
2
2003
2.00 FALSE
4
2003
3.33 FALSE
1
2006
2.33 FALSE
3
2006
2.67 FALSE
2
2006
3.00 FALSE
2
2006
2.67 FALSE
2
2004
2.33 FALSE
3
2005
2.00 FALSE
4
2004
4.33
TRUE
Quantity:
FALSE
TRUE
FALSE
FALSE
FALSE
TRUE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
TRUE
3
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
TRUE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
1
FALSE
FALSE
$ 162,000
FALSE
You are the supervisor of an accounting department for a large corporation and need to evaluate
your employees for possible promotions or for indicating if probationary action required. Above
is a spreadsheet that you have created to keep track of all the related information including the
name, salary, job level, retirement eligibility, performance review scores (1-worst to 5 best) for
the past 3 years and the year of last promotion for each employee. You will be completing this
worksheet by filling in the required formulas.
1. Write an Excel formula to be put in cell I3, which can be copied down the column, to
calculate the average review score for the past 3 years of the employee. Round this value to
the nearest hundredth.
2. Write an Excel formula in cell J3, which can be copied down the column, to determine
whether this average review exceeds 4.0. The result should be a True/False Boolean value.
3. Write an Excel formula in cell F18 to determine whether (TRUE/FALSE) all the employees’
average review scores for the past 3 years exceed 4.0.
Chapter 5 Page 15
Chapter 5-Countif(s)/Sumif(s)/Averageif(s)/Large/Small/Rank
4. Write an Excel formula in cell K3, which can be copied down the column, to determine
whether (TRUE/FALSE) this employee is recommended for promotion this year. An
employee will be recommended for promotion if they have a performance review score of
over 4.0 in any of the past 3 years and have not been promoted any time after 2005.
5. Write an Excel formula in cell L3, which can be copied down the column, to determine
whether (TRUE/FALSE) this employee should be placed on probation. An employee should
be placed on probation if their performance review score for 2006 is lower than 2.0, or if
their average performance review score is lower than 2.0.
6. Write an Excel formula in cell F19 to determine (TRUE/FALSE) if there are no employees
eligible for retirement.
7. Write an Excel formula in cell K16, which can be copied across to cell L16, to calculate the
total number of employees that will be recommended for promotion or probation
respectively.
8. Write an Excel formula in cell F20 to calculate the total salary for all employees combined,
whose job level is 6.
9. Write an Excel formula in cell F21 to determine (TRUE/FALSE) if only employees with job
levels of 6 are eligible for retirement. This formula need not work if the job levels are later
modified.
Chapter 5 Page 16
Chapter 5-Countif(s)/Sumif(s)/Averageif(s)/Large/Small/Rank
PRACTICE PROBLEM 5.5 –AIRLINE PROBLEM
You and your friends are trying to choose an airline to use for your summer travel plans. If all of
you use the same airline the travel agent has agreed to give you 10% discount off each ticket.
Each of you has different requirements for where you wish to go and each airline flies to
different locations. Some of you also have requested that the airline have a frequent flyer
program. Use cell references in your formulas wherever possible. Each person’s
preferences are as follows:
Jane wants to fly an airline that goes to all locations.
Mark wants to fly an airline that goes to NY or Chicago and has a frequent flyer
program.
Tom wants to fly an airline which does not go to a foreign country but does go to
NY.
1. Write a formula in G2, to be copied down, to determine if Jane wants to fly Air Canada.
2. Write a formula in H2, to be copied down, to determine if Mark wants to fly Air Canada.
3. Write a formula in I2, to be copied down, to determine if Tom wants to fly Air Canada.
4. Write a formula in J2 to be copied down to determine the number of people who want to fly
Air Canada.
5. Write a formula in J7 (not shown) to test if any of the airlines are acceptable to all three
people.
Chapter 5 Page 17