DAY 4:
EXCEL CHAPTERS 1 & 2
Rohit
rorohit@mix.wvu.edu
August 31st, 2015
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THINGS TO REMEMBER
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MyITLab Lesson A Due 8th September
In Class Project soon.
Conditional Statements
Payments
Lookup Functions
Range Names
Manage Range Names
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BASIC FORMATTING
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Alignment
Labels- Merge & Center
Indent
Wrap Text
Borders
Fill Color
Font Color
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BASIC FUNCTIONS
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SUM
AVERAGE
MAX
MIN
MEDIAN
COUNT
RANK
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DATES AND TIME
• TODAY()
• NOW()
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CONDITIONAL
• IF(condition, then, else)
– Equal =
– Not Equal <>
– Less Than <, LT or Equal <=
– Greater Than >, GT or Equal >=
• Example: You want to add bonus points if
there is a yes in the bonus column
– IF(C2=“YES”,B2+$E$2,B2)
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NESTED FUNCTIONS
• You can use a function as the parameter
for another function.
• Example: Drop the lowest grade
– 5 Assignments, 25 points each
– SUM(B2:F2, -MIN(B2:F2))
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PAYMENTS
• Used for calculating loan payments
• PMT(rate, number of periods, present
value)
– Rate is per payment period
– Present value of the Loan / Investment
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LOOKUP FUNCTIONS
• VLOOKUP(value, lookup table, column)
– value is the item to look up
– the table should use absolute references
($A$1:$B$6)
– column is the column in the lookup table to
get the return value
• HLOOKUP(value, lookup table, row)
– same as VLOOKUP, but for horizontal lookup
tables
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RANGE NAMES
• Range names make it easier to specify
ranges in formulas and find ranges within
large spreadsheets
– Must begin with a letter or underscore
– Only letters, numbers, underscores, and
periods
• You can reference the range in formulas
with the name instead of using absolute
references
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MANAGING RANGE NAMES
• Name Box
• Name Manager Tool
– Formulas->Name Manager
– Can add, edit, or delete ranges names
• Use in Formula
– Paste Names as documentation
– Find name for formula
• Autocomplete will show range names, double
click the name to fill it in
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TEXT MANIPULATION
• Convert Text to Columns
– Data->Text to Columns
– Just like importing text files
• CONCATENATE()
– Combines text
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CHANGING CASE
• PROPER()
– Also known as title case
– First letter of each word capitalized
• UPPER()
• LOWER()
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SUBSTITUTE
• SUBSTITUTE(text, old text, new text, n)
– text: the text you want to make the
substitution to
– old text: the text you want to remove
– new text: the text you want to replace old text
with
– n: which occurrence to change
• If n is not specified, all text matching old text will be
replaced with new text
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OTHER TEXT FUNCTIONS
• TRIM()
– Removes leading and trailing spaces
• LEFT(text, n)
– Returns the leftmost n characters of text
• RIGHT(text, n)
– Returns the rightmost n characters of text
• MID(text, start, n)
– Returns n characters of text, starting with the
character in the position specified by start
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XML
• eXtensible Markup Language
• Why use XML?
• Each piece of data has a tag that specifies
what it represents
• A tag is like a label
• HTML is a specific form of XML with limited
tags (<h1>header</h1>, <b>bold</b>, etc.)
• XML can have any tag
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XML
• Wrong XML File
• XML only carries data
• No information on how to display it (like
Word, Excel, etc.)
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XML SYNTAX
• Element
– Start tag, end tag, and data
• Tags
– Tags use angled brackets <>
– End tags must have the same name as the start
tag, but are prefixed with a /
– <example>data</example>
– Tags are case sensitive so you can’t end an
<example> with </Example>
• Comments <!-- comment tags do not need an
end tag -->
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XML IMPORT
• Data Ribbon->From Other Sources->From
XML Data Import
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CUSTOM XML IMPORTS
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File->Open->Select XML File
Choose “Use the XML Source task pane”
Drag elements to the desired cells
Right click on the XML area, XML->Import
and select the XML file again
• Excel will import the data in the format you
laid out
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CHARTS
• Charts are visual representations of data.
• Important Chart Terms
– Chart Area: entire chart
– Plot Area: area where data is displayed
– Title: brief description of chart
– X-axis: labels and scale or category
– Y-axis: labels and scale or category
– Legend: labels for colors used
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TYPES OF CHARTS
• Column/Bar Charts
– Clustered
– Stacked
– 100% Stacked
• Line Charts
– Simple
– Stacked
– 100% Stacked
• Pie Charts
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Simple
Exploded Pie
Pie of Pie
Bar of Pie
• Area Charts
– Like line charts, but
area below line is filled
• Scatter Plot
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MORE CHART TYPES
• Stock Charts
– High-Low-Close
– Open-High-Low-Close
(candlestick)
– With or without volume
(how many shares
were traded) data
• Surface Chart
– 3D plot of two
variables per category
• Doughnut Chart
– Like pie chart, but can
show multiple data
series
• Bubble Chart
– Like scatter chart, but
shows three variables.
– The 3rd variable
controls the size of the
bubble
• Radar Chart
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Log OFF
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