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Using Excel 07, part 2

Using Excel 07, part 2. IF, AND, OR, NOT functions, Nested formulas, Charts, Dynamic charts, Pivot tables. IF Function. 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)

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Using Excel 07, part 2

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  1. Using Excel 07, part 2 IF, AND, OR, NOT functions, Nested formulas, Charts, Dynamic charts, Pivot tables

  2. IF Function • 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 • Use the key F4

  3. AND, OR, NOT Statements • 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

  4. OR Statement • 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

  5. AND Statement • 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

  6. NOT Statement • 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

  7. Charts • Different charts for different types of data • 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

  8. Chart tools contextual tab • 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

  9. Pivot Charts and Tables • Allows you isolate and filter data points on the fly • Insert>Pivot table or pivot chart • You can see more data with a table • Choose data fields with checkmarks • Start with one or two then add • You can drag values into horizontal or vertical axis

  10. Dynamic charts: data • 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

  11. Dynamic charts: chart • Select a bar chart (Insert tab>Chart) • Pull up Select Data (Design>Select data) • Choose “Edit” in Category • Label range: A4-A13

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