# How To Use Excel With A Calculator

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3 Introduction The Excel software package consists of three basic parts: its electronic spreadsheet, graphics, and database utilities. Using a single set of data, these separate utilities can work together or individually. This workshop concentrates on defining Excel functions, using the function wizard, and using the Data Analysis Toolpak. Objectives The goal of this workshop is to introduce participants to the more complex features of Excel. After today's workshop participants will be able to: define terms used in creating functions create and edit a function using the Function Wizard identify add-in functions perform data analysis using Data Analysis Tools create a formula with the Conditional Sum wizard learn to trouble shooting a formula Prerequisites It is assumed that the participants in this workshop have either taken the Excel: Data Management workshop or have equivalent skills. Related Training Available from ACS All workshops offered by Academic Computing Services (ACS), a division of Information Services, are free to KU students, staff, faculty, and approved affiliates. The general public is also welcome to most workshops, but some ACS workshops require a registration fee for them. To learn more about or register for workshops, receive automatic announcements of upcoming workshops, and track workshops you ve registered for and have attended, visit the ACS Web site at You can also check our online schedule at for a list of class offerings and their availability. For further workshop related questions, please Academic Computing Services The University of Kansas

4 Definitions Term Formula Formula syntax Formula bar Order of precedence Definition A formula is an equation that analyzes data on your worksheet. Formulas perform calculations such as addition or multiplication; formulas can also combine values. In Excel, all formulas begin with an equal sign (=) and are followed by the data the formula calculates. Formula syntax is the structure or order of the formula elements. All formulas begin with an equal sign (=) followed by operands (the data to be calculated) and the operators. Operands can be values that don't change (constants), a range reference, a label, a name, or a worksheet function. The formula bar is an area located at the top of the worksheet window that is used to enter or edit values or formulas in cells or charts. The formula bar displays the constant value or formula in the active cell. To display or hide the formula bar, click Formula Bar on the View menu Formulas are calculated left to right, using order of precedence, unless the use of parentheses changes the order of calculation. Example: = *4 or = (10+10)*4 Excel performs operations in the order shown in the following table. If a formula contains operators with the same order of precedence, Excel evaluates the operators from left to right. For example, if you enter the formula, , the calculation is performed left to right since both + and have the same precedence. If you enter the formula, * 5, Excel performs the multiplication first since * has a higher precedence than +. To change the order of evaluation, enclose the part of the formula to be calculated first in parentheses. Operator Description : (colon), (comma) (single space) Reference operators Negation (as in 1) % Percent ^ Exponentiation * and / Multiplication and division + and - Addition and subtraction & String Concatenation =, <, >, <=, >=, <> Comparison Academic Computing Services The University of Kansas

6 To access the Function Wizard, 1. Select the cell in which you want the results of the function to display. 2. Click the Function Wizard button on the Standard toolbar ( ) or select Function from the Insert menu 3. Select a function category from the list on the left of the Paste Function dialog box. A list of function names (grouped by category) displays on the right. To view all functions, click All on the Category list. Paste Function dialog box 4. Double-click the function name listed on the right and the Function Palette displays. The Function Palette displays input boxes and explanations to provide the necessary function arguments. The palette also displays sample function results. Function input and argument dialog box 5. Enter the necessary arguments in the input boxes. To select ranges on your worksheet, click beside the appropriate dialog box. Excel hides the Function Palette so that you can use your mouse to manually select the correct range(s). To return to the Function Palette, click or press Return. 6. Click OK when you have finished entering arguments. Academic Computing Services The University of Kansas

7 Sample Functions in the Function Wizard During the workshop, the following functions demonstrate the Function Wizard and Paste Function dialog box. CONCATENATE COUNT The Concatenate function joins several text strings into one text string. The "&" operator can be used instead of CONCATENATE to join text items. Syntax Arguments Notes CONCATENATE (text1,text2,...) text1, text2, are 1 to 30 text items that will be joined into a single item. The text items can be text strings, numbers, or single-cell references. CONCATENATE ("Academic ", "Computing ", "Services") is equivalent to "Academic Computing Services." If cell A2 contains "Academic " and B2 contains "Computing " then CONCATENATE (A2,B2, "Services") is equivalent to "Academic Computing Services." Counts the number of cells that contain numbers and numbers within the list of arguments. Syntax COUNTA Arguments COUNT(value1,value2,...) value1, value2, are 1 to 30 arguments that can contain or refer to a variety of different types of data, but only numbers are counted. Counts the number of cells that are not empty and the values within the list of arguments. Use COUNTA to count the number of cells that contain data in a range or array. Syntax Arguments COUNTA(value1,value2,...) value1, value2, are 1 to 30 arguments representing the values you want to count. In this case, a value is any type of information, including empty text ("") but not including empty cells. Academic Computing Services The University of Kansas

8 COUNTBLANK Counts empty cells in a specified range of cells. Cells with formulas that return "" (empty text) are also counted. Cells with zero values are not counted. Syntax COUNTIF Arguments COUNTBLANK(range) Range is the range of cells where you want to identify blank cells. Counts the number of cells within a range that meet the given criteria Syntax VLOOKUP Arguments COUNTIF(range, criteria) Range is the range of cells where you want to count cells. Criteria are the forms of a number, expression, or text that will be counted. For example, criteria can be expressed as , "123456", ">123456", "enrolled". In general, lookup functions are used to lookup data in one list and return a corresponding value. Vlookup (vertical lookup) is one of several lookup functions, but since data is generally organized in columns, vlookup is used frequently. Syntax Arguments VLOOKUP(lookup_value, table_array, col_index_num, range_lookup) lookup_value is the value to be found in the first column of the table array. The lookup_value can be a value, a reference, or a text string. Table_array is the table of information in which data is looked up. If you create a range name like List or Sales_Table, it is easy to copy the function without losing your reference to the table range. Otherwise you will need to use absolute addressing in specifying the table. The values in the first column of table_array can be text, numbers, or logical values. Col_index_num is the column number in the table_array from which the matching value must be returned. For example, a col_index_num of 2 returns the value in the second column in table_array. If col_index_num is less than 1, VLOOKUP returns the #VALUE! error value; if col_index_num is greater Academic Computing Services The University of Kansas

11 A B 1 Names Ages 2 Brown 23 3 Zeller 16 4 Smith 45 5 McGrath 33 6 Jefferson 29 7 Jones 55 8 Whitehead 48 9 Mancusi Yashima Winters Maher Griffin 28 A 1 Bin Bin Range In the example above, the bin range contains the age intervals. When setting up a histogram, make sure the intervals for the bin range are specified in ascending order. Output Range The results of the distribution can be placed in an area on the current worksheet, on another worksheet within the same workbook, or in another workbook. Creating the Histogram Before accessing the Histogram Analysis tool, make sure your worksheet is setup properly. See Setting up the data above. To create a histogram: 1. Choose Analysis Tool from the Tools menu 2. Select Histogram from the Data Analysis list box. 3. Click OK to display Histogram dialog box. Academic Computing Services The University of Kansas

12 The Histogram dialog box 4. Enter the range of cells to analyze in the Input Range: input box. 5. Enter the Bin range in the Bin Range: input box. If you omit the bin range, Excel creates a set of evenly distributed bins between the data's minimum and maximum values. 6. Specify the output range. See Output options below Output Options Output Range Enter the reference for the upper-left cell of the output table. The size of the output area is automatically determined and Excel displays a message if the output table might overwrite existing data. New Worksheet Ply Click to insert a new worksheet in the current workbook and paste the results starting at cell A1 of the new worksheet. You can name the worksheet by typing a name in the input area after selecting New Worksheet Ply. New Workbook Click to create a new workbook and paste the results on a new worksheet in the new workbook. Other Histogram Options Labels Select Labels if the first row or column of your input range contains labels. Clear this check box if your input range has no labels; Excel generates appropriate data labels for the output table. Academic Computing Services The University of Kansas

14 The Conditional Sum Wizard Analyzing Data with the Pivot Table A PivotTable is an interactive table that summarizes, or cross-tabulates, large amounts of data. You can rotate rows and columns to view various summaries of data. You can also filter data by displaying different pages or display the details for areas of interest. The PivotTable summarizes data by using a summary function that you specify, such as Sum, Count, or Average. You can include subtotals and grand totals automatically, or use your own formulas by adding calculated fields and items. A Pivot Table wizard provides help in creating pivot tables. Before creating a Pivot Table Before starting the Pivot Table wizard, 1. Your worksheet data must be organized in a list or database format. (See the Excel: Data Management handout.) 2. Place your cursor inside the list. 3. Remove all subtotals created with Data->Subtotals command since grand and subtotals are automatically created as part of the pivot table. (See the Excel: Data Management outline.) Creating a Pivot Table Before beginning the Pivot Table Wizard, make sure you have followed the instructions above. 1. Select Pivot Table Report from the Data menu. The first step of the Wizard displays. 2. Identify the location of your Pivot Table data source. The default setting is an Excel list or database on your current worksheet. Click Next. Academic Computing Services The University of Kansas

15 3. Select the range of cells that comprise your list. If your cursor is inside the list or database area, Excel selects the data automatically. You can redefine the list if necessary by using your mouse to select the data source and then press Enter to return to the dialog box. 4. Click Next. 5. A sample pivot table layout displays. The Pivot Table Wizard Any column labels on your list are displayed as buttons and referred to as fields. Each field can be placed in one of four parts of the pivot table. Row: Any field placed in the Row area becomes a row label. Column: Any field placed in the column area becomes a column label. Data: Any numeric field placed in the Data area is summarized (sum, average, etc.). Page: Any field you want to use as a filter is placed the Page area. 6. To place a field in the pivot table, drag the field name to the appropriate area. 7. Click Next when the layout is complete. 8. Select the location for the pivot table. The default is to place the table on a new worksheet. You can designate an area of an existing worksheet if you select Existing Worksheet and then use your mouse to identify the upper left corner of the Pivot Table. 9. Click Finish Editing the Pivot Table You can edit and format many components of the Pivot Table. To select areas of the Pivot Table, use the following table as a guide. Clicking Row Field Row item Selects All row labels All item data Academic Computing Services The University of Kansas

16 Column field Column item Summary label Grand Total label All column labels All item data Entire table Column or row totals Table Components and Selection Double-click the row or column fields to display the Pivot Field dialog box. If the above methods do not select, from the PivotTable tool bar (see below), click Select and Enable Selection. Pivot Table Toolbar When a Pivot Table is displayed on a worksheet, the Pivot Table toolbar automatically displays. The Pivot Table toolbar Click to access the original Pivot Table wizard and to access the Pivot Table Field dialog box. Both these buttons can be used to change the Pivot Table data display and values. Deleting the Pivot Table To delete a Pivot Table 1. On the PivotTable menu of the PivotTable toolbar, point to Select and select Enable Selection. 2. Click a cell in the PivotTable. 3. On the PivotTable toolbar, point to Select and then click Entire Table. 4. On the Edit menu, point to Clear, and then click All. When you delete a PivotTable, the source data is not deleted or changed. Array Formulas An array formula is a formula that performs multiple calculations and returns either a single result or multiple results. Array formulas act on two or more sets of values known as array arguments. Each array argument must have the same number of rows and columns. You create array formulas the same way that you create basic, single-value formulas. Entering an array formula To enter an array formula, 1. Select the cell or cells that will contain the formula. Academic Computing Services The University of Kansas

17 2. Enter the formula. 3. Press CTRL+SHIFT+ENTER to enter the formula within the cell. Brackets {} display around the entire formula, including the equal sign. If you want only a single result, Excel may need to perform several calculations to generate that result. Troubleshoot errors in formulas If you have problems when creating functions, check the following to trouble-shoot your formulas. Double-click on the cell that contains the formula to edit the formula. The worksheet ranges and the corresponding arguments within the formula display in colors to clearly define you formula arguments. Parentheses are part of a matching pair. When you create a formula, Excel displays parentheses in color as they are entered. Make sure you use the correct range operator when you refer to a range of cells. When you refer to a range of cells, use a colon (:) to separate the reference to the first cell in the range and the reference to the last cell in the range. Make sure you have entered all arguments that are required and not any extras. Some functions have required arguments. You can enter, or nest, no more than seven levels of functions within a function. If the name of a workbook or a worksheet you refer to contains a non-alphabetic character, you must enclose the name within single quotation marks. Make sure each external reference contains a workbook name and the path to the workbook. Do not format numbers as you enter them in formulas. For example, even if the value you want to enter is \$1,000, enter 1000 in the formula. Academic Computing Services The University of Kansas

18 Getting Additional Help ACS provides consulting and Q&A help in a variety of ways: 785/ Last Update: 02/14/2003 Academic Computing Services The University of Kansas

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