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Excel 2010
Critical Data
Analysis Using
Functions
V O L U M E
Excel 2010 Critical Data Analysis Using Functions For The Haas School of Business, UC Berkeley - Dash Designs Consulting
Excel 2010 Critical Data Analysis Using Functions For The Haas School of Business, UC Berkeley - Dash Designs Consulting
Table of Contents
Managing Large Amounts Of Data
Excel 2010 Critical Data Analysis Using Functions For The Haas School of Business, UC Berkeley - Dash Designs Consulting
Microsoft
Excel 2010
Data Analysis
With Functions
For
CHAPTER
Jerry Maletsky
Dash Designs Consulting
Technology Training And Consulting
Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Steps:
TO
Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Zoomed to
selected cells
(i.e. 150%)
Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Conditional Formulas
Reference Worksheet:
Conditional Formulas
Comparison Operator
=
Description
Equal To
<>
Not Equal To
>
Greater Than
<
Less Than
>=
<=
Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Conditional Formulas
IF Function Examples
=IF(D14>50,E14*1.25,0)
=IF(Average
(J25:J45<=130),K25*3.5,K25*2.5)
=IF(C10<>Average(D10:D25),Yes, No)
=IF(A15=G35,500, )
Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Conditional Formulas
Reference Worksheet:
Conditional Formulas
=IF(I8=A,H8*10%,IF(I8=B,H8*5%,H8*2%))
=IF(B5>=500,A,IF(B5>=400,B,IF(B5>=300,C,IF
(B5>=200,D,F))))
Note: In a multiple nested IF Statement Function you type a closing
parenthesis for each IF Statement you created (up to 255).
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Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Conditional Formulas
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CHAPTER
Conditional Formulas
Reference Worksheet:
Multiple Conditions
=IF(AND(B6<100000,D6=E),Yes, )
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Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
Reference Worksheet:
Multiple Conditions
CHAPTER
Conditional Formulas
=IF(OR(B6<100000,D6=E),30 days, )
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CHAPTER
Conditional Formulas
Reference Worksheets:
ISERROR Statements
Description
#N/A
#VALUE
#REF
#DIV/0
#NUM
#NAME
#NULL
=IF(ISERROR(Average(F8:F13)),No Data,Average(F8:F13))
(See Next Page for Worksheet example)
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Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Conditional Formulas
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CHAPTER
Conditional Formulas
Reference Worksheet:
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Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Conditional Formulas
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CHAPTER
Conditional Formulas
Reference Worksheet:
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Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Conditional Formulas
Note:
Criteria has to
be evaluated
as an And
condition. That
is, they can not
be mutually
exclusive.
Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Argument
Lookup Value
(D6)
Table_Array
(Customers)
Col_Index_Num
(5)
Range_Lookup
(False)
Description
Cell Address, Number, or Text String that is found in your
worksheet and matches a value in the first column of the list.
Cell Range or Name of cell range that makes up the cell
range of your list.
The number that represents the column in the list that
contains the value that you want to retrieve. For example, if
the value that you want is in the 5th column of the list, the
value you enter is 5.
A Logical value of True or False. True (or left empty) asks
Excel to find the closest lowest value if it cannot find an
exact match to your Lookup_Value. False asks Excel to only
find an exact match to your Lookup_Value or else return an
error message (#N/A)
Customer List
Table named
Customers
Sorted in
Ascending Order
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Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Ranking Data
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=PERCENTILE(B5:B12,0.5)
Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
Reference Worksheet:
Ranking Data
CHAPTER
=PERCENTRANK(B5:B12,B9,3)
Note:
The Significance
argument refers to
the number of
decimal places to
calculate to in this
function.
If no significance is
specified, then it is
assumed to be
calculated to 3 decimal places.
Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Reference Worksheet:
Ranking Data
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=QUARTILE(B5:B12,3)
Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
Reference Worksheet:
Ranking Data
CHAPTER
=RANK(B7,B5:B12) or =RANK(C7,C5:C12,1)
Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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CHAPTER
Function
Description
=Today( )
=Now( )
=Date
(Year,Month,Day)
Displays the date based on the arguments you enter. For example, if
you enter ...
=Date(2004,10,15) the result displayed will be 10/15/2004.
Important: Dates should be entered by using the DATE function, or
as results of other formulas or functions. Problems can occur if dates
are entered as text.
=Days360
(StartDate,EndDate)
=NetWorkDays
(StartDate,EndDate,
Holidays)
=Year(Date)
=Month(Date)
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Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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CHAPTER
Reference Worksheet:
=Today( )
=Now( )
28
=Date(2007,3,15)
returns 3/15/2007
Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
Reference Worksheet:
CALCULATING
THE
CHAPTER
The Days360 function calculates the number of days between the two
dates, based on a 360-day year. Although there are typically 365 days
in a year many companies base their calendar year
on a 360 day period.
Example:
=Days360(StartDate,EndDate,Method)
Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Reference Worksheet:
=NetWorkDays(StartDate,EndDate,Holidays)
Note: CurrentDate in the above calculation is a Named Range that refers to the
value in cell A4. Holidays is a Named
Range that refers to the values in cells
B11:B25.
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Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
Reference Worksheet:
CHAPTER
=YearFrac(StartDate,EndDate)
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Reference Worksheet:
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Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
Reference Worksheet:
CHAPTER
=Text(Value,Format)
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Financial Functions
FINANCIAL FUNCTIONS
Excel provides a variety of financial functions that make calculating
fiscal data more efficiently.
These include:
Function
34
Description
PMT
NPV
RATE
FV
Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Reference Worksheet:
Financial Functions
FINANCIAL FUNCTIONS
CHAPTER
Reference Worksheet:
Text Functions
TEXT FUNCTIONS
Text functions allow the user to extract information from a larger
entry in a cell.
These include:
Function
36
Description
LEFT
RIGHT
MID
PROPER
Excel 2010 Data Analysis With Functions - The Haas School of Business, UC Berkeley - Dash Designs Consulting
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Reference Worksheet:
Text Functions
TEXT FUNCTIONS