Lookup functions cheat sheet

hi chat, can you give me a cheatsheet of all the lookup

functions, syntax, use and exmaple

Got it 👍
Here’s a cheat sheet of Excel Lookup Functions with syntax, use, and examples —
covering old + new Excel functions:

🔎 Lookup Functions Cheat Sheet

1. LOOKUP
Syntax:
LOOKUP(lookup_value, lookup_vector, [result_vector])
Use: Looks up a value in one row/column and returns a value from the same or
another row/column.
Example:
=LOOKUP(80, {60,70,80,90}, {"D","C","B","A"}) → returns "B"

2. VLOOKUP (Vertical Lookup)

Syntax:
VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup])
Use: Searches for a value in the first column of a range and returns a value from
a specified column.
Example:
=VLOOKUP(101, A2:D10, 3, FALSE) → Finds ID 101 in column A, returns 3rd

column value.

3. HLOOKUP (Horizontal Lookup)

Syntax:
HLOOKUP(lookup_value, table_array, row_index_num, [range_lookup])

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 Use: Searches for a value in the first row and returns a value from a specified
row.
Example:
=HLOOKUP("Math", A1:H5, 3, FALSE) → Finds "Math" in row 1, returns 3rd row

value.

4. XLOOKUP (Modern Replacement for VLOOKUP/HLOOKUP)

Syntax:
XLOOKUP(lookup_value, lookup_array, return_array, [if_not_found],

[match_mode], [search_mode])

Use: Searches for a value in a row/column and returns a corresponding result

(supports left lookup).
Example:
=XLOOKUP("Apple", A2:A10, B2:B10, "Not Found") → Looks for "Apple" in

column A, returns corresponding value in B.

5. INDEX
Syntax:
INDEX(array, row_num, [col_num])

Use: Returns the value at a specific row/column in a range.

Example:
=INDEX(B2:D5, 2, 3) → Returns the value in 2nd row, 3rd column of the range.

6. MATCH
Syntax:
MATCH(lookup_value, lookup_array, [match_type])

Use: Returns the position of a value in a range (not the value itself).
1 = less than or equal, 0 = exact match, -1 = greater than or equal.

Example:
=MATCH(40, {10,20,30,40,50}, 0) → returns 4

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 7. INDEX + MATCH (Flexible Alternative to VLOOKUP)
Use: INDEX returns the value, MATCH finds the position.
Example:
=INDEX(B2:B10, MATCH(101, A2:A10, 0))

→ Looks up ID 101 in column A, returns corresponding value in column B.

8. CHOOSE
Syntax:
CHOOSE(index_num, value1, [value2], …)

Use: Returns a value from a list based on its position.

Example:
=CHOOSE(3, "Red","Blue","Green","Yellow") → returns "Green"

9. FILTER (Dynamic Array Function)

Syntax:
FILTER(array, include, [if_empty])

Use: Returns values that meet a condition.

Example:
=FILTER(A2:C10, B2:B10="HR", "No Match") → Filters all rows where column B

= "HR".

10. SEARCH + FIND (String Lookup)

SEARCH Syntax:
SEARCH(find_text, within_text, [start_num]) → Case-insensitive.

FIND Syntax:
FIND(find_text, within_text, [start_num]) → Case-sensitive.

Example:
=SEARCH("cat","Concatenate") → returns 4 (position of "cat")

📝 Quick Usage Summary

LOOKUP → Old-school lookup.

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 VLOOKUP / HLOOKUP → Lookup vertically/horizontally.
XLOOKUP → Modern, flexible lookup (can replace VLOOKUP & HLOOKUP).
INDEX + MATCH → More powerful & flexible than VLOOKUP.
CHOOSE → Pick from a list.
FILTER → Extract matching rows.
SEARCH / FIND → Find text position in strings.

👉 Do you want me to also make this into a one-page PDF-style cheatsheet

(formatted like a reference card) so you can keep it handy during practice?

if there is a freuency distrubituion table 10-20, 20-30

and grades associated with each fro f to a, and
someone score 46, how will you calculate grade

Great question — let’s carefully unpack this.

You have:

A frequency distribution table with class intervals like 10–20, 20–30, 30–40, …
Grades assigned to each interval (say: 10–20 → F, 20–30 → E, … up to A).
Someone scores 46 and you need to find the grade.

Step 1: Identify the class interval containing the score

Score = 46
Interval boundaries (assuming equal width):
10–20
20–30
30–40
40–50
50–60
Since 46 lies in 40–50, the grade will correspond to that interval.

Step 2: Assign the grade

Suppose you’ve mapped intervals to grades like:

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 10–20 → F
20–30 → E
30–40 → D
40–50 → C
50–60 → B
60–70 → A
Since 46 ∈ (40–50) → Grade = C.

✅ Answer: The person who scored 46 gets the grade corresponding to the 40–50
interval (C, in this example).

⚠️ One subtlety: If the table was cumulative frequency distribution and not a direct
“interval-to-grade” mapping, then you’d first compute the percentile rank of 46 and
then map that percentile to grades (say, top 10% = A, next 20% = B, etc.).

👉 Can you confirm — is your table a direct class interval-to-grade mapping (like
marks → grades), or a frequency distribution table where grades are based on
relative standing (percentiles)?

in excel

Ah! You want to calculate the grade in Excel based on a score and a
frequency/grade table. Here’s how you can do it step by step.

Suppose your table looks like this:

MinScore MaxScore Grade

0 10 F

10 20 E

20 30 D

30 40 C

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 MinScore MaxScore Grade

40 50 B

50 60 A

Your score is in cell G2 (say 46).

Option 1: Using VLOOKUP with approximate match

1. Rearrange the table so the lookup value is the lower bound (MinScore):
MinScore Grade

0 F

10 E

20 D

30 C

40 B

50 A

2. Use this formula:

excel

=VLOOKUP(G2, A2:B7, 2, TRUE)

Explanation:
G2 → the score (46)

A2:B7 → the table with MinScore and Grade

2 → return the Grade column

TRUE → approximate match (find the largest value ≤ score)

Result: B (since 46 ≥ 40 but < 50)

Option 2: Using LOOKUP

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 excel

=LOOKUP(G2, A2:A7, B2:B7)

Works the same way as VLOOKUP with approximate match.

Option 3: Using IF formulas (less elegant for many intervals)

excel

=IF(G2<10,"F",IF(G2<20,"E",IF(G2<30,"D",IF(G2<40,"C",IF(G2<50,"B","A"))))))

Works but becomes cumbersome if there are many intervals.

✅ Best practice: Use VLOOKUP with approximate match or LOOKUP for clean,
scalable grading.

If you want, I can make a ready-to-paste Excel formula that will automatically
calculate the grade for any score and any table without restructuring the table.

Do you want me to do that?

now, can you give a cheatsheet of conditiona function

Absolutely! Here’s a comprehensive Excel Conditional Functions Cheat Sheet —

with syntax, use, and examples. I’ll cover both single-condition and multiple-
condition functions.

⚡ Excel Conditional Functions Cheat Sheet

1. IF
Syntax:
IF(logical_test, value_if_true, value_if_false)
Use: Checks a condition and returns one value if TRUE, another if FALSE.

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 Example:
=IF(A1>=50,"Pass","Fail") → If A1 ≥ 50 → "Pass", else "Fail"

2. IFERROR
Syntax:
IFERROR(value, value_if_error)

Use: Returns a custom value if a formula results in an error.

Example:
=IFERROR(1/0,"Division Error") → Returns "Division Error" instead of

#DIV/0!

3. IFS (Excel 2016+)

Syntax:
IFS(condition1, value1, condition2, value2, …)

Use: Checks multiple conditions in order, returns the value of the first TRUE
condition.
Example:
=IFS(A1>=90,"A",A1>=80,"B",A1>=70,"C",A1>=60,"D",TRUE,"F")

4. SWITCH (Excel 2016+)

Syntax:
SWITCH(expression, value1, result1, value2, result2, ..., [default])

Use: Compares a single value against a list of possibilities.

Example:
=SWITCH(A1,1,"One",2,"Two",3,"Three","Other")

5. COUNTIF
Syntax:
COUNTIF(range, criteria)

Use: Counts cells that meet a single condition.

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 Example:
=COUNTIF(B2:B10,">50") → Counts cells in B2:B10 > 50

6. COUNTIFS (Multiple Conditions)

Syntax:
COUNTIFS(criteria_range1, criteria1, [criteria_range2, criteria2], …)

Use: Counts cells meeting all specified conditions.

Example:
=COUNTIFS(A2:A10,">50",B2:B10,"Pass") → Counts rows where A>50 AND

B="Pass"

7. SUMIF
Syntax:
SUMIF(range, criteria, [sum_range])

Use: Sums cells that meet a single condition.

Example:
=SUMIF(A2:A10,">50",B2:B10) → Sum values in B2:B10 where A2:A10>50

8. SUMIFS (Multiple Conditions)

Syntax:
SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2,

criteria2], …)

Use: Sums cells meeting all specified conditions.

Example:
=SUMIFS(C2:C10,A2:A10,">50",B2:B10,"Pass") → Sum C where A>50 AND

B="Pass"

9. AVERAGEIF
Syntax:
AVERAGEIF(range, criteria, [average_range])

Use: Returns the average of cells meeting a condition.

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 Example:
=AVERAGEIF(A2:A10,">50",B2:B10) → Average B where A>50

10. AVERAGEIFS (Multiple Conditions)

Syntax:
AVERAGEIFS(average_range, criteria_range1, criteria1, [criteria_range2,

criteria2], …)

Use: Returns the average of cells meeting all conditions.

Example:
=AVERAGEIFS(C2:C10,A2:A10,">50",B2:B10,"Pass") → Average C where A>50

AND B="Pass"

11. TEXTJOIN + IF (Array Conditional) (Dynamic)

Syntax:
=TEXTJOIN(", ", TRUE, IF(condition_range=criteria, text_range,""))

Use: Returns a list of values meeting a condition.

Example:
=TEXTJOIN(", ", TRUE, IF(A2:A10>50,B2:B10,"")) → Lists B values where

A>50

(Press Ctrl+Shift+Enter in older Excel for array formula)

✅ Quick Notes
Use IF / IFS / SWITCH → for decision-making logic.
Use COUNTIF(S), SUMIF(S), AVERAGEIF(S) → for conditional aggregation.
Use IFERROR → to handle errors in conditional formulas.
Combine IF + LOOKUP/XLOOKUP → for grading based on score ranges.

If you want, I can make a compact one-page visual “Conditional Functions Cheat
Sheet” for Excel, similar to the lookup functions sheet, so it’s easy to reference while
working.

Do you want me to do that?

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 functions like rand, randbetween sequence, all of them

Perfect! Let’s make a comprehensive Excel Random & Sequence Functions Cheat
Sheet — including RAND , RANDBETWEEN , SEQUENCE , and related functions.

🎲 Excel Random & Sequence Functions Cheat Sheet

1. RAND
Syntax:
RAND()

Use: Returns a random decimal number between 0 and 1.

Example:
=RAND() → 0.2387
Notes:
Recalculates whenever the sheet recalculates (F9).
Multiply to scale: =RAND()*100 → random number 0–100

2. RANDBETWEEN
Syntax:
RANDBETWEEN(bottom, top)
Use: Returns a random integer between bottom and top.
Example:
=RANDBETWEEN(1,100) → 57

Notes:
Useful for simulating dice rolls, random IDs, test scores.

3. RANDARRAY (Excel 365 / 2021+)

Syntax:
RANDARRAY([rows], [columns], [min], [max], [integer])
Use: Returns an array of random numbers.

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 Example:
=RANDARRAY(5,1,10,50,TRUE) → 5 random integers between 10–50

Notes:
integer = TRUE → returns integers; FALSE or omitted → decimals

Can generate multi-row, multi-column arrays

4. SEQUENCE
Syntax:
SEQUENCE(rows, [columns], [start], [step])

Use: Generates a sequence of numbers in array form.

Example:
=SEQUENCE(5) → 1,2,3,4,5 vertically

=SEQUENCE(3,4,10,5) → 3 rows, 4 columns starting at 10, step 5

5. ROW / COLUMN
ROW → Returns the row number of a reference.
=ROW(A5) → 5

=ROW() → row of current cell

COLUMN → Returns the column number of a reference.

=COLUMN(C1) → 3

Use: Often combined with formulas to generate sequences:

=ROW(A1:A10) → generates 1–10 when dragged

6. SEQUENCE + RANDARRAY for Dynamic Random Tables

Example:
=RANDARRAY(5,3,1,100,TRUE) → 5×3 table of random integers 1–100

Example with SEQUENCE:

=SEQUENCE(10,1,101,1) → Numbers 101 to 110

7. RANK / RANK.EQ / RANK.AVG (optional, sometimes used with

random numbers)

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 Syntax:
RANK(number, ref, [order])

Use: Rank a number in a list (1 = highest if order=0)

Example:
=RANK(46, A1:A10, 0) → rank of 46 in A1:A10

✅ Quick Notes
RAND() → decimal 0–1
RANDBETWEEN() → integer
RANDARRAY() → array of random numbers (decimal or integer)
SEQUENCE() → generate sequences (1D or 2D)
ROW / COLUMN → generate dynamic references for sequences
Combine SEQUENCE + RANDARRAY → create structured random data tables

If you want, I can create a single-page Excel Functions Cheat Sheet combining:
1. Lookup functions
2. Conditional functions
3. Random & Sequence functions

…so you have all key Excel functions in one reference sheet.

Do you want me to make that?

now, all date functions

Absolutely! Here’s a complete Excel Date Functions Cheat Sheet — covering all
commonly used date functions with syntax, use, and examples.

📅 Excel Date Functions Cheat Sheet

1. TODAY

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 Syntax:
=TODAY()

Use: Returns the current date.

Example:
=TODAY() → 13-Sep-2025

2. NOW
Syntax:
=NOW()

Use: Returns the current date and time.

Example:
=NOW() → 13-Sep-2025 12:34 PM

3. DATE
Syntax:
=DATE(year, month, day)

Use: Returns a date from year, month, day values.

Example:
=DATE(2025,9,13) → 13-Sep-2025

4. DATEVALUE
Syntax:
=DATEVALUE(date_text)

Use: Converts text representing a date into an Excel date serial number.
Example:
=DATEVALUE("13-Sep-2025") → 45113

5. DAY / MONTH / YEAR

DAY → Returns day of month
=DAY(A1) → 13 (if A1 = 13-Sep-2025)

MONTH → Returns month number

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 =MONTH(A1) → 9

YEAR → Returns year

=YEAR(A1) → 2025

6. DAYS / DAYS360
DAYS → Difference in days between two dates
=DAYS(end_date, start_date) → =DAYS("15-Sep-2025","13-Sep-2025")

→2
DAYS360 → Calculates days assuming 360-day year (for financial calculations)
=DAYS360("01-Jan-2025","31-Dec-2025") → 360

7. EDATE
Syntax:
=EDATE(start_date, months)

Use: Returns the date n months from start_date

Example:
=EDATE("13-Sep-2025",3) → 13-Dec-2025

8. EOMONTH
Syntax:
=EOMONTH(start_date, months)

Use: Returns last day of month n months from start_date

Example:
=EOMONTH("13-Sep-2025",0) → 30-Sep-2025

=EOMONTH("13-Sep-2025",2) → 31-Nov-2025

9. WORKDAY / WORKDAY.INTL
Syntax:
=WORKDAY(start_date, days, [holidays]) → adds working days

WORKDAY.INTL → allows custom weekend definitions

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 Example:
=WORKDAY("13-Sep-2025",5) → 20-Sep-2025 (skips weekends)

10. NETWORKDAYS / NETWORKDAYS.INTL

Syntax:
=NETWORKDAYS(start_date, end_date, [holidays]) → counts working days

between two dates

NETWORKDAYS.INTL → custom weekends
Example:
=NETWORKDAYS("13-Sep-2025","20-Sep-2025") → 6

11. WEEKDAY
Syntax:
=WEEKDAY(serial_number, [return_type])

Use: Returns the day of the week as a number

Example:
=WEEKDAY("13-Sep-2025") → 7 (Saturday if Sunday=1)

12. WEEKNUM
Syntax:
=WEEKNUM(serial_number, [return_type])

Use: Returns week number of the year

Example:
=WEEKNUM("13-Sep-2025") → 37

13. TEXT (for dates)

Syntax:
=TEXT(value, format_text)

Use: Converts a date to text in custom format

Example:
=TEXT("13-Sep-2025","DD-MMM-YYYY") → 13-Sep-2025

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 =TEXT("13-Sep-2025","dddd") → Saturday

14. TODAY + Arithmetic

Add or subtract days:
=TODAY()+10 → 10 days from today

=TODAY()-5 → 5 days ago

✅ Quick Notes
DATE → create date from numbers
TODAY / NOW → dynamic current date/time
DAY / MONTH / YEAR → extract parts of date
EDATE / EOMONTH → date arithmetic by months
WORKDAY / NETWORKDAYS → exclude weekends/holidays
WEEKDAY / WEEKNUM → day/week analysis
TEXT → custom date formatting

If you want, I can now make a complete “All Excel Functions Cheat Sheet” including:
Lookup functions
Conditional functions
Random & sequence functions
Date functions

…all in one single-page visual sheet for quick reference.

Do you want me to do that?

now, text functions

Perfect! Here’s a complete Excel Text Functions Cheat Sheet — covering commonly
used text manipulation functions with syntax, use, and examples.

📝 Excel Text Functions Cheat Sheet

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 1. CONCAT / CONCATENATE
Syntax:
CONCAT(text1, [text2], …) (newer Excel)
CONCATENATE(text1, text2, …) (older Excel)

Use: Joins multiple text strings into one.

Example:
=CONCAT(A1," ",B1) → "John Doe"
=CONCATENATE(A1," ",B1) → same result

2. TEXTJOIN
Syntax:
TEXTJOIN(delimiter, ignore_empty, text1, [text2], …)

Use: Joins multiple text strings with a delimiter; can ignore empty cells.
Example:
=TEXTJOIN(", ", TRUE, A1:A5) → "Apple, Orange, Banana"

3. LEFT / RIGHT / MID

LEFT(text, num_chars) → Returns the first n characters
=LEFT("Excel",2) → "Ex"

RIGHT(text, num_chars) → Returns the last n characters

=RIGHT("Excel",3) → "cel"

MID(text, start_num, num_chars) → Returns n characters starting from

position
=MID("Excel",2,3) → "xce"

4. LEN
Syntax:
LEN(text)

Use: Returns the length of text (number of characters including spaces)

Example:
=LEN("Hello World") → 11

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 5. TRIM
Syntax:
TRIM(text)

Use: Removes extra spaces (leaving only single spaces between words)
Example:
=TRIM(" Hello World ") → "Hello World"

6. UPPER / LOWER / PROPER

UPPER(text) → Converts text to uppercase
=UPPER("Excel") → "EXCEL"

LOWER(text) → Converts text to lowercase

=LOWER("Excel") → "excel"

PROPER(text) → Converts text to proper case (first letter capital)

=PROPER("hello world") → "Hello World"

7. FIND / SEARCH
FIND(find_text, within_text, [start_num]) → Case-sensitive
SEARCH(find_text, within_text, [start_num]) → Case-insensitive
Use: Returns the position of a substring in text
Example:
=FIND("c","Excel") → 3

=SEARCH("C","Excel") → 3

8. REPLACE / SUBSTITUTE
REPLACE(old_text, start_num, num_chars, new_text) → Replace part by position
=REPLACE("Excel",2,3,"ABC") → "EABCl"

SUBSTITUTE(text, old_text, new_text, [instance_num]) → Replace specific text

=SUBSTITUTE("2025-09-13","-","/") → "2025/09/13"

9. TEXT

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 Syntax:
TEXT(value, format_text)

Use: Convert numbers or dates to formatted text

Example:
=TEXT(1234.567,"$#,##0.00") → "$1,234.57"

=TEXT(TODAY(),"DD-MMM-YYYY") → "13-Sep-2025"

10. VALUE
Syntax:
VALUE(text)

Use: Converts text representing numbers or dates into numeric values

Example:
=VALUE("123.45") → 123.45

11. REPT
Syntax:
REPT(text, number_times)

Use: Repeats text n times

Example:
=REPT("*",5) → "*****"

12. CHAR / CODE

CHAR(number) → Returns the character for an ASCII code
=CHAR(65) → "A"

CODE(text) → Returns the ASCII code of the first character

=CODE("A") → 65

13. TEXTSPLIT (Excel 365 / 2021+)

Syntax:
TEXTSPLIT(text, col_delimiter, [row_delimiter])

Use: Splits text into an array by delimiter

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 Example:
=TEXTSPLIT("Apple,Orange,Banana",",") → {Apple, Orange, Banana}

14. TEXTBEFORE / TEXTAFTER / TEXTSPLIT (Dynamic Excel)

TEXTBEFORE(text, delimiter) → Returns text before delimiter
=TEXTBEFORE("John-Doe","-") → "John"

TEXTAFTER(text, delimiter) → Returns text after delimiter

=TEXTAFTER("John-Doe","-") → "Doe"

✅ Quick Notes
Combine LEFT/MID/RIGHT + FIND/SEARCH → extract text dynamically
TRIM + CLEAN → clean messy text
TEXT → format numbers/dates as text
SUBSTITUTE / REPLACE → modify text
TEXTJOIN / CONCAT → merge text

I can now create a complete all-in-one Excel Functions Cheat Sheet covering:
1. Lookup functions
2. Conditional functions
3. Random & sequence functions
4. Date functions
5. Text functions

…all in one single-page reference.

Do you want me to do that?

cheat hseet in creating a dashboard, differnt way of

summarisihg, right way of using slicers and tiemlines,
calculated field

Absolutely! Here’s a concise Excel Dashboard & Pivot Table Cheat Sheet that covers
dashboard creation, summarization, slicers/timelines, and calculated fields.

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 📊 Excel Dashboard & Pivot Table Cheat Sheet
1. Steps to Create a Dashboard
1. Data Preparation:
Clean data → remove blanks, duplicates, errors
Use Tables ( Ctrl+T ) for dynamic ranges
Format dates/numbers consistently
2. Summarize Data:
Pivot Tables: summarize data by rows/columns
Formulas: SUMIFS, COUNTIFS, AVERAGEIFS
Dynamic Arrays: FILTER, UNIQUE, SORT
3. Visual Representation:
Charts: Column, Bar, Line, Pie, Combo, Waterfall
Conditional Formatting: highlight KPIs, trends
Sparklines: mini trend charts in cells
4. Add Interactivity:
Slicers: filter Pivot Tables/charts visually
Timelines: filter by date (year/month/quarter)
5. Layout & Formatting:
Use consistent colors, borders, fonts
Keep KPIs visible at top
Use separate sheet for dashboard, keep raw data hidden

2. Different Ways of Summarizing Data

1. Pivot Tables:
Drag fields into Rows/Columns/Values/Filters
Use Value Field Settings: Sum, Count, Average, Max, Min
2. Formulas:
SUMIFS(range, criteria_range1, criteria1, …)

COUNTIFS(criteria_range1, criteria1, …)

AVERAGEIFS(average_range, criteria_range1, criteria1, …)

3. Dynamic Arrays (Excel 365/2021+):

UNIQUE(range) → remove duplicates

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 SORT(range, [sort_index], [sort_order])
FILTER(range, condition) → dynamic subset

3. Slicers
Use: Visually filter Pivot Tables/charts
Steps:
1. Insert → Slicer → choose field
2. Connect slicer to multiple pivot tables → Slicer Settings → Report
Connections

3. Format slicer → buttons, colors

Tips:
Use single-select for exact filters
Use multi-select to allow multiple categories
Use clear filter button for easy reset

4. Timelines
Use: Filter dates in Pivot Tables by year/month/quarter
Steps:
1. Insert → Timeline → select date field
2. Move timeline above Pivot Table/chart
3. Adjust time level: Years, Quarters, Months, Days
Tips:
Connect one timeline to multiple pivot tables/charts
Combine with slicers for multi-dimensional filtering

5. Calculated Fields in Pivot Tables

Use: Create custom metrics not in raw data
Steps:
1. Click Pivot Table → PivotTable Analyze → Fields, Items & Sets → Calculated
Field
2. Give a name → enter formula
3. Click Add → OK
Example:

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 Profit Margin = =Profit / Sales
Growth Rate = =(CurrentYear - PreviousYear) / PreviousYear
Tips:
Use existing Pivot fields in formula
Can also create Calculated Items for individual row/column values

6. Best Practices for Dashboards

Keep KPIs on top
Use consistent colors and formatting
Avoid clutter → focus on insight, not raw data
Use dynamic ranges (Tables/Named Ranges)
Use interactive controls → slicers, timelines, drop-downs

✅ Quick Summary of Tools

Feature Use

Pivot Table Summarize large data

quickly

SUMIFS / COUNTIFS Conditional

aggregation

Slicers Interactive filter by

category

Timelines Interactive filter by

date

Calculated Field Custom metrics inside

pivot

Charts Visualize insights

Conditional Highlight trends / KPIs

Formatting

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 If you want, I can make a visual one-page Excel Dashboard Cheat Sheet showing:

Pivot Table setup

Slicer & Timeline placement
Example of calculated fields & charts

It would be ready to follow when building dashboards.

Do you want me to do that?

how to add buttons and dropdoens

Got it! Here’s a complete guide on adding buttons and drop-downs in Excel for
dashboards and interactivity.

🟢 Excel Buttons & Drop-downs Cheat Sheet

1. Drop-down Lists (Data Validation)
Use: Let users select a value from a predefined list. Great for dashboards and
dynamic formulas.

Steps:
1. Select the cell(s) where you want the drop-down.
2. Go to Data → Data Validation → Data Validation.
3. Under Allow, select List.
4. In Source, type values separated by commas, e.g.:

mathematica

Red, Green, Blue

or select a range with your values:

makefile

=A1:A5

5. Click OK.

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 Tips:
Check In-cell dropdown to show arrow.
Use named ranges to make lists dynamic.
Can combine with VLOOKUP / INDEX-MATCH to make interactive
dashboards.

2. Form Control Buttons

Use: Trigger macros or link to actions (e.g., refresh data, navigate sheets).

Steps:
1. Enable Developer Tab:
File → Options → Customize Ribbon → Check Developer
2. Go to Developer → Insert → Form Controls → Button.
3. Draw the button on the sheet.
4. Assign a macro (or skip for now).
5. Right-click → Edit Text to rename button.
Tips:
Can use buttons for macro actions, jumping between sheets, or filter
triggers.
Combine with Slicers / Pivot Table filters for interactive dashboards.

3. Combo Box / Drop-down (Form Control)

Use: Interactive drop-down for dashboards, can link to a cell.

Steps:
1. Developer → Insert → Form Controls → Combo Box.
2. Draw box on sheet.
3. Right-click → Format Control:
Input range: your list of options
Cell link: cell to show selected value index
4. Click OK.
Tip: Use INDEX(InputRange, CellLink) to get actual selected value.

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 4. ActiveX Controls (Advanced Buttons / Drop-downs)
Use: More formatting and programming options.
Steps:
1. Developer → Insert → ActiveX Controls → Button / Combo Box
2. Right-click → Properties to customize
3. Assign VBA code by right-click → View Code
Tip: ActiveX is more flexible but slower for large dashboards; Form Controls are
preferred for simplicity.

5. Linking Buttons & Drop-downs to Actions

Drop-down selection → formula output:

graphql

=VLOOKUP(selected_value, table_range, 2, FALSE)

Button → Macro:
Example: Refresh Pivot Table

vba

Sub RefreshPT()
Sheets("Sheet1").PivotTables("PivotTable1").RefreshTable
End Sub

Combine drop-downs with charts or formulas to make dashboards dynamic.

✅ Quick Tips for Dashboards

Control Use Notes

Drop-down (Data Choose value Simple, no VBA

Validation) needed

Combo Box (Form Select & link to cell Good for interactive
Control) dashboards

Button (Form Trigger macros Easy & lightweight

Control)

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 Control Use Notes

ActiveX Controls Advanced Use only if needed

interactivity

Cell link Capture selection Use with

from controls INDEX/VLOOKUP

If you want, I can create a visual mini-dashboard example showing buttons, drop-
downs, slicers, timelines, and charts all working together — ready to use as a
template.

Do you want me to do that?

cheat sheet on what if analysis

Absolutely! Here’s a concise “What-If Analysis” Excel Cheat Sheet covering all major
tools, formulas, and best practices for modeling scenarios and forecasts.

🔮 Excel What-If Analysis Cheat Sheet

1. Purpose of What-If Analysis
Explore different scenarios by changing input values.
Evaluate outcomes like profit, revenue, or ROI under best case, worst case, and
most likely case.
Key tools: Data Tables, Scenario Manager, Goal Seek, Solver.

2. Goal Seek
Use: Find the input value needed to achieve a desired result.
Steps:
1. Data → What-If Analysis → Goal Seek
2. Set “Set cell” → the formula/result you want to reach

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 3. Set “To value” → desired result
4. Set “By changing cell” → the input variable
5. Click OK → Excel adjusts input to reach target
Example:
Desired profit = 50,000 → find sales quantity needed to achieve it.

3. Data Tables
Use: Analyze multiple input values at once to see impact on results.
Types:
One-variable table → single input variable
Two-variable table → two input variables

Steps (One-variable Table):

1. Set up your formula at the top of a column (e.g., Profit = Revenue - Cost).
2. List input values in a column below.
3. Select the table range (formula + input values).
4. Data → What-If Analysis → Data Table → Column Input Cell → select input
variable.
5. Click OK → table fills with results.

Steps (Two-variable Table):

1. Set formula at top-left cell of the table
2. Row input → variable along top row
3. Column input → variable along left column
4. Data → What-If Analysis → Data Table → select row & column input cells
Example: Profit based on different prices and quantities.

4. Scenario Manager
Use: Save and compare different scenarios (e.g., best, worst, expected).
Steps:
1. Data → What-If Analysis → Scenario Manager
2. Click Add → name scenario, select changing cells, enter values
3. Repeat for multiple scenarios
4. Click Summary → Excel generates a comparison table

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 Example:
Changing assumptions: Sales = 1000/1500/2000, Cost = 10/12/15 → compare
profits

5. Solver (Advanced What-If)

Use: Optimize a target by adjusting multiple variables with constraints
Steps:
1. Data → Solver
2. Set Objective → formula cell to maximize, minimize, or target value
3. Set By Changing Variable Cells → input cells
4. Add Constraints (e.g., budget ≤ 1,00,000)
5. Click Solve → Excel finds optimal solution
Example:
Maximize profit by adjusting production quantities under resource
constraints

6. Tips & Best Practices

Use tables or named ranges for input variables → easier scenario building
Combine with charts → visualize scenario impact
Use formulas dynamically linked to inputs → all What-If tools work seamlessly
Save Scenario Manager summary → for reports or presentations

✅ Quick Summary of Tools

Tool Use When to Use

Goal Seek Single input to Simple “backsolve”

reach target

Data Table Multiple inputs, Sensitivity analysis

see impact

Scenario Manager Save & compare Best/Worst/Expected

scenarios cases

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 Tool Use When to Use

Solver Optimize outcome Linear/non-linear

with constraints optimization

If you want, I can make a visual one-page What-If Analysis Cheat Sheet showing
Goal Seek, Data Table, Scenario Manager, and Solver examples — with arrows &
formulas — so you can follow it step by step while working in Excel.

Do you want me to do that?

conditional formatting

Absolutely! Here’s a complete Conditional Formatting Excel Cheat Sheet —

covering rules, formulas, icons, and best practices for dashboards and reports.

🎨 Excel Conditional Formatting Cheat Sheet

1. Purpose
Highlight important data automatically based on rules.
Spot trends, outliers, duplicates, top/bottom values, or progress.
Key tools: Built-in rules, formulas, color scales, icon sets, data bars.

2. Built-in Rules

2.1 Highlight Cells Rules

Greater Than / Less Than
Example: Highlight > 100 → fill color red
Between
Example: Between 50 and 80 → yellow
Equal To / Text that Contains / Date Occurring
Example: Text contains "Pending" → orange fill

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 2.2 Top/Bottom Rules
Top 10 Items / Bottom 10 Items
Top 10% / Bottom 10%
Above / Below Average
Example: Top 5% Sales → green fill

3. Data Bars
Use: Show magnitude visually in cell (like a mini-bar chart).
Example: Sales 50 → short bar, Sales 200 → long bar

4. Color Scales
Use: Gradient coloring based on value range.
Example: 2-color scale → lowest = red, highest = green
3-color scale → low = red, mid = yellow, high = green

5. Icon Sets
Use: Show symbols/icons based on value ranges
Examples:
Arrows ↑ ↓ → increase/decrease
Traffic lights → status
Stars → ratings

6. Using Formulas for Conditional Formatting

Use: Apply formatting based on a formula (flexible & dynamic)
Steps:
1. Select cells → Home → Conditional Formatting → New Rule → “Use a
formula…”
2. Enter formula → choose formatting → OK
Examples:
Highlight sales > target:

excel

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 =B2>C2

Highlight duplicates in range A2:A100:

excel

=COUNTIF($A$2:$A$100,A2)>1

Highlight row if status = “Pending”:

excel

=$C2="Pending"

7. Tips & Best Practices

Use relative & absolute references carefully in formulas
Limit overlapping rules → last-applied rule takes precedence
Use tables → conditional formatting auto-expands with new rows
Use clear rules → Home → Conditional Formatting → Clear Rules → Selected
Cells/Sheet
Combine with charts & dashboards → visual insights instantly

✅ Quick Reference Table

Rule Type Example Visual Effect

Highlight Cells > 100 Red fill

Top/Bottom Top 10% Green fill

Data Bar Sales value Bar inside cell

Color Scale 0–100 Gradient color

Icon Set Profit ↑↓ Arrows or symbols

Formula-based =$C2="Pending" Row highlighted

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 If you want, I can make a visual one-page Conditional Formatting Cheat Sheet with
examples of formulas, data bars, color scales, and icons, perfect for dashboards.

Do you want me to do that?

combiantion of lookups and condional

Absolutely! Let’s make a cheat sheet for combining Lookup functions with
Conditional logic in Excel — this is extremely useful for dynamic dashboards,
grading systems, or KPI calculations.

🔗 Excel Lookup + Conditional Functions Cheat Sheet

1. IF + VLOOKUP / HLOOKUP
Use: Return different values from a table based on a condition.
Syntax:

excel

=IF(condition, VLOOKUP(lookup_value, table_range, col_index, [range_lookup]),

"Alternative")

Example 1: Grading

css

Score in B2, Grade Table in D2:E6

=IF(B2>=0, VLOOKUP(B2,D2:E6,2,TRUE),"Invalid Score")

Explanation: Checks score is ≥0, then looks up grade in table; else shows
“Invalid Score”.

2. IFERROR + VLOOKUP
Use: Avoid #N/A when lookup fails.
Syntax:

excel

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 =IFERROR(VLOOKUP(lookup_value, table_range, col_index, [range_lookup]), "Not Found")

Example:

excel

=IFERROR(VLOOKUP(A2,Products!A:B,2,FALSE),"Item Missing")

Returns product name if found, else “Item Missing”.

3. INDEX + MATCH + IF
Use: More flexible than VLOOKUP; combine conditional logic.
Syntax:

excel

=IF(condition, INDEX(return_range, MATCH(lookup_value, lookup_range, 0)), "Alternative")

Example:

excel

=IF(B2="East", INDEX(SalesData!C:C, MATCH(A2, SalesData!A:A,0)), "Region Not East")

Returns sales only if region = East.

4. LOOKUP with Condition

Use: Return a value from a list based on a condition in another column.
Formula Example (Single Column Lookup with Condition):

excel

=LOOKUP(2,1/(ConditionRange="Yes"),ResultRange)

Explanation:
Finds the last value in ResultRange where ConditionRange = “Yes”.

5. Conditional Calculations with SUMIFS / COUNTIFS

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 Use: Lookup values based on conditions across multiple criteria.
SUMIFS Syntax:

excel

=SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2, criteria2], ...)

Example:

excel

=SUMIFS(Sales!C:C, Sales!A:A,"East", Sales!B:B,"Product A")

Returns total sales for Product A in East region.

6. Nested IF + LOOKUP for Multiple Conditions

Use: Assign values based on multiple ranges or thresholds.
Example: Grading

excel

=IF(B2>=90,"A",IF(B2>=80,"B",IF(B2>=70,"C","F")))

Or using LOOKUP table for better scalability:

excel

=LOOKUP(B2, {0,60,70,80,90}, {"F","D","C","B","A"})

Combines threshold logic + lookup.

7. Tips & Best Practices

Use IFERROR with VLOOKUP/INDEX-MATCH to avoid errors
Prefer INDEX + MATCH for flexible column lookup (VLOOKUP needs leftmost
column)
Use dynamic named ranges or tables for robust solutions
Combine with conditional formatting to highlight the result dynamically

✅ Quick Reference Table

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 Combination Example Use Formula Snippet

IF + VLOOKUP Conditional =IF(B2>0,VLOOKUP(B2,D:E,2,T

grading RUE),"NA")

IFERROR + Avoid #N/A =IFERROR(VLOOKUP(A2,A:B,2,F

VLOOKUP ALSE),"Missing")

INDEX + MATCH + IF Flexible lookup =IF(C2="East",INDEX(C:C,MAT

with condition CH(A2,A:A,0)),"")

LOOKUP + condition Last value based =LOOKUP(2,1/(CondRange="Yes

on criteria "),ResultRange)

SUMIFS / COUNTIFS Conditional =SUMIFS(Sales,Region,"East"

aggregation ,Product,"A")

Nested IF + Lookup Multiple thresholds =LOOKUP(B2,{0,60,70,80,90},

Table {"F","D","C","B","A"})

If you want, I can make a one-page visual cheat sheet showing all the
combinations of Lookup + Conditional functions with examples, perfect for
dashboards, grading, and KPI calculations.

Do you want me to do that?

all the formulas i have asked till now, combine them in

an exchel sheet

I’ve combined all the formulas and cheat sheets you asked for into a single Excel file.
You can download it here:

📂 Excel_Functions_CheatSheet.xlsx
It has categories like Lookup, Conditional, Date, Text, Dashboard tools, What-If
Analysis, Conditional Formatting, and Lookup + Conditional — each with syntax
and examples.

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 Would you like me to also add a sample dataset + demo formulas (ready-to-use
examples) inside the sheet, so you can practice directly?

column 1 name column 2 foirmula column 2 use

column 4 exaple

Here’s the updated Excel Master Cheat Sheet with the exact structure you
requested:

📂 Excel_Functions_Master_CheatSheet.xlsx
It has 4 columns:

1. Name (function/tool name)

2. Formula (syntax)
3. Use (purpose)
4. Example (ready-to-use)

Do you also want me to add a sample dataset tab where these formulas are
demonstrated live (so you can test VLOOKUP, SUMIFS, etc.)?

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