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EXCEL Notes

The document discusses various functions and features in Excel including SUMIFS, conditional formatting, pivot tables, macros, and more. It provides tips on using functions like SUMIFS to add multiple criteria, creating calculated fields in pivot tables, and recording macros to automate tasks. The summary covers the key topics but does not include all the details from the original document.

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Bodhayan Prasad
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© Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
112 views

EXCEL Notes

The document discusses various functions and features in Excel including SUMIFS, conditional formatting, pivot tables, macros, and more. It provides tips on using functions like SUMIFS to add multiple criteria, creating calculated fields in pivot tables, and recording macros to automate tasks. The summary covers the key topics but does not include all the details from the original document.

Uploaded by

Bodhayan Prasad
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Functions Plural conditional version of sumif: sumifs: 127 conditions ANDED

Tab Ctrl-a: only 1 time o for more: Alt m f Tab o!ens more conditions

elect 1st cell -" ctrl s#ift and do$n arro$

%&'(C1) *(stands for concatenation+ use for te,t based -ensure s!ell c#. but $#en modify t#is $ill c#an/e so0 $rin/ fully $ill better t#en

Te,t ran/e can be used only once0 number ran/e allo$ed any no of times

Evert#in/ s#ould start and end at same start and end for all: eit#er ro$1column Namin/ t#e ran/es 2.ind ref: relative C#an/e reference of formula: F2 F3 -" absolute *mi,ed in conditional formattin/+ Namin/: After select name s#o$s reference Ctrl s#ift and F2 : tic. to! ro$ and o. 4it Alt and select

Formula name mana/er creatin/ from cell

Ctl F2 Alt m n 5it#in t#e boo. : 6sin/ lable in formula0 if not ctrl-a: !ut criteria in %' Prb: if delete lable0 t#en formula turn to 7ref

Autosum elect ran/e and: CT89 D Nested if: :f*and*ca"&;<0d3"&;<+0'P'='F'+ Can >oin AND and ?8 And:2;;- true lo/ical function *doesn@t return false+ :f $it#in a if *nested if+: &if*:3"&A;0'o'0if*:3"&);0'E'0'B'++

elect entire ro$0 Ctrl s#ift and 2 do$n arro$

Date functions: Todays date-" ctrlCD or today*+:em!ty fn Can c#an/e format stored as number Time also: no$*+ Net$or.days*+ -" only sat and and sun :f $ant to include o$n #oliday: select t#e ran/e-" must be .e!t ready

2<1< fn: Net$or.days=intl*today*+0 date*2<1201101+011+ NE:11 from dro!do$n table

Edate*today0 no of mont#s a#ead in time Eomont#*today*+0no of mont#+ but t#is $ill ta.e t#e last date Date*120<A02F+ !rb: don@t understand aftr 2.0 so force by 2<12 ot#er$ise 1A12 5or.day*today0 no of $or.inday0 #oliday is o!tional+ 5ee.dayG :f 2; calander day: Today*+C2; 2 e,traction func: day mont# year Datedif*startdate0enddate0 ty!e diff in Huotes: d1m1y+ removed from e,cel after A;0 /ives calander days diff Diff of day %d' o!tion can use %I% instead Bives Ive in case days be#ind :n case of i/norin/ t#e year1mot# -" ym*i/nore y and ta.es mont# only+1md*i/nore m and /ic d diff+ Today-date*yyyy0mm0dd+ need to c#an/e t#e format to numberJ Days2F<G :f*f2"/20<0:f*isblan.*/2+0datedif*f20today*+='d'0datedif*f20/20'd'+++ Kall 2 if o!tions nested"

Conditional formattin/: Conditional formattin/-" #i/#li/#t cell-" /reater t#an -"to!1bot or color scales or icons -" mana/e rules

elect $1o #eader seletect ne$ rule 6se formula to determine $#ic# cell to formatted

&LM3&'E' *Mi,ed reference 3 is fi,ed+ Adv" filter by color in autofilter *ctrlCs#iftC9 I a!!ly1remove ?8 Alt AT+ Trans!ose form !aste s!ecial ?r from func: elect ro$s and column and $1o !ressin/ enter0 ty!e t#e eHuation *automatically /oes to 1st+ Trans!ose*+ Ctrl s#ift and enter as array func *so can@t c#an/e t#e value but !aste s!ecial $ill not loc. t#e ran/e: only diff+

Data Nalidation elect accounbtin/ but allo$ al!#abets0 c#an/e only in case of no a!!ear bt nt $it# validation Numbers only: continuos: Data"validation i1! ms/ 0 info1$arn1sto! no te,t validation: so custom &iste,t*select cell+ and*iste,t*e2+0left*e2+&'9'+ K9 is ca! #ere but its case insensitive" uniHue values only by t#e $ay0 #ere it is not case sensitive under formula: &countif*select ran/e and fi, itKF3"0 first cell in ran/e+&1 -it doesn@t $r. on e,istin/ data0 if so0 tem!late is made

ortin/ Custom sort: sort: multilevel sort Ctrl C s#ift C do$n and u! selects total Advance filter *in case autofilter can@t #andle $it# mor t#an 1 occurance " in case usin/ remove du!licate in data tab+ Creation of listJ

8ule1: same s#eet you s#ould #ave criteria Data"advance under sort n filtere" co!y to ne$ location eletct column #eadin/ and value *9to81To! to Eot+ in criteria ran/e Kcan be more t#an one: order of filter is order of condition" Co!y to: can be any cell C#. uniHue rec nly t#is $ill e,tact it to t#is cell ?nly disadv -" rerun it everytime in case of c#an/e as it is a tool nt a function NE: to! do$n is !referred over 9to8= Condtion is ta.en left to ri/#t bt ta.en from to! to botJ E,cel al$ays AND0 no any number but te,t not recommended -#eadace to run a/ain and a/ain as tool0 so better ma. a macro

Protection: 3levels *cell0 s#eet0 boo.0 a!!lication level+ Cell " ri/#t clic."format"!rotection: it !rotected by default 8evie$" !rotect s#eet: unc#. to! 2: /iv !ass$ord ot#er$ise it can to//le $it# button clic. 4ide formula: select entire s#eet: format"!rotection"c#ec. #idden and t#en !rotect elective selection: Allo$ user to c#an/e" -s#ould color fil it for note as a /uide 8em: s#eet !rotection is mandatory after any of t#e above -still can be co!ied so0 8evie$"!rotect $r.bu.: 2 ty!: stru n $in !rotect :f stru-" can@t c#an/e name0 add s#eet0 create co!y or delete it but can add c#art :f $in" can@t even close t#e !articular boo. F12: save e,cel" bottom: tools"

Encry!ted as binary bac. u! in same folder: ,lsb: can o!en t#is $ay if !ass$d 3/t Knly t#ro e,cel" -till t#e !oint0 it $as !ass$ord !rotected $ill be available o0 c#ec. al$ays create bac.u!0 ot#er$ise it $ill over$rite

9ist creation in data validation: 2 met#ods M1: select data validatio!mn" allo$: 9ist M2: need to #ave ran/e available and ready in t#e same s#eet M2: c#an/ed in 2<1<: Created list in 2nd s#eet :n 2<<7: not allo$ to s$itc# s#eet0 so need to name t#e ran/e and in validation &$ee.days

C#arts: Paired0 !areto0 )<*l+-2<*r+: $#en one series over s#ado$s ot#er series 2d Clustered column c#art elect data: any ran/e se!arated $it# 0 elect lar/er as select series c#at ty!e" select line c#art Konly $it# line and column" -ot#er$ise0 bar $ill overla!0 can try scatter and ot#ers but line $ill be best o!tion 8i/#t clic.: select format series and select secondary a,is Can /ive: layout" a,is title C#.: Creatin/ c#art on filtered data

Ban/ c#art *floatin/ bar c#art I tric. c#art+: 2d stac.ed bar c#art elect data" Format data series" remove bar: no fill0 boder color: no line !eedometer c#art T#ermometer c#art 8adar c#art $eibull

vloo.u! vertical loo. u!cola/e date0 not consolidate *brin/in/ data to/et#er from all d location+ across s#eets: !aste t#e column 1st format t#e data to be e,tracted 9oo.u!value: *ref val+ val to be .e!t as ref !t Table array: set of data 3m $#ic# u $ant 2 e,tract final ans1resl0 it s#ould include t#e column t#at contains t#e ref val as t#e 1 st *mandatory rule0 ot#r$is act as dummy+ Column inde, no: it@s a column no *from t#e table selected+ 8an/e loo.u!: e,act matc#*false - usually+1a!ro, matc#*true+ :f mor dn 1: false: FCF :#it but true: can be any bt nt 1 st Column*+-" returns column no: use it as column*b2+-column*b;+C1 under column inde, *len/t#y+ -cant use column name as it@s a number0 cn $rite a func t#at returns a no li.e lable

Disadv: 1=al$ays 9to8 2=multi!le:FCF 2= Don@t /ive false0 c#ances 2 /t data nt lu.in 3 Function: if $it#in ran/e0 it ll ad>ustD not $en beyond

Matc# inde, -" reverse loo.u! :dea: r to l loo.u! *vloo.u!:l2r+: it avoid rearran/ement 9imitance: #ere also FCF if mor dn 1 !resent Combination fn== finds inde, and matc# Can ta. only 1ro$1column *not table0 nt cn /iv #alf column also+ at a time 8eturns only a number: use as inde, Matc# ty!e: < for e,act matc# *-1: finds a value immediately /reater and 1 for imm smaller+ :nde,*+: can /ive a ran/e 2 ver: O ar/uments-" select 2 ar/ Array: if use column in matc# #ere also column 8o$Pnum result of matc# Combinin/ t#e t$o: inde,*Kmana/er col"0 matc#*F20 Kyearly t/t col"0<+

4loo.u!: ro$ $ise $#et#er !articular !roduct occurs 1ce mor 4loo.u!*Kcell"0Ktable"0Kro$ no"0false+ 9oo.u!*Kresl loo.u! val"0Kloo.u! vector"0Kvec": no ctrl0 /iv diff val0 t#at@s $#y0 don@t use itJ

Ma.e table: colour coded0 need not freeQe 1 st col *nt ro$J+

Pivot tables: dynamic re!ort as allo$s you 1st ste!: create a layout 2nd: dum! t#e tab.le :nsert !ivot *$#en $r.in $id 2 bu.s: o!en under same a!!ln: by ctrl-o+ elect table *default 1st blan. ro$(col+0 ne$ s#eet as no1 need bac. data: /ives a layout ?!tions"!ivot table2"o!tions" c#ec. classical !ivot layout *2<<2+: adv can dro! #ere 8o$ table and value 2 fld s#ould be t#ere in !ivot ?!tions"refres# Calculated fld creation ?!tions" formula" calculated fld *only bodmas rule0 1 fld Q mandatory+ Clic. on c#art"desi/n"move c#art"ne$ s#eet -brin/ bac.: select ob>ect c#art 2<1<: slices ?!tion" insert slicer" Adv: 1= $1o touc#in/ table can filter 2= field touc#in/ need nt b a !art of table also $e #ave filter on c#art

MAC8?: a set of automated instruct to be used in re/ular basis 2$ays: code: NEE1vba *visual basic editor: bac. end of e,cel+ ?fc but" e,ecl o!t"!o!ular" c#ec. develo!er tab in ribbon

2<1<: costomise develo!er instead of !o!ularJ *it #as Add ins too+ Develo!er" record macro Name: camel notation Pic. s#ift and !ress no *ot#er$ise it $ill over$rite if e,istD $id s#it nly s!ecial c#ar e,ist+ tore in 2 loc: !ersonal macro $r.bu.: !ersonal=,lb *binary+ in bac.end every #as access Develo!er tab" sto! Default: uses absolute reference Delete" Develo!er"macro" select n delete 8un a macro $it#out s#ortcut: develo!er"macro :f #eader is comin/0 somet#in/ $ron/ $ent in recordin/ Develo!er"visual basic 2 $indo$: !ro>ect $ins0 !ro!erties $in *as it is ob>ect: no need 2 define a cls== >us define ob> 3 a class+ and code $indo$ *blan. I ot#er$ise recoded macro0 none if many+ tored in module: Add to clear

A!!lication $r.bu.s#eets0c#arts#eetsran/es0c#arts0!ivorts0 !ictures0ima/ers0cli!art0 etc *8an/e cellscol0 ro$+ -base #ierarc#y in e,cel :f don@t mention0 it ll assume t#e currently active

:f $e $ant to clear t#e ran/e before filter and t#en

Add: 8an/e*%R;'+=Current8e/ion=Clear -current re/ion $ill clear in and around *use brea. !oint mode by clic.in/ on tab at t#e left side of command+: to see !art$ise run

9ots of macros0 runnin/ is a time con 6se C?NT8?9: 2 ty!e: form and active cntrl Form: s#eet doesn@t .n$0 floatin/ ctrl Develo!er" insert" form contrl"button -" dra/ dro! and assi/n macro to itJ Anot#er: !ut on tool bar: select arro$"more commands" dro! do$n to MAC8? *c#oose command+ C#an/e symbol by clic.in/ M?D:FS -but t#is in t#is bu. To delete button: 8i/#t clic.!res escdelete

ActiveT: :nsert" active button see %embed' T#is .ind of ctrl #as met#od associated $it# t#em -t#is ob> #as !ro!erties clic. on !ro!erties: to be done from NEA nt #ere Ca!tion Q $ot v see0 name Q $ot e,cel see0 can leave t#e name0 ot#er$ise follo$ set of rules Double clic. on button: o!ens vba 5rite AdvFilter in bet$een Clic. on desi/n mode: it $ill no$ allo$ you to clic.

F$ays to do: 1=srtcut 2= Macro run 2= Eutton 3= Menu button ;= Active , *don@t use macro to /enerate !ivot or c#at0 rat#r create t#em 1 st and t#en ma.e macro to use t#emD as t#is $ill ensure it ll no!t create c#art1!ivort $it# same name0 $#ic# Q nt allo$ed

4el! fir NEA: ?b> bro$ser: s#o$s classes alon/ $it# members and /lobals

After filterin/ if $ant to cut and and !aste diff s#eet0 t#en NEA dataty!e: inte/er0 double0 currency0 strin/0 date0 variant0 Eoolean 6se dataty!e: dim *dimension+ Nly var name is case sensitive non oders Dim : as inte/er *in dro! do$n: bo, $it# blue tio! is a data ty!eD inte/er a!!ears in blue+ Dim $s as $or.s#eet *$or.s#eet is in blac. so a class: easiest diff+ 8an/eUUU==Clear 11command 8an/e*%>;@+=Current8e/ion=Cut VCuts t#e !o!ulated cells

et $s& #eet=Add 5s=Paste Kby default A1D if se!ecfy !ase : $s=ran/e*%a3'+=!aste"

CutCo!yMode&False 11namin/ t#e s#eet

5s=Name & s#eet12=ran/e*%>2'+=value Kinside !ro>ect tab: in brac.et is d name $e /iv and $1o brac. is it name" 11namin/: need 2 c#. if e,ist UUU=8an/eUUC6T Dim fla/ as Eoolean F?8 EAC4 5 :N 5?8W 4EET :f*$s=name&s#eet12=8an/e*%R2'+=value t#en Fla/&true Else Fla/&false End if NETT 5 :f fla/ &true t#en 5s=delete et $s & s#eets=add 5s=!aste 5s=name&s#eet12=ran/e*R2'+=value Else et $s & s#eets=add 5s=!aste 5s=name&s#eet12=ran/e*R2'+=value End if -----set $s &s#eetU U==$s=Paste UU== Kif its a!ro!erty cant e,cess $1o a dot"

No$ if $e do it a/ain" it $ill as. for c#. if u $anna delete

1st: ave macros as ,lsm 2nd:macro setin/" set at 2 before s#arin/1 usin/ ot#rs

5ritin/ a func: Macro anot#er name: !rocedure Procedure -"2 ty!es: sub !rocedure and function !rocedure *diff I sub $ill nt retun a val unless told+ Table: Product: !rice1./: Disc Amt: DiscX Product: Yuantity: Amount Code: UUU==end sub Function invoiceamont*!roduct0tab.e0Huantity+ Dim disPHty0disP!erc0!rice0 disPamt Vanyt#in/ after is tal.en as variant

Price&$or.s#eetfunction=vloo.u!*!roduct0table020false+ Vamost all func in $r.s#tfn bt dis!layed as ar/10ar/2 Zar/2[ DisPHty&$ors#eetfunction=vloo.u!*!roduct0table020false+ DisP!erc&$ors#eetfunction=vloo.u!*!roduct0table030false+

:f discPHty"Huantity t#en :nvoiceamount&formatcurrency*Huantity\!rice+ V!rint $it# t#e curreny symbol End if

:f disPHtyK&Huantity t#en DisPamt&Huantity\!rice\disP!erc :nvoiceamount& formatcurrency*Huantiy\!rice-disPamt+ End if End function Krun as a func in e,cel== best !art is as $e ta.en as variant0 $e can #ave ran/e as table" Disadv: can@t use outside $r.bu. *if !ut in !ersonal t#en u cn+ Ks#eet is !rivate $#ereas module is !ublicD so s#eet $ill #ave its o$n fn" Function c#ec.val*cel as ran/e+ as Eoolean :f $or.s#eetfunction=isnumber*cel+&true t#en C#ec.val&true Else C#ec.val&false End function -t#is is a function $#ic# #as a s!ecific return ty!e Creatin/ an Add:n ?!en ne$ $r.bu." inside add module by insert dro! do$n -save it as e,cel addin *=,lam+ 1ce created" ofc but" o!tions" addin"c#ec. myfunction -so $e can use no$ C if mail some1 it $ill /o $id t#at e,cel 2<1<: can create tab" File o!tion" customiQe ribbon" clic. ne$ tab: clic. rename To !ut command" select and Add"" *.ee! on addin till as many u $ant+ -can even !osition t#e table in customiQe ribbon

*desi/n mode+ActiveT: Combo bo,: !ro!erties:9istFill 8an/e 42:43 *can !ass name ran/e+ Cell lin. B2: it $ill !rint in t#e lin.ed cell for t#e value $ritten 5#en t#e $r.bul comes u!: combo bo,es s#ould all /et !ol!ulated #o$G Double clic. on combo bo,: PC#an/e*+ $#at #a!!ens $#en clic.ed Double clic. on: T#is5or.boo.: 2 bo,es*o!tionZ/eneral1$r.bu.l[ and + elect /eneral Private ub 5or.boo.P?!en*+ 5it# #eet17=ComboEo,1 =Add:tem*%:ND'+ =Add:tem*%A6 '+ End $it# End sub Problem: t#ese 2 $ill /et re-added0 everytime s#eet is o!en and $ill /et re!eatition o add s#eet17=combobo,1=clear >ust before $it# clause

Morecontrol: Calender control ML date and time !ic.er t#is comes $it# a combo bo, Klearn #o$ to $rite a class"

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