Learning Docs MS Excel VLookup
Learning Docs MS Excel VLookup
Excel-Crash Course
A TOOL FOR BUSINESS EXCELLENCE
In this Module, we will illustrate how the visual aspects of Ms Excel can help user’s present data and
analysis output in a more visually appealing way. Besides, we will also explain how certain basic
operations– copying, pasting and searching etc. work. We can always present data and analysis in
visually more appealing manner so that it is easier to differentiate between two value (using
CONDITIONAL FORMATTING), and in certain other cases we will fit a larger text by automatically
changing the height of a cell (using WRAP TEXT). These features are relatively easier to learn than
functions and data analysis tools.
Professionals use the lessons explained in this module for enhancing the usefulness of complex
analysis. In many cases certain non-functional tools can work as a substitute for a complex function,
CONDITIONAL FORMATTING is one such example, and in other cases tools like FILTERING can
reduce usage of functions such as VLOOKUP etc. So, undoubtedly this module would be most useful
for those users who care more about storing data in excel and applying limited analytical methods on
the data.
1. Introduction to Excel
2. Cut, Copy & Paste
3. Paste Special- Value, Column Widths, Transpose, Skip Blank, Paste Link
4. Format Painter, Copy A Worksheet
5. Fonts & Alignment & Fill Option
6. Number Formatting
7. Conditional Formatting
8. Table & Freeze Pane
9. Sorting, Filtering, Find & Select
10. Insert Shape & Text Box
11. Margin, Orientation & Data Validation
12. Protect Work Sheet, Substitute & Replace
13. If, Sum, Count, average, Sumifs, Countifs & Averageifs, Insert Comments
14. Vlookup
15. Text to Column & Sumproduct
16. Trim, Concatenate, Round
17. Basic of Charting
18. Overview of Page Setup & Print
Note: you can even copy a worksheet to another Excel workbook by selecting the specific workbook from
the drop-down list (see the dialog box shown earlier).
Increase Font Size: there are two “A” buttons just on the
right of Font size option. Using the larger “A”, user s can
ALIGNMENT
enlarge font size by one point
Decrease Font Size: Using the smaller “A” (which is
right to the larger “A”), user s can make font size smaller
Font Type: There are hundreds by one point
of Font types already built in the Font Colour and Cell Fill: In the marked circle there are
Excel platform, most common is two options- - the yellow filled box has colour op-tions
Times New Roman which is that can fill a cell while the red filled box has colours that
used in most official and legal can change the colour of fonts.
documents. But there are many BOLD: by clicking this symbol “B” we can make a text
other exciting Fonts such as bold. Ensure that you have selected appropriate text
Georgia etc which are used for which is to be made BOLD
Publications ITALIC: by clicking this symbol “I” we can make a text
Font Size: Depending on ITALIC which means slanting a text to the right. Ensure
purpose and level of empathize, that you have selected appropriate text which is to be
font size needs to be made made ITALIC
larger or smaller. UNDERLINE: by clicking this symbol “U” we can
underline a text. Ensure that you have selected
appropriate text which is to be made UNDERLINED.
Select the cells you want to modify. Select the cells you want to modify.
Select one of the three vertical Alignment Select one of the three horizontal Alignment
command commands
Top Align: Aligns text to the top of the cell Align Text Left: Aligns text to the left of the
Middle Align: Aligns text to the middle of cell
the cell Center: Aligns text to the center of the cell
Bottom Align: Aligns text to the bottom of Align Text Right: Aligns text to the right of
the cell the cell (MS. EXCEL - HPL HR) PAGE 4
Using this option users can place texts in a cell
diagonally within a cell.
WRAP TEXT: Use the Wrap Text button on the Home tab of Excel 2010 to wrap lengthy text in a cell by
displaying it on multiple lines within the cell. This feature helps you to avoid the problem of having to
abbreviate text or widen columns in order to display all the text contained within cells.
MERGE TEXT: You can merge and center data horizontally or vertically across multiple cells in Excel 2010.
You also can unmerge or split a merged cell into its original, individual cells. A common use of merge and
center in Excel 2010 is to horizontally center a worksheet title over a table. You can only split a cell that has
previously been merged
FLASH FILL
Extract
o For example, use flash fill to join the last names in column A and the first names in column B to
create email addresses.
o First, tell Excel what you want to do by entering a correct email address in cell C1.
o On the Data tab, in the Data Tools group, click Flash Fill.
o NUMBER: This format takes the formatting conventions one step ahead by adding decimal points,
color change for negative numbers, addition of brackets for negative numbers etc. Besides users can
also add separators for thousands (i.e. 4,000,000). Excel allows four verities under this category (see
below)
o CURRENCY: This format adds currency signs in front of the numbers in a cell. All the currencies in
the world are available in the built in format. We can also add Bangladesh currency which is BDT by
clicking the dropdown menu on the right side “Symbol”.
o ACCOUNTING: This format can be used if someone wants to prepare financial statements in
spreadsheet. There is no additional features under this category except for the fact that digits are
slightly pushed to left if we use this format. Use Accounting format to align decimals points in a
column.
o DATE: This format is used to indicate a valid date. There are two Parameters of this format one is
type and the other one is location. We can show a date in various ways such as MM/DD/YY,
WEEKDAY, MONTH DATE, YEAR, MM/DD etc. On location we will find a large number of locations
worldwide. Excel 2010 even al-lows users to use dates in Bengali as well.
o TIME: This format is used to indicate a valid time such as 9:45 AM. There are two Parameters of this
format one is type and the other one is location. We can show a time in various ways such as HH-
MM-SS-AM/PM, HH-MM-SS etc. On location we will find a large number of locations worldwide.
Excel 2010 even allows users to use time in Bengali as well.
o PERCENTAGE: Percentage format multiple the cell value with 100 and displays the results with a
percentage symbol, for example if the cell contains 0.10 and we use percentage format, the cell will
show 10% after the formatting applied. Users can specify the number of points after decimal.
o FRACTION: Percentage format displays cell value as fractions such as 1/5, 3/5 etc., for example if the
cell contains 0.10 and we use fraction format, the cell will show 1/10 after the formatting applied.
Users can specify the number of digits, for example 1/10 requires to select the option “upto two digits”.
(MS. EXCEL - HPL HR) PAGE 6
o TEXT: This format displays cell value in as a TEXT even if there is a number inside the cell. One
useful usage of this function is when we want to display a cell phone number in a format such as
“01755– 222-111”. Excel has a built-in mechanism to always apply some mathematical formula when it
sees “-”sign. For example excel will automatically deduct 222 and 111 from 01755 if we do not select
text format.
o CUSTOM: This format can be used for a verities of custom requirement from users. For example we
need display cell values as a multiple such as P/E ratio i.e. 15.0x. We can set a custom format and can
display value in a cell with an “x” attached in the tail.
FREEZE PANE
The Freeze Panes command in Excel lets you freeze portions of a worksheet, typically column and row
headings, so that you can view distant parts of the worksheet while the headings remain in place. Freezing
panes only affects the cur-rent worksheet. If you want to freeze other worksheets, you must select them
individually and freeze them. If you have a large table of data in Excel, it can be useful to freeze rows or
columns. This way you can keep rows or columns visible while scrolling through the rest of the worksheet.
N.B. Result. Excel automatically adds a black horizontal line to indicate that the top row is frozen.
Unfreeze Panes:
1. On the View tab, click Freeze Panes, Unfreeze Panes
Freeze Panes
1. Select row 3
2. On the View tab, click Freeze Panes, Freeze Panes
3. Scroll down to the rest of the worksheet. Result-All rows above row 3 are frozen.
4. Select cell C3 (unfreeze panes first).
5. On the View tab, click Freeze Panes, Freeze Panes
Sorting is a common task that allows you to change or customize the order of your spreadsheet data. For
example, you could organize an office birthday list by employee, birthdate, or department, making it easier
to find what you're looking for. Custom sorting takes it a step further, giving you the ability to sort at multiple
levels—such as department first, then
birthdate—to group birthdates by
department.
Sorting By Text:
Step 1: Select a cell in the column you want to sort by.
Step 2: Select the Data tab, then locate the Sort and Filter
group.
Step 3: Click the ascending command to Sort A to Z or the
descending command to Sort Z to A.
Step 4: The data in the spreadsheet will be organized
alphabetically
Sorting By Number/Date:
Step 1: Select a cell in the column you want to sort by
Step 2: From the Data tab, click the ascending command to
Sort Smallest to Largest or the descending command to Sort
Largest to Smallest.
Step 3: The data in the spreadsheet will be organized
numerically.
We can use Excel's Find and Replace feature to quickly find specific text and replace it with other text. You
can use Excel's Go To Special feature to quickly select all cells with formulas, comments, conditional
formatting, constants, data validation, etc.
Find:
1. On the Home tab, click Find & Select, Find
2. Type the text you want to find. For example, type Ferrari
3. Click 'Find Next'.
4. Click 'Find Next' to select the second occurrence.
5. To get a list of all the occurrences, click 'Find All'.
Replace:
To quickly find specific text and replace it with other text,
execute the following steps
1. On the Home tab, click Find & Select, Replace
2. Type the text you want to find (Veneno) and replace it
with (Diablo).
3. Click 'Find Next'.
4. Click 'Replace' to make a single replacement.
Step 3: Click and drag the mouse in the worksheet to create the
shape in the desired size.
Step 4: Release the mouse button, the shape will appear in the
worksheet.
After we release the mouse button, the shape we've drawn in the worksheet is still selected. This is indicated
by the selection handles around its perimeter and the rotation handle at the top, which we can use to
reposition and resize the shape, as needed. For example the shape in the right is still selected and can be
edited.
In addition, Excel displays the Drawing Tools Format tab, and we can use the Shape Styles gallery or other
command buttons to further format the shape until it's exactly the way we want it. Click anywhere outside
the shape to deselect it.
TEXT BOX
Text boxes in Excel are graphical boxes that you can use to add explanatory text or commentary to a
worksheet or chart. Text boxes can be Positioned wherever you like and can be formatted to match the
chart or worksheet data that they accompany.
You can make several types of editing changes to a text box you've added to the worksheet:
I. If you just need to edit the text inside a text box, click inside the text box and change the text as need-ed.
Use the commands in the Font group on the Home tab to edit the font properties.
II. Drag any selection handle to resize the text box.
III. Drag the text box border (between the selection handles) to move the text box.
Sometime you need to change the layout of current worksheet to Portrait or Landscape. There are two
ways to change the orientation of current work-sheet.
Just click the Page Layout > Orientation, and then select
the Portrait item or the Landscape item from the drop down
list. See screenshot:
Note: You can also change current worksheet's orientation
with clicking File > Print > Portrait Orientation or Landscape
Orientating the Settings section.
DATA VALIDATION
Use data validation in Excel to make sure that users enter certain values into a cell. In this ex-ample, we
restrict users to enter a whole number between 0 and 10.
Protecting a workbook does not prevent others from changing the contents of cells. To protect cell con-
tents, you must use the Protect Sheet command button on the Review tab
Follow these steps to protect an Excel 2010 workbook
Step 1: Click the Protect Workbook command button in the Changes group on the Review tab
Step 2: (Optional) If you want to protect any windows that you set up, select the Windows check box.
Step 3: To assign a password that must be supplied before you can remove the protection from the
worksheet, type the password in the Password (optional) text box.
Step 4: Click OK
Protect Sheet:
o If you know the position of the text to be replaced, use the REPLACE function.
The IF function is one of the most popular functions in Excel, and it allows we to make logical comparisons
between a value and what we expect. In its simplest form, the IF function says:
So an IF statement can have two results. The first result is if our comparison is True, the second if our
comparison is False.
How to get started
The best way to start writing an IF statement is to think about what we are trying to accomplish. What
comparison are we trying to make? Many times, writing an IF statement can be as simple as thinking through
the logic in our head: “what should happen if this condition is met vs. what should happen if it’s not?” We
will always want to make sure that our steps follow a logical progression, or else our formula won’t do what
we think it should. This is especially important when we create complex (nested) IF statements.
SUM FUNCTION
We can enter the SUM function manually. Why would we need this? To total only some of the cells in a
column or to specify an address for a large range instead of selecting it manually.
Step 1: Click on the cell in our table where we want to see the total of the selected cells.
Step 3: Now select the range with the numbers we want to total and press Enter on our keyboard.
Step 4: That's it! We will see the column summed. The total will appear in the correct cell.
This option is really handy if we have a large column to sum in Excel and don't want to highlight the range.
In addition, please be prepared that the SUM function will work even with the values from hidden and
filtered rows.
Tip: We can enter the range address manually like =sum (B1:B2000). It's helpful if we have large ranges for
calculation.
(MS. EXCEL - HPL HR) PAGE 16
AVERAGE FUNCTION
To calculate average in Excel, we won't need to write such mathematical expressions, powerful Excel Average
functions will do the work behind the scene. We will discuss the order/syntax of each function and illustrate
it with examples of uses.
Excel AVERAGE - find an average of cells with numbers.
Order/syntax
AVERAGE (number1, [number2] ...)
SUMIFS FUNCTION
The SUMIFS function, one of the math and trig functions, adds all of its arguments that meet multiple
criteria. For example, we would use SUMIFS to sum the number of retailers in the country who (1) reside in
a single zip code and (2) whose profits exceed a specific dollar value.
Order/syntax
Use COUNTIF, one of the statistical functions, to count the number of cells that meet a criterion.
Order/syntax
COUNTIF (range, criteria)
For example:
Q =COUNTIF (A2:A5,"apples")
Q =COUNTIF (A2:A5, A4)
AVERAGEIFS FUNCTION
Returns the average (arithmetic mean) of all cells that meet multiple criteria.
Order/syntax
AVERAGEIFS (average_range, criteria_range1, criteria1, [criteria_range2, criteria2], ...)
o Criteria1, criteria2 ... Criteria1 is required, sub-sequent criteria are optional. 1 to 127 criteria
in the form of a number, expression, cell reference, or text that define which cells will be
averaged. For example, criteria can be expressed as 32, "32", ">32", "apples", or B4.
INSERT COMMENTS
Show/Hide Comments
By default, a comment is only visible when you hover over the cell that contains the comment. To keep a
comment visible all the time, execute the following steps.
1. For example, select cell B4 below.
2. On the Review tab, in the Comments group, click Show/Hide Comment.
3. Select another cell.
Note: to hide the comment, select cell B4 and click Show/Hide Comment again. To keep all comments visible
all the time, click Show All Comments.
(MS. EXCEL - HPL HR) PAGE 18
Lesson: 14: Vlookup
Use VLOOKUP, one of the lookup and reference functions, when we need to find things in a table or a
range by row.
Order/syntax
VLOOKUP(lookup_value,table_array,col_index_num, [range_lookup])
For example:
=VLOOKUP(105,A2:C7,2,TRUE)
=VLOOKUP("Fontana",B2:E7,2,FALSE)
lookup_value (required): The value we want to look up. The value we want to look up must be in
the first column of the range of cells we specify in table-array.
table_array (required): The range of cells in which the VLOOKUP will search for the lookup_value
and the re-turn value. The first column in the cell range must contain the lookup_value (for
example, Last Name in the picture below.) The cell range also needs to include the return value (for
example, First Name in the graphic below) we want to find.
col_index_num (required): The column number (starting with 1 for the left-most column of table-
array) that con-tains the return value.
range_lookup (optional): A logical value that specifies whether we want VLOOKUP to find an exact
match or an approximate match.
Multiplies corresponding components in the given arrays, and returns the sum of those products.
Order/syntax
SUMPRODUCT (array1, [array2], [array3], ...)
The SUMPRODUCT function order/syntax has the following arguments:
Array1 Required: The first array argument whose components we want to multiply and then add.
Array2, array3,... Optional: Array arguments 2 to 255 whose components we want to multiply and then
add.
Removes all spaces from text except for single spaces between words. Use TRIM on text that we have received
from another application that may have irregular spacing.
Order/syntax
TRIM (text)
CONCATENATE
Use CONCATENATE, one of the text functions, to join two or more text strings into one string.
Order/syntax:
For example:
=CONCATENATE ("Stream population for ", A2, " ", A3, " is ", A4, "/mile.")
=CONCATENATE (B2, " ",C2)
ROUND
The ROUND function rounds a number to a specified number of digits. For example, if cell A1 contains
23.7825, and we want to round that value to two decimal places, we can use the following formula:
=ROUND(A1, 2)
The result of this function is 23.78.
Order/syntax
ROUND(number, num_digits)
The purpose of a Scatter Chart is to observe how the values of two series compares over time or other
category. To illustrate the Scatter Chart, we will use the worksheet values shown.
"Scatter plots are similar to line graphs in that they use horizontal and vertical axes to plot data points.
However, they have a very specific purpose. Scatter plots show how much one variable is affected by another.
The relationship between two variables is called their correlation."