Microsoft Excel Fun with Functions

J. Dee Itri Excel Maze

Course Overview ● Foundational Excel concepts ● Examples of basic functions ● Features in Excel that support functions

Foundational Excel concepts

Microsoft Excel: Fun with Functions J. Dee Itri, Excel Maze

Foundational Excel concepts ● What is a formula? ○ A formula is statement written by the user to perform a calculation. A formula can contain values, references to cells, defined names, and functions. ● What is a function? ○ A function is a built-in operation designed to calculate specific values based on arguments, and are used inside formulas. ● Both terms are often used interchangeably

Microsoft Excel: Fun with Functions J. Dee Itri, Excel Maze

Foundational Excel concepts ● Cell referencing ○ Row numbers and column letters (E7, G4, BZ12) ○ =5+5 vs =A1+A2 ○ Ranges (A:A, 1:4, A5:B14) ● The great and powerful “$” sign ○ Relative (B5) ○ Absolute ($B$5) ○ Mixed ($B5 or B$5) ● Let’s take a look

Microsoft Excel: Fun with Functions J. Dee Itri, Excel Maze

Foundational Excel concepts ● Operators ○ Arithmetic + +, -, *, /, %, ^ + Please Excuse My Dear Aunt Sally + Parenthesis, Exponent, Multiply, Divide, Add, Subtract ○ Comparison + =, <, >, <=, >=, <> + Sometimes within quotation marks, sometimes not (>50 | “>50” | “>”&C2)

Examples of basic functions

Microsoft Excel: Fun with Functions J. Dee Itri, Excel Maze

Examples of basic functions ● Sum ● Trim ● Concatenate ● If ● Len ● Let’s take a look

Microsoft Excel: Fun with Functions J. Dee Itri, Excel Maze

Examples of basic functions recap ● Sum - Add cell values ● Trim - Remove extra spaces from text ● Concatenate - Combine text together ● If - Perform logical tests and return values based on the results ● Len - Calculate the number of characters in a cell

Features in Excel that support functions

Microsoft Excel: Fun with Functions J. Dee Itri, Excel Maze

Features in Excel that support functions ● Finding functions ● Formula builder ● Evaluate formula ● F9 ● Precedents ● Dependents ● Let’s take a look

Microsoft Excel: Fun with Functions J. Dee Itri, Excel Maze

Features in Excel recap ● Finding functions - Dropdowns on left-hand side of Formula ribbon ● Formula builder - Step-by-step creation of a function with its arguments ● Evaluate formula - Walkthrough of each component’s calculation ● F9 - Quick evaluation of parts of a formula ● Precedents - View which cells are used in a formula ● Dependents - View which cells use the active cell in their formulas

What did I learn during this presentation?

Microsoft Excel: Fun with Functions J. Dee Itri, Excel Maze

What did I learn during this presentation? ● Foundational Excel concepts - Function vs formula, references, & operators ● Examples of basic functions - Sum, Trim, Concatenate, If, Len ● Features in Excel that support functions - Finding, building, tracing, & evaluating

Thank you!

INSTRUCTOR

J. Dee Itri, CPA Excel Maze J. Dee Itri is the CEO of Excel Maze, a website dedicated to teaching Excel skills through games. Before creating Excel Maze, he worked for over seven years as a tax professional for multiple firms, including Ernst & Young, Andersen Tax, and Grant Thornton. He spent the majority of his career developing Excel spreadsheets used throughout the firms for which he worked. Itri holds a Bachelor of Science in Accountancy and a Master of Accountancy in Tax from Brigham Young University. He also currently works as a product manager at Canopy.

Fun with Functions Accounts

Microsoft Excel: Fun with Functions. J. Dee Itri, Excel Maze. ○ Cell referencing. ○ Row numbers and column letters (E7, G4, BZ12). ○ =5+5 vs =A1+A2. ○ Ranges (A:A, 1:4, A5:B14). ○ The great and powerful “$” sign. ○ Relative (B5). ○ Absolute ($B$5). ○ Mixed ($B5 or B$5). ○ Let's take a look. Foundational Excel ...
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