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Microsoft Excel for Beginners Certificate

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Module 16 : IF Formula

Module 16 : IF Formula

Duration: Approx 20 minutes

16.1 IF Formula


The IF function allows you to make logical comparisons between an actual value in a worksheet, and what you expect.

The result of the comparison can be TRUE or FALSE. The function can carry out different actions depending on whether something is true or false.
It looks something like this: =IF(Something is TRUE, then do something, if not do something else) The IF function can be used to evaluate text and values, and it can be used to evaluate errors.

One example of when you would want to apply the IF function is if you want Excel to determine whether a value is within budget or over budget:

In one column (B) you can note your spend, and in the next column (C) you can note your budget. In the third column, you can use the IF function to determine automatically if an amount is within budget or not, using a formula like this: =IF(B6>C6,”Over budget”,”Within budget”)

The formula is asking Excel to determine whether the actual amount spent is greater than the amount budgeted, and if it is, the result cell should say “Over budget”. Otherwise, it should say “Within budget.”

16.2 Video Instruction



How to perform the IF Formula in Excel – 2m41s






16.3 Task


Estimated Time: 10 minutes


Download the worksheet that accompanies this video by clicking below. Once downloaded practise the IF Formula in Excel using the video above as a reference.



Option #2: Worksheet without formula




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1
Module 1 : Introduction to Excel
3 minutes
2
Module 2 : Add
20 minutes
3
Module 3 : Multiply
20 minutes
4
Module 4 : Subtraction in Excel
20 minutes
5
Module 5 : Dividing
20 minutes
6
Module 6 : Sort
20 minutes
7
Module 7 : Percentage
20 minutes
8
Module 8 : Running Totals
20 minutes
9
Module 9 : Print
20 minutes
10
Module 10 : Paste Special
20 minutes
11
Module 11 : Merge
20 minutes
12
Module 12 : Filter
20 minutes
13
Module 13 : AVERAGE
20 minutes
14
Module 14 : AVERAGEIF
20 minutes
15
Module 15 : SUMIF Formula
20 minutes
16
Module 16 : IF Formula
20 minutes
17
Module 17 : VLOOKUP
20 minutes
18
Module 18 : HLOOKUP
20 minutes
19
Module 19 : COUNTIF Formula
20 minutes
20
Module 20 : COUNTBLANK
20 minutes
21
Module 21 : COUNTA Formula
20 minutes
22
Module 22 : COUNT Formula
20 minutes
23
Module 23 : CONCATENATE
20 minutes
24
Module 24 : TRANSPOSE
20 minutes
25
Module 25 : DATE Formula
20 minutes
26
Module 26 : MONTH Formula
20 minutes
27
Module 27 : Pivot Tables
20 minutes
28
Module 28 : Pie Charts
20 minutes
29
Module 29 : Doughnut Charts
20 minutes
30
Module 30 : Line Charts
20 minutes
31
Module 31 : Column Charts
20 minutes
32
Module 32 : Bar Charts
20 minutes
33
Module 33 : Number Formatting
20 minutes
34
Module 34 : Create Borders
20 minutes
35
Module 35 : Conditional Formatting
20 minutes
36
Module 36: Comments
20 minutes

Module 2 : Add

2. ADD

4 ways to total numbers:

  • use '+' and '=' with the cells (e.g., =(C6+D6+E6) ENTER)
  • use '+' and '=' with the numbers (e.g., =(91+40+60) ENTER)
  • type out 'SUM' and highlight the range of numbers to add.e.g. : =SUM(C8,E8) ENTER
  • press the 'alt' key and the '=' key together (it automatically selects & sums the range)

You can also sum rows:

e.g. : =SUM(C6:C11,D6:D11,E6:E11) ENTER

You can also copy formula using 'Ctrl' key 'c' key and paste using 'Ctrl' key 'v' key

 

Module 19 : COUNTIF Formula

The COUNTIF function automatically counts the number of cells that meet the criteria you have specified.

 

You can use it to count the number of times a particular brand shows up in a list of items specified by brand, for example.

 

The Countif formula is the following: =COUNTIF(range, criteria)

 

For example, if you want to look for how many times the name “Mary” shows up in a table, it might look something like this: =COUNTIF(A2:A20,”Mary”)

 

You use quotation marks around the criteria you are searching for when you put it in manually. However, if you have Mary typed into a cell, or a value for that matter, you can just use a cell reference instead of typing it in manually.

Module 20 : COUNTBLANK

CountBlank Formula in Excel    
       
       
Item Name Units Sold    
Book  3    
Pencil 20   2
Pen      
Eraser 4

 

 

 
Notebook 1    
Sketch Pen      
Sharpner 4    
Chart Not In Stock    
Name Labels 50    
CountBlank 2    
The COUNTBLANK formula counts the number of empty cells in a specified range.

 

If you are putting together a database of information, for example, the COUNTBLANK formula could help you determine how much information still needs to be filled out.

 

The formula for the function is: =COUNTBLANK(range)

 

This function counts cells that return empty formulas, and those not yet filled out. However, cells with a zero value are counted.

 

Note that you need to turn off the iterative function for this formula to run. To make sure you have done that, click File, then Options, then Formulas, and under Calculation options, make sure the Enable iterative calculations box is checked off.

Module 15 : SUMIF Formula

=sumif(range,criteria,sumrange)

e.g. =sumif(select coloumn of names,select name you want data on,select amounts coloumn)

if less than or more than etc must be in " " marks.

e.g. =sumif(range, "<criteria", sumrange) or

">=criteria",   etc.

if criteria is letter starts with then it is letter plus * between quotation marks e.g....  ,"M*",

if criteria is digits longfor example use first letter then ? or * for other digits

e.g. if the name was jack =sumif(range,"j???",sumrange)

 You can use a question mark (?) or an asterisk (*) for the criteria. The question mark matches any single character in the specified range, and an asterisk matches any sequence of characters in the specified range.

The SUMIF function is used to add up the values in a range that meet the criteria specified.

For example, if you want Excel to only add up values greater than a certain number, you can do that with the SUMIF function.

 

The formula for the SUMIF function is as follows: SUMIF(range, criteria, [sum_range])

 

Range: you must input the range of cells you want to be taken into account for the function.

 

Criteria: The criteria could be in the form of a number, text, an expression, or a particular cell reference. This defines which specific cells will be added.

 

Sum_range: This is optional. Use this if you want to add cells other than those specified in the range argument. If sum_range is omitted, the function adds the cells specified in the range argument.

 

You can use a question mark (?) or an asterisk (*) for the criteria. The question mark matches any single character in the specified range, and an asterisk matches any sequence of characters in the specified range.

15.2 Video Instruction

Module 4 : Subtraction in Excel

* is times x 

 

= minus sign, C7-D7, press enter

= sign, 5000-4000, press enter 

= sign, open bracket, C7-D7, closed bracket, press enter

= sign, open bracket, 33000-31000, closed bracket, press enter 

If the figure is smaller than the number being subtracted from e.g 25000-26000 the answer will be -1000

Module 24 : TRANSPOSE

TRANSPOSE-- used to switch or rotate data cells from vertical to horizontal and vice versa.

highlight vertical cells you want to move and click copy, click paste special where you want to move them and a txt box will open, click transpose, data will be moved horizontally. Same process for horizontal to vertical.

If highlight multiple vertical columns, it will copy horizontally one underneath each other, so quarter 1 will be the top column and the sales underneath it.

 Or
 

To use the transpose function, select the same number of blank cells as the original data.


Type: =TRANSPOSE(range of cells to be transposed)

Module 10 : Paste Special

10.1 paste special

highlight txt and copy, rightclick where you want to move it and pick paste special, choose how to paste it

  • can paste the format, column width or other elements into the sheet 
  • copy the data or formatting, click on the cell/cells you want and right click 
  • click paste special under paste options and choose whether you want to paste only values, only formatting or other options
  • once you click, the data or formatting will paste into the area 
  • Sometimes, in addition to copying and pasting data, you want to paste the format, column width or other elements into the sheet.
     

Module 18 : HLOOKUP

Module 14 : AVERAGEIF

=AVERAGEIF(range,criteria,average range)

e.g. =AVERAGEIF(range is names,criteria is box where you want to change input, average range is numbers sold)

If want the average to show a specific person (for example), name columns would be highlighted for the range, to have it show for a specific person, put in quotations the name (would have to type the name every time it changed or wanted to see someone else) or the more effective way is to type the persons name and select that cell to be used as the criteria in the formula. If the name is typed in a separate cell, you can change the name in the cell and it will automatically change the formula. Select the range and close the bracket.

 

Name Alex
averageif 13.33333333

Module 8 : Running Totals

runung totals

 =SUM($C$2:C2) $ means the value will not shift once you copy the formula

we can press F4

= must always use

sum

=(c6+d6+e6) enter

=sum (select the range.)

alt= together

=sum (select all 3 cell mindegyik koze vesszo.)

or copy the formula

Multiply

=cell1*cell2

divading

amount   qunty

1000/2

=b6/c6

prcentage 

 

100 nak  25 szazaleka

1.=25/100*100

2. =d5/c5apply%format

3. =25/100 %format

 Running Total

Type the following formula: =SUM (First value cell:Current value cell)

For example, =SUM($C$2:C2). The $ means that the value will not shift once you copy the formula; it will always be fixed and refer to that row or column.

Module 7 : Percentage

Completed 6 modules

Key Points
=d5/c5*100
ORtarget percentage / total you wish to divide,* 100

=d5/c5 then apply % format
OR
=25/100 then apply % format

Home tab, Number Pane, % sign brings 0.25 to 25%

Excel allows you to turn a value you know represents part of a whole into percentage form.

To display a piece of data in percentage format, (e.g. 10%), that is in decimal format, simply click on the cell, column, or row where you want the data to show up in percentage format.

Go to the Home tab and the number group, and click on the % sign.

The data should show up in the form of a percentage.

Video

In this video, we will learn how to calculate percentages in Excel. 

To calculate percentages in Excel we can use 3 ways and all of those three ways are listed over here. 

What is 25% of 100

So what we will do is, we will divide 25 by 100.
100 in cell C5 and 25 in cell D5.

1st way:
=D5/C5*100      [so 0.25 becomes 25]

2nd way:
=D5/C5 then click on the cell and choose the % format (from the Home tab then in the Number pane, click on the % sign OR use the dropdown where it says General and choose Percentage)

=D5/C5 then apply % format

3rd way:
Also you can hard code the values
=25/100 (then press enter and get 0.25) and then apply the % format

=25/100 then apply % format

Very easy to find percentages in Excel. 

Module 12 : Filter

Filtered data will only display the rows that meet criteria you have specified. Once you have filtered data, you can copy, edit, print and format the subset of data you created. The most common way to filter is by using the AutoFilter function. With this function, there are three types of filters. You can filter by list values, by a format or by specified criteria.

Highlight the headings, click the drop down icon and select the filter required. Text and numbers. Numbers can be filtered to show numbers greater or lesser than a specific number, as well as smallest to largest etc

 

To use the Filter function - First click on a range of cells with data that you want filtered- highlight the 

 

Then, go to the Data tab and look for the Sort & Filter group and click on the Filter icon. An arrow should appear in the column header, and when you click on the arrow, you can specify the criteria you want to use to filter the data.

 

You can filter by dates or times, numbers, by top or bottom numbers, by blanks or non-blanks, by text, by cell colour, by font colour, by icon set, or by selection.

 

Note that if you want to filter by more than one criteria, you can select  And, and if you want to filter the column or selection with either or both criteria, you can select Or.
 
To clear a filter, on the Data tab, in the Sort & Filter group, click Clear.

Module 3 : Multiply

to multipy use the * sign

 =Cell*Cell

=10*3

 you can also copy the formula by right click copy and paste.

 =SUM (CELL:CELL) ENTER ADD CELL NUMBER : IS TO IE A4:A6

Module 6 : Sort

Sorting data

Data must have a header in a table to be able to sort it.

Custom sort so you can arrange data in the order you want the whole table to show

ie alphabetically or prices from higher to lower or rows by colours or icons.

To sort Data by Text - select colum of the data with text, or make sure the active cell is in a a table colum with data with text that you want to sort.

  • click data tab
  • find sort and filter group
  • click on button desired to either organise from A - Z  or Z - A

To sort numbers save as above, select column of the data, or make sure the active cell in a table is a column with the numbers you want sorted.

  • in data tab
  • sort and filter, click on A-Z button to organise from smallest to largest
  • Z-A from largest to smallest

To sort data by text, select a column of the data with text, or make sure the active cell is in a table column with data with text that you want sorted. Click the Data tab, and find the Sort & Filter group. Click on the button desired to either organise from A to Z (A→Z) or Z to A (Z→A). 

Module 28 : Pie Charts

Pie Chart Description

Pie Charts allows you to present numerical data you have in a visual manner.
 
However, it is important to note that not all data is appropriate to present in a pie chart.
 
It is appropriate when:

    • You only have one data series

    • None of the values are negative

    • You have only a few categories

  • The categories, together, represent a total
 
To Create a Pie Chart:
 
Select the data you want to plot, together with headers.
 
On the Insert tab, in the group called Charts, click the pie charts drop-down list. Select the one you would like to use, and it should appear on your worksheet.

Click the plot area and options will appear on the header so you can edit design, layout and format.

Chart layout lets you change what is shown/layout

3D pie chart- comes up blank. Right click and select enter data and highlight the data you want included in the text box for data range.

The Pie Chart Function allows you to present numerical data you have in a visual manner.

 

However, it is important to note that not all data is appropriate to present in a pie chart.
It is appropriate when:
    • You only have one data series

    • None of the values are negative

    • You have only a few categories

    • The categories, together, represent a total

To Create a Pie Chart:

 

Select the data you want to plot, together with headers.

 

On the Insert tab, in the group called Charts, click the pie charts drop-down list. Select the one you would like to use, and it should appear on your worksheet.

 

Click the plot area and options will appear on the header so you can edit design, layout and format.
 

Module 16 : IF Formula

 

The formula is asking Excel to determine whether the actual amount spent is greater than the amount budgeted, and if it is, the result cell should say “Over budget”. Otherwise, it should say “Within budget.”

 

e.g. =když(B7=1 "ano", "ne") will show it the number in B7 is the number 1. Yes is the value for true and no is the value for false, true and false must be in that order.

True and false criteria can say what ever you want.

e.g. sam(B1) better than mike(C1)

=IF(B1>C1,"sam is better","mike is better")

Module 22 : COUNT Formula

Count Formula in Excel      
           
           
Item Name Units Sold        
Book  3        
Pencil 20   6   6
Pen ####   6   6
Eraser 4   4   4
Notebook 1        
Sketch Pen          
Sharpner 4        
Chart Not In Stock        
Name Labels 50        
Count 6        

 

The COUNT function simply counts the number of cells that contain numbers within the list of arguments.

The formula is: =COUNT(range)

Module 29 : Doughnut Charts

If you have data that is arranged in columns or rows in your Excel worksheet, you can turn your data into a doughnut chart, which looks similar to a pie chart, but with a “hole” in the middle.

Doughnut Chart-- Turn data into doughnut chart (similar to pie chart but with a "hole")

  • Select the data by highlighting it
  • Insert...Doughnut Chart 
  • You can change and alter different designs

  • Newer versions of Excel allows you to add another layer of data to be able to compare proportions from two different data sets. 

  • If percentages are used, each ring will total 100%. 

**Doughnut charts aren't easy to read for everyone as the proportions of inner and outer rings do not display data accurately. 

How to make doughnut chart: 

Select data you want to plot. 

Insert tab, find the Charts group, click on pie charts (rounds circle thing) drop down list. Click doughtnught chart. 

Click plot area of the doughnut to change design, layout and format to fit ur needs. 

when there are multiple things that lead to a larger sum. 

used when showing proportions of a whole 

Once you have your donghnut chart you can change the colour, size or go into layout

If you have data that is arranged in columns or rows in your Excel worksheet, you can turn your data into a doughnut chart, which looks similar to a pie chart, but with a “hole” in the middle.

In the newer versions of Excel (2007 and higher), this function allows you to add another layer of data to be able to compare proportions from two different data sets.
If percentages are used, each ring will total 100%.
It is important to note that doughnut charts are not easy to read for everyone, as the proportions of inner and outer rings do not display data accurately.
To create a doughnut chart:
First select the data that you would like to plot.
Then, in the Insert tab, find the Charts group, and click on the pie charts drop-down list. Here you will find the Doughnut chart.
You can click the plot area of the Doughnut to change design, layout and format to fit your needs.

 

Module 17 : VLOOKUP

0 = FALSE

1 = TRUE

 

=svyhledat

Module 26 : MONTH Formula

  • Allows you to express the months of the year as integers
    E.g. Janurary would be expressed as 1, while July would be expressed as 7.
  • Have a cell in date format
    **(see previous video if forgotten how to do this).

FORMULA-- =MONTH(serial_number). 
**serial number= the date you are referring to. 

The MONTH Function allows you to express the months of the year (January to December) as integers (whole numbers) that correspond to the number of the month in the year.

For example, January would be expressed as 1, while July would be expressed as 7.

In order for the MONTH formula to work, you have to have a cell in date format, e.g. with a date entered as dd/mm/yyyy or similar. Alternatively it can reference a cell where the DATE function has been used, where the date is expressed as =DATE(year,month,day), all in numerical form.

The formula for the use of the MONTH function is:=MONTH(serial_number). The serial number is the cell/date you are referring to.

Module 30 : Line Charts

Module 30:Line Charts

  • Line Charts are a way to present information eg rainfall over different months
  • Can only be text,time and dates
  • Highlight your data you want to plot in the y axis
  • Then on insert tab find chart group and click on line chart 
  • Then choose the style line chart
  • To modify the design layout and format you can click on the chart area and the chart design tab will appear 

Module 34 : Create Borders

Borders allow your data to appear clearer, more organised and more professional and they can also make tables of data appear easier to understand. 

One of the most common way to add borders is to use predefined border styles, though it is possible to create a custom border. 

To create a border:

Select the cell or range of cells to which you want to add a border.

Then, on the Home tab, find the Font group.

 

Can use drop down to do 1 border line at a time, or select two cells at a time

Look for the border icon n click the down arrow to select the style u want to apply.

To remove cell borders, click on the down arrow next to the border icon and click No Border.

To create custom border: Home tab, find the Styles and click the arrow next to the Cell Styles icon.(looks like a window) Click New Cell style and fill in a name for the cell style u will creat. Then click format and change the line, style and colours you want the border to be. Click OK and ur custom style should be available. 

most common: all borders n Think outside borders. 

All borders-theres a border round all the cells. Selec it again and select think border to make them thick. 

How to remove- save the data then select No border  

draw a border- click individual edges of a cell. if u don't want to, press escape. 

draw borer grid- works only on one edge as a grid. have to select at least two cells 4 it to work. Double click to delete. 

Line colour- click on the individual line borders to change the colours. 

 If you select draw border you can click on the line you want the border to appear and it will add it for you

Draw Grid - You have to at least select 2 cells for it to work and it will add 2 grid boxes - double click and it will go away

Press ESC to get out of a particular mode

 

Module 5 : Dividing

add =(numb+numb) enter=

times =(numb*numb) enter

subtract =(numb-numb) enter

divide =(numb/numb) enter

Module 13 : AVERAGE

=average(c6,c7,c8,c9)

The formula to calculate the average is: =AVERAGE(range) OR =AVERAGE(number1,number2,number3)

 

Keep in mind that if a range or cell reference has text, logical values, or empty cells, they will be ignored, but cells with the value “0” will be included in the calculation.

 

Module 35 : Conditional Formatting

Conditional formatting is a quick and effective way to highlight important information in a spreadsheet as you continue to update it. 

It allows to make own rules, so it can help visualise checklists (ex: a cell and say Done and turn green) and whether invitations were sent out, among other infinite possibilities. Have to create rules through conditional formatting one by one. 

In order to create the first rule:

How to create first rule: 

Highlight the cells that will be used as reference points. 

Click Home, conditional Formatting, New Rule. Dialog box will open up, here, u have to create a formula to determine which cells to format (which cells will be the output) and type it were it says Format Values Where this Formula is True. 

Click format and change the format to your liking. 

After, you may create another rule following same steps so that the cells not only change colour, they also say the words "yes", "no", "unsure", or others. 

 The reference number has to be a number in the column.

 Can change the colour of the boxes to colour code

Highlight range of txt first and then press home - conditional formatting- apply greater than or less than...- apply colour of formatting 

Module 9 : Print


Ctrl P to print

or page layout to change margins, orientation, print area etc.

To print a selection of the spreadsheet mark what to print and select print area selection

print titles (on ribbon under page layout tab) enables you to sort headers, footers, gridlines etc.

 CONTROL P FOR PRINT

Module 11 : Merge

Merging cells

When you merge cells, the cells become larger and are displayed across mutiple rows or columns.

Useful to show full text written by merging cells. Only keeps text in upper left cell, deletes text in other cells merged with.

To merge

Select 2 or more adjacent cells you want to merge

one of the cells can have text but if it does the others CANNOT have text.

 

Module 36: Comments

Comments

annotating or making comments on a spreadsheet. 

useful if revising a spreadsheet, want to suggest changes, or want to make an explanation regarding a specific calculation or value. 

How: select the relevant cell, right-click and choose New Comment. 

you will see a box showing your name

Type comment in box 

Click arrow button to post ur comment 

will show date n time it was posted 

When click away from box, it will disappear, will notice a purple Comment indicator in the top- right of the cell.

Hover over cell again to see comment. 

After u add a comment, can edit the comments, reply to comments, delete them and resolve them. 

if file is shared, ppl can reply to ur comment. can delete their comment. 

can reopen and close the option for ppl to reply 

press ctrl and z to bring comment back if u delete it.

Excel gives you the possibility of annotating or making comments on a spreadsheet.

This is useful if you are revising a spreadsheet, want to suggest changes, or want to make an explanation regarding a specific calculation or value.

To add a Comment, select the relevant cell, right-click and choose New Comment.

You will then see a box showing your name.

Type your comment in the box.

Click the arrow button to post your comment.

It will then show you the date and time your comment was posted.

When you click away from the box, it will disappear, but you will notice a purple Comment indicator in the top-right of the cell.

Hover over the cell again to see the comment.

After you add a comment, you can edit the comments, reply to comments, delete them and resolve them. Click on the comment box and has an option to edit or delete.Hover over comment and options are at the top, dots is to delete

 

 

Module 31 : Column Charts

Column Chart Definition

A column chart is useful to compare data points in one or more series.

You can stack data in the same column, or side by side so that you can compare proportions. Typically, categories are along the horizontal axis and values are along the vertical axis. You should use a column chart when you have one or more series you want to plot, or when you want to compare data for multiple categories side by side.
 
First, highlight the data you want to be included in the column chart.
 
Then, on the Insert tab, find the Charts group and click on the column charts drop-down list. Choose the style of chart you want and your chart will appear on your current Excel sheet.
 
You can modify the design, layout, and format of the chart by clicking on the chart area and the Chart Design tab

Module 32 : Bar Charts

BAR CHART

METHOD

  • Select by highlighting data, even along with the headers. 
  • Insert tab
  • Click the bar chart
  • Change and edit like other charts on Format Tab
Bar charts are some of the most commonly used graphs in Excel.
 
Similar to a column chart, a bar chart is useful for comparing data points in one or more series.
In order to insert a bar chart, do the following:
 
First, highlight the data you want to plot. Then, on the Insert tab, find the Charts group and click on the column and bar charts drop-down list. Choose the style of chart you want and your chart will appear on your current Excel sheet.
 
You can modify the design, layout, and format of the chart by clicking on the chart area and the Chart Design tab will appear.
 

Module 33 : Number Formatting

Number Formatting

  • many ways numbers can be displayed in excel
  • this function is useful if you want to show numbers as currency, numbers with or without decimals, as a date, as a fraction, as a percentage etc.
  • select the number(s) you want to format --> on the home tab, number group, dialog box launcher in the lower right hand corner --> in the category list, click the format you want to use and adjust the settings to meet your needs
There are dozens of options for how your numbers can be displayed in Excel.
This function is useful if you want to show numbers as currency, numbers with or without decimals, as a date, as a fraction, as a percentage, and many more.
To format the numbers in Excel:
First select the number or numbers you want to format.
On the Home tab, in the Number group, click the dialog box launcher, which looks like a small arrow pointing towards the corner of a box, on the lower right hand corner of the group.
In the category list, click the format that you want to use, and adjust the settings to meet your needs (show more or less decimal places, symbols, etc.).
Can change fractions, percentages, dates, many more options- on the home page there is a box which says general if cell is empty, or text if something is written. Click that box to get the drop down list which shows all the different formats you can use.
You can add zeros before a number by clicking the special format from the list, typing the same amount of 0s as is in the number and add however many zeros you want to be in front of the number.

Module 23 : CONCATENATE

The CONCATENATE function is one of the text functions that Excel has, which joins two or more text strings into one string. Two words into one. 

 

It can make full sentences by joining data, or join first and last names contained in different columns.

 

The formula is: =CONCATENATE(text1, [text2]…)

 

The first text reference or input is required, though from the second one forward, they are optional for a maximum of up to 255 items.
 
If you want a space between the two words once they are merged, put it in " ". E.g. (B7, " ", C7) or (B7, " , ", C7) to have a space and comma inbetween the two words.

 

Concatenate in Excel      
         
         
First Name Last Name Concatenated Text    
Alan Jones AlanJones AlanJones AlanJones
Alan Jones Alan Jones Alan Jones Alan Jones
Alan Jones Alan,Jones Alan,Jones Alan,Jones
Alan Jones Jones Alan Jones Alan Alan Jones
Alan Jones Jones,Alan Jones,Alan Jones,Alan

Module 1 : Introduction to Excel

* intro

Cells-  the blocks within the spreadsheet. Columns & rows

Formulas- a set of instructions for a calculation, and always starts with an equals sign = , and can include maths signs cell references and functions

Functions - built in formulas that perform specific calculations or tasks

(Parenthasis- an addition on end of a sentence to explain the meaning?)

Absolute and relative cell references

Relatice cell refs can adjust. Absolute cell refs do not adjust, they are fixed. A cell ref can be made absolute by putting a dollar sign ($) before the row letter or column number. (e.g., $A$1).

AutoFill - easy way to fill a series of cells with a pattern or sequence of values

Formatting - enhances a cell's appearance & improves readability

 

Module 21 : COUNTA Formula

Counta Formula in Excel      
           
           
Item Name Units Sold        
Book  3        
Pencil 20   7   7
Pen ####   6   5
Eraser     2   3
Notebook 1        
Sketch Pen          
Sharpner 4        
Chart Not In Stock        
Name Labels 50        
Counta 7        

 

The COUNTA formula is the opposite of the COUNTBLANK formula - it counts the number of cells that are not empty in a given range.

 

The formula is: =COUNTA(value 1,value 2)

 

There are two values so that you can find the number of cells in two separate sets of data. It can process any type of data, including text.

 Use Tab to open and close brackets

Module 25 : DATE Formula

  • Dates have different formats
  • Always start with an [=] sign. 

FORMULA-- =DATE(year,month,date)
*default format

  • You can change the format of the date.

  • Right click cell... format cells... click date... change format

Can pick the format you want, multiple options.

To insert the current date: press Ctrl+; (semi-colon). To insert the current time: press Ctrl+Shift+; (semi-colon).

The DATE function is useful when you need to take three values presented separately and combine them to form a date.

The formula for the DATE function is: =DATE(year,month,day)

Remember that all three need to be presented as numbers for it to return a date. For example, if you input =DATE(2015,4,6), Excel will return April 6th, 2015. Note that Excel doesn't accept years earlier than 1900.

A couple of extra exercises you can try (not in the video) are: To insert the current date: press Ctrl+; (semi-colon). To insert the current time: press Ctrl+Shift+; (semi-colon).

Module 27 : Pivot Tables

First, make sure the table with the data you want to analyse has headings, and avoid blank rows.

 

Click any cell in the table. Then, click Insert and then on Pivot Tables or Recommended Pivot Tables. A dialogue box will open with different options regarding how to present the analysed data. Then click OK.

 

You can organise the data the way you want by adding and removing items and also filtering and sorting the pivot table.  To filter the data, like wanting to focus on a smaller portion of the data, you can use the Filters area in the PivotTable Fields. Just drag a filter down into the Filters area and a drop-down filter list will appear in your pivot table.

 

Alternatively, you can use “slicers” which have buttons that you can click to filter the data in the way you want. You click on your pivot table and then click on the PivotTable Analyze menu. Then, find the Filter group and click “Insert Slicer”. Finally, click OK. In each slicer you can select the items to show in the pivot table by selecting them.

 

To sort data in the Pivot Table, click in a cell in the row or column you want to sort. Click on the arrow button (in the header cell of the data you want to sort), then click the sort option in the drop-down menu.

Frequently Asked Questions

To progress on to the next module of your course scroll to the bottom of the current module and press the “NEXT” button. This will take you directly to the following module.

Once you have completed the last module of the course please click on the button at the bottom of the module that says “START”. This will take you to the test.

The pass mark for the end of course test is 70%

Yes, you can re-take your test as many times as you need to.

No, once you have passed a test it is not possible to retake it.

When logging on to your course directly through our site you have lifetime access.

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Please click here to contact our student support team

If you would like to go back and view a completed module you can do this by clicking the “Course Modules” option from the side bar menu of your course. This will take you to a list of the modules contained within your course. Simply select the module you wish to study again.

Please click here to find out how to save your course modules as PDF files

Worksheets

Module 2 : Add

Module 2 : Add

Module 3 : Multiply

Module 3 : Multiply

Module 4 : Subtraction in Excel

Module 4 : Subtraction in Excel

Module 5 : Dividing

Module 5 : Dividing

Module 6 : Sort

Module 6 : Sort

Module 7 : Percentage

Module 7 : Percentage

Module 8 : Running Totals

Module 8 : Running Totals

Module 9 : Print

Module 10 : Paste Special

Module 10 : Paste Special

Module 11 : Merge

Module 11 : Merge

Module 12 : Filter

Module 12 : Filter

Module 13 : AVERAGE

Module 13 : AVERAGE

Module 14 : AVERAGEIF

Module 15 : SUMIF Formula

Module 15 : SUMIF Formula

Module 16 : IF Formula

Module 16 : IF Formula

Module 17 : VLOOKUP

Module 17 : VLOOKUP

Module 18 : HLOOKUP

Module 18 : HLOOKUP

Module 19 : COUNTIF Formula

Module 19 : COUNTIF Formula

Module 20 : COUNTBLANK

Module 20 : COUNTBLANK

Module 21 : COUNTA Formula

Module 21 : COUNTA Formula

Module 22 : COUNT Formula

Module 22 : COUNT Formula

Module 23 : CONCATENATE

Module 23 : CONCATENATE

Module 24 : TRANSPOSE

Module 24 : TRANSPOSE

Module 25 : DATE Formula

Module 25 : DATE Formula

Module 26 : MONTH Formula

Module 26 : MONTH Formula

Module 27 : Pivot Tables

Module 27 : Pivot Tables

Module 28 : Pie Charts

Module 28 : Pie Charts

Module 29 : Doughnut Charts

Module 29 : Doughnut Charts

Module 30 : Line Charts

Module 30 : Line Charts

Module 31 : Column Charts

Module 31 : Column Charts

Module 32 : Bar Charts

Module 32 : Bar Charts

Module 33 : Number Formatting

Module 33 : Number Formatting

Module 34 : Create Borders

Module 34 : Create Borders

Module 35 : Conditional Formatting

Module 35 : Conditional Formatting

Module 36: Comments

Module 36: Comments

Module 36: Comments

My Notes