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Command
An Excel Keyboard Shortcut
This Excel tip shows you how to apply the Fill Down command in an Excel spreadsheet using a
keyboard shortcut.
The key combination that applies the Fill Down command is:
Ctrl + D
Example of How to Applying the Fill Down command using a Keyboard Shortcut
Note: For help with this example, see the image to the right.
2. Add formatting, such as changing the font color and background color of cell D1.
5. Press and release the " D " key on the keyboard without releasing the Ctrl key.
Excel Undo
An Excel Keyboard Shortcut
Undo changes in Excel Using a Keyboard Shortcut
This Excel tip shows you how to "undo" changes made to an Excel spreadsheet using a keyboard
shortcut.
Note: It's important to remember that when you use Undo, it "undoes" your actions in the exact
reverse order that you applied them.
Note: For help with this example, see the image to the right.
1. Type some data into a cell, such as A1 in the spreadsheet and press the Enter key on the
keyboard.
8. Press and hold down the Ctrl key on the keyboard again.
9. Press and release the letter " Z " on the keyboard twice without releasing the Ctrl key.
10. Not only will the underline be removed but the font will no longer be Arial Black.
11. This happens because, as mentioned above, the undo feature "undoes" your actions in the
exact reverse order that you applied them.
ALT - TAB Fast Switching, known as Windows Flip in the Vista and Windows 7 operating
systems is a quick way to move between open documents - such as two separate Excel files - in
Windows.
Using the keyboard to accomplish a task on a computer is usually much more efficient than using
a mouse or other pointing device, and ALT - TAB Fast Switching is one of the most used of
these keyboard shortcuts.
Note: For help with this example, see the image to the right.
1. Open at least two files in Windows. These can be two Excel files or an Excel File and a
Microsoft Word file for example.
3. Press and release the Tab key on the keyboard without letting go of the Alt key.
4. The ALT - TAB Fast Switching window should appear in the middle of your computer
screen.
5. This window should contain an icon for each document currently open on your computer.
6. The first icon on the left will be for the current document - the one visible on the screen.
8. Below the icons should be the name of the document highlighted by the box.
9. Release the Alt key and windows switches you to the highlighted document.
10. To move to other documents shown in the ALT - TAB Fast Switching window, continue
to hold down the Alt while tapping the Tab key. Each tap should move the highlight box
left to right from one document to the next.
11. Release the Alt key when the desired document is highlighted.
12. Once the ALT - TAB Fast Switching window is open, you can reverse the direction of
the highlight box - moving it from right to left - by holding down the Shift key as well as
the Alt key and then tapping the Tab key.
By selecting multiple cells in Excel you can delete data, apply formatting such as borders or
shading, or apply other options to large areas of a worksheet all at one time.
While using the drag select method with the mouse to quickly highlight a block of adjacent cells
is probably the most common way of selecting more than one cell, there are times when the cells
you want to highlight are not located beside each other.
When this occurs, it is possible to select non-adjacent cells. Although this can be done solely
with the keyboard, it is more easily done by using the keyboard and the mouse.
Selecting Non-Adjacent Cells in Excel
Note: For help with this example, see the image to the right.
1. Click on the first cell you want to select with the mouse pointer to make it the active cell.
3. Click on the rest of the cells you want to select Without releasing the Ctrl key.
4. Once all the desired cells are selected, release the Ctrl key.
5. Do Not click anywhere else with the mouse pointer once you release the Ctrl key or you will
clear the highlight from the selected cells.
6. If you release the Ctrl key too soon and wish to highlight more cells, simply press and hold down
the Ctrl key again and then click on the additional cell(s).
3. Press and release the semi colon key ( ; ) on the keyboard without releasing the Ctrl key.
4. Release the Ctrl key.
6. Press and release the ENTER key on the keyboard to complete the entry of the date into the cell.
Note: This keyboard shortcut does not use a function such as the TODAY( ) function to add the
date to the spreadsheet.
The TODAY function, one of Excel's date and time functions, is used to add today's date to a
spreadsheet.
=TODAY( )
Note: For help with this example, see the image above.
5. Click OK.
7. When you click on cell D1 the complete function =TODAY( ) appears in the formula bar
above the worksheet.
To add two or more numbers in Excel you need to create a formula. Two important points to
remember about Excel formulas:
Even though you can use numbers directly in a formula, it is much better to use the references or
addresses of the cells containing the numbers you want to add. If you use the cell references
rather than the actual data, later, if you need to change the data in either cell, the results of the
formula will update automatically without you having to rewrite the formula.
As an example, lets create a formula in cell C1 that will add the contents of cell B1 from cell A1.
Our formula:
=A1 + B1
Our data:
Formula Steps
Note: Before you mix different mathematical operations, be sure you understand the order of
operations that Excel follows when evaluating a formula.
2. The equal sign is always typed into the cell where you want the answer to appear.
Use Cell References in Formulas
Even though you can use numbers directly in a formula, it is much better to use the cell
references of the numbers you want to subtract.
If you use the cell references rather than the actual data, later, if you need to change the data in
either cell, the results of the formula will update automatically without you having to rewrite the
formula.
As an example, let's create a formula in cell E3 that will subtract the contents of cell E2 from cell
E1.
Note: For help with these instructions, see the image above.
Our formula:
= E1 - E2
Our data:
type the number 20 in cell E1 and press the ENTER key on the keyboard.
type the number 10 in cell E2 and press the ENTER key on the keyboard.
Formula Steps
1. Click on cell E3 with the mouse pointer to make it the active cell
2. Type the equal sign ( = ) in cell E3 to begin the formula.
3. Click on cell E1 with the mouse pointer to add that cell reference to the formula after the equal
sign.
5. Click on cell E2 with the mouse pointer to add that cell reference to the formula after the minus
sign.
6. Press the ENTER key on the keyboard.
8. Even though you see the answer in cell E3, if you click on that cell you will see our formula in the
formula bar above the work area.
9. To test the value of using cell references in a formula, change the number in cell E2 from 10 to 5
and press the ENTER key on the keyboard.
10. The answer in cell E3 should automatically update to 15 to reflect the change in data in cell E2.
Note: Before you mix different mathematical operations, be sure you understand the order of
operations that Excel follows when evaluating a formula.
To multiply two or more numbers in Excel you need to create a formula. Important points to
remember about Excel formulas:
Even though you can use numbers directly in a formula, it is much better to use the references or
addresses of the cells containing the numbers you want to add.
By using cell references rather than the actual data in your formula, later, if you need to change
your data, the results of the formula will update automatically without you having to rewrite the
formula.
As an example, lets create a formula in cell C1 that will multiply the contents of cell B1 from
cell A1.
Our formula: = D1 * D2
Our data:
Formula Steps
To expand your formula to include additional operations - such as subtraction or addition - just
continue to add the correct mathematical operator followed by the cell reference containing your
data.
Note: Before you mix different mathematical operations, be sure you understand the order of
operations that Excel follows when evaluating a formula.
Excel Division
To divide two numbers in Excel you need to create a formula. Important points to remember
about Excel formulas:
Even though you can use numbers directly in your division formula, it is much better to use the
references or addresses of the cells containing your data. If you use the cell references rather than
the actual data, later, if you need to change the data in either cell, the results of the formula will
update automatically without you having to rewrite the formula.
As an example, lets create a formula in cell E1 that will divide the contents of cell C1 by cell D1.
Our formula:
=C1 / D1
Our data:
To expand your formula to include additional operations - such as subtraction or addition - just
continue to add the correct mathematical operator followed by the cell reference containing your
data.
Note: Before you mix different mathematical operations, be sure you understand the order of
operations that Excel follows when evaluating a formula.
The following example creates a basic formula. The steps used to create this basic formula are
the same ones to follow when writing more complex formulas. The formula will add the numbers
3 + 2. The final formula will look like this:
= E1 + E2
Note: For help with this tutorial refer to the image above.
© Ted French
When creating formulas in Microsoft Excel, you ALWAYS start by typing the equal sign. You
type it in the cell where you want the answer to appear.
Note: For help with this example refer to the image above.
1. Click on cell E3 (outlined in black in the image) with your mouse pointer.
Following the equal sign, we add in the cell references of the cells containing our data.
By using the cell references of our data in the formula, the formula will automatically update the
answer if the data in cells E1 and E2 changes.
The best way of adding cell references is by using the Excel feature called pointing. Pointing
allows you to click with your mouse on the cell containing your data to add its cell reference to
the formula.
1. Click on cell E1 with the mouse pointer to enter the cell reference into the formula.
3. Click on cell E2 with the mouse pointer to enter the cell reference into the formula.
6. Click on cell E3. The formula = E1 + E2 is shown in the formula bar above the worksheet.
Mathematical Operators
Creating formulas in Microsoft Excel is not difficult. Just combine the cell references of your
data with the correct mathematical operator.
The mathematical operators used in Excel formulas are similar to the ones used in math class.
Basic Excel 2007 Formula Tutorial
© Ted French
Excel Order of Operations
If more than one operator is used in a formula, there is a specific order that Excel will
follow to perform these mathematical operations. This order of operations can be
changed by adding brackets to the equation. An easy way to remember the order of
operations is to use the acronym:
BEDMAS
The Order of Operations is:
Brackets
Exponents
Division
Multiplication
Addition
Subtraction
How the Order of Operations Works
Any operation(s) contained in brackets will be carried out first followed by any
exponents.
After that, Excel considers division or multiplication operations to be of equal
importance, and carries out these operations in the order they occur left to right in the
equation.
The same goes for the next two operations – addition and subtraction. They are
considered equal in the order of operations. Which ever one appears first in an equation,
either addition or subtraction, is the operation carried out first.
The NOW function, one of Excel's date and time functions, is used to add the current time and
date to a spreadsheet.
= NOW ( )
Note: For help with this example, see the image to the right.
1. Click on cell D1 - the location where the results will be displayed.
3. Choose Date & Time from the ribbon to open the function drop down list.
8. When you click on cell D1 the complete function = NOW ( ) appears in the formula bar
above the worksheet.
Entering data into a spreadsheet is always a three step process. These steps are:
3. Press the ENTER key on the keyboard or click on another cell with the mouse.
To follow this tutorial, enter the data listed below into a blank spreadsheet using the following
steps:
4. Press the Enter key on the keyboard or click on the next cell in the list with the mouse.
Cell Data
A8 - Last Name
A9 - Smith B.
A10 - Wilson C.
A11 - Thompson J.
A12 - James D.
B4 - Date:
B6 - Deduction Rate:
B8 - Gross Salary
B9 - 45789
B10 - 41245
B11 - 39876
B12 - 43211
C6 - .06
C8 - Deduction
D8 - Net Salary
After entering the data you will probably find that several words, such as Deductions, are too
wide for a cell. To correct this so that the entire word is visible:
1. Place the mouse pointer on the line between columns C and D in the column header.
It is normal to add the date to a spreadsheet. Built into Excel 2007 are a number of DATE
functions that can be used to do this. In this tutorial we will use the TODAY function.
3. Click on the Date & Time option on the ribbon to open the list of date functions.
2. Type in the formula = B9 * rate and press the Enter key on the keyboard.
2. Type in the formula = B9 - C9 and press the Enter key on the keyboard.
2. Move the mouse pointer over the fill handle (a small black dot) in the bottom right corner of the
active cell.
3. When the pointer changes to a black "plus sign", click and hold down the left mouse button and
drag the fill handle down to cell C12.
3. Click on the Cell Styles option on the ribbon to open the cell styles option menu.
4. Choose the blue Accent1 option in the bottom left part of the menu box to change the
background color of cells A2 - D2 to dark blue and the text in these cells to white.
3. Click on the Merge and Center option in the Alignment section of the ribbon to center the title.
5. Click on the Align text right option on the ribbon to right align the data in these cells.
7. Click on the Align text right option on the ribbon to right align the data in these cells.
9. Click on the Center option on the ribbon to center the data in these cells.
11. Click on the Center option on the ribbon to center the data in these cells.
In this step we add percent signs and currency symbols to our data.
2. Click on the General option on the ribbon to open the Number Format drop down list.
4. The data in cells B9 - D12 should now show the dollar symbol ( $ ) and two decimal places.
4. Choose Dark Blue, Text 2 to change the color of the data in these cells to dark blue.
7. At this point, if you have followed all the steps of this tutorial correctly, your spreadsheet should
resemble the spreadsheet pictured in Step 1 of this tutorial.
Apply Percent Formatting
An Excel Keyboard Shortcut
Applying percent formatting using a keyboard shortcut
This Excel tip covers applying Percent formatting to selected cells in an Excel spreadsheet using
a keyboard shortcut.
The key combination that can be used to apply currency formatting to data is:
Ctrl + Shift + 5
Note: For help with this example, see the image to the right.
1. Add the following data to cells A1 to B2: .98, -.34, 1.23, .03
3. Press and hold down the Ctrl and Shift keys on the keyboard.
4. Press and release the number five key ( 5 ) on the keyboard without releasing the Ctrl
and Shift keys.
5. In cells A1 to B2 the data should be converted to a percent with the percent sign ( % )
added to the data.
Note: For help with this example, see the image to the right.
1. Enter the following data into cells D1 to F1: January, February, March.
4. Press and release the zero " 0 " key without releasing the Ctrl key.
5. Column E should now be hidden from view - along with the data (February) it contains in
cell E1.
Note: The data in E1 has not been deleted. It can still be referenced in such things as formulas
and charts even though it has been hidden.
2. Once you have hidden one or more columns, drag select the columns on either side of the
hidden column(s).
3. Press and hold down the Ctrl and the Shift keys on the keyboard.
4. Press and release the zero key ( 0 ) on the keyboard without releasing the Ctrl and Shift
keys.
Formatting the Date
An Excel Keyboard Shortcut
3. Press and hold down the Ctrl and Shift keys on the keyboard.
4. Press and release the number sign key ( # ) on the keyboard without releasing the Ctrl
and Shift keys.
5. The date in the active cell will be formatted in the day, month, year format.
Add Borders in Excel
An Excel Keyboard Shortcut
This Excel tip covers how to add a border to selected cells in an Excel spreadsheet using a
keyboard shortcut.
Note: For help with this example, see the image to the right.
3. Press and hold down the Ctrl and the Shift keys on the keyboard.
4. Press and release the number seven key ( 7 ) on the keyboard without releasing the Ctrl
and Shift keys.
One change to creating a pie chart or pie graph in Excel 2007 is that the Chart Wizard is no
longer available.
It has been replaced by chart options listed under the Insert ribbon.
This tutorial walks you through creating and formatting a pie chart using many of the common
features available in Excel 2007.
The first step in creating a pie chart is to enter the data into the worksheet.
3. A pie chart is a percentage chart, so only one series of data will be used in the chart. If there is
more than one column of data, try to list the data to be used in the chart next to the column
containing the list of names in order to simplify creating the chart.
1. Drag select with the mouse button to highlight the cells containing the data to be included in the
pie chart.
Note: Be sure to select any column and row titles that you want included in the chart.
1. Highlight the block of cells from A2 to B5, which includes the row headings.
Note: For help with these instructions, see the image example above.
2. Click on a chart category to open the drop down list of available chart types.
(Hovering your mouse pointer over a chart type will bring up a description of the chart type).
2. A basic pie chart is created and placed on your worksheet. The following pages cover formatting
this chart to match the pie chart shown in Step 1 of this tutorial.
© Ted French
Note: For help with these instructions, see the image example above.
When you click on a chart, three tabs - the Design, Layout, and Format tabs are added to the
ribbon under the title of Chart Tools.
2. Click once on the Peanut Butter slice of the pie chart to select just that piece of the chart.
3. Click and drag the Peanut Butter slice out from the pie chart to explode it.
Note: For help with these instructions, see the image example above.
When you click on a chart, three tabs - the Design, Layout, and Format tabs are added to the
ribbon under the title of Chart Tools.
Note: Exploding a piece of pie out from the rest of the chart is done to emphasize that section.
2. Click once on the Peanut Butter slice of the pie chart to select just that piece of the chart.
3. Click and drag the Peanut Butter slice out from the pie chart to explode it.
Formatting the Pie Chart - 2
Note: For help with these instructions, see the image example above.
4. Type in the title "The Cookie Shop 2003 Revenue from Sales"
1. Choose Layout > Data Labels > Best Fit to add data labels.
2. Choose Layout > Data Labels > More Data Label Options to bring up the Format Data Labels
dialog box.
3. Remove the check marks from Value and Show Leader Lines under Label Options in the right
hand window.
4. Check off Category Name and Percentage under Label Options in the right hand window.
Formatting the Pie Chart - 2
© Ted French
Note: For help with these instructions, see the image example above.
4. Type in the title "The Cookie Shop 2003 Revenue from Sales"
1. Choose Layout > Data Labels > Best Fit to add data labels.
2. Choose Layout > Data Labels > More Data Label Options to bring up the Format Data Labels
dialog box.
3. Remove the check marks from Value and Show Leader Lines under Label Options in the right
hand window.
4. Check off Category Name and Percentage under Label Options in the right hand window.
© Ted French
Note: For help with these instructions, see the image example above.
3. Choose Shape Fill > Gradient > Theme Colors > Purple, Accent 4, Lighter 80%.
4. Click on the Shape Fill > Gradient > From Center option.
© Ted French
Note: For help with these instructions, see the image example above.
3. Choose Shape Fill > Gradient > Theme Colors > Purple, Accent 4, Lighter 80%.
4. Click on the Shape Fill > Gradient > From Center option.
© Ted French
Note: For help with these instructions, see the image example above.
3. Choose Chart Elements > Floor to select the floor area of the chart.
5. Choose Fill > Solid Fill to add a blue color to the floor.
6. Click Close.
1. Choose Chart Elements > Vertical (Value) Axis to select the chart's vertical axis.
4. Click Close.
2. Click on Format Selection to bring up the Format Chart Area dialog box.
Your chart should, at this point, match the column chart shown in Step 1 of this tutorial.
© Ted French
Note: For help with these instructions, see the image example above.
3. Choose Chart Elements > Floor to select the floor area of the chart.
5. Choose Fill > Solid Fill to add a blue color to the floor.
6. Click Close.
1. Choose Chart Elements > Vertical (Value) Axis to select the chart's vertical axis.
4. Click Close.
2. Click on Format Selection to bring up the Format Chart Area dialog box.
Your chart should, at this point, match the column chart shown in Step 1 of this tutorial.
The standard deviation is a statistical tool that tells you roughly how far, on average, each
number in your list of data varies from the average value of the list itself.
Since standard deviation and average are so closely linked, the step by step example for this
tutorial includes how to find the average value as well as the standard deviation for a list of
numbers.
Number1, Number2, ... Number255 can be numbers or cell references to a list of data. Up to 255
arguments can be entered.
Note: For help with this example, see the image above.
1. Enter the following data into cells E1 to E6: 11, 12, 13, 14, 15, 16.
1. Click on cell C7 - the location where the AVERAGE function will be entered.
3. Choose More Functions > Statistical from the ribbon to open the function drop down list.
5. Drag select cells E1 to E6 in the spreadsheet to enter the range into the dialog box.
6. Click OK.
7. The answer 13.5, which is the average value for the data in cells E1 to E6, should appear in cell
E7.
1. Click on cell E8 - the location where the STDEV function (standard deviation) will be entered.
3. Choose More Functions > Statistical from the ribbon to open the function drop down list.
5. Drag select cells E1 to E6 in the spreadsheet to enter the range into the dialog box.
6. Click OK.
8. This number (approximately 1.87) represents the standard deviation of each number in the list
from the average value of 13.5.
9. When you click on cell E8 the complete function = STDEV ( E1:E6 ) appears in the formula bar
above the worksheet.
Note: - This article gives instructions for copying the sample data shown below into an Excel
worksheet. The data accompanies the Excel 2007 Nested IF Function Step by Step Tutorial.
1. Drag select the data in the table below to highlight all of it. Be sure to select the entire table -
including the empty cells in the bottom right corner.
2. Choose Edit > Copy from the menu in your web browser.
6. Click on the down arrow below the Paste button on the ribbon to open the drop down menu.
7. Choose Paste Special from the menu to open the Paste Special dialog box.
9. Your may have to widen columns in order to see all of the data.
Each piece of data should be pasted into a separate cell in the worksheet. The data should fill the
range D1 to F6.
If your data does not end up in cells D1 to F6 it probably means you didn't use Paste Special
correctly. Use Excel's Undo feature to remove the data and then try steps 4 to 8 above again.
Tutorial Data for the Excel 2007 IF Function Step by Step Tutorial
Deduction Rate
<$30,000: 6%
$30,000 to $49,999: 8%
>=$50,000: 10%
Smith B. $45,987
Wilson C. $23,412
Thompson J. $67,265
James R. $27,354
Ramirez A. $34,678
Excel HLOOKUP Tutorial List
Step by Step Tutorials for using HLOOKUP in Excel
Excel's HLOOKUP function, which stands for horizontal lookup, can help you find specific
information in large data tables such as an inventory list of parts or a large membership contact
list.
This tutorial list includes step by step examples of how to use HLOOKUP to return fields of data
from an Excel database.
This tutorial covers how to setup and use the Excel HLOOKUP function in Excel 2007 to
retrieve data from a database. The tutorial includes a step by step example including screen shots
of how to use HLOOKUP in Excel 2007.
This text only tutorial covers how to setup and use the Excel HLOOKUP function in Excel 2007
to retrieve data from a database. The tutorial includes a step by step example of how to use
HLOOKUP in Excel 2007.
When entering the data into an Excel worksheet, there are some general rules to follow:
1. Whenever possible, don't leave blank rows or columns when entering your data.
o Leaving blank rows and columns in data tables can make it difficult to use a number of
Excel's functions - including HLOOKUP.
o If there is more than one data series, list them one after the other in rows with the title
for each data series in the first cell at the left.
Note: For help with these instructions, see the image above.
1. Enter the data as seen in the image above into cells D4 to I5.
o The first row of data (row 4) contains the part names. The second row (row 5) the price
of each part.
Before starting the HLOOKUP function it is usually a good idea to add headings to the
worksheet to show what data is being retrieved by HLOOKUP. For this tutorial enter the
following headings into the cells indicated. The HLOOKUP function and the data it retrieves
from the database will be located in cells to the right of these headings.
D1 - Part Name
E1 - Price
Although it is possible to just type the HLOOKUP function into a cell in a worksheet, many
people find it easier to use the function's dialog box.
1. Click on cell E2 to make it the active cell. This is where we will start the HLOOKUP function.
The data that we enter into the four blank rows in the dialog box will form the arguments of the
HLOOKUP function. These arguments tell the function what information we are after and where
it should search to find it.
© Ted French
The first argument is the Lookup_value. It tells HLOOKUP about which item in the database we
are seeking information. The Lookup_value is located in the first row of the selected range.
The information that HLOOKUP will return is always from the same column of the database as
the Lookup_value.
The Lookup_value can be a text string, a logical value (TRUE or FALSE only), a number, or a
cell reference to a value.
For this tutorial
Note: For help with these instructions, click on the image above.
2. Click on cell D2 to add this cell reference to the Lookup_value line. This is the cell where we will
type the part name about which we are seeking information.
excel hlookup
excel lookup and reference functions
5 of 9
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The Table Array
© Ted French
The Table Array
The Table_array argument is the range of data that the HLOOKUP function searches to find your
information. Note that this range does not need to include all rows or even the first row of a
database.
The Table_array must contain at least two rows of data though, with the first row containing the
Lookup_value (see previous step).
If you enter cell references for this argument it is a good idea to use absolute cell references.
Absolute cell references are denoted in Excel by the dollar sign ( $ ). An example would be
$E$4.
If you don’t use absolute references and you copy the HLOOKUP function to other cells, there is
a chance you will get an error messages in the cells to which the function is copied.
Note: For help with these instructions, click on the image above.
2. Drag select cells E4 to I5 in the spreadsheet to add this range to the Table_array line. This is the
range of data that HLOOKUP will search.
3. Press the F4 key on the keyboard to make the range absolute ($E$4 : $I$5).
© Ted French
The row index number argument ( Row_index_num ) indicates which row of the Table_array
contains the data you are after.
For example:
if you enter a 1 into the row index number, HLOOKUP returns a value from the first column in
table_array;
if the row index number is 2, it returns a value from the second row in table_array.
Note: For help with these instructions, click on the image above.
2. Type a 2 in this line to indicate that we want HLOOKUP to return information from the second
row of the table array.
© Ted French
The Range_lookup argument is a logical value (TRUE or FALSE only) that indicates whether
you want HLOOKUP to find an exact or an approximate match to the Lookup_value.
If TRUE or if this argument is omitted, HLOOKUP will use an approximate match if it cannot find
an exact match to the Lookup_value. If an exact match is not found, HLOOKUP returns the next
largest value that is less than the Lookup_value.
If FALSE, HLOOKUP will only use an exact match to the Lookup_value. If there are two or more
values in the first column of Table_array that match the Lookup_value, the first value found is
used. If an exact match is not found, a #N/A error is returned.
Note: For help with these instructions, click on the image above.
2. Type the word False in this line to indicate that we want HLOOKUP to return an exact match for
the data we are seeking.
© Ted French
Once the HLOOKUP function has been completed it can be used to retrieve information from
the database.
To do so, type the name of the item you wish to retrieve into the Lookup_value cell and press the
ENTER key on the keyboard.
HLOOKUP uses the Row Index Number to determine which item of data should be shown in
cell E2.
Note: For help with these instructions, see the image above.
2. Type Bolt into cell E1 and press the ENTER key on the keyboard.
3. The price of a bolt - $1.54 - should be displayed in cell E2.
4. Test the HLOOKUP function further by typing other parts names into cell E1 and comparing the
data returned in cell E2 with the prices listed in cells E5 to I5.
© Ted French
#N/A error :
This error is displayed if the lookup value is not found in the first column of the table array.
It will also be displayed if the range for the table array argument is inaccurate. If this argument
includes empty rows above the table array.
#REF!:
This error is displayed if the row index number argument is greater than the number of rows in
table array. In the image above, the #REF! error occurs because the row index number is set to 3
while there are only two rows in the Table_array.
This completes the tutorial on creating and using the HLOOKUP function in Excel 2007.
© Ted French
Excel's VLOOKUP function, which stands for vertical lookup, can help you find specific
information in large data tables such as an inventory list of parts or a large membership contact
list.
Following the steps in the tutorial topics below walk you through using the VLOOKUP function
to find specific information in a spreadsheet table.
Tutorial Topics
© Ted French
Note: For help with these instructions, see the image above.
When entering the data into an Excel worksheet, there are some general rules to follow:
1. Whenever possible, don't leave blank rows or columns when entering your data.
o Leaving blank rows and columns in data tables can make it difficult to use a number of
Excel's functions - including VLOOKUP.
2. Enter your data in columns when possible.
o When laying out your worksheet, place a title describing the data at the top of the first
column of the table with the data below.
o If there is more than one data series, list them one after the other in columns (left to
right) with the title for each data series at the top.
1. Enter the data as seen in the image above into cells D4 to E10.
o The first column of data (column D) contains the part names. The second column
(column E) the price of each part.
© Ted French
Note: For help with these instructions, see the image above.
Although it is possible to just type the VLOOKUP function into the cell where you want it
located, many people find it easier to use the function's dialog box.
5. Choose Lookup & Reference from the ribbon to open the function drop down list.
The data that we enter into the four blank rows of the dialog box will form the arguments for the
VLOOKUP function. These arguments tell the function what information we are after and where
it should search to find it.
The Lookup Value
© Ted French
Note: For help with these instructions, see the image above.
The lookup value is located in the first column of the table of data. After specifying a subject in
the first column, VLOOKUP will then allow you to search for specific information located in the
same row as the subject.
The lookup value can be a text string, a logical value (TRUE or FALSE only), a number, or a
cell reference to a value.
It is a good idea to use an absolute cell reference for the lookup value.
If you don’t use an absolute reference and you copy the VLOOKUP function to other cells, there
is a good chance you will get error messages in the cells the function is copied to.
2. Click on cell D2 to add this cell reference to the lookup_value line. This is the cell where we will
type the part name about which we are seeking information.
3. Press the F4 key on the keyboard to make the cell reference absolute.
The Table Array
© Ted French
Note: For help with these instructions, see the image above.
The table array is the table of data that the function searches to find your information.
The table array must contain at least two columns of data. The first column contains the lookup
values (see previous step). These values can be text, numbers, or logical values.
On this line in the VLOOKUP dialog box enter the range of cells where the data is located.
It is a good idea to use an absolute cell reference for the table array.
If you don’t use an absolute reference and you copy the VLOOKUP function to other cells, there
is a good chance you will get error messages in the cells the function is copied to.
2. Drag select cells D5 to E10 in the spreadsheet to add this range to the table_array line. This is
the range of data that VLOOKUP will search.
© Ted French
Note: For help with these instructions, see the image above.
The column index number indicates which column of the table array contains the data you are
after.
For example:
if you enter a 1 into the column index number, VLOOKUP returns a value from the first column
in table_array;
if the column index number is 2, it returns a value from the second column in table_array.
2. Type a 2 in this line to indicate that we want VLOOKUP to return information from the second
column of the table array.
The Range Lookup
© Ted French
Note: For help with these instructions, see the image above.
The range lookup value is a logical value (TRUE or FALSE only) that indicates whether you
want VLOOKUP to find an exact or an approximate match to the lookup value.
If TRUE or if this argument is omitted, VLOOKUP will use an approximate match if it cannot find
an exact match to the lookup_value. If an exact match is not found, VLOOKUP uses the next
largest lookup value.
If FALSE, VLOOKUP will only use an exact match to the lookup_value. If there are two or more
values in the first column of table_array that match the lookup value, the first value found is
used. If an exact match is not found, an #N/A error is returned.
2. Type the word False in this line to indicate that we want VLOOKUP to return an exact match for
the data we are seeking.
4. If you have followed all the steps of this tutorial you will have a complete VLOOKUP function in
cell E2.
© Ted French
Note: For help with these instructions, see the image above.
To use VLOOKUP to find the cost of different parts listed in the table array, type the name of a
part into cell D2 and press the ENTER key on the keyboard.
2. Type Cog into cell D2 and press the ENTER key on the keyboard.
3. The value $20.21 - the price of a cog - should be displayed in cell E2 since we asked VLOOKUP to
return the price of any part name entered into cell D2.
4. Type the name of other parts into cell D2 and their prices should be displayed in cell E2.
© Ted French
This error is displayed if the lookup value is not found in the first column of the table array.
It will also be displayed if the range for the table array argument is inaccurate. If this argument
includes empty columns on the left of the table array.
#REF!:
This error is displayed if the column index number argument is greater than the number of
columns in table array.
© Ted French
At times, we need to keep track of information and a good place to this is in an Excel database
file. Whether it is a personal list of phone numbers, a contact list for members of an organization
or team, or a collection of coins, cards, or books, an Excel database file makes it easy to enter,
store, and find specific information.
Excel has built it tools to help you keep track of data and to find specific information when you
want it. As well, with its hundreds of columns and thousands of rows, an Excel spreadsheet can
hold an enormous amount of data.
8. Completing the Database Formatting - Formatting the title and cell color
Tables of data
© Ted French
Tables of data
Once a table has been created, Excel's data tools can be used to search, sort, and filter records in
the database to find specific information.
1. Type the first two ID's - ST348-245 and ST348-246 into cells A5 and A6 respectively.
4. The rest of the Student ID's should be entered into cells A6 to A13 correctly.
Entering Data Correctly
© Ted French
Data errors, caused by incorrect data entry, are the source of many problems related to data
management. If the data is entered correctly in the beginning, the program is more likely to give
you back the results you want.
Rows are Records
© Ted French
Each individual row of data, in a database is known as a record. When entering records keep
these guidelines in mind:
Leave no blank rows in the table being created. This includes NOT leaving a blank row between
the column headings and the first row of data.
A record must also contain ALL the data in the database about that item. There can't be
information about an item in more than one row.
Columns are Fields
Excel 2007 Database Tutorial
© Ted French
While rows in an Excel database are referred to as records, the columns are known as fields.
Each column needs a heading to identify the data it contains. These headings are called field
names.
Field names are used to ensure that the data for each record is entered in the same sequence.
Make sure that all the data in a column is entered using the same format. If you start entering
numbers as digits (such as 10 or 20) keep it up. Don't change part way through and begin
entering numbers as words (such as ten or twenty). Be consistent.
eating the Table
Excel 2007 Database Tutorial
© Ted French
Once the data has been entered, it can be converted into a table. To do so:
3. Click on the Format as Table option on the ribbon to open the drop down menu.
4. Choose the blue Table Style Medium 9 option to open the Format as Table dialog box.
5. While the dialog box is open, cells A3 to E13 on the worksheet should be surrounded by the
marching ants.
6. If the marching ants surround the correct range of cells, click Ok in the Format as Table dialog
box.
7. If the marching ants do not surround the correct range of cells, drag select the correct range in
the spreadsheet and then click Ok in the Format as Table dialog box.
8. The table should have the drop down arrows added beside each field name and the table rows
should be formatted in alternating light and dark blue.
© Ted French
Once you have created the database, you can use the tools located under the drop down arrows
beside each field name to sort or filter your data.
Sorting Data
1. Click on the drop down arrow next to the Last Name field name.
3. Once sorted, Graham J. should be the first record in the table and Wilson . R should be the last.
Filtering Data
1. Click on the drop down arrow next to the Program field name.
2. Click on the check box next to the Select All option to clear all check boxes.
3. Click on the check box next to the Business option to add a check mark to the box.
4. Click OK.
5. Only two students - G. Thompson and F. Smith should be visible since they are the only two
enrolled in the business program.
6. To show all records, click on the drop down arrow next to the Program field name.
Expanding the Database
© Ted French
Place your mouse pointer over the small dot in the bottom right hand corner of the table.
When this happens, click and hold down the right mouse button and drag the pointer down to
add a blank row to the bottom of the database.
Cell - Data
A14 - ST348-255
B14 - Christopher
C14 - A.
D14 - 22
E14 - Science
© Ted French
3. Click on the Merge and Center option of the ribbon to center the title.
4. Click on the Fill Color (looks like a paint can) on the ribbon to open the fill color drop down list.
5. Choose Blue, Accent 1 from the list to change the color of the background in cells A1 - E1 to dark
blue.
6. Click on the Font Color icon on the Formatting Toolbar (it is a large letter " A ") to open the font
color drop down list.
7. Choose White from the list to change the color of the text in cells A1 - E1 to white.
9. Click on the Fill Color on the ribbon to open the fill color drop down list.
10. Choose Blue, Accent 1, Lighter 80 from the list to change the color of the background in cells A2
- E2 to light blue.
12. Click on the Center option on the ribbon to center align the text in cells A14 to E14.
13. At this point, if you have followed all the steps of this tutorial correctly, your spreadsheet should
resemble the spreadsheet pictured in Step 1 of this tutorial.
© Ted French
An Excel pivot table is a versatile reporting tool that makes it easy to extract information from a
large table of data without the use of formulas.
A pivot table is extremely user friendly in that by moving, or pivoting, fields of data from one
location to another using drag and drop we can look at the same data in a number of different
ways.
This tutorial covers creating and using a pivot table to extract different information from one
data sample.
Note: For help with these instructions see the image example above.
The first step in creating a pivot table is to enter the data into the worksheet.
It is important to enter data correctly. Errors, caused by incorrect data entry, are the source of
many problems related to data management.
Leave no blank rows or columns when entering the data. This includes NOT leaving a blank row
between the column headings and the first row of data.
Enter the data into cells A1 to D12 as seen in the image above. For those who do not feel like
typing, the data, instructions for copying it into Excel, are available at this link.
© Ted French
Note: For help with these instructions see the image example above.
3. Click on the down arrow at the bottom of Pivot Table button to open the drop down list.
4. Click on Pivot Table in the list to open the Create Pivot Table dialog box.
5. By pre-selecting the data range A2 to F12, the Table/Range line in the dialog box should be filled
in for us.
8. Click on cell D16 in the worksheet to enter that cell reference into the location line.
9. Click OK.
A blank pivot table should appear on the worksheet with the top left corner of the pivot table in
cell D16.
The Pivot Table Field List panel should open on the right hand side of the Excel window.
At the top of the Pivot Table Field List panel are the field names ( column headings ) from our
data table. The data areas at the bottom of the panel are linked to the pivot table.
© Ted French
Note: For help with these instructions see the image example above.
You have two choices when it comes to adding data to the Pivot Table:
Drag the field names from the Pivot Table Field List panel and drop them on the Pivot Table in
the worksheet.
Drag the field names to the bottom of the Pivot Table Field List panel and drop them in the data
areas.
The data areas in the Pivot Table Field List panel are linked to corresponding areas of the pivot
table. As you add the field names to the data areas, your data is added to the pivot table.
Depending on which fields are placed in which data area, different results can be obtained.
2. Once completed, the Pivot Table should have the data laid out in the same order as the example
in step 1 of this tutorial.
Note: For help with these instructions see the image example above.
The Pivot Table has built in filtering tools that can be used to fine tune the results shown by the
Pivot Table.
Filtering data involves using specific criteria to limit what data is displayed by the Pivot Table.
1. Click on the down arrow next to the Region heading in the Pivot Table to open the filter's drop
down list.
2. Click on the check box next to the Select All option to remove the check mark from all the boxes
in this list.
3. Click on the check boxes next to the East and North options to add check marks to these boxes.
4. Click OK.
5. The Pivot Table should now show only the order totals for the sales reps that work in the East
and North regions.
© Ted French
Note: For help with these instructions see the image example above.
1. Rearrange the pivot table by dragging the data fields from one data area to another in the Pivot
Table Field List panel.
4. Click on the check box next to the West option to add a check mark to this box.
5. Click OK.
6. The Pivot Table should now show the total sales for only those sales reps that work in the West
region.