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BM2109

Laboratory Exercise
Aggregation and Lookup Functions
Objectives:

At the end of the exercise, the students should be able to:

▪ Build a model in MS Excel by using its functions and various formulas.

Materials:

▪ MS Excel

Basic Principles:

Microsoft (MS) Excel Functions

There are different types of Excel functions which include aggregation and look-up. The aggregation functions
calculate the total of the data in Excel. In contrast, the lookup functions perform an approximate match lookup
in a one-column or one-row range and return the corresponding value to another one-column or one-row range.

Procedures:

Aggregation:
1. Open a new MS Excel workbook. Then create a new worksheet and name it Aggregation.
2. Enter the information below and follow the correct formats and formula.

CELL DATA FORMAT FORMULA


A1 to C1 Product Arial, 10pt, Bold
Customer Middle Align, Align left
Sales Row Height: 12.50
Column Height: 12.50
A2 to A13 DVD Arial, 10pt, Middle Align,
CD Align left
Book Row Height: 12.50
DVD Column Height: 12.50
Book
Book
DVD
Book
Book
CD
DVD
DVD
B2 to B13 Lim Arial, 10pt, Bold
Jenny Middle Align, Align left
Faisal Row Height: 12.50
Peter Column Height: 12.50
Lim
Jenny
Faisal
Peter
Lim
Jenny
Faisal
Peter

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BM2109

CELL DATA FORMAT FORMULA


C2 to C13 410 Arial, 10pt, Middle Align,
810 Align right
220 Row Height: 12.50
350 Column Height: 12.50
530 Currency: Peso
660
620
560
460
950
310
280
B14 Total Arial, 10pt, Bold
Middle Align, Align left
Row Height: 12.50
Column Height: 12.50
C14 Arial, 10pt, Bold
Middle Align, Align right Insert =SUM(C2:C13).
Row Height: 12.50
Column Height: 12.50
A17 to C17 Summary Arial, 10pt, Bold
Count # Middle Align, Align left
Sales Row Height: 12.50
Column Height: 12.50
A18 to A20 Book Arial, 10pt, Middle Align,
CD Align left
DVD Row Height: 12.50
Column Height: 12.50
B18 to B20 Arial, 10pt, Middle Align, Insert =COUNTIF($A$2:$A$13,A18)
Align right in cell B18. Then drag “fill handle” to
Row Height: 12.50 cell B20.
Column Height: 12.50
C18 to C20 Arial, 10pt, Middle Align, Insert
Align right =SUMIF($A$2:$A$13,A18,$C$2:$C$1
Row Height: 12.50 3) in cell C18. Then drag “fill handle”
Column Height: 12.50 to cell C20.
A21 Total Arial, 10pt, Bold
Middle Align, Align left
Row Height: 12.50
Column Height: 12.50
B21 to C21 Arial, 10pt, Bold Insert =SUM(B18:B20). Then drag “fill
Middle Align, Align left handle” to cell C21.
Row Height: 12.50
Column Height: 12.50
A24 to A25 Filter by: Arial, 10pt, Middle Align,
Jenny Align left
Row Height: 12.50
Column Height: 12.50
A25 to D25 Summary Arial, 10pt, Bold
Count # Middle Align, Align left
Sales Row Height: 12.50
Average Sales Column Height: 12.50
A26 to A28 Book Arial, 10pt, Middle Align,
CD Align left
DVD Row Height: 12.50
Column Height: 12.50
B26 to B28 Arial, 10pt, Middle Align, Insert
Align right =SUMIFS($C$2:$C$13,$A$2:$A$13,$
Row Height: 12.50 A26,$B$2:$B$13,$B$24) in cell B26.
Column Height: 12.50 Drag fill handle to cell B28.

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BM2109

CELL DATA FORMAT FORMULA


C26 to C28 Arial, 10pt, Middle Align, Insert
Align right =IFERROR(AVERAGEIFS($C$2:$C$
Row Height: 12.50 13,$A$2:$A$13,$A26,$B$2:$B$13,$B
Column Height: 12.50 $24),0) in cell C26. Drag fill handle to
cell C28.
A29 Arial, 10pt, Bold
Middle Align, Align left
Row Height: 12.50
Column Height: 12.50
B29 to C29 Arial, 10pt, Bold
Insert =SUM(B26:B28). Then drag “fill
Middle Align, Align right
handle” to cell C29.
Row Height: 12.50
Column Height: 12.50
D29 Arial, 10pt, Bold Insert
Middle Align, Align right =AVERAGEIFS($C$2:$C$13,$B$2:$
Row Height: 12.50 B$13,$B$24)
Column Height: 12.50
Filter Sales Greater
A32 and C32 Arial, 10pt, Bold
than
50 Middle Align, Align right
Row Height: 12.50
Column Height: 12.50
A33 to D33 Summary Arial, 10pt, Bold
Count # Middle Align, Align left
Sales Row Height: 12.50
Average Sales Column Height: 12.50
A34 to A36 Book Arial, 10pt, Middle Align,
CD Align left
DVD Row Height: 12.50
Column Height: 12.50
B34 to B36 Arial, 10pt, Middle Align, Insert
Align right =COUNTIFS($A$2:$A$13,$A34,$C$2
Row Height: 12.50 :$C$13,">"&$C$32) in cell B34. Then
Column Height: 12.50 drag “fill handle” to cell B36.
C34 to C36 Arial, 10pt, Middle Align, Insert
Align right =SUMIFS($C$2:$C$13,$A$2:$A$13,$
Row Height: 12.50 A34,$C$2:$C$13,">"&$C$32) in cell
Column Height: 12.50 C34. Then drag “fill handle” to cell
C36.
D34 to D36 Arial, 10pt, Middle Align, Insert
Align right =AVERAGEIFS($C$2:$C$13,$A$2:$
Row Height: 12.50 A$13,$A34,$C$2:$C$13,">"&$C$32)
Column Height: 12.50 in cell D34. Then drag “fill handle” to
cell D36.
A37 Total Arial, 10pt, Bold
Middle Align, Align left
Row Height: 12.50
Column Height: 12.50
B37 to C37 Arial, 10pt, Bold Insert =SUM(C34:C36) in cell B37.
Middle Align, Align left Then drag “fill handle” to cell C37.
Row Height: 12.50
Column Height: 12.50
D37 Arial, 10pt, Bold Insert
Middle Align, Align left =AVERAGEIF($C$2:$C$13,">"&C32,$
Row Height: 12.50 C$2:$C$13).
Column Height: 12.50

3. Apply design to the sheets.


4. Refer to 04 Laboratory Exercise.xlsx for the structure of the output.

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BM2109

5. Save the Excel file as “Surname_FMDExer4” and place it on the network drive.

Lookup
1. Open the “Surname_FMDExer4” file.
2. Create a new worksheet and name it as Lookup.
3. Enter the information below and follow the correct formats and formula.

CELL DATA FORMAT FORMULA


A1 to C1 No. of Items Arial, 10pt, Bold
Price per Item Middle Align, Center
Sales Row Height: 12.50
Column Height: 12.50
A2 to A21 63 Arial, 10pt, Middle Align,
248 Align left
12 Row Height: 12.50
46 Column Height: 12.50
563
200
600
130
60
54
200
96
152
8
5
60
30
600
150
60
E1 to G1 Pricing Table Arial, 10pt, Middle Align,
Merge & Center
Row Height: 12.50
Column Height: 12.50
E2 to E6 0 Arial, 10pt, Middle Align,
6 Align left
51 Row Height: 12.50
151 Column Height: 12.50
301
F2 to F6 5 Arial, 10pt, Middle Align,
150 Align left
300 Row Height: 12.50
+ Column Height: 12.50
G2 to G6 15 Arial, 10pt, Middle Align,
12 Align right
10.50 Row Height: 12.50
8 Column Height: 12.50
7.50 Currency: Peso
B2 to B21 Arial, 10pt, Middle Align, Insert
Align right =LOOKUP(A2,$E$2:$E$6,$G$2:$G$6
Row Height: 12.50 ) in cell B2. Then drag “fill handle” to
Column Height: 12.50 cell B21.
Currency: Peso
C2 to C21 Arial, 10pt, Middle Align, Insert =B2*A2 in cell C2. Then drag “fill
Align right handle” to cell C21.
Row Height: 12.50
Column Height: 12.50
Currency: Peso

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CELL DATA FORMAT FORMULA


B22 Arial, 10pt, Middle Align, Insert =SUM(C2:C21).
Align right
Row Height: 12.50
Column Height: 12.50
Currency: Peso

4. Apply design to the sheets.


6. Refer to 04 Laboratory Exercise.xlsx for the structure of the output.
7. Save your work.

Rubric for grading the output:


CRITERIA PERFORMANCE INDICATORS POINTS
Neatness and The spreadsheet has exceptional formatting, and the information is well-
20
Organization organized.
The spreadsheet formulas are well-developed and will correctly
Formulas 30
determine the needed information.
Titles, Labels, and
The spreadsheet contains clearly labeled rows and columns. 10
Headings
The spreadsheet provides a clear forecast and analysis of expenses
Content 40
and revenues.
TOTAL 100

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