EXCEL 101

Table of contents 1. Why Excel?

2. How to use Excel?
This material are includes:
3. Useful shortcut tips

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The Benefit of
Excel Simplicity Traceability Consistency
- Decrease chance of - Easily traceable - Ensure all data is in the
errors - Resourcefull. same denomination
- Easily understand. - Use format and
formula

Adaptability User friendly and ease

- Quick and accurate of use
assumptions changes. - Documented models
facilitate use
- Alow for transfer of
ownership.

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 Principle 1: Consideration in Excel
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Excel is a tool to analyze or organize data, to be easily read by others, there for Excel should
answering this question:

1. Can others follow my Excel?

2. Can others find the information they are looking for?
3. Does my Excel contain clear message?
4. Is there a summary and identifiable output?
5. Is the data sorted and (or) have the required filters?
6. Is the document printable?

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 Principle 2: Build your model first
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Before building a workbook, it is helpful to think about the end results you want and how
you build the model that will lead to this end results. Here is the tips:

1. Develop a Summary / Assumptions Tab that contains all the output.

2. Flows your information from tab to tab.
3. Consider the presentation of your data: raws or diagram / table form.

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 Principle 2: Build your model first
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Model Settings Workbook Structure

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 Principle 2: Build your model first
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Typically, the flow of building a workbook is:

Input
Tabs to tabs Present Data
(assumption, raw (graphic, table, chart)
data, PY, projections)

Analysis Summary Output

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 Principle 3: Use template
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1. Develop standard template and begin new work from them.
2. Save your good workbook so you can find it later.
3. Save files with a consistent naming convention.

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 Principle 4: Working with the data
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 Put title and description in the upper left corner.
 Rename your tabs so user can easily navigate.
 Remove the gridlines so your workbook accurately show your data.
 Freeze the panes so the important information always visible.
 Save your workbook with A1 as the active cell.
 Print format your workbook.
 Clear cell labels.
 Format in numbers.
 Instead of hiding column or rows, grouping the data.
 Hightlight and use formula.
 Timeseries data
 Recalculate subtotals if external source is used

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 Principle 5: Other principle
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 Breakdown large complex formulas.
 Review throughly so there will be no errors.
 Add a comment when an external source is involved.
 Don’t forget the tickmarks and cross reference.
 Maintain the same print zoom percentage.
 Ask for help or look online.
 Include table of content / user instructions

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Principle 6:

Formulas
 Principle 6: Mathematics’ formula

Function Function
“ Equation

SUM To sum numbers in cell or range =SUM(number 1, number 2,...)

MAX To express the largest amount in numeric =MAX(number 1, number 2,...)
MIN To express the smallest amount in numeric =MIN(number 1, number 2,...)
AVERAGE To express average amount in range of numeric =AVERAGE (number 1, number 2,...)
COUNT To count the range of numeric data =COUNT(number 1, number 2,...)
COUNTIF To count numeric data in specific range with specific criteria =COUNTIF(range,criteria)

COUNTA To count all types of data in range =COUNTA(number 1, number 2,...)

SUMIF To sum numeric data in range with specific criteria =SUMIF(range,criteria,sum_range)

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 Principle 6: Lookups’ formula

Function Function
“ Equation
INDEX To display data (contents of a set) in an array table based on =INDEX(array,row_num,col_num)
row number and column number
VLOOKUP To displays data based on the reference table in vertical =VLOOKUP(lookup_value,table_array,col_index,
format. num)
The conditions for preparing reference tables must be in
order
HLOOKUP To displays data based on reference tables in horizontal =HLOOKUP(lookup_value,table_array.col_index,
format. Requirements for compiling reference tables must be num)
in order.

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 Principle 6: Logical test’s formula
Function Function
“ Equation
IF (<1 logical test) To produce the value of a logic that is tested for truth
IF (>1 logical test) To produce values from more than one logic being tested for
truth
IF OR This function returns true, if it has the correct argument.
The results of this function can also produce incorrect
values, if all arguments are wrong.
IF AND This function returns true, if it has the correct argument.
The results of this function can also produce incorrect
values, if one of the arguments is wrong.
=IF(logical_test,value_if_true,value_if_false)
=IF(logical_test1,value_if_true,IF(logical_test1,v
alue_if_truevalue_if_false))
=IF(OR(logical_test1,logical_test2,value_if_true,
value_if_false)
=IF(AND(logical_test1,logical_test2,value_if_tru
e,value_if_false)
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Principle 7:

Shortcut tips!

Keep trying to get used to it <3

Principle 7: Keyboard shortcut tips
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Principle 7: Keyboard shortcut tips
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Principle 7: Keyboard shortcut tips
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Principle 7: Keyboard shortcut tips
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Principle 7: Keyboard shortcut tips
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Principle 7: Keyboard shortcut tips
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Principle 7: Keyboard shortcut tips
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Thank You

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