1. 04. Excel Countif and Vlookup

2. File -> Open -> 04b-datastart.xlsx

3. Click on new tab icon to insert new sheet

4. Conditional Formatting

5. Select Sheet1

6. Select Column G

7. We want to highlight any cells with a P/E greater than 15

8. Select Home -> Conditional Formatting

9. Format cells greater than 15

10. Click OK

11. Any P/E greater than 15 is highlighted

12. Challenge Highlight any cells with a Price less than 50

13. Count, Sum, Average Max, Min

14. Insert new sheet

15. Want to find summary stats for Market Cap Type in the following headings

16. Click Formulas -> AutoSum -> Count Numbers

17. Inserts the COUNT function

18. Tell Excel what column you want to count: Go to Sheet 1 and select Column E

19. Select Column E

20. Press Enter on keyboard

21. There are 2496 companies with market capitalisation information in dataset

22. Select next cell

23. Select Formulas -> AutoSum -> Sum

24. Tell Excel what to Sum: Select Sheet1 then Column E and press Enter

25. Have now calculated the total market capitalisation of all 2496 companies

26. Challenge For market capitalisation calculate: – Average – Maximum – Minimum

27. Countif and Sumif

28. We sometimes want summary statistics for different groups e.g. countries

29. Type in these headings

30. Select Cell D8, for Countif DE

31. Select Formulas -> More Functions -> Statistical -> COUNTIF

32. For Range choose Sheet1 Column D to count the number of observations per country

33. Click Column D

34. Click Criteria

35. For Criteria choose the cell with the country name

36. Click OK

37. There are 683 companies from Germany (DE)

38. For cell E8 select Formulas -> Math & Trig -> SUMIF

39. For Range choose Sheet1 Column D

40. Select Column D

41. Click Criteria

42. For Criteria choose the cell with the country name

43. Click Sum_range

44. For Sum_Range choose Sheet1 Column E as it contains market capitalisation

45. Select Column E

46. Click OK

47. Calculates the total market capitalisation of companies based in Germany

48. Challenge For France, Britain and Ireland use: – Countif to calculate number of companies in each country – Sumif to calculate the total market capitalisation of these companies in each country

49. Vlookup

50. Select Sheet2

51. Sometimes we want to extract data from one list into another

52. Type in the full names of a number of companies featured in main dataset

53. We want to obtain P/E and TotalReturn data for these companies

54. Click Formulas -> Lookup & Reference -> VLOOKUP

55. Lookup_value -> Click on your first company’s name

56. Click on Table_array -> Then open Sheet1 containing data

57. Select Column headings B to I

58. Click on Col_index_num and type 6

59. Click on Range_lookup and type false

60. Click OK

61. We have now extracted the P/E ratio for BP from our main dataset

62. Analyse the VLOOKUP formula to understand how it works

63. A5 is the value that we want to search for Sheet1!B:I is the dataset that we look in (the first column of your dataset should always be the one which contains the name you are looking for) 6 is the column number in the dataset that we want to find False is whether we will accept approximate matches

64. File -> Save As -> 04c-datacompleted.xlsx

65. Challenge Use Vlookup to obtain TotalReturn for your company Repeat for some other companies