Advanced Excel Functions Grouping Worksheets

Agenda 11/14/11 Finish discussing advanced Excel Functions Discuss Embedded Functions Discuss Worksheet Grouping Demonstrate working with multiple worksheets in a workbook.

Advanced Lookup Functions Index Excel goes to the data range and returns you the value in the intersection of the (row number)th row and the (column number)th column. =INDEX(data range, row number, column number) =INDEX($A$2:$C$6,4,2) will give you the value in B5 Match Searches the data range for the relative row number where you find a match for (data) =MATCH(Value, Single-column data range) to find which row has the employee in A10, you would use =MATCH(A10,$B$2:$B$6,0)

Advanced Lookup Example the MATCH() function tells the Index function which row Applying INDEX() to our problem, you can figure that to return the employee number from the range, you would use this: =INDEX($A$2:$A$6,?,1). When you replace the question mark with a MATCH() function, you have the solution.

Nested If Function a second IF function is placed inside the first in order to test additional conditions. "Nesting" IF functions increases the flexibility of the function by increasing the number of possible outcomes. Income level/discount percentage example =IF(A10<29107,B2,IF(29701<=A10>71950,B3 ,B4))

Advanced Function Tips Do not use comma separators in numbers of 1,000 Commas used to separate arguments in functions Test nested function on its own before nesting into other functions

Grouping Worksheets Using multiple worksheets makes it easier to group and summarize data Worksheet groups save time and improve consistency among worksheets An action performed once affects multiple worksheets A worksheet group can contain adjacent or nonadjacent worksheets

Grouping Worksheets Using multiple worksheets makes it easier to group and summarize data. Worksheet groups save time and improve consistency among worksheets An action performed once affects multiple worksheets Can create formulas that function across multiple worksheets A worksheet group can contain adjacent or nonadjacent worksheets Any formatting changes made to the active group are applied to all sheets in the group. When worksheets are ungrouped, each one functions independently again.

Grouping Worksheets

Example of Multiple Worksheets Tutorial #6: Ticket Park Sales example Four worksheets representing four quarters of ticket sales Each worksheet with a unique name Selecting and unselecting multiple worksheets A “worksheet group” is the currently selected group of worksheets Any actions done to one worksheet will happen to all worksheets in a selected group

Grouping Worksheets Any formatting changes made to the active sheet are applied to all sheets in the group When worksheets are ungrouped, each one functions independently again If you forget to ungroup worksheets, any changes you make in one will be applied to all worksheets in the group

Working with Multiple Worksheets Copying worksheets Use an existing worksheet as a starting point for creating another one Duplicates all values, formulas, and formats into new worksheet, leaving original worksheet intact Edit, reformat, and enter new content as needed

Cell References Absolute, Relative, Mixed Named Multi-sheet: conceptualize as “3-D” Rows Columns Sheet A 3-D reference includes the name of the sheet. Example: ‘Quarter1’!B6

Formulas and functions in 3-D Can reference absolute, relative and named cell references in 3-D. Grouped worksheets must have exact same organization and layout (rows and columns) to work effectively. The formula is entered in the same cells in all worksheets in the group. Copying a worksheet ensures compatibility among grouped worksheets.

Entering Formulas in a Worksheet Group Grouped worksheets must have exact same organization and layout (rows and columns) The formula is entered in the same cells in all worksheets in the group

Entering Formulas in a Worksheet Group

Linking Workbooks When creating formulas in a workbook, reference data in other workbooks by creating a link between the workbooks When two files are linked, the source file contains the data, and the destination file (dependent file) receives the data When source and destination workbooks are in different folders, workbook reference must include the file’s complete location (the path)

Link Workbooks When… Separate workbooks have the same purpose and structure A large workbook is too unwieldy to use Information from different workbooks can be summarized Source workbooks received from another person or group are continually updated