MODULE 4: USING ADVANCED FORMULAS AND CREATING CHARTS AND
OTHER VISUALIZATIONS
General Note: This step-by-step process is generally applicable to Microsoft Excel
2016. If you are using a different version (previous or advance), there might be a
difference in the commands. Also, there would be a difference in executing the
commands since laptops have different key features especially if you are using a
Macbook.
Topic 1. Using Advanced Formulas
Step by Step: Use the SUMIF Function
1. LAUNCH Excel.
2. OPEN the M 4-Topic 1. Exercise 1 file for this lesson, and SAVE it to your M4-Topic
1. Exercises folder as M4-Topic 1. Exercise 1 Solution.
3. Select H5. Click the Formulas tab and then in the Function Library group, click Math
& Trig. Scroll to and click SUMIF. The Function Arguments dialog box opens with text
boxes for the arguments, a description of the formula, and a description of each
argument.
4. In the Function Arguments dialog box, click the Collapse Dialog button for the Range
argument. This allows you to see more of the worksheet. Select the cell range C5:C16.
Press Enter. By doing this, you apply the cell range that the formula will use in the
calculation.
5. In the Criteria box, type >200000 and then press Tab. The figure below shows that the
Sum_ range text box is not bold. This means that this argument is optional. If you leave
the Sum_range blank, Excel sums the cells you enter in the Range box. You now applied
your criteria to sum all values that are greater than $200,000.
➔ Take Note: I t is not necessary to type dollar signs or commas when entering dollar
amounts in the Function Arguments dialog box. If you type them, Excel removes them
from the formula and returns an accurate value. The cells in column H where you will
enter formulas have already been formatted for the data.
6. Click OK to accept the changes and close the dialog box. You see that $1,657,100 of
Fabrikam’s December revenue came from properties valued in excess of $200,000.
7. If for some reason you need to edit the formula, select the cell that contains the function,
and on the Formulas tab, or in the Formula Bar, click the Insert Function button to
return to the Function Arguments d ialog box (shown here).
➔ Take Note: T he result of the SUMIF formula in H5 does not include the property value
in C15 because the formula specified values greater than $200,000. To include this
value, the criterion needs to be >= (greater than or equal to).
8. Click OK or press Esc if you have no changes.
9. Select cell H6, and then in the Function Library group, click Recently Used and then
click SUMIF to once again open the Function Arguments dialog box. The insertion
point should be in the Range box.
10. In the Range field, select cells E5:E16. The selected range is automatically entered into
the text box. Press Tab.
11. In the Criteria box, type <3% and then press Tab. You enter the criteria to look at
column E and find values less than 3%.
12. In the Sum_range field, select cells C5:C16. The formula in H6 is different from the
formula in H5. In H6, the criteria range is different from the sum range. In H5, the
criteria range and the sum range are the same. In H6, SUMIF checks for values in
column E that are less than 3% (E8 is the first one) and finds the value in the same row
and column C (C8 in this case) and adds this to the total. Click OK to accept your
changes and close the dialog box. Excel returns a value of $1,134,200.
13. SAVE the workbook.
14. LEAVE the workbook open for the next exercise.
➔ Take Note: W hen you click Recently Used, the last function that you used appears at
the top of the list. Similarly, when you click Insert Function, the Insert Function dialog
box opens with the last used function highlighted.
➔ Take Note: Y ou do not need to collapse the dialog box as you did in Step 3. You can
directly highlight the range if the dialog box is not in the way. Another option is to
move the dialog box by dragging the title bar.
Step by Step: Use the SUMIFS Function
1. USE the workbook from the previous exercise.
2. Click cell H7. On the Formulas tab, in the Function Library group, click Insert
Function.
3. In the Search for a function box, type SUMIFS and then click Go. SUMIFS is
highlighted in the Select a function box.
4. Click OK to accept the function.
5. In the Function Arguments dialog box, in the Sum_range box, select cells C5:C16. This
adds your cell range to the argument of the formula.
6. In the Criteria_range1 box, select cells F5:F16. In the Criteria1 box, type <=60. This
specifies that you want to calculate only those values that are less than or equal to 60.
When you move to the next text box, notice that Excel places quotation marks around
your criteria. It applies these marks to let itself know that this is a criterion and not a
calculated value.
7. In the Criteria_range2 box, select cells C5:C16. You are now choosing your second cell
range.
8. In the Criteria2 box, type >200000. Click OK. You now applied a second criterion that
will calculate values greater than 200,000. Excel calculates your formula, returning a
value of $742,000.
9. Select H8 and then in the Function Library group, click Recently Used.
10. Select SUMIFS. In the Sum_range box, select C5:C16.
11. In the Criteria_range1 box, select cells F5:F16. Type <=60 in the Criteria1 box.
12. In the Criteria_range2 box, select cells E5:E16. Type <3% in the Criteria2 box and then
press Tab. To see all arguments, scroll back to the top of the dialog box (see below).
13. Click OK. After applying this formula, Excel returns a value of $433,000.
14. SAVE the workbook.
15. LEAVE the workbook open for the next exercise.
➔ Troubleshooting: It is a good idea to press Tab after your last entry and preview the
result of the function to make sure you entered all arguments correctly.
★ The formulas you use in this exercise analyze the data on two criteria. You can continue
to add up to 127 criteria on which data can be evaluated.
★ Because the order of arguments is different in SUMIF and SUMIFS, if you want to copy
and edit these similar functions, be sure to put the arguments in the correct order (first,
second, third, and so on).
★ In this exercise, you practice using the COUNTIF function twice to calculate the number
of homes sold and listed >=200,000.
○ The ranges you specify in these COUNTIF formulas are prices of homes.
○ The criterion selects only those homes that are $200,000 or more.
Step by Step: Use the COUNTIF Function
1. USE the workbook from the previous exercise.
2. Select H 9. In the Function Library group, click More Functions, select Statistical,
and then click COUNTIF.
3. In the Function Arguments dialog box, in the Range box, select cells B5:B16.
=200000 and then press Tab. Preview the result and then
4. In the Criteria box, type >
click OK. You set your criteria of values greater than or equal to $200,000. Excel returns
a value of 9.
5. Select H10 and then in the Function Library group, click Recently Used.
6. Select COUNTIF. In the Functions Arguments dialog box, in the Range box, select cells
C5:C16.
7. In the Criteria box, type >=200000 and press Tab. Preview the result and click OK. A
value of 7 is returned when the formula is applied to the cell.
8. SAVE the workbook.
9. LEAVE the workbook open for the next exercise.
Step by Step: Use the COUNTIFS Function
1. USE the workbook from the previous exercise.
11. In the Function Library group, click Insert Function.
2. Select H
3. In the Search for a function box, type COUNTIFS and then click Go. COUNTIFS is
highlighted in the Select a function box.
4. Click OK to accept the function and close the dialog box.
5. In the Function Arguments dialog box, in the Criteria_range1 box, type F5:F16. You
selected your first range for calculation.
6. In the Criteria1 box, type >=60 and then press Tab. The descriptions and tips for each
argument box in the Function Arguments d ialog box are replaced with the value when
you move to the next argument box (see the figure below). The formula result is also
displayed, enabling you to review and make corrections if an error message occurs or an
unexpected result is returned. You now set your first criterion. Excel shows the
calculation up to this step as a value of 8.
7. In the Criteria_range2 box, select cells E5:E16. You selected your second range to be
calculated.
8. In the Criteria2 box, type >=5% and then press Tab to preview. Click OK. Excel returns
a value of 2.
9. SAVE the workbook.
10. LEAVE t he workbook open for the next exercise.
★ A cell in the range you identify in the Function Arguments dialog box is counted only if
all of the corresponding criteria you specified are TRUE for that cell.
★ If a criterion refers to an empty cell, COUNTIFS treats it as a 0 value.
➔ Take Note: W hen you create formulas, you can use the wildcard characters, question
mark (?) and asterisk (*), in your criteria. A question mark matches any single
character; an asterisk matches any number of characters. If you want to find an actual
question mark or asterisk, type a grave accent (`) preceding the character.
Step by Step: Use the AVERAGEIF Function
1. USE the workbook from the previous exercise.
2. Select H 12 and then in the Function Library group, click More Functions. Select
Statistical and then click AVERAGE.
3. In the Number1 box, type B5:B16 and then click O K. A mathematical average for this
range is returned.
4. Select H13 and then in the Function Library group, click Insert Function.
5. Select AVERAGEIF from the function list or use the function search box to locate and
accept the AVERAGEIF function.
6. In the Function Arguments d ialog box, in the Range box, select cells B5:B16.
7. In the Criteria box, type >=200000.
8. In the Average_range box, select F5:F16 and then press Tab to preview the formula. In
the preview, Excel returns a value of 63.33.
9. Click OK to close the dialog box.
10. SAVE the workbook and LEAVE it open for the next exercise.
★ In this exercise, you first find the average of all cells in a range and then find a
conditional average.
Step by Step: Use the AVERAGEIFS Function
1. USE the workbook from the previous exercise.
2. Click cell H14. In the Function Library group, click Insert Function.
3. Type AVERAGEIFS in the Search for a function box and then click Go. AVERAGEIFS
is highlighted in the Select a function box.
4. Click OK to accept the function and close the dialog box.
5. In the Function Arguments d ialog box, in the Average_range box, select cells F5:F16.
Press Tab.
6. In the Criteria_range1 box, select cells B5:B16 and then press Tab. You selected your
first criteria range.
7. In the Criteria1 box, type <200000. You set your first criteria.
8. In the Criteria_range2 box, select cells E5:E16 and then press Tab. You have selected
your second criteria range.
9. In the Criteria2 box, type <=5% and then press Tab. Click OK. Excel returns a value of
60.
10. SAVE the workbook and then CLOSE it.
11. LEAVE Excel open for the next exercise.
★ You entered only two criteria for the SUMIFS, COUNTIFS, and AVERAGEIFS formulas
you created in the previous exercises.
★ In large worksheets, you often need to use multiple criteria for the formula to return a
value that is meaningful for your analysis.
★ You can enter up to 127 conditions that data must match in order for a cell to be included
in the conditional summary that results from a SUMIFS, COUNTIFS, or AVERAGEIFS
formula.
★ The following statements summarize how values are treated when you enter an
AVERAGEIF or AVERAGEIFS formula:
○ If Average_range is omitted from the function arguments, the range is used.
○ If a cell in Average_range is an empty cell, AVERAGEIF ignores it.
○ If the entire range is blank or contains text values, AVERAGEIF returns the
#DIV/0! error value.
○ If no cells in the range meet the criteria, AVERAGEIF returns the #DIV/0! error
value.
Step by Step: Use the VLOOKUP Function
1. LAUNCH Excel if it is not already open.
2. OPEN the M 4-Topic 1. Exercise 2 file for this lesson, and SAVE it to your M4-Topic
1. Exercises folder as M4-Topic 1. Exercise 2 Solution.
3. With the Performance sheet active, select cells A15:C20 in the worksheet. Click the
Formulas tab, and then in the Defined Names group, click Define Name. The New
Name dialog box opens.
4. In the New Name dialog box, in the Name box, type Bonus. Click OK to close the dialog
box. You defined the range name.
5. Click cell E5, and then in the Function Library group, click Lookup & Reference and
select VLOOKUP.
6. In the Lookup_value text box, type B5 and then press Tab. The insertion point moves to
the Table_array box.
7. In the Defined Names group of the Formulas tab, click Use in Formula and then select
Bonus. Press Tab. The insertion point moves to the next text box.
8. In the Col_index_num box, type 2, which is the column containing the individual bonus
amounts. Press Tab.
9. In the Range_lookup box, type True, which means that VLOOKUP can check for the
nearest value that does not go over the number in the first column; the same bonus is
paid for a range of years, so you enter True in the Range_lookup box so that a value will
be returned for all agents. The Function Arguments dialog box should look similar to the
one shown in the figure below. Click OK. Excel returns a value of 2.5%.
10. Using the fill handle in cell E5, copy the formula to the range E6:E11. This calculates
bonus rates for the other sales agents. The #N/A error message appears in cell E11
because a value is not available for agents who have been employed for less than one
year. (Agents become eligible for a bonus only after a full year of service.)
11. Click in cell F5 and type =VLOOKUP(B5,Bonus,3). Notice that the ScreenTip gives
you information and help as you go. This looks up values in the third column of the
Bonus range. Press Enter.
12. Copy the formula from F5 to the range F6:F11.
13. SAVE the workbook.
14. LEAVE the workbook open for the next exercise.
➔ Take Note: Entering True as the Range_lookup argument returns the closest value.
False returns only an exact value. If you omit the Range_lookup argument, as in Step
10 in the previous exercise, Excel assigns the True argument when you click OK (though
it does not appear in the formula).
Step by Step: Use the HLOOKUP Function
1. USE the workbook from the previous exercise.
2. Click on the Standards worksheet tab to move to the Standards worksheet.
11, and then in the Function Library group, click Lookup & Reference and
3. Click cell F
select HLOOKUP.
4. In the Lookup_value text box, type E11. This is the cell you will change and the box
previews to Feet because that is what is currently typed in cell E11.
5. In the Table_array text box, type A1:D7. This will be the range of cells you will look in.
6. In the Row_index_num text box, type D11+1. This currently evaluates to 3. If you refer
to the number of beds in D11, you don’t come down enough rows because of the labels in
the first row of the Table_array. The number of beds is actually one row more than the
number of beds because the labels (Beds, CO2, Exits, and Feet) count as the first row and
row 2 is for 1 bed.
7. In the Range_lookup text box, type FALSE because you want an exact match. Click OK.
In the following steps, you will change the values in D11 and E11 and see what happens
when there are different values and when there is not an exact match.
8. In cell D11, type 5. The result in F11 changes to 2500.
9. In cell E11, type CO2 and notice that the result changes to the result for the CO2 column
for 5 beds, which is 3.
10. Click cell D11 and then type 7. Notice that you get a #REF! error because the table only
goes up to five beds.
11. In cell D11, type 1. Cell F11 displays a result of 1.
12. SAVE the workbook.
13. LEAVE the workbook open for the next exercise.
★ It might be difficult to remember the syntax for an HLOOKUP or VLOOKUP function.
★ Use the Function Arguments dialog box to help you remember the order of the
arguments for any and all functions.
★ When you click in each field, review the tips that appear on the right side, as well as the
explanation below the argument boxes that tells the purpose of each argument in the
function.
Step by Step: Use the IF Function
1. USE the workbook from the previous exercise.
2. Click the Performance worksheet tab to make it the active worksheet.
5. In the Function Library group, click Logical and then click IF. The
3. Click cell G
Function Arguments dialog box opens.
4. In the Logical_test box, type D5>=C5. This component of the formula determines
whether the agent has met his or her sales goal.
5. In the Value_if_true box, type Yes. This is the value returned if the agent met his or her
goal.
6. In the Value_if_false box, type No and then click OK.
7. With G5 still selected, use the fill handle to copy the formula to G6:G12. Excel returns
the result that three agents earned the performance award by displaying Yes in the cells.
8. Click the Auto Fill Options button in the lower-right corner of the range and choose
Fill Without Formatting (see below).
➔ Take Note: The entire company is evaluated on making the goal, and bonuses are
awarded to the back office staff if the company goal is met. The result in G12 will be
used for the formulas in column I. When you copy, the formatting is included.
9. In cell H5, type =IF(G5=”Yes”,E5*D5,0. Before you complete the formula, notice the
ScreenTip, the cells selected, and the colors. Move the mouse pointer to each of the
arguments and they become a hyperlink. E5 is the individual bonus rate and D5 is the
actual sales. The bonus is the rate times the sales.
10. Press Enter to complete the formula.
11. Click cell H5 and use the fill handle to copy the formula to H6:H11.
12. In I5, type =IF($G$12=”Yes”,F5*D5,0) and then press Enter.
13. Use the fill handle in I5 to copy the formula to I6:I11. Notice that Richard Carey, the
Senior Partner, did not receive an Agent Bonus and there was no bonus for Back Office.
➔ Take Note: In some cases, Excel completes the formula. In Step 8, the closing
parenthesis was not added, and Excel was able to complete the formula.
14. The final pending sale of $700,000 of the year came through. In D5, type $3,900,000.
Notice that H5 and the amounts in column I go from 0 to bonuses (see below).
15. SAVE the workbook.
16. LEAVE t he workbook open for the next exercise.
Step by Step: Use the AND Function
1. USE the workbook from the previous exercise.
2. Click the Annual Sales worksheet tab. Click the Formulas tab if necessary.
3. Click cell B 6. In the Function Library group, click Logical and then click the AND
option. The Function Arguments d ialog box opens with the insertion point in the
Logical1 box.
4. Click cell B16, type >=, select cell B3, and then press Enter. This argument represents
the first condition: Did actual sales equal or exceed the sales goal? Because this is the
first year, only one logical test is entered.
5. Select cell C6, click the Recently Used button, and then click AND. In the Logical1
box, type C16>=C3. This is the same as the condition in Step 3 (sales exceed or equals
sales goal).
6. In the Logical2 box, type C16>=B16*1.05 and then press Tab. The preview of the
formula returns TRUE, which means that both conditions in the formula have been met.
See below.
7. Click OK to complete the formula.
8. Select cell C6 and copy the formula to D6:F6.
9. SAVE the workbook.
10. LEAVE the workbook open for the next exercise.
★ Again, the AND function returns a TRUE result only when both conditions in the
formula are met.
★ For example, consider the results you achieved in the preceding exercise. Sales in the
second year exceeded sales for the previous year; therefore, the first condition is met.
Year 2 sales also exceeded Year 1 sales by 5 percent. Because both conditions are met, the
formula returns a TRUE result.
★ Now consider the arguments for the logical tests for Year 3 (the formula in D6). Sales did
not exceed the sales goal; therefore, the first argument returns a FALSE value. However,
sales did exceed the previous year’s sales by 5 percent. When only one condition is met,
the formula returns FALSE.
Step by Step: Use the OR Function
1. USE the workbook from the previous exercise.
2. Click on the Performance worksheet tab to activate this worksheet. Select J5 and in
the Function Library group, click Logical.
3. Click OR. The Function Arguments d ialog box opens. You create a formula that answers
the following question: Has Richard Carey worked with the company for less than 4
years?
4. In the Logical1 box, type B5<4 and then press Tab.
5. In the Logical2 box, type G5=”No” and then press Tab. This argument answers the
second question: Did Richard Carey not achieve the sales goal? Each of the arguments
evaluates to FALSE and so the entire function evaluates to FALSE.
6. Click OK to close the dialog box.
7. Select cell J5 and copy the formula to J6 through J11.
8. Cell J7 is the first in the column that returns a TRUE value. To see each of the
arguments, click cell J7 and then click the Insert Function button and you return to
the Function Arguments d ialog box (see below).
9. Click OK to close the dialog box and return to the workbook.
10. SAVE the workbook and then CLOSE it.
11. LEAVE Excel open for the next exercise.
➔ Take Note: As you add arguments, the Logical fields in the Function Arguments
dialog box expand to allow you to enter multiple arguments.
Step by Step: Convert Text to Columns
1. LAUNCH Excel if necessary.
2. OPEN the M 4-Topic 1. Exercise 3 f ile for this lesson, and SAVE it to your M4-Topic
1. Exercises folder as M4-Topic 1. Exercise 3 Solution. The figure shows what the
file looks like before you convert the rows to columns and the figure also shows the same
data after the conversion.
3. Select cells A2:A8. Click the D
ata tab and then in the Data Tools group, click Text to
Columns.
4. The Convert Text to Columns Wizard opens with Delimited selected as the default,
because Excel recognizes that the data in the selected range is separated with commas.
Click Next to move to the next step in the wizard.
5. Select Comma as the delimiter. If other delimiters are checked, deselect them.
6. Click Next and then click Finish.
7. Data is separated into seven columns. To help identify the columns, type the text shown
in row 1 of the figure below. Apply the Heading 3 style to the range A1:O1 (you will add
data to columns H:O in later exercises). Increase the widths of columns A:G as necessary
so you can see the cell contents.
8. SAVE the workbook.
9. LEAVE t he workbook open for the next exercise.
Step by Step: Use the LEFT Function
1. USE the workbook from the previous exercise.
2. Click cell H1, type Ext, and then in I 1, type Floor to label the columns.
3. Select cell H2.
4. Click the Formulas tab. In the Function Library group, click Text and choose LEFT.
The Function Arguments d ialog box opens.
5. In the Text box, click A2 and then press Tab.
6. In the Num_chars box, type 3 and press Tab. The preview shows 425.
7. Click OK and double-click on the fill handle in the lower-right corner of cell H2 to copy
the formula in H2 to H3:H8.
8. Select cell I2, click the Recently Used button, and then select LEFT.
9. In the Text box, type A2, press Tab. In the Num_chars box, type 1. Click OK.
10. Copy the formula in I2 to I3:I8.
11. SAVE the workbook. LEAVE the workbook open for the next exercise.
Step by Step: Use the RIGHT Function
1. USE the workbook from the previous exercise.
2. Click cell J1 and then type Birthday. In cell K1, type E
mpID to label the columns.
3. Select cell J 2.
4. Click the Formulas tab and then in the Function Library group, click Text and choose
RIGHT. The Function Arguments d ialog box opens.
5. In the Text box, click E2 and then press Tab.
6. In the Num_chars box, type 3 and then press Tab. The preview of the result shows apr.
7. Click OK and copy the formula in J2 to J3:J8.
8. Select cell K2, type =RIGHT(A2,5), and then press Enter.
9. Copy the formula in K2 to K3:K8.
10. SAVE the workbook.
11. LEAVE the workbook open for the next exercise.
Step by Step: Use the Mid Function
1. USE the workbook from the previous exercise.
2. Click cell L1, type empcat1, and then in cell M1, type empcat2 to label the columns.
3. Select cell L2.
4. Click the Formulas tab and then in the Function Library group, click Text and choose
MID. The Function Arguments d ialog box opens.
5. In the Text box, click A2 and then press Tab.
6. The starting point of the empcat1 value is the fourth character of (425oonp15210), so
type a 4 in the Start_num text box.
7. In the Num_chars box, type 2. The preview of the result shows oo.
8. Click OK and copy the formula in L2 to L3:L8.
9. Select cell M2, type =MID(A2,6,2), a nd then press Enter.
10. Copy the formula in M2 to M3:M8.
11. SAVE the workbook. LEAVE the workbook open for the next exercise.
Step by Step: Use the TRIM Function
1. USE the workbook from the previous exercise.
2. Click cell N1, type first, and then in cell O1, type last to label the columns.
3. Click cell N2.
4. Click the Formulas tab and then in the Function Library group, click Text and choose
TRIM. The Function Arguments dialog box opens.
5. In the Text box, click B2. If you look closely, you see that the original value of cell B2 is
“david” with a space before the first name.
6. Click OK and copy the formula in N2 to N3:N8.
7. Select cell O2, type =TRIM(C2), and then press Enter.
8. Copy the formula in O2 to O3:O8.
9. SAVE the workbook.
10. LEAVE the workbook open for the next exercise.
Step by Step: Use the PROPER Function
1. USE the workbook from the previous exercise.
2. Click cell A11 and type First. In cell B11, type Last, and then in cell C11, type Birthday
to label the columns. Apply the Heading 3 cell style to these cells.
3. Click cell A12.
4. Click the Formulas tab and then in the Function Library group, click Text and choose
PROPER. The Function Arguments dialog box opens.
5. In the Text box, click N2. You see that david is converted to David.
6. Click OK and copy the formula in A12 to cells A12:B18 (both First and Last columns).
7. Select cell C12, type =PROPER(J2), and then press Enter.
8. Copy the formula in C12 to C13:C18.
9. SAVE the workbook and then CLOSE the file.
10. LEAVE Excel open for the next exercise.
➔ Take Note: T he PROPER function capitalizes the first letter in each word in a text
string. All other letters are converted to lowercase. If you have an apostrophe within
the text, such as David’s, Excel recognizes the apostrophe as a break and capitalizes the
result as David’S.
Step by Step: Subtotal Data in Outlines
1. Open the M4-Topic 1. Exercise 4 workbook.
2. SAVE the workbook as M4-Topic 1. Exercise 4 Solution.
3. Click cell D11, type EmpCat1, and then in cell E11, type E mpCat2 to label the columns.
4. Click cell D12.
5. Click the Formulas tab and then in the Function Library group, click Text and choose
UPPER. The Function Arguments dialog box opens.
6. In the Text box, click L2. You see that oo is converted to OO.
7. Click OK and copy the formula in D12 to D12:E18 (both EmpCat1 and EmpCat2
columns).
8. SAVE the workbook.
9. LEAVE the workbook open for the next exercise.
Step by Step: Use the LOWER Function
1. USE the workbook from the previous exercise.
2. Click cell F11 and type oCode1. In cell G11, type o
Code2 to label the columns.
3. Click cell F12.
4. Click the Formulas tab and then in the Function Library group, click Text and choose
LOWER. The Function Arguments dialog box opens.
5. In the Text box, click F2. You see that 00O0O0O000 is converted to 00o0o0o000.
6. Click OK and copy the formula in F12 from cell F12 through G18 (both oCode1 and
oCode2 columns).
7. SAVE the workbook.
8. LEAVE the workbook open for the next exercise.
Step by Step: Use the CONCATENATE Function
1. USE the workbook from the previous exercise.
2. Click cell H11 and type , (a comma followed by a space). In cell I11, type First Last to
label the columns.
3. Click cell H12.
4. Click the Formulas tab and then in the Function Library group, click Text and choose
CONCATENATE. The Function Arguments d ialog box opens.
5. In the Text box, click cell B12 and then press Tab. Click cell H11, press Tab, and then
click A12. In the preview area, you see “Ortiz, David.”
6. Click OK and copy the formula in cell H12 to H13:H18. The result is incorrect. Notice
that the string gets longer and longer and Ortiz is in every string.
7. Click cell H12. In the Formula Bar, click the cell H11 reference and then press F4
(Absolute). Cell H11 should become $H$11.
8. Press Enter and copy the formula in cell H12 to H13:H18 again. This time the formula
is copied correctly.
9. Select cell I12 and type =CONCATENATE(A12,” “,B12). Notice that the second
argument is a quote, space, and a quote. This separates the first and last names.
10. Press Enter and copy the formula in cell I12 to I13:I18.
11. Apply the Heading 3 cell style to the range D11:I11. Widen columns as necessary to
display the data. Your worksheet should be similar to the figure shown on the next slide.
12. SAVE the workbook.
13. CLOSE the workbook and then CLOSE Excel.
