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Excel Cheat Sheet

This document is an Excel cheat sheet that outlines various functions, including lookup, date, financial, logical, and statistical functions, along with descriptions of their uses. It also covers chart types, such as pie charts, column charts, and pivot tables, explaining their purposes in data visualization. Additionally, it includes information on slicers and how to filter data effectively within PivotTables.
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© © All Rights Reserved
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0% found this document useful (0 votes)
4 views1 page

Excel Cheat Sheet

This document is an Excel cheat sheet that outlines various functions, including lookup, date, financial, logical, and statistical functions, along with descriptions of their uses. It also covers chart types, such as pie charts, column charts, and pivot tables, explaining their purposes in data visualization. Additionally, it includes information on slicers and how to filter data effectively within PivotTables.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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EXCEL cheat-sheet

1 functions 1.5 Loo k up Function LEn


Return the number o hara ter
s f c c s
2.4 Pie Chart
(text) in a text string. Pie charts are a popular way to show how much individual amounts—such as
1.1 Date Function Function Description quarterly sales figures—contribute to a total amount—such as annual sales.

HLOOKUP
Sear he or a lookup value in the top
c s f SUBSTITUTE
Substitutes new text for old text
Function Description (lookup_value,
row o an range; i a mat h i ound,
f f c s f (text, old_text, new_text, in a text string.
DATE
Return a date ba ed on input o table_array,
HLOOKUP return the value o a ell ins f c [instance_num])
the ame olumn, but o et a pe ified
s s s f

(year,month,day) year, month, and day. row_index_num,


s c ffs s c

[range_lookup]) number of rows down. 2 CHARTS


DAy
Convert a date value to a day o
s f

(serial_number) the month. NDEX

I
U e an index to hoo e a value rom a 2.1 Column Chart
Return the urrent date and time. (array, row_num,

s s c s f
s c
reference or array. Column charts are useful for showing data changes over a period of time or
Now( ) The NOW un tion yntax ha no
f c s s
[column_num]) for illustrating comparisons among items. In column charts, categories are
arguments. MATCH

typically organized along the horizontal axis and values along the vertical
axis.
(lookup_value,
Look up value in a re eren e or array,
s s f c

1.2 I n f ormation Function lookup_array,


and returns their position.
[match_type])
Function Description 2.5 Pivot Table
LOOKUP

V Sear he or a lookup value in the fir t


c s f s
A PivotTable is a powerful tool to calculate, summarize, and analyze data that lets you
SBLANK( value )
Che k whether a value i blank,
c s s
(lookup_value,
column o a range; i a mat h i ound,
f f c s f see comparisons, patterns, and trends in your data.

and return TRUE or FALSE. VLOOKUP return the value o a ell in


I
s
table_array,
s f c

Che k whether a value i an error, col_index_num,


the ame row, but o et a pe ified
s ffs s c • Filters: Allow you to manage data, filtering it using subheadings within your table.

SERROR( value )
c s s
[range_lookup]) number of columns to the right • Columns: Displays the information by column/horizontally.

and return TRUE or FALSE.


I
s
• Rows: Unique identifier that Pivot Tables will organize your data by.

• alue: The Value Field Settings allow you to display the Sum, Count, Average, Min,
V

1.3 Financial Function 1.6 M athematical Function Max etc. of the total as well.

Pivot Table Fields

2.1
Function Description
Choose fields to add to report:

Function DescriptioN Search


...and the column field

Return the uture value o


s f f
SUM
Add all the number in a
s s 2.2 Line Chart provides a condition... Date

FV(rate,num_periods,

Buyer

an investment based on (number1[number2],...) range of cells. Line charts are used to display trends over time. Use a line chart if you have
Column Field Type
Amount

payment,[ present_value],
text labels, dates or a few numeric labels on the horizontal axis.
periodic, constant payments
More Tables...

Sums the values in a range that


The row field provides

[type]) SUMIF
a condition....

and a constant interest rate. ...and the value field


Drag fields between areas below:

(range, criteria,[sum_range]) meet criteria that you specify. sums them up. Filters Columns

Calculates the payment on


Row Field Value Field
Type

PMT(rate, num_periods,
Return the um o the
a loan based on constant SUMPRODUCT

s s f
present_value,
products of corresponding
payments and a constant
Rows ∑ Values

[future_value], [type]) (array1, [array2],[array3], ...) Buyer Sum of Am...

interest rate. ranges or arrays.

1.4 Lo g ical Function 1. 7 Statistical Function 2.6 Slicer


Slicers provide buttons that you can click to filter tables, or PivotTables. In addition to
Function Description Function Description quick filtering, slicers also indicate the current filtering state, which makes it easy to
understand what exactly is currently displayed.

AND

Te t whether all argument


s s s
AVERAGE

Return the average


s

(logical1,logical2,…)
are TRUE, and return TRUE i s f
(number1, [number2], ...)
(arithmeti mean) o the
c f Steps to insert Slicer

so, FALSE i not. f arguments. 1. Select your Pivot Table.

2.3 Scatter Plot 2. In the ’Analyze’ tab, click ’Insert Slicer’

IF(logical_test,
Return one value i a pe ified
s f s c
COUNT
Count how many number
s s
Use a scatter plot (XY chart) to show scientific XY data. Scatter plots are
3. Choose which Pivot Table field the Slicer will filter on and click ‘OK
value_if_true,
logical condition is met, and an (value1, [value2], ...) are in the list of arguments. often used to find out if there's a relationship between variable X and Y.
value_if_false) alternate value if it is not.
Return a value you pe i y i a EDIAN
M Return the median o the
s f
FERROR
s s c f f
Ice Cream Sales vs Temperature
ormula evaluate to an error; (number1, [number2], ...) given numbers.
I

(value,
f s

value_if_error) otherwise, returns the result of


the formula. 1. 8 Te x t Function
sales

NOT (logical)
Changes FALSE to TRUE, and
TRUE to FALSE. Function Description
Te t whether any argument Join two or more text tring
ales

OR

s s s
CONCATENATE
s s
are TRUE, and return TRUE i s f
(text1, [text2], ...) into one string
(logical1,logical2,…)
o, FALSE i not.
temperature
s f

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