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Common Excel Functions - Documentation

Created: October 7th, 2024
By: Raza Tahir
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I would first strongly recommend reading this guide on Excel formulas.
For each of the functions discussed below, read the reference guides from Microsoft and Google .

Getting Started

Functions are pre-built formulas in Excel.
Every function has a unique name and purpose.
  • For example, SUM() =/= SUMIF() =/= SUMIFS()

Functions usually take in specific inputs called "parameters" or "arguments". These parameters can be:
  • numbers,
  • text,
  • dates,
  • cell references,
  • cell ranges,
  • and even other formulas and functions!

This Microsoft article can help explain more. For example, understanding how the Function Dialog (fx) Box works as shown below can help:

This web page serves as a tutorial guide covering some common key functions you should know.


A) SUM Function |

Reference guide

Among the most widely used functions is the SUM() function.

To add the constant numbers 1, 3, and 5, we can simply write =SUM(1,3,5)

Suppose we have to find the sum of the following data:

In our dataset i.e. "Table Array", each record/entry is a person.
Cell A1 holds the value "Salesperson".
Salesperson // A1 Quarter 1 Quarter 2 Quarter 3 Quarter 4 Total
Brian $52,000 $73,000 $72,000 $18,000 ???

There are a few ways we can add these numbers to get the total. We can:

  • Using a Manual Addition Formula: =B2 + C2 + D2 + E2
    Each quarters sales figure is added individually via a formula
  • Use the SUM() function on each individual number: =SUM(B2,C2,D2,E2)
    Each quarters sales figure is added individually via the SUM() function
  • Use the SUM() function with a range: =SUM(B2:E2)
    The best way to calculate the total is by summing the values in cells B2 to E2, which contain the sales figures for Quarters 1 to 4.

Few things to note:

  • The word "SUM" doesn’t need to be in all caps, but it's common to write it that way.
  • The SUM function ignores cells with text.

Let's take a look at a few examples:

SUM() Example #1: Grocery Cart

Suppose we have the following grocery cart:

Grocery Cart Price
Bread $3
Milk $4
Eggs $6
Water $4

What function would output our total?

SUM() Example #2: Movie Theaters

Let's take a look at another example for a table of movies:

In our dataset i.e. "Table Array", each record/entry is a movie. "Year" is cell A1. Data courtesy of Coursera
Year // A1 Movie Director Box Office Earnings
1999 Star Wars: Episode I - The Phantom Menace George Lucas $7,340,743,186
1998 Titanic James Cameron $6,696,383,983
1997 Men in Black Barry Sonnenfeld $6,077,250,085
1996 Independence Day Roland Emmerich $5,600,750,973
1995 Batman Forever Joel Schumacher $5,106,129,264
1994 The Lion King Roger Allers, Rob Minkoff $5,061,909,583
1993 Jurassic Park Steven Spielberg $4,823,116,106
1992 Batman Returns Tim Burton $4,519,644,026
1991 Terminator 2: Judgment Day James Cameron $4,336,073,530
1990 Ghost Jerry Zucker $4,326,824,577
1989 Batman Tim Burton $4,084,060,815

In the above example, try to find the sum of all movie sales.

=SUM(D2:D12)

SUM() Example #3: Calculating Monthly Budget

MONTHLY INCOME

Item // A1 Amount // B1
Income 1 (Ret/VA pay) $1,840.00
Income 2 $0.00
Other $0.00

MONTHLY EXPENSES

Item // D1 Amount // E1
Rent/mortgage $0.00
Electric $0.00
Gas $0.00
Cell phone $0.00
Groceries $0.00
Car payment $0.00
Auto expenses $0.00
Student loans $0.00
Credit cards $0.00
Auto Insurance $0.00
Personal care $0.00
Entertainment $0.00
Miscellaneous $0.00
Credit cards $0.00
SBP $0.00
=SUM(E:E)
also can work.


B) AVERAGE Function |

Reference guide
The AVERAGE() function returns the average (arithmetic mean) of each of the arguments.

It is typed as '=AVERAGE' and is formatted as:

=AVERAGE(value1, value2, [value3, ...])

Looking back at our earlier SUM example, let's now find the AVERAGE of the following data:

Find the AVERAGE of each quarter.
Salesperson // A1 Quarter 1 Quarter 2 Quarter 3 Quarter 4 Total Average
Brian $52,000 $73,000 $72,000 $18,000 =SUM(B2:E2) ???
To average the numbers in cells B2 through E2, like the SUM function we can use the AVERAGE Function in 2 ways:
  • =AVERAGE(B2,C2, D2, E2)
  • =AVERAGE(B2:E2)

Let's take a look at a few examples:

AVERAGE() Example #1: Averaging Salaries

Calculate the average salary of the three employees.

Data Source Table
Name // A1 Position? Salary
Raza Trainer $1M
Zehra English Teacher $2M
Sarah Director of Training $4M
Lookup Table
SUM? // E1 =SUM(C2:C4)
AVERAGE (AVERAGE function goes here)
Notice that the average function uses the same range as that of the SUM function.

AVERAGE() Example #2: Average of Box Office Earnings.

Looking at the table of movies used in SUM() Example #2, calculate the AVERAGE Box Office Earnings.

AVERAGE() Example #3: Fictional Savings Table

Below is a fictional savings table showing monthly savings:

Fictional Monthly Savings Plan
Month // A1 Amount Saved // B1
January $1,200
February $1,300
March $1,000
April $1,400
May $1,300
June $1,100
July $1,000
August $1,200
September $1,500
October $1,300
November $800
December $500
Total $14,600 // =SUM(B2:B13)
Average: ???

Q: What is the average amount saved per month?

Note: Make sure to exclude the total cell from the range used in the AVERAGE() function.


C) CONCAT Function |

Reference guide
A text function that concatenates (joins) values. The values are not limited to text as it can join numbers too.
NOTE: There are no delimiters added between the combined cell values.
A delimiter is a character/symbol used to seperate values apart from each other e.g. / \ , | -

It is typed as '=CONCAT' and it is a new version of the old CONCATENATE() function. It is formatted as:

=CONCAT(value1, value2, [value3, ...])

This operator is equivalent to using the concatenation operator (&) as shown below:

Use the CONCAT() function to join text
north // A1
west // A2
= CONCAT(A1,A2) // Output: northwest
Use the "concatentor" to also join text.
north // A1
west // A2
= A1 & A2 // Output: northwest

You can use the CONCAT function to join text and numbers. For example, a manufacturer part number (MPN) is a unique alphanumeric code that manufacturers assign to their products for easy identification.

Unique Code Unique Letters Combination?
00638 NIC =CONCAT(A2,B2) // Output: 00638NIC

Note: The CONCAT() function improves on older CONCATENATE() function by supporting ranges. For example, to combine values from A1, A2, and A3, you can reference the range as =CONCAT(A1:A3)

Use the TEXTJOIN function to join multiple values with a delimiter. It does everything CONCAT does but also lets you add a delimiter and skip empty values.

CONCAT Example #1: Full Name

Find the full name:

First Name // A1 Last Name Full Name
Jane Doe ??? // Output: Last, First
Solution:


D) COUNTIF Function |

Reference guide
The COUNTIF function is a built-in "statistical" function that counts the number of cells meeting a given criterion/condition. The function returns a number representing cells counted
Function Syntax:
=COUNTIF(range, criterion)
It is typed =COUNTIF which has two parts:
  • the range of cells to count (i.e. where do you want to look)
  • the criteria/condition for what do you want to look for

As an example, let's take a look at a grocery list of items

Grocery List Apples Oranges Cookies Apples Bananas Milk

Suppose we want to find the number of times the word "Apples" show up. We can use the COUNTIF function

= COUNTIF(B1:G1, "Apples") // Output: 2

NOTE: Since the function criteria requires an exact match, we cannot use the singular form "Apple" as there are no exact matches available.
Spelling Case doesn't matter but actual characters used does.

COUNTIF Example #1: Movies made by James Camerons

Using our earlier example with the table of movies, find out how many films were made by James Cameron

Solution:

COUNTIF Example #2: Count of Assigned Tasks

Given a list of tasks assigned to various individuals, find out how many tasks are assigned to Danny Brown:

Ablebits Example
Task Assigned To
Task 1: Peter Smith
Task 2: Danny Brown
Task 3: Alex Day
Task 4: Sam Ramirez
Task 5: D. Brown
Task 6: Alexander Day
Task 7: Daniel Brown
Task 8: P. Smith
Task 9: Mr. Brown

Solution:
The asterisk (*) is used to find cells with any characters before or after, as shown in the example.

Since Danny's name is written in various ways, we can use "Brown" as the search criteria:

=COUNTIF(D2:D10, "*Brown*") // Output: 4

COUNTIF Example #3: Years of Service

Use the COUNTIF function in Excel to count the number of employees with Years of Service over 20.

Employee Hire Date Years of Service
Claire Watson 2/21/2010 14.7
Paulette Diaz 9/16/2011 13.1
Gwen Patrick 7/8/2000 24.3
Cecelia Nash 4/28/2001 23.5
Terrance Reyes 3/21/2004 20.6

COUNTIF Example #4: Checking customers' dues.

As part of the hotel staff, you are responsible for checking customers' dues.
How many guests have a balance exceeding $1,300 based on the records?

Name Arrival Date Balance
Austin 06-16 $640
Denton 06-14 $480
Hickman 06-12 $760
Littleton 06-15 $1,340
Shah 06-12 $1,200
Swatz 06-18 $1,100
Whitson 06-14 $960
Solution:


E) SUMIF Function |

Reference guide
The SUMIF function returns the sum of values in a range that fit in a group/condition a.k.a. a conditional sum.
Function Syntax:
=SUMIF(range, criteria, [sum_range])
It is typed =SUMIF and takes in 3 arguments:
  • the range of cells that the criteria is applied to.
  • the specific criteria that we want to look for in the previously defined range.
  • the actual range of cells to add

The sum range should be the same size and shape as range.
NOTE: Sorting the data by any column will not make a difference to the final output.

Let's take a look at an example:

Quarter // A1 Product Total Sales
Q1 Cameras $97,236.00
Q1 Desktops $230,920.00
Q1 Laptops $238,374.00
Q1 Printers $26,536.00
Q2 Cameras $174,933.00
Q2 Desktops $225,765.00
Q2 Laptops $353,772.00
Q2 Printers $166,616.00
Q3 Cameras $51,660.00
Q3 Desktops $165,462.00
Q3 Laptops $271,746.00
Q3 Printers $70,512.00
Q4 Cameras $46,944.00
Q4 Desktops $180,880.00
Q4 Laptops $84,840.00
Q4 Printers $51,092.00

Suppose we want to find all total sales for Q2. We can write the SUMIF Function as:

SUMIF Example #1: Find Laptop Sales

Using our earlier example, find the sum of total Laptop sales.

Solution:

SUMIF Example #2: Conditional Sum of Box Office Earnings for James Cameron.

Using the table of movies in SUM() Example #2, find the conditional sum of box office earnings for James Cameron.

Solution:

SUMIF Example #3: Sports Registration Summary

Suppose we have a list of people with their registration fees:

Receipt # // A1 Member Sport Registrations
1 Cook, Kevin Football $50.00
2 Flint, Brian Baseball $40.00
3 Miller, Susan Volleyball $25.00
4 Miller, Susan Tennis $30.00
5 Wakefield, Randy Basketball $50.00
6 Cook, Kevin Volleyball $25.00
7 Cook, Kevin Tennis $30.00
8 Shea, Mark Football $50.00
9 Christianson, Thor Basketball $50.00
10 Bellows, Sam Tennis $30.00
11 Bellows, Sam Volleyball $25.00
12 Flint, Brian Tennis $30.00
13 Shea, Mark Volleyball $25.00
14 Sloat, Randy Basketball $50.00
15 Christensen, Thor Baseball $40.00
16 Smith, Sheila Tennis $30.00
17 Smith, Sheila Volleyball $25.00
18 Gates, Greg Football $50.00
19 Gates, Greg Volleyball $25.00
20 Moorefield, John Baseball $40.00
21 Lopez, Cindy Tennis $30.00
22 Guerrero, Maria Tennis $30.00
23 Sloat, Randy Football $50.00
24 Worldly, Diane Volleyball $25.00
25 Grey, John Football $50.00
26 Grey, John Baseball $40.00
27 Flint, Brian Basketball $50.00
28 Bower, Doug Tennis $30.00
29 Long, Rhonda Volleyball $25.00
30 Christensen, Thor Tennis $30.00

How much money was generated for the Tennis sport?

Solution:

SUMIF Example #4: Employee Table

Below we have a list of employees:

Employee Name // A1 Status Department Hire Date Salary Job Rating
Abbott, James Contract Quality Control 24-Jul-01 77,700 5
Adams, David Full Time Quality Control 1-Oct-13 109,640 5
Adkins, Michael Full Time Manufacturing 16-Apr-04 81,640 4
Aguilar, Kevin Part Time Operations 12-Feb-06 65,210 5
Alexander, Charles Full Time Project & Contract Services 14-Feb-14 85,620 5
Alvarado, Sonia Contract Operations 2-Jul-01 64,960 4
Anderson, Teason Contract Quality Assurance 16-Mar-97 87,290 3
Anthony, Robert Contract Quality Control 13-Aug-13 42,490 5
Atkinson, Danielle Full Time Process Development 22-Aug-09 114,750 3

What is the sum of salary if Status is Contract?

Solution:

F) IF Function |

Reference guide
The IF function returns one of two values: one value if the condition is TRUE and another value if the condition is FALSE.
Function Syntax:
=IF(logical_test, [value_if_true], [value_if_false])
It is typed =IF and takes in 3 arguments:
  • Logical test is the condition/criteria to look for, with the result always evaluating to either TRUE or FALSE
  • [value_if_true] is the value to return when logical_test returns TRUE.
  • [value_if_false] The value to return when logical_test returns FALSE.

Please look at the following example:

Expense Worksheet

Expense Report
Month // A1 Projected Expense Actual Expense Cost Variance (Projected - Actual) Over/Under Budget
Jan $800 $921 -121 ???
Output: Over Budget
Feb $700 $324 376 ???
Output: Under Budget
Mar $500 $638 -138 ???
Output: Over Budget
Apr $600 $174 426 ???
Output: Under Budget
May $450 $500 -50 ???
Output: Over Budget

In the above example, depending on the cost variance, the answer will be 1 of 2 answers: "Over Budget" or "Under Budget." We can express this in 2 different ways:

  • If the output is greater than 0, output "Under Budget". Else output "Over Budget"
    =IF(D1>0,"Under Budget","Over Budget")
  • If the output is less than 0, output "Over Budget". Else output "Under Budget"
    =IF(D1<0,"Over Budget","Under Budget")

Let's take a look at a few examples:

IF Example #1: Output Pass/Fail

If the passing score of an exam is 70, what result should be filled in the 'Result' column for cells C2:C4?

Final Exam Scores.
Name // A1 Score Result
Anderson 92 ??? // Output: Pass
Bautista 85 ??? // Output: Pass
Block 65 ??? // Output: Fail
Name // A1 Score Result
Anderson 92 =IF(B2>=70,"Pass","Fail") // Output: Pass
Bautista 85 =IF(B3>=70,"Pass","Fail") // Output: Pass
Block 65 =IF(B4>=70,"Pass","Fail") // Output: Fail

IF Example #2: RSVP

Let's take a look at another example to find if 2 or more people RSVP'd:

Data Source Table
Person Event RSVP?
Christine Accepted
Brandon Declined
Yolanda Declined
Raquel Accepted
Camille Accepted
Did more than 2 people RSVP?
Did more than 2 people RSVP?
???
Solution:

IF Example #3: Finding the Goal Bonus

Bonus Rate: // A1 1%
Name // A3 Total // B3 Goal // C3 Goal Bonus? // D3
Mullins $368,575 $325,000 ??? // Output: Pass
Little $281,001 $275,000 ??? // Output: Pass
Brooke $371,193 $400,000 ??? // Output: Fail
Brooke $271,091 $250,000 ??? // Output: Fail

What functions would we write in cells D4:D7?

IF Example #4: IF Ladder

Suppose we have the following table of employees:

Last Name // A1 First Name Hire Date Extension Department Office Location // F1
Hawkins Alvin 8/23/1994 4299 Accounting PB4
Dandridge Ray 8/12/2007 4224 Accounting PB4
Sandifer Catheryn 12/23/2006 4931 Accounting PB4
Burke Reva 11/3/1995 4447 Accounting PB4
Rundle Ruben 6/11/2011 4503 Customer Service CC1
Lipscomb Phebe 3/28/1999 4124 Customer Service CC1
Redd Randal 7/12/1998 4127 Human Resources TS1
Charlesworth Rena 9/1/2007 4716 Human Resources TS1
Burke Steven 10/30/2011 4005 IT TS3
Charon Jacques 1/14/2003 4459 IT TS3
Leclair Joseph 5/1/2013 4140 IT TS3

For the last column, an employees 'Office Location' is dependent on their 'Department'.
What formula would you write in column F?

Note: It's recommended to use the IFS function or SWITCH Function instead.

G) Sources and Credits

To learn more, use the following reference links to these reference articles:

Reference Links


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