1. Trang chủ
  2. » Công Nghệ Thông Tin

30 công thức excel cơ bản mà mọi dân tài chính kế toán nên biết

9 2 0
Tài liệu đã được kiểm tra trùng lặp

Đang tải... (xem toàn văn)

THÔNG TIN TÀI LIỆU

Thông tin cơ bản

Tiêu đề Top 30 Excel Formulas
Người hướng dẫn Your Name
Trường học Your University Name
Chuyên ngành Excel for Beginners
Thể loại tài liệu
Năm xuất bản 2025
Thành phố your city
Định dạng
Số trang 9
Dung lượng 56,83 KB

Các công cụ chuyển đổi và chỉnh sửa cho tài liệu này

Nội dung

This flyer presents 30 essential Excel formulas, organized by category, to help students master data analysis, calculations, and reporting. Each formula includes a description, syntax, example, and a table mimicking an Excel grid (using cells like A1, A2, A3, etc.) with column headers (A, B, C) and row numbers (1, 2, 3, etc.) to illustrate its application. These formulas are ideal for exam preparation and practical use in business, finance, and data management.

Trang 1

A Comprehensive Flyer for Learning Excel

Instructor: [Your Name]

Course: Excel for Beginners Date: May 04, 2025

Designed for classroom teaching and practice

Trang 2

This flyer presents 30 essential Excel formulas, organized by category, to help students master data analysis, calculations, and reporting Each formula includes a description, syntax, example, and a table mimicking an Excel grid (using cells like A1, A2, A3, etc.) with column headers (A, B, C) and row numbers (1, 2, 3, etc.) to illustrate its application These formulas are ideal for exam preparation and practical use in business, finance, and data management

Category 1: Lookup and Reference Formulas (Formulas 1–6)

Formula 1: VLOOKUP

Description: Searches for a value in the first column of a range and returns a value in the same

row from a specified column

Syntax: =VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup])

Example: =VLOOKUP("Apple", A2:C4, 3, FALSE) returns the price of ”Apple”.

Use Case: Finding product prices in a table.

Excel Grid:

1 Item Color Price

2 Apple Red $1.50

3 Banana Yellow $0.75

A5: =VLOOKUP("Apple", A2:C4, 3, FALSE) returns $1.50

Formula 2: HLOOKUP

Description: Searches for a value in the first row of a range and returns a value in the same

column from a specified row

Syntax: =HLOOKUP(lookup_value, table_array, row_index_num, [range_lookup])

Example: =HLOOKUP("Q1", A1:D3, 3, FALSE) returns the Q1 profit.

Use Case: Retrieving data from horizontally arranged tables.

Excel Grid:

2 Sales 1000 1200 1500

3 Profit 200 250 300

A4: =HLOOKUP("Q1", A1:D3, 3, FALSE) returns 200

Formula 3: INDEX

Description: Returns a value at a specified row and column within a range.

Syntax: =INDEX(array, row_num, [column_num])

Example: =INDEX(A2:C4, 2, 3) returns the price of Banana.

Use Case: Extracting specific data dynamically.

Excel Grid:

1 Item Color Price

2 Apple Red $1.50

3 Banana Yellow $0.75

A5: =INDEX(A2:C4, 2, 3) returns $0.75

Trang 3

Formula 4: MATCH

Description: Searches for a value in a range and returns its relative position.

Syntax: =MATCH(lookup_value, lookup_array, [match_type])

Example: =MATCH("Banana", A2:A4, 0) returns the position of ”Banana”.

Use Case: Finding the position of an item in a list.

Excel Grid:

A

2 Apple

3 Banana

4 Orange

B1: =MATCH("Banana", A2:A4, 0) returns 2

Formula 5: XLOOKUP

Description: A modern replacement for VLOOKUP, searches a range and returns a

corre-sponding value

Syntax: =XLOOKUP(lookup_value, lookup_array, return_array, [if_not_found], [match_mode], [search_mode])

Example: =XLOOKUP("Apple", A2:A4, C2:C4) returns the price of ”Apple”.

Use Case: Flexible lookups with error handling.

Excel Grid:

1 Item Color Price

2 Apple Red $1.50

3 Banana Yellow $0.75

A5: =XLOOKUP("Apple", A2:A4, C2:C4) returns $1.50

Formula 6: CHOOSE

Description: Returns a value from a list based on a specified position.

Syntax: =CHOOSE(index_num, value1, [value2], )

Example: =CHOOSE(2, "Red", "Blue", "Green") returns ”Blue”.

Use Case: Selecting options dynamically.

Excel Grid:

A

1 Index

B2: =CHOOSE(A2, "Red", "Blue", "Green") returns Blue

Category 2: Text Formulas (Formulas 7–12)

Formula 7: CONCATENATE

Description: Combines multiple text strings into one.

Syntax: =CONCATENATE(text1, [text2], )

Example: =CONCATENATE(A2, " ", B2) combines first and last names.

Use Case: Creating full names or addresses.

Excel Grid:

Trang 4

Formula 8: TEXT

Description: Formats a number as text with a specified format.

Syntax: =TEXT(value, format_text)

Example: =TEXT(A2, "$0.00") formats a number as currency.

Use Case: Displaying numbers in custom formats.

Excel Grid:

A

1 Amount

2 123.456

B2: =TEXT(A2, "$0.00") returns $123.46

Formula 9: LEFT

Description: Extracts a specified number of characters from the start of a text string.

Syntax: =LEFT(text, [num_chars])

Example: =LEFT(A2, 3) extracts the first 3 characters.

Use Case: Extracting area codes or prefixes.

Excel Grid:

A

2 Excel

B2: =LEFT(A2, 3) returns Exc

Formula 10: RIGHT

Description: Extracts a specified number of characters from the end of a text string.

Syntax: =RIGHT(text, [num_chars])

Example: =RIGHT(A2, 3) extracts the last 3 characters.

Use Case: Extracting file extensions or last digits.

Excel Grid:

A

2 Excel

B2: =RIGHT(A2, 3) returns cel

Formula 11: MID

Description: Extracts a specified number of characters from the middle of a text string.

Syntax: =MID(text, start_num, num_chars)

Example: =MID(A2, 2, 3) extracts 3 characters starting from position 2.

Use Case: Extracting specific parts of a string.

Excel Grid:

A

2 Excel

B2: =MID(A2, 2, 3) returns xce

Trang 5

Formula 12: LEN

Description: Returns the length of a text string.

Syntax: =LEN(text)

Example: =LEN(A2) counts characters in a cell.

Use Case: Counting characters in a string.

Excel Grid:

A

2 Excel

B2: =LEN(A2) returns 5

Category 3: Math and Statistical Formulas (Formulas 13–18)

Formula 13: SUM

Description: Adds a range of numbers.

Syntax: =SUM(number1, [number2], )

Example: =SUM(A2:A4) adds values in a range.

Use Case: Calculating total sales or expenses.

Excel Grid:

A

1 Amount

A5: =SUM(A2:A4) returns 600

Formula 14: AVERAGE

Description: Calculates the average of a range of numbers.

Syntax: =AVERAGE(number1, [number2], )

Example: =AVERAGE(A2:A4) averages values in a range.

Use Case: Finding average test scores or sales.

Excel Grid:

A

1 Score

A5: =AVERAGE(A2:A4) returns 90

Trang 6

Formula 15: MIN

Description: Returns the smallest value in a range.

Syntax: =MIN(number1, [number2], )

Example: =MIN(A2:A4) finds the lowest value.

Use Case: Identifying the lowest price or score.

Excel Grid:

A

1 Price

A5: =MIN(A2:A4) returns 30

Formula 16: MAX

Description: Returns the largest value in a range.

Syntax: =MAX(number1, [number2], )

Example: =MAX(A2:A4) finds the highest value.

Use Case: Identifying the highest sales or score.

Excel Grid:

A

1 Sales

A5: =MAX(A2:A4) returns 1500

Formula 17: ROUND

Description: Rounds a number to a specified number of digits.

Syntax: =ROUND(number, num_digits)

Example: =ROUND(A2, 2) rounds to 2 decimal places.

Use Case: Simplifying financial calculations.

Excel Grid:

A

1 Value

2 3.14159

B2: =ROUND(A2, 2) returns 3.14

Formula 18: COUNT

Description: Counts the number of cells containing numbers.

Syntax: =COUNT(value1, [value2], )

Example: =COUNT(A2:A4) counts numeric cells.

Use Case: Counting valid data entries.

Excel Grid:

A

A5: =COUNT(A2:A4) returns 2

Trang 7

Category 4: Logical Formulas (Formulas 19–24)

Formula 19: IF

Description: Performs a logical test and returns one value if true, another if false.

Syntax: =IF(logical_test, value_if_true, [value_if_false])

Example: =IF(A2>100, "High", "Low") categorizes values.

Use Case: Categorizing data based on conditions.

Excel Grid:

A

1 Value

B2: =IF(A2>100, "High", "Low") returns High

Formula 20: AND

Description: Returns TRUE if all conditions are true.

Syntax: =AND(logical1, [logical2], )

Example: =AND(A2>50, B2<100) tests multiple conditions.

Use Case: Combining multiple conditions.

Excel Grid:

1 Value1 Value2

C2: =AND(A2>50, B2<100) returns TRUE

Formula 21: OR

Description: Returns TRUE if any condition is true.

Syntax: =OR(logical1, [logical2], )

Example: =OR(A2>50, B2<100) tests multiple conditions.

Use Case: Testing multiple criteria.

Excel Grid:

1 Value1 Value2

C2: =OR(A2>50, B2<100) returns TRUE

Formula 22: IFERROR

Description: Returns a custom value if a formula results in an error.

Syntax: =IFERROR(value, value_if_error)

Example: =IFERROR(A2/B2, "Error") handles division errors.

Use Case: Handling formula errors gracefully.

Excel Grid:

1 Numerator Denominator

C2: =IFERROR(A2/B2, "Error") returns Error

Trang 8

Formula 23: NOT

Description: Reverses the logical value of a condition.

Syntax: =NOT(logical)

Example: =NOT(A2>100) inverts a condition.

Use Case: Inverting logical tests.

Excel Grid:

A

1 Value

B2: =NOT(A2>100) returns TRUE

Formula 24: IFS

Description: Evaluates multiple conditions and returns a value for the first true condition Syntax: =IFS(logical_test1, value_if_true1, [logical_test2, value_if_true2], .)

Example: =IFS(A2>90, "A", A2>80, "B", TRUE, "C") assigns grades.

Use Case: Simplifying nested IF statements.

Excel Grid:

A

1 Score

B2: =IFS(A2>90, "A", A2>80, "B", TRUE, "C") returns B

Category 5: Date and Time Formulas (Formulas 25–30)

Formula 25: TODAY

Description: Returns the current date.

Syntax: =TODAY()

Example: =TODAY() returns today’s date.

Use Case: Tracking current dates in reports.

Excel Grid:

A

2

A2: =TODAY() returns 5/4/2025 (example)

Formula 26: NOW

Description: Returns the current date and time.

Syntax: =NOW()

Example: =NOW() returns current date and time.

Use Case: Timestamping data entries.

Excel Grid:

A

1 Timestamp

2

A2: =NOW() returns 5/4/2025 14:30 (example)

Trang 9

Formula 27: DATE

Description: Creates a date from year, month, and day values.

Syntax: =DATE(year, month, day)

Example: =DATE(A2, B2, C2) creates a date.

Use Case: Generating custom dates.

Excel Grid:

1 Year Month Day

D2: =DATE(A2, B2, C2) returns 5/4/2025

Formula 28: DATEDIF

Description: Calculates the difference between two dates in specified units.

Syntax: =DATEDIF(start_date, end_date, unit)

Example: =DATEDIF(A2, B2, "d") calculates days between dates.

Use Case: Calculating age or project durations.

Excel Grid:

1 Start End

2 1/1/2025 5/4/2025

C2: =DATEDIF(A2, B2, "d") returns 123

Formula 29: EDATE

Description: Returns a date a specified number of months before or after a start date.

Syntax: =EDATE(start_date, months)

Example: =EDATE(A2, B2) adds months to a date.

Use Case: Calculating due dates or anniversaries.

Excel Grid:

1 Start Months

2 5/4/2025 3

C2: =EDATE(A2, B2) returns 8/4/2025

Formula 30: NETWORKDAYS

Description: Calculates the number of working days between two dates, excluding weekends Syntax: =NETWORKDAYS(start_date, end_date, [holidays])

Example: =NETWORKDAYS(A2, B2) counts working days.

Use Case: Scheduling project timelines.

Excel Grid:

1 Start End

2 1/1/2025 1/10/2025

C2: =NETWORKDAYS(A2, B2) returns 8 (example)

Ngày đăng: 04/05/2025, 15:00

TỪ KHÓA LIÊN QUAN

TÀI LIỆU CÙNG NGƯỜI DÙNG

TÀI LIỆU LIÊN QUAN

🧩 Sản phẩm bạn có thể quan tâm

w