Excel Spreadsheet Formulas: Reference Operators
Excel Spreadsheet Formulas: Reference Operators
Excel Spreadsheet Formulas: Reference Operators
If you need to create an Excel Spreadsheet Formula, this Microsoft Excel tutorial will teach you how. We take
you step-by-step through the process of creating Microsoft Excel spreadsheet formulas and performing
mathematical calculations in Microsoft Excel.
Reference Operators
Reference operators refer to a cell or a group of cells. There are two types of reference operators,
range and union.
A range reference refers to all the cells between and including the reference. A range reference
consists of two cell addresses separated by a colon. The reference A1:A3 includes cells A1, A2,
and A3. The reference A1:C3 includes A1, A2, A3, B1, B2, B3, C1, C2, and C3.
A union reference includes two or more references. A union reference consists of two or more
cell addresses separated by a comma. The reference A7,B8,C9 refers to cells A7, B8, and C9.
Functions
Microsoft Excel has a set of prewritten formulas called functions. Functions differ from regular
formulas in that you supply the value but not the operators, such as +, -, *, or /. For example, you
can use the SUM function to add. When using a function, remember the following:
=SUM(2,13,A1,B27)
In this function:
The equal sign begins the function.
The SUM function adds the arguments together. In the exercises that follow, we will look at
various functions.
Typing a Function
As you learned in Lesson 2, you can also calculate a sum by using the Sum icon.
Calculating an Average
You can use the AVERAGE function to calculate the average of a series of numbers.
In Microsoft Excel XP, you can use the Sum icon to calculate an average.
Calculating Min
You can use the MIN function to find the lowest number in a series of numbers.
Calculating Max
You can use the MAX function to find the highest number in a series of numbers.
Note: You can also use the drop-down menu next to the Sum icon to calculate minimums and
maximums.
Calculating Count
You can use the count function to count the number of items in a series.
You can use Microsoft Excel to fill cells automatically with a series. For example, you can have
Excel automatically fill in times, the days of the week or months of the year, years, and other
types of series. Days of the week and months of the year fill in a similar fashion. The following
demonstrates filling the days of the week:
1. Move to Sheet2.
2. Move to cell A1.
3. Type Sun.
4. Move to cell B1.
5. Type Sunday.
6. Highlight cells A1 to B1.
7. Bold cells A1 to B1.
8. Find the small black square in the lower right corner of the highlighted area. This is
called the Fill Handle.
9. Grab the Fill Handle and drag with your mouse to fill cell A1 to B24. Note how the days
of the week fill the cells in a series. Also, note that the Auto Fill Options icon appears.
Some of the entries in column B are too long to fit in the column. You can quickly adjust the
column width to fit the longest entry.
1. Move your cursor over the line that separates column B and C. The Width Indicator
appears.
1. Grab the Fill Handle and drag with your mouse to highlight cells D1 to D24. The number
1 fills each cell.
2. Click the Auto Fill Options icon.
3. Choose the Fill Series radio button. The cells fill as a series starting with 1, 2, 3.
1. Go to cell E1.
2. Type Lesson 1.
3. Grab the Fill Handle and drag with your mouse to highlight cells E1 to E24.
4. The cells fill in as a series: Lesson 1, Lesson 2, Lesson 3, and so on.
Printing
The simplest way to print is to click the Print icon located on the Standard toolbar. Dotted lines
will appear on your screen after you click the print icon. The dotted lines indicate the right, left,
top, and bottom edges of your printed pages.
Print Preview
There are many print options. You can select print options options in Page Setup or in Print
Preview. In Print Preview, you can see the results of your selections onscreen. You can use print
options to:
Set the size of your margins including your header and footer margins.
Center your spreadsheet horizontally and/or vertically on the page.
If you choose the Header/Footer tab, you can select headers and footers. A header is text that
appears at the top of every page. A footer is text that appears at the bottom of every page. You
can use headers and footers to insert page numbers, dates, and other information.
To choose a header:
To choose a footer:
Click the Custom Header or Custom Footer button to customize your headers and footers.
Use the Left Section to place your options on the left side of the page, the Center Section to place
your options in the center of the page, and the Right Section to place your optionds 9on the right
side of the page.
The Sheet tab has options that allow you to choose which rows and columns will repeat at the
left and the top of the page. It also has options that allows you to determine whether gridlines
and/or row column headings print
Microsoft Excel enables you to choose a default font. The default font is the
style of typeface that Excel will use unless you specify a different style. For
the exercises in this lesson, you want your font to be set to Arial, Regular,
and Size 10. To set your font to Arial, Regular, and Size 10:
When you open Microsoft Excel, the width of each cell is set to a default
width. This width is called the standard column width. You need to change
the standard column width to complete your exercises. To make the change,
follow these steps:
1. Choose Format > Column > Standard Width from the menu. The Standard
Width dialog box opens.
2. Type 25 in the Standard Column Width field. Click OK. The width of every
cell on the worksheet should now be set to 25.
3. Move to cell A1.
4. Type Cathy.
5. Press Enter.
Cell Alignment
The name "Cathy" is aligned with the left side of the cell. You can change the
cell alignment.
Using the Formatting toolbar, you can quickly perform tasks. You can use the
Formatting toolbar to change alignment.
You can bold, underline, or italicize text in Microsoft Excel. You can also
combine these features -- in other words, you can bold, underline, and
italicize a single piece of text.
In the exercises that follow, you will learn three different methods for
bolding, italicizing, or underlining text in Microsoft Excel. You will learn to
bold, italicize, and underline by using the menu, the icons, and the shortcut
keys.
3. Choose Format > Cells from the menu. The Format Cells dialog box opens.
4. Choose the Font tab.
Single Underline
Single Accounting
Double Accounting
1. Highlight cells A2 to B2. Place your cursor in cell B2. Press the F8 key. Press
the right arrow key once.
2. Choose Format > Cells from the menu. The Format Cells dialog box opens.
3. Click Regular in the Font style box.
4. Click OK. Cell A2 is no longer be bolded. Cell B2 is no longer italized.
You can change the Font, Font Size, and Font Color of the data you enter.
4. Click to open the drop-down menu associated with the color field.
5. Click Blue.
6. Click OK. The font color changes to blue.
Whenever you type text that is too long to fit into a cell, Microsoft Excel
attempts to display all the text. It left-aligns the text regardless of the
alignment that has been assigned to it, and it borrows space from the blank
cells to the right. However, a long text entry will never write over cells that
already contain entries -- instead, the cells that contain entries cuts off the
long text. Do the following exercise to see how this works.
Earlier you increased the column width of every column on the worksheet.
You can also increase individual column widths. If you increase the column
width, you will be able to see the long text.
Column A is set to a width of 55. You should now be able to see all of the
text.
You can also change the column width with the cursor.
1. Place the cursor on the line between the B and C column headings. The
cursor should look like the one displayed here, with two arrows.
2. Move your mouse to the right while holding down the left mouse button.
The width indicator appears on the screen.
3. Release the left mouse button when the width indicator shows
approximately 40.
In Microsoft Excel, you can specify which direction the cursor moves when
you press the Enter key. You can have the cursor move up, down, left, right,
or not at all. You will now make sure the cursor is set to move down when
you press the Enter key.
1. Choose Tools > Options from the menu. The Options dialog box opens.
2. Choose the Edit tab.
3. Make sure there is a check mark in the "Move Selection after Enter" box.
4. If Down is not selected, click to open the Direction drop-down box. Click
Down.
5. Click OK.
In Microsoft Excel, you can enter numbers and mathematical formulas into
cells. When a number is entered into a cell, you can perform mathematical
calculations such as addition, subtraction, multiplication, and division. When
entering a mathematical formula, precede the formula with an equal sign. Use
the following to indicate the type of calculation you wish to perform:
+ Addition
- Subtraction
* Multiplication
/ Division
^ Exponential
Addition
Subtraction
Multiplication
1. Hold down the Ctrl key while you press "g" (Ctrl-g). The Go To dialog box
opens.
2. Type C1 in the Reference field.
3. Press Enter. You should now be in cell C1.
4. Type 2 in cell C1.
5. Press Enter.
6. Type 3 in cell C2.
7. Press Enter.
8. Type =C1*C2 in cell C3.
9. Press Enter. Cell C1 is multiplied by cell C2 and the result is displayed in cell
C3.
Division
1. Press F5.
2. Type D1 in the Reference field.
3. Press Enter. You should now be in cell D1.
4. Type 6 in cell D1.
5. Press Enter.
6. Type 3 in cell D2.
7. Press Enter.
8. Type =D1/D2 in cell D3.
9. Press Enter. Cell D1 is divided by cell D2 and the result is displayed in cell
D3.
Place the cursor in cell D3 and look at the Formula bar.
1. Go to cell F1.
2. Type 3. Press Enter.
3. Type 3. Press Enter.
4. Type 3. Press Enter.
5. Click the AutoSum button, which is located on the Standard toolbar.
Automatic Calculation
If you have automatic calculation turned on, Microsoft Excel recalculates the
worksheet as you change cell entries. You can check to make sure automatic
calculation is turned on.
Make the changes outlined below and note how Microsoft Excel
automatically recalculates.
Formatting Numbers
You can format the numbers you enter into Microsoft Excel. You can add
commas to separate thousands, specify the number of decimal places, place a
dollar sign in front of the number, or display the number as a percent in
addition to several other options.
Before formatting
After formatting
Note: Microsoft Excel added 3 plus 3 plus 12, divided the answer by 2, and
multiplied the result by 4. The answer, 36, displays in cell A1.
Cell Addressing
With relative cell addressing, when you copy a formula from one area of the
worksheet to another, Microsoft Excel records the position of the cell relative
to the cell that originally contained the formula. The following exercises
demonstrate:
1. Go to cell A7.
2. Type 1. Press Enter.
3. Type 1. Press Enter.
4. Type 1. Press Enter.
5. Go to cell B7.
6. Type 2. Press Enter.
7. Type 2. Press Enter.
8. Type 2. Press Enter.
9. Go to cell A10.
In addition to typing a formula, as you did in Lesson 1, you can also enter
formulas by using Point mode. When you are in Point mode, you can enter a
formula either by clicking on a cell with your mouse or by using the arrow
keys.
You can copy entries from one cell to another cell. To copy the formula you
just entered, follow these steps:
Compare the formula in cell A10 with the formula in cell B10 (while in the
respective cell, look at the Formula bar). The formulas are the same except
that the formula in cell A10 sums the entries in column A and the formula in
cell B10 sums the entries in column B. The formula was copied in a relative
fashion.
Before proceeding with the next exercise, you must copy the information in
cells A7 to B9 to cells C7 to D9. This time you will copy by using the
Formatting toolbar.
1. Highlight cells A7 to B9. Place the cursor in cell A7. Press F8. Press the down
arrow key twice. Press the right arrow key once. A7 to B9 should be
highlighted.
2. Click the Copy icon , which is located on the Formatting toolbar.
3. Use the arrow key to move the cursor to cell C7.
An absolute cell address refers to the same cell, no matter where you copy
the formula. You make a cell address an absolute cell address by placing a
dollar sign in front of both the row and column identifiers. You can do this
automatically by using the F4 key. To illustrate:
Now copy the formula from C10 to D10. This time, you will copy by using
the keyboard shortcut.
Compare the formula in cell C10 with the formula in cell D10. They are the
same. The formula was copied in an absolute fashion. Both formulas sum
column C.
You use mixed cell addressing to reference a cell that is part absolute and
part relative. You can use the F4 key.
Deleting Columns
You can delete columns from your spreadsheet. To delete columns C and D:
Deleting Rows
You can delete rows from your spreadsheet. To delete rows 1 through 4:
Inserting Columns
There will be times when you will need to insert a column or columns into
your spreadsheet. To insert a column:
Inserting Rows
Creating Borders
You can use borders to make entries on your spreadsheet stand out.
Accountants usually place a single underline above a final number and a
double underline below. The following illustrates:
1. Go to cell B7.
2. Choose Format > Cells from the menu.
3. Choose the Border tab.
1. Go to cell C7. Click the down arrow beside the Borders icon.
2. Select the Top and Double Bottom Border. Cell C7 now has borders.
You will sometimes want to center a piece of text over several columns. The
following example shows you how.
1. Go to cell B1.
2. Type Sample Spreadsheet.
3. Click the check mark on the Formula bar.
4. Select columns B1 to D1.
5. Click the Merge and Center icon on the formatting toolbar. Cells B1,
C1, and D1 are merged and centered.
1. Go to cell B1.
2. Choose Format > Cells from the menu.
3. Choose the Patterns tab.
4. Choose Sky Blue.
5. Click OK. The background of cell B1 is now Sky Blue.
Reference Operators
Reference operators refer to a cell or a group of cells. There are two types of reference operators,
range and union.
A range reference refers to all the cells between and including the reference. A range reference
consists of two cell addresses separated by a colon. The reference A1:A3 includes cells A1, A2,
and A3. The reference A1:C3 includes A1, A2, A3, B1, B2, B3, C1, C2, and C3.
A union reference includes two or more references. A union reference consists of two or more
cell addresses separated by a comma. The reference A7,B8,C9 refers to cells A7, B8, and C9.
Functions
Microsoft Excel has a set of prewritten formulas called functions. Functions differ from regular
formulas in that you supply the value but not the operators, such as +, -, *, or /. For example, you
can use the SUM function to add. When using a function, remember the following:
=SUM(2,13,A1,B27)
In this function:
The SUM function adds the arguments together. In the exercises that follow, we will look at
various functions.
Typing a Function
As you learned in Lesson 2, you can also calculate a sum by using the Sum icon.
Calculating an Average
You can use the AVERAGE function to calculate the average of a series of numbers.
In Microsoft Excel XP, you can use the Sum icon to calculate an average.
Calculating Min
You can use the MIN function to find the lowest number in a series of numbers.
You can use the MAX function to find the highest number in a series of numbers.
Note: You can also use the drop-down menu next to the Sum icon to calculate minimums and
maximums.
Calculating Count
You can use the count function to count the number of items in a series.
You can use Microsoft Excel to fill cells automatically with a series. For example, you can have
Excel automatically fill in times, the days of the week or months of the year, years, and other
types of series. Days of the week and months of the year fill in a similar fashion. The following
demonstrates filling the days of the week:
1. Move to Sheet2.
2. Move to cell A1.
3. Type Sun.
4. Move to cell B1.
5. Type Sunday.
6. Highlight cells A1 to B1.
7. Bold cells A1 to B1.
8. Find the small black square in the lower right corner of the highlighted area. This is
called the Fill Handle.
9. Grab the Fill Handle and drag with your mouse to fill cell A1 to B24. Note how the days
of the week fill the cells in a series. Also, note that the Auto Fill Options icon appears.
10. Click the Auto Fill Options icon.
11. Choose the Copy Cells radio button. The entry in cells A1 and B1 are copied to all the
cells highlighted.
12. Click the Auto Fill Options icon again.
13. Choose the Fill Series radio button. The cells fill as a series from Sunday to Saturday
again.
14. Click the Auto Fill Options icon again.
15. Choose the Fill Without Formatting radio button. The cells fill as a series from Sunday to
Saturday, but the entries are not bolded.
16. Click the Auto Fill Options icon again.
17. Choose the Fill Weekdays radio button. The cells fill as a series from Monday to Friday.
Some of the entries in column B are too long to fit in the column. You can quickly adjust the
column width to fit the longest entry.
1. Move your cursor over the line that separates column B and C. The Width Indicator
appears.
1. Grab the Fill Handle and drag with your mouse to highlight cells D1 to D24. The number
1 fills each cell.
2. Click the Auto Fill Options icon.
3. Choose the Fill Series radio button. The cells fill as a series starting with 1, 2, 3.
1. Go to cell E1.
2. Type Lesson 1.
3. Grab the Fill Handle and drag with your mouse to highlight cells E1 to E24.
4. The cells fill in as a series: Lesson 1, Lesson 2, Lesson 3, and so on.
Printing
The simplest way to print is to click the Print icon located on the Standard toolbar. Dotted lines
will appear on your screen after you click the print icon. The dotted lines indicate the right, left,
top, and bottom edges of your printed pages.
Print Preview
There are many print options. You can select print options options in Page Setup or in Print
Preview. In Print Preview, you can see the results of your selections onscreen. You can use print
options to:
Set the size of your margins including your header and footer margins.
Center your spreadsheet horizontally and/or vertically on the page.
If you choose the Header/Footer tab, you can select headers and footers. A header is text that
appears at the top of every page. A footer is text that appears at the bottom of every page. You
can use headers and footers to insert page numbers, dates, and other information.
To choose a header:
To choose a footer:
Click the Custom Header or Custom Footer button to customize your headers and footers.
Use the Left Section to place your options on the left side of the page, the Center Section to place
your options in the center of the page, and the Right Section to place your optionds 9on the right
side of the page.
The Sheet tab has options that allow you to choose which rows and columns will repeat at the
left and the top of the page. It also has options that allows you to determine whether gridlines
and/or row column headings print
To create the column chart shown above, start by creating the spreadsheet below exactly as
shown.
After you have created the spreadsheet, you are ready to create your chart.
1. Highlight cells A3 to D6. You must highlight all the cells containing the data you want in
your chart. You should also include the data labels.
2. Choose Insert > Chart from the menu.
3. Click Column to select the type of chart you want to create.
4. In the Chart Sub-type box, choose the Clustered Column icon to select the chart sub-type.
5. Click Next.
6. To place the product names on the x-axis, select the Columns radio button.
7. Click Next.
8. Type Toy Sales in the Chart Title field. Toy Sales will appear as the title of your chart.
9. Type Products in the Category (X) Axis field. Products will appear as your x-axis title.
10. Type Units Sold in the Value (Y) Axis field. Units Sold will appear as your y-axis title.
11. Choose the Data Labels tab.
12. Select Value in the Labels Contain Frame to display the data labels as values.
13. Choose the Data Table tab.
14. Select Show Data Table. The data table will appear below your chart.
15. Click Next.
16. Choose As Object In Sheet1 to make your chart an embedded object and part of the
worksheet.
17. Click Finish
18. Your chart will appear on the spreadsheet.
When you select a chart, handles appear on the right and left sides, the top and bottom, and the
corners of the chart. You can drag the handles on the top and bottom of the chart to increase or
decrease the height of the chart. You can drag the handles on the left and right sides of the chart
to increase or decrease the width of the chart. You can drag the handles on the corners of the
chart to increase or decrease the size of the chart proportionally.
You can change the position of a chart by clicking on the chart and dragging
You can modify your chart by using the Chart toolbar. If the Chart toolbar is not already
available, choose View > Toolbars > Chart from the menu.
Chart Toolbar
1. Click the down arrow on the Chart toolbar. A drop-down menu opens.
2. Choose Data Table from the drop-down menu.
1. Click the down arrow on the Chart toolbar. A drop-down menu opens.
2. Choose "Region 1" Data Labels from the drop-down menu.
3. Click the Angle Counter Clockwise icon . The Region 1 Data Labels are angled
counter-clockwise.
4. Repeat this process for Regions 2 and 3.
1. Click the down arrow on the Chart toolbar. A drop-down menu opens.
2. Choose "Region 1" Data Labels from the drop-down menu.
3. Click the Options icon. Choose the Font tab.
4. In the Size box, type 6.
5. Click OK. Your font size is now 6.
6. Repeat this process for Region 2 and 3.
You can also make changes by double-clicking on the item you want to change.