Excel 1.04 Guided Notes Student

MS Excel 2016 Lesson 4: Using Basic Formulas Guided Notes
Name: ____________________________________ Date: ___________________ Period: _____

Software Orientation
 Excel enables you to create many __________ by simply typing in a cell or using your mouse
pointer to select cells to include in a formula.
 You can create basic formulas for __________, __________, __________, and __________ using
these methods.
 In this lesson, you use a few command groups on the __________ tab to display formulas and
name ranges to be used in formulas.
Understanding and Displaying Formulas

 The real strength of Excel is its capability to perform common and complex __________.
 The formula is one of the essential elements of Excel.
 When you enter a formula in a cell, the formula is stored __________ and the results are
displayed in the cell.
 You can view the underlying formula in the formula bar when the cell is active, when you
double-click the cell to __________ it, or by using the Formulas tab.
Display Formulas
 A formula is an __________ that performs calculations on values in a worksheet.
 In Excel, a value can be a number, a cell address, a date, text, or __________ data, but is usually
a number or cell address in terms of formulas.
 A formula consists of two elements:
 Operands identify the values (constant value, or a variable such as a cell reference, a range
of cells, or another formula) to be used in the calculation.
 Constant: Number or text value that is entered directly into a formula.
 Variable: Symbol or name that represents something else (cell address, a range of cells, etc.)
 Calculation __________ specify the calculations to be performed. To allow Excel to distinguish
formulas from data, __________ formulas begin with an __________ sign (=).
 Excel uses __________ types of calculation operators: arithmetic, comparison, __________, and
reference.
 When you build a formula, it appears in the __________ and in the cell itself.
 When you press Enter, the __________ displays in the cell and the __________ displays in the
formula bar if you select the cell.
 You can edit a formula in the cell or in the formula bar the same way you can edit any data
entry.
 When you click the Show Formulas button on the Formulas tab, __________ in your worksheet
display.
 Click the Show Formulas button again to toggle off display of formulas.
Understanding Order of Operations

 If you use more than one operator in a formula, Excel follows a specific order—called the
__________ —to calculate the formula.
 __________ play an important role in controlling the order of operations.
Understand Order of Operations

 Excel applies the rules of mathematics to determine how formulas are calculated. The following
is the order in which arithmetic operators are applied:
o Negative number (−)
o Percent (%)
o __________ (ˆ)
o Multiplication (*) and division (/) (left to right)
o Addition (+) and subtraction (−) (left to right)
 For example, consider the original formula:
7 + 8 * 3 / 2 − 4 = 15
 Following arithmetic operator priorities, the first operation is 8 multiplied by 3 and that result is
divided by 2. Then 7 is added and 4 is subtracted.
 You can use parentheses in a formula to __________ the standard order of operations.
 Excel performs calculations on formulas inside parentheses first.
 Parentheses inside of parentheses are called __________ parentheses.
 Calculations are performed on formulas in the __________ set of parentheses first, and from
left to right if nested parentheses are at the same level. Therefore, the result of the following
formula with parentheses is different from the previous one:
(7 + 8) * (3 / 2)) − 4 = 18.5
 Following arithmetic operator priorities, the first operation is the sum of 7 + 8 multiplied by the
quotient of 3 divided by 2. Then, 4 is subtracted.
Using Cell References in Formulas

 When you create a formula, you can reference a cell’s __________ rather than typing the
number that appears in that cell.
 A cell reference identifies a cell’s __________ in the worksheet, based on its column letter and
row number.
 Using a cell reference gives you more __________ in your worksheet.
 If the __________ in a __________ changes, any __________ that reference the cell change as
well.
 You use __________ cell references when you want the reference to automatically adjust when
you copy or fill the formula across rows or down columns in ranges of cells. By default,
__________ formulas in Excel use relative references.
Use Relative Cell References in a Formula

 There are __________ methods for creating formulas using relative references:
o By typing the formula directly into the cell
o By clicking a cell to include in the formula rather than typing the cell reference
 The second method is __________ and eliminates the possibility of typing an __________ cell
identifier.
 In a worksheet, you can create formulas that reference cells anywhere in the worksheet.
 An __________ cell reference refers to a specific cell or range of cells __________ the formula is
located in the worksheet.
 Absolute cell references include __________ in the formula, preceding the column __________
and row __________.
 When you copy the formula to any other cell in the worksheet, the absolute reference
__________ to the destination cells.
Mixed Cell Reference in a Formula

 You can also create a __________ reference in which a column or a row is absolute, and the
other is relative.
Using External Cell References

 You can also refer to cells in __________ worksheet in the same workbook or to another
workbook entirely.
 References to cells or ranges located in a separate workbook or to a defined name in another
workbook are considered __________.
 Unless you specify another worksheet or workbook, Excel assumes your cell references are to
cells in the __________ worksheet.
Refer to Data in Another Worksheet

 The format of a __________ that references a cell in a different worksheet is SheetName!
CellAddress.
 You can also refer to a range of cells in an external worksheet.
 Microsoft calls references to cells in another worksheet or in another workbook __________
because you are essentially linking to data in those remote locations.
Using Cell Ranges in Formulas

 In Excel, __________ are called ranges.
 The cell groups are either __________ or non-contiguous.

 You can name (define) ranges, change the size of ranges after you define them, and use named
__________ in formulas.
 You use the Name Box and the __________ to keep track of named ranges and their cell
addresses.
 You can also use the Paste Names command to create a list of named ranges and their
addresses in a worksheet.
Naming a Range
 When you refer to the same cell range over and over, it might be more convenient to give it a
__________.
 Excel recognizes the name as the cell range and uses the values in those cells to do what you
specified.
 If you have a series of sales figures in a column, instead of referring to them as the range
C4:C10, you can name them SalesQ3. Any time you use the name SalesQ3 in a formula, Excel
uses the values in those cells.
Name a Range of Cells

 A named range is a group of cells, and occasionally a single cell, with a designated name.
 The most common reason to name a range is to __________ to it in formulas and functions.
 Naming a range in a large or complex worksheet enables you to go to the location __________,
similar to a bookmark.
 After selecting a range of cells, you can name the range using __________ different methods:
o By typing a name in the __________ next to the formula bar
o By using the __________
o By using the __________
 Rules and guidelines for naming ranges include the following:
o Range names can be up to __________ characters in length.
o Range names may begin with a letter, the underscore character (_), or a backslash (\).
The rest of the name may include letters, numbers, periods, and underscore characters,
but not a __________.
o Range names may not consist solely of the letters “C”, “c”, “R”, or “r”, which are used as
shortcuts for selecting columns and rows.
o Range names __________ include spaces. Microsoft recommends you use the
underscore character (_) or period (.) to separate words, such as Fruit_List and
Personal.Budget.
o Range names cannot be the __________, such as A7 or $B$3.
 All names have a __________, either to a specific worksheet or to the entire workbook.
 The scope of a name is the __________ within which Excel recognizes the name without
qualification.
 A name must be unique within its scope, but you can use the same name in __________ scopes.
 In the New Name dialog box, if you select a worksheet name from the Scope list, the scope is at
the local worksheet level.
 If you select __________, the scope is at the global workbook level.
 If you defined a named range after you entered a cell __________ in a formula, update the
existing cell __________ to the defined name.
 Select an empty cell, click the arrow next to Define Name, and click Apply Names.
 In the __________ dialog box, click one or more names, and click OK.
 After creating named ranges, you can select a name in the __________ Box drop-down list to
select the named range on the worksheet.

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MS Excel 2016 Lesson 4: Using Basic Formulas Guided Notes

Name: ______________________ Date: _ Period: _

Understanding and Displaying Formulas

Understanding Order of Operations

Understand Order of Operations

Using Cell References in Formulas

Use Relative Cell References in a Formula

Mixed Cell Reference in a Formula

Using External Cell References

Refer to Data in Another Worksheet

Using Cell Ranges in Formulas

 The cell groups are either __________ or non-contiguous.

Name a Range of Cells

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