Chapter 10: Introducing Formulas and Functions

Tips for Working with Formulas

In this section, I offer a few additional tips and pointers relevant to formulas.

Don’t hard-code values

When you create a formula, think twice before you use any specific value in the formula. For example, if your formula calculates sales tax (which is 6.5 percent), you may be tempted to enter a formula, such as the following:

=A1*.065

A better approach is to insert the sales tax rate in a cell — and use the cell reference. Or you can define the tax rate as a named constant, using the technique presented earlier in this chapter. Doing so makes modifying and maintaining your worksheet easier. For example, if the sales tax rate changed to 6.75 percent, you would have to modify every formula that used the old value. If you store the tax rate in a cell, however, you simply change that one cell — and Excel updates all the formulas.

Using the Formula bar as a calculator

If you need to perform a quick calculation, you can use the Formula bar as a calculator. For example, enter the following formula — but don’t press Enter:

=(145*1.05)/12

If you press Enter, Excel enters the formula into the cell. But because this formula always returns the same result, you may prefer to store the formula’s result rather than the formula itself. To do so, press F9 and watch the result appear in the Formula bar. Press Enter to store the result in the active cell. (This technique also works if the formula uses cell references or worksheet functions.)

Making an exact copy of a formula

When you copy a formula, Excel adjusts its cell references when you paste the formula to a different location. Sometimes, you may want to make an exact copy of the formula. One way to do this is to convert the cell references to absolute values, but this isn’t always desirable. A better approach is to select the formula in Edit mode and then copy it to the Clipboard as text. You can do this in several ways. Here’s a step-by-step example of how to make an exact copy of the formula in A1 and copy it to A2:

1.Double-click A1 (or press F2) to get into Edit mode.

2.Drag the mouse to select the entire formula. You can drag from left to right or from right to left. To select the entire formula with the keyboard, press Shift+Home.

3.Choose Home Clipboard Copy (or press Ctrl+C). This copies the selected text (which will become the copied formula) to the Clipboard.

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4.Press Esc to leave Edit mode.

5.Select cell A2.

6.Choose Home Clipboard Paste (or press Ctrl+V) to paste the text into cell A2.

You also can use this technique to copy just part of a formula, if you want to use that part in another formula. Just select the part of the formula that you want to copy by dragging the mouse, and then use any of the available techniques to copy the selection to the Clipboard. You can then paste the text to another cell.

Formulas (or parts of formulas) copied in this manner won’t have their cell references adjusted when they are pasted to a new cell. That’s because the formulas are being copied as text, not as actual formulas.

Tip

You can also convert a formula to text by adding an apostrophe (‘) in front of the equal sign. Then, copy the formula as usual and paste it to its new location. Remove the apostrophe from the pasted formula, and it will be identical to the original formula. And don’t forget to remove the apostrophe from the original formula

as well. n

Converting formulas to values

If you have a range of formulas that will always produce the same result (that is, dead formulas), you may want to convert them to values. If, say, range A1:A20 contains formulas that have calculated results that will never change — or that you don’t want to change. For example, if you use the RANDBETWEEN function to create a set of random numbers and you don’t want Excel to recalculate those random numbers each time you press Enter, you can convert the formulas to values. Just follow these steps:

1.Select A1:A20.

2.Choose Home Clipboard Copy (or press Ctrl+C).

3.Choose Home Clipboard Paste Values (V).

4.Press Esc to cancel Copy mode.

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Creating Formulas

That Manipulate Text

A Few Words about Text

When you enter data into a cell, Excel immediately goes to work and determines whether you’re entering a formula, a number (including a date or time), or anything else. That “anything else” is considered text.

Note

You may hear the term string used instead of text. You can use these terms interchangeably. Sometimes they even appear together, as in text string. n

A single cell can hold up to 32,000 characters — roughly equivalent to the number of characters in this chapter. But Excel is not a word processor, and I can’t think of a reason why anyone would need to even come close to that number.

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When a Number Isn’t Treated as a Number

If you import data into Excel, you may be aware of a common problem: Sometimes the imported values are treated as text.

Depending on your error-checking settings (as specified on the Formula tab of the Excel Options dialog box), Excel may display a Smart Tag to identify numbers stored as text. If the cell contains a Smart Tag, you’ll see a small rectangle in the upper-left corner of the cells. Activate the cell, and you can respond to the Smart Tag. To force the number to be treated as an actual number, select Convert to Number from the Smart Tag list of options.

If the Smart Tag isn’t displayed, here’s another way to convert these non-numbers to actual values. Activate any empty cell and choose Home Clipboard Copy (or press Ctrl+C). Then select the range that contains the values you need to fix. Choose Home Clipboard Paste Special. In the Paste Special dialog box, select the Add operation and then click OK. This procedure essentially adds zero to each cell — and, in the process, forces Excel to treat the non-numbers as actual values.

If you need to display lots of text in a worksheet, consider using a text box. Choose Insert

Text Text Box, and start typing. Working with large amounts of text in a text box is easier than editing cells. In addition, you can easily move, resize, or change the dimensions of a text box. However, if you need to work with the text using formulas and functions, the text must reside in cells.

Text Functions

Excel has an excellent assortment of worksheet functions that can handle text. You can access these functions just where you’d expect: from the Text control in the Function Library group of the Formula tab.

A few other functions that are relevant to text manipulation appear in other function categories.

Cross-Reference

See Appendix A for a listing of the functions in the Text category. Or, you can peruse these functions in the Insert Function dialog box. Activate an empty cell, and choose Formulas Function Library Insert Function.

In the Insert Function dialog box, select the Text category and scroll through the list. To find out more about a particular function, click the Help on This Function link. n

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Most text functions are not limited to text: They can also operate with cells that contain values. You’ll find that Excel is very accommodating when it comes to treating numbers as text and text as numbers.

The examples discussed in this section demonstrate some common (and useful) things you can do with text. You may need to adapt some of these examples for your own use.

Working with character codes

Every character you see on your screen has an associated code number. For Windows systems, Excel uses the standard ANSI character set. The ANSI character set consists of 255 characters, numbered (not surprisingly) from 1–255.

Figure 11.1 shows a portion of an Excel worksheet that displays all of the 255 characters. This example uses the Wingdings 3 font. (Other fonts may have different characters.)

On the CD

The companion CD-ROM includes a copy of this workbook, which also includes some simple VBA macros that enable you to display the character set for any font installed on your system. The file is named character set.xlsm.

FIGURE 11.1

The ANSI character set (for the Wingdings 3 font).

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Two functions come into play when dealing with character codes: CODE and CHAR. These functions may not be very useful by themselves, but they can prove quite useful in conjunction with other functions. I discuss these functions in the following sections.

The CODE function

The Excel CODE function returns the character code for its argument. The formula that follows returns 65, the character code for uppercase A:

=CODE(“A”)

If the argument for CODE consists of more than one character, the function uses only the first character. Therefore, this formula also returns 65:

=CODE(“Abbey Road”)

The CHAR function

The CHAR function is essentially the opposite of the CODE function. Its argument should be a value between 1 and 255, and the function returns the corresponding character. The following formula, for example, returns the letter A:

=CHAR(65)

To demonstrate the opposing nature of the CODE and CHAR functions, try entering this formula:

=CHAR(CODE(“A”))

This formula, which is illustrative rather than useful, returns the letter A. First, it converts the character to its code value (65), and then it converts this code back to the corresponding character.

Assume that cell A1 contains the letter A (uppercase). The following formula returns the letter a (lowercase):

=CHAR(CODE(A1)+32)

This formula takes advantage of the fact that the alphabetic characters all appear in alphabetical order within the character set; lowercase letters follow uppercase letters (with a few other characters tossed in between). Each lowercase letter is exactly 32 character positions higher than its corresponding uppercase letter.

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Inserting Special Characters

If you need to insert special characters not found on your keyboard, you can use the Symbol dialog box (choose Insert Symbols Symbol). This dialog box simplifies inserting special characters (including Unicode characters) into cells. For example, you may want to display the Greek letter pi (π) in your worksheet. From the Symbol dialog box, select the Symbol font (see the accompanying figure). Examine the characters, locate the pi character, and click Insert. You’ll see (in the Character Code area of the Symbol dialog box) that this character has a numerical code of 112.

In addition, Excel has several built-in AutoCorrect symbols. For example, if you type (c) followed by a space or the Enter key, Excel converts it to a copyright symbol.

To see the other symbols that you can enter this way, display the AutoCorrect dialog box. To display this dialog box, choose File Options and select the Proofing tab in the Excel Options dialog box. Then click the AutoCorrect Options button. You can then scroll through the list to see which autocorrections are enabled (and delete those that you don’t want).

If you find that Excel makes an autocorrection that you don’t want, press Ctrl+Z immediately to undo the autocorrection.

Determining whether two strings are identical

You can create a simple logical formula to determine whether two cells contain the same entry. For example, use this formula to determine whether cell A1 has the same contents as cell A2:

=A1=A2

This formula will return either TRUE or FALSE, depending on the contents of cells A1 and A2. However, Excel is a bit lax in its comparisons when text is involved. Consider the case in which A1 contains the word January (initial capitalization), and A2 contains JANUARY (all uppercase).

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You’ll find that the previous formula returns TRUE even though the contents of the two cells are not really the same — the comparison is not case-sensitive.

Often, you don’t need to worry about the case of the text. If you need to make an exact, case-sensitive comparison, though, use the EXACT function. The following formula returns TRUE only if cells A1 and A2 contain exactly the same entry:

=EXACT(A1,A2)

When you compare text, be careful with trailing space characters, which are often difficult to identify. The following formula returns FALSE because the first string contains a trailing space:

=EXACT(“Canada “,”Canada”)

Joining two or more cells

Excel uses an ampersand (&) as its concatenation operator. Concatenation is simply a fancy term that describes what happens when you join the contents of two or more cells. For example, if cell A1 contains the text Tucson and cell A2 contains the text Arizona, the following formula will return TucsonArizona:

=A1&A2

Notice that the two strings are joined together without an intervening space. To add a space between the two entries (to get Tucson Arizona), use a formula like this one:

=A1&” “&A2

Or, even better, use a comma and a space to produce Tucson, Arizona:

=A1&”, “&A2

If you’d like to force the second string to be on a new line, concatenate the strings using CHAR(10), which inserts a line-break character. Also, make sure that you apply the Wrap Text format to the cell. The following example joins the text in cell A1 and the text in cell B1, with a line break in between:

=A1&CHAR(10)&B1

Tip

To apply Wrap Text formatting, select the cells and then choose Home Alignment Wrap Text. n

You can also concatenate characters returned by the CHAR function. The following formula returns the string Stop by concatenating four characters returned by the CHAR function:

=CHAR(83)&CHAR(116)&CHAR(111)&CHAR(112)

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Here’s a final example of using the & operator. In this case, the formula combines text with the result of an expression that returns the maximum value in column C:

=”The largest value in Column C is “ &MAX(C:C)

Note

Excel also has a CONCATENATE function, which takes up to 255 arguments. For example:

=CONCATENATE(A1,B1,C1,D1)

This function simply combines the arguments into a single string. You can use this function if you like, but using the & operator results in shorter formulas. n

Displaying formatted values as text

The TEXT function enables you to display a value in a specific number format. Figure 11.2 shows a simple worksheet. The formula in cell D3 is

=”The net profit is “ & B3

FIGURE 11.2

The formula in D3 doesn’t display the formatted number.

This formula essentially combines a text string with the contents of cell B3 and displays the result. Note, however, that the formula displays the contents of B3 as a raw value (no formatting). To improve readability, you might want to display the contents of B3 by using a Currency number format.

Note

Contrary to what you might expect, applying a number format to the cell that contains the formula has no effect. This is because the formula returns a string, not a value. n

Here’s a revised formula that uses the TEXT function to apply formatting to the value in B3:

=”The net profit is “ & TEXT(B3,” $#,##0”)

This formula displays the text along with a nicely formatted value:

The net profit is $230,794

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The second argument for the TEXT function consists of a standard Excel number format string. You can enter any valid number format code for this argument.

The preceding example uses a simple cell reference (B3). You can, of course, use an expression instead. Here’s an example that combines text with a number resulting from a computation:

=”Average Expenditure: “& TEXT(AVERAGE(A:A),”$#,##0.00”)

This formula might return a string such as Average Expenditure: $7,794.57.

Here’s another example that uses the NOW function (which returns the current date and time). The TEXT function displays the date and time, nicely formatted.

=”Report printed on “&TEXT(NOW(),”mmmm d, yyyy at h:mm AM/PM”)

The formula might display the following:

Report printed on March 22, 2010 at 3:23 PM

Cross-Reference

See Chapter 24 for details on Excel number formats. n

Displaying formatted currency values as text

The Excel DOLLAR function converts a number to text using the currency format. It takes two arguments: the number to convert, and the number of decimal places to display. The DOLLAR function uses the regional currency symbol (for example, a $).

You can sometimes use the DOLLAR function in place of the TEXT function. The TEXT function, however, is much more flexible because it doesn’t limit you to a specific number format.

The following formula returns Total: $1,287.37 (the second argument for the DOLLAR function specifies the number of decimal places):

=”Total: “&DOLLAR(1287.367, 2)

Note

If you’re looking for a function that converts a number into spelled out text (such as “One hundred twelve and 32/100”), you won’t find such a function. Well, Excel does have a function, BAHTTEXT — but it converts the number into the Thai language. The existence of this function in the English language version of Excel remains a mystery. n

Repeating a character or string

The REPT function repeats a text string (first argument) any number of times you specify (second argument). For example, this seasonal formula returns HoHoHo:

=REPT(“Ho”,3)

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You can also use this function to create crude vertical dividers between cells. This example displays a squiggly line, 20 characters in length:

=REPT(“~”,20)

Creating a text histogram

A clever use for the REPT function is to create a simple histogram (or frequency-distribution chart) directly in a worksheet. Figure 11.3 shows an example of such a histogram. You’ll find this type of graphical display especially useful when you need a visual summary of many values and a standard chart is unwieldy.

Cross-Reference

The Data Bars conditional formatting feature is a much better way to display a simple histogram directly in cells. See Chapter 20 for details. n

FIGURE 11.3

Using the REPT function to create a histogram in a worksheet range.

The formulas in column D graphically depict the sales numbers in column B by displaying a series of characters in the Wingdings font. This example uses character code 61 (an equal sign), which appears onscreen as a small floppy disc in the Wingdings font. A formula using the REPT function determines the number of characters displayed. The formula in cell D2 is

=REPT(“=”,B2/100)

Assign the Wingdings font to cells D2, and then copy the formulas down the column to accommodate all the data. Depending on the numerical range of your data, you may need to change the scaling. Experiment by replacing the 100 value in the formulas. You can substitute any character you like for the equal sign character in the formula to produce a different character in the chart.

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On the CD

The workbook shown in Figure 11.3 also appears on the companion CD-ROM. The file is named text histogram.xlsx.

Padding a number

You’re probably familiar with a common security measure (frequently used on printed checks) in which numbers are padded with asterisks on the right. The following formula displays the value in cell A1, along with enough asterisks to make a total of 24 characters:

=(A1 & REPT(“*”,24-LEN(A1)))

If you’d prefer to pad the number with asterisks on the left instead, use this formula:

=REPT(“*”,24-LEN(A1))&A1

The following formula displays 12 asterisks on both sides of the number:

=REPT(“*”,12)&A1&REPT(“*”,12)

The preceding formulas are a bit deficient because they don’t show any number formatting. This revised version displays the value in A1 (formatted), along with the asterisk padding on the right:

=(TEXT(A1,”$#,##0.00”)&REPT(“*”,24-LEN(TEXT(A1,”$#,##0.00”))))

Figure 11.4 shows this formula in action.

FIGURE 11.4

Using a formula to pad a number with asterisks.

You can also pad a number by using a custom number format. To repeat the next character in that format until it fills the column width, include an asterisk (*) in the custom number format code. For example, use this number format to pad the number with dashes:

$#,##0.00*-

To pad the number with asterisks, use two asterisks in the number-format code, like this:

$#,##0.00**

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Cross-Reference

See Chapter 24 for more information about custom number formats, including additional examples using the asterisk format code. n

Removing excess spaces and nonprinting characters

Often, data imported into an Excel worksheet contains excess spaces or strange (often unprintable) characters. Excel provides you with two functions to help whip your data into shape: TRIM and

CLEAN:

•TRIM removes all leading and trailing spaces and replaces internal strings of multiple spaces by a single space.

•CLEAN removes all nonprinting characters from a string. These “garbage” characters often appear when you import certain types of data.

This example uses the TRIM function. The formula returns Fourth Quarter Earnings (with no excess spaces):

Counting characters in a string

The LEN function takes one argument and returns the number of characters in the argument. For example, assume that the string September Sales is contained in cell A1. The following formula returns 15:

=LEN(A1)

Notice that space characters are included in the character count.

The following formula returns the total number of characters in the range A1:A3:

=LEN(A1)+LEN(A2)+LEN(A3)

Cross-Reference

You see example formulas that demonstrate how to count the number of specific characters within a string later in this chapter. Chapter 13 covers counting techniques further. n

Changing the case of text

Excel provides three handy functions to change the case of text:

•UPPER converts the text to ALL UPPERCASE.

•LOWER converts the text to all lowercase.

•PROPER converts the text to Proper Case (the first letter in each word is capitalized, as in a proper name).

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Transforming Data with Formulas

Many of the examples in this chapter describe how to use functions to transform data in some way. For example, you can use the UPPER function to transform text into uppercase. Often, you’ll want to replace the original data with the transformed data. Specifically, follow these steps:

1.Insert a new temporary column for formulas to transform the original data.

2.Create your formulas in the temporary column.

3.Select the formula cells.

4.Choose Home Clipboard Copy (or press Ctrl+C).

5.Select the original data cells.

6.Choose Home Clipboard Paste Values (V).

This procedure replaces the original data with the transformed data; then you can delete the temporary column that holds the formulas.

These functions are quite straightforward. The formula that follows, for example, converts the text in cell A1 to proper case.

=PROPER(A1)

If cell A1 contained the text MR. JOHN Q. PUBLIC, the formula would return Mr. John Q. Public.

These functions operate only on alphabetic characters; they simply ignore all other characters and return them unchanged.

These functions aren’t perfect, and they sometimes produce undesired results. For example, this formula returns Don’T:

=PROPER(“don’t”)

Apparently, the PROPER function is programmed to always capitalize the letter following an apostrophe. If the argument is “o’reilly”, the function works perfectly.

Extracting characters from a string

Excel users often need to extract characters from a string. For example, you may have a list of employee names (first and last names) and need to extract the last name from each cell. Excel provides several useful functions for extracting characters:

•LEFT returns a specified number of characters from the beginning of a string.

•RIGHT returns a specified number of characters from the end of a string.

•MID returns a specified number of characters beginning at any position within a string.

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The following formula returns the last 10 characters from cell A1; if A1 contains fewer than 10 characters, the formula returns all text in the cell:

=RIGHT(A1,10)

This next formula uses the MID function to return five characters from cell A1, beginning at character position 2. In other words, it returns characters 2–6.

=MID(A1,2,5)

The following example returns the text in cell A1 with only the first letter in uppercase. It uses the LEFT function to extract the first character and convert it to uppercase. This then concatenates to another string that uses the RIGHT function to extract all but the first character (converted to lowercase). Here’s what it looks like:

=UPPER(LEFT(A1))&RIGHT(LOWER(A1),LEN(A1)-1)

If cell A1 contained the text FIRST QUARTER, the formula would return First quarter.

Note

This is different than the result obtained using the PROPER function. The PROPER function makes the first character in each word uppercase. n

Replacing text with other text

In some situations, you may need a formula to replace a part of a text string with some other text. For example, you may import data that contains asterisks, and you need to convert the asterisks to some other character. You could use choose Home Editing Find & Select Replace to make the replacement. If you prefer a formula-based solution, you can take advantage of either of two functions:

•SUBSTITUTE replaces specific text in a string. Use this function when you know the character(s) to be replaced but not the position.

•REPLACE replaces text that occurs in a specific location within a string. Use this function when you know the position of the text to be replaced but not the actual text.

The following formula uses the SUBSTITUTE function to replace 2010 with 2011 in the string

2010 Budget. The formula returns 2011 Budget.

=SUBSTITUTE(“2010 Budget”,”2010”,”2011”)

The following formula uses the SUBSTITUTE function to remove all spaces from a string. In other words, it replaces all space characters with an empty string. The formula returns

2011OperatingBudget.

=SUBSTITUTE(“2011 Operating Budget”,” “,””)

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The following formula uses the REPLACE function to replace one character beginning at position 5 with nothing. In other words, it removes the fifth character (a hyphen) and returns Part544.

=REPLACE(“Part-544”,5,1,””)

Finding and searching within a string

The FIND and SEARCH functions enable you to locate the starting position of a particular substring within a string:

•FIND finds a substring within another text string and returns the starting position of the substring. You can specify the character position at which to begin searching. Use this function for case-sensitive text comparisons. Wildcard comparisons are not supported.

•SEARCH finds a substring within another text string and returns the starting position of the substring. You can specify the character position at which to begin searching. Use this function for non–case-sensitive text or when you need to use wildcard characters.

The following formula uses the FIND function and returns 7, the position of the first m in the string. Notice that this formula is case-sensitive.

=FIND(“m”,”Big Mama Thornton”,1)

The formula that follows, which uses the SEARCH function, returns 5, the position of the first m (either uppercase or lowercase):

=SEARCH(“m”,”Big Mama Thornton”,1)

You can use the following wildcard characters within the first argument for the SEARCH function:

•Question mark (?) matches any single character.

•Asterisk (*) matches any sequence of characters.

Tip

If you want to find an actual question mark or asterisk character, type a tilde (~) before the question mark or asterisk. n

The next formula examines the text in cell A1 and returns the position of the first three-character sequence that has a hyphen in the middle of it. In other words, it looks for any character followed by a hyphen and any other character. If cell A1 contains the text Part-A90, the formula returns 4.

=SEARCH(“?-?”,A1,1)

Searching and replacing within a string

You can use the REPLACE function in conjunction with the SEARCH function to replace part of a text string with another string. In effect, you use the SEARCH function to find the starting location used by the REPLACE function.

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