Formulas by data type:

Number Formulas deliver numbers results (numbers, times, dates).

Text Formulas deliver text results.
Logical Formulas deliver logical values, or Boolean values. These formulas deliver either a TRUE or a FALSE.
Formulas by calculation type:

Single Input-Output Formulas are formulas that operate on single inputs and deliver a single answer. These are the “Old S
formulas that have been around in Excel for the past 40 years and requires: 1) that you consider the different types of ce
references before you enter the formula, 2) that you enter the formula into one cell, and if the formula must be copied, 3
must manually copy the formula to other cells. This type of formula has single items entered into a function argument, lik
=FORMULATEXT(B1), or has single items on either side of an operator, like =A1*B1.

Array Formulas are formulas that have one or more array calculation internally in the formula, where the array calculatio
multiple items entered into a function argument, like =FORMULATEXT(B1:B4), or has multiple items on one or more sides
operator, like =A1*B1:B5, or A1:A5*B1, or A1:A5*B1:B5. This is the general term used to describe both types of array form

Scalar Array Formulas are array formulas that have one or more internal array calculations and deliver a single, scalar valu

Spilled Dynamic Array Formulas are array formulas that make one or more array calculations and deliver a spilled array o
answers to the worksheet.
Aggregate Formulas operate on an array of items and deliver a single answer.
Other Formulas:
Lookup formulas take a lookup value, find a match, and retrieve one or more values related to that match.
 1 Equal Sign
2 Cell References (cells, ranges, worksheet and workbook reference)
3 Table Formula Nomenclature
4 Worksheet Functions
5 Reference Operators (colon, space, comma)
6 Math, Comparative and Join Operators
7 Spilled Range Operator
8 Implicit Intersection Operator
9 Data Type Operator or Dot Operator
10 Text within quotation marks
11 Function argument elements
12 Hard Coded values: Numbers (if they won’t change) Array constants
Ex 1 Goal: Calculate the average customer rating, rounded to the tenth.
The rounded value will be used in other formulas.
Type of Formula: Number formula. Aggregate formula.
Formula Elements: Equal sign, range of cells (cell references and colon reference operator),
worksheet functions, hard coded number.

Customer Rating (1-5) Average Customer Rating Formula in cell D9:

3
2
3 Steps in formula calculation process for =ROUND(AVERAGE(B8:B16),1)
4 1. Colon reference operator with cell references get the range:
1 =ROUND(AVERAGE({3;2;3;4;1;3;2;5;2}),1)
3 2. Worksheet function AVERAGE to add up & divide by count:
2 =ROUND(2.77777777777778,1)
5 3. Hard coded number 1 instructs ROUND function to round to tenth:
2 =ROUND(2.77777777777778,1) è 2.8
Sheet Name:
#VALUE!
Ex 1 Goal: Calculate the average customer rating, rounded to the tenth.
The rounded value will be used in other formulas.
Type of Formula: Number formula. Aggregate formula.
Formula Elements: Equal sign, range of cells (cell references and colon reference operator),
worksheet functions, hard coded number.

Customer Rating (1-5) Average Customer Rating Formula in cell D9:

3 2.8 =ROUND(AVERAGE(B9:B17),1)
2
3 Steps in formula calculation process for =ROUND(AVERAGE(B8:B16),1)
4 1. Colon reference operator with cell references get the range:
1 =ROUND(AVERAGE({3;2;3;4;1;3;2;5;2}),1)
3 2. Worksheet function AVERAGE to add up & divide by count:
2 =ROUND(2.77777777777778,1)
5 3. Hard coded number 1 instructs ROUND function to round to tenth:
2 =ROUND(2.77777777777778,1) è 2.8
Sheet Name:
#VALUE!
Ex 2 Goal: Join last name to comma and space and then to first name, like: Last, First.
Type of Formula: Text formula. Single input-output formula.
Formula Elements: Equal sign, cell references, join operator (&),
Text within quotation marks.

Employee First Employee Last Last, First Formula in cell D8:

Booker Washington

Steps in formula calculation process for =C7&", "&B7

1. Retrieves what's in cell C7:
="Washington"&", "&B7
2. Joins comma and space to content of cell C7:
="Washington, "&B7
3. Retrieves what's in cell C7:
="Washington, "&"Booker"
4. Joins into one text item:
Washington, Booker
Sheet Name:
#VALUE!
Ex 2 Goal: Join last name to comma and space and then to first name, like: Last, First.
Type of Formula: Text formula. Single input-output formula.
Formula Elements: Equal sign, cell references, join operator (&),
Text within quotation marks.

Employee First Employee Last Last, First Formula in cell D8:

Booker Washington Washington, Booker =C8&", "&B8

Steps in formula calculation process for =C7&", "&B7

1. Retrieves what's in cell C7:
="Washington"&", "&B7
2. Joins comma and space to content of cell C7:
="Washington, "&B7
3. Retrieves what's in cell C7:
="Washington, "&"Booker"
4. Joins into one text item:
Washington, Booker
Sheet Name:
#VALUE!
Ex 3 Goal: Determine if Debits = Credits
Type of Formula: Logical formula. Single input-output formula.
Formula Elements: Equal sign, cell reference,
equal sign (as comparative operator), cell reference

Debit (DR) Credit (CR) In Balance? Formula in cell E8:

35.74 35.74 FALSE =B14=C14
73.61 73.61
113.08 113.08
100.5 100.5 Steps for calculation of =B14=C14
17.7 17.7 1. Retrieves what's in cell B14:
107.38 107.38 =448=C14
448 448 2. Retrieves what's in cell C14:
=448=448.01
Formula in cell B14: Formula in cell C14: 3. Runs Comparative Operator:
=SUM(B8:B13) =SUM(C8:C13) FALSE
Sheet Name:
#VALUE!
Ex 3 Goal: Determine if Debits = Credits
Type of Formula: Logical formula. Single input-output formula.
Formula Elements: Equal sign, cell reference,
equal sign (as comparative operator), cell reference

Debit (DR) Credit (CR) In Balance? Formula in cell E8:

35.74 35.74
73.61 73.61
113.08 113.08
100.5 100.5 Steps for calculation of =B14=C14
17.7 17.7 1. Retrieves what's in cell B14:
107.38 107.38 =448=C14
448 448 2. Retrieves what's in cell C14:
=448=448.01
Formula in cell B14: Formula in cell C14: 3. Runs Comparative Operator:
=SUM(B8:B13) =SUM(C8:C13) FALSE
Sheet Name:
#VALUE!
Ex 4 Goal: Calculate Cost of Goods Sold (COGS) = (Begin Units - End Units)*Cost Each
Type of Formula: Number formula. Spilled dynamic array formula.
Formula Elements: Equal sign, range of cells (cell references and colon reference operator),
math operators (parentheses, subtraction, multiplication)
Product Begin Units End Units Cost Each ($) COGS ($) Formula in cell F8:
Aspen 114 45 10
Quad 146 117 20
Carlota 108 102 15
Bellen 61 47 10
Sunset 54 51 12
Steps for calculation of =(C8:C12-D8:D12)*E8:E12
1. Calculate everything inside parentheses:
=(C8:C12-D8:D12)*E8:E12
2. Evaluate Range 1 and Range 2:
=({114;146;108;61;54}-{45;117;102;47;51})*E8:E12
3. Subtract:
=({114-45;146-117;108-102;61-47;54-51})*E8:E12
4. To get:
={69, 29, 6, 14, 3}*E8:E12
5. Evaluate Range 3:
={69;29;6;14;3}*{10;20;15;10;12}
6. Multiply:
={69*10;29*20;6*15;14*10;3*12}
7. To get spilled result:
={690;580;90;140;36}
Sheet Name:
#VALUE!
Ex 4 Goal: Calculate Cost of Goods Sold (COGS) = (Begin Units - End Units)*Cost Each
Type of Formula: Number formula. Dynamic spilled array formula.
Formula Elements: Equal sign, range of cells (cell references and colon reference operator),
math operators (parentheses, subtraction, multiplication)
Product Begin Units End Units Cost Each ($) COGS ($) Formula in cell F8:
Aspen 114 45 10 690 {=(C8:C12-D8:D12)*E8:E12}
Quad 146 117 20 580
Carlota 108 102 15 90
Bellen 61 47 10 140
Sunset 54 51 12 36
Steps for calculation of =(C8:C12-D8:D12)*E8:E12
1. Calculate everything inside parentheses:
=(C8:C12-D8:D12)*E8:E12
2. Evaluate Range 1 and Range 2:
=({114;146;108;61;54}-{45;117;102;47;51})*E8:E12
3. Subtract:
=({114-45;146-117;108-102;61-47;54-51})*E8:E12
4. To get:
={69, 29, 6, 14, 3}*E8:E12
5. Evaluate Range 3:
={69;29;6;14;3}*{10;20;15;10;12}
6. Multiply:
={69*10;29*20;6*15;14*10;3*12}
7. To get spilled result:
={690;580;90;140;36}
Sheet Name:
#VALUE!
Ex 5 Goal: Calculate Cost of Goods Sold (COGS) = (Begin Units - End Units)*Cost Each
Type of Formula: Number formula. Single input-output formulas.
Formula Elements: Equal sign, relative cell references,
math operators (parentheses, subtraction, multiplication)

Product Begin Units End Units Cost Each ($) COGS ($) COGS ($) Formula in cell F8:
Aspen 114 45 10
Quad 146 117 20
Carlota 108 102 15
Bellen 61 47 10
Sunset 54 51 12
Sheet Name:
#VALUE!
Ex 5 Goal: Calculate Cost of Goods Sold (COGS) = (Begin Units - End Units)*Cost Each
Type of Formula: Number formula. Single input-output formulas.
Formula Elements: Equal sign, relative cell references,
math operators (parentheses, subtraction, multiplication)

Product Begin Units End Units Cost Each ($) COGS ($) COGS ($) Formula in cell F8:
Aspen 114 45 10 690 =(C8-D8)*E8
Quad 146 117 20 580
Carlota 108 102 15 90
Bellen 61 47 10 140
Sunset 54 51 12 36
Sheet Name:
#VALUE!
Ex 6 Goal: Calculate Cost of Goods Sold (COGS) = (Begin Units - End Units)*Cost Each
Type of Formula: Number formula. Single input-output formula.
Formula Elements: Equal sign, table formula nomenclature relative cell reference with implicit
intersection operator, math operators (parentheses, subtraction, multiplication)

Product Begin Units End Units Cost Each ($) COGS ($) COGS ($) Formula in cell F8:
Aspen 114 45 10
Quad 146 117 20
Carlota 108 102 15
Bellen 61 47 10
Sunset 54 51 12
Sheet Name:
#VALUE!
Ex 6 Goal: Calculate Cost of Goods Sold (COGS) = (Begin Units - End Units)*Cost Each
Type of Formula: Number formula. Single input-output formula.
Formula Elements: Equal sign, table formula nomenclature relative cell reference with implicit
intersection operator, math operators (parentheses, subtraction, multiplication)

Product Begin Units End Units Cost Each ($) COGS ($) COGS ($) Formula in cell F8:
Aspen 114 45 10 690 =(UnitsTableEx10Answer[[#This Row],[Begin U
Quad 146 117 20 580
Carlota 108 102 15 90
Bellen 61 47 10 140
Sunset 54 51 12 36
swer[[#This Row],[Begin Units]]-UnitsTableEx10Answer[[#This Row],[End Units]])*UnitsTableEx10Answer[[#This Row],[Cost Each ($)]]
 Sheet Name:
#VALUE!

s Row],[Cost Each ($)]]

Ex Goal: Extract top 5 Score from the combined Mid-Term and Final test columns.
#7 Formula Type #1: Number formula. Spilled dynamic array formula.
Formula #1 Elements: Equal sign, cell reference, SEQUENCE array worksheet function.
Formula Type #2: Number Formula. Aggregate formula. Spilled dynamic array formula.
Formula #2 Elements: Equal sign, LARGE worksheet function, parentheses to facilitate comma operator,
comma reference operator, colon reference operator, range of cells, spilled range operator (#).

Test 1 Test 2 Mid-Term Test 3 Test 4 Final Top? 5

51.8 57.7 81.7 3.1 36.6 6.1
22.8 22.5 98.3 53.7 48.6 60.3 Number Score
84.4 48.3 79.5 12.7 12.0 25.3
82.0 45.0 75.1 27.5 96.3 79.8
66.9 31.9 99.1 32.1 3.1 39.9
18.4 74.3 16.6 6.4 47.2 70.7
57.0 78.9 68.1 98.1 68.7 81.6
44.6 33.1 30.7 90.9 3.2 21.3

Steps for calculation of =LARGE((D10:D17,G10:G17),I12#) in cell J12:

1. Calculate everything inside parentheses:
=LARGE((D10:D17,G10:G17),I11#)
2. Colon reference operator gets all values between the start cell & end cell for ranges D10:D17 & G10:G17:
=LARGE({81.7;98.3;79.5;75.1;99.1;16.6;68.1;30.7} , {6.1;60.3;25.3;79.8;39.9;70.7;81.6;21.3},I12#)
3. Comma reference operator inside parentheses combine the Mid-Term and Final columns:
=LARGE({81.7;98.3;79.5;75.1;99.1;16.6;68.1;30.7;6.1;60.3;25.3;79.8;39.9;70.7;81.6;21.3},I12#)
4. Spilled range operator (#) retrieves sequence of numbers from cell I11:
=LARGE({81.7;98.3;79.5;75.1;99.1;16.6;68.1;30.7;6.1;60.3;25.3;79.8;39.9;70.7;81.6;21.3},{1;2;3;4;5})
5. LARGE makes a function argument array calculation to find and then spill the 5 values:
99.1; 98.3; 81.7; 81.6; 79.8
 l test columns.

y worksheet function.
dynamic array formula.
rentheses to facilitate comma operator,
ells, spilled range operator (#).

Formula #1 in cell I12:

Formula #2 in cell J12:

l & end cell for ranges D10:D17 & G10:G17:

;25.3;79.8;39.9;70.7;81.6;21.3},I12#)
Mid-Term and Final columns:
.3;79.8;39.9;70.7;81.6;21.3},I12#)

.3;79.8;39.9;70.7;81.6;21.3},{1;2;3;4;5})
d then spill the 5 values:
Sheet Name:
#VALUE!
Ex Goal: Extract top 5 Score from the combined Mid-Term and Final test columns.
#7 Formula Type #1: Number formula. Dynamic spilled array formula.
Formula #1 Elements: Equal sign, cell reference, SEQUENCE array worksheet function.
Formula Type #2: Number Formula. Aggregate formula. Dynamic spilled array formula.
Formula #2 Elements: Equal sign, LARGE worksheet function, parentheses to facilitate comma operator,
comma reference operator, colon reference operator, range of cells, spilled range operator (#).

Test 1 Test 2 Mid-Term Test 3 Test 4 Final Top? 5

51.8 57.7 81.7 3.1 36.6 6.1
22.8 22.5 98.3 53.7 48.6 60.3 Number Score
84.4 48.3 79.5 12.7 12.0 25.3 #NAME? ###
82.0 45.0 75.1 27.5 96.3 79.8 #NAME? ###
66.9 31.9 99.1 32.1 3.1 39.9 #NAME? ###
18.4 74.3 16.6 6.4 47.2 70.7 #NAME? ###
57.0 78.9 68.1 98.1 68.7 81.6 #NAME? ###
44.6 33.1 30.7 90.9 3.2 21.3

Steps for calculation of =LARGE((D10:D17,G10:G17),I12#) in cell J12:

1. Calculate everything inside parentheses:
=LARGE((D10:D17,G10:G17),I11#)
2. Colon reference operator gets all values between the start cell & end cell for ranges D10:D17 & G10:G17:
=LARGE({81.7;98.3;79.5;75.1;99.1;16.6;68.1;30.7} , {6.1;60.3;25.3;79.8;39.9;70.7;81.6;21.3},I12#)
3. Comma reference operator inside parentheses combine the Mid-Term and Final columns:
=LARGE({81.7;98.3;79.5;75.1;99.1;16.6;68.1;30.7;6.1;60.3;25.3;79.8;39.9;70.7;81.6;21.3},I12#)
4. Spilled range operator (#) retrieves sequence of numbers from cell I11:
=LARGE({81.7;98.3;79.5;75.1;99.1;16.6;68.1;30.7;6.1;60.3;25.3;79.8;39.9;70.7;81.6;21.3},{1;2;3;4;5})
5. LARGE makes a function argument array calculation to find and then spill the 5 values:
99.1; 98.3; 81.7; 81.6; 79.8
 l test columns.

y worksheet function.
c spilled array formula.
rentheses to facilitate comma operator,
ells, spilled range operator (#).

Formula #1 in cell I12:

{=_xlfn.sequence(J9)}
Formula #2 in cell J12:
{=LARGE((D10:D17~G10:G17),_xlfn.anchorarray(I12))}

l & end cell for ranges D10:D17 & G10:G17:

;25.3;79.8;39.9;70.7;81.6;21.3},I12#)
Mid-Term and Final columns:
.3;79.8;39.9;70.7;81.6;21.3},I12#)

.3;79.8;39.9;70.7;81.6;21.3},{1;2;3;4;5})
d then spill the 5 values:
Sheet Name:
#VALUE!
Ex Goal: Add top three times. Then rank from biggest to smallest. "Top three" will not change.
#8 Formula Type #1: Number formula. Aggregate Formula. Scalar array formula.
Formula #1 Elements: Equal sign, SUM function, LARGE Function, relative range of cells, array constant.
Formula Type #2: Number formula. Dynamic spilled array formula.
Formula #2 Elements: Equal sign, RANK.EQ worksheet function, range of cells.
Formula #1 in cell H12:
Times in seconds:
Thrower Time 1 Time 2 Time 3 Time 4 Time 5 Add Top 3 Rank
Bower 0.00 86.87 92.40 80.89 85.09
Kavanaugh 72.09 108.27 73.70 93.34 0.00
Washington 55.26 85.96 89.82 34.85 31.66
Rose 88.21 62.77 99.25 6.82 43.69
Kinder 19.50 20.13 60.34 37.19 36.49
Gix 78.30 47.64 104.85 68.31 13.35
Steps for calculation of =SUM(LARGE(C12:G12,{1,2,3})) Steps for calculation of =RANK.EQ(H12:H17,H12:H17)
1. Array constant instructs LARGE to get the 3 biggest. 1. First argument in RANK.EQ contains numbers to rank.
This is a function argument array calculation. This is a function argument array calculation.
=SUM(LARGE(C12:G12,{1,2,3})) =RANK.EQ({264.36;275.31;231.04;113.38;134.02;251.46}
2. LARGE spills top 3 numbers into SUM function. ,H12:H17)
=SUM({92.4,86.87,85.09}) 2. Second argument in RANK.EQ has numbers to rank against
where: =RANK.EQ({264.36;275.31;231.04;113.38;134.02;251.46}
1st biggest = 92.4 {264.36;275.31;231.04;113.38;134.02;251.46})
2nd biggest = 86.87 3. RANK.EQ spills default rank of biggest to smallest.
3rd biggest = 85.09 2; 1; 4; 6; 5; 3
3. SUM aggregates to get sum.
264.36
ells, array constant.

Formula #2 in cell I12:

=RANK.EQ(H12:H17,H12:H17)
NK.EQ contains numbers to rank.
gument array calculation.
275.31;231.04;113.38;134.02;251.46}

RANK.EQ has numbers to rank against.

275.31;231.04;113.38;134.02;251.46},
.04;113.38;134.02;251.46})
lt rank of biggest to smallest.
Sheet Name:
#VALUE!
Ex Goal: Add top three times. Then rank from biggest to smallest. "Top three" will not change.
#8 Formula Type #1: Number formula. Aggregate Formula. Scalar array formula.
Formula #1 Elements: Equal sign, SUM function, LARGE Function, relative range of cells, array constant.
Formula Type #2: Number formula. Dynamic spilled array formula.
Array Constant {1,2,3}
Formula #2 Elements: Equal sign, RANK.EQ worksheet function, range of cells.
Formula #1 in cell H12:
Times in seconds: {=SUM(LARGE(C12:G12,{1,2,3}))}
Thrower Time 1 Time 2 Time 3 Time 4 Time 5 Add Top 3 Rank
Bower 0.00 86.87 92.40 80.89 85.09 264.36 2
Kavanaugh 72.09 108.27 73.70 93.34 0.00 275.31 1
Washington 55.26 85.96 89.82 34.85 31.66 231.04 5
Rose 88.21 62.77 99.25 6.82 43.69 250.23 4
Kinder 19.50 20.13 60.34 37.19 36.49 134.02 6
Gix 78.30 47.64 104.85 68.31 13.35 251.46 3
Steps for calculation of =SUM(LARGE(C12:G12,{1,2,3})) Steps for calculation of =RANK.EQ(H12:H17,H12:H17)
1. Array constant instructs LARGE to get the 3 biggest. 1. First argument in RANK.EQ contains numbers to rank.
This is a function argument array calculation. This is a function argument array calculation.
=SUM(LARGE(C12:G12,{1,2,3})) =RANK.EQ({264.36;275.31;231.04;113.38;134.02;251.46}
2. LARGE spills top 3 numbers into SUM function. ,H12:H17)
=SUM({92.4,86.87,85.09}) 2. Second argument in RANK.EQ has numbers to rank against
where: =RANK.EQ({264.36;275.31;231.04;113.38;134.02;251.46}
1st biggest = 92.4 {264.36;275.31;231.04;113.38;134.02;251.46})
2nd biggest = 86.87 3. RANK.EQ spills default rank of biggest to smallest.
3rd biggest = 85.09 2; 1; 4; 6; 5; 3
3. SUM aggregates to get sum.
264.36
ells, array constant.

Array Constant {1,2,3}

E(C12:G12,{1,2,3}))}
Formula #2 in cell I12:
{=RANK.EQ(H12:H17,H12:H17)}

=RANK.EQ(H12:H17,H12:H17)
NK.EQ contains numbers to rank.
gument array calculation.
275.31;231.04;113.38;134.02;251.46}

RANK.EQ has numbers to rank against.

275.31;231.04;113.38;134.02;251.46},
.04;113.38;134.02;251.46})
lt rank of biggest to smallest.
Sheet Name:
#VALUE!
Array constant syntax:
Curly Brackets house the array: { }
Comma means column ,
Semi-colon means row ;
Array constant of column values: 1 2 3
D8: {={1,2,3}}
Array constant of row values: 1
D10: {={1;2;3}} 2
3
Array constant of table values: 1 Jan
D14: {={1,"Jan";2,"Feb";3,"Mar"}} 2 Feb
3 Mar
Array constant = hard coded array of column values, row values or table values.
Ex Goal: Lookup product price using XLOOKUP function.
#9 Formula Type: Lookup formula that delivers a number. Single input-output formula.
Formula Elements: Equal sign, XLOOKUP function, cell reference, range of cells, text in quotes.
Invoicing Calculation:
Product Units Price ($)
Quad 144
Product Flight Range (m) Price ($) Cost ($)
Aspen 25 24.95 13.47
Carlota 22 26.95 12.67
Quad 20 43.95 21.54
Yanaki 30 27.95 14.81
mber. Single input-output formula.
cell reference, range of cells, text in quotes.

Formula in cell D9:

< == Lookup Table

Ex Goal: Lookup product price using XLOOKUP function.
#9 Formula Type: Lookup formula that delivers a number. Single input-output formula.
Formula Elements: Equal sign, XLOOKUP function, cell reference, range of cells, text in quotes.
Invoicing Calculation:
Product Units Price ($)
Quad 144 43.95
Product Flight Range (m) Price ($) Cost ($)
Aspen 25 24.95 13.47
Carlota 22 26.95 12.67
Quad 20 43.95 21.54
Yanaki 30 27.95 14.81
mber. Single input-output formula.
cell reference, range of cells, text in quotes.

Formula in cell D9:

=_xlfn.xlookup(B9,B12:B15,D12:D15,"Not Found")
< == Lookup Table
Ex Goal: Lookup a a Month Column, then Add.
#10 Formula Type: Number Formula (that contains a lookup element). Scalar Array Formulas.
Formula Elements: Equal Sign, SUM & XLOOKUP Worksheet Functions, Cell Reference, Range of Cells.
Jan Feb Mar Apr Lookup Month Feb Total
21,704.52 10,672.77 11,987.75 11,654.43 Feb
1,604.38 21,158.82 14,929.82 18,194.66
3,536.33 7,226.97 13,059.04 25,213.06 Formula in cell H7:
27,354.21 10,693.79 24,935.78 5,844.56
22,394.95 15,938.61 19,165.14 5,523.23
2,820.34 22,778.17 12,240.00 10,999.83 Steps for calculation of =SUM(XLOOKUP(G7,B6:E6,B7:E17))
11,432.23 4,272.76 19,785.72 4,032.27 1. XLOOKUP searches for "Feb" in column array B6:E6.
16,217.27 21,835.95 24,855.78 9,270.93 Note: "Feb" is in the 2nd relative position,
8,617.16 2,908.59 29,276.89 28,564.07 which is the 2nd column in the range B6:E6.
2,095.04 28,853.64 27,587.91 7,965.32 =SUM(XLOOKUP("Feb",{"Jan","Feb","Mar","Apr"},B7:E17))
10,548.20 13,961.18 21,075.38 1,395.63 2. XLOOKUP looks for the 2nd column in the table array B7:E17,
which has has 4 columns and 11 rows.
XLOOKUP picks out the the second column and all 11 rows.
=SUM({10672.77;21158.82;7226.97;10693.79;15938.61;
22778.17;4272.76;21835.95;2908.59;28853.64;13961.18})
4. Sum adds the 11 row values to get:
160301.25
rray Formulas.
l Reference, Range of Cells.

ula in cell H7:

=SUM(XLOOKUP(G7,B6:E6,B7:E17))
r "Feb" in column array B6:E6.
2nd relative position,
umn in the range B6:E6.
b",{"Jan","Feb","Mar","Apr"},B7:E17))
e 2nd column in the table array B7:E17,
mns and 11 rows.
he the second column and all 11 rows.
158.82;7226.97;10693.79;15938.61;
1835.95;2908.59;28853.64;13961.18})
values to get:
Ex Goal: Lookup a a Month Column, then Add.
#10 Formula Type: Number Formula (that contains a lookup element). Scalar Array Formulas.
Formula Elements: Equal Sign, SUM & XLOOKUP Worksheet Functions, Cell Reference, Range of Cells.
Jan Feb Mar Apr Lookup Month Feb Total
21,704.52 10,672.77 11,987.75 11,654.43 Feb 160,301.25
1,604.38 21,158.82 14,929.82 18,194.66
3,536.33 7,226.97 13,059.04 25,213.06 Formula in cell H7:
27,354.21 10,693.79 24,935.78 5,844.56 =SUM(_xlfn.xlookup(G7,B6:E6,B7:E17))
22,394.95 15,938.61 19,165.14 5,523.23
2,820.34 22,778.17 12,240.00 10,999.83 Steps for calculation of =SUM(XLOOKUP(G7,B6:E6,B7:E17))
11,432.23 4,272.76 19,785.72 4,032.27 1. XLOOKUP searches for "Feb" in column array B6:E6.
16,217.27 21,835.95 24,855.78 9,270.93 Note: "Feb" is in the 2nd relative position,
8,617.16 2,908.59 29,276.89 28,564.07 which is the 2nd column in the range B6:E6.
2,095.04 28,853.64 27,587.91 7,965.32 =SUM(XLOOKUP("Feb",{"Jan","Feb","Mar","Apr"},B7:E17))
10,548.20 13,961.18 21,075.38 1,395.63 2. XLOOKUP looks for the 2nd column in the table array B7:E17,
which has has 4 columns and 11 rows.
XLOOKUP picks out the the second column and all 11 rows.
=SUM({10672.77;21158.82;7226.97;10693.79;15938.61;
22778.17;4272.76;21835.95;2908.59;28853.64;13961.18})
4. Sum adds the 11 row values to get:
160301.25
 rray Formulas.
l Reference, Range of Cells.

ula in cell H7:

M(_xlfn.xlookup(G7,B6:E6,B7:E17))

=SUM(XLOOKUP(G7,B6:E6,B7:E17))
r "Feb" in column array B6:E6.
2nd relative position,
umn in the range B6:E6.
b",{"Jan","Feb","Mar","Apr"},B7:E17))
e 2nd column in the table array B7:E17,
mns and 11 rows.
he the second column and all 11 rows.
158.82;7226.97;10693.79;15938.61;
1835.95;2908.59;28853.64;13961.18})
values to get:
Ex Goal: List classes for each student.
#11 Formula Type: Lookup formula that delivers text values. Dynamic spilled array formula that will be copied.
Formula Elements: Equal sign, FILTER worksheet array function, absolute range of cells,
comparative operator, relative cell reference.
Student Class Grade List Classes For students:
Chantel Cann Busn 135 3.5
Chantel Cann Busn 101 3.1 #NAME? #NAME?
Chantel Cann Busn 216 3.4
Ty Worthy ENGL 101 2.9
Ty Worthy Busn 135 3.5
Ty Worthy Busn 210 2.9
Formula entered into F10 & copied through F10:G10.

Steps for calculation of =FILTER($C$8:$C$13,$B$8:$B$13=F9) in cell F10:

1. Second argumnet in FILTER funcion runs a logical test on the Student column and asks: Is student Chantel Cann?
=FILTER($C$8:$C$13,
{"Chantel Cann";"Chantel Cann";"Chantel Cann";"Ty Worthy";"Ty Worthy";"Ty Worthy"}="Chantel Cann")
2. The Student column evaulates to TRUE for each row that where the student is "Chantel Cann".
=FILTER($C$8:$C$13,{TRUE;TRUE;TRUE;FALSE;FALSE;FALSE})
3. FILTER sees the pattern of TRUE values and uses it to filter the Student column.
=FILTER({"Busn 135";"Busn 101";"Busn 216";"ENGL 101";"Busn 135";"Busn 210"},
{TRUE;TRUE;TRUE;FALSE;FALSE;FALSE})
4. FILTER spilles the results down the rows: Busn 135; Busn 101; Busn 216
spilled array formula that will be copied.
bsolute range of cells,

nto F10 & copied through F10:G10.

dent column and asks: Is student Chantel Cann?

;"Ty Worthy";"Ty Worthy"}="Chantel Cann")

the student is "Chantel Cann".

tudent column.
135";"Busn 210"},

; Busn 216
Error if you try both names:
#NAME?
 RxC RxC
6x2 3x2
#NAME?

#NAME? #NAME?
#NAME?
#NAME? #NAME?

0 0
0 0
0 0
0 0
0 0
0 0
0
0
0
0
0
Ex Goal: List classes for each student.
#11 Formula Type: Lookup formula that delivers text values. Dynamic spilled array formula that will be copied.
Formula Elements: Equal sign, FILTER worksheet array function, absolute range of cells,
comparative operator, relative cell reference.
Student Class Grade List Classes For students:
Chantel Cann Busn 101 3.1
Chantel Cann Busn 135 3.5 #NAME? #NAME?
Ty Worthy Busn 135 3.5 #NAME? #NAME?
Ty Worthy Busn 210 2.9 #NAME? #NAME?
Chantel Cann Busn 216 3.4 #NAME? #NAME?
Ty Worthy ENGL 101 2.9
Formula entered into F10 & copied through F10:G10.
{=_xlfn._xlws.filter($C$8:$C$13,$B$8:$B$13=F9)}
Steps for calculation of =FILTER($C$8:$C$13,$B$8:$B$13=F9) in cell F10:
1. Second argumnet in FILTER funcion runs a logical test on the Student column and asks: Is student Chantel Cann?
=FILTER($C$8:$C$13,
{"Chantel Cann";"Chantel Cann";"Chantel Cann";"Ty Worthy";"Ty Worthy";"Ty Worthy"}="Chantel Cann")
2. The Student column evaulates to TRUE for each row that where the student is "Chantel Cann".
=FILTER($C$8:$C$13,{TRUE;TRUE;TRUE;FALSE;FALSE;FALSE})
3. FILTER sees the pattern of TRUE values and uses it to filter the Student column.
=FILTER({"Busn 135";"Busn 101";"Busn 216";"ENGL 101";"Busn 135";"Busn 210"},
{TRUE;TRUE;TRUE;FALSE;FALSE;FALSE})
4. FILTER spilles the results down the rows: Busn 101; Busn 135; Busn 216
spilled array formula that will be copied.
bsolute range of cells,

nto F10 & copied through F10:G10.

r($C$8:$C$13,$B$8:$B$13=F9)}

dent column and asks: Is student Chantel Cann?

;"Ty Worthy";"Ty Worthy"}="Chantel Cann")

the student is "Chantel Cann".

tudent column.
135";"Busn 210"},

; Busn 216
Error if you try both names:
#NAME?
 RxC RxC
6x2 3x2
#NAME?

#NAME? #NAME?
#NAME?
#NAME? #NAME?

#NAME? #NAME?
#NAME? #NAME?
#NAME? #NAME?
#NAME? #NAME?
#NAME? #NAME?
#NAME? #NAME?
0
0
0
0
0
Ex Goal: Create formula report for total sales and total costs.
#12 Formula Type: Number formula. Dynamic spilled array formula that will be copied.
Formula Elements: Equal sign, SUMIFS worksheet function, relative range of cells,
absolute range of cells, absolute cell references with spilled range operator (#)
Date Product Sales ($) Cost ($) Product Total Sales ($) Total Costs ($)
8/12/2020 Quad 4,024.80 2,092.32 #NAME?
8/12/2020 Aspen 1,143.90 686.34 #NAME?
8/12/2020 Sunshine 1,161.50 569.64 #NAME?
8/12/2020 Yanaki 1,640.00 770.80 #NAME?
8/12/2020 Carlota 2,616.25 1,099.00 #NAME?
8/13/2020 Quad 3,144.75 1,415.40
8/13/2020 Aspen 1,046.25 606.75
8/13/2020 Sunshine 1,671.60 986.16 Formula entered into H8 & copied to I8.
8/13/2020 Yanaki 1,632.00 979.20
8/13/2020 Carlota 1,171.10 702.66
8/17/2020 Quad 3,159.16 1,642.76
8/17/2020 Aspen 3,461.56 1,730.78
8/17/2020 Sunshine 2,710.27 1,463.55
8/17/2020 Yanaki 4,798.18 2,543.04
8/17/2020 Carlota 3,891.44 2,179.21
Steps for calculation of =SUMIFS(D8:D22,$C$8:$C$22,$G$8#) in cell H8:
1. Second argument of SUMIFS evaluates the list of criteria for adding.
This is a function argument array calculation, where SUMIFS adds to get total for each product.
=SUMIFS(D8:D22,$C$8:$C$22,{"Aspen";"Carlota";"Quad";"Sunshine";"Yanaki"})
2. SUMIFS uses the criteria to get a total for each product, then spills the values down the rows.
5651.71; 7678.79; 10328.71; 5543.37; 8070.18
Ex Goal: Create formula report for total sales and total costs.
#12 Formula Type: Number formula. Dynamic spilled array formula that will be copied.
Formula Elements: Equal sign, SUMIFS worksheet function, relative range of cells,
absolute range of cells, absolute cell references with spilled range operator (#)
Date Product Sales ($) Cost ($) Product Total Sales ($) Total Costs ($)
8/12/2020 Quad 4,024.80 2,092.32 #NAME? #NAME? #NAME?
8/12/2020 Aspen 1,143.90 686.34 #NAME? #NAME? #NAME?
8/12/2020 Sunshine 1,161.50 569.64 #NAME? #NAME? #NAME?
8/12/2020 Yanaki 1,640.00 770.80 #NAME? #NAME? #NAME?
8/12/2020 Carlota 2,616.25 1,099.00 #NAME? #NAME? #NAME?
8/13/2020 Quad 3,144.75 1,415.40
8/13/2020 Aspen 1,046.25 606.75
8/13/2020 Sunshine 1,671.60 986.16 Formula entered into H8 & copied to I8.
8/13/2020 Yanaki 1,632.00 979.20 {=SUMIFS(D8:D22,$C$8:$C$22,_xlfn.anchorarray($G$8))}
8/13/2020 Carlota 1,171.10 702.66
8/17/2020 Quad 3,159.16 1,642.76
8/17/2020 Aspen 3,461.56 1,730.78
8/17/2020 Sunshine 2,710.27 1,463.55
8/17/2020 Yanaki 4,798.18 2,543.04
8/17/2020 Carlota 3,891.44 2,179.21
Steps for calculation of =SUMIFS(D8:D22,$C$8:$C$22,$G$8#) in cell H8:
1. Second argument of SUMIFS evaluates the list of criteria for adding.
This is a function argument array calculation, where SUMIFS adds to get total for each product.
=SUMIFS(D8:D22,$C$8:$C$22,{"Aspen";"Carlota";"Quad";"Sunshine";"Yanaki"})
2. SUMIFS uses the criteria to get a total for each product, then spills the values down the rows.
5651.71; 7678.79; 10328.71; 5543.37; 8070.18
rarray($G$8))}
Ex Goal: Determine whether to extend credit to a customer based on last year's sales and a credit rating.
#13 There are two rules that the company uses.
Formula Type: Logical formula. Single input-output formula.
Formula Elements: Equal sign, AND worksheet function, comparative operators (>=, >), mixed cell reference
with column locked, absolute cell reference, relative cell reference, mixed cell reference with row locked.
Hurdles >> Sales Rating1 Rating2
50,000 2.5 4.5
Customer Credit Analysis For Accounts Receivable

Extend Credit Rule #1:

Credit Credit Sales>=$50,000.00
Customer Sales Rating 1 Rating 2 Credit Rating 1>2.5
Customer 1 90,550 5 7.4
Customer 2 41,255 5 5.9
Customer 3 56,241 3.3 4.4
Customer 4 69,920 1.2 2.4
Formula entered into F13 & copied through F13:G16:

Steps for calculation of =AND($C13>=$C$9,D13>D$9) in cell F13:

1. AND evaluates the first logical test.
=AND($C13>=$C$9,D13>D$9) è =AND(90550>=50000,D13>D$9) è =AND(TRUE,D13>D$9)
2. AND evaluates the second logical test.
=AND(TRUE,D13>D$9) è =AND(TRUE,5>2.5) è =AND(TRUE,TRUE)
3. Because all the logical tests in the arguments of the AND function are TRUE, AND reports a TRUE.
TRUE
ear's sales and a credit rating.

erators (>=, >), mixed cell reference

ed cell reference with row locked.

eceivable

Extend Credit Rule #2:

Sales>=$50,000.00
Credit Rating 2>4.5 Spilled array formula for both Rules:
1 1
0 0
1 0
0 0
F13 & copied through F13:G16: Formula entered into J13 & automatically spills to J13:K16:
{=(C13:C16>=C9)*(D13:E16>D9:E9)}

=AND(TRUE,D13>D$9)

TRUE, AND reports a TRUE.

 But the AND function can not do this.

tomatically spills to J13:K16:

Ex Goal: Determine whether to extend credit to a customer based on last year's sales and a credit rating.
#13 There are two rules that the company uses.
Formula Type: Logical formula. Single input-output formula.
Formula Elements: Equal sign, AND worksheet function, comparative operators (>=, >), mixed cell reference
with column locked, absolute cell reference, relative cell reference, mixed cell reference with row locked.
Hurdles >> Sales Rating1 Rating2
50,000 2.5 4.5
Customer Credit Analysis For Accounts Receivable

Extend Credit Rule #1:

Credit Credit Sales>=$50,000.00
Customer Sales Rating 1 Rating 2 Credit Rating 1>2.5
Customer 1 90,550 5 7.4 1
Customer 2 41,255 5 5.9 FALSE
Customer 3 56,241 3.3 4.4 TRUE
Customer 4 69,920 1.2 2.4 FALSE
Formula entered into F13 & copied through F13:G16:
=AND($C13>=$C$9,D13>D$9)
Steps for calculation of =AND($C13>=$C$9,D13>D$9) in cell F13:
1. AND evaluates the first logical test.
=AND($C13>=$C$9,D13>D$9) è =AND(90550>=50000,D13>D$9) è =AND(TRUE,D13>D$9)
2. AND evaluates the second logical test.
=AND(TRUE,D13>D$9) è =AND(TRUE,5>2.5) è =AND(TRUE,TRUE)
3. Because all the logical tests in the arguments of the AND function are TRUE, AND reports a TRUE.
TRUE
ear's sales and a credit rating.

erators (>=, >), mixed cell reference

ed cell reference with row locked.

eceivable

Extend Credit Rule #2:

Sales>=$50,000.00
Credit Rating 2>4.5 Spilled array formula for both Rules:
TRUE 1 1
FALSE 0 0
FALSE 1 0
FALSE 0 0
F13 & copied through F13:G16: Formula entered into J13 & automatically spills to J13:K16:
{=(C13:C16>=C9)*(D13:E16>D9:E9)}
Or:

=AND(TRUE,D13>D$9)

TRUE, AND reports a TRUE.

 But the AND function can not do this.

tomatically spills to J13:K16:

Ex #14. Goal: Create cross tabulated report that sums units by product and sales rep.
SalesRep Product Units
Sioux Sunshine 40 Formula entered into G9 and copied through G9:I11:
Mo Aspen 11
Dean Aspen 11
Sioux Sunshine 16 Product/SalesRep #NAME? #NAME? #NAME?
Mo Quad 26 #NAME?
Dean Sunshine 31 #NAME?
Sioux Quad 10 #NAME?
Dean Sunshine 42
Mo Sunshine 76 Formula entered into G17 that spills to G17:I19:
Sioux Aspen 16
Sioux Aspen 11
Mo Quad 31 Product/SalesRep #NAME? #NAME? #NAME?
Dean Aspen 34 #NAME?
Sioux Quad 27 #NAME?
Mo Aspen 47 #NAME?
Dean Quad 58
Dean Quad 38
Ex #14. Goal: Create cross tabulated report that sums units by product and sales rep.
SalesRep Product Units
Sioux Sunshine 40 Formula entered into G9 and copied through G9:I11:
Mo Aspen 11 =SUMIFS($D$5:$D$21,$B$5:$B$21,G$8,$C$5:$C$21,$F9)
Dean Aspen 11
Sioux Sunshine 16 Product/SalesRep #NAME? #NAME? #NAME?
Mo Quad 26 #NAME? #NAME? #NAME? #NAME?
Dean Sunshine 31 #NAME? #NAME? #NAME? #NAME?
Sioux Quad 10 #NAME? #NAME? #NAME? #NAME?
Dean Sunshine 42
Mo Sunshine 76 Formula entered into G17 that spills to G17:I19:
Sioux Aspen 16 {=SUMIFS(D5:D21,B5:B21,G16:I16,C5:C21,F17:F19)}
Sioux Aspen 11
Mo Quad 31 Product/SalesRep #NAME? #NAME? #NAME?
Dean Aspen 34 #NAME? #NAME? #NAME? #NAME?
Sioux Quad 27 #NAME? #NAME? #NAME? #NAME?
Mo Aspen 47 #NAME? #NAME? #NAME? #NAME?
Dean Quad 58
Dean Quad 38
Ex Goal: Conditionally format row in table based on condition in cell G11.
#15 Formula Type: Logical formula for conditional formatting dialog box. Single input-output formula.
Formula Elements: Equal sign, mixed cell reference with column locked,
comparative operators (=), absolute cell reference.
Formula entered into I11 and then manually copied through I11:L20:

Date Product Sales ($) Cost ($) Product

8/12/2020 Quad 4,024.80 2,092.32 Quad
8/12/2020 Aspen 1,143.90 686.34
8/12/2020 Sunshine 1,161.50 569.64
8/12/2020 Yanaki 1,640.00 770.80
8/12/2020 Carlota 2,616.25 1,099.00
8/13/2020 Quad 3,144.75 1,415.40
8/13/2020 Aspen 1,046.25 606.75
8/13/2020 Sunshine 1,671.60 986.16
8/13/2020 Yanaki 1,632.00 979.20
8/13/2020 Carlota 3,891.44 2,179.21
Product
#NAME?
#NAME?
#NAME?
#NAME?
#NAME?
Ex Goal: Conditionally format row in table based on condition in cell G11.
#15 Formula Type: Logical formula for conditional formatting dialog box. Single input-output formula.
Formula Elements: Equal sign, mixed cell reference with column locked,
comparative operators (=), absolute cell reference.
Formula entered into I11 and then manually copied through I11:L20:
=$C11=$G$11
Date Product Sales ($) Cost ($) Product
8/12/2020 Quad 4,024.80 2,092.32 Quad 1 TRUE TRUE TRUE
8/12/2020 Aspen 1,143.90 686.34 FALSE FALSE FALSE FALSE
8/12/2020 Sunshine 1,161.50 569.64 FALSE FALSE FALSE FALSE
8/12/2020 Yanaki 1,640.00 770.80 FALSE FALSE FALSE FALSE
8/12/2020 Carlota 2,616.25 1,099.00 FALSE FALSE FALSE FALSE
8/13/2020 Quad 3,144.75 1,415.40 TRUE TRUE TRUE TRUE
8/13/2020 Aspen 1,046.25 606.75 FALSE FALSE FALSE FALSE
8/13/2020 Sunshine 1,671.60 986.16 FALSE FALSE FALSE FALSE
8/13/2020 Yanaki 1,632.00 979.20 FALSE FALSE FALSE FALSE
8/13/2020 Carlota 3,891.44 2,179.21 FALSE FALSE FALSE FALSE
Product
#NAME?
#NAME?
#NAME?
#NAME?
#NAME?
Ex Goal: Filter the call table to show records for selected call representative in cell G9.
#16 Formula Type: Lookup formula that delivers mixed data (date-times, text, numbers). Spilled dynamic
#17 array formula.
Formula Elements: Equal sign, FILTER worksheet array function, table formula nomenclature for table,
table formula nomenclature for column, Defined Name.
Date-Time Call Topic Rep Length (min) CallRepCondition
8/14/21 10:12 Service Sioux 13 Floyd
8/14/21 10:48 Plan Review Chantel 30
8/14/21 11:12 Bill Sioux 31 Formula entered into G15 and spilled:
8/14/21 12:06 Bill Floyd 4
8/14/21 12:48 Other Floyd 25
8/14/21 13:06 Other Chantel 24 Date-Time Call Topic Rep
8/14/21 14:42 Other Dino 15
8/14/21 16:18 Other Chantel 5
8/15/21 09:24 Bill Dino 28
8/15/21 10:12 Service Chantel 22
8/15/21 10:24 Plan Review Floyd 4
8/15/21 11:54 Other Sioux 25
8/15/21 13:24 Plan Review Sioux 8
8/15/21 14:12 Service Dino 29
8/15/21 14:54 Service Floyd 27
8/15/21 15:54 Service Chantel 19
8/15/21 16:12 Plan Review Floyd 17
illed dynamic

ature for table,

Rep
#NAME?
#NAME?
#NAME?
#NAME?

Length (min)
Table Element
Full Table
All Records
Field Names
Columns (the column is locked when it is copied down across rows and moves relatively as it is copied to
the side across the columns)

Relative Cell Reference (implicit intersection operator only works when reference is parallel to column)
Absolute Column References (to lock a reference, you use the colon operator between two field names,
and the place that inside of square brackets)
Total Row (access totals in last row)
Example Syntax
=CallTable[#All] Table[#All]
=CallTable Table
=CallTable[#Headers] Table[#Headers]

=CallTable[Rep] Table[FieldName]

=CallTable[@Rep] Table[@FieldName]

=CallTable[[Rep]:[Rep]]Table[[FieldName]:[FieldName]]
=CallTable[#Totals] Table[#Totals]
#NAME?
Ex Goal: Filter the call table to show records for selected call representative in cell G9.
#16 Formula Type: Lookup formula that delivers mixed data (date-times, text, numbers). Dynamic spilled
#17 array formula.
Formula Elements: Equal sign, FILTER worksheet array function, table formula nomenclature for table,
table formula nomenclature for column, Defined Name.
Date-Time Call Topic Rep Length (min) CallRepCondition
8/14/21 10:12 Service Sioux 13 Floyd
8/14/21 10:48 Plan Review Chantel 30
8/14/21 11:12 Bill Sioux 31 #N/A
8/14/21 12:06 Bill Floyd 4 {=_xlfn._xlws.filter(CallTable[],CallTable[Rep]=CallRepCondition
8/14/21 12:48 Other Floyd 25
8/14/21 13:06 Other Chantel 24 #NAME? #NAME? ###
8/14/21 14:42 Other Dino 15 #NAME? #NAME? ###
8/14/21 16:18 Other Chantel 5 #NAME? #NAME? ###
8/15/21 09:24 Bill Dino 28 #NAME? #NAME? ###
8/15/21 10:12 Service Chantel 22 #NAME? #NAME? ###
8/15/21 10:24 Plan Review Floyd 4 #NAME? #NAME? ###
8/15/21 11:54 Other Sioux 25
8/15/21 13:24 Plan Review Sioux 8
8/15/21 14:12 Service Dino 29
8/15/21 14:54 Service Floyd 27
8/15/21 15:54 Service Chantel 19
8/15/21 16:12 Plan Review Floyd 17
ynamic spilled

ature for table,

Rep
#NAME?
#NAME?
#NAME?
[],CallTable[Rep]=CallRepCondition)} #NAME?

#NAME?
#NAME?
#NAME?
#NAME?
#NAME?
#NAME?
Table Element Example
Full Table =CallTable[#All]
All Records =CallTable
Field Names =CallTable[#Headers]

Columns (the column is locked when it is copied down

across rows and moves relatively as it is copied to the
side across the columns) =CallTable[Rep]

Relative Cell Reference (implicit intersection operator

only works when reference is parallel to column) =CallTable[@Rep]

Absolute Column References (to lock a reference, you

use the colon operator between two field names, and
the place that inside of square brackets) =CallTable[[Rep]:[Rep]]
Total Row (access totals in last row) =CallTable[#Totals]
Syntax
Table[#All]
Table
Table[#Headers]

Table[FieldName]

Table[@FieldName]

Table[[FieldName]:[FieldName]]
Table[#Totals]
#NAME?
Ex Goal: Convert stock names to stock data type, use dot operator to lookup ticker and current price.
#18 Formula #1 and #2 Type: Lookup formula using the dot operator on a stock data type.
Single input-output formula.
Formula #1 and #2 Elements: Equal sign, table formula nomenclature relative cell reference with
implicit intersection operator, dot operator, formula element from drop-down list.
Formula #3 Type: Number Formula. Single input-output formula.
Formula #3 Elements: Equal sign, table formula nomenclature relative cell reference with
implicit intersection operator, math multiplication operator.

Start Start Date

Stock Units Price Value Purchased
Caterpillar Inc. 115 $46.30 $5,324.50 8/3/2020
The Coca-Cola Company 125 $131.52 $16,440.00 8/4/2020
Microsoft Corporation 210 $212.83 $44,694.30 7/8/2020
Alphabet Inc. 160 $1,510.99 $241,758.40 7/9/2020

Start:
Caterpillar Inc.
The Coca-Cola Company
Microsoft Corporation
Alphabet Inc.

City
Oakland
San Francisco
Berkeley
San Jose
 End Current
Ticker Price Value
#NAME?
Ex Goal: Convert stock names to stock data type, use dot operator to lookup ticker and current price.
#18 Formula #1 and #2 Type: Lookup formula using the dot operator on a stock data type.
Single input-output formula.
Formula #1 and #2 Elements: Equal sign, table formula nomenclature relative cell reference with
implicit intersection operator, dot operator, formula element from drop-down list.
Formula #3 Type: Number Formula. Single input-output formula.
Formula #3 Elements: Equal sign, table formula nomenclature relative cell reference with
implicit intersection operator, math multiplication operator.

Start Start Date

Stock Units Price Value Purchased
#VALUE! 115 $46.30 $5,324.50 8/3/2020
#VALUE! 125 $131.52 $16,440.00 8/4/2020
#VALUE! 210 $212.83 $44,694.30 7/8/2020
#VALUE! 160 $1,510.99 $241,758.40 7/9/2020

Formula #1 in cell G12: {=_fv(MyStocks

Formula #2 in cell H12: {=_fv(MyStocks
Formula #3 in cell I12: =MyStocksAnsw

Start:
Caterpillar Inc.
The Coca-Cola Company
Microsoft Corporation
Alphabet Inc.

Caterpillar Inc., The Coca-Cola Company, Microsoft Corporation, Alphabet Inc.

City
Oakland
San Francisco
Berkeley
San Jose
 End Current
Ticker Price Value
#NAME? #NAME? #NAME?
#NAME? #NAME? #NAME?
#NAME? #NAME? #NAME?
#NAME? #NAME? #NAME?

ll G12: {=_fv(MyStocksAnswer[[#This Row],[Stock]],"Ticker symbol",TRUE())}

ll H12: {=_fv(MyStocksAnswer[[#This Row],[Stock]],"Price")}
ll I12: =MyStocksAnswer[[#This Row],[Units]]*MyStocksAnswer[[#This Row],[End_x000a_Price]]
00a_Price]]
#NAME?
Ex Goal: Lookup product price using XLOOKUP function
#19 with lookup table on worksheet named Assumptions.
Formula Type: Lookup formula that delivers a number. Single input-output formula.
Formula Elements: Equal sign, XLOOKUP function, cell reference,
sheet reference range of cells, text in quotes.
Invoicing Calculation:
Product Units Price ($)
Quad 144
Formula in cell D11:
#NAME?
Ex Goal: Lookup product price using XLOOKUP function
#19 with lookup table on worksheet named Assumptions.
Formula Type: Lookup formula that delivers a number. Single input-output formula.
Formula Elements: Equal sign, XLOOKUP function, cell reference,
sheet reference range of cells, text in quotes.
Invoicing Calculation:
Product Units Price ($)
Quad 144 43.95
Formula in cell D11:
=_xlfn.xlookup(B11,$LookupTable.B3:B6,$LookupTable.D3:D6,"Not Found")
#NAME?
Product Flight Range (m) Price ($) Cost ($) < == Lookup Table
Aspen 25 24.95 13.47
Carlota 22 26.95 12.67
Quad 20 43.95 21.54
Yanaki 30 27.95 14.81
Ex Goal: Lookup product price using XLOOKUP function
#20 with lookup table in a different workbook file.
Formula Type: Lookup formula that delivers a number. Single input-output formula.
Formula Elements: Equal sign, XLOOKUP function, cell reference,
workbook reference range of cells, text in quotes.
Invoicing Calculation:
Product Units Price ($)
Quad 144
Formula in cell D11:

Formula in cell D11 from author's computer:

=XLOOKUP(
B11,
'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]LookupTable'!$B$3:$B$6,
'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]LookupTable'!$D$3:$D$6,
"Not Found")
UP function

vers a number. Single input-output formula.

function, cell reference,

ThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]LookupTable'!$B$3:$B$6,
ThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]LookupTable'!$D$3:$D$6,
Formula in cell D11:
#NAME?
Ex Goal: Lookup product price using XLOOKUP function
#20 with lookup table in a different workbook file.
Formula Type: Lookup formula that delivers a number. Single input-output formula.
Formula Elements: Equal sign, XLOOKUP function, cell reference,
workbook reference range of cells, text in quotes.
Invoicing Calculation:
Product Units Price ($)
Quad 144 =XLOOKUP(B11,'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-E
Formula in cell D11:

Formula in cell D11 from author's computer:

=XLOOKUP(
B11,
'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]LookupTable'!$B$3:$B$6,
'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]LookupTable'!$D$3:$D$6,
"Not Found")
UP function

vers a number. Single input-output formula.

function, cell reference,

OOKUP(B11,'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]LookupTable'!$B$3:$B$6,'C:\Us

ThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]LookupTable'!$B$3:$B$6,
ThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]LookupTable'!$D$3:$D$6,
e.xlsx]LookupTable'!$B$3:$B$6,'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]LookupTable
h12-Excel365-LookupTable.xlsx]LookupTable'!$D$3:$D$6,"Not Found")
Formula in cell D11:
#NAME?
Ex Goal: Add Quad units from different workbook using SUMPRODUCT function rather than SUMIFS.
# Formula #2 Type: Scalar Array Formulas. Number formula. Single input-output formula.
21 Formula #2 Elements: Equal sign, SUMPRODUCT function, cell reference, workbook references,
comparative operator equal sign, math operators: parentheses and negation.
Product Sum with SUMIFS Sum with SUMPRODUCT
Quad
Formula #1 in cell C8:

Formula #2 in cell D8:

Steps for calculation of SUMPRODUCT formula in cell D8:

1. Full formula: =SUMPRODUCT(

'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$
--('C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$B$3:$B

2. Get product names from workbook reference: =SUMPRODUCT(

'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$
--({"Quad";"Carlota";"Aspen";"Aspen";"Carlota";"Quad";"Quad";"Carlota";"Aspen"}=B8))

3. Get Condition for adding: =SUMPRODUCT(

'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$
--({"Quad";"Carlota";"Aspen";"Aspen";"Carlota";"Quad";"Quad";"Carlota";"Aspen"}="Quad"))

4. Which ones are Quad? =SUMPRODUCT(

'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$
--({TRUE;FALSE;FALSE;FALSE;FALSE;TRUE;TRUE;FALSE;FALSE}))

5. Double Negative to convert TRUE and FALSE to 1s and 0s: =SUMPRODUCT(

'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$
{1;0;0;0;0;1;1;0;0})

6. Get units from workbook reference: =SUMPRODUCT(

{39;41;10;44;20;20;47;36;32},
{1;0;0;0;0;1;1;0;0})
7. SUMPRODUCT multiplies two arrays: =SUMPRODUCT(
{39;0;0;0;0;20;47;0;0})
8. SUMPRODUCT function adds result of multiplication. 106
T function rather than SUMIFS.
put-output formula.
ence, workbook references,

xcel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$11,
-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$B$3:$B$11=B8))

xcel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$11,
"Carlota";"Aspen"}=B8))

xcel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$11,
arlota";"Aspen"}="Quad"))

xcel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$11,

PRODUCT(
xcel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$11,
#NAME?
Ex Goal: Add Quad units from different workbook using SUMPRODUCT function rather than SUMIFS.
# Formula #2 Type: Scalar Array Formulas. Number formula. Single input-output formula.
21 Formula #2 Elements: Equal sign, SUMPRODUCT function, cell reference, workbook references,
comparative operator equal sign, math operators: parentheses and negation.
Product Sum with SUMIFS Sum with SUMPRODUCT

Quad =SUMIFS('C:\Users\mgir=SUMPRODUCT('C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch
Formula #1 in cell C8:

=SUMIFS(
'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$
'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$B$3:$B$
B8)
Formula #2 in cell D8:

=SUMPRODUCT(
'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$
--('C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$B$3:$B
Steps for calculation of SUMPRODUCT formula in cell D8:

1. Full formula: =SUMPRODUCT(

'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$
--('C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$B$3:$B

2. Get product names from workbook reference: =SUMPRODUCT(

'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$
--({"Quad";"Carlota";"Aspen";"Aspen";"Carlota";"Quad";"Quad";"Carlota";"Aspen"}=B8))

3. Get Condition for adding: =SUMPRODUCT(

'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$
--({"Quad";"Carlota";"Aspen";"Aspen";"Carlota";"Quad";"Quad";"Carlota";"Aspen"}="Quad"))

4. Which ones are Quad? =SUMPRODUCT(

'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$
--({TRUE;FALSE;FALSE;FALSE;FALSE;TRUE;TRUE;FALSE;FALSE}))

5. Double Negative to convert TRUE and FALSE to 1s and 0s: =SUMPRODUCT(

'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$
{1;0;0;0;0;1;1;0;0})

6. Get units from workbook reference: =SUMPRODUCT(

{39;41;10;44;20;20;47;36;32},
{1;0;0;0;0;1;1;0;0})
7. SUMPRODUCT multiplies two arrays: =SUMPRODUCT(
{39;0;0;0;0;20;47;0;0})
8. SUMPRODUCT function adds result of multiplication. 106
T function rather than SUMIFS.
put-output formula.
ence, workbook references,

'C:\Users\mgirvin\Desktop\TheOnlyAppThatMatters\Ch12\[Ch12-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$C

xcel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$11,
xcel365-LookupTable.xlsx]SUMIFSDataTable'!$B$3:$B$11,

xcel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$11,
-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$B$3:$B$11=B8))

xcel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$11,
-Excel365-LookupTable.xlsx]SUMIFSDataTable'!$B$3:$B$11=B8))

xcel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$11,
"Carlota";"Aspen"}=B8))

xcel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$11,
arlota";"Aspen"}="Quad"))

xcel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$11,

PRODUCT(
xcel365-LookupTable.xlsx]SUMIFSDataTable'!$C$3:$C$11,
#NAME?
Ex Goal: Lookup intersecting value from two ranges.
#22 Formula Type: Lookup formula that delivers a number.
Formula Elements: Equal sign, range of cells, space operator.
Call Rep/Month Jan Feb Mar
Floyd 158 349 204
Gigi 382 180 416
Chantel 420 484 135

Formula in cell C12:

Reverse Lookup:

Column Header #NAME? #NAME? #NAME? #NAME?

Row Header #NAME?
#NAME?
#NAME?
#NAME?
#NAME?
Ex Goal: Lookup intersecting value from two ranges.
#22 Formula Type: Lookup formula that delivers a number.
Formula Elements: Equal sign, range of cells, space operator.
Call Rep/Month Jan Feb Mar
Floyd 158 349 204
Gigi 382 180 416
Chantel 420 484 135
Intersection of D6:D9 and B8:E8:
180
Formula in cell C12:
{=D6:D9!B8:E8}

Reverse Lookup:

Column Header #NAME?

Row Header #NAME?
#NAME?
Ex Goal: Lookup intersecting value from two lookup values.
#23 Formula Type: Lookup formula that delivers a number.
Formula Elements: Equal sign, XLOOKUP function,
cell reference, range of cells.
Call Rep/Month Jan Feb Mar
Floyd 158 349 204
Gigi 382 180 416
Chantel 420 484 135

Row Header Gigi

Column Header Feb

Lookup call number for Gigi in Feb:

Formula in cell B16:

Other formulas you may see for two-way lookup:

Formula in cell B24:

180 =VLOOKUP(C12,B8:E10,_xlfn.xmatch(C13,B7:E7),0)
Formula in cell B26:
#NAME? {=INDEX(C8:E10,_xlfn.xmatch(C12,B8:B10),_xlfn.xmatch(C13,C7:E7))}
#NAME?
Ex Goal: Lookup intersecting value from two lookup values.
#23 Formula Type: Lookup formula that delivers a number.
Formula Elements: Equal sign, XLOOKUP function,
cell reference, range of cells.
Call Rep/Month Jan Feb Mar
Floyd 158 349 204
Gigi 382 180 416
Chantel 420 484 135

Row Header Gigi

Column Header Feb

Lookup call number for Gigi in Feb:

#NAME?
Formula in cell B16:
{=_xlfn.xlookup(C12,B8:B10,_xlfn.xlookup(C13,C7:E7,C8:E10))}

Other formulas you may see for two-way lookup:

Formula in cell B24:

180 =VLOOKUP(C12,B8:E10,_xlfn.xmatch(C13,B7:E7),0)
Formula in cell B26:
#NAME? {=INDEX(C8:E10,_xlfn.xmatch(C12,B8:B10),_xlfn.xmatch(C13,C7:E7))}
#NAME?
Jan Feb Mar Apr
12 55 44 66

Sioux
Quad

Add units for the sales rep Sioux and the product Quad for Jan to Apr to get: 12 + 55 + 44 + 66 = 177
Ex Goal: Add Sales Rep/Product Units for Jan. to Apr.
#24 Formula Type: Aggregate Formula. Number Formula.
Formula Elements: Equal sign, SUM function,
3-D cell reference across worksheets,
worksheet names with colon operator.
SalesRep/Product Quad Carlota Sunset
Sioux
Abdi
Chantel
Shanea
Ex Goal: Add units by sales rep & product for Jan. to Apr.
#24 Formula Type: Aggregate formula. Number formula.
Formula Elements: Equal sign, SUM function,
3-D cell reference across worksheets,
worksheet names with colon operator.
SalesRep/Product Quad Carlota Sunset
Sioux 177 209 319
Abdi 396 156 324
Chantel 309 373 346
Shanea 182 240 309
Formula in cell C9, manually copied to range C9:E12:
=SUM($Jan.C5:$Apr.C5)
Store Units

SalesRep/Product Quad Carlota Sunset

Sioux 12 34 106
Abdi 89 50 67
Chantel 90 115 114
Shanea 44 81 12
Store Units

SalesRep/Product Quad Carlota Sunset

Sioux 55 116 18
Abdi 106 61 102
Chantel 113 107 43
Shanea 37 118 77
Store Units

SalesRep/Product Quad Carlota Sunset

Sioux 44 13 99
Abdi 93 24 39
Chantel 80 36 74
Shanea 29 26 106
Store Units

SalesRep/Product Quad Carlota Sunset

Sioux 66 46 96
Abdi 108 21 116
Chantel 26 115 115
Shanea 72 15 114
Square brackets around argumnet
names in screen tips means =
"If you want the default value, you
can omit the argument!"
around argumnet
n tips means =
default value, you
argument!"
#NAME? 6
8

1
0 or omitted = descending (default)
1 = ascending
Ex Goal: List student class below each student name.
#25 Formula Type: Lookup formula. Text formula. Dynamic spilled array formula.
Formula Elements: Equal sign, FILTER array function,
table formula nomenclature with absolute column reference.
Student Class Shinea Chantel Dylan
Shinea Busn 216
Chantel Busn 210
Dylan Math 111
Shinea Accgt 121
Chantel Math 148
Dylan Econ 201
Shinea Busn 135
Dylan Engl 98

Formula in cell E8, manually copied to range E8:G8:

Ex Goal: List student class below each student name.
#25 Formula Type: Lookup formula. Text formula. Dynamic spilled array formula.
Formula Elements: Equal sign, FILTER array function,
table formula nomenclature with absolute column reference.
Student Class Shinea Chantel Dylan
Shinea Busn 216 #NAME? #NAME? #NAME?
Chantel Busn 210 #NAME? #NAME? #NAME?
Dylan Math 111 #NAME? #NAME?
Shinea Accgt 121
Chantel Math 148
Dylan Econ 201
Shinea Busn 135
Dylan Engl 98

Formula in cell E8, manually copied to range E8:G8:

{=_xlfn._xlws.filter(ClassesAnswer[[Class]:[Class]],ClassesAnswer[[Student]:[Student]]=E7)}
tudent]]=E7)}
Goal: Create a formula is cell G7 that can spill through the range G7:H16 and calculate
the correct total sales and total costs.
Hints: For the first record, line sales = 144*27.25 = 4,024.80 and line costs = 144*14.53.
Date Product Units Sales Price Cost Line Sales ($) Line Costs ($)
8/13/2020 Quad 144 27.95 14.53
8/13/2020 Aspen 82 13.95 8.37
8/13/2020 Sunshine 101 11.5 5.64
8/13/2020 Yanaki 164 10 4.7
8/13/2020 Carlota 175 14.95 6.28
8/12/2020 Quad 105 29.95 13.48
8/12/2020 Aspen 75 13.95 8.09
8/12/2020 Sunshine 168 9.95 5.87
8/12/2020 Yanaki 136 12 7.2
8/12/2020 Carlota 98 11.95 7.17
Formula in cell G7:

Goals:

What type formula? What formula elements used?

Goal: Create a formula is cell G7 that can spill through the range G7:H16 and calculate
the correct total sales and total costs.
Hints: For the first record, line sales = 144*27.25 = 4,024.80 and line costs = 144*14.53.
Date Product Units Sales Price Cost Line Sales ($) Line Costs ($)
8/13/2020 Quad 144 27.95 14.53 4,024.80 2,092.32
8/13/2020 Aspen 82 13.95 8.37 1,143.90 686.34
8/13/2020 Sunshine 101 11.5 5.64 1,161.50 569.64
8/13/2020 Yanaki 164 10 4.7 1,640.00 770.80
8/13/2020 Carlota 175 14.95 6.28 2,616.25 1,099.00
8/12/2020 Quad 105 29.95 13.48 3,144.75 1,415.40
8/12/2020 Aspen 75 13.95 8.09 1,046.25 606.75
8/12/2020 Sunshine 168 9.95 5.87 1,671.60 986.16
8/12/2020 Yanaki 136 12 7.2 1,632.00 979.20
8/12/2020 Carlota 98 11.95 7.17 1,171.10 702.66

Old School Method:

Date Product Units Sales Price Cost Line Sales ($) Line Costs ($)
8/13/2020 Quad 144 27.95 14.53 4,024.80 2,092.32
8/13/2020 Aspen 82 13.95 8.37 1,143.90 686.34
8/13/2020 Sunshine 101 11.5 5.64 1,161.50 569.64
8/13/2020 Yanaki 164 10 4.7 1,640.00 770.80
8/13/2020 Carlota 175 14.95 6.28 2,616.25 1,099.00
8/12/2020 Quad 105 29.95 13.48 3,144.75 1,415.40
8/12/2020 Aspen 75 13.95 8.09 1,046.25 606.75
8/12/2020 Sunshine 168 9.95 5.87 1,671.60 986.16
8/12/2020 Yanaki 136 12 7.2 1,632.00 979.20
8/12/2020 Carlota 98 11.95 7.17 1,171.10 702.66
Formula in cell G7:
{=D7:D16*E7:F16}

Goals:
Calculate total sales and total costs with spilled array formula that spills from cell G7.

What type formula? What formula elements used?

Spilled Array Equal sign
Number Formula Ranges
Math Operator *

Formula in cell G21:

=$D21*E21
Then copy through range.
Goal: Create formula in cell D7 that will spill down column and add the
text prefix "Item # " to each number. For example, the first number
Hint #1: The first number 517231 should be converted to: Item # 517231.
Hint #2: "Item # " will not change, so we are not violating Excel's Golden Rule.

Product Item Number Item # & Number

Aspen 517231
Quad 469890
Carlota 162451
Bellen 114541
Sunset 832593
Formula in D8:

Goal:

What type formula? What formula elements used?

Goal: Create formula in cell D7 that will spill down column and add the
text prefix "Item # " to each number. For example, the first number
Hint #1: The first number 517231 should be converted to: Item # 517231.
Hint #2: "Item # " will not change, so we are not violating Excel's Golden Rule.

Product Item Number Item # & Number Formula in D8:

Aspen 517231 Item # 517231 Formula in D8: {="Item # "&C8:C12}
Quad 469890 Item # 469890
Carlota 162451 Item # 162451 Goal:
Bellen 114541 Item # 114541 Add text prefix "Item # " to each numbe
Sunset 832593 Item # 832593 Text will not change so we are not viola
Create spilled formula.

What type formula?

Spilled Array
Text Formula
D8: {="Item # "&C8:C12}

fix "Item # " to each number.

change so we are not violating Excel's Golden Rule.

What formula elements used?

Equal sign
Text in Double Quotes
Join Operator = Ampersand
Ranges
Goal: In cell C4, add calls for Day 1 and Day 2.

Total Day 1 and Day 5:

Center Calls Day 1 Calls Day 2 Calls Day 3 Calls Day 4 Calls Day 5
Center #1 962 166 254 698 760
Center #2 849 142 442 407 575
Center #3 306 458 776 509 524
Center #4 1004 155 192 401 1147
Center #5 383 535 643 710 925
Center #6 926 382 657 360 905
Center #7 886 445 130 466 442
Formula in C4:

Goal:

What is it? What do we use in it?

Goal: In cell C4, add calls for Day 1 and Day 2.

Total Day 1 and Day 5: 10,594

Center Calls Day 1 Calls Day 2 Calls Day 3 Calls Day 4 Calls Day 5
Center #1 962 166 254 698 760
Center #2 849 142 442 407 575
Center #3 306 458 776 509 524
Center #4 1004 155 192 401 1147
Center #5 383 535 643 710 925
Center #6 926 382 657 360 905
Center #7 886 445 130 466 442
Formula in C4:
=SUM(C7:C13,G7:G13)

Goal:
Add Day 1 and Day 5 calls.

What is it? What do we use in it?

Aggregate Formula Equal sign
Number Formula Built-in function: SUM
Ranges of Cells
Not a comma reference operator because the comma is being used to separate the different argument
ate the different arguments in the SUM function.
Goal: In cell E4, create a formula that will spill to display top 3 call amounts from Day 1 and Day 5:

Display top 3 call amounts from Day 1 and Day 5:

Center Calls Day 1 Calls Day 2 Calls Day 3 Calls Day 4 Calls Day 5
Center #1 962 166 254 698 760
Center #2 849 142 442 407 575
Center #3 306 458 776 509 524
Center #4 1004 155 192 401 1147
Center #5 383 535 643 710 925
Center #6 926 382 657 360 905
Center #7 886 445 130 466 442
Formula in E4:

Goal:

What is it? What do we use in it?

Goal: In cell E4, create a formula that will spill to display top 3 call amounts from Day 1 and Day 5:

Display top 3 call amounts from Day 1 and Day 5: 1,147 1004 962

Center Calls Day 1 Calls Day 2 Calls Day 3 Calls Day 4 Calls Day 5
Center #1 962 166 254 698 760
Center #2 849 142 442 407 575
Center #3 306 458 776 509 524
Center #4 1004 155 192 401 1147
Center #5 383 535 643 710 925
Center #6 926 382 657 360 905
Center #7 886 445 130 466 442

Formula in E4: {=LARGE((C5:C10~G5:G10),{1,2,3})}

Add top 3 call amounts from Day 1 and Day 5: 3,113

Formula in E23: {=SUM(LARGE((C7:C13~G7:G13),{1,2,3}))}

or
Add top 3 call amounts from Day 1 and Day 5: #NAME?

Formula in E27: =SUM(_xlfn.anchorarray(E4))

Formula in E4:
{=LARGE((C5:C10~G5:G10),{1,2,3})}

Goal:
Create formula that will spill to display top 3 call amounts from Day 1 and Day 5:

What is it? What do we use in it?

Spilled Array Equal sign
Number Formula Built-in function: LARGE
Ranges of cells
Parentheses and Comma reference operator
Array constant
Goal: In cell E4, Add top 3 call amounts from Day 1 and Day 5:

Add top 3 call amounts from Day 1 and Day 5:

Center Calls Day 1 Calls Day 2 Calls Day 3 Calls Day 4 Calls Day 5
Center #1 962 166 254 698 760
Center #2 849 142 442 407 575
Center #3 306 458 776 509 524
Center #4 1004 155 192 401 1147
Center #5 383 535 643 710 925
Center #6 926 382 657 360 905
Center #7 886 445 130 466 442
Formula in E4:

Goal:

What is it? What do we use in it?

Goal: In cell E4, Add top 3 call amounts from Day 1 and Day 5:

Add top 3 call amounts from Day 1 and Day 5: 3,113

Center Calls Day 1 Calls Day 2 Calls Day 3 Calls Day 4 Calls Day 5
Center #1 962 166 254 698 760
Center #2 849 142 442 407 575
Center #3 306 458 776 509 524
Center #4 1004 155 192 401 1147
Center #5 383 535 643 710 925
Center #6 926 382 657 360 905
Center #7 886 445 130 466 442

Add top 3 call amounts from Day 1 and Day 5:

 Formula in E4:
{=SUM(LARGE((C7:C13~G7:G13),{1,2,3}))}

Goal:
Create formula that will spill to display top 3 call amounts from Day 1 and Day 5:

What is it? What do we use in it?

Aggregate Formula Equal sign
Number Formula Built-in functions: SUM and LARGE
Scalar Array Formula Ranges of cells
Parentheses and Comma reference operator
Array constant
OR

om Day 1 and Day 5: #NAME?

Formula:
=SUM(_xlfn.anchorarray($'PPCh12(4an)'.E4))
What do we use in it?
What is it? Equal sign
Aggregate Formula Built-in functions: SUM
Number Formula Worksheet Reference
Spilled range operator (#)
Goal: Create logical formula in cell G13 that you can copy through range G13:G16.
The formula determines whether credit can be extended and runs this AND Logical Test:
Assets>$100,000.00
AND
Credit Rating>=5
Hurdles >> Assets Rating Late Payments? AND
100,000 5 No Late Payment = No
Customer Credit Analysis For Accounts Receivable

Extend Credit Rule:

Assets>$100,000.00
Credit Credit Rating>=5
Customer Assets Rating Late Payment Late Payment = No
Customer 1 168,480 7.5 No
Customer 2 279,793 8 Yes
Customer 3 122,238 6.5 No
Customer 4 194,297 4.9 No
Formula in G13:

Goal:

What is it? What do we use in it?

Goal: Create logical formula in cell G13 that you can copy through range G13:G16.
The formula determines whether credit can be extended and runs this AND Logical Test:
Assets>$100,000.00
AND
Credit Rating>=5
Hurdles >> Assets Rating Late Payments? AND
100,000 5 No Late Payment = No
Customer Credit Analysis For Accounts Receivable

Extend Credit Rule:

Assets>$100,000.00
Credit Credit Rating>=5
Customer Assets Rating Late Payment Late Payment = No
Customer 1 168,480 7.5 No TRUE
Customer 2 279,793 8 Yes FALSE
Customer 3 122,238 6.5 No TRUE
Customer 4 194,297 4.9 No FALSE
Formula in G13:

=AND(C13>$C$9,D13>=$D$9,E13=$E$9)

Goal:
Create logical formula in cell G13 that you can copy through range G13:G16.
Run AND Logical Test

What is it? What do we use in it?

Logical Formula Equal Sign
Single Input-Output Formulas AND function
Relative Cell References
Absolute Cell References
Comparative Operators: >, >=. =
Goals:
Product names are listed in the range F8:H8.
Below each product name spill the sales values for that product.
Create a spilled formula in cell F9. Then copy the formula through to F9:H9.
Then add conditional formatting to color the cells with spilled formulas.
Product Date Sales #NAME? #NAME? #NAME?
Quad 1/1/2021 1,170.05
Carlota 1/1/2021 657.07
Aspen 1/3/2021 1,260.44
Aspen 1/3/2021 239.83
Aspen 1/2/2021 1,116.78
Carlota 1/1/2021 406.40
Carlota 1/1/2021 1,731.20
Quad 1/1/2021 444.15
Quad 1/2/2021 589.23
Aspen 1/3/2021 1,583.20
Aspen 1/2/2021 1,547.00
Quad 1/3/2021 320.73
Formula in F9:

Goal:

What is it? What do we use in it?

Goals:
Product names are listed in the range F8:H8.
Below each product name spill the sales values for that product.
Create a spilled formula in cell F9. Then copy the formula through to F9:H9.
Then add conditional formatting to color the cells with spilled formulas.

Product Date Sales #NAME? #NAME? #NAME?

Quad 1/1/2021 1,170.05 #NAME? #NAME? #NAME?
Carlota 1/2/2021 657.07 #NAME? #NAME? #NAME?
Aspen 1/3/2021 1,260.44 #NAME? #NAME? #NAME?
Aspen 1/1/2021 239.83 #NAME? #NAME?
Aspen 1/1/2021 1,116.78 #NAME?
Carlota 1/1/2021 406.40
Carlota 1/3/2021 1,731.20
Quad 1/2/2021 444.15
Quad 1/3/2021 589.23
Aspen 1/1/2021 1,583.20
Aspen 1/3/2021 1,547.00
Quad 1/3/2021 320.73
Formula in F9:
{=_xlfn._xlws.filter($D$9:$D$20,$B$9:$B$20=F8)}

Goal:
Create formula to spill the sales values for each product.
Create a spilled formula in cell F10. Then copy the formula through to F10:H10
Then add conditional formatting to color the cells with spilled formulas

What is it? What do we use in it?

Dynamic Spilled Array Formula Equal Sign
Lookup formula that delivers multiple numbers FILTER array function
Relative Cell References
Absolute Range of Cells
Comparative Operator: =
Goals:
Add Data Validation List to cell G10 that will only allow the sales rep
names from the range B10:D10.
Create formula in cell G11 that will add the sales for
the sales rep name in cell G10.

Sales for each Sales Rep:

Sioux Chantel Miki Sales Rep: Sioux

218.94 149.15 166.22 Total Sales
164.34 237.69 183.67
167.54 821.86 320.78
147.9 305.3 364.48
352.12 290.7 378.52
131.95 279.5 164.85
277.47 663.94 150.71
358.63 362.4 303.67
375.49 307.7 366.65
123.35 399.76 346.65
Formula in G11:

Goal:

What is it? What do we use in it?

Goals:
Add Data Validation List to cell G10 that will only allow the sales rep
names from the range B10:D10.
Create formula in cell G11 that will add the sales for
the sales rep name in cell G10.

Sales for each Sales Rep:

Sioux Chantel Miki Sales Rep: Sioux

218.94 149.15 166.22 Total Sales 2317.73
164.34 237.69 183.67
167.54 821.86 320.78
147.9 305.3 364.48
352.12 290.7 378.52
131.95 279.5 164.85
277.47 663.94 150.71
358.63 362.4 303.67
375.49 307.7 366.65
123.35 399.76 346.65
Formula in G11:
=SUM(_xlfn.xlookup(G10,B10:D10,B11:D20))

Goal:
Add Data Validation List to cell G10 that will only allow the sales rep
names from the range B10:D10.
Create formula in cell G11 that will add the sales for
the sales rep name in cell G10.

What is it? What do we use in it?

Aggregate Formula Equal Sign
Lookup formula to lookup column XLOOKUP function
Number Formula Cell References
Range of Cells
SUM function
Goals:
Add Data Validation List to cell G10 that will only allow the sales rep
names from the range M3:M5.
Create formula in cell G11 that will add the sales for
the sales rep name in cell G10.

Proper data set with two columns:

Sales Rep Sales Sales Rep: Sioux Formula in G11:

Sioux 218.94 Total Sales
Sioux 164.34
Sioux 167.54 Goal:
Sioux 147.9
Sioux 352.12
Sioux 131.95
Sioux 277.47 What is it?
Sioux 358.63
Sioux 375.49
Sioux 123.35
Chantel 149.15
Chantel 237.69
Chantel 821.86
Chantel 305.3
Chantel 290.7
Chantel 279.5
Chantel 663.94
Chantel 362.4
Chantel 307.7
Chantel 399.76
Miki 166.22
Miki 183.67
Miki 320.78
Miki 364.48
Miki 378.52
Miki 164.85
Miki 150.71
Miki 303.67
Miki 366.65
Miki 346.65
 Sales Reps
#NAME?
#NAME?
#NAME?

What do we use in it?

Goals:
Add Data Validation List to cell G10 that will only allow the sales rep
names from the range M3:M5.
Create formula in cell G11 that will add the sales for
the sales rep name in cell G10.

Proper data set with two columns:

Sales Rep Sales Sales Rep: Sioux Formula in G11:

Sioux 218.94 Total Sales 2317.73 =SUMIFS(C11:C40,B11:B40,G10)
Sioux 164.34
Sioux 167.54 Goal:
Sioux 147.9 Add Data Validation list to cell G10 based o
Sioux 352.12 Create formula to add sales by sales rep.
Sioux 131.95
Sioux 277.47 What is it?
Sioux 358.63 Aggregate formula
Sioux 375.49 Single Input-Output Formulas
Sioux 123.35 Number Formula
Chantel 149.15
Chantel 237.69
Chantel 821.86
Chantel 305.3
Chantel 290.7
Chantel 279.5
Chantel 663.94
Chantel 362.4
Chantel 307.7
Chantel 399.76
Miki 166.22
Miki 183.67
Miki 320.78
Miki 364.48
Miki 378.52
Miki 164.85
Miki 150.71
Miki 303.67
Miki 366.65
Miki 346.65
 Sales Reps
#NAME?
#NAME?
#NAME?

FS(C11:C40,B11:B40,G10)

ta Validation list to cell G10 based on values in M3:M5.

formula to add sales by sales rep.

What do we use in it?

ate formula Equal Sign
nput-Output Formulas SUMIFS function
Cell References
Range of Cells
1. List the different types of worksheet formulas and give an example of each.

2. Describe the difference between what you did in Practice Problem 8 and in Practice Problem 9.

3. When can a formula spill?

4. List all the different types of references that you can use in an Excel formula.
Number Fo(End Time-Start Time)*24 Number Formulas, example: (End Time-Start Time)*24
Text Formu"Item #"&C2 Text Formulas, example: "Item #"&C2
Logical For AND(B2>=SalesHurdle,C2="No") Logical Formulas, example: AND(B2>=SalesHurdle,C2="No")
Single Inp (End Time-Start Time)*24 Single Input-Output Formulas, example: (End Time-Start Time)*24
Scalar ArraSUM(LARGE((C7:C13,G7:G13),{1,2Scalar Array Formulas, example: SUM(LARGE((C7:C13,G7:G13),{1,2,3}))
Spilled Dy FILTER($D$9:$D$20,$B$9:$B$20=Spilled Dynamic Array Formulas, example: FILTER($D$9:$D$20,$B$9:$B$20=F
Aggregate SUM(A2:A10) Aggregate Formulas, example: SUM(A2:A10)
Lookup for[@Stock].[Ticker symbol] Lookup formulas, example: [@Stock].[Ticker symbol]

#NAME?
rt Time)*24
G7:G13),{1,2,3}))
9:$D$20,$B$9:$B$20=F8)
 1. List the different types of worksheet formulas and give an example of each.

Number Formulas, example: (End Time-Start Time)*24

Text Formulas, example: "Item #"&C2
Logical Formulas, example: AND(B2>=SalesHurdle,C2="No")
Single Input-Output Formulas, example: (End Time-Start Time)*24
Scalar Array Formulas, example: SUM(LARGE((C7:C13,G7:G13),{1,2,3}))
Spilled Dynamic Array Formulas, example: FILTER($D$9:$D$20,$B$9:$B$20=F8)
Aggregate Formulas, example: SUM(A2:A10)
Lookup formulas, example: [@Stock].[Ticker symbol]
2. Describe the difference between what you did in Practice Problem 8 and in Practice Problem 9.

#8 was a "Lookup a column" based on a condition formula. Then we used SUM to add column. #9 was a "adding with one
formula is much more common that the SUM and XLOOKUP formula.
3. When can a formula spill?

A formula can spill when one of these happens: 1) you make a function argument array operation in a function that delive
an operator, like A1*B2:B10, B2:B10*A1 or A2:A10*B2:B10, 3) You use an array function like SORT or UNIQUE to deliver v
4. List all the different types of references that you can use in an Excel formula.

Cell Reference, Relative Reference, Absolute Reference, Mixed with Column Locked Reference, Mixed with Row Locked Re
Table Names and Table Formula Nomenclature, Spilled Range Operator (#).
Number Fo(End Time-Start Time)*24 Number Formulas, example: (End Time-Start Time)*24
Text Formu"Item #"&C2 Text Formulas, example: "Item #"&C2
Logical For AND(B2>=SalesHurdle,C2="No") Logical Formulas, example: AND(B2>=SalesHurdle,C2="No")
Single Inp (End Time-Start Time)*24 Single Input-Output Formulas, example: (End Time-Start Time)*24
Scalar ArraSUM(LARGE((C7:C13,G7:G13),{1,2Scalar Array Formulas, example: SUM(LARGE((C7:C13,G7:G13),{1,2,3}))
Spilled Dy FILTER($D$9:$D$20,$B$9:$B$20=Spilled Dynamic Array Formulas, example: FILTER($D$9:$D$20,$B$9:$B$20=F
Aggregate SUM(A2:A10) Aggregate Formulas, example: SUM(A2:A10)
Lookup for[@Stock].[Ticker symbol] Lookup formulas, example: [@Stock].[Ticker symbol]

#NAME?
was a "adding with one condition" formula. We used SUMIFS on a proper data set. The SUMIFS

in a function that delivers result to cell, 2) You have more than one item on one or more sides of
or UNIQUE to deliver values as the last step in the evaluation process.

xed with Row Locked Reference, Worksheet Reference, Workbook Reference, Defined Names,
rt Time)*24
G7:G13),{1,2,3}))
9:$D$20,$B$9:$B$20=F8)