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1. Understanding Formula Basics

In this chapter

• Understanding Formula Basics

• Understanding Operator Precedence

• Controlling Worksheet Calculation

• Copying and Moving Formulas

• Displaying Worksheet Formulas

• Converting a Formula to a Value

• Working with Range Names in Formulas

• Working with Links in Formulas

• Formatting Numbers, Dates, and Times

A worksheet is merely a lifeless collection of numbers and text until you define some kind of relationship among the various entries. You do this by creating formulas that perform calculations and produce results. This chapter takes you through some formula basics, including constructing simple arithmetic and text formulas, understanding the all-important topic of operator precedence, copying and moving worksheet formulas, and making formulas easier to build and read by taking advantage of range names.

Understanding Formula Basics

Most worksheets are created to provide answers to specific questions: What is the company's profit? Are expenses over or under budget, and by how much? What is the future value of an investment? How big will an employee bonus be this year? You can answer these questions, and an infinite variety of others, by using Excel formulas.

All Excel formulas have the same general structure: an equals sign (=) followed by one or more operands—which can be a value, a cell reference, a range, a range name, or a function name—separated by one or more operators—the symbols that combine the operands in some way, such as the plus sign (+) and the greater-than sign (>). Although it's unlikely that you'll ever reach it, the maximum number of characters that Excel allows within a single formula is 1,024.

NOTE

Excel won't object if you use spaces between operators and operands in your formulas. This is actually a good practice to get into because separating the elements of a formula in this way can make them much easier to read. Note, too, that Excel also accepts line breaks in formulas. This is handy if you have a very long formula because it enables you to 'break up' the formula so that it appears on multiple lines. To create a line break within a formula, press Alt+Enter.

Entering and Editing Formulas

Entering a new formula into a worksheet appears to be a straightforward process:

1. Select the cell in which you want to enter the formula. Imovie download for mac 10.6.8.

2. Type an equals sign (=) to tell Excel that you're entering a formula.

3. Type the formula's operands and operators.

4. Press Enter to confirm the formula.

However, Excel has three different input modes that determine how Excel interprets certain keystrokes and mouse actions:

• When you type the equals sign to begin the formula, Excel goes into Enter mode, which is the mode you use to enter text (such as the formula's operands and operators).

• If you press any keyboard navigation key (such as Page Up, Page Down, or any arrow key), or if you click any other cell in the worksheet, Excel enters Point mode. This is the mode you use to select a cell or range as a formula operand. When you're in Point mode, you can use any of the range-selection techniques that you learned in Chapter 1, 'Getting the Most Out of Ranges.' Note that Excel returns to Enter mode as soon as you type an operator or any character.

• If you press F2, Excel enters Edit mode, which is the mode you use to make changes to the formula. For example, when you're in Edit mode, you can use the left and right arrow keys to move the cursor to another part of the formula for deleting or inserting characters. You can also enter Edit mode by clicking anywhere within the formula. Press F2 to return to Enter mode.

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You can tell which mode Excel is currently in by looking at the status bar. On the left side, you'll see one of the following: Enter, Point, or Edit.

After you've entered a formula, you might need to return to it to make changes. Excel gives you three ways to enter Edit mode and make changes to a formula in the selected cell:

• Press F2.

• Double-click the cell.

• Use the formula bar to click anywhere inside the formula text.

Excel divides formulas into four groups: arithmetic, comparison, text, and reference. Each group has its own set of operators, and you use each group in different ways. In the next few sections, I'll show you how to use each type of formula.

Using Arithmetic Formulas

Arithmetic formulas are by far the most common type of formula. They combine numbers, cell addresses, and function results with mathematical operators to perform calculations. Table 3.1 summarizes the mathematical operators used in arithmetic formulas.

Table 3.1 The Arithmetic Operators

Most of these operators are straightforward, but the exponentiation operator might require further explanation. The formula =x^y means that the value x is raised to the power y. For example, the formula =3^2 produces the result 9 (that is, 3*3=9). Similarly, the formula =2^4 produces 16 (that is, 2*2*2*2=16).

Using Comparison Formulas

A comparison formula is a statement that compares two or more numbers, text strings, cell contents, or function results. If the statement is true, the result of the formula is given the logical value TRUE (which is equivalent to any nonzero value). If the statement is false, the formula returns the logical value FALSE (which is equivalent to 0). Table 3.2 summarizes the operators you can use in comparison formulas.

Table 3.2 Comparison Formula Operators

Comparison formulas have many uses. For example, you can determine whether to pay a salesperson a bonus by using a comparison formula to compare actual sales with a predetermined quota. If the sales are greater than the quota, the rep is awarded the bonus. You also can monitor credit collection. For example, if the amount a customer owes is more than 150 days past due, you might send the invoice to a collection agency.

Comparison formulas also make use of Excel's logical functions, so see 'Adding Intelligence with Logical Functions,' p. 155.

Using Text Formulas

So far, I've discussed formulas that calculate or make comparisons and return values. A text formula is a formula that returns text. Text formulas use the ampersand (&) operator to work with text cells, text strings enclosed in quotation marks, and text function results.

One way to use text formulas is to concatenate text strings. For example, if you enter the formula ='soft'&'ware' into a cell, Excel displays software. Note that the quotation marks and the ampersand are not shown in the result. You also can use & to combine cells that contain text. For example, if A1 contains the text Ben and A2 contains Jerry, then entering the formula =A1&' and ' &A2 returns Ben and Jerry.

For other uses of text formulas, see 'Working with Text Functions,' p. 133.

Using Reference Formulas

The reference operators combine two cell references or ranges to create a single joint reference. I discussed reference formulas in detail in Chapter 1, but Table 3.3 gives you a quick summary.

Table 3.3 Reference Formula Operators

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To use a keyboard shortcut, press and hold one or more modifier keys and then press the last key of the shortcut. For example, to use Command-C (copy), press and hold the Command key, then the C key, then release both keys. Mac menus and keyboards often use symbols for certain keys, including modifier keys:

On keyboards made for Windows PCs, use the Alt key instead of Option, and the Windows logo key instead of Command.

Some keys on some Apple keyboards have special symbols and functions, such as for display brightness , keyboard brightness , Mission Control, and more. If these functions aren't available on your keyboard, you might be able to reproduce some of them by creating your own keyboard shortcuts. To use these keys as F1, F2, F3, or other standard function keys, combine them with the Fn key.

Cut, copy, paste, and other common shortcuts

• Command-X: Cut the selected item and copy it to the Clipboard.
• Command-C: Copy the selected item to the Clipboard. This also works for files in the Finder.
• Command-V: Paste the contents of the Clipboard into the current document or app. This also works for files in the Finder.
• Command-Z: Undo the previous command. You can then press Shift-Command-Z to Redo, reversing the undo command. In some apps, you can undo and redo multiple commands.
• Command-A: Select All items.
• Command-F: Find items in a document or open a Find window.
• Command-G: Find Again: Find the next occurrence of the item previously found. To find the previous occurrence, press Shift-Command-G.
• Command-H: Hide the windows of the front app. To view the front app but hide all other apps, press Option-Command-H.
• Command-M: Minimize the front window to the Dock. To minimize all windows of the front app, press Option-Command-M.
• Command-O: Open the selected item, or open a dialog to select a file to open.
• Command-P: Print the current document.
• Command-S: Save the current document.
• Command-T: Open a new tab.
• Command-W: Close the front window. To close all windows of the app, press Option-Command-W.
• Option-Command-Esc: Force quit an app.
• Command–Space bar: Show or hide the Spotlight search field. To perform a Spotlight search from a Finder window, press Command–Option–Space bar. (If you use multiple input sources to type in different languages, these shortcuts change input sources instead of showing Spotlight. Learn how to change a conflicting keyboard shortcut.)
• Control–Command–Space bar: Show the Character Viewer, from which you can choose emoji and other symbols.
• Control-Command-F: Use the app in full screen, if supported by the app.
• Space bar: Use Quick Look to preview the selected item.
• Command-Tab: Switch to the next most recently used app among your open apps.
• Shift-Command-5: In macOS Mojave or later, take a screenshot or make a screen recording. Or use Shift-Command-3 or Shift-Command-4 for screenshots. Learn more about screenshots.
• Shift-Command-N: Create a new folder in the Finder.
• Command-Comma (,): Open preferences for the front app.

Sleep, log out, and shut down shortcuts

You might need to press and hold some of these shortcuts for slightly longer than other shortcuts. This helps you to avoid using them unintentionally.

• Power button: Press to turn on your Mac or wake it from sleep. Press and hold for 1.5 seconds to put your Mac to sleep.* Continue holding to force your Mac to turn off.
• Option–Command–Power button* or Option–Command–Media Eject : Put your Mac to sleep.
• Control–Shift–Power button* or Control–Shift–Media Eject : Put your displays to sleep.
• Control–Power button* or Control–Media Eject : Display a dialog asking whether you want to restart, sleep, or shut down.
• Control–Command–Power button:* Force your Mac to restart, without prompting to save any open and unsaved documents.
• Control–Command–Media Eject : Quit all apps, then restart your Mac. If any open documents have unsaved changes, you will be asked whether you want to save them.
• Control–Option–Command–Power button* or Control–Option–Command–Media Eject : Quit all apps, then shut down your Mac. If any open documents have unsaved changes, you will be asked whether you want to save them.
• Control-Command-Q: Immediately lock your screen.
• Shift-Command-Q: Log out of your macOS user account. You will be asked to confirm. To log out immediately without confirming, press Option-Shift-Command-Q.

* Does not apply to the Touch ID sensor.

Finder and system shortcuts

• Command-D: Duplicate the selected files.
• Command-E: Eject the selected disk or volume.
• Command-F: Start a Spotlight search in the Finder window.
• Command-I: Show the Get Info window for a selected file.
• Command-R: (1) When an alias is selected the Finder: show the original file for the selected alias. (2) In some apps, such as Calendar or Safari, refresh or reload the page. (3) In Software Update preferences, check for software updates again.
• Shift-Command-C: Open the Computer window.
• Shift-Command-D: Open the desktop folder.
• Shift-Command-F: Open the Recents window, showing all of the files you viewed or changed recently.
• Shift-Command-G: Open a Go to Folder window.
• Shift-Command-H: Open the Home folder of the current macOS user account.
• Shift-Command-I: Open iCloud Drive.
• Shift-Command-K: Open the Network window.
• Option-Command-L: Open the Downloads folder.
• Shift-Command-N: Create a new folder.
• Shift-Command-O: Open the Documents folder.
• Shift-Command-P: Show or hide the Preview pane in Finder windows.
• Shift-Command-R: Open the AirDrop window.
• Shift-Command-T: Show or hide the tab bar in Finder windows.
• Control-Shift-Command-T: Add selected Finder item to the Dock (OS X Mavericks or later)
• Shift-Command-U: Open the Utilities folder.
• Option-Command-D: Show or hide the Dock.
• Control-Command-T: Add the selected item to the sidebar (OS X Mavericks or later).
• Option-Command-P: Hide or show the path bar in Finder windows.
• Option-Command-S: Hide or show the Sidebar in Finder windows.
• Command–Slash (/): Hide or show the status bar in Finder windows.
• Command-J: Show View Options.
• Command-K: Open the Connect to Server window.
• Command-L: Make an alias of the selected item.
• Command-N: Open a new Finder window.
• Option-Command-N: Create a new Smart Folder.
• Command-T: Show or hide the tab bar when a single tab is open in the current Finder window.
• Option-Command-T: Show or hide the toolbar when a single tab is open in the current Finder window.
• Option-Command-V: Move: Move the files in the Clipboard from their original location to the current location.
• Command-Y: Use Quick Look to preview the selected files.
• Option-Command-Y: View a Quick Look slideshow of the selected files.
• Command-1: View the items in the Finder window as icons.
• Command-2: View the items in a Finder window as a list.
• Command-3: View the items in a Finder window in columns.
• Command-4: View the items in a Finder window in a gallery.
• Command–Left Bracket ([): Go to the previous folder.
• Command–Right Bracket (]): Go to the next folder.
• Command–Up Arrow: Open the folder that contains the current folder.
• Command–Control–Up Arrow: Open the folder that contains the current folder in a new window.
• Command–Down Arrow: Open the selected item.
• Right Arrow: Open the selected folder. This works only when in list view.
• Left Arrow: Close the selected folder. This works only when in list view.
• Command-Delete: Move the selected item to the Trash.
• Shift-Command-Delete: Empty the Trash.
• Option-Shift-Command-Delete: Empty the Trash without confirmation dialog.
• Command–Brightness Up: Turn target display mode on or off.
• Command–Brightness Down: Turn video mirroring on or off when your Mac is connected to more than one display.
• Option–Brightness Up: Open Displays preferences. This works with either Brightness key.
• Control–Brightness Up or Control–Brightness Down: Change the brightness of your external display, if supported by your display.
• Option–Shift–Brightness Up or Option–Shift–Brightness Down: Adjust the display brightness in smaller steps. Add the Control key to this shortcut to make the adjustment on your external display, if supported by your display.
• Option–Mission Control: Open Mission Control preferences.
• Command–Mission Control: Show the desktop.
• Control–Down Arrow: Show all windows of the front app.
• Option–Volume Up: Open Sound preferences. This works with any of the volume keys.
• Option–Shift–Volume Up or Option–Shift–Volume Down: Adjust the sound volume in smaller steps.
• Option–Keyboard Brightness Up: Open Keyboard preferences. This works with either Keyboard Brightness key.
• Option–Shift–Keyboard Brightness Up or Option–Shift–Keyboard Brightness Down: Adjust the keyboard brightness in smaller steps.
• Option key while double-clicking: Open the item in a separate window, then close the original window.
• Command key while double-clicking: Open a folder in a separate tab or window.
• Command key while dragging to another volume: Move the dragged item to the other volume, instead of copying it.
• Option key while dragging: Copy the dragged item. The pointer changes while you drag the item.
• Option-Command while dragging: Make an alias of the dragged item. The pointer changes while you drag the item.
• Option-click a disclosure triangle: Open all folders within the selected folder. This works only when in list view.
• Command-click a window title: See the folders that contain the current folder.
• Learn how to use Command or Shift to select multiple items in the Finder.
• Click the Go menu in the Finder menu bar to see shortcuts for opening many commonly used folders, such as Applications, Documents, Downloads, Utilities, and iCloud Drive.

Document shortcuts

The behavior of these shortcuts may vary with the app you're using.

• Command-B: Boldface the selected text, or turn boldfacing on or off.
• Command-I: Italicize the selected text, or turn italics on or off.
• Command-K: Add a web link.
• Command-U: Underline the selected text, or turn underlining on or off.
• Command-T: Show or hide the Fonts window.
• Command-D: Select the Desktop folder from within an Open dialog or Save dialog.
• Control-Command-D: Show or hide the definition of the selected word.
• Shift-Command-Colon (:): Display the Spelling and Grammar window.
• Command-Semicolon (;): Find misspelled words in the document.
• Option-Delete: Delete the word to the left of the insertion point.
• Control-H: Delete the character to the left of the insertion point. Or use Delete.
• Control-D: Delete the character to the right of the insertion point. Or use Fn-Delete.
• Fn-Delete: Forward delete on keyboards that don't have a Forward Delete key. Or use Control-D.
• Control-K: Delete the text between the insertion point and the end of the line or paragraph.
• Fn–Up Arrow: Page Up: Scroll up one page.
• Fn–Down Arrow: Page Down: Scroll down one page.
• Fn–Left Arrow: Home: Scroll to the beginning of a document.
• Fn–Right Arrow: End: Scroll to the end of a document.
• Command–Up Arrow: Move the insertion point to the beginning of the document.
• Command–Down Arrow: Move the insertion point to the end of the document.
• Command–Left Arrow: Move the insertion point to the beginning of the current line.
• Command–Right Arrow: Move the insertion point to the end of the current line.
• Option–Left Arrow: Move the insertion point to the beginning of the previous word.
• Option–Right Arrow: Move the insertion point to the end of the next word.
• Shift–Command–Up Arrow: Select the text between the insertion point and the beginning of the document.
• Shift–Command–Down Arrow: Select the text between the insertion point and the end of the document.
• Shift–Command–Left Arrow: Select the text between the insertion point and the beginning of the current line.
• Shift–Command–Right Arrow: Select the text between the insertion point and the end of the current line.
• Shift–Up Arrow: Extend text selection to the nearest character at the same horizontal location on the line above.
• Shift–Down Arrow: Extend text selection to the nearest character at the same horizontal location on the line below.
• Shift–Left Arrow: Extend text selection one character to the left.
• Shift–Right Arrow: Extend text selection one character to the right.
• Option–Shift–Up Arrow: Extend text selection to the beginning of the current paragraph, then to the beginning of the following paragraph if pressed again.
• Option–Shift–Down Arrow: Extend text selection to the end of the current paragraph, then to the end of the following paragraph if pressed again.
• Option–Shift–Left Arrow: Extend text selection to the beginning of the current word, then to the beginning of the following word if pressed again.
• Option–Shift–Right Arrow: Extend text selection to the end of the current word, then to the end of the following word if pressed again.
• Control-A: Move to the beginning of the line or paragraph.
• Control-E: Move to the end of a line or paragraph.
• Control-F: Move one character forward.
• Control-B: Move one character backward.
• Control-L: Center the cursor or selection in the visible area.
• Control-P: Move up one line.
• Control-N: Move down one line.
• Control-O: Insert a new line after the insertion point.
• Control-T: Swap the character behind the insertion point with the character in front of the insertion point.
• Command–Left Curly Bracket ({): Left align.
• Command–Right Curly Bracket (}): Right align.
• Shift–Command–Vertical bar ( ): Center align.
• Option-Command-F: Go to the search field.
• Option-Command-T: Show or hide a toolbar in the app.
• Option-Command-C: Copy Style: Copy the formatting settings of the selected item to the Clipboard.
• Option-Command-V: Paste Style: Apply the copied style to the selected item.
• Option-Shift-Command-V: Paste and Match Style: Apply the style of the surrounding content to the item pasted within that content.
• Option-Command-I: Show or hide the inspector window.
• Shift-Command-P: Page setup: Display a window for selecting document settings.
• Shift-Command-S: Display the Save As dialog, or duplicate the current document.
• Shift–Command–Minus sign (-): Decrease the size of the selected item.
• Shift–Command–Plus sign (+): Increase the size of the selected item. Command–Equal sign (=) performs the same function.
• Shift–Command–Question mark (?): Open the Help menu.

Other shortcuts

For more shortcuts, check the shortcut abbreviations shown in the menus of your apps. Every app can have its own shortcuts, and shortcuts that work in one app might not work in another.

• Apple Music shortcuts: Choose Help > Keyboard shortcuts from the menu bar in the Music app.
• Other shortcuts: Choose Apple menu > System Preferences, click Keyboard, then click Shortcuts.

Learn more

• Create your own shortcuts and resolve conflicts between shortcuts
• Change the behavior of the function keys or modifier keys