Learn Excel IF Formula – 5 Tricks you Didnt know

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using excel if formulaExcel has various functions, including functions to calculate inverse cosine of a given value, to multiply 2 matrices, to estimate the internal rate of return. But, most of us(well, just me then..) use just about 5-6 formulas to do our jobs. And IF formulas are a majority of these, so it doesn’t harm to learn a few interesting things you can do with just the excel IF functions.

1. Sum alternative rows / columns:

There comes a time when you are slapped with a sheet of data and need to sum every other row in it (dont ask me why, it happens, for eg. when you copy paste your credit card statement in excel), Ofcourse, we can always type the sum function with all those arguments, but we would rather chomp on that donut while excel does the dirty work for us. Thats why it helps to know that you can sum alternative rows / columns of data using sumif() formula [syntax and examples]. Sumif function sums a range of data that meets a specific criteria. In our case the criteria will be, “if the data element is in odd number rows”.

howto-sum-alternative-rows-columns-excel-using-sumif

All you need to do is add an additional column at the end of the table and fill it with 1s and 0s. (just enter 1 and 0 in 2 rows, select both of them and drag till the end of the table). Now we can use this column to test our condition by writing the sumif function as =sumif(condition range, 1, sum range) [learn how you can highlight alternative rows / columns in an excel table]

2. Count how many times each item on list A is in List B vice versa

Often when you are working on data spread across multiple sheets, it helps to know how many times each item on one list is repeated in another list(s). This can be done easily using a good old countif function. Excel countif formula counts data that meets a specific criteria. [syntax and examples]

learn how to using-countif-ms-excel-function

In the above example, I have used countif function to findout how many customers are there in each city (where customer data is in List B and city data is in List A). The formula looks like =countif(condition rage, condition), eg. countif($g$32:$g$47,"chicago") would tell us how many customers are in Chicago.

3. Quickly Summarize Data with countif / sumif:

Now that we have figured out how to use sumif and countif, you can use these two functions to create quick summary of your data.

For example, we can findout, average sales per customer per city dividing total sales data per each city (obtained using a sumif) with total customers in that city (obtained using a countif) as shown below. This can be a quick way to do pivot analysis of data without actually using excel pivot tables (very useful if you are allergic to excel pivot tables or not very happy using and constantly updating them)

data analysis with countif sumif spreadsheet functions

4. Lookup second, third … nth occurrence of an item in a list in excel:

Often we work with data that has lot of duplicates, for eg. customer phone number data that has grown over a period of time with new numbers added at the bottom of the list. Getting second, third, fourth or nth occurrence from the list can be tricky, by using a combination of countif and vlookup we can lookup nth occurrence from a list. [VLOOKUP tutorial and examples]

First in our data list we will insert another column and place the formula =current-item&countif(range till that point, item), this will append the number of smiths till that point to the end of smith, thus first smith would become smith1, second smith would become smith2, so on…

4-find-second-third-nth-occurrence-using-vlookup

Next, when looking up smith instead of using the initial column of customer data we will use our modified customer data to fire the lookup, for eg. vlookup("smith3", lookup range, 2, false) would tell us the 3rd phone number of smith. Note the last argument to the vlookup as “false”, since our list may not be alphabetically sorted, we have to use “false” to force excel to keep looking till it finds the 3rd smith row.

5. Reduce your nested if()s to one function

Do you know that you cannot nest if functions beyond 7 levels (in earlier versions of Excel)? Thankfully, most of us never go beyond 3 or 4 levels. But why write even that many levels when you can use choose() function, which is like a switch structure in programming. A typical switch function would look like, =switch(condition, outcome1, outcome2, outcome3...), for eg, =switch(3,"good","average","poor") would return “poor” when used. The only limitation to the switch() excel function is that it accepts numbers for testing the condition. But you can overcome this with some creativity, like I have shown in the below student letter grading example:

5-using-excel-choose-function

How did I convert the letter grade to a numeric in the choose(), well thats for you to figure out 🙂

What is your favorite IF formula trick?

Well, that is for you to tell me. What is your favorite Excel IF function tip / usage? Share it in the comments, let everyone know

Download IF Formula Examples and Play with them

I have prepared an excel sheet with all these if function examples, Click here to download it and experiment.

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24 Responses to “10 Supercool UI Improvements in Excel 2010”

  1. Hui... says:

    The best improvement by far is the Collapse Ribbon ^ button !

  2. Alex Kerin says:

    Kind of a shame that some of the best improvements are actually returns to old functionality. One thing I don't like is that to get to recent files I need to do an extra click after File - apart from Save As, that's why I'm usually in the File menu. I like the sparkline options, though they are still as not fully featured as some of the free and pay options out there.

  3. Arti says:

    The collapse button for the ribbon menu is good news. Can you make the ribbon menus stick too?

  4. Jon Peltier says:

    Nine improvements, not ten. You can also select multiple objects in 2007. Click on the Find & Select item at the far right of the Home tab, and the dropdown looks remarkably like your 2010 screenshot.

  5. Chandoo says:

    @Jon.. Thank you. Dumb me, I somehow thought we couldnt select objects in Excel 2007. Just saw the "select menu" and it is there. I have corrected the post and removed the point. I have added the "you can make your own ribbons" instead. Thanks once again.

    @Arti: what do you mean by make ribbons stick?

    @Alex: May be it is my installation, but when I go to "File menu" I see "recent files" by default.

  6. Arti says:

    For example, if I am working with one of the contextual ribbon menus (Pivot tables, Drawing/Chart etc), as soon as I click away from the selected object, the menu tabs vanish. If I click on the object again immediately, then Excel will remember what I was looking at, but if I wander away and click on a Pivot, then back again on the Chart, the menus will 'appear' but not get activated, thereby causing much annoyance and additional clicking.

    I want to "pin" the whole menu (not invididual commands) somehow, so that I can have the menu there for the length of the time I am working with graphics. Excel 2003 used to have the Drawing toolbar you could detach and hover while you were working, but this functionality disappeared in Excel 2007.

    My thought was Excel should just allow a 'pin', similar to the Recently Opened files menu, for the Ribbon Menus as well. If I have not selected any Drawing object, the commands can be greyed out, but I want the menu as a whole to 'stick'.

  7. Chandoo says:

    @Arti... I think MS solved this problem differently. When I select a pivot and go to "design" tab Excel 2010 remembers this and automatically takes me to "design" tab when I reselect the pivot.

    Apart from this you can also define your own ribbon with all the things you normally do. See the above article (I have added this after Jon's comments)

  8. Stephen says:

    Nice feature. About time for a upgrade for MS Office

  9. Arti says:

    Oh... okay. That might be a start. I'd probably just copy-paste the Drawing tab haha. Thanks. I'll definitely give Excel 2010 a try.

    Btw - have you considered getting into / gotten into the world of Excel as it meets SharePoint?

  10. Jon Peltier says:

    Actually, the replacement new thing is probably better than all the rest. One thing that the designers of the Office 2007 ignored was allowing regular users to customize their own interface. Office 2010's interface was expanded in this way to address the huge uproar.

  11. jeff weir says:

    Is there still a limit on how many things you can add to the QAT bar? (I'm too lazy to look myself.)

  12. Chandoo says:

    @Jeff.. it seems to take quite a few, but only shows one line and gives a little arrow button at the end. (summary: shucks!)

  13. Squiggler says:

    The best thing is you can edit the ribbon directly from excel, so now i can create my own bar with just the things I use regularly!

  14. John says:

    One of the annoying things in 07 for me is the Add-Ins menu bar - in 03 I could keystroke directly to menu add ins.. In 07 I needed an extra keystroke just to activate the add-in menu, then the keystrokes as normal.. Hope this marek sense..

  15. Jon Peltier says:

    John -
     
    If you remember the old Excel 2003 Alt-key shortcuts, you can still use them in 2007. To get to the Add-In dialog:
     
    Alt-T-I

  16. Gagan says:

    Dear Arti & Chandoo

    Seen your comments over some issues. Hope you are form India, gone through your comment expecting a pin to command it as a whole, great, hope if someone out of MS have read it, it may be kept in mind while the next R & D of Office Ver. 16

  17. Loranga says:

    Just incase someone forgot CTRL+F1 will collapse the ribbon.

  18. [...] was pleasantly surprised when I ran Microsoft Excel 2010 for first time. It felt smooth, fast, responsive and looked great on my [...]

  19. DK Samuel says:

    I like the sparklines, and the ability to modify the charts

  20. CHRIS LUNA says:

    How do you get rid of the advertisment on the right hand side? If you upgrade then will it take off the ads?

  21. Derek says:

    Once again Microsoft has re-decorated the Office and we are NOT pleased!

    The graphics object selector can be found in the Home ribbon under Find & Select, Select Objects near the bottom of the drop down. You can make it part of the Quick Access toolbar by right click over it and selecting Add to Quick Access toolbar.

    The graphics "cursor" will now appear on the mini-toolbar at the top left of the window.

  22. Vladimir says:

    How to get rid of "Add-Ins" button in Backstage (File)" menu by means of XML code, i.e. to hide, to delete or to disable this button?

    This button is usually situated in the Backstage menu between "Help" and "Options" buttons.

    • Pete Kies says:

      Vladimir, did you ever get an answer to your question?

      I am tying to customize the ribbon UI for a file using XML, and this is precisely the piece I can't figure out. I can hide other tabs, remove items from QAT and backstage - all except the options that are showing up under add-ins in backstage. If there is an XML syntax for referencing this thing and making it invisible, I cannot find it.

  23. Bishnu says:

    Hey, nice tutorial. Please check my video tutorial on similar topic at the below link and provide your comments:
    http://www.youtube.com/watch?v=TeIFc0jYjpA

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