For Full versions of my videos or to join my mailing list go to : http://www.pcwebinars.com Excel formula Basics Tutorial for Beginners - Excel 2007, 2010, 2013, 2016
This video will show what you need to build formulas in Excel. It will cover basic math, the mathematical order, percents, relative formulas, absolute formulas, autosum, autofill, and percent of change,
Tom Fragale - Expert Computer Consultant & Trainer Custom On-Site Trainings , Webinars, and Consulting available
today we're going to talk about a very
important feature in Microsoft Excel uh
doing some basic math uh so we're going
to start right here at the beginning and
rule number one all formulas start with
an equal sign so anytime that you want
to do math in the Excel spreadsheet
you're going to start by typing in an
equal sign so I want to click here on
Cell
C3 and I'll type in um equal
76 +
54 they always start the equal sign and
you want to avoid spaces in most cases
so I'm going to go ahead and hit the
enter key now notice how the spreadsheet
will give you the result of the formula
and the formula will be up here in the
formula bar so this say equal 76 + 54
you did the math and you can see it put
it right there in your spreadsheet so
let's try a subtraction I'll
say equal
98
minus 65
so we have equals 98 minus 65 I'm going
to hit the enter key and it gives us the
result there as you can see so uh notice
how the formula always starts with the
equal sign so now let's take a look at
rule number two after you type in the
equal sign you can either type in the
number that you want like we just did or
you can click on the cell on the
spreadsheet that contains the number
that you want to use so let's try two
different
examples here I'll say let me add those
two numbers together I'm going to say
equals
130+
33 and it's going to give us the answer
of 163 and that is correct but let me
show you a different
way we're always going to start with the
equal sign now follow my mouse I'm going
to click on the cell that contains the
130 which is cell C3 in this case then
I'll type in the plus sign then I'll
click on the
33 which is really sell C4 now the
formula says equals C3 +
C4 now that's still going to give us the
163 but watch what the difference is
going to be this is going to be really
important so I'm going to go up here to
the 130 and change that
to uh
225 now when I hit the enter
key notice how this 163 did not change
Chang because those numbers are hard
coded in there this one changed because
the formula is looking at cell C3 and
cell C4 if either cell C3 or C4 changes
like it just did then that's going to
recalculate so that's really the better
way to do your formulas watch again
we're going to start with the equal
sign now you could type in the number or
if the number is already on your
spreadsheet somewhere you're going to
click on that cell that contains the
number that you want which in this case
is cell C3 by the way you could have
typed in C3 but I find it easier just to
click on that cell and I'll type in the
plus
sign and then I'll click on the cell
that contains the number 33 which is
really cell C4 so that means use the
numbers that are in cell C3 and
C4 and the reason that you do it that
way is if one of those numbers
changes then notice how the form
we calculate so that's very important
now let's take a look at rule number
three you're going to tie things
together with your mathematical
operators which are listed over here and
the formula will follow the mathematical
order let's see an example of that so
I'm going to type in
equal 4 + 5 * 6 now times in uh Excel is
going to be the asterisk as this listed
over here it's going to be the asterisk
so if you didn't know what I was about
to tell you you would think it's going
to take it left to right you would think
it would do the four + 5 first which is
9 time 6 you would think it's going to
give you 54 but when we hit the
Anarchy it doesn't say 54 it says 34 so
let's see what happened with that it
doesn't take the math in the mathema in
in the left to right order it does it in
what we call the mathematical order and
I wrote the these down in the mathem
itical order so it's going to handle
anything in parentheses
first then the next one is going to be
exponents and the exponent is like two
to the 4th power the way you do an
exponent is with this up
arrow and it's going to be a shift six
on your keyboard so if we look at this
example here it says equals 2 and the up
Arrow four uh I believe the the word for
that up arrow is called a carrot the way
you get to that is by doing a shift six
on your keyboard and notice how that
would give us 16
um then the next one is going to be
multiplication which is the
asterisk uh equals 7 * 8al 7 asterisk 8
is going to give us 56 division is going
to be the slash here the slash is on the
question mark key so if we say equals 99
SL1 it's going to give us the result of
nine addition of course is the plus sign
and subtraction of course is the minus
sign so it's going to follow this
mathematical order now if I want the
addition to have first here then we're
going to use the parentheses so I can
either change the formula up here in the
formula bar or you can also double click
on a cell if I double click on a cell
then I can see the formula that way as
well either way it's perfectly fine now
I'm going to type in a a parenthesis
before the four and a Clos parenthesis
after the
five so because of the parentheses it's
going to do the addition first you see
according to the mathematical order
parentheses anything in parenthesis is
going to go
first so now it gave us 54 instead of
the
34 all right so when you have a a longer
mathematical expression that has more
than one mathematical operator it's
going to follow the mathematical order
and the way you control it is you put
parentheses around the part that you
want to go first so here's the
mathematical order parentheses exponents
multiplication division addition and
subtraction
and then I showed you some examples over
here so this is a really good screen
that print out perhaps like take a
screen print of this and print it out uh
because it has the rules that you're
going to follow for every mathematical
formula and also the mathematical
operators in the mathematical uh order
here are some examples of the different
mathematical operators here's the
results of what they would give what
they're going to give you if if you
typed it into a cell now there's a way
to remember the mathematical order and I
learned this a long time ago and as I go
around the country teaching these
classes many people learned it this way
as well so we have P for parentheses e
for exponents M for multiplication D for
division s for uh a for addition and S
for subtraction so notice how that's the
first letter of each of the words in
column F and then here's the phrase that
they gave you to help you remember it
please excuse my dear Aunt Sally right
so what possibly you could have and Sal
you have to do with Excel well it helps
you remember the order notice how those
words start with the same letters of the
abev abbreviations from the other words
so it's just a way to memor the
mathematical order when you have a
longer mathematical statement which many
of you will have then that's going to
become really important for you so rule
number one they always start with an
equal sign no matter what the formula is
even the more complicated ones always
start with an equal sign rule number two
after you type in the equal sign you can
either type in the number that you want
or you can click on the cell that that
uh contains the number that you want to
use like we did over here equals C3 plus
C4 right that's going to use the numbers
that are in cell C3 and cell C4 so if
they change then the formula will we
calculate and then rule number three
you're going to tie things together with
your mathematical operators and some of
which are over here there there's more
than that but those are the ones you're
going to use most of the time and the
formula will follow the mathematical
order which is the order I wrote this
down in the way you remember the order
is please excuse my dear Aunt Sally and
um when you want something to go first
in the formula you're going to surround
it with parentheses like we did over
here so that show you the basic premise
for all of your mathematical formulas in
Microsoft Excel no matter how
complicated or how simple they are all
right so the next thing I want to talk
about is how to do
percentages I'm going to type in uh 800
here and I like to get 10% of that well
you can do 10% one of two ways I can say
equals 10 and type in the percent
sign times remember how times is the
asterisk right and I'll click on the 800
equals 10% time C10 which is going to
give me 10% of that
number and it says 80 now the other way
to do percentages would be like
equals this number
times
0.1 0.1 is the same thing as saying
10% both of those mean the same thing
and they both say 80 as you can see take
a look at the first one here it this
equals 10% I'm using the percent sign
time C10 and take a look at this one it
says equals C10 *
0.1 0.1 and 10% mean the same thing so
if I change that number to say
1
1200 both of those are going to change
because they're both pointing to cell um
C10 of those examples all right so this
is a really good screen if if you're
uncomfortable with this you should watch
that part of the video over again and
also you should uh practice you know
practice some simple formulas and then
start to add some U uh you know more
complic uh complicated arithmetic and
then the way you can control the uh
order is with the the parentheses but
you want to see what starts to happen
with these formulas now let's put it
into a real life practice so I'm going
to go over here to a different sheet of
this
workbook okay so here is a simple budget
and uh actually I want to change this to
company budget 2016 because that's when
I'm recording
this that's not a problem
so actually uh now that I thought about
I want to leave that back in 2014
there'll be a reason to do that is
another example that's coming up all
right so here I have column A which
shows the name of the Departments and
across column um across Row three I have
the names of my months by the way let me
show you how I did that uh I'm going to
erase these I'm just going to highlight
those cells and then hit my delete key
on my keyboard I didn't type in all
those entries where it said January
February March when I did this a long
time ago I typed in the word
January I'll even do it again I'll type
in
January Now watch how I'm going to make
it with all the other uh month names so
I'm going to click on the January I'm
going to get the black cross in the
corner you have to be right on the
corner so that's going to be um called
the speed fill you can either drag it to
the right or you can drag it uh down so
when I get the black cross I'm going to
hold down my left Mouse button and just
drag it over as far as I want to go and
notice how the month names are now there
watching again I'm going to undo
that I typed in January I going to get
the black cross you have to be right on
the corner and then hold down your left
Mouse button and drag it over and now
you can see the rest of the month names
uh so that also let me show you some
other things that that can work with
here's my basic math again but in this
sheet I'll type in January I'm going to
make this bigger for
you uh I can zoom in over here in the
corner as you can
see so I'll type in
January I want to show you that we can
also drag it down so I'll get the black
cross and drag it down it works that way
as well notice how when we got to
January it starts again with I mean when
we got to December it starts again with
January so it works that way so it also
works with days of the week like
Monday and I'm going to click on that
and get the black cross and drag it
down it also works with numbers now with
numbers we have to do something special
I'll type in one I'm going to click on
the one I'll get the black cross in the
corner and we'll drag it down now they
all say ones right and that's not what I
wanted to do so watch what you do when
you do a speed fill you get this little
box at the bottom so you click on that
box and you say fill series and then
it'll say one 2 three four
five it also works with dates now I'm
going to do um I can type in today's
date or here's a keyboard shortcut I'll
do control semicolon control semicolon
gives me today's date and and that is
the date that I'm recording this video
so at this point control semic col gave
me today's date now if you try that and
if it gives you a different date than
what you're expecting it's because your
computer clock needs to be reset but
usually control semicolon will give you
the current date I'm going to get the
black cross in the corner of that cell
and drag it down and now we have the
rest of the dates now check this out
with the dates we could do something
special as well so uh it turns out that
the 19th is a Thursday and the 20th is a
Friday Friday so the 21st and 22nd are
Saturdays and Sundays well what if you
just want to show this uh uh
representing work days or weekdays so
I'm going to go ahead and click on this
box at the bottom of the um speed fill
and then we'll
say fill weekdays see that and then
watch what happened it took off the
weekend so it went from the 20th to the
23rd the 27th to the 30th and and so on
so that was kind of interesting I
clicked on that pull down at the bottom
this speed fill and I said fill
weekday the speed fill also works with
um let's say I want a team
one this could have been any word I
could have said schedule one or person
one or anything f with the number one
and we'll just drag it down and just
number that series for you right so
those are all great examples of the
speed fill now let's go back to our
sheet so that's how I had it when I
first did the spreadsheet that's how I
made it say January February March it's
just a quicker way to do it now notice
how I have some numbers in column C
first of all let me show you a really
quick way to add up some numbers we're
going to do something that's called the
auto sum so I'm going to click you're
going to click on the cell where you
want your sum to appear usually at the
bottom of the column or on the right
side of a row and then we'll pick on the
home menu up top
home now on the home menu you come way
over here now this icon has been there
forever but now it says the word Auto
sum so I'm going to click
there and notice how it's going to put a
formula and usually it's the correct
formula it says equal sum C4 through C10
when you see that colon that represents
a range of cells and the way you read
that is Su C4 through C10 and that is
what I want to do so I'll hit the enter
key and it gave us the result so watch
again I'm going to hit my delete key on
my
keyboard I'm going to click on the cell
where I want my total to appear and and
I'll pick on the auto sum and in most
cases it's going to guess the right
formula for you uh so I'll say equal sum
C4 through
C10 and then it has the right answer now
if I change one of those numbers let's
change it to say
17,000 then notice how the bottom number
recalculated which is really great so
let's say in February I want to have a
10% I I'm hoping for a projection of 10
% increase over January so it's going to
be another formula right so I'll type in
the equal sign remember all cells all
formula start with the equal
sign now I'm going to click on that
number in cell
C4 and it says C4 in my formula by the
way I could have also typed it in I just
find it easier to click on that cell
then I'll say times which is the
asterisk
1.1 so it says equals C4 * 1.1 which is
really going to give us a 10%
increase I just hit the enter key so 10%
of 17,000 would be
1,700 and then you add that on top of
the 177,000 and that's why we get 187 so
that's a 10% increase over that
number so the reason I do my formula
that way is if this number changes to
say
16,000 two things are going to change
here the number down here is going to
change and the number over here here is
also going to change because both of
those formulas are pointing the cell C4
so if C4 changes they both update as we
can
see now I want to show you something
very very important that's called
relative formulas or relative references
so in this case I want the whole rest of
the February column to be a 10% increase
over January so I let the copy that
formula all the way down here's the
quick way we're going to get the black
cross in the corner of that
cell and I'm going to drag it down I'm
going to hold down my left Mouse button
and drag it down to the rest of the
column now it turns out that each one of
those numbers is a 10% increase over the
corresponding number in column C but we
have to see what happened to the formula
the first one that I typed in was C4 *
1.1 you can see that up in the formula
bar but when we copied it down it
changed now this one says equals C5 *
1.1 the next one down says equal C6 *
1.1 that's called a relative formula
because it changes relative to the new
cell the power of that was I already had
to type in the formula one time and then
I was able to get the speed fill and
just drag it right on down and it made
the adjustments for me that's called a
relative formula that's going to save
you a lot of time because I just had to
type in the formula once and just be
able to copy it down and it made the
adjustments for me when you see most
people larger spreadsheets it's hardly
ever the case where they would type in
each formula one by one whenever they
can they do that they they type in maybe
the top one and drag it down and they it
makes the adjustments for them now let's
do that again once you learn that
technique you're going to use it over
and over again in your Excel
spreadsheets so let's say March is going
to be a 10% increase over February and
April is going to be a 10% increase over
March and so on so I'm going to go ahead
and highlight these cells
now when I highlight I'm using the white
cross right here's the white cross I
just dragged it down now I'm going to go
ahead U and get the uh the black cross
in the
corner and then I'm just going to drag
it over let me get the black cross
again there it is and I'm just going to
drag it over to the July
column now each of those numbers turns
out to be a 10% increase over the number
two it's left so let's see what happened
to the
formula this one says C4 * 1.1 that's
the one that we typed in the next one
over says D4 * 1.1 the next one over
says E4 * 1.1 notice how it's always the
cell to the left so I was able to type
in that formula one time and then I just
dragged it down with the black cross and
then I just drag that all the way
across and it changed all those form
this formula that's called a relative
formula it's going to really save you a
lot of time instead of typing each one
of those in one by
one uh now once you learn that technique
you're just going to use it over and
over again let's come over
here this cell I made originally by
using the auto sum up here now I could
do the auto sum for each one of those
right across and that'll be fine but the
quicker way is to use the speed fill or
the autofill I'm going to get the black
cross in that cell and I'm just going to
drag it over to column I and now we have
the column totals for the rest of the
columns now when you see the pound signs
in Excel and you're going to see them
all the time that means you have to make
that column bigger that's all that it
means whoops I'm sorry I called pound
signs you might call them um you know
number signs or hashtags right they have
different names but uh it just simply
means we have to get make the column
bigger so here's how to do that I'm
going to move my mouse between letter D
and letter
e and I'll get the black cross right
there now you could drag the black cross
back and forth but the quicker way is to
double click on the black cross so I'm
going to double click and notice how
that made the column bigger and that
makes the pound signs go
away so you move your mouse between the
two columns and then you double click
the uh the black cross now let's do all
of these at the same time I'm going to
start at column
e I'm going to highlight all the way
over the column I so they're all select
it I'm going to go between letter H and
letter I and get the black cross
and double click and that made all those
columns bigger which means the pound
signs went away now back to the point
that we were making with the speed fill
this one said sum C4 through C10 when I
dragged it over with the black
cross then this one says sum D4 through
d10 that's a relative formula made that
adjustment automatically this would says
sum E4 through E10 and so on right
across so that's really going to save
you a ton of time now let's try another
Auto sum I'm going to click on the this
cell right here clearly I want to get
the sum of the numbers going across well
we can use the auto sum for that as
well so I'll click on the word Auto sum
on the right side of the home
menu now this time it guessed it
properly again usually it does it says
equal sum C4 through I4 and that is what
I want to do now if it doesn't get to if
it doesn't get the right form um cells
for you then you can just highlight what
you want to do so if that didn't guess
the right thing I would click on Cell C4
then just highlight over and then it'll
just do formula you do that before you
hit the enter key so I'm going to hit
the enter key at this time and now I
have the sum for that
row Watch How I did that again I'm going
to delete that I'll pick on the auto
Su usually it guess is the right thing
for you but if it doesn't you're going
to click on the cells and highlight the
ones that you want to actually
sum as you can see and then it'll it'll
come out
correctly now this formula says equals
sum C4 through I4 well let the copy that
right on down again so I'll get the
black cross and drag it
down now I have a sum for all the rows
remember how the pound signs mean we're
going to make that column bigger so I'm
going to go between letter J and letter
K get the black cross and double click
and you can see how that made that uh
bigger and now we have the grand total
for the spreadsheet as well now if I
look at this cell right over here it has
a zero because it's it's summing
everything in in row 10 and there's
nothing there so it gave a zero to me
that zero is extraneous so I like to get
rid of that now I want to hit my delete
key on my keyboard to get rid of that as
you can see some people use a space bar
to get rid of a cell but uh that doesn't
really make it officially empty I would
prefer to use the delete KY now if you
ever delete the wrong thing of course
you can always undo uh undo is way up
there on the top and the nice part about
undo is you can keep on undoing to the
last time that you your document uh it's
such a great tool undo now if you undo
too far and you want to redo what you
undo then we also have redo right so we
have undo and redo up there so make sure
you know about those and use those when
you can now I have uh column totals row
totals and even the grand totals so here
we were able to use that formula and
then copy it right across using the
speed fill and then I did the auto sum
there and I copied that right across I
use the auto sum right over here and I
copy that down so watch this video over
and over again until you can do the same
kind of things that I'm doing here with
a little bit of practice you will
definitely get
there now I talked about a relative
formula now I'd like to talk about
something that's called an absolute
reference these come up as well
so I want to calculate the percent of
total now the percent of total is
calculated by taking the row total for
that row and dividing it by the grand
total all right but when I copy the
formula down I want each one of those to
refer to that same grand total so first
I'm going to do it the wrong way I'm
going to show you why it's wrong and
then we'll do it the right way but this
is a trap that we all fall into when
you're first learning Excel or even
after a while right A lot of people
still do this so want to start the
formula of course with an equal
sign I'm going to click on the cell that
I want to use which is cell
j4 and I'll hit the slash for
division and I'll click on the grand
total which is cell j11 so the formula
says equals j4 / j11
and it says
14.95% now by the way uh I had
previously formatted this column as
percent the way I did that was I
highlighted that whole column and then I
picked on the percent sign up
here thought to do it again I put the
hit the percent sign and now I like to
add some decimal places which is uh this
icon over here can add some uh decimal
places so I'm going to click there once
and then twice so another format as
percents but let's go back to to the
formula it says equals if you look at
the formula over here it says equals j4
/ j11 you would think that I can just
copy that down like I've been showing
you so I'll get the black cross and drag
it
down now let's see what happened here it
says division by zero why is it trying
to divide by zero well this is the point
that I'm trying to make so if I double
click on this form on this cell it will
show me the Formula it says equals j4 /
j11 that's the one that I typed in
uh I'm going to hit the Escape key to
get out of that cell now I'll double
click on this one and it says equals J5
/ J12 you see it's still a relative
formula so it moved the whole formula
down by one cell but there's nothing in
cell
J12 that's why it says division by zero
however I don't want to divide by J12 I
still want to divide by j11 so somehow
we have to tell it that when I copy the
formula down to not change that part of
the formula this one's getting even
further away this one says j6 / j13
except there's nothing in j13 that's why
it says division by zero so somehow we
have to tell it that when when I copy
that formula down not to change that
part of the formula to keep it uh static
or absolute or
constant okay this is when we start to
use the dollar signs in our formulas so
let's take a look I'm going to double
click on that
cell and you can can type in the dollar
signs or I know that's another way which
I can show you soon as well so right
before the the J I'll type in a dollar
sign and right before the 11 I'll type
in another dollar
sign now when you see the dollar signs
in your formula we are not talking about
money what that means is that part of
the formula is an absolute reference
which means when we copy it down it's
not going to change it's going to stay
it's still going to say j11 because of
the dollar signs but you have to see it
to appreciate it I going to hit the ENT
key there now the dollar signs don't
make a difference until I copy it down
again so I'm going to click on that cell
I'm going to go ahead and get the black
cross and we'll drag it
down so notice now they have real
numbers this time so let's see what
happens this is the important part this
one says j4 divided by dollar sign J
dollar sign
11 this one says J five but it's still
dividing it by j11 because of the dollar
signs that part of the formula did not
change it remain constant or
absolute this one says j6 and it's still
dividing it by j11 because of the dollar
signs the first part of that formula is
relative here it say
j4 and then the next one says
J5 CJ5 and then the next one says
j6 so the first part of that formula is
relative the second part of the formula
is absolute they all say j11 going all
the way down because of the dollar signs
so watch what I did again let's make
sure we get this this is one that you're
going to use all the time I'm going to
start from scratch
here so right up here we'll
say equals this
number divided by
this
number and it says equals j4 / j11 when
I copy it down right now there's still
relative references so the j11 turned to
J12 and then j13 and j14 and so on
however I always want them to say
J1 so I'm going to click I'm going to
click on that cell I can also type in
the dollar s up here in the formula bar
of course either way it's perfectly fine
now make sure when you do that you
recopy it down so I'm just going to copy
it down again and now they're all
pointing to cell
j11 because of the dollar signs we call
that an absolute
reference so make sure you watch that
part of the video over again because uh
really is a a technique you're going to
use all the time let's do another
example of that
I'm going to type in something here
that's called tax
rate now I'm recording this in in
Pennsylvania in the United States and
the sales tax rate is 6% actually that's
not true I'm I'm recording it in
Philadelphia Pennsylvania Philadelphia
Pennsylvania the uh sales tax is
8% it's really high you know so uh here
I'll type in sales
tax so I want to take the number for
that row which is here and multiply it
by the tax rate
however I want all of them to point to
that 8% so watch how we're going to
build the formula I'm going to start
with the equal sign I'm going to click
on this number here I'll do the asterisk
for
multiplication and I'm going to click on
the
8% now when you're on the part of the
formula that you want to make an
absolute reference you can type in the
dollar signs but a quicker way is the F4
function key so I'm going to uh on my
keyboard on the top row I'm going to
type in
F4 and notice what that did that typed
in the dollar signs for me so the F4 is
a shortcut to do the dollar signs which
makes it an absolute
reference so now it says equals j4 *
dollar sign L dollar sign
2 let's go ahead and copy that down now
and I'll get the black cross and drag it
down now now let's see what happened to
the formula this one says
J5 time dollar sign L dollar sign
2 this one says j6 time dollar sign L
dollar sign 2 the first part of the
formula is changing from cell to cell
that's called a relative reference the
second part of the formula is not
changing they all say L2 because of the
dollar
science so let's say in this case let's
say uh the next mayor of Philadelphia is
going to lower to down to 3% that would
be that would be very great I would
welcome that in a big way it would get a
lot of votes so I'll type in 3% watch
column L they're all going to change
because they were all pointing to that
sell because of the dollar signs let's
say the mayor changes to
3% the city really needed those revenues
who knew so let's change it back to
8% and now watch column l they all
changed because they're all pointing to
the dollar signs I mean they're all
pointing to L2 because of the dollar
signs so that was a relative reference
whereas the ones over here this says F4
* 1.1 the next one says F5 and then F6
if you look in the formula those are
called relative references so that was a
very important part of this
segment now another thing that people
ask me is uh how can we make make it so
that if we update one sheet another
sheet will also update at the same time
how can we link our sheets together let
me show you two ways to do that the
first way is the following we're going
to copy from this sheet then we're going
to go to a different sheet and instead
of just saying paste we'll say paste
special and I'll show you why so here I
am on sheet
2014 and I'm going to highlight these
numbers over here
and you can highlight as many as you
wanted to and I'm going to go ahead and
do a
copy just a normal
copy and in Excel it's going to
highlight what cells are being copied
now I'm going to go to sheet
2015 and you can see let me make it
bigger for you uh down here is the zoom
in the corner so I'll make it a little
bit bigger so you can see what's going
on that actually made you made the uh
pound signs happen but we know what to
do about that now right want to
highlight those col colums I'll go
between two columns to get the black
cross and then double click the black
cross that makes the pound signs go away
but notice over here I have a space
where uh let's see if my my items are
still highlight and they are okay so now
I did a copy I'm going to come over here
I'm on sheet
2015 I'm going to right click on that
cell we'll pick on the word paste
special I'm going to click there
and now it'll open up a different window
and over here it says paste
link paste special and then paste
link now notice how it now has the
numbers from sheet
2014 but more importantly look at the
formula it says 2014 that's the sheet
name the exclamation point separates the
sheet name from the cell so this really
means that if Cell C11 changes on that
other sheet this number will also change
to the same time they're now linked
together uh so I'm sure this one says
2014 d11 as you can see in the formula
so the sheets are now linked together
because we did a copy from one sheet we
came over here and we said paste special
and then paste
link now I'm going to go ahead and
highlight these
cells and I'll tell you what uh i' like
to get the number format from the other
sheet as well so I'll do another past
special I'm going to goe and right click
on those cells and we'll pick on Pace
special but this time I'll pick on the
formats which is going to be the number
formats why it doesn't do it in one step
I'm not really sure but I'll just do a
pay special again with the formats I'll
click on okay and now the number formats
came over as well so it's telling me
that in sheet 2004 uh
2014 column C has a total of 107,000
let's see if that's the case I'll pick
on sheet
2014 and you can see it says 107,000
there now when you have those blinking
cells like that I'm going to hit the
Escape key on my keyboard to get rid of
that I just hit escape and they go
away so if I change this number a lot of
things are going to change this column
total is going to change the row total
over here is going to change the
percents are going to change a lot of
things are going to change here um
because of our formula so I'll type in
20,000 now before I do that watch the
bottom number here this is 107,000 in
fact everything is going to change
now it says
111,000 and I'll change that 15,000 to
say
18,000 now the new Total says 114,000 as
we can see let's see if it changed on
sheet
2015 and you can see that it did all
right so one way to link your sheets
together is to do a copy highlight
yourselves and then do a copy from one
sheet then you go to the other sheet and
you say paste special and then paste
link
by the way that'll work between two
different workbooks as well you can copy
from one workbook go to a completely
different workbook and say paste special
and then paste link that way if you
change the first workbook the second one
will also change even if the second one
isn't open at that time uh you know the
next time you change it it'll the next
time you open it it'll have the newest
numbers because of U paste special and
then paste link now here's the second
way to link your sheets together here
I'm going to type in Grand totals
uh so I'll type in uh
2014
Grand
totals so in this case I'm going to
start the formula on this sheet with an
equal sign like we've been talking
about now as you're building your
formula you're going to click on a cell
on another sheet so I just typed in an
equal sign now I can go down to another
sheet like 2014
and I'll pick on the grand total
there so I'm still building the formula
in the other sheet by the way so notice
the formula up here I can I can do
further math from there I can do
whatever math that I needed to but uh
when I hit the enter key it's going
going be bring me back to the other
sheet because that's where I started the
formula so I'm going to hit the enter
key so notice this formula it says
equals the sheet name and the
exclamation point and cell J 11 so in
that method I started the formula on one
sheet with the equal sign then as I was
building the formula I I clicked on the
cells on the other sheet and that would
be another great way to tie things
together so for example I'm going to go
to sheet 2014 now that number said
108,000 uh we can format that like a
with the uh commas of course um of
course I can make that larger now okay
so actually was a a million 81,000
so I'm glad I have the commas there so
I'm going to go ahead and and click on
sheet
2014 and again if I change this number
the column totals will change and
that'll flush out to the grand total so
I'll type in
25,000 and you can see a lot of the
numbers changed now the total is 1,
128,000 if I go to sheet
2015 then we have the same number there
as well so two ways to link your sheets
together one is the copy from one sheet
and then go to the second sheet and say
paste special and then paste link and
the second method to link your sheets
together is to type in an equal sign on
one sheet and then as you're building
your formula you click on cells on the
other
sheet so in this uh in this spreadsheet
in this video I showed you the basic
math those rules are always going to
apply no matter how complicated the
formula is there's the rules again and
then here's the mathematical operators
and it's going to follow the
mathematical order the way you can
remember the mathematical order is uh
please excuse my dear a s because it's
the first Noti how it's the uh the same
first letters of of these words over
here uh so look at this look at the
sheet make sure you practice with that
then we start to do some good math over
in the other sheet so in this case we
did the auto sum I showed you how to do
the relative formulas by by typing in
the first Formula and then copying it
down with the black cross and they
change
automatically over here we did another
Auto
sum over here I copied the formulas over
because of the speed
fill then I talked about the the
absolute references those are the ones
with the dollar signs so that means if I
copy that formula down then um you know
they're all going to say j11 there
because of the dollar signs and the same
thing here with the tax
rate and then I showed you how to uh
link your sheets together uh in two
different ways so that should go a great
way in getting your started with your
Excel formulas now pretty soon I'll have
some more videos about more complicated
formulas but this will definitely get
you started let's do a real life example
one thing that somebody always ask me to
do would be like a percent of change
from one month to the next month or one
year to the next year so I'm going to go
to a different sheet now and uh this is
where we did our Auto fills let me go to
sheet six even okay and I'll make this
sheet bigger for you by zooming
in so let's say over here I have um year
2015 and I have year
2016 and I'm just going to go back to uh
2015 for a second and I'm just going to
highlight these titles so I don't have
to retype those where it'll just give us
some things to to use so I'm just going
to copy those and just paste them right
to over
here now if I wanted to make that column
bigger of course I'm going to go between
letter b and letter C get the black
cross and then double click like we've
been talking about all right so let's
say in 2015 again I'm just making up
numbers so I'll have uh
10,000
12,000
18,000 let's say the computer Department
gets
30,000 they should always get more money
I'm just kidding and then their
warehouse should have
14,000 and the accounting department
gets 15,000 now let's say in
2016 they had
12,000 uh they had uh
15,000 research and development usually
gets a lot it get them 22,000 say
computer the department got 40,000 that
year maybe the warehouse went down for
some reason and maybe accounting uh
stayed the same
so over here I want to type in the
difference and then pretty soon we'll
have the percent of difference percent
of change so the difference is really a
basic mathematical formula
say
equals I'm going to click on this cell
which is D3
minus this cell so I have D3 minus
C3 and we get the difference clearly
that's uh off by 2000 and we're just
going to copy that down with a speed
fill now I have the difference of each
one of this notice how the warehouse is
a negative and that's correct and uh the
eony didn't go down or didn't change at
all so that was just a basic formula we
have equals D3 minus C3 now let's get
the percent of
change percent
of change
now the percent of change is going to
be uh it's very important to take the
difference divided by
the the difference divided by the first
number not by the second number so I'm
going to say
equals this
number divided by this number all right
so it's the difference divided by the
first number not by the second number
it's really important that you see that
and here we have 0 2 now in a minute
we'll just do some formatting to the
spreadsheet so I should be able to copy
it down now let's see what we
have uh so now I like to really format
these to look a little bit better so I'm
going to go ahead and highlight those
numbers and I'll click on the percent
sign up on the home toolbar and now it
looks a whole lot better and if I wanted
to add some decimal places then we can
use this icon right over there
good now they might say can you make the
ne negative numbers in red or something
like that so what I would do about that
is I would highlight all these
numbers with the white cross and then
we're going to use something that's
called format cells I've been using this
for so long I'm going to right click on
those
numbers first of all actually uh we'll
just do um we'll just do these numbers
because the percents will be different
so I want to highlight these numbers and
I'm going to right
click and in this case we're going to go
back to something that's been around for
a long long time it's called format
cells this gives you a lot more
formatting options so um I'll pick on
the number Tab and you see different
number formats in this case I'll pick on
currency and notice how I can change the
number of decimal places here if you're
working uh in different countries of
course you might have different uh
currency symbols and then your negative
numbers can be shown either with a minus
sign or in red or in parenthesis or red
and parenthesis so check with your
accounting department and ask them how
they want to see their negative numbers
now what they're going to tell you is
they don't want to see negative numbers
at all but when they do display how this
going to display so we'll make it um
let's say with the red a lot of people
like the red format for the negative
numbers and you can see now the 2000
became red and everything has a nice
dollar sign there let's do the same
thing on this column so I'm going to
hide at that
column if they didn't already have
percent signs we can do this as well go
back to format cells after I right
clicked I'll pick on percentage and then
here you can change the number of
decimal places as
well as you can see all right so I'll
click on okay and now those came up as
well now if I wanted that number to be
in red um I could just format that one
in red uh by
itself or we can even do something
that's called conditional formatting uh
which might be in another video but
anyway so you can see now I have the
2015 total the 2016 total to get the
difference I just subtract it I said
equals D3 minus C3 that gives us the
difference and this one show showed up
with um you know a negative number
because it's in red
there to get to percent of change I
started another formula and I said
equals E3 the difference divided by the
first number C3 you don't want to divide
that by the second number you want to
divide that Difference by the first
number E3 divided by C3 and then we can
see the percent of change uh so that was
a a halfway decent example of doing some
math in Excel now what I might do is add
a total at the bottom here by doing an
auto
sum and then I'll get the total for this
one as well by doing an auto
sum and then of course I want to format
those the same way so I'll just
highlight those two cells and we'll pick
on here I can just pick on the currency
format that would be another way to
format your numbers and now they look a
little bit better so that was a real
life example of doing some math in
Microsoft Excel