1.2) excel formulas
FORMULA Casing Functions PROPER UPPER LOWER
DESCRIPTION
SELECTED USEFUL EXCEL FORMULAS SYNTAX
change text string to proper casing change text string to upper casing change text string to lower casing
=PROPER(text or cell reference) =UPPER(text or cell reference) =LOWER(text or cell reference)
String Manipulation & LEFT RIGHT FIND
concatenate text and cells together return N # of characters from the left return N # of characters from the right find the first specified character in a text string
=A1&"text"&A2 =LEFT(text,num_chars) =RIGHT(text,num_chars) =FIND(find_text,within_text,start_num)
INDIRECT DATEVALUE
returns reference specified by a text string converts a date to corresponding number
=INDIRECT(ref_text) =DATEVALUE(date_text)
Lookup Functions VLOOKUP HLOOKUP MATCH
looks for a value in Nth column of a vertical array of data looks for a value in Nth row of a horizontal array of data
returns relative position of a value in an array
=VLOOKUP(lookup_value,table_array,col_index_num,range_lookup) =HLOOKUP(lookup_value,table_array,row_index_num,range_lookup) =MATCH(lookup_value,lookup_array,match_type)
Switches IF CHOOSE OFFSET
performs an action based on a logical test chooses an action or value based on a number returns a value in a cell offset from a reference cell
=IF(logical_test,value_if_true,value_if_false) =CHOOSE(index_num,value1,value2,...) =OFFSET(reference,rows,cols,height,width)
Error Checking ISERROR ISNA ISBLANK
checks if a value/formula is an error checks if a value/formula is N/A checks if a cell is blank
=ISERROR(value) =ISNA(value) =ISBLANK(value)
Mathematical Calculations
MAX
returns the largest value of an array of numbers
AVERAGE
returns the average of an array of numbers
MEDIAN
returns the median of an array of numbers
MIN
returns the smallest value of an array of numbers
=MAX(number1,number2,...) =AVERAGE(number1,number2,...) =MEDIAN(number1,number2,...) =MIN(number1,number2,...)
Financial Calculations NPV IRR PV FV RATE
returns net present value of a series of values returns internal rate of return of a series of values returns present value of a future value or series of values returns future value of a present value or series of values returns interest rate given a series of values
=NPV(rate,value1,value2,...) =IRR(values) =PV(rate,nper,pmt,fv,type) =FV(rate,nper,pmt,pv,type) =RATE(nper,pmt,pv,fv,type)
WALL ST. TRAINING ?
Hamilton Lin, CFA, wallst-
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