Excel 2007 Advanced - STL



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Contents

Quick reference: Excel 2007 shortcuts 1

CTRL combination shortcut keys 1

Function keys 2

Other useful shortcut keys 3

What’s New in Excel 2007 5

The Quick Access Toolbar 5

Adding Buttons 5

Removing Buttons 5

Customising the Toolbar 6

Office Button menu 6

Excel 2007 Ribbons 7

Where do I find?... 7

Access Keys 8

Contextual tabs 8

Live Preview 8

Themes 8

Unit 1: Using Logical Functions 9

Working with Names and Ranges 9

What Are Range Names? 9

Defining and Using Range Names 9

Using Logical Functions 10

Using the Function Library 10

Manually entering a function 10

The IF function 11

The AND Function 11

The OR Function 11

Working with Nested Functions 12

Nested IF functions 12

Applying Logical Functions 13

Unit 1 Practice Activity 14

Unit 2: Working with Lookup Functions 15

Using VLOOKUP to Find Data 15

How to Find an Exact Match with VLOOKUP 16

Finding the Closest Match with VLOOKUP 16

Unit 2 Practice Activity 17

Unit 3: Advanced List Management 18

Validating Your Data 18

Creating Data Validation Settings 18

Using Database Functions 19

Creating a Criteria Range 19

Entering the Database Function 19

Unit 3 Practice Activity 20

Unit 4: PivotTables and PivotCharts 21

What is a PivotTable? 21

Preparing Data to Create a PivotTable 21

Creating a PivotTable 22

Adding Fields to the PivotTable 23

Creating a PivotTable Frame (Classic PivotTable Layout) 23

PivotTable areas 24

Rearranging PivotTable Data 25

Hiding and Showing Field Data 25

The PivotTable Tools Ribbon 26

Modifying Calculations and Data Area Display 26

Formatting a PivotTable 26

Refreshing a PivotTable 27

Creating a PivotChart 27

Unit 4 Practice Activity 28

Unit 5: Using ‘What-If’ Analysis Tools 29

Using Scenarios in Excel 29

Creating a Scenario 29

Using Goal Seek 30

Using Solver 31

Checking Solver Installation 31

Setting Solver Parameters 32

Unit 5 Practice Activity 33

Unit 6: Macros 34

What is a macro? 34

Creating a macro 34

The Developer Ribbon 34

Recording a macro 35

Playing a Macro 35

Macro Security 36

More Macro Tasks 40

Recording a Relative Reference Macro 40

Running a Relative Reference Macro 40

Assigning a Keystroke to a Macro 41

Copying a Macro from a Workbook or Template 44

Unit 6 Practice Activity 47

Quick reference: Excel 2007 shortcuts

CTRL combination shortcut keys

|Key |Description |

|CTRL+SHIFT+( |Unhides any hidden rows within the selection. |

|CTRL+SHIFT+) |Unhides any hidden columns within the selection. |

|CTRL+SHIFT+& |Applies the outline border to the selected cells. |

|CTRL+SHIFT_ |Removes the outline border from the selected cells. |

|CTRL+SHIFT+~ |Applies the General number format. |

|CTRL+SHIFT+$ |Applies the Currency format with two decimal places (negative numbers in parentheses). |

|CTRL+SHIFT+% |Applies the Percentage format with no decimal places. |

|CTRL+SHIFT+^ |Applies the Exponential number format with two decimal places. |

|CTRL+SHIFT+# |Applies the Date format with the day, month, and year. |

|CTRL+SHIFT+@ |Applies the Time format with the hour and minute, and AM or PM. |

|CTRL+SHIFT+! |Applies the Number format with two decimal places, thousands separator, and minus sign (-) for negative |

| |values. |

|CTRL+SHIFT+* |Selects the current region around the active cell (the data area enclosed by blank rows and blank |

| |columns). |

| |In a PivotTable, it selects the entire PivotTable report. |

|CTRL+SHIFT+: |Enters the current time. |

|CTRL+SHIFT+" |Copies the value from the cell above the active cell into the cell or the Formula Bar. |

|CTRL+SHIFT+Plus (+) |Displays the Insert dialogue box to insert blank cells. |

|CTRL+Minus (-) |Displays the Delete dialogue box to delete the selected cells. |

|CTRL+; |Enters the current date. |

|CTRL+` |Alternates between displaying cell values and displaying formulas in the worksheet. |

|CTRL+' |Copies a formula from the cell above the active cell into the cell or the Formula Bar. |

|CTRL+1 |Displays the Format Cells dialogue box. |

|CTRL+2 |Applies or removes bold formatting. |

|CTRL+3 |Applies or removes italic formatting. |

|CTRL+4 |Applies or removes underlining. |

|CTRL+5 |Applies or removes strikethrough. |

|CTRL+6 |Alternates between hiding objects, displaying objects, and displaying placeholders for objects. |

| | |

|CTRL+8 |Displays or hides the outline symbols. |

|CTRL+9 |Hides the selected rows. |

|CTRL+0 |Hides the selected columns. |

|CTRL+A |Selects the entire worksheet. |

| |If the worksheet contains data, CTRL+A selects the current region. Pressing CTRL+A a second time selects |

| |the current region and its summary rows. Pressing CTRL+A a third time selects the entire worksheet. |

| |When the insertion point is to the right of a function name in a formula, displays the Function Arguments|

| |dialogue box. |

| |CTRL+SHIFT+A inserts the argument names and parentheses when the insertion point is to the right of a |

| |function name in a formula. |

|CTRL+B |Applies or removes bold formatting. |

|CTRL+C |Copies the selected cells. |

| |CTRL+C followed by another CTRL+C displays the Clipboard. |

|CTRL+D |Uses the Fill Down command to copy the contents and format of the topmost cell of a selected range into |

| |the cells below. |

| | |

|CTRL+F |Displays the Find and Replace dialogue box, with the Find tab selected. |

| |SHIFT+F5 also displays this tab, while SHIFT+F4 repeats the last Find action. |

| |CTRL+SHIFT+F opens the Format Cells dialogue box with the Font tab selected. |

|CTRL+G |Displays the Go To dialogue box. |

| |F5 also displays this dialogue box. |

|CTRL+H |Displays the Find and Replace dialogue box, with the Replace tab selected. |

|CTRL+I |Applies or removes italic formatting. |

|CTRL+K |Displays the Insert Hyperlink dialogue box for new hyperlinks or the Edit Hyperlink dialogue box for |

| |selected existing hyperlinks. |

|CTRL+N |Creates a new, blank workbook. |

|CTRL+O |Displays the Open dialogue box to open or find a file. |

| |CTRL+SHIFT+O selects all cells that contain comments. |

|CTRL+P |Displays the Print dialogue box. |

| |CTRL+SHIFT+P opens the Format Cells dialogue box with the Font tab selected. |

|CTRL+R |Uses the Fill Right command to copy the contents and format of the leftmost cell of a selected range into|

| |the cells to the right. |

|CTRL+S |Saves the active file with its current file name, location, and file format. |

|CTRL+T |Displays the Create Table dialogue box. |

|CTRL+U |Applies or removes underlining. |

| |CTRL+SHIFT+U switches between expanding and collapsing of the formula bar. |

|CTRL+V |Inserts the contents of the Clipboard at the insertion point and replaces any selection. Available only |

| |after you have cut or copied an object, text, or cell contents. |

| |CTRL+ALT+V displays the Paste Special dialogue box. Available only after you have cut or copied an |

| |object, text, or cell contents on a worksheet or in another program. |

|CTRL+W |Closes the selected workbook window. |

|CTRL+X |Cuts the selected cells. |

|CTRL+Y |Repeats the last command or action, if possible. |

|CTRL+Z |Uses the Undo command to reverse the last command or to delete the last entry that you typed. |

| |CTRL+SHIFT+Z uses the Undo or Redo command to reverse or restore the last automatic correction when |

| |AutoCorrect Smart Tags are displayed. |

Function keys

|Key |Description |

|F1 |Displays the Microsoft Office Excel Help task pane. |

| |CTRL+F1 displays or hides the Ribbon, a component of the Microsoft Office Fluent user interface. |

| |ALT+F1 creates a chart of the data in the current range. |

| |ALT+SHIFT+F1 inserts a new worksheet. |

|F2 |Edits the active cell and positions the insertion point at the end of the cell contents. It also moves the insertion |

| |point into the Formula Bar when editing in a cell is turned off. |

| |SHIFT+F2 adds or edits a cell comment. |

| |CTRL+F2 displays the Print Preview window. |

|F3 |Displays the Paste Name dialogue box. |

| |SHIFT+F3 displays the Insert Function dialogue box. |

|F4 |Repeats the last command or action, if possible. |

| |CTRL+F4 closes the selected workbook window. |

|F5 |Displays the Go To dialogue box. |

| |CTRL+F5 restores the window size of the selected workbook window. |

|F6 |Switches between the worksheet, Ribbon, task pane, and Zoom controls. In a worksheet that has been split (View menu, |

| |Manage This Window, Freeze Panes, Split Window command), F6 includes the split panes when switching between panes and |

| |the Ribbon area. |

| |SHIFT+F6 switches between the worksheet, Zoom controls, task pane, and Ribbon. |

| |CTRL+F6 switches to the next workbook window when more than one workbook window is open. |

|F7 |Displays the Spelling dialogue box to check spelling in the active worksheet or selected range. |

| |CTRL+F7 performs the Move command on the workbook window when it is not maximized. Use the arrow keys to move the |

| |window, and when finished press ENTER, or ESC to cancel. |

|F8 |Turns extend mode on or off. In extend mode, Extended Selection appears in the status line, and the arrow keys extend |

| |the selection. |

| |SHIFT+F8 enables you to add a nonadjacent cell or range to a selection of cells by using the arrow keys. |

| |CTRL+F8 performs the Size command (on the Control menu for the workbook window) when a workbook is not maximized. |

| |ALT+F8 displays the Macro dialogue box to create, run, edit, or delete a macro. |

|F9 |Calculates all worksheets in all open workbooks. |

| |SHIFT+F9 calculates the active worksheet. |

| |CTRL+ALT+F9 calculates all worksheets in all open workbooks, regardless of whether they have changed since the last |

| |calculation. |

| |CTRL+ALT+SHIFT+F9 rechecks dependent formulas, and then calculates all cells in all open workbooks, including cells not |

| |marked as needing to be calculated. |

| |CTRL+F9 minimizes a workbook window to an icon. |

|F10 |Turns key tips on or off. |

| |SHIFT+F10 displays the shortcut menu for a selected item. |

| |ALT+SHIFT+F10 displays the menu or message for a smart tag. If more than one smart tag is present, it switches to the |

| |next smart tag and displays its menu or message. |

| |CTRL+F10 maximizes or restores the selected workbook window. |

|F11 |Creates a chart of the data in the current range. |

| |SHIFT+F11 inserts a new worksheet. |

| |ALT+F11 opens the Microsoft Visual Basic Editor, in which you can create a macro by using Visual Basic for Applications |

| |(VBA). |

|F12 |Displays the Save As dialogue box. |

Other useful shortcut keys

|Key |Description |

|ARROW KEYS |Move one cell up, down, left, or right in a worksheet. |

| |CTRL+ARROW KEY moves to the edge of the current data region (data region: A range of cells that contains data |

| |and that is bounded by empty cells or datasheet borders.) in a worksheet. |

| |SHIFT+ARROW KEY extends the selection of cells by one cell. |

| |CTRL+SHIFT+ARROW KEY extends the selection of cells to the last nonblank cell in the same column or row as the |

| |active cell, or if the next cell is blank, extends the selection to the next nonblank cell. |

| |LEFT ARROW or RIGHT ARROW selects the tab to the left or right when the Ribbon is selected. When a submenu is |

| |open or selected, these arrow keys switch between the main menu and the submenu. When a Ribbon tab is selected,|

| |these keys navigate the tab buttons. |

| |DOWN ARROW or UP ARROW selects the next or previous command when a menu or submenu is open. When a Ribbon tab |

| |is selected, these keys navigate up or down the tab group. |

| |In a dialogue box, arrow keys move between options in an open drop-down list, or between options in a group of |

| |options. |

| |DOWN ARROW or ALT+DOWN ARROW opens a selected drop-down list. |

|BACKSPACE |Deletes one character to the left in the Formula Bar. |

| |Also clears the content of the active cell. |

| |In cell editing mode, it deletes the character to the left of the insertion point. |

|DELETE |Removes the cell contents (data and formulas) from selected cells without affecting cell formats or comments. |

| |In cell editing mode, it deletes the character to the right of the insertion point. |

|END |Moves to the cell in the lower-right corner of the window when SCROLL LOCK is turned on. |

| |Also selects the last command on the menu when a menu or submenu is visible. |

| |CTRL+END moves to the last cell on a worksheet, in the lowest used row of the rightmost used column. If the |

| |cursor is in the formula bar, CTRL+END moves the cursor to the end of the text. |

| |CTRL+SHIFT+END extends the selection of cells to the last used cell on the worksheet (lower-right corner). If |

| |the cursor is in the formula bar, CTRL+SHIFT+END selects all text in the formula bar from the cursor position |

| |to the end—this does not affect the height of the formula bar. |

|ENTER |Completes a cell entry from the cell or the Formula Bar, and selects the cell below (by default). |

| |In a data form, it moves to the first field in the next record. |

| |Opens a selected menu (press F10 to activate the menu bar) or performs the action for a selected command. |

| |In a dialogue box, it performs the action for the default command button in the dialogue box (the button with |

| |the bold outline, often the OK button). |

| |ALT+ENTER starts a new line in the same cell. |

| |CTRL+ENTER fills the selected cell range with the current entry. |

| |SHIFT+ENTER completes a cell entry and selects the cell above. |

| | |

|ESC |Cancels an entry in the cell or Formula Bar. |

| |Closes an open menu or submenu, dialogue box, or message window. |

| |It also closes full screen mode when this mode has been applied, and returns to normal screen mode to display |

| |the Ribbon and status bar again. |

|HOME |Moves to the beginning of a row in a worksheet. |

| |Moves to the cell in the upper-left corner of the window when SCROLL LOCK is turned on. |

| |Selects the first command on the menu when a menu or submenu is visible. |

| |CTRL+HOME moves to the beginning of a worksheet. |

| |CTRL+SHIFT+HOME extends the selection of cells to the beginning of the worksheet. |

|PAGE DOWN |Moves one screen down in a worksheet. |

| |ALT+PAGE DOWN moves one screen to the right in a worksheet. |

| |CTRL+PAGE DOWN moves to the next sheet in a workbook. |

| |CTRL+SHIFT+PAGE DOWN selects the current and next sheet in a workbook. |

|PAGE UP |Moves one screen up in a worksheet. |

| |ALT+PAGE UP moves one screen to the left in a worksheet. |

| |CTRL+PAGE UP moves to the previous sheet in a workbook. |

| |CTRL+SHIFT+PAGE UP selects the current and previous sheet in a workbook. |

|SPACEBAR |In a dialogue box, performs the action for the selected button, or selects or clears a check box. |

| |CTRL+SPACEBAR selects an entire column in a worksheet. |

| |SHIFT+SPACEBAR selects an entire row in a worksheet. |

| |CTRL+SHIFT+SPACEBAR selects the entire worksheet. |

| |If the worksheet contains data, CTRL+SHIFT+SPACEBAR selects the current region. Pressing CTRL+SHIFT+SPACEBAR a |

| |second time selects the current region and its summary rows. Pressing CTRL+SHIFT+SPACEBAR a third time selects |

| |the entire worksheet. |

| |When an object is selected, CTRL+SHIFT+SPACEBAR selects all objects on a worksheet. |

| |ALT+SPACEBAR displays the Control menu for the Microsoft Office Excel window. |

|TAB |Moves one cell to the right in a worksheet. |

| |Moves between unlocked cells in a protected worksheet. |

| |Moves to the next option or option group in a dialogue box. |

| |SHIFT+TAB moves to the previous cell in a worksheet or the previous option in a dialogue box. |

| |CTRL+TAB switches to the next tab in dialogue box. |

| |CTRL+SHIFT+TAB switches to the previous tab in a dialogue box. |

What’s New in Excel 2007

One of the major differences between Excel 2007 and its predecessors is the new graphical user interface. The new user interface does not rely on multiple tool bars and menus; instead it offers a cleaner, more intuitive, Ribbon-based layout.

The Quick Access Toolbar

The Quick Access Toolbar is located in the upper left of the Excel 2007 screen, just to the right of the Office menu button. By default, the Quick Access Toolbar holds three buttons (Save, Undo and Redo).

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Adding Buttons

To add a button to the Quick Access Toolbar:

▪ Right-click the button you wish to add to the toolbar

▪ Click the Add to Quick Access Toolbar option.

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If you wish, you can add a group of buttons to the Quick Access Toolbar at once.

To do this:

▪ Right-click on the word that defines the group (such as Font).

▪ Click the Add to Quick Access Toolbar option to add the button group.

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Removing Buttons

It is very easy to remove a button or a button group from the Quick Access Toolbar.

▪ Right-click on button

▪ Click the Remove from Quick Access Toolbar option.

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Customising the Toolbar

To customise the Quick Access Toolbar:

▪ Click on the small down-pointing arrow at the right of the Quick Access Toolbar.

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▪ Click the More Commands option, to display the Excel Options screen.

To add a button:

Select a command from the list on the left and then click the Add button, the command or option in question will be added to the Quick Access Toolbar when you click OK.

To remove a button:

Select a command from the list on the right (the buttons that are currently on the Quick Access Toolbar) and then click the Remove button, the button in question will be removed from the Quick Access Toolbar when you click OK.

At the far right of the Excel Options screen you will see two arrow buttons.

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You can use these arrows to shift the position of buttons currently on the toolbar.

If you click the Reset button near the bottom of the Excel Options screen, the Quick Access Toolbar will be reset to its default configuration.

Finally, you can choose to display the Quick Access Toolbar at the bottom of the Ribbon instead of the top using the Quick Access Toolbar menu.

Office Button menu

The Office button menu contains a lot of features that resided within the File menu in previous versions of Excel.

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Excel 2007 Ribbons

The most notable feature of the new Excel 2007 interface is the Ribbon format. By default Excel has seven Ribbons available through tabs. These Ribbons are:

▪ The Home Ribbon

▪ The Insert Ribbon

▪ The Page Layout Ribbon

▪ The Formulas Ribbon

▪ The Data Ribbon

▪ The Review Ribbon

▪ The View Ribbon

Where do I find?...

Here is where you will find some of the more commonly used features of Excel.

|I want to…. |Ribbon/Button |Group/Command |

|Add numbers using AutoSum |Home |Editing |

| |or | |

| |Formulas |Function Library |

|Adjust the zoom |View |Zoom |

| |or | |

| |Use Zoom slider (bottom right of screen) |

|Apply conditional formatting |Home |Styles |

|Change Excel’s settings |Office Button |Excel Options |

|Create a chart |Insert |Charts |

|Create a header or footer |Insert |Text |

|Create a macro |Developer |Code |

|Create a pivot table |Insert |Pivot Table |

|Filter my data |Home |Editing |

| |or | |

| |Data |Sort & Filter |

|Format numbers in my spreadsheet |Home |Number |

|Hide columns or rows |Home |Cells – Format |

|Import external data into Excel |Data |Get External Data |

|Open a file |Office Button |Open |

|Print a file |Office Button |Print |

|Save a file |Office Button |Save |

|Sort my data |Home |Editing |

| |or | |

| |Data |Sort & Filter |

|Undo/Redo |Quick Access Toolbar |

|Use an Excel function |Formulas |Function Library |

|Use Page Setup features |Page Layout |Page Setup |

|Use Print Preview |Office Button |Print |

Access Keys

Access keys give you access to the Ribbon. They relate directly to the tabs, commands, and other things that you see on the screen. You use access keys by pressing the ALT key followed by another key or a sequence of other keys.

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Contextual tabs

Certain sets of commands are only relevant when objects of a particular type are being edited. For example, the commands for editing a chart are not relevant until a chart appears in a spreadsheet and the user is focusing on modifying it.

Clicking on a chart causes a contextual tab to appear with commands used for chart editing (see below). Contextual tabs only appear when they are needed and make it much easier to find and use the commands needed for the operation at hand.

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Live Preview

Live Preview is a new technology that shows the results of applying an editing or formatting change as the user moves the pointer over various formatting options presented on a Ribbon.

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Themes

The Themes button group allows you to change the colours, fonts, and other visual effects associated with a given Excel 2007 theme. You can find the Themes group on the Page Layout tab.

Unit 1: Using Logical Functions

In this unit, you will learn how to:

▪ Define range names and use names in formulas

▪ Identify and apply Excel’s logical functions, IF, AND, OR

▪ Create nested functions by combining logical functions in a formula

Working with Names and Ranges

Working with numbers isn’t always easy. A complex formula involving several cell ranges can be difficult to understand. Individual cells that contain important data can be hard to find on a large worksheet. Cell references like D5:D22 or A33:C33 are somewhat abstract, and don’t really communicate anything about the data they contain.

In Excel, you can create meaningful names for cells or ranges that can be used to overcome these difficulties.

What Are Range Names?

Range names are meaningful character strings that you can assign to individual cells or cell ranges. You can use a range name practically anywhere you can use a cell or range reference. The advantage of using names comes from the fact that a name, like Employees, is more meaningful and less abstract than a reference like C2:C55. Also, named ranges are by default absolute, so if you copy or AutoFill a formula using named ranges, it will maintain its original cell references.

Defining and Using Range Names

To define a range name:

▪ Select either a cell or cell range

▪ On the Formulas Ribbon, choose the Define Name button from the Defined Names group

▪ To name your range, type a name in the top text field and click OK. The Scope refers to the parts of the workbook where your named range will be valid.

Another way to name a cell or range is to:

▪ Select the cell or range of cells

▪ Click in the Name Box to the left of the formula bar and Type the name

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▪ Press Enter.

Note: Excel will not accept spaces between words in the names you choose. For example, “newrange” or “newRange” or “new_Range”would be acceptable, but “New Range” would not.

Once you have defined your named ranges, you can use them in formulas and functions just as you would a regular cell or range reference.

Using Logical Functions

Excel 2007’s logical functions are:

|AND |FALSE |

|OR |TRUE |

|IF |IFERROR |

|NO | |

These logical functions are important when doing advanced work in Excel because they can help you control the behavior of your worksheets based on specific logical conditions.

This unit will focus on the use of the logical functions IF, AND, OR

Using the Function Library

Excel 2007 contains an extensive library of functions that you can call upon to help you solve problems. These tools are available in the Function Library button group, on the Formulas ribbon.

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The first and largest button is Insert Function. This button will open a dialog allowing you to search for and insert hundreds of functions.

You can also click the small fx button next to the formula bar to display the Insert Function box.

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Manually entering a function

If you know which function you wish to use, you can enter a function into a worksheet by inputting it manually (i.e. by typing the function directly into a cell).

When you do this in Excel 2007, a screen tip will appear with the possible functions that correspond with the letters of the function name you have entered.

For example, if you type =IF into a cell the following appears.

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Once you have selected the function you wish to use, continue by typing in a left bracket, which will cause the function syntax to display in another screen tip.

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Continue to enter all the arguments required for the function to give you a result, ensuring you type a comma between each argument.

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Press Enter to display the result.

The IF function

Excel’s IF function can often prove to be very useful. You can use this function to branch to different values or actions depending on a specified condition. The structure of an If function is as follows: IF(logical test, value if true, value if false)

The AND Function

The AND function will return TRUE if all of its arguments are true. If one argument is false, the AND function will return FALSE. For example, the logical statement 11 is also true. As a result, the compound statement 11 is TRUE, because both of the statements that are being joined by AND are true. The following image demonstrates this in Excel.

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You can have as many as 255 logical arguments to an Excel AND function.

The following table (often referred to as a truth table) may help you understand the AND function. In the last column of the truth table, you will see the value returned by the function, according to the corresponding values of the function arguments.

|A |B |AND(a, b) |

|True |False |False |

|False |True |False |

|True |True |True |

|False |False |False |

The OR Function

The logical OR function will return TRUE if one or more of the arguments to the function are true. For instance, the logical statement 1 ................
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