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Constructing Formulas for Mathematical Operations in Excel (Basic Tips and Techniques)

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Constructing Formulas for Mathematical Operations in Excel
(Basic Tips and Techniques)

Michelle A. Applequist

Computer Information Systems (CIS105)

Professor Hari Dhungana
Strayer University
September 1, 2009
Constructing Formulas for Mathematical Operations in Excel Microsoft Excel uses formulas to construct mathematical operations in a worksheet. After data have been entered into the worksheet, you can perform calculations, analyze data, and create charts. An Excel formula (calculations you create) and functions (formulas pre-existing in Excel) calculates the data entered in the worksheet. Formulas calculate numbers in a particular order. “Excel has one of the most comprehensive set of formulas, not only to perform calculations but also to manage data and records. It also has the ability to instantaneously re-calculate the results as the raw data changes” (Khoo, 2006-9, para. 2). To construct a formula after you have entered data, you must click in the cell that you want the results to appear in, and then type the formula. You can construct formulas by using the sum function, and editing numbers in a cell. It is stated that: Sum is an Excel function—a prewritten formula. Sum indicates the type of calculation that will take place (addition). When the sum function is activated, Excel looks above the active cell for a range of cells to sum. If there is no range above the cell, Excel will look to the left for a range of cells to sum. (Gaskin, Ferrett, Vargas, & Marks 2008, p. 594) When you construct formulas with the Sum function it adds the range of numbers in parentheses. For example: The formula =SUM(B6:C6) tells you that using =SUM you are performing an addition operation, and the (B6:E6) is the range of cells the sum operation calculates. All formulas must begin with an equal (=) sign and uses mathematical operators to construct the formula. The operators are the symbols used to specify what calculations you want to construct. There are four special types of calculation operators. Arithmetic operators are one type which performs basic mathematical operations. The most basic mathematical operators used in formulas are as follows: • + addition =B4+B5 • - subtraction =B4-B5 • * multiplication =B4*B5 • / division =B4/B5 When constructing formulas by editing numbers in a cell, the formulas containing numbers will produce a result that will not change. For example: The formula =4*5 produces the result 20 But when constructing formulas containing a cell reference (which identifies the cell by the intersecting row and column) the results may change if the data in those cells change. For example: The formula =B4/F6 will produce results based upon the contents or data in cells B4 and F6. In reference to the order of mathematical operations, if a portion of the formula is in parentheses, the portion in parenthesis is always calculated first. Then following the parentheses, Excels calculates the rest of the formula in order as follows: • Multiplication • Division • Addition • Subtraction For example: The formula =(C3*D3)-A7 will first multiply the contents within the parentheses C3 and D3 and then subtract A7 from the results. Excel calculates the formula starting with multiplication and division, and then adds and subtracts the remainder. Using these basic instructions for constructing formulas for mathematical operations in Excel will help you generate charts, create spreadsheets for accounting purposes, generate financial reports, or even simply create a budget sheet for home expenses. Excel spreadsheet programs—which provide formulas and functions that make it easy to calculate numerical data— provided a critical technology leap in business computing. Business people no longer need to rely on adding machines, scientific calculators, or accountants to perform detail sales or financial calculations (Walkenbach, et al., 2007, p. 5). Formulas in Excel are a very powerful tool to manage detail and accurate information, especially for businesses.
References
Khoo, J. (2006-9). Excel Formulas. Retrieved August 25, 2009, from http://www.advanced-excel.com/excel_formulas.html

Gaskin, S., Ferrett, R., Vargas, A., & Marks, S. (2008). GO! With Microsoft Office 2007 Introductory. New Jersey: Prentice Hall

Walkenbach, J., Tyson, H., Wempen, F., Prague, C., Groh, M., Aitken P., et al. (2007). Office 2007 Bible: With Website Access. Indianapolis: Wiley Publishing, Inc.,

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