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Spreadsheets Deep Dive

Formula Patterns

Lookup Values

=VLOOKUP(lookup_value, table_range, column_index, FALSE)
=XLOOKUP(lookup_value, lookup_array, return_array)  [Excel 365+]
=INDEX(return_range, MATCH(lookup_value, lookup_range, 0))

Conditional Calculations

=SUMIF(range, criteria, sum_range)
=SUMIFS(sum_range, criteria_range1, criteria1, criteria_range2, criteria2)
=COUNTIF(range, criteria)
=AVERAGEIF(range, criteria, average_range)

Text Manipulation

=CONCATENATE(A1, " ", B1)  or  =A1 & " " & B1
=LEFT(text, num_chars)
=RIGHT(text, num_chars)
=TRIM(text)  -- removes extra spaces
=PROPER(text)  -- Title Case

Date Functions

=TODAY()
=YEAR(date) / MONTH(date) / DAY(date)
=DATEDIF(start_date, end_date, "Y")  -- years between dates
=WORKDAY(start_date, num_days)  -- excludes weekends

Pivot Tables

When to use: Summarizing large datasets by categories.

Setup:

  1. Select data (including headers)
  2. Insert → Pivot Table
  3. Drag fields:
    • Rows = categories to group by
    • Columns = secondary grouping
    • Values = what to calculate (Sum, Count, Average)

Refresh: Right-click pivot → Refresh (data source changed)

Calculated fields: Add custom calculations within pivot.


Common Errors & Fixes

Error Cause Fix
#N/A VLOOKUP can't find value Check spelling, spaces, data type
#REF! Referenced cell deleted Update formula references
#VALUE! Wrong data type Check if text vs number
#DIV/0! Dividing by zero Add IF to check denominator
##### Column too narrow Widen column

Data Cleaning

Remove duplicates: Data → Remove Duplicates Text to columns: Data → Text to Columns (split by delimiter) Find & Replace: Ctrl+H, use wildcards (* for any characters) Trim spaces: =TRIM(A1) then paste values


Keyboard Shortcuts (Excel)

Action Windows Mac
New row/column Ctrl++ Cmd++
Delete row/column Ctrl+- Cmd+-
Fill down Ctrl+D Cmd+D
Absolute reference F4 Cmd+T
Go to formula cell Ctrl+[ Cmd+[
Select to end Ctrl+Shift+End Cmd+Shift+End