Excel Formulas Cheat Sheet

Written by Coursera • Updated on

Boost your Excel skills with this quick reference guide of essential formulas for time functions, data counting, math, lookup, conditional operations, financial calculations, and more

Excel Formulas Cheat Sheet

Excel is a popular spreadsheet program that allows users to organize and manipulate data efficiently. Excel formulas enable you to perform various calculations, automate tasks, and extract meaningful insights from your data. Using an Excel formula cheat sheet, you can quickly reference and understand the syntax and usage of the most commonly used functions. This will empower you to leverage the full potential of Excel in data analysis, financial modeling, reporting, and other tasks, making your spreadsheets more effective and efficient.

This cheat sheet is a valuable resource for anyone who wants to learn Excel formulas. It is a quick and easy way to learn about the most common Excel functions and formulas, and it can help you perform calculations, analyze data, and create powerful spreadsheets.

Excel Formulas Cheat Sheet

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Date and Time Functions

Function Description Example
=EDATE Returns the date that is a specified number of months before or after a start date. =EDATE(A1, 2)
=EOMONTH Returns the last day of the month that is a specified number of months before or after a start date. =EOMONTH(A1, 1)
=DATE Converts year, month, and day into a date. =DATE(2023, 7, 27)
=TODAY Returns the current date. =TODAY()
=NETWORKDAYS Returns the number of whole workdays between two dates. =NETWORKDAYS(A1, A2)
=YEAR Extracts the year from a date. =YEAR(A1)
=YEARFRAC Returns the year fraction representing the number of whole days between start_date and end_date. =YEARFRAC(A1, A2)

Counting Data Functions

Function Description Example
=COUNT Counts the number of cells that contain numbers. =COUNT(A1:A10)
=COUNTIF Counts the number of cells that meet a criterion. =COUNTIF(A1:A10, ">5")
=COUNTA Counts the number of cells that are not empty. =COUNTA(A1:A10)

Mathematical Functions

Function Description Example
=LOG Returns the logarithm of a number to a specified base. =LOG(100, 10)
=EXP() Returns e raised to the power of a number. =EXP(1)
=MAX Returns the maximum value in a range. =MAX(A1:A10)
=MIN Returns the minimum value in a range. =MIN(A1:A10)
=MAXA Returns the maximum value in a range, including logical values and text. =MAXA(A1:A10)
=MINA Returns the minimum value in a range, including logical values and text. =MINA(A1:A10)
=SUM Adds all the numbers in a range. =SUM(A1:A10)
=SUMIF Adds the cells specified by a given condition or criteria. =SUMIF(A1:A10, ">5")
=SUMSQ Returns the sum of the squares of the arguments. =SUMSQ(A1:A10)
=AVERAGE Returns the average of its arguments. =AVERAGE(A1:A10)
=MEDIAN Returns the median of its arguments. =MEDIAN(A1:A10)
=PERCENTILE.INC Returns the k-th percentile of values in a range. =PERCENTILE.INC(A1:A10, 0.5)
=ROUNDUP Rounds a number up, away from zero. =ROUNDUP(A1, 2)
=ROUNDDOWN Rounds a number down, towards zero. =ROUNDDOWN(A1, 2)
=SUMPRODUCT Returns the sum of the products of corresponding ranges. =SUMPRODUCT(A1:A5, B1:B5)
=CEILING Rounds a number up to the nearest multiple of significance. =CEILING(2.5, 1)
=FLOOR Rounds a number down to the nearest multiple of significance. =FLOOR(2.5, 1)
=VAR.S Estimates variance based on a sample. =VAR.S(A1:A10)
=STDEV.S Estimates standard deviation based on a sample. =STDEV.S(A1:A10)
Autosum Automatically sums a range of data. =SUM(A1:A10)
=ABS Returns the absolute value of a number. =ABS(-4)

Lookup Formulas

Function Description Example
Index Match Combines INDEX and MATCH for powerful lookups. =INDEX(A1:C10, MATCH(E1, B1:B10, 0), 1)
=VLOOKUP Looks for a value in the first column and returns a value in the same row from a specified column. =VLOOKUP(D1, A1:C10, 2, FALSE)
=HLOOKUP Looks for a value in the first row and returns a value in the same column from a specified row. =HLOOKUP(D1, A1:F5, 3, FALSE)
=INDEX Returns the value of an element in a table or an array, selected by the row and column number indexes. =INDEX(A1:C10, 2, 3)
=MATCH Searches for a value in a range and returns its relative position. =MATCH(D1, A1:A10, 0)
=OFFSET Returns a reference to a range that is a specified number of rows and columns from a cell or range of cells. =OFFSET(A1, 2, 2)

Conditional Functions

Function Description Example
=IF Returns a value if a condition is true, and another value if false. =IF(A1 > 10, "Yes", "No")
=OR Returns TRUE if any argument is TRUE. =OR(A1 > 10, B1 < 5)
=XOR Returns TRUE if an odd number of arguments is TRUE. =XOR(A1 > 10, B1 < 5)
=AND Returns TRUE if all arguments are TRUE. =AND(A1 > 10, B1 > 5)
=NOT Reverses the logic of its argument. =NOT(A1 > 10)
=IFERROR Returns a value if an error is found. =IFERROR(A1/B1, "Error")

Data Types

Function Description Example
=ISNUMBER Returns TRUE if the value is a number. =ISNUMBER(A1)
=ISTEXT Returns TRUE if the value is text. =ISTEXT(A1)
=ISLOGICAL Returns TRUE if the value is a logical value. =ISLOGICAL(A1)
=N Returns a value converted to a number. =N(A1)
=VALUETOTEXT Converts a value to text. =VALUETOTEXT(A1)
=DATAVALUE Converts a date in the form of text to a number that represents the date. =DATAVALUE("10/10/2020")

Financial Formulas

Function Description Example
=NPV Calculates the net present value of an investment based on a series of periodic cash flows and a discount rate. =NPV(0.1, A1:A10)
=XNPV Returns the net present value for a schedule of cash flows that is not necessarily periodic. =XNPV(0.1, A1:A10, B1:B10)
=XIRR Returns the internal rate of return for a schedule of cash flows that is not necessarily periodic. =XIRR(A1:A10, B1:B10)
=YIELD Returns the yield on a security that pays periodic interest. =YIELD(DATE(2022,1,1), DATE(2032,1,1),0.05, 95,100,2)
=FV Returns the future value of an investment. =FV(0.05, 10, -1000, -10000)
=PV Returns the present value of an investment. =PV(0.05, 10, -1000, 0)
=PRICE Returns the price per $100 face value of a security that pays periodic interest. =PRICE(DATE(2022,1,1), DATE(2032,1,1), 0.05, 0.06, 100, 2)
=SLN Returns the straight-line depreciation of an asset. =SLN(10000, 1000, 5)
=DB Returns the declining balance depreciation of an asset for a specified period. =DB(10000, 1000, 5, 1)
=DDB Returns the double-declining balance depreciation of an asset for a specified period. =DDB(10000, 1000, 5, 1)

Combining and Splitting Strings

Function Description Example
="black"&"friday" Combines two strings into one. ="black"&"friday"
=REPT Repeats text a given number of times. =REPT("black", 3)
=TEXTSPLIT Splits text into multiple columns or rows. =TEXTSPLIT(A1, ",")

Mutating Strings

Function Description Example
=MID Returns a specific number of characters from a text string starting at the position you specify. =MID(A1, 2, 3)
=UPPER Converts a text string to all uppercase letters. =UPPER(A1)
=LOWER Converts a text string to all lowercase letters. =LOWER(A1)
=PROPER Capitalizes the first letter of each word in a text string. =PROPER(A1)

Data Manipulation

Excel functions are essential tools that help you perform complex calculations and data manipulations efficiently. This cheat sheet covers the most commonly used functions, providing a quick reference guide to enhance your productivity and proficiency in Excel.  Whether you're new to Excel or looking to refresh your memory, Coursera offers online courses in Excel to boost productivity and make navigation through Excel smoother.

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Function Description Example
=FILTER Filters a range of data based on criteria you define. =FILTER(A1:C10, B1:B10 > 50)
=SORT Sorts the contents of a range or array. =SORT(A1:A10, 1, TRUE)