excel artifact
TRANSCRIPT
1
VLOOKUP is an Excel function that
pulls information from a database
into another documents such as an
invoice. The example to the left
shows tracking of instructor books.
The second sheet is where I would
like to track the books that are
handed out to instructors, I am
basically auto filling the information
from the original database just by
typing in the “Item Number”.
Please note that there are hundreds of instructor
books, VLOOKUP saves a lot of time. Rather than
looking through binders and papers I have used a
formula.
The Lookup_value is the “Item
Number”, the Table_array is all the
information I want pulled from the
original database, and the
Col_index_num fills what information
I am looking for. Since I have started
the VLOOKUP with B5 selected I enter
2, for column 2.
As you can see below the “Book
Name” is now listed
VLOOKUP
2
Using the Total Row or SUM function
is useful and accurate. I used this
function to check the costs of the
instructor books to then add this
information to the official inventory
tracking sheet.
Total Row
Goal Seek is often used in sales, to
find out how much an items has to
change to meet a goal. For my
example I have the book sales
comparison. My goal is to see what
kind of price increase I would need to
apply to a book or sales or books per
that term.
I select the amount sold this term
enter the amount sold last term as
the goal and Goal Seek what sales
increase or price increase I would
need for the English books only. The
answer is listed to the left.
Goal Seek
3
Pivot Chart Pivot Charts make it easier to see the
information within the database. It is
usually easier to read. In my example
to the left I have decided to make a
Pivot Chart for the Term 2152, using
this I can also separate and filter
items by row.
4
Conditional Formatting can be used
as a great visual reference. I have
used it in the example to the left to
show sales. Without looking at the
numbers one can tell that the Bio
Chem books were the most sold
books.
Conditional Formatting
IF Function The IF Function is great to use while
comparing items in a database or on
a spreadsheet. For the example to the
left I wanted to state if “Action was
required” for the damaged books. I
constructed an “equal to” function
which stated that IF F-2 was a “Y”
then I-2 would state Yes or No
depending on if there were damaged
books. I choose to have no action for
the damaged books at this time since
they are being discontinued.
5
Please note:
Graphic in the background
Color and renaming of worksheet tabs
Insertion of hyperlink
Insertion of header and footer
Hiding rows and columns
6
Protected worksheet “Term 2152 &
2162)
Added chart
Formatted table
Changed the column width
Froze the top row of the
worksheet
7
Date function
Now function