This document outlines topics covered in a Microsoft Excel 2003 Intermediate Level training course, including using formulas and functions, managing lists, sorting and filtering data, using Excel as a database, and integrating Excel with other programs. The sections cover working with formulas, functions, array formulas, managing lists, sorting, filtering, validation, lookup functions, and using Excel in Word and with Access. The document provides examples for financial, date, and logical functions.

1. Presented by
Jason Wong
Email : jasonwcc_my@hotmail.com
Contact : +6012-273-6143
Microsoft Excel 2003
Intermediate Level

2. Section 1 : Working with
Functions and Formulas
1.1 Using Formulas
1.2 Exploring Excel Functions
1.3 Using Functions
1.4 Working with Names and Ranges
1.5 Working with Array Formulas
Microsoft Excel 2003 Intermediate Level

3. Using Formulas
Microsoft Excel 2003 Intermediate Level
 Basic Mathematical Operators
Operator Function Example
= Equivalence =1+2*3
() Parentheses (1+2)*3=9
^ Exponential 2^3=8
* Multiplication 3*6=18
/ Division 12/3=4
+ Addition 10+2=12
> Greater Than 2>1=TRUE
< Less Than 2<1=FALSE

4. =10-5+2
Examples of Formulas
Microsoft Excel 2003 Intermediate Level
 Creating Simple Formula
=100-5*6=(100-5)*4=2*2^3=(3+3)/2=((4+6)*2)^2=10>2=10-9>2=2+2*3<6+6/3=1+5-2<1*2+5
Answer = 7Answer = 70Answer = 380Answer = 16Answer = 3Answer = 400Answer = TRUEAnswer = FALSEAnswer = FALSEAnswer = TRUE

5. Excel Formulas
Microsoft Excel 2003 Intermediate Level
 The Formula Bar
 Using Cell Reference
 Absolute or Relative Cell Referencing
 The Formula Auditing Bar
 Trace Dependents and Precedents
 Remove Dependencies
 Watch Window

6. Fixing Formula Errors
Microsoft Excel 2003 Intermediate Level
Error Code Meaning…
#NAME? You entered something in your formula that Excel interprets as
incorrect cell reference, range or function name
#REF! A referenced cells has been deleted or accidentally relocated
#VALUE! Used text in a formula
#DIV/0! Division by zero or an empty cell
#NUM! Incorrectly pass in an incorrect argument like text to function
that is expecting numerical value
######### Means that a number is too wide to be displayed in the cell. To
solve this, auto fit the column width

7. Excel Functions
Basic Functions
Date and Time
Functions
Microsoft Excel 2003 Intermediate Level
 =sum()
 =average()
 =min()
 =max()
 =count()
 =sumif()
 =countif()
 =now()
 =day()
 =month()
 =year()
 =date()
 =hour()
 =minute()

8. Microsoft Excel 2003 Intermediate Level
 Given A1=24th May 2008
 Renew car license the following year, same day
same month
Formula is…
=date(year(A1)+1,month(A1),day(A1
))
•Given License date A1=30th August 2009
•Find out the renewal dates which falls on the following
year but first day of the month
=date(year(a1)+1,month(a
1),1)
•Given current road tax on A1=30th August 2009
•Find out the renewal date which falls half a year later,
but must be on the 10th of the month
=date(year(date),
month(date)+6, 10)
• Student A borrowed a book on the 15th Feb 2010
• The returning due date of the book is 1 month
later
=date(year(date),
month(date)+1,day(date))
• Student A borrowed a book on the 15th Feb 2010
• Return book at the end of the following month
=date(year(date), month(date) +2, 1)-1
DATE Function Scenario

9. Financial Functions
Microsoft Excel 2003 Intermediate Level
 PMT
 FV
PMT Function
Arguments
=pmt( rate , nper , pv ,fv , type)

10. PMT – Example 1
Microsoft Excel 2003 Intermediate Level
Calculate the monthly repayment for a year loan of 10,000
with an annual interest rate of 6.4%.
=PMT(6.4%/12, 12, 10000)
If the payments are due at the beginning of the period
=PMT(6.4%/12, 12, 10000,0,1)

11. PMT – Example 2 : Saving Account
 How much a student need to save up every
month in order to have saving amount of 50,000
at the end of 18 years. Assuming the annual
saving interest rate fixed at 1.5%
=PMT(1.5%/12,18*12,0,50000)
Microsoft Excel 2003 Intermediate Level

12. PMT – Example 3: EPF saving
Microsoft Excel 2003 Intermediate Level
 You want to achieve a total saving of 1Million at
your retire year (55 yrs old). How much do you
need to bank in every month, assuming the
following facts
 The annual saving interest rate fixed at 5.7%.
 You are currently 30 yrs old.
=PMT(5.7%/12,(55-30)*12,0,1000000)

13. Financial Functions
Microsoft Excel 2003 Intermediate Level
 PMT
 FV
FV Function Arguments
=fv( rate , nper , pmt , pv , type)

14. FV – Example 1 : Fixed Deposit
 Calculate the returns of an investment where you
deposit $5,000 into a fixed deposit account that
earns 3.9% annually. You are going to deposit
$250 at the beginning of the month, each month,
for 2 years.
 Interest earn on a monthly basis
=FV(3.9%/12, 2*12, -250, -5000, 1)
Microsoft Excel 2003 Intermediate Level

15. FV – Example 2 Mutual Fund
 Returns the future value of an investment where
you deposit $8,000 into a Mutual Fund account
that earns 5% annually. You are going to deposit
$50 at the end of the week, each week, for 4
years.
 Interest earn on a weekly basis
=FV(5%/52, 4*52, -50, -8000, 0)
Microsoft Excel 2003 Intermediate Level

16. FV – Example 3 Fixed Deposit
 Returns the future value of an investment where
you deposit $6,500 into a fixed deposit account
that earns 1.95% annually. You are going to
deposit $100 at the end of the year, each year, for
10 years.
 Interest earn on a yearly basis
=FV(1.95%,10,-100,-6500,0)
Microsoft Excel 2003 Intermediate Level

17. IF Function
Microsoft Excel 2003 Intermediate Level
 Basic IF
 Nested IF
 Combined conditions with AND | OR operator
=if(200*2>300, “Answer is Higher”, “Answer is
Lower”)
A1=“James”
=if(A1=“James”,”Is The Boss”, “Is a Staff”)=if(Condition, True, False)

18. Working with Array Formulas
Microsoft Excel 2003 Intermediate Level
A B C
1 Sales Expenses Tax
2 33 34 5
3 55 55 6
4 22 23 2
5 23 25 3
6 25 25 5
7 19 18 2.5
Using IF Function in Array Formulas
Using Basic Array Formulas
Arsenal 3 Liverpool 4
ManCity 2 ManU 1
ManU 4 Arsenal 9
Arsenal 2 ManCity 5

19. Section 2: Managing Lists
Creating Lists
Sorting a List
Using AutoFilter
Using Advanced Filter
Using Excel As Database
Microsoft Excel 2003 Intermediate Level

20. Creating Lists
Microsoft Excel 2003 Intermediate Level
 Fields and Rows
 Transposing Lists
 Sorting Lists

21. Transposing Horizontal List
Microsoft Excel 2003 Intermediate Level

22. Using AutoFilter
Microsoft Excel 2003 Intermediate Level

23. Advanced Filter
Microsoft Excel 2003 Intermediate Level
1. Create the Criteria Range
2. Click any part of the source table
3. Data Ribbon > Advanced
4. Select Copy to Another Location
5. List Range : automatically selected
6. Criteria Range : I2:O3
7. Copy To : Extract Range => I9

24. Using Excel as Database
Microsoft Excel 2003 Intermediate Level
 Validating Your Data
 Creating a List Validation
 Creating a Custom Data Validation
 Database Function
 DAVERAGE
 DCOUNT
 DMAX and DMIN
 DPRODUCT
 DGET

25. HLOOKUP and VLOOKUP
Microsoft Excel 2003 Intermediate Level
=hlookup(Search_Cell , Data_Range , Column
_Index)
Create the formula
Create a search cell
Sort first column

26. Using Excel with other Programs
Using Excel in Word
Using Excel with Access
Import data from another program
Microsoft Excel 2003 Intermediate Level

27. Using Excel in Word
Microsoft Excel 2003 Intermediate Level
Inserting
Excel Data
in Word
Document
Linking
Excel Data
in a Word
Document
Modifying
Excel Data
after
Insertion
Insert an
Excel Chart
into a Word
Document

28. Using Excel with Access
Microsoft Excel 2003 Intermediate Level

29. Import from another Program
Microsoft Excel 2003 Intermediate Level
Ms Sql
Server
Oracle
Database
System
IBM
Informix
Server
Text File

30. Jason Wong
Email : jasonwcc_my@hotmail.com
Contact : +6012-273-6143
Microsoft Excel 2003
Intermediate Level – The End