Excel formulas

excel
beginner
Excel for beginners
Published

April 25, 2025

This session is part of our Excel for beginners course. That’s a series of six linked sessions, delivered on Teams, that give an introduction to Excel for people working in health and social care. The sessions are:

Together, they aim to help you develop an appropriate set of Excel skills to help your work. This session covers formulas in Excel:

KIND Excel beginner skill tree

Previous attendees have said…

  • 21 previous attendees have left feedback
  • 100% would recommend this session to a colleague
  • 100% said that this session was pitched correctly

Three random comments from previous attendees
  • Good session for an absolute beginner
  • It is really helpful to be shown a task, and give us the chance to try it for ourselves.
  • short sharp straight to the point
Session materials

Session outline

  • values and formulas
  • simple functions
  • references in formulas

Values and formulas

Values

Example value, showing identical cell contents and formula bar contents
  • when you enter some data in a cell, we call that a value
  • values look the same in their cell as in the formula bar

Formulas

  • we can also make a value using a formula
  • Excel evaluates/calculates the formula, then displays the result as a value
  • in an empty cell, try entering = 2 + 2

Example formula, showing different cell contents and formula bar contents

Example formulas

  • we can do ordinary arithmetic in formulas /, *, -, +
  • you can also try & which joins values
    • = "This number is " & 5

Functions

  • But most formulas use functions, which are like the verbs of Excel
  • Try = SUM(2, 2)

Adding functions

  • you can type functions in by name (as above)

  • you can also add from the Formulas area of the ribbon
    add from the Formulas area of the ribbon

  • or you can use the \(fx\) button by the formula bar
    use the fx button by the formula bar

Function arguments

  • adding a function by \(fx\) or the menu brings up the Function Arguments interface
    Function Arguments interface

  • This is a helpful builder for more complicated functions

What are arguments?

  • arguments are the values we supply to a function

    • in =SUM(2,3), the arguments are 2 and 3
  • we separate arguments with a comma ,

  • we need to be sure we’re supplying the right arguments in the right order (this gets described as the syntax of a function)

  • we also, while we’re on the jargon, say that functions return a value so = SUM(4,3) will return 7

Useful simple functions

  • in the same way as =SUM(), you can try:
    • AVERAGE
    • MIN and MAX
    • SUBSTITUTE
    • CEILING
    • TODAY
    • ROUND

References in formulas

  • mostly, you won’t add values directly into your formulas
  • instead, you’ll bring them in from another part of your spreadsheet
  • can you use SUM() to make a total Male + Female column in the supplied data?
    • add a header in cell G2
    • if needed, extend the table to include your new column
    • in G3, enter the formula = SUM(C3, D3)
    • then copy down the rows by double-clicking the green fill handle green fill handle

Practice

  • calculate what proportion of your total population is under 16 (thanks, Lara Paterson (NHS Lanarkshire))
  • estimate the population density
  • find an average area for each council area

Troubleshooting functions

  • #NAME? = “I don’t recognise that function name”
  • #VALUE! = “Your syntax has gone wrong - usually in the wrong order”
  • #REF! = “I don’t recognise that reference”
  • #DIV/0! = “You’ve divided by zero”