Monday, September 5, 2011

Microsoft Excel 2007 to 2010

How to reference formulas and data on other worksheets

You don't have to have all your data on one worksheet. In fact, it's common practise to create lots of worksheets in the same workbook. In this lesson, you'll see how reference a formula that is on a different worksheet. This comes in handy if, for example, you have 12 worksheets, one for each month of the year. You can then create another worksheet that holds things like totals for the entire year. We'll do that now.
  • Open up Excel (If it's already open, close the project you're currently working on and open a new blank workbook.)
  • Locate Sheet1, Sheet2, and Sheet3 at the bottom of Excel
  • Rename these to May, June, July (Right click, and select Rename from the menu)
Rename the Worksheet
Click on the May sheet, and enter the same data as in the following image:
Click on the June sheet and enter the following:
Then click on the July sheet and enter the following:
We now need to create a new worksheet. So click on the New Worksheet icon at the bottom of Excel (the one to the right of July in the image below):
Insert a new worksheet
This will be called Sheet4 by default. Rename it to Annual Total, and your workbook will look like this at the bottom:
We're now going to add up the figures on the May, June and July worksheets, and put the answer on the Annual Total worksheet.
Add a label to your Annual Total worksheet:
Then click inside cell B1.
To reference data on another worksheet, you use the exclamation mark (exclamation point, if you're in the USA). This is commonly called a Bang!
So enter this in cell B1 of your Annual Total worksheet:
=May!B1
So we start with an equals sign (=), and then type the Name of the worksheet we want to reference (May). After the exclamation mark (bang), we have the cell we want to reference (B1). If you just type B1 by itself, Excel would assume that you meant the current worksheet.
When you press the enter key, you should see this on your Annual Total worksheet:

This is the same figure as the one on your May worksheet. To add up all our monthly worksheets, just reference them in the same manner:
=May!B1 + June!B1 + July!B1
So click inside cell B1 of your Annual Total worksheet and replace your formula with the one above. Press the enter key and you should see the answer:

So when you want to include figures or formula from other worksheets, remember to include the name of the worksheet followed by a bang

In the next part, you'll see how to spruce up an Excel spreadsheet with drawing objects.

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