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Chapter 3 - Logical Functions

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Microsoft Excel 2010 - Level 2

© Watsonia Publishing Page 17 Logical Functions

CHAPTER 3 LOGICAL FUNCTIONS

Logical functions are used in spreadsheets to test whether a situation is true or false. Depending on the result of that test, you can then elect to do one thing or another. These decisions can be used to display information, perform different calculations, or to perform further tests.

In this session you will:

9 gain an understanding of logical functions

9 learn how to display text using the IF function

9 learn how to use IF to calculate values

9 learn how to nest IF functions

9 learn how to use IFERROR

9 learn how to use TRUE and FALSE

9 learn how to use the AND function

9 learn how to use the OR function

9 learn how to use the NOT function.

INFOCUS

WPL_E819

Microsoft Excel 2010 - Level 2

© Watsonia Publishing Page 18 Logical Functions

UNDERSTANDING LOGICAL FUNCTIONS

1

Logical functions provide decision-making tools

for information in a spreadsheet. They allow you to look at the contents of a cell, or to perform a calculation, and then test that result against a required figure or value. You can then use the IF logical function to determine which calculation to perform or action to take depending on the outcome of the test. Here are some examples.

The IF Function

The IF function is the key logical function used for decision making. It takes the format: =IF(condition, true, false)

For example, you could use the following formula:

where,

B2 > 400 is the condition being tested

(t) is the text to display if B2 is greater than 400 (the result of the test is yes or TRUE) is the text to display if B2 is less than or equal to 400 (the result of the test is no or FALSE)

The AND Function

The AND function is used to compare more than one condition. It returns TRUE only if all of the conditions are

met, and takes the format:

For example, you could use the following formula:

=AND(B2 > 400, C2 < 300) where,

B2 > 400 is the first condition being tested

C2 < 300 is the second condition being tested

This will only return the result TRUE if the value in cell B2 is greater than 400 and the value in cell C2 is less

than 300. In all other situations, the result will be FALSE.

The OR Function

The OR function is also used to compare more than one condition. It returns TRUE if any of the conditions are

met, and takes the format: =OR

For example, you could use the following formula:

=OR(B2 > 400, C2 < 300) where,

B2 > 400 is the first condition being tested

C2 < 300 is the second condition being tested

This will return the result TRUE if either the value in cell B2 is greater than 400 or the value in cell C2 is less

than 300. The result will be FALSE only if neither of the conditions is met. 2 3

Microsoft Excel 2010 - Level 2

© Watsonia Publishing Page 19 Logical Functions

USING IF TO DISPLAY TEXT

Try This Yourself:

Open File

Before starting this exercise

you MUST open the file E819

Logical Functions_1.xlsx...

Click on the IF Function

worksheet tab, then click on

D7 to select the cell

Type =IF(C7>$E$2,"Exceeded

Target","Below Target")

Press to complete the formula

Click on D7 then double-click

on the fill handle to copy the formula down the column

Notice that the result for Jerry

Hancock is Below Target even

though she achieved 34,000?

Click on D7, then click in the

Formula bar immediately to

the right of >

Type = then press

Repeat step 4 to copy the

formula down the column

IF(logical test, value_if_true, value_if_false)

This function performs the test, then if the result is true, uses the entry in the position true. If the result is not true, the entry for false is used.

If you only want text to appear if the result is

true, you can enter "" (two double quotes) in the position for false. For example, =IF(C7>=$E$2, "Exceeded Target","") will only display text if the target was met or exceeded. 2 4

The IF function can be used to display different

information depending on the outcome of the condition test. The resulting text will appear in the cell where the formula containing the IF function resides. In this example, the IF function is used to indicate where figures in a neighbouring column meet or exceed a specified target. This makes identifying successful sales people far easier. 5

Microsoft Excel 2010 - Level 2

© Watsonia Publishing Page 20 Logical Functions

USING IF TO CALCULATE VALUES

Try This Yourself:

Same File

Continue using the previous

file with this exercise, or open the file E819 Logical

Functions_2.xlsx...

Click on cell E7

Type =IF(C7>=$E$2,(C7-

$E$2)*$E$3,0) Press to complete the formula

Click on E7 and double-click

on the fill handle to copy the formula down

Due to the formatting of the

Commission column, instead

of a 0, the dash symbol appears where no commission is to be paid

IF(test, true-calculation, false-calculation)

This function performs the test, then if the result is true, performs the calculation in the position true. If the result is not true, the entry for false is used.

When you work with values, rather than text,

it is better to use 0 (zero) than to use "" where there is no calculation to perform. This means that all of the results will be values, rather than a mixture of text and values, and the cell formatting can be used to control the way the values are displayed. 2 4

One of the most common uses of the IF function

is to perform numerical computations based on the outcome of the condition test. This is achieved by putting formulas that would normally be used to calculate values in place of the true and false components in the function. You can also use this structure to show a specific value according to the result of the condition test.

Microsoft Excel 2010 - Level 2

© Watsonia Publishing Page 21 Logical Functions

NESTING IF FUNCTIONS

Try This Yourself:

Same File

Continue using the previous

file with this exercise, or open the file E819 Logical

Functions_3.xlsx...

Double-click on E7 to open the

formula for editing Click after the first equal sign and type IF(C7>=(2*$E$2), then press to create a new line

Type (C7-$E$2)*(2*$E$3),

then press to create a new line Click immediately after the first comma on this line and press Click immediately after the first comma on this line and press

Your formula is now divided

complete t Press to move to the end of the formula, and type ) Press , click on E7 then double-click on the fill handle to copy the formula down the column

IF(test, true-calculation, false-calculation)

This function performs the test, then if the result is true, performs the calculation in the position true. If the result is not true, the entry for false is used. You can substitute an entire IF function for the true and/or the false calculations.

When you create nested formulas, Excel will

colour-code the paired brackets to make it easier to see what you are doing. The outside brackets are coloured black.

You can nest any function within another

function, but plan carefully. 2 6

If you need to make more than one decision

before calculating an answer, you can nest or embed an IF function inside an IF function. For example, you can use an IF function in place of the true component of the IF function. If the result of the first condition test is true, the second condition will be tested. This structure provides for three alternative outcomes instead of two. 7

Microsoft Excel 2010 - Level 2

© Watsonia Publishing Page 22 Logical Functions

USING IFERROR

Try This Yourself:

Same File

Continue using the previous

file with this exercise, or open the file E819 Logical

Functions_4.xlsx...

Click on the IFERROR

Function worksheet tab

and click on E7

Type the following

=IFERROR(C7/D7, "Firstquotesdbs_dbs44.pdfusesText_44
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