Spreadsheet Functions#
đŻ Data-Driven Decisions đ Spreadsheets for Analysis Lesson 016
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Important
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The analystâs vocabulary#
A function is a named, prebuilt operation you use inside a formula:
=SUM(B2:B100) instead of =B2+B3+...+B100. Functions are the
spreadsheetâs vocabulary â each is a verb the analyst can call â and a modest
core covers the large majority of everyday work. This lesson names that core;
the cleaning and analysis sections expand it substantially.
The core, by job#
Aggregating â collapse many values to one.
SUM(total),AVERAGE(mean),COUNT(how many numbers),COUNTA(how many non-empty),MIN/MAX(extremes),MEDIAN. These answer âhow much / how many / how typicalâ for a whole column.Conditional aggregating â the same, but only for rows meeting a condition.
COUNTIF/SUMIF/AVERAGEIF(âcount orders over $100â, âsum revenue for the north regionâ) â the workhorses the analysis section devotes a full lesson to.Logical â decisions inside a cell.
IF(test, then, else)returns one value or another;IFERRORhandles the errors of the previous lesson.Text â manipulate strings.
LEN(length),LEFT/RIGHT(extract characters),FIND(locate a substring),CONCATENATE/&(join),TRIM(strip stray spaces) â indispensable when cleaning messy labels.Lookup â pull a value from another table by matching a key.
VLOOKUPand its modern successors join data across sheets â powerful, error-prone, and given full treatment (with troubleshooting) in the analysis section.
The pattern of a function call#
Every function has the same shape: a name, then arguments in
parentheses â =FUNCTION(argument1, argument2, ...). =SUMIF(B2:B100,
">100", C2:C100) reads: over the range B2:B100, for rows greater than 100,
sum the matching cells of C2:C100. Learn to read the argument list and every
function â including ones you have never seen â becomes decipherable from its
name and its inputs.
=SUM(E2:E100) total revenue
=AVERAGE(E2:E100) mean order value
=COUNTIF(D2:D100, "North") number of northern orders
=IF(E2>100, "large", "small") tag each order by size
=LEN(A2) length of the text in A2
Functions across the toolkit#
These are not spreadsheet trivia â they are the same operations you will meet
again as SQL aggregate functions (SUM, COUNT, AVG) and pandas
methods (.sum(), .mean(), .groupby()). Learning the vocabulary here,
where every intermediate value is visible, builds intuition that transfers
directly when the tools scale up. This closes the spreadsheet stage; the next
turns from computing on data to the human side of decisions â stakeholders and
communication.
The caveat#
Functions make wrong answers as fluently as right ones: =AVERAGE(B2:B99)
computes a flawless mean of the wrong range. The function guarantees the
operation, never that it was the operation you needed on the data you meant â
so the sanity-check and verification habits apply to every function call, no
matter how simple it looks.
Hint
See also
Source article Adapted (context, re-expressed) in our own words from: https://insightful-data-lab.com/2023/08/31/spreadsheet-functions/ (insightful-data-lab.com).