Exercise 04 — Essential Functions (Count, Sum & Statistical)¶
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Before You Start¶
Read Note 04. Set up this dataset on a sheet named Orders, starting at A1. You'll use it throughout.
| Date | Region | Product | Units | Amount |
|---|---|---|---|---|
| 2026-01-03 | North | Apples | 50 | 150 |
| 2026-01-03 | South | Bananas | 30 | 75 |
| 2026-01-04 | North | Cherries | 20 | 220 |
| 2026-01-04 | East | Apples | 45 | 135 |
| 2026-01-05 | South | Cherries | 15 | 165 |
| 2026-01-05 | North | Bananas | 60 | 150 |
| 2026-01-06 | East | Apples | 25 | 75 |
| 2026-01-06 | South | Apples | 40 | 120 |
Convert it to a Table (Ctrl + T) named Orders if you like — then you can use Orders[Amount] in formulas.
Exercise 4.1 — The Big Five¶
Write a formula for each. Use Amount (column E) unless noted.
| # | Question | Formula | Answer |
|---|---|---|---|
| 1 | Total amount | ||
| 2 | Average amount | ||
| 3 | How many orders (count of numbers) | ||
| 4 | Largest single amount | ||
| 5 | Smallest single amount | ||
| 6 | Total units sold |
Try AutoSum: click the cell below the Amount column and press Alt + =. Does Excel guess the right range?
Exercise 4.2 — Counting Variations¶
=COUNT(E2:E9)— what do you get?=COUNTA(B2:B9)— what do you get?- Now delete the Amount in E5 (leave it blank). Recompute
=COUNT(E2:E9)and=COUNTBLANK(E2:E9). What changed? - Put the value back.
Question: If COUNTA of a column is 8 but COUNT is 6, what does that tell you about the data?
Exercise 4.3 — Conditional Counting and Summing¶
Write these and record the answers:
| # | Question | Formula | Answer |
|---|---|---|---|
| 1 | How many orders are from North? | =COUNTIF(B2:B9,"North") |
|
| 2 | How many orders over $140? | =COUNTIF(E2:E9,">140") |
|
| 3 | Total amount for North | =SUMIF(B2:B9,"North",E2:E9) |
|
| 4 | Total amount for Apples | ||
| 5 | Average amount for South | =AVERAGEIF(B2:B9,"South",E2:E9) |
Question: In SUMIF, which range comes first — the one you test or the one you add up?
Exercise 4.4 — Multiple Conditions (the *IFS family)¶
| # | Question | Formula |
|---|---|---|
| 1 | Count orders that are North AND over $140 | =COUNTIFS(B2:B9,"North",E2:E9,">140") |
| 2 | Total amount where region = South AND product = Cherries | =SUMIFS(E2:E9,B2:B9,"South",C2:C9,"Cherries") |
| 3 | Average units where product = Apples AND units >= 40 |
Important: Notice that in SUMIFS the sum range comes first, but in COUNTIFS there is no sum range. Write down the argument order for each so you don't mix them up.
Exercise 4.5 — Criteria with Cell References¶
Hard-coding ">140" is inflexible. Make it dynamic:
- In cell
H1, type a threshold:140. - Write a formula that counts orders above whatever is in
H1: - Change
H1to100. Does the count update?
Question: Why do you need the & and the quotes around ">"?
Exercise 4.6 — Statistical Functions¶
| # | Question | Formula | Answer |
|---|---|---|---|
| 1 | Median amount | =MEDIAN(E2:E9) |
|
| 2 | Standard deviation (sample) | =STDEV.S(E2:E9) |
|
| 3 | The 2nd largest amount | =LARGE(E2:E9,2) |
|
| 4 | The smallest amount | =SMALL(E2:E9,1) |
|
| 5 | The range (max − min) |
Compare: Is the mean (AVERAGE) higher or lower than the median? What does the gap suggest about the shape of the data?
Exercise 4.7 — Rounding¶
=AVERAGE(E2:E9)probably has decimals. Wrap it:=ROUND(AVERAGE(E2:E9), 0).- Compare
=ROUNDUP(133.2, 0),=ROUNDDOWN(133.9, 0), and=INT(133.9). =ROUND(1234, -2)— what do you get, and why?
Question: What's the difference between rounding a value with ROUND() and just formatting a cell to show 0 decimal places?
Challenge — Test Yourself¶
Using the Orders data:
- Write one formula for total amount of all Apple orders from the North region.
- Write one formula for the number of orders between $100 and $200 (inclusive). (Hint: COUNTIFS with two conditions on the same column.)
- Which is more useful for a salary dataset with a few huge earners —
AVERAGEorMEDIAN? Why? - You see
COUNT= 7 butCOUNTA= 8 on the Amount column. What's likely going on? - Write a formula for the average amount per order built from
SUMandCOUNT(notAVERAGE).
Answers: 1.
=SUMIFS(E2:E9, B2:B9, "North", C2:C9, "Apples")2.=COUNTIFS(E2:E9, ">=100", E2:E9, "<=200")3. MEDIAN — it isn't dragged upward by the few extreme high salaries, so it better reflects the typical worker. 4. One Amount cell holds text (or is blank but counted by COUNTA) — a data-type/missing-value issue to clean. 5.=SUM(E2:E9)/COUNT(E2:E9)
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