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Excel Formulas Cheat Sheet


 Excel Formulas Cheat Sheet

There are an endless amount of formulas in excel...


but knowing how to use each, as well as when to use each is what separates the pros from the beginners.


Let's do a deep dive into all of our options so that by the end of today, you'll be able to call yourself a pro 😎

 

➡️Sum Formulas


These are fairly simple - they allow you to sum values in a range


Excel formulas cheat sheet - Sum formula

➡️Lookup Formulas


These are really common → they return a value that you enter into your lookup formula

*Note: there's no reason to use vlookup anymore!


Excel formulas cheat sheet - Lookup formulas


➡️ Date Formulas


These are formulas that allow you to work flexibly with dates

My favorite here is EOMONTH

Excel formulas cheat sheet - Date Formulas


➡️ ROUND Formulas


These formulas help you round values


Excel formulas cheat sheet -  Round formulas

➡️ CONDITIONAL / BOOLEAN Formulas


These are also really popular, and allow you to return results that meet a specific true / false criterion


Excel formulas cheat sheet - Boolean/Conditional  formulas

➡️ SPILL ARRAY Formulas


These formulas #SPILL! into other cells.


These are really useful, and are unique in the way they feed into other cells


Excel formulas cheat sheet -  Spill Array formulas

➡️General Math Formulas


These formulas are basic math operators, but make no mistake...they can be really powerful.


Excel formulas cheat sheet - General math  formulas

➡️Text Formulas


These excel formulas are helpful when dealing with text.


Trim is especially helpful when working with accounting softwares that add a space before / after your GL account


Excel formulas cheat sheet -  Text formulas

➡️Finance Formulas


These excel formulas are useful in the context of finance.


I'll often times use one of these when building out a debt schedule.


Excel formulas cheat sheet - finance  formulas

➡️Custom Function Creation Formula


These excel formulas help you create functions.


I LOVE using LET, as it helps me create variables that I can reuse in my formulas


Excel formulas cheat sheet - Custom Function Creation  formulas

➡️Indirect Cell/Range Reference Formula


These excel formulas allow you to refer to cells, both directly and indirectly.


I like to sometimes create a reference to a tab in a cell, and use that text in my formulas using indirect.

Excel formulas cheat sheet - Indirect Cell/Range Reference  formulas

➡️Combine Formulas


These excel formulas allow you to combine values


Excel formulas cheat sheet -  Combine formulas

➡️10 Formulas that I use EVERYDAY in Finance & Accounting from the Excel Cheat Sheet


In my job, I am constantly using excel...


and when I go on vacation, I have withdrawal 🤣


Here are the formulas I use everyday from the excel cheat sheet:

  • EOMONTH

  • SUMIFS

  • INDEX / MATCH

  • COUNTIFS

  • SUMPRODUCT

  • LET

  • FILTER

  • UNIQUE

  • SORT

  • IF

Here's the full Excel Formulas Cheat Sheet





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