Your First Formulas
SUM, AVERAGE and the fill handle: a self-study lesson for everyday council work.
How this deck works
Driving it
Click (or → / Space) builds the current slide one step at a time, then moves on
← undoes one step, then one slide
E edits any text in place (Ctrl+S saves a copy)
Rail (left) jumps between the 7 sections
The colour key, worth memorising
Prerequisite knowledge
Selecting and typing
You'll need to know how to open a workbook, click a cell, type into it and press Enter for this part. If that's unfamiliar, pause here, look it up, and come back.
Column letters, row numbers
B2 = column B, row 2
Every cell has an address: its column letter followed by its row number. This deck leans on those addresses constantly, so make sure the idea feels comfortable before moving on.
Meet the two datasets
One skill, two jobs. If you can make a formula work on both sheets, you actually understand it; that transfer is the test this deck keeps setting you.
5 vehicles · litres pumped and dollars spent, straight off the bowser dockets.
7 days · the gate tally, typed in each evening.
The old way: a calculator beside the keyboard
The month ends and someone asks for total litres. The familiar routine: read each number off the sheet, punch it into the phone, then type the answer back in. It works, until it doesn't.
The phone calculator
Three ways that number goes bad
None of these are carelessness; they're baked into the method. Anything typed by hand is frozen the moment you type it.
One typo, start again
Punch 95 as 59 and nothing warns you. The only fix is to notice, then re-key the whole lot from the top.
→ a formula fixes thisChange a number, the total lies
A late docket arrives and the grader's 240 becomes 300. The typed 605 just sits there, wrong, looking perfectly confident.
→ a formula fixes thisNo trail
Six months on, nobody can say which cells made that total, or whether the biscuit run was included. The working is in someone's head.
→ a formula fixes thisYour first formula, one piece at a time
A formula is an instruction you leave in a cell. It always starts with an equals sign, and it points at cells by their addresses rather than copying their numbers. Let's add the Hilux and the grader.
Adding the whole column, the hard way
You could chain every cell together with plus signs. It works, and it already beats the phone calculator, because it updates itself. But five references is tedious here, and a real register might have two hundred rows.
SUM: one word, one range
SUM is a function: a named recipe Excel already knows. You hand it a range of cells in brackets and it adds everything inside. The colon is the key bit of punctuation: B2:B6 reads as "B2 through to B6".
AVERAGE: same shape, different question
"What's a typical fill?" is an AVERAGE question: add everything up, divide by how many there are. You already know how to write it, because it has exactly the same shape as SUM.
The whole point: totals that keep themselves honest
A late docket arrives; the grader actually took 300 litres, not 240. In the old way, this is where the typed total quietly becomes a lie. Watch what the formulas do instead.
Now prove it on the pool sheet
Different sheet, different question, same two moves. The visitors live in B2 to B8 this time; seven rows instead of five, and the formulas don't care.
A new job: a total on every row
Morning tea for the community meeting. Each line needs its own total, quantity times price, and the star * is how Excel writes "times". Start with the first row only.
The fill handle: write once, drag down
Select D2 and look at its bottom-right corner: there's a tiny green square. That square is the fill handle. Grab it and drag down the column, and Excel copies the formula into every row you cross.
Look inside the copies
Click each total and read the formula bar. Nothing was pasted blindly: every copy has quietly re-aimed itself at its own row. A plain reference like B2 really means "two cells to my left", and it keeps meaning that wherever the formula lands. That's called a relative reference.
D2 =B2*C2
The original: row 2's quantity times row 2's price.
D3 =B3*C3
The first copy. The row numbers moved down by one, all by themselves.
D6 =B6*C6
Four rows down, the references have moved four rows too. Each copy answers for its own row.
When copying goes wrong
Now a sheet with one shared number: the GST rate, parked once at the top in B2. Every row should multiply by that same cell. Watch what the fill handle's helpful re-aiming does to it.
The fix: pin the rate with dollar signs
Two dollar signs turn a reference into an absolute reference: one before the column letter, one before the row number. The meaning is simple: when I'm copied, do not move this bit.
The three kinds of reference
Every reference you'll ever write is one of these. The first two carry you through nearly everything; the third is worth recognising when you meet it in someone else's sheet.
Same shape, more questions
You know the shape: name, bracket, range. Here's the rest of the everyday family, each one answering a different question about the same fuel column.
The cheat sheet, keep this one
The colon reads as "through to": B2:B6 is B2 down to B6.
The everyday five
| SUM | add the range up |
| AVERAGE | the typical value |
| MIN | the smallest |
| MAX | the biggest |
| COUNT | how many numbers |
The fill handle
- Select the formula cell
- Grab the small square, bottom-right corner
- Drag down the column, then spot-check a copy
- Double-click it to fill to the bottom
Dollar signs
| B2 | moves with the copy |
| $B$2 | pinned; shared cells like a GST rate |
| F4 | cycles the dollar signs for you |
When it goes wrong: the usual suspects
SUM(B2:B6)
Excel printed your formula back at you as plain text instead of calculating.
Fix: it's missing the equals sign. Every formula starts with =
#####
A row of hashes. The number is fine; the column is just too narrow to show it.
Fix: double-click the boundary between the column letters to widen it.
#VALUE!
A plus-sign formula hit a cell holding words, like "n/a" typed in a number column.
Fix: make every cell in the calculation a real number. (SUM skips words silently; + does not.)
Circular reference
The formula includes its own cell, like =SUM(B2:B7) sitting in B7. Excel chases its tail and warns you.
Fix: keep the total outside the range it adds up.
Range off by one
=SUM(B2:B5) quietly missed the last row, or swallowed the total row above. Plausible, wrong.
Fix: watch the coloured box as you type; it should hug exactly the numbers.
Golden rule
Click any number and read the formula bar. The answer to "where did this come from?" is always written there, or it isn't, and now you know which.
Now teach it
Your six talking points
- The equals sign wakes Excel up: calculate this, don't just store it.
- Point at cells, not numbers: change the cell and every formula follows.
- Name, bracket, range: SUM, AVERAGE, MIN, MAX and COUNT all share one shape.
- The fill handle: write a formula once, drag the little square down.
- Copies re-aim themselves: plain references are relative, and that's a feature.
- Dollar signs pin shared cells: $B$2 keeps every copy reading the one rate.
Three challenges, click to reveal each answer
Every number on a sheet should be able to explain itself. Yours now can.