Formula Reference

Excel Formula Library

Search formulas by task, category, or keyword. Each entry includes formula syntax, examples, explanation, use cases, and mistakes to avoid.

Try “paid orders”, “lookup”, “GST”, “attendance”, or a function name.

24 formulas
Logical IF

Return a result based on a condition

Check a condition and return one value when it is true and another when it is false.

=IF(B2>=60,"Pass","Fail")
Approval statusPass or fail

IF evaluates the logical test first, then returns the matching true or false result.

Logical IFERROR

Replace formula errors with a useful message

Return a fallback value instead of showing an Excel error.

=IFERROR(XLOOKUP(E2,A:A,C:C),"Not found")
Cleaner reportsLookup fallbacks

IFERROR returns the original formula result when successful and the fallback value when any error occurs.

Sales SUMIF

Sum values matching one condition

Add amounts when a related cell matches one criterion.

=SUMIF(A:A,"West",C:C)
Regional salesCategory totals

SUMIF checks each cell in the criteria range and adds the corresponding value from the sum range when it matches.

Sales SUMIFS

Sum values matching multiple conditions

Add amounts only when every selected condition is satisfied.

=SUMIFS(D:D,A:A,"West",B:B,"Paid")
Sales by region and statusMonthly reports

SUMIFS evaluates multiple criteria ranges and adds only rows where all conditions match.

Ecommerce COUNTIFS

Count rows matching multiple conditions

Count records only when every condition matches.

=COUNTIFS(B:B,"Paid",C:C,"West")
Order dashboardsHR attendance counts

COUNTIFS checks the conditions in parallel and counts rows where all criteria are true.

Lookup INDEX MATCH

Find a value with INDEX and MATCH

Perform a flexible exact lookup without requiring the lookup column to be first.

=INDEX(C:C,MATCH(E2,A:A,0))
Flexible product lookupsLegacy Excel workbooks

MATCH finds the row position of the lookup value and INDEX returns the value at that position.

Text TEXT

Format a date as a month name

Convert a date or number into readable formatted text.

=TEXT(B2,"mmmm")
Month labelsInvoice references

TEXT applies the selected display format and returns the result as text.

Text LEFT

Extract characters from the start of text

Return a chosen number of characters from the beginning of a text value.

=LEFT(A2,3)
SKU prefixesDepartment codes

LEFT starts at the first character and returns the requested number of characters.

Ecommerce FILTER

Return only rows matching a condition

Create a dynamic list containing only records that match your criteria.

=FILTER(A2:D100,D2:D100="Paid","No paid orders")
Paid order listsOpen task views

FILTER evaluates the include condition and spills matching rows into the result area.

Data Cleanup UNIQUE

Create a unique list from repeated values

Return distinct values from a range without permanently deleting rows.

=UNIQUE(A2:A100)
Unique customer listsCategory lists

UNIQUE scans the source range and spills each distinct value once.

Accounting Profit Margin

Calculate profit margin

Calculate margin percentage from selling price and total cost.

=((B2-C2)/B2)*100
Ecommerce pricingRetail reports

Subtract cost from selling price to get profit, divide by selling price, then multiply by 100.

Accounting Add GST

Calculate price including GST

Add GST or tax percentage to a taxable value.

=B2*(1+C2)
GST invoicesTax calculations

The formula multiplies the base amount by one plus the tax rate.

Accounting Remove GST

Find taxable value from GST-inclusive price

Reverse-calculate taxable value from a price that already includes GST.

=B2/(1+C2)
Invoice reviewSettlement reports

The inclusive amount is divided by one plus the GST rate to remove tax.

Date Age from DOB

Calculate age from date of birth

Calculate completed age in years from a date of birth.

=DATEDIF(B2,TODAY(),"Y")
HR recordsSchool sheets

DATEDIF counts the number of full years between the birth date and today.

Sales Sum Sales by Month

Sum sales by month

Add sales amounts where order dates fall inside a selected month.

=SUMIFS(C:C,A:A,">="&E2,A:A,"<"&EDATE(E2,1))
Monthly sales reportsEcommerce dashboards

SUMIFS checks dates from the month start up to the day before the next month.

Ecommerce Count Orders by Status

Count orders by status

Count how many rows match a status such as Paid, Pending, Shipped, or Cancelled.

=COUNTIF(D:D,"Shipped")
Order dashboardsMarketplace reports

COUNTIF checks each status cell and counts exact matches.

Accounting Find Duplicate Invoice Numbers

Find duplicate invoice numbers

Flag invoice numbers that appear more than once.

=COUNTIF(A:A,A2)>1
Invoice auditsPayment reconciliation

COUNTIF counts how many times the current invoice number appears in the full invoice column.

Accounting Generate Invoice Number

Generate invoice number

Create invoice numbers with a prefix, year, and padded sequence number.

="INV-"&YEAR(B2)&"-"&TEXT(A2,"0000")
Invoice sheetsOrder tracking

The formula joins fixed text, the year, and a four-digit sequence number.

Sales Sales Commission

Calculate commission

Calculate commission from sales value and commission rate.

=B2*C2
Sales teamsPayroll sheets

Multiply the sales amount by the percentage commission rate.

HR Attendance Percentage

Calculate attendance percentage

Calculate attendance percentage from present days and working days.

=B2/C2
HR attendance sheetsSchool reports

The formula divides present days by total working days.

HR Overtime Pay

Calculate overtime

Calculate overtime payment from extra hours and hourly rate.

=MAX(B2-C2,0)*D2
Payroll sheetsShift reports

MAX prevents negative overtime, then multiplies extra hours by the rate.

Lookup XLOOKUP Product Price

Find product price by SKU

Look up a SKU and return the matching price.

=XLOOKUP(E2,A:A,C:C,"Not found")
Product catalogsEcommerce exports

XLOOKUP searches the SKU column and returns the matching price from the price column.

Lookup VLOOKUP Product Price

Find product price with VLOOKUP

Use VLOOKUP to return a price from a product table.

=VLOOKUP(E2,A:C,3,FALSE)
Legacy workbooksPrice tables

VLOOKUP searches the first column of the table and returns a value from the selected column number.

Date Financial Year

Calculate financial year

Return financial year label for dates when the year starts in April.

=IF(MONTH(A2)>=4,YEAR(A2)&"-"&YEAR(A2)+1,YEAR(A2)-1&"-"&YEAR(A2))
Accounting reportsTax summaries

The formula checks the month and creates the correct financial year range.

How to use this formula library

Use the library when you know the spreadsheet problem but cannot remember the formula. Search for business words such as GST, profit margin, invoice, attendance, age, monthly sales, commission, XLOOKUP, or duplicate invoices. Then copy the formula and replace the sample cell references with your own workbook columns.

Formula library FAQ

What is an Excel formula library?

It is a searchable reference of formulas with syntax, examples, explanations, use cases, and common mistakes.

Which formula categories are included?

The library includes lookup, logical, date, accounting, HR, ecommerce, sales, and text-related formulas.

Can I copy formulas from the library?

Yes. Each formula card includes copy-ready examples you can adapt to your workbook.