Evaluate Formula in Excel

How to Evaluate Formula in Excel?

The evaluation of a basic excel formulaBasic Excel FormulaThe term "basic excel formula" refers to the general functions used in Microsoft Excel to do simple calculations such as addition, average, and comparison. SUM, COUNT, COUNTA, COUNTBLANK, AVERAGE, MIN Excel, MAX Excel, LEN Excel, TRIM Excel, IF Excel are the top ten excel formulas and functions.read more can be done by using two methods –

  1. Using F9 Key
  2. Using the “Evaluate” Tool

Now let us discuss each of the methods in detail along with an example

You can download this Evaluate Formula Excel Template here – Evaluate Formula Excel Template

#1 Evaluate Excel Formula Using F9 Key

To understand big formulas, we need first to understand parts of the formula step by step, and this is called an evaluation of the formula or debugging.

Example 1

For example, look at the below formula for this example.

Evaluate Excel Formula Example 1

If you don’t understand anything from the formula, we can evaluate part by part by pressing the F9 key.

The F9 key is used to quickly evaluate and debug the formula to understand and efficiently work with excel. Using this F9 key, we can evaluate only the part of the formula by replacing the actual formula with the result of the formula.

In the above example, we have applied a logical test, i.e., A2>40. Based on the logical test, we are analyzing the price status. If the price is >40, then we need the result as “Costly,” or else we need the result as “Cheap.” So, IF conditionIF ConditionIF function in Excel evaluates whether a given condition is met and returns a value depending on whether the result is “true” or “false”. It is a conditional function of Excel, which returns the result based on the fulfillment or non-fulfillment of the given criteria. read more tests the logical test and returns “Costly” if the logical test is TRUE or if the logical test is FALSE, it will return “Cheap.”

In B2 cell, we have got the result as “Cheap” to understand how we got this result; let us evaluate the logical part of the formula.

Evaluate Excel Formula Example 1-1

In the formula, the bar selects only the logical test part of the formula.

Evaluate Excel Formula Example 1-2

Once the logical test part is selected, press the F9 key, and see what the result is.

It says “FALSE” because in A2 cell price value is not >40, so the logical test is FALSE. Since the logical test is FALSE, we got the result as “Cheap.”

Now go to cell B4, where we have the result of “Cheap.” In that cell, select the logical test part and press the F9 key.

Evaluate Excel Formula Example 1-3

Now press the F9 key to see the result of the logical test.

Evaluate Excel Formula Example 1-4

The logical test result is TRUE. Since we have applied the result as “Costly” for the TRUE part, we got the same result in B4 cell because the price is A4 cell is >40.

But when it comes to cell B6, we got the result as Cheap even though the price is 40; this is because we have applied the logical test as >40, not >=40.

Example #2

Now take a look at one more example of evaluating the formula. Take a look at the below data.

Evaluate Excel Formula Example 2

In the above table, we need to check whether Jan’s total is equal to Feb total. If both the totals are equal, we should get the result as “Same” or else “Not Equal.”

Evaluate Excel Formula Example 2-1

I have applied the formula as below.

=IF(SUM(A2:A6)=SUM(B2:B6),”Same”,”Not Same”)

I have applied two SUM functions to get the total Jan & Feb, respectively. Select both the SUM functions in the excelSUM Functions In The ExcelThe SUM function in excel adds the numerical values in a range of cells. Being categorized under the Math and Trigonometry function, it is entered by typing “=SUM” followed by the values to be summed. The values supplied to the function can be numbers, cell references or ranges.read more equation in the formula.

Evaluate Excel Formula Example 2-2

Press the F9 key and see what the result is.

Evaluate Excel Formula Example 2-3

We got the result as FALSE because Jan total is equal to Feb total. How do you know Jan’s total is not equal to Feb total???

To check only Jan total, select only the first SUM function and press the F9 key.

Evaluate Excel Formula Example 2-4

So, Jan’s total is 2062; similarly, evaluate for Feb total.

Evaluate Excel Formula Example 2-5

Feb total is 1909, so the logical test is FALSE, and the result is “Not Same.”

To see what are the values of the SUM function, taking into consideration selecting only the cell range part in the SUM function.

Evaluate Excel Formula Example 2-6

Now press the F9 key; we should see all the values from the cells A2 to A6.

Evaluate Excel Formula Example 2-7

#2 Evaluate Formula by Using EVALUATE FORMULA Option

One more way of evaluating the formula is by using the built-in excel featureExcel FeatureThe top features of MS excel are - Shortcut keys, Summation of values, Data filtration, Paste special, Insert random numbers, Goal seek analysis tool, Insert serial numbers etc. read more “Evaluate Formula” option. This option is available under the FORMULA tab.

Example 4
  • Step 1: To use this feature, select the formula cell that we want to evaluate and click on this feature.
Example 4-1
  • Step 2: As soon as we click on this button, we get the below window.
Example 4-2
  • Step 3: Now click on Evaluateit will evaluate the underlined part.
Example 4-3
  • Step 4: Click on Evaluate to evaluate the second SUM function.
Example 4-4
  • Step 5: Now, both the equations are selected simultaneously, click on Evaluate it will show whether the logical test is TRUE or FALSE.
Example 4-5
  • Step 6: Now, the entire formula is selected, so click on Evaluate one last time it will show the final result.
Example 4-6

So, the result is “Not Same” because Jan’s total is not equal to Feb total.

Things to Remember

We need to be wary of the F9 key because when we are evaluating the formula, we should just evaluate and press the Esc key; otherwise, it will replace with calculated results.

For example, in the above example, we have evaluated all the cell values.

Evaluate Excel Formula Example 3

Now, if I press the enter key, we will get the formula as it is.

Evaluate Excel Formula Example 3-1

So, in this aspect of the F9 key, we need to be careful. Once the formula is replaced by its calculated values or cell values it is no longer a dynamic formula, so this is the one area we need to be careful while debugging the formula.

Recommended Articles

This has been a guide to Evaluate Formula in Excel. Here we discuss how to evaluate formula using 2 methods 1) F9 Key & 2) Evaluate Tool along with examples & a downloadable excel template. You may also look at these useful functions in excel –

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