Excel Functions List: 12 Essential Ones to Master (2026)

Top 12 Most Important Excel Functions & Features You Must Know

The 12 most important Excel functions to learn first are SUM, AVERAGE, COUNT, COUNTA, COUNTBLANK, COUNTIF, SUMIF, IF, ROUND, PROPER, VLOOKUP and CONCAT. Together they cover adding, averaging, counting, conditional totals, decisions, tidy-up and lookups, which is most of what people do in a spreadsheet at work.

Each one below has the syntax, a small worked example, a common mistake and a tip. After the 12, you will find the newer Microsoft 365 functions (XLOOKUP, FILTER, UNIQUE and friends) that now do some of these jobs better.

Quick Reference: The 12 Functions at a Glance

Function What it does Example formula Works in
SUM Adds numbers =SUM(B2:B6) All versions
AVERAGE Mean of numbers =AVERAGE(B2:B6) All versions
COUNT Counts cells with numbers =COUNT(B2:B6) All versions
COUNTA Counts cells that are not empty =COUNTA(B2:B6) All versions
COUNTBLANK Counts empty cells =COUNTBLANK(B2:B6) All versions
COUNTIF Counts cells that meet one condition =COUNTIF(A2:A6,"East") All versions
SUMIF Adds cells that meet one condition =SUMIF(A2:A6,"East",B2:B6) All versions
IF Returns one result if true, another if false =IF(B2>=1000,"Hit","Miss") All versions
ROUND Rounds a number to set digits =ROUND(1234.5678,2) All versions
PROPER Capitalises Each Word =PROPER(A2) All versions
VLOOKUP Finds a value in the first column, returns another column =VLOOKUP(102,A2:C4,3,FALSE) All versions
CONCAT Joins text together =CONCAT(A2," ",B2) Excel 2019 and later, Microsoft 365

Most of the examples use this small sales list. Region is in column A and sales are in column B.

A (Region) B (Sales)
2 East 1200
3 West 800
4 East 1500
5 North 950
6 West 650

1. SUM: Add Up Numbers

How to use the SUM function in Excel

SUM adds the numbers you give it. It is the first function almost everyone learns, and still the one you will use most.

Syntax: =SUM(number1, [number2], ...)

Example: =SUM(B2:B6) adds 1200 + 800 + 1500 + 950 + 650 and returns 5100.

Common mistake: Numbers stored as text. Microsoft notes that SUM ignores text values, so a column of “numbers” that are really text (often left-aligned, or with a green corner) quietly gives a total that is too low. Convert them to real numbers first.

Pro tip: Select the cell under your numbers and press Alt + = (or click AutoSum on the Home tab). Excel writes the SUM for you. For more ways to total data, see how to summarise data in Excel.

2. AVERAGE: Find the Mean

How to use the AVERAGE function in Excel

AVERAGE adds the numbers and divides by how many there are. Use it for average sales, salary, ticket count or call time.

Syntax: =AVERAGE(number1, [number2], ...)

Example: =AVERAGE(B2:B6) returns 5100 / 5 = 1020.

Common mistake: Mixing up blanks and zeros. AVERAGE ignores empty cells and text, but it counts a zero. If B6 were empty, the average of the other four would be 1112.5. If B6 held 0, it would drop to 890 for the same rows (4450 / 5).

Pro tip: Use AVERAGE together with COUNT to check how many values went into the answer.

3. COUNT: Count the Numbers

How to use the COUNT function in Excel

COUNT tells you how many cells contain numbers. Dates count too, because Excel stores dates as numbers.

Syntax: =COUNT(value1, [value2], ...)

Example: Suppose B2:B6 holds 1200, 800, the text “n/a”, 950 and one empty cell. =COUNT(B2:B6) returns 3.

Common mistake: Using COUNT on a column of names. Text inside a range is not counted, so you get 0. Use COUNTA for text.

Pro tip: Click the drop-down arrow beside AutoSum on the Home tab to insert COUNT in one click.

4. COUNTA: Count Everything That Is Not Empty

How to use the COUNTA function in Excel

COUNTA counts cells that have anything in them: numbers, text, dates, logical values and even errors. It is the one to use for headcount or “how many rows have data”.

Syntax: =COUNTA(value1, [value2], ...)

Example: On the same range (1200, 800, “n/a”, 950, empty), =COUNTA(B2:B6) returns 4.

Common mistake: Cells that look empty but are not. Microsoft notes that COUNTA counts empty text ("") returned by a formula, so a column full of such formulas still shows a count. A stray space does the same.

Pro tip: To count names in a list, point COUNTA at the whole column of names, then subtract 1 for the header. More on this in multiple ways to count in Excel.

5. COUNTBLANK: Find the Gaps

COUNTBLANK counts empty cells in a range. It is a quick check for missing data before you send a report.

Syntax: =COUNTBLANK(range)

Example: On the range B2:B6 above, =COUNTBLANK(B2:B6) returns 1.

Common mistake: Expecting zeros to count. Per Microsoft, cells containing 0 are not counted as blank, but cells with a formula returning "" are.

Pro tip: Watch the COUNTBLANK walkthrough with use cases on our YouTube channel.

6. COUNTIF: Count Cells That Meet a Condition

How to use the COUNTIF function in Excel

COUNTIF counts the cells in a range that match one condition. Use it to answer “how many orders came from East?” or “how many reps beat 1000?”.

Syntax: =COUNTIF(range, criteria)

Examples:

  • =COUNTIF(A2:A6,"East") returns 2.
  • =COUNTIF(B2:B6,">1000") returns 2 (1200 and 1500).

Common mistake: Leaving out the quotes around an operator, or typing a cell reference inside the quotes. To compare with a value in D1, join them: =COUNTIF(B2:B6,">"&D1).

Pro tip: COUNTIF is not case sensitive, and supports wildcards: "E*" matches anything starting with E. For two or more conditions, switch to COUNTIFS. See also how to count cells with a certain value.

7. SUMIF: Add Only What Matches

SUMIF adds the cells that meet a condition. It is the quickest way to get a total per region, product or month.

Syntax: =SUMIF(range, criteria, [sum_range])

Example: =SUMIF(A2:A6,"East",B2:B6) adds 1200 + 1500 and returns 2700.

Common mistake: A sum_range that is a different size from range. Microsoft says they should be the same size and shape, otherwise results can mislead and performance suffers.

Pro tip: Put the region name in a cell, such as D2, and use =SUMIF(A2:A6,D2,B2:B6). Change D2 and the total follows. Need two conditions? Use SUMIFS.

8. IF: Make Excel Decide

IF tests a condition and returns one result when it is true and another when it is false. It is the base of almost every “pass or fail”, “bonus or no bonus” sheet.

Syntax: =IF(logical_test, value_if_true, [value_if_false])

Example: =IF(B2>=1000,"Hit","Miss") returns Hit for 1200.

Common mistake: Forgetting the quotes around text results. Without them, Excel reads Hit as a name and shows #NAME?.

Pro tip: Nested IFs get hard to read after two or three levels. In Microsoft 365, Excel 2019 and later, IFS (see below) is tidier. Our IF and IFS video shows both on pass, fail and grades.

9. ROUND: Control the Decimals

ROUND changes the number itself, not just how it looks. Use it for prices, tax and anything that must add up exactly.

Syntax: =ROUND(number, num_digits)

Examples:

  • =ROUND(1234.5678,2) returns 1234.57.
  • =ROUND(1234.5678,0) returns 1235.
  • =ROUND(1234.5678,-2) returns 1200 (a negative number rounds to the left of the decimal point).

Common mistake: Using number formatting (fewer decimals on the ribbon) when you need real rounding. Formatting only changes the display, so totals can look “off by one cent”.

Pro tip: Wrap ROUND around a whole calculation, such as =ROUND(B2*1.09,2), so every result is a true two-decimal figure.

10. PROPER: Fix Names and Titles

PROPER capitalises the first letter of each word and lowercases the rest. It rescues name lists typed in ALL CAPS or all lowercase.

Syntax: =PROPER(text)

Example: =PROPER("aNNA lEE-tan") returns Anna Lee-Tan.

Common mistake: Trusting it on every name. PROPER capitalises any letter that follows a non-letter, so “andy’s” becomes “Andy’S” and “mcdonald” becomes “Mcdonald”. Check names like these by hand.

Pro tip: Build the clean names in a helper column, then copy and Paste Special as Values to replace the originals. For other text clean-up, see extracting text from variable-length strings.

11. VLOOKUP: Look Up a Value in a Table

VLOOKUP searches the first column of a table for a value and returns something from the same row. Think price lists, staff IDs and product codes.

Syntax: =VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup])

Example: With the table below in A2:C4, =VLOOKUP(102,A2:C4,3,FALSE) returns 1.20.

A (ID) B (Item) C (Price)
101 Notebook 3.50
102 Pen 1.20
103 Stapler 8.90

Common mistake: Leaving out the last argument. If you omit it, VLOOKUP defaults to an approximate match (TRUE), which can return the wrong row on unsorted data. Type FALSE for an exact match.

Pro tip: VLOOKUP can only look to the right, because the lookup value must sit in the first column of the table. Microsoft now points people to XLOOKUP, covered below. Learn VLOOKUP anyway, since you will meet it in older workbooks. Watch: VLOOKUP with exact match.

Want the full comparison? Read Excel lookup functions to save time.

12. CONCAT: Join Text Together

CONCAT joins text from several cells. Use it to build full names, addresses or IDs. The old CONCATENATE function still works, but Microsoft says CONCAT replaces it and CONCATENATE stays for compatibility with earlier versions.

Syntax: =CONCAT(text1, [text2], ...)

Example: If A2 holds Anna and B2 holds Lee, =CONCAT(A2," ",B2) returns Anna Lee.

Common mistake: Forgetting the space. =CONCAT(A2,B2) gives AnnaLee. Add " " between the cells.

Pro tip: The & operator does the same job and works in every version: =A2&" "&B2. If you see #NAME?, your version may be too old for CONCAT, so use &. To join a whole list with a separator, use TEXTJOIN (below). Also see combining text columns into one.

Modern Microsoft 365 Functions Worth Learning Next

Excel has changed a lot since many “top functions” lists were written. These newer functions replace awkward older workarounds. Check your version first, because some are not in older Excel.

Function What it does Example Version (per Microsoft)
XLOOKUP Looks up in any direction; exact match by default =XLOOKUP(102,A2:A4,C2:C4,"Not found") Microsoft 365, Excel 2021 and later. Microsoft’s page states it is not available in Excel 2016 and 2019
FILTER Returns only the rows that meet a condition =FILTER(A2:B6,A2:A6="East","No sales") Microsoft 365, Excel 2021 and later
UNIQUE Returns a list without duplicates =UNIQUE(A2:A6) Microsoft 365, Excel 2021 and later
SORT Sorts a range with a formula =SORT(UNIQUE(A2:A6)) Microsoft 365, Excel 2021 and later
LET Names a calculation so you can reuse it =LET(avg,AVERAGE(B2:B6),IF(B2>avg,"Above","Below")) Microsoft 365, Excel 2021 and later
TEXTJOIN Joins a list with a separator, skipping blanks =TEXTJOIN(", ",TRUE,A2:A6) Excel 2019 and later
IFS Several IF tests without nesting =IFS(B2>=1500,"A",B2>=1000,"B",TRUE,"C") Excel 2019 and later

XLOOKUP vs VLOOKUP

XLOOKUP is the upgrade. The syntax is =XLOOKUP(lookup_value, lookup_array, return_array, [if_not_found], [match_mode], [search_mode]). It returns an exact match by default, can look left, and lets you set what to show when nothing is found. On the price table above, =XLOOKUP(102,A2:A4,C2:C4,"Not found") returns 1.20.

FILTER, UNIQUE and SORT

These return many results at once, which “spill” into the cells below. =FILTER(A2:B6,A2:A6="East","No sales") lists only the East rows. Without the third argument, FILTER returns a #CALC! error when nothing matches. Keep the cells below the formula empty, or the spill is blocked.

Combine them: =SORT(UNIQUE(A2:A6)) gives an alphabetical list of regions with no repeats. Here that is East, North, West.

LET, TEXTJOIN and IFS

=LET(name1, value1, calculation) stores a result under a name, so long formulas become shorter and easier to read. =TEXTJOIN(", ",TRUE,A2:A6) returns “East, West, East, North, West”. =IFS(...) replaces a chain of nested IFs, but returns #N/A if no test is TRUE, so end with TRUE,"default".

Which should you learn first? If you have Microsoft 365, start with XLOOKUP and FILTER. If you share files with people on older Excel, stay with VLOOKUP and SUMIF for those files, because newer functions show #NAME? in versions that lack them.

How to Practise These Functions

Reading is not enough. Spend 10 minutes a day on one function:

  1. Copy the sales list above into a blank sheet.
  2. Type each formula yourself rather than pasting it, and check the answer against the one shown here.
  3. Break it on purpose: add text to a number column, leave out FALSE in VLOOKUP, add a blank. See what changes.
  4. Apply it to a real file from your own work the same week.

Then add one more skill from the list. Dropdown lists make data entry cleaner and pair well with COUNTIF and VLOOKUP, so learn how to make a dropdown list in Excel next. When these feel easy, follow our guide to learning advanced Excel fast, or browse 201 things to learn in Microsoft Excel.

Want to learn Excel step by step with video?

Our Excel for Beginners course takes you from the basics to confident formulas, with lessons you can replay at your own pace. See the Excel for Beginners course.

Frequently Asked Questions

What are the most important Excel functions?

The ones almost every user needs are SUM, AVERAGE, COUNT, COUNTA, COUNTIF, SUMIF, IF, ROUND and a lookup function. This article adds COUNTBLANK, PROPER and CONCAT for everyday data clean-up. No official ranking exists, so the “most important” list depends on your job.

What is a function in Excel?

A function is a built-in calculation you call by name, such as SUM or PI(). A formula is whatever you type after the equals sign, and it can contain functions, cell references, operators and constants.

What are the types of functions in Excel?

Microsoft groups worksheet functions by what they do. The categories include Math and trigonometry, Statistical, Logical, Text, Date and time, Lookup and reference, Financial, Information, Database, Engineering, Cube and Web. SUM sits in Math and trigonometry, IF in Logical, and VLOOKUP in Lookup and reference.

What is the difference between a formula and a function in Excel?

=B2*1.09 is a formula with no function. =SUM(B2:B6) is a formula that uses the SUM function. Every function call sits inside a formula.

Is VLOOKUP still worth learning?

Yes. VLOOKUP works in every version of Excel and appears in countless existing workbooks. If you use Microsoft 365 or Excel 2021 and later, learn XLOOKUP as well, since Microsoft recommends it as an improved version of VLOOKUP.

What is the difference between COUNT, COUNTA and COUNTIF?

COUNT counts cells with numbers. COUNTA counts any cell that is not empty. COUNTIF counts only the cells that meet a condition you set.

What are advanced Excel skills?

Typically they include lookups with XLOOKUP or INDEX and MATCH, dynamic array functions (FILTER, UNIQUE, SORT), PivotTables, Power Query and dashboards. Master the 12 functions above first. Then follow our guide to learning advanced Excel fast.

Which Excel versions support these functions?

Eleven of the 12 work in every version of Excel. CONCAT needs Excel 2019 or later (or Microsoft 365); in older versions use the & operator. XLOOKUP, FILTER, UNIQUE, SORT and LET need Microsoft 365 or Excel 2021 and later. TEXTJOIN and IFS need Excel 2019 and later.

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Top 10 Time Saving Tips in Using Microsoft Excel

If you are a data warrior, chances are that you use Excel extensively in your day to day work. Learn to Analyze Data Quickly With Excel.

And there are many ways to boost productivity within Excel. Use these nifty tricks and improve productivity.

1. View All Formulas in Excel With a Single Click: I wrote about this trick some time back. It allows you to view all the formula with a single click of Control + ` Key. This acts like a toggle key. This can save a lot of time in finding where are the formulas to edit/view them.

2. Clean up Your Data  – Identify the Duplicates, and Remove Duplicates: There is no point in having duplicates in your tables. There are multiple ways to do this. You can identify the duplicates, and then choose to remove them manually,  or you can request Excel to remove the duplicate rows completely, automatically.

3. Colour Alternate Rows and Make it Easier to Read Large Data Sets: Prior to Excel 2007, we used to write formulas to colour alternate rows in Excel. This makes it easier to read the data.

=MOD(ROW(),2)=0

This function would tell us if the row is an even row or an odd row, and then we could colour it.

But since Excel 2007, we can do this in multiple ways. We can convert the data into a table. And in the table options, you can then colour alternate rows or columns as bands.

And then you can also use the formula above, and use conditional formatting.

4. Learn The In-Built Functions in Excel: Many people are amazed at the plethora of in-built functions available in Excel. But you must know that they exist, and also know the syntax to make a good use of them.

5. Learn and Use Pivot Tables Effectively: Pivot tables summarize data quickly. Learn to use them effectively.  Simple techniques like displaying both values and percentages in a Pivot Table adds extra value.

Want to Improve Your Excel Skills?

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Online Training on Basic / Intermediate Excel.

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Similarly, learn to show different grouping for different pivot tables, even though it is based on the same data source. Also, creating a calculated field in a pivot table adds extra value.

If you are new to pivot tables, this introduction on how to analyze data using Excel pivots will be useful.

6. Charting Techniques Can Make People Notice Your Work: Creating nifty charts like the 2 Axis chart, or the PivotChart can be useful in the board room. Learn these techniques. Similarly, using Slicers in Pivot Charts can make dynamic Charts that can wow the audience. They are simple to use.

7. Get Back to Your Selection: Many times you will select or highlight some cells, but then move about the Excel file to find something. Then your are lost. Now you don’t remember where exactly is your selection. Simply click Control + Backspace. It will take you to the highlighted area in a blink!

8. Use Range Names to Refer to Cells: Instead of using G3, C3 or F3, you can give each cell a name. Not only single cells, you can actually define a name for a group of cells too. Then you can refer this group of cells by a particular name.

So instead of saying =G3+C3-F3, you can now calculate Salary as

=Basic_Pay + Allowance – Tax

This is much easier to read, and comprehend. No need to look up where the formulas are coming from, as the names are self evident.

9. Learn Excel Shortcuts: There are hundreds of shortcut combinations in Excel. It is impossible to remember all of them. But you must know a few to really speed up your work. Some of my favorites are:

  • Control N: New workbook
  • Control `: View All Formulas
  • Control Backspace: Jump to selected Cells
  • Alt + F1: Creates a inserts a chart based on the currently selected data as an embedded chart object.
  • Alt + =: Auto sum formula is inserted
  • Ctrl + Shift + Enter: Enter an Array Formula
  • F9: Calculates all the worksheets in all open workbooks

10. Learn to Use Dates Effectively: In Excel, dates are stored as numbers. They can be displayed in a wide variety of Formats. Understand these formats to display them in the way that suits the applications.

Also, you can calculate using dates, for example, you can find the difference between any two dates. You can add a fixed number of days to a date.

Hope you enjoyed these tips, and will use them to improve your productivity in using Excel. Do post a comment below to talk about your favorite tips in Excel.

If you wish, you can get a good book on Excel from the Excel BookStore. These books are usually quite inexpensive, and will give you many ideas to improve too.

Cheers,
Vinai Prakash, PMP, MBA, ITIL, GAP, Six Sigma

Are you facing any problem in using Excel? Any Question?

You have come to the right place. Tell us your needs. We’ll be glad to help you!

P.S.  : You can contact us to conduct a workshop on Excel Tips and Tricks at your office.

And I hope you subscribed to the ExcelChamp Excel Tips Newsletter already. 🙂

Additional Resources for Learning Excel & Become A Pro

  1. Top 12 Most Important Excel Functions You Absolutely Must Know
  2. Excel Beginners Guide
  3. Excel Essentials: From Beginner To Pro in Just 6 Weeks

How to Replace Blanks With Any Value or Zeros in Excel

This is a common problem. You import some text file, and half of it seems blank. The problem is that if it is showing blanks, you can’t sum the values.

To replace each blank with a zero is time consuming, boring and stupid. We want a fast method that works in just a few clicks, and saves us loads of time for our families 🙂

There are many ways to achieve this task of replacing Blank with Zeroes, or Replacing Blanks with Any Other Values in Excel.

Method 1: Use the GoTo Method to Find & Replace

Click on Home > Find & Select > GoTo Special. This will open up a new popup window.

Go To Special Popup in Excel
GoTo Special menu – Select Blanks

Choose Blanks Radio Button, and Click OK.

All the Blank Cells will get highlighted. Do not worry. Simply type a Zero or any other value that you want to put in the blank cells.

Do this in the currently active cell. Press

together.

Voila! The keyed in Values is showing in all the Blank Cells now.

Method 2: Use an IF condition

For example, if you want to selectively key in 0 for blanks, key in this formula below.=IF(A2=””,0,A2)

This formula checks if the cell A2 is blank or not. IF it is blank, it will replace it with a 0, or else it will not change it.

Once done, you can drag the formula to the selected cells. Works beautifully!

Want to Improve Your Excel Skills?

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Method 3: Variation of the IF Method, using the ISBLANK function

Now we have an in-built function that can check if the cell ISBLANK or not.

=IF(ISBLANK(A2),0,A2)

Same Magic!

If you have any other favorite method, do share it with us below in the comments!

If you’d like to learn more Excel Shortcuts, Tips &  Tricks, here are some additional articles:

Questions About Any Feature in Excel?

If you have any questions regarding any feature in Excel, simply post a comment below and I’ll help you with it. All the best!

And Subscribe to our Weekly Excel Tips Newsletter, so we can send you more Short cuts & some Pivot Table Techniques by email. Only useful stuff, without the hype. And we won’t spam you. So don’t worry. Just subscribe!

Cheers,
Vinai Prakash, PMP, ITIL, GAP, Six Sigma
Founder of ExcelChamp.Net

Vinai conducts 1-2 day seminars and Training Sessions on Microsoft Excel all over the world, helping companies maximize their productivity in using Microsoft Excel. If you would like to find out more, simply contact us.

Are you facing any problem in using Excel? Any Question?

You have come to the right place. Tell us your needs. We’ll be glad to help you!

Do You Use These Features of Microsoft Excel?

Most people hardly use the most useful features available in Microsoft Excel. Many are just using Excel as a calculator to do basic calculations like adding or subtracting numbers. This is a gross under use of Excel’s vast potential and feature rich functionality.

Do a quick check, and see if you use these advanced features of Microsoft Excel in your day to day work to improve your productivity and efficiency.

  1. Finding the Top 10 Customers or Finding the Bottom 5 Performers in the organization
  2. Give Names to Range of Cells, and then use them in formulas for easy referencing and decoding – like =Salary – CPF + Allowance
  3. Exploit Pivot Tables to Summarize the data and slice & dice it in any way – like finding sales by product groups, or calculating productivity by department, or calculating sales by department by product by area.
  4. Write Macros to automate routine things that save you a huge amount of time – example creating different pivots, charts, tables, and doing complex calculations, or compiling the cost benefit ration, cash flow statement automatically.
  5. Highlight values that are above or below a certain threshold – like all sales above $25,000 to be highlighted, or all products with a net profit margin of less than 5% be highlighted.
  6. Sort the values in Ascending, Descending or any Customized sorting order – like sorting in order of Manufacturing, Accounts, Sales departments.
  7. Use advanced filtering conditions, and be able to filter data using multiple different criteria – like salary > 50,000 and sales <100,000 or Zone in East, West.
  8. Create fantastic charts that portray the given business situation perfectly. There are over 50 different types of charts to choose from, and each has its edge, advantages and a reason. Do you know when to use which type of chart – like two axis charts, stacked column and line charts, bubble charts, pie, slice of a pie etc.
  9. Create management dashboard that are dynamic, and provide a complete snapshot of the key business KPIs in the company – change the chart values at the click of a checkbox or change in a dropdown value
  10. Use Excel’s advanced What-If analysis to do projections for future, forecasting, trend analysis etc. with ease
  11. Use Lookup tables to find any value or corresponding value from a table using advanced functions and formulas – find values that in the left of the looked up value
  12. Protect certain cells from data entry, and hide the formulas from other cells. Ensure that only certain values are keyed in the cells to avoid data discrepancies.

Want to Improve Your Excel Skills?

Learn the Key Features of Excel Quickly & Easily, by Joining the
Online Training on Basic / Intermediate Excel.

To Get Most out of Excel, Learn the  Pivot Table techniques in our
Pivot Table Masterclass Training
!


This is just the tip of the iceberg… These are common things that can be done easily with Excel’s in-built features.

So how many of these did you know? And how many would you like to learn more about? Even if you learn one new trick in Excel, it will save you immense time and improve your productivity. Investing in Microsoft Excel Training bears fruit in no time, and is a no brainer.

Microsoft Excel is really extremely powerful. Each version of Microsoft Excel – be it Excel 2007, or Excel 2010 or Excel 2013, Excel 2016 or Office 365 adds more and more features to the already powerful dynamite of a package.

At ExcelChamp, we teach people how to leverage the maximum power out of Microsoft Excel in short training courses.

So what are you waiting for? If you would like to learn any one or more of such useful features of Microsoft Excel, just let us know. We provide online training through videos, which will show you each click, step by step, so you can master the new techniques easily, with exercises, and practical examples.

Go ahead, equip your team with the right skills. Get everyone on board to learn the basic and advanced features of Microsoft Excel, and Be Awesome in Excel!

Email to us to know more about Online Excel Training at ExcelChamp.Net.

Cheers,
VInai Prakash, PMP, ITIL, GAP, Six Sigma, Excel Guru

Are you facing any problem in using Excel? Any Question?

You have come to the right place. Tell us your needs. We’ll be glad to help you!

Display the File Name & File Path in Excel (PC & Mac)

Many a time, it is good to Display the location of the file in Excel.

Not just the file name, but the entire path of the file. It is a good reference to make sure you are working on the correct file and is also good if you print out the Excel. With this option, the file path always gets printed on paper..

How to Write a Formula that will Display the File Path in Excel, automatically. 

One useful formula that can assist us is the CELL formula. I bet you didn’t know about this in-built Excel Function…

The CELL function can help us to display the address, colour, format, type or width of any cell.

The CELL Function takes a maximum of 2 arguments, and only the first one is mandatory.

=CELL(info_type, [reference])

So, if you write =CELL(“filename”) in any cell, you will get the Full Pathname of this Excel file, along with the Sheet Name.

For example, I got the filename displayed as below:

D:\[email-blasting-migration.xlsx]Sheet1

According to the Excel Help, the CELL function  has the following arguments:

  • info_type Required. A text value that specifies what type of cell information you want to return. The following list shows some of the possible values of the info_type argument and the corresponding results.
    info_type Returns
    “address” Reference of the first cell in reference, as text.
    “col” Column number of the cell in reference.
    “color” The value 1 if the cell is formatted in color for negative values; otherwise returns 0 (zero).
    “contents” Value of the upper-left cell in reference; not a formula.
    “filename” Filename (including full path) of the file that contains reference, as text. Returns empty text (“”) if the worksheet that contains reference has not yet been saved.
    “format” Text value corresponding to the number format of the cell. The text values for the various formats are shown in the following table. Returns “-” at the end of the text value if the cell is formatted in color for negative values. Returns “()” at the end of the text value if the cell is formatted with parentheses for positive or all values.

Display only the Excel File Name, without the Sheet Name

To only print the File name, you can use this long formula:

=MID(CELL("filename"),SEARCH("[",CELL("filename"))+1, SEARCH("]",CELL("filename"))-SEARCH("[",CELL("filename"))-1)

Keep in mind that the file should be saved somewhere. If you just open a new workbook, and try these formulas, you will get a #VALUE ERROR.  This error will disappear automatically once the file is saved, and the error will be replaced with the correct full file path name, and file name.

This formula to display the filename in Excel also works on the Mac. Any Excel for Mac version, including Excel X for Mac, to Excel 2004, 2008, 2011 for Mac also work fine in displaying the filename.

For example, for a file on Mac with the path HD:Users:local:Desktop, the formula returns
HD:Users:local:Desktop:(filename)Sheet1

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Displaying the FilePath only

While writing macros in Excel, you may need the file’s path only, to pick up other files, or for any other reason. Just use this to get only the file’s path in Excel

=LEFT(CELL(“filename”,A1),FIND(“[“,CELL(“filename”,A1),1)-1)

In this formula, we remove the Sheet Name, which starts with the [ character.

How To Display Filename & File Path in Excel Worksheet Header or Footer

If you wish to display the file name and/or file path in the Excel sheet’s header or footer, then it is extremely simple. Simply go to the Ribbon. Choose Insert > Header & Footer

Excel File Name, File Path

All you need to do is click on the File Path, File Name icons.

Alternatively, if you want to type it yourself, simply type the following in the header or the footer in Excel:

&[Path]&[File]

Use &[Path] for only the File Path, and &[File] for only the File’s name.

Hope it helps you in your life with Excel.

Now you can confidently display the filename and the file path in Excel

With the File Name of Excel files visible in the header, with the File Path, you won’t  lose a file in the wrong location & find what you are looking for easily!

Do let me know if you need any other functions in Excel, or if you are facing a problem in Excel. We can help you to solve everyday issues in Excel easily at ExcelChamp.Net.

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Cheers,
Vinai Prakash

Vinai is the founder and principal trainer for Microsoft Excel Tips and Techniques seminars all over the world. To book Vinai to conduct an Excel training at your office for your company, do email to vinai@excelchamp.net.