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Spreadsheet Basics: 7 Formulas You Will Use Every Week

October 26, 2026 · 3 min read

A spreadsheet looks scary at first. Rows. Columns. Hundreds of boxes.

But most people use the same few formulas, again and again.

Learn these 7 and you can handle most weekly tasks. Budgets. Sales. Attendance. Stock lists.

They all work in Excel and in Google Sheets.

Three rules before you start

  • Every formula starts with an equals sign: =
  • A range like B2:B6 means “from cell B2 down to cell B6”.
  • Press Enter to see the answer. Click the cell to see the formula again.

Our sample data: weekly sales

Row A (Day) B (Sales in dollars)
2 Monday 120
3 Tuesday 80
4 Wednesday 150
5 Thursday 100
6 Friday 200

1. SUM adds numbers

=SUM(B2:B6) gives 650.

Use it for totals: sales, costs, hours.

2. AVERAGE finds the usual value

=AVERAGE(B2:B6) gives 130.

One very big number can pull an average up. When that happens, try MEDIAN. It finds the middle value.

=MEDIAN(B2:B6) gives 120.

3. COUNT and COUNTA count items

=COUNT(B2:B6) gives 5. It counts cells that hold numbers.

=COUNTA(A2:A6) gives 5. It counts every cell that is not empty, including text.

4. MIN and MAX find the smallest and biggest

=MIN(B2:B6) gives 80.

=MAX(B2:B6) gives 200.

5. IF makes a decision

=IF(B2>=100,”Good day”,”Slow day”)

Monday (120) shows “Good day”. Tuesday (80) shows “Slow day”.

The pattern is always: IF(test, answer if true, answer if false).

6. SUMIF adds only what matches

Here is a small expense list:

Row A (Category) B (Amount)
2 Food 20
3 Transport 15
4 Food 30
5 Rent 400
6 Transport 10

=SUMIF(A2:A6,”Food”,B2:B6) gives 50.

It looks in column A for “Food” and adds the matching amounts from column B.

7. VLOOKUP finds information in a table

Here is a small price list:

Row A (ID) B (Item) C (Price)
2 P101 Notebook 3.50
3 P102 Pen 1.20
4 P103 Folder 2.00
5 P104 Marker 2.80

=VLOOKUP(“P102”,A2:C5,3,FALSE) gives 1.20.

It means: find P102 in the first column, return the value from column 3, and match exactly (FALSE).

A newer option is XLOOKUP. It works in Google Sheets and in Excel 2021 and Microsoft 365.

=XLOOKUP(“P102”,A2:A5,C2:C5) gives 1.20.

Five mistakes to avoid

  • Typing numbers into a formula by hand. Point to the cells instead, so the answer updates when the numbers change.
  • Forgetting the equals sign at the start.
  • Leaving out a closing bracket.
  • Mixing text and numbers in the same column.
  • Using AVERAGE when one huge number is bending the result. Check MEDIAN too.

A 15 minute practice task

Build a one week budget.

  • List your income and five expenses.
  • Use SUM for total spending.
  • Use SUMIF to total one category, such as food.
  • Use IF to show “Over” when your spending is more than your income.

Your next step

Choose one:

Quick answers

Excel or Google Sheets?

The formulas here work in both. Start with the one you can use for free every day.

Do I need to memorize formulas?

No. Learn what each one does. Your spreadsheet tool will help you with the exact spelling.

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