Formulas tab — Excel guide

Writing, naming, auditing, and recalculating formulas. Alt+M from the keyboard. The Auditing group alone justifies the tab — it's Excel's built-in debugger.

Function Library

Insert Function (the fx button) searches every function by description and walks you through the arguments. AutoSum repeats its Home-tab cameo. The category dropdowns — Financial, Logical, Text, Date & Time, Lookup & Reference, Math & Trig — are a browsable index when you know what you need but not what it's called.

Defined Names

Define Name turns $B$4 into TaxRate; Name Manager lists, edits, and deletes every name in the workbook; Create from Selection names whole rows or columns from their labels in one shot. Named ranges make formulas legible — =Revenue*TaxRate survives review; =$B$4*$C$9 gets you a meeting.

ButtonWhat it does
Define NameName the selected cell or range
Name ManagerThe full list — edit, delete, spot broken names
Use in Formula ▾Drop an existing name into what you're typing

Formula Auditing

Trace Precedents draws arrows FROM the cells that feed a formula; Trace Dependents shows who relies on this cell — run it before deleting anything. Show Formulas (Ctrl+`) reveals the whole sheet's working. Evaluate Formula steps through a nested formula piece by piece. Error Checking's dropdown tracks circular references; Watch Window pins far-away cells in a floating panel.

ButtonWhat it does
Trace Precedents / DependentsArrows: what feeds this / what depends on it
Show FormulasFormulas in place of results, sheet-wide (Ctrl+`)
Evaluate FormulaStep through a formula one calculation at a time
Error Checking ▾Sheet-wide error scan · circular reference list
Watch WindowPin any cell's live value while you work elsewhere

Calculation

Calculation Options toggles Automatic vs Manual recalc. Manual is deliberate on huge models — and the classic mystery on inherited ones: if numbers won't update, check here first, then press F9 (recalculate everything) or Shift+F9 (this sheet only).

ButtonWhat it does
Calculation Options ▾Automatic / Manual — the 'stale numbers' switch
Calculate NowF9 — recalc the whole workbook
Calculate SheetShift+F9 — recalc just this sheet

From the keyboard

Auditing sequences worth wiring into muscle memory.

KeysAction
Alt+M, PTrace precedents
Alt+M, DTrace dependents
Alt+M, A, ARemove all arrows
Alt+M, HShow formulas

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