16 min read
The IF Function
IF(test, value if true, value if false). Flag departments over an annual threshold.
Why IF for Budget Review
Governors need to know which departments exceed an annual threshold without reading every total in column F.
The IF function returns one value when a test is true and another when it is false. Syntax: =IF(logical_test, value_if_true, value_if_false).
You will mark departments whose annual total exceeds £50,000 with Review; others show OK.
IF Syntax
Example: =IF(F2>50000,"Review","OK")
- If F2 is greater than 50000 → show Review
- Otherwise → show OK
Use straight double quotes " around text. Excel for Windows often accepts curly quotes when you type from the keyboard — if you see an error, retype the quotes in the formula bar.
Add a Status Column
In K1, type Status. Click K2. Type =IF(F2>50000,"Review","OK") and press Enter. Copy down to K6.
Expected result: Science and Mathematics (and any row over 50000) show Review. Smaller totals show OK.
Click K4 after copying. The formula bar should show =IF(F4>50000,"Review","OK") — the row reference shifted, but the threshold 50000 stayed the same.
Combining IF with Other Functions
You can nest functions: =IF(F2>AVERAGE(2:6),"Above average","Below average") compares each row to the mean of all departments.
Keep nested IFs readable — conditional formatting (later) can colour cells instead of extra columns. For now, =IF(F2>50000,"Review","OK") in K2:K6 gives Dr. Helen Marsh a quick scan column.
IF After SUM
The IF test reads F2 — the annual total from =SUM(B2:E2). If you change a quarter amount in B2, both F2 and K2 update.
Build formulas in order: data in B2:E6, SUM in F2:F6, then IF in K2:K6. Each layer depends on the one before it.
Practice
More lessons in Microsoft Excel · Next: COUNT, MIN, and MAX · Previous: Relative and Absolute References
