
📎 This article includes 1 downloadable practice file ↓
Open any report built by someone in a hurry and you will see formulas like =SUMIF(Sheet1!$D$2:$D$81,"North",Sheet1!$K$2:$K$81). They work, but nobody can read them, and the day someone adds invoice 82 the total is quietly wrong. This lesson fixes both problems.
Named ranges
Select Sales!K2:K81, click the Name Box (left of the formula bar), type Amount and press Enter. Now =SUM(Amount) works anywhere in the workbook.
| Without names | With names |
|---|---|
=SUMIF(Sales!$D$2:$D$81,"North",Sales!$K$2:$K$81) |
=SUMIF(Region,"North",Amount) |
=Sales!K2*(1+Master!$E$3) |
=K2*(1+GST_Rate) |
- Formulas > Name Manager (Ctrl+F3) lists, edits and deletes names.
- Formulas > Create from Selection names every column at once from its header.
- Names can’t contain spaces or look like a cell address:
Q1andGST18are taken by cells; useQ1_Sales.
GST_Rate as =18%. When the rate changes, you change it once.Excel Tables: names that grow
Click inside the data and press Ctrl+T. Give the table a name (Table Design > Table Name), say SalesT. Now you can write:
=SUM(SalesT[Amount])
=SUMIFS(SalesT[Amount], SalesT[Region], "North")
=[@Qty]*[@Rate] ' inside the table: this row's Qty × Rate
Type a new invoice in the row under the table and it joins the table: every formula that uses SalesT[Amount] now includes it. Charts and PivotTables built on the table grow too.
Which to use?
| Use | When |
|---|---|
| Table + structured references | Lists that grow: sales, expenses, attendance. This is the default for data. |
| Named range | Single inputs and settings: GST rate, target, FY start date. |
| Named formula | Something you calculate often, e.g. FY_Start = DATE(YEAR(TODAY())-(MONTH(TODAY())<4),4,1) |
Common mistakes
- Naming a fixed range for growing data.
Amount = K2:K81won’t include row 82. Use a Table. - Structured references that break when copied sideways.
SalesT[Amount]shifts to the next column when you drag right; writeSalesT[[Amount]:[Amount]]to lock it. - Blank rows inside the data. Ctrl+T stops at the first fully blank row. Delete blanks first.
Practice
Download this lesson’s workbook below. Name the columns of the Sales sheet first, then answer the tasks using the names. Type your formula in the yellow column; the Check column turns green when the result matches, and the Answers sheet has a working formula for every task.
📎 Practice files for this article
- 📗Lesson 1 practice workbookSales register (80 invoices) + product master, 7 tasks with checks.⬇ XLSX · 19 KB
Free to use for learning. Files with macros (.bas) are plain text — import them with Alt+F11 → File → Import File, and always test on a copy.
Stuck on a step? Ask a question and the AI answers using this article.