There are four main methods to calculate quartiles in Excel, namely: 1. Use the QUARTILE function, which is suitable for basic requirements. The syntax is =QUARTILE(array, quart), where quart can take 0 to 4 to represent the minimum value, Q1, median, Q3 and maximum value; 2. Differentiate between QUARTILE.INC and QUARTILE.EXC. The former contains both ends of the data range, and the latter excludes both ends. It is recommended to use the .INC version generally; 3. Use the PERCENTILE series functions, such as =PERCENTILE.INC(array, k) to solve any percentile. k is a value between 0 and 1, for example, 0.25 represents Q1; 4. Notes include ensuring that the data is numerical type, avoiding errors caused by too little data, and differences in the results caused by different function interpolation methods. It is recommended to use a method in a unified manner to maintain consistency.

Calculating quartiles in Excel is actually quite straightforward, just use the right function to do it. The core is to use functions like QUARTILE or PERCENTILE to process data scope. The key is to understand the differences between different functions and version differences.

1. Use the QUARTILE function (suitable for basic needs)

This is the most commonly used quartile calculation method, suitable for early Excel versions and Excel 2016 and newer versions (although the old version is QUARTILE , QUARTILE.INC is recommended for the new version).

Basic syntax:

 =QUARTILE(array, quart)

• array is your data area, such as A1:A10.
• quart means which quartile you want to find:
  • 0 = minimum value
  • 1 = First quartile Q1
  • 2 = Median Q2
  • 3 = 3rd quartile Q3
  • 4 = Maximum value

For example:

If your data is A1:A10, you want to calculate Q1:

 =QUARTILE(A1:A10, 1)

2. The difference between using QUARTILE.INC and QUARTILE.EXC

In the new version of Excel, QUARTILE has actually been split into two functions: QUARTILE.INC and QUARTILE.EXC .

• QUARTILE.INC contains the entire data range (inclusive), supporting any percentage position from the smallest to the maximum.
• QUARTILE.EXC excludes both end extreme values ??and can only be used for positions between 0 and 1 that do not include endpoints.

If you are not sure which one to use, it is generally recommended to use the .INC version, which is more compatible with old data and is more commonly used.

3. The PERCENTILE function can also implement quartiles

If you are used to using percentiles to see the problem, you can also use PERCENTILE series of functions:

 =PERCENTILE.INC(array, k)

• k is a value between 0 and 1, for example, 0.25 is Q1, and 0.75 is Q3.

For example:

 =PERCENTILE.INC(A1:A10, 0.25) // Get Q1

This method is more flexible and suitable for situations where non-standard quantiles are needed, such as finding the 90th percentile.

4. Precautions and FAQs

• The data must be of a numeric type and cannot contain null values ??or text, otherwise an error will be reported.
• If the amount of data is too small (for example, only 1 to 2 values), some methods may return incorrect or inaccurate results.
• The interpolation methods used by different functions are slightly different, and the results may vary slightly, but the overall trend is consistent.

If you are just doing regular analysis, just choose a stable method to use it uniformly, and there is no need to switch frequently.

Basically, that's not complicated to operate, but the details are easy to ignore, especially the difference between function versions.

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