Often I wish Microsoft had spent the effort and time on a data genie (and a set of powerful formulas) that can automate common data cleanup tasks like extracting duplicates, makings lists unique, find missing items, remove spaces etc. Alas, instead they have provided features like clippy which are intrusive to say the least.
So as part of our second installment of spreadcheats we will learn how to tackle few of the most common data processing tasks:
Getting Unique Items from a List of Cells
There are 3 simple ways to do this:
- Using Advanced Data Filter
- Using countif() and auto filter
- Using formulas as described here
Assuming you have data as shown in the picture aside (and wishing you will have customers like those):
- First add a column to the left of the list. Here we will use formulas to fill numbers based on the uniqueness of the cell next to it.
- Essentially our formula should generate numbers in increasing order as long as the corresponding item is unique and not increase the number otherwise.
- So the formula for order column can be like this:
=IF(COUNTIF(list-upto-that-point, current element)=1,previous-order+1, previous-order)
See the example below:
remember, the first cell order is 1. - See how we are using both absolute and relative references to fetch the counts.
- Now add another column to the right of the list, here we will fetch unique items.
- We will use vlookup() to fetch each of the 12 unique items. The formula goes like this:
=VLOOKUP(running number,$B$4:$C$22,2,FALSE)
You can wrap the vlookup() with if() formula to avoid seeing #value errors.
That is all. Using this method you can extract unique items froma list.
Eliminating Doubles from a List
There are 2 ways in which you can find and remove duplicates(doubles) in excel lists with ease:
- Using countif() and then auto-filter
- Using formulas
The process for finding duplicates using formulas is same as that of finding unique items.
Instead of writing COUNTIF(list-upto-that-point, current element)=1, we now write COUNTIF(list-upto-that-point, current element)=2. Also the first element’s count should be changed to zero.
Once done the list should look like what you see on the side.
Finding Missing Items by comparing one list with another:
Even though this might seem like a different challenge, it is infact same as the above techniques. You need to use countif() to compare first list’s elements with second list. How? that is your home work.
Download and see these formulas in action:
Still having some doubts? Download the excel tutorial – unique & duplicate items and learn by poking around.
15 Responses to “Christmas Gift List – Set your budget and track gifts using Excel”
[...] Christmas Gift List – Set your budget and track gifts using Excel … [...]
I'm confused: if you spend $10, and your budget is $40, shouldn't the amount in the "Within Budget?" column stay black, since you didn't go over budget?
In other words, since we overspent on the electronic photo frame, shouldn't the $8 cell turn red?
@JP.. maybe Steven is encouraging consumerism... ?
I havent realized it earlier, but now I see it. If you unprotect the sheet, you can change the formula in Column I to =IF(G13=0;" ";F13-G13) from =IF(G13=0;" ";G13-F13), that should correct the behavior.
Thanks Chandoo. I thought of making a shopping list spreadsheet for Christmas, but this is neat so I think I'll use this instead.
Chandoo & Steven thanks for this spreadsheet. But for the sake of a person who has been staring at this megaformula in vain for the last 40 mins and not afraid to ask, would it be possible for you to walk us through the logic used here?
=SUM(SUMPRODUCT(SUBTOTAL(3,OFFSET($K$13:$K$62,ROW($K$13:$K$62)-MIN(ROW($K$13:$K$62)),0,1)),--($K$13:$K$62="-"))+SUMPRODUCT(SUBTOTAL(3,OFFSET($K$13:$K$62,ROW($K$13:$K$62)-MIN(ROW($K$13:$K$62)),0,1)),--($K$13:$K$62="0")))&" / "&SUBTOTAL(2,$G$13:$G$62)
Thanks Chandoo.. This is one of the best budget spreadsheets I've ever seen.. The Arrays are out of this world!! And it's FREE!!
Chandoo, can you tell us more about Steven? Does he have his own site?
JP, I think Chandoo changed it when he changed the currency formatting from £ to $, a negative figure is a good thing in this case. But don't change the formulas, the overbudget and under budget won't work properly if you do. Also Chandoo I think you've accidentally broke the conditional formatting for the alternating row colouring the formula is different to the version I sent you. As for the megaformula chrisham, it gave me a headache trying to get it all working, so I will let Chandoo talk you through it.
Hi,
In cells I6 and I7, I understand that subtotal together with offset function returns an array of ones after which, the sumproduct function gives the desired result.
But I’m not able to figure out the reason for using an array in I8 to return the most expensive gift.
Can’t the formula be just
“=VLOOKUP(SUBTOTAL(4,$G$13:$G$62),$G$13:$J$62,4,0)”
Savithri, Cell I8 needs the array, if the formula was “=VLOOKUP(SUBTOTAL(4,$G$13:$G$62),$G$13:$J$62,4,0)” it would find the highest price from the filtered range (i.e. highest actual in filtered range is $50) BUT then return the first person with that actual, not looking in just the filtered range (so first person on the list with a $50 actual.)
To see what I mean, change the formula, then change all the actuals to $50 then filter for baby, it lists the first name on the list.
But a good question 🙂
Thank you. I now realise that the array is used to get the ‘filtered range’ instead of the entire range, as table array for look up value.
[...] Download This Template [...]
this looks like an awesome excel sheet!! is there anyway i can get it emailed to me unprotected? for some reason, i am unable to download it 🙁 help!!
Hi I also can not download to a mac as the sheet is protected any help would be great
[...] to send her a pricey present. Rather, send a card with a picture of your child. Here’s a cool Excel sheet that will help you estimate your budget per person and let you track [...]
[...] husband and I pour/poor over the Christmas spreadsheet (yes, I do know how dorky that sounds, but we’re not the only ones!), figuring out who should give what to whom. We live at a distance from most of our family, so it [...]