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.
7 Responses to “Project Dashboard + Tweetboard = pure awesomeness!!!”
I would like to see actual hash-tagged DM tweets go out to the specific information consumers. That would be an interesting way to communicate the key daily data to interested parties.
A Twitter-like secure application like Yammer might be a good fit with this.
For example, how about daily tweets to selected user groups (secure) that would display sales, bookings, cash receipts, cash disbursed and a second version that would show the same info for MTD, QTD or YTD figures.
@Dan, it would be great. I did not taught about implementing it on this dashboard because twitter is blocked to the whole intranet here. However, there's a discussion here about how can we send these tweets to blackberries (probably through e-mail) automatically. (I'd like to see this implemented on a jabber restricted network as well, but here it'll probably not happen)
The wrap-up versions you mentioned doesn't apply to my particular scenario, but on a sales tweetboard it would be a great tool indeed - choosing who will receive which message according to hashtags. I'll think on something, thanks for the advice. 🙂
(Ah, btw, I'm Fernando... 🙂 )
@Dan: That is a fun idea. Instead of tightly integrating twitter functionality with a dashboard, i think it would be cool if we have a "tweet this" button that users can click after selecting a range of cells. We can easily show a dialog with the concatenated output of the selected cells and ask user to edit the text and eventually "send to twitter".
For eg. you can select the annual sales figure cell and click on "tweet this" button upon which a dialog will show the value. Then you can pre-pend it something like "DM @boss look at our sales this year: "
@Aires.. thanks once again.
Wow it looks really good. Not sure though how much the tweet facility would help in real world project management, but certainly having a dashboard on a project should be a key deliverable when learning how to manage a project
The other use of this is during the software development life cycle especially when you have parallel streams of development and testing going on. Using a dashboard is a quick way for everyone on the team to see where the project is at and how it all fits together.
Regards
Susan de Sousa
Site Editor http://www.my-project-management-expert.com
Hi Chandoo,
I purchased the project management toolkit but the dashboard shown above with the imbedded scroll bars. Is it included in the project pack??
Thanks
Sue
The gantt chart section of this dashboard is similar to one I have recently created: http://xlcalibre.com/hr-dashboard-gantt-chart-traffic-light-reportIt has a similar approach with scroll bars, but has a couple of additional features. I've tried to incorporate a traffic light report element, and also allow the timescale to adjusted so that can view it by days, weeks or months.I really like the other tables that you've incorporated, I may well try to replicate them to improve my version!
I am a monitoring and evaluation consultant in international development, and one of the services I offer is to help non-profits and foundations develop performance dashboards. I often advise them to develop dashboards for ongoing programs, rather than for one-time or pilot projects, because of the time involved. I am trying to find out from a few people how long it takes you to develop a project management dashboard, and to what extent the indicators vary from one project to the next.