29 Excel Formula Tips for all Occasions [and proof that PHD readers truly rock]

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It is no exaggeration that knowing excel formulas can give you a career boost. From someone starting at the long list of numbers, you can become a data god who can lookup, manipulate and analyze any spreadsheet by learning few excel formulas.

So when our little excel blog hit the 5000 RSS Subscriber milestone, I celebrated the occasion by asking you to share an excel formula through twitter or comments with rest of us. And boy, what an excellent list of formula tips you have shared with us all.

Here is the complete list of entries for the twitter formula contest.

Follow the links next to contributor’s name to see the original twitter post or comment

To return the full Path+Filename of your (saved) workbook

by Dmurphy on PHD comments

To return the full Path+Filename of your (saved) workbook (and dropping the [] characters) to get, for example, C:\Data\ExcelFiles\MyWorkbook.xls: =SUBSTITUTE(SUBSTITUTE(LEFT(CELL(”filename”,$A$1), FIND(”]”,CELL(”filename”,$A$1))),”[“,””),”]“,””)

Create a Dynamic Range that Grows and Shrinks with Data

by ps62 on twitter [@ps62]

IF($A6=””,””, SUM(OFFSET(Data,$A6-1,StartDateIndex-1,1,NumCols))) – makes stuff dynamic

Find the last cell in a row

by govi on twitter [@govi]

Return last filled cell in a row: =LOOKUP(9,999E+307;A1:IV1)

Cleaning your data (Example, changing the values in a column)

by artjohnson on twitter [@artjohnson]

Excel. Cust name header in C9 and text datalist below. Formula in B9 moves name from C9 to B9. Copy down. =if(isblank(C8),c9,b8)

Extract the month from a date

by Alan on PHD comments

Probably a easier way of doing this , extracting the month from a date as text. A1 is date =TEXT(DATE(0,MONTH(a1),1),”mmmm”)

Clean your text before you lookup

by rushikul on twitter [@rushikul]

=VLOOKUP(CLEAN(TRIM(E20)),F5:G18,2,0). To make sure you are using clear text, as text is most used in vookup_value

Find if two ranges are statistically different

by nandoaires on twitter [@nandoaires]

=IF((1-(1-NORMSDIST(ABS(A1-A2)/SQRT((2*AVERAGE(A1:A2)*(1-AVERAGE(A1:A2)))/(A3))))*2)>0,95;”Different”;”Equals”)

Lookup 3 criteria and return the match

by Alan_xls on twitter [@Alan_xls]

=Index(return,Match(1,(1stRange=criteria1)*(2ndRange=criteria2)*(3rdRange=criteria3),0)) Return result where 3 values match,Array Form

Offset with Match, get data from somewhere else

by Arnab Bose on PHD comments

This formula looks up data from another sheet considering three parameters keeping into account the column A and column B with sub-components (both on another sheet) and matching them up with the heading on both sheets. =OFFSET(’Data Sheet’!$C$1,MATCH(D$2,’Data Sheet’!$A$2:$A$140,0)+MATCH($B5,’Data Sheet’!$B$2:$B$20,0)-1,MATCH(D$3,’Data Sheet’!$C$1:$J$1,0)-1)

Using SUM with multiple conditions

by ps62 on twitter [@ps62]

{=SUM(IF(shoes=”nike”,Units,0))} – array formula – two conditions

VLOOKUP but get values from the left

by bsamson on twitter [@bsamson]

VLookup to return values to the left of the lookup range: =INDEX(SearchRange,MATCH(LookupValue,LookupRange,FALSE))

Getting data from a dynamic range

by Arnab Bose on PHD comments

This formula extracts data from a dynamic data range and returns a zero value if there is an #N/A error. =IF(ISNA(HLOOKUP($A14,Data!$AB$2:$AW$9,MATCH(”P”,Data!$AB$2:$AB$2,0),0)), 0,HLOOKUP($A14,Data!$AB$2:$AW$9,MATCH(”P”,Data!$AB$2:$AB$2,0),0))

Find the difference between maximums of two ranges

by PreetAulakh on twitter [@PreetAulakh]

{=MAX(K5:M5-K4:M4)}, one step formula to determine the max of difference of two ranges! No curly brackets in excel, Cltr+Shift+Enter

Find the top 3 values of a range

by JassiAulakh on twitter [@JassiAulakh]

Large(A1:A100,{1,2,3}). Gives you 3 highest values of a range. Select three cells and enter this formulas. Then Cltr+Shift+Enter

SUMPRODUCT with multiple conditions

by Martin on PHD comments

Here’s my little contribution (previously posted 😉 Named Ranges (should be dynamic, but….) Ship $A$2:$A$8 Captain $B$2:$B$8 flights $C$2:$C$8 in F:F Summary_ship $F$2:$I$2 this 3:3 Summary_Captain $E$3:$E$6 data is in range A1:C8, and summary is in E1:I6. =SUMPRODUCT((Ship=in Summary_ship)*(Captain=this Summary_Captain)*(flights))

Get the name of the workbook

by Dmurphy on PHD comments

To return the name of the workbook only, e.g. MyWorkbook.xls: =MID(CELL(”filename”,$A$1),FIND(”[“,CELL(“filename”,$A$1))+1,FIND(“]“,CELL(”filename”,$A$1))-FIND(”[”,CELL(”filename”,$A$1))-1)

Excel Formula Fun – Should we fight… ?

by chrismelck on twitter [@chrismelck]

=IF(ISERROR(VLOOKUP(WOMD,Iraq,1,FALSE)),”Declare war”,”Declare war anyway”)

More ways to use IF and Then formula

by Olu D. on PHD comments

This formula determines the Active (=”T”) status or otherwise of Employees in an Excel spreadsheet: =IF(AC2=””,”X”,IF(AND(AC2=500000,AD2=””),”T”,IF(AND(AC2500000,AD2?”),”F”,”Pls Enter Leaving Reason!!”)))

Using INDIRECT along with VLOOKUP to make dynamic lookups

by squash86 on twitter [@squash86]

=VLOOKUP(B3, INDIRECT(B36), COLUMN()-1,FALSE) The INDIRECT returns the name of a named range that holds the data table.

Calculate the p-value of a t-statistic [Don’t ask me what it is 😛 ]

by David on PHD comments

=NORMDIST(-1*ABS((Z27-AE27)/AG27),0,1,TRUE). Calculate p-value for t-statistic based on means in Z27 and AE27 and the std err of mean in AG27.

What is on the right side of that string

by aniVy on twitter [@aniVy]

=RIGHT(A1,LEN(A1)-FIND(“-“,A1,1)) – Extracts right side string after a hyphen.

Find frequency distribution of a range of values

by Cody on PHD comments

=FREQUENCY(DY5:DY118,EU4:EU14) for creating frequency distributions. I can’t believe I went so long before discovering that there’s an easy built-in array function that does this. Constructing the distribution by hand was always a pain.

In-cell bar graph

by JohnCorp on twitter [@JohnCorp]

=REPT(“|”,A1/MAX($A$1:$A$5)*30) creates a bar graph from the data in the range a1:a5, change the font to change the look of the graph

Get the name of the current worksheet

by Dmurphy on PHD comments

To return the name fo the current worksheet, e.g. “Sheet1?: =MID(CELL(”filename”,$A$1),FIND(”]”,CELL(”filename”,$A$1))+1, LEN(CELL(”filename”,$A$1))-FIND(”]”,CELL(”filename”,$A$1)))

Excel formula fun – Usetheforce()

by _mikii on twitter [@_mikii]

=usetheforce(choke,”Moff Jerjerrod”)

UDF to calculate to royalty, I am not getting any

by chrislbs on twitter [@chrislbs]

=TieredRoyalty($R$16:$T$19,I5) @r1c1 Uses a UDF to calculate royalty on I5 based on a TierTable in R16:T19, saving nested vlookups

Find the Next Friday the 13th

by S3bast1an on twitter [@S3bast1an]

ARRAYformula – Next Friday 13th is =MIN(IF(((WEEKDAY(TODAY()+ROW(1:1000);2)=5)*(DAY(TODAY()+ROW(1:1000))=13))=1;TODAY()+ROW(1:1000)))

Split first name and last name

by Mahmut on PHD comments

=LEFT(A1,FIND(” “,A1)-1) =RIGHT(A1,LEN(A1)-FIND(” “,A1)) Split first names and last names.

IF with a VLOOKUP

by m4th1337 on twitter [@m4th1337]

=IF(VLOOKUP(C1,’Historical Data’!$A$2:$S$332,4,FALSE)>F1,”-“,IF(VLOOKUP(C1,’Historical Data’!$A$2:$S$332,4,FALSE)

And now for the winners

I wish I had more prizes to give. All the tips are truly marvelous. I have learned several cool uses of excel formulas. But alas, we have only 2 prizes in this contest.

Dashboard bundle from Bonavista Systems goes to Govi

The excel formulas 2007 book by John Walkenbach goes to DMurphy

Both the winners are randomly selected. I have already sent them an e-mail with the further instructions to claim the prizes.

Big thank you to Bonavista Systems, the contest sponsor

I would like to thank Andreas from Bonavista systems for sponsoring the dashboard bundle. Bonavista systems makes some really cool tools for excel dashboards, spark-lines and helps you make cleaner and better looking charts. Checkout their products and know more about them from their site.

Further Resources if you want to learn Excel Formulas


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14 Responses to “How to Add your Macros to QAT or Excel toolbars?”

  1. Ashfire says:

    We have only just got excel 2007 so this is helping me navigate my way through the differences cheers.

    For Macro's i always add a Command Button, rename it something obvious, change the colour of it and finally add the following to its View Code section.

    Application.Run "MAcro1"

    This way anyone opening the file knows what to do if i ever win the lottery and dont make it in 🙂

  2. Ron Murphy says:

    Hi,
    Good article. But I have this problem.
    1) Customized QAT with a macro. Macro name = MacroX
    2) Runs OK from original location (e.g. C:\TestLoaction1\TestFile.xls)
    3) Copy past file to new location (e.g. C:\TestLoaction2\TestFile.xls)
    Menu button now fails:
    Cannot run the macro "C:\TestLoaction1\TestFile.xls'!MacroX' The macro may not be available in this workbook...

    Of course the code is there, and macros are enabled.

    Could get it to work after deleting and recreating macro custom buttons. So have to re-assign macro to QAT button every time I move the file?

    If I put a form button on he worksheet and assign the macro to that, it's location independent.

    Any ideas?
    Thanks

  3. Hui... says:

    @Ron
    What you have said is correct
    Macros within a worksheet are stored within the worksheet and hence follow it.
    Macros referenced by a button in the QAT or elsewhere are locaed in a file and if that file is moved the linkages don't follow.

    The easiest way around this is to store all your macros in a location that doesn't move and is in fact reloaded everytime that Excel starts and that is called the Personal.xlsx/b file.

    These are refered to several time at Chandoo.org or have a read of
    http://www.rondebruin.nl/personal.htm
    or
    http://office.microsoft.com/en-us/excel-help/deploy-your-excel-macros-from-a-central-file-HA001087296.aspx

    • Col Delane says:

      In Excel 2003 and prior versions, a button added to the Toolbar maintained a DYNAMIC link to the file (e.g. Personal.xlsb) holding the assigned macro, such that if the file was relocated for any reason (by using Excel's native Save As command rather than just moving it via Windows Explorer), the link between the button and the file was updated.
      I expected the same to occur with Excel 2007+, but alas, Microsoft in their infinite wisdom have removed another feature useful to advanced users (just as they did by removing the ability to design your own buttons)!!
      So having just done some reorganisation of my files, I now have to remove and recreate every friggin macro button on my QAT (I have lots) - what a pain in the proverbial!!

  4. Ron Murphy says:

    Hi Hui,

    Thanks for the help, that's really useful.

    1) The macros I'm adding are for one specific Excel application, so I really wanted the macros to follow the file

    2) I didn't want to have to pass other files around too and have users installing those - either Personal.xlsx/b or as an Add-In.

    3) I realise now that the QAT additions will appear for other Excel workbooks in which I don't want the macros available.

    So, it looks like I need to keep it local, by using a button on the worksheet. Unless you can suggest any way of adding to menus just for a specific workbook.

    Thanks again for your help. Great site, so I'll be signing up for the emails.

    Ron

  5. cheryl says:

    I know I'm a little late jumping on this post, but wondering if anyone knows how to add a UDF to the QAT? I've saved my UDF in my personal workbook, but it does not show up in my list when I choose Macros when customizing my QAT. Suggestions? Thanks!!

    • Chandoo says:

      @Cheryl: UDFs cannot be accessed like Macros. You can use them from other macros or from worksheet cells as formulas...
      @David: If you save your macros file and then install it as an add-in then it will be always available for you.

  6. David says:

    The instructions work great when you are creating a new file, and it is still open. I find that I can't access macros after I've saved a file as an xlam and closed it. When I reopen the xlam, either by browsing to it, or by having it set to open as an addin using Excel Options, the macros are no longer available in the macros list when I go to edit the QAT. Any way around that?

  7. JimH says:

    I need to create a button that will run a macro. Once you click the button it needs to open up a browser asking you to select a report/file. Once you select the file, it will run the macro on the selected file and then save it as a new report with a name and the current date. I created the macro to sort/modify the report but I do not know how to do what I mentioned above. I hope this makes sense.

  8. NathanG says:

    I'm having trouble adding a macro to the QAT. I've done everything up to step 5 but my macro isn't showing up. What am I doing wrong?

  9. surfinette says:

    Hi,
    Thank you for the explanation. Very useful for a recent switcher from office 2003 to office 2010.
    My follow-up question is: in Excel (or ppt) 2010, can you customize the macro button that you put in the QAT?
    In office 2003, once you chose the custom button for your Macro, you could then edit pixel by pixel the said button.
    For instance, I've created 2 Macros in PPT that are converting all my slides to either English or French language, so I'd like one button to show EN and the other FR... that would be more meaningful that any of the possible "custom" office 2010 buttons

  10. Morton Wakeland says:

    I read all the post and one important aspect to the QAT was never mentioned. That is, you have a macro driven worksheet that you want to share with other. You have customized the QAT with two icons to run the macros (VBA programs in reality). However, when the others receive the workbook, the icons are no where to be found. It's my understanding those "customized buttons" have been saved to an outside file, Excel.qat. QUESTION: Could one simply attach that file to your email, along with the worksheet, and tell the recipients to copy that file to correct location on their computer - C:\Users\\AppData\Local\Microsoft\Office|\
    Would the customize macro buttons then appear in the worksheet and, more importantly, work? Thanks for your thoughtfulness and thanks for well written instructions Chandoo!
    MortW

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