Sometimes when we import data from another source in to excel, the dates are not imported properly. This can be due to any number of reasons, including,
- The date format is different from one that is understood by excel
- The data has some extra spaces, other characters before and after the date values.
- The dates are formatted for another country (or date system) and hence your version of Excel wont recognize them.
- The separator between date, month and year is not a known separator (for eg. 12=DEC=2009 instead of 12-Dec-2009), etc.
In this post, we will learn some tricks and ideas you can use to quickly convert text to dates.
Technique 1: Use Text to Columns Utility
- First copy the source data and paste it in a text file (open Notepad and paste there).
- Now copy the values from text file and paste them in Excel.
- At this point, Excel will prompt you for using “Text to columns” utility (or Text Import Wizard as it is called in Excel 2007)
- Go to the Text Import Wizard (or Text to Columns dialog).
- Leave defaults or make changes in step 1 & 2.
- In step 3, select “Date” and specify the format of the date – like YMD, MDY, DMY, YDM, MYD or DYM. It doesn’t matter what is the format of source date, month or year is. Excel can smartly understand them.
- Click “Finish”.
That is all. Your text dates are now converted to excel understandable dates.
Technique 2: Using Formulas to Convert Text to Dates
- Paste the data in a column (say “A”)
- Now depending on the format of source data, write one of the below formulas to convert text to dates.
Using DATEVALUE formula
DATEVALUE formula tells excel to fetch the date from a given input. It is a smart formula capable of converting dates stored as text to excel understandable date format. To convert a text in cell A1 to date, you just write =DATEVALUE(A1)
However, DATEVALUE formula has some limitations. It cannot process all types of dates. For eg. I have shown a few sample dates along with corresponding DATEVALUE output.
Readjusting Date Text so that it works with DATEVALUE formula
Whenever possible, your next best option is to re-adjust the source data text so that it can be understood by DATEVALUE formula. Here is an example.
We can use the text formulas like LEFT, RIGHT and MID to extract portions of the date text and then regroup them using & operator to create meaningful date text format that would be understood by DATEVALUE formula.
Technique 3: Using DATE formula to Convert Text to Dates
If your data has separate columns for date, month and year, you can use DATE formula to convert the data to dates like this:
=DATE(year,month,day)
For eg. =DATE(2009,12,31) will give the date 31st December, 2009.
Bonus Technique: Converting Dates to Text
If you want to convert excel dates to text values (for your report or some other purpose), you can use the TEXT formula like this:
=TEXT(A1,"DD-MMM-YYYY") will convert date in Cell A1 to DD-MMM-YYYY format. You can pass any other date / time formats to TEXT formula as well. [more: tutorials on TEXT() formula]
How do you deal with troublesome dates?
Of course, if it is a real date, we can always bolt. But if it is a date in the data, we need some tools to deal with it. I used to rely on formula based methods to clean the dates. But recently I discovered the import-text date conversion method. This is very powerful and straightforward. Now, I use it whenever possible to clean up my date data.
What about you? How do you deal with buggy / faulty dates in Excel?
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25 Responses to “Display Alerts in Dashboards to Grab User Attention [Quick Tip]”
I prefer the red,grey,light grey,black icon set. I've also used in-cell pie charts from Fabrice's Sparklines for Excel as an alert which could also provide another piece of information.
I prefer the red,grey,light grey,black icon set. I've also used in-cell pie charts from Fabrice's Sparklines for Excel as an alert which can also provide another piece of information.
For Excel 2007, your formula should do the same as the Excel 2003 version, so that non-alert rows are blank - if they are 0, the unnecessary green icon will show
Hi Chandoo,
Nice Post !! just to add something for EXL 2003, we can also 4 Ifs and link to the alert data
For Ex: If we have alert data in Cell A2 and want to split in 4 orders namely <25%, 25-50%, 50-75% and 75%< then we can following formula and put fonts as you have suggested :
=IF(A2<0.25,CHAR(153),IF(A2<=0.5,CHAR(155),IF(A2=0.76,CHAR(152)))))
And then using Conditional Formating we can dashboard reflected on different COLOURS as per their respective alert.
Best Regards
Rohit1409
Hi Chandoo,
Nice Post !!! just to add something for EXL 2003, we can also 4 Ifs and link to the alert data
For Ex: If we have alert data in Cell A2 and want to split in 4 orders namely <25%, 25-50%, 50-75% and 75%< then we can following formula and put fonts as you have suggested :
=IF(A2<0.25,CHAR(153),IF(A2<=0.5,CHAR(155),IF(A2=0.76,CHAR(152)))))
And then using Conditional Formating we can dashboard reflected on different COLOURS as per their respective alert.
Best Regards
Rohit1409
The Complete formula [Don't Know how it got cut ]
=IF(A2<0.25,CHAR(153),IF(A2<=0.5,CHAR(155),IF(A2=0.76,CHAR(152)))))
PS : Use in single line [I have split it to avoid cuts 😉 ]
Hi Chandoo..
why it is not displaying the complete formula..
anyways here is the balance
"=IF(A2<0.25,CHAR(153), IF(A2<=0.5,CHAR(155), IF(A2=0.76,CHAR(152)))))"
@Rohit... your formulas are fine. Just that the width of comment area is fixed and hence my website is cropping it at 640pixels. I just edited your formula and added few white spaces so that it wraps nicely.
Very good idea btw.. kudos!
Hi,
Maybe just go for 'bold' ; 'underline' or 'italic' to draw the users attention? Those methods (if those can be called methods) are used cross media type (books, journals, blogs, billboards, ...) to guide the readers eye to valuable information.
Just a basic thought
@Tom.. good idea..
[...] has a very nice writeup on how to add such alerts to dashboard sheets. Possibly related posts: (automatically generated)Divide your data set into workbooksHow to enforce [...]
Hi Chandoo,
You certainly grabbed my attention! although I wasn't sure what my brother (Suresh) and cousin (Shyam) were doing right, and I was doing wrong? 😉
I love your blog btw - Many thanks for all your hard work in unravelling the secrets and mysteries of Excel!
Best regards
Ramesh
I thought I saw an advertisment for a book about learning excel called excel himalaya or something. It cost about 35.00 us money but seemed to have the things I need to have my admin assistant to start to use. I was hoping to start with this book and then send her to school if she shows some interest and aptitude. Any help on this would be appreciated. Thanks
Great web site and information!!!!
@Jeff... checkout http://chandoo.org/wp/2010/08/25/excel-everest-review/
thanks, your website is awesome!
[...] Alerts to highlight focus areas [...]
[...] There are lots of numbers in this dashboard. I would suggest adding few more visualizations like showing indicators or applying conditional formatting or replacing a table with a chart. This would reduce the [...]
[...] is the same technique as alert icons in dashboard. Just that I also showed green [...]
[...] is the same technique as alert icons in dashboard. Just that I also showed green [...]
Hi Chandoo
Firstly thanks for all the cool tips on how to use Excel better.
I am new to the site and have a question which you may be able to assist with but dont know if these comment boxes are the best way of asking ?
I am looking at assets and trying to calculate the depreciation total by taking a year (say 2010) adding the expected life of the asset (say 10 years) then comparing that to a future date (say 2015) using an IF statement. The calculation in normal is - IF((year in col B (2010) plus 10years)>year 2015, add a years depreciation, otherwise leave blank). The converted date value does not appear able to add 10 years in order to compare it to 2015. Am I missing something ?
I use the “IF” Statement in conjunction with Conditional Formatting in MS Excel to give verbiage to alert one of a required action, dependant on a review date. This makes a visual stimulus, plus it clues one as to what the conditional format is trying to warn you about and what follow-up actions are required.
Wow, I'm really impressed with dashboards. I had no idea this stuff was even possible with excel. I'd like to offer an interactive dashboard to my customers, showing analytics of their data. I have a .pdf file with the datapoints. I'd like them to enter the data on my website, and be able to see their data. Is something like that possible.
Hi Chandoo,
I've recently purchased the package for both templates.
In the portfolio dashboard,under the calculations worksheet, I'm attempting to change the date range in the gantt chart to show only the range of the project that starts in late 2013. How do I do this?
Thanks
Adam
[...] is the same technique as alert icons in dashboard. Just that I also showed green [...]
Hi Chandoo,
I'm new at Excel Dashboard and found your blog really useful and helpful! It's very nice of you that you dedicate your time to do this.
Could you please explain how can I use Alerts based on dates on a Dashboar?
For example, if a target date is coming closer to the actual date, the alert is yellow or red.
I'd really appreciate some help!
Thank you
Where can I download the file Excel of Averall Statistics ???
Thanks a lot.