How to Convert Text to Dates [Data Cleanup]

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How to Convert Text to Dates

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

  1. First copy the source data and paste it in a text file (open Notepad and paste there).
  2. Now copy the values from text file and paste them in Excel.
  3. At this point, Excel will prompt you for using “Text to columns” utility (or Text Import Wizard as it is called in Excel 2007)
    Text to columns utility (Text Import Wizard) Prompt
  4. Go to the Text Import Wizard (or Text to Columns dialog).
  5. Leave defaults or make changes in step 1 & 2.
  6. 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.
    Text to date using Text Import Wizard in Excel
  7. Click “Finish”.

That is all. Your text dates are now converted to excel understandable dates.

Technique 2: Using Formulas to Convert Text to Dates

  1. Paste the data in a column (say “A”)
  2. 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.

Using DATEVALUE formula to convert Text to Date

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.

Using Text formulas and DATEVALUE to convert Text to Date

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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7 Responses to “Project Dashboard + Tweetboard = pure awesomeness!!!”

  1. Dan Murray says:

    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.

  2. Aires says:

    @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... 🙂 )

  3. Chandoo says:

    @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.

  4. 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

  5. Sue says:

    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

  6. XLCalibre says:

    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!

  7. 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.

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