While preparing a project plan, I had a strange problem. I wanted to highlight all the project tasks that fall with-in a certain date range. At the lowest level, the problem is like this:
There are 2 ranges of dates (a,b) and (x,y) and I want to know if they overlap (ie at least one date common between a,b and x,y)
The formula for testing such a thing seemed tricky at first. So I drew the conditions on paper to get clarity on what we should test. Evidently, there are 4 ways in dates (a,b) can overlap with dates (x,y) as shown below:
Now, we can test for the overlap condition using a formula like this:
If x is between a and b
or a is between x and y
then overlap
else do not overlap
As you know, there is no formula in excel like isbetween(). So we have to break it up to 2 conditions and an AND() Formula. Finally the formula becomes,
=if(or(and(x>=a,x<=b),and(a>=x,a<=y)),"Overlap","Do not overlap")
Now, it seemed like quite a big formula for testing if 2 ranges of dates overlap.
So, I continued my quest for even shorter formula.
After sometime, I realized that if we test for non-overlap instead of overlap, we can write a shorter formula.
Do not understand? Let me explain.
While there are 4 ways in which (a,b) can overlap with (x,y), there are only two ways in which (a,b) cannot overlap with (x,y). See this to understand:
Now, testing above conditions is very straight forward in excel.
the formula becomes, =if(or(y<a,b<x),"Do not overlap","Overlap")
The formula is much shorter and easy to maintain.
I was able to use it to test if a set of tasks in the project plan are running between given dates (for eg. next week). All is well in the end.
How do you test overlap conditions?
Do you ever have to test overlap conditions? What kind of formulas have you used? Please share your formula tips & tricks using comments.
8 Responses to “Pivot Tables from large data-sets – 5 examples”
Do you have links to any sites that can provide free, large, test data sets. Both large in diversity and large in total number of rows.
Good question Ron. I suggest checking out kaggle.com, data.world or create your own with randbetween(). You can also get a complex business data-set from Microsoft Power BI website. It is contoso retail data.
Hi Chandoo,
I work with large data sets all the time (80-200MB files with 100Ks of rows and 20-40 columns) and I've taken a few steps to reduce the size (20-60MB) so they can better shared and work more quickly. These steps include: creating custom calculations in the pivot instead of having additional data columns, deleting the data tab and saving as an xlsb. I've even tried indexmatch instead of vlookup--although I'm not sure that saved much. Are there any other tricks to further reduce the file size? thanks, Steve
Hi Steve,
Good tips on how to reduce the file size and / or process time. Another thing I would definitely try is to use Data Model to load the data rather than keep it in the file. You would be,
1. connect to source data file thru Power Query
2. filter away any columns / rows that are not needed
3. load the data to model
4. make pivots from it
This would reduce the file size while providing all the answers you need.
Give it a try. See this video for some help - https://www.youtube.com/watch?v=5u7bpysO3FQ
Normally when Excel processes data it utilizes all four cores on a processor. Is it true that Excel reduces to only using two cores When calculating tables? Same issue if there were two cores present, it would reduce to one in a table?
I ask because, I have personally noticed when i use tables the data is much slower than if I would have filtered it. I like tables for obvious reasons when working with datasets. Is this true.
John:
I don't know if it is true that Excel Table processing only uses 2 threads/cores, but it is entirely possible. The program has to be enabled to handle multiple parallel threads. Excel Lists/Tables were added long ago, at a time when 2 processes was a reasonable upper limit. And, it could be that there simply is no way to program table processing to use more than 2 threads at a time...
When I've got a large data set, I will set my Excel priority to High thru Task Manager to allow it to use more available processing. Never use RealTime priority or you're completely locked up until Excel finishes.
That is a good tip Jen...