A Technique for Analysing Large Tables of Data

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Once you start using Excel to develop systems, budget, forecast and large tables of data you may come across the dilemma of “How do I know this is right” or “How do I truth check this”.

This post, Huis second, will add a tool to your arsenal to help you out.

The technique below allows for the rapid visual evaluation of 12 or more days/months/years of data via a chart of 2 variables and the ratio between them, utilising 2 sliders to rapidly change input variables.

DATA

Typically all businesses deal in 3 types of numbers, ie: Dates or Times, Physicals and Dollars.

Dates may include Times, Days, Weeks, Months, Years or any periods in between

Physicals directly relate to the business you are in but may include inputs and or outputs: eg: metal, tyres and cars, sugar, flour and cakes or whatever your business makes, strangely Physicals may also include Dollars, if you’re in the financial services sector. People are a Physical.

And Dollars which could be revenue, costs, cashflows or profit types of numbers.

I have found one of the best methods of looking at large tables of data is to look at a key input or output physical and then interactively scroll through the cost or income and calculate a ratio between the two.

I am going to use as an example a budget which has 40 rows of data including Physicals and Costs. But you will see that the techniques here can easily be extended to hundreds of rows. You can download this file here: Bobs Homes

The technique below allows rapid visual evaluation of 12 or more months data a chart of 2 variables and the ratio between them.

Using 2 sliders the user can rapidly move between variables and evaluate the variance over a given time frame against another variable.

The technique involves the charting of 3 ranges which in turn will be controlled by 2 sliders.

The first Range and slider will allow the selection of a Physical.

The second Range and slider will allow the selection of the Cost/Income component.

The third range will be the ratio of these, but specifically cost or income per physical.

I have attached a workbook, Bobs Homes, which contains 2 models, an example model for you to practice the following techniques on and a completed model which you can examine and pull apart to see how it works.

Bobs Homes

Load the model and scroll around and see what data is available. You will notice a time scale across the top with Physicals and Dollars down the left side. The Physicals and Dollars are grouped into common areas like inputs, outputs and costs, income and profit.

You will also note that there are 10 blank rows at the top of the worksheet. I do this so that I can perform simple calculations, charts or other workings without upsetting the data and other calculations below and for macro’s which automatically find the bottom of the data I know there is nothing below my data to upset the calculations.

Let’s jump in

SETUP

We’re going to add the following components

Headings

A2: Physical

A3: Cost/Revenue

A4: Ratio

E1: =E12

and copy across to Q1

Data

C2: 1

C3: 1

D2: =CONCATENATE(OFFSET(B$13,$C$2,0),OFFSET(C$13,$C$2,0))

D3: =CONCATENATE(OFFSET(B$22,$C$3,0),OFFSET(C$22,$C$3,0))

D4: =CONCATENATE(D3,”/”,D2)

E2: =OFFSET(E$13,$C$2,0)

E3: =OFFSET(E$22,$C$3,0)/1000

Copy E2:E4 across to Q2:Q4

Chart

Select Area D1:Q4

Insert Chart, Line Chart with or without markers to your liking

Suggestion – Place the Chart between the Data and the new Headings and formulas you have just added

Adjust the Legend to be at the Bottom of the chart

Sliders

Insert 2 Sliders

Developer Tab, Insert Scroll Bar (Form Control)

If you don’t have the Developer Tab, Have a read of: http://chandoo.org/wp/2009/05/26/excel-2007-productivity-tips/

Position the scroll bars so they are vertically next to the Chart, Use Alt whilst dragging to snap to Cell corners or edges

Link the sliders to the lookup cells

Slider 1
Current value: 1
Minimum: 1
Maximum: 7 (This is the number of Rows of Physicals data)
Incremental Change: 1
Page Change: 0
Cell Link: $C$2

Slider 2
Current value: 1
Minimum: 1
Maximum: 19  (This is the number of Rows of Cost/Revenue data)
Incremental Change: 1
Page Change: 0 (set this to maybe 10 if you have more than 30/40 rows)
Cell Link: $C$3

FINAL MODEL

You can now select a Physical by dragging the Left Scroll bar

You can now select a Revenue/Cost by dragging the Right Scroll bar

The Ratio of Cost/Revenue to the Physical is calculated and the 3 are all charted

Examine the model and see what variances in inputs/outputs can be seen.

HOW DOES THIS WORK?

The Formula in E2:Q3, are extracting the physicals and Cost/revenue data from the main body of the report by simply using an Offset function from the top of the Physicals and Cost/Revenue area.

The Distance they offset is retrieved from the control Cells C2:C3

The labels for the Physicals and Costs/Revenues are also retrieved using 2 Offsets inside a Concatenate. This is done to allow Heading Rows and Sub Headings to be displayed and joined if available from 2 separate columns.

The Chart is a simple Line Chart which is charting the 3 Data Rows (E2:Q4) against the Time Period (E1:Q1) at the top of the work area.

You can customise the chart to your content.

The 2 sliders control the control Cells C2:C3, and allow for interactive selection of Physicals and costs.

In use often you will find that one of the Physicals, Costs/Revenue or Ratio is generally much smaller in scale than the other 2 measures. Generally it is a good idea to plot the odd scale against a secondary Y axis.

Select the series line, Right Click and select Format Data Series

FUNCTIONS USED:

Offset: http://chandoo.org/wp/2008/11/19/vlookup-match-and-offset-explained-in-plain-english-spreadcheats/

Concatenate: http://chandoo.org/excel-formulas/concatenate.html

How do you truth check your data? Let us all know in the comments below:

How are you finding the content level of my posts? Let me know in the comments below:

Next Thursday – Selecting Individual Data Points in Charts and More Sliders

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37 Responses to “Quickly Change Formulas Using Find / Replace”

  1. Andras Ujszaszy says:

    Chandoo,
    this is a really cool stuff what I use quite often. In addtion this method also could be a good choice to switch the reference type of the formulas from relative to absolute or vice versa. (just simply replace the $ in the same way).
    Andras

    • Chandoo says:

      @Andras: you are right, we can use find / replace to change references, reference types etc. Now, only if they had regex in find/ replace, we could so much more 🙂

      @Tony Rose: Thank you. This is very useful and powerful feature. I even use it for cleaning up data. While formulas are good, they are not the solution for every problem. Often when I need more powerful cleanup / changing, I copy paste the stuff to text editors like notepad++ and then use their find/replace to do the dirty task.

      • Sonia says:

        What if i have to change the formula from ='Analysis'!C1 to 'Analysis 1'!C1?
        I tried doing it using Find /Replace but could't. Encountered some errors.

        And is there a way to change this using VBA???

        • Ollie says:

          Hi,

          Did you ever get a reply to this?

          Thanks

          Ollie

        • MF says:

          to make your life easier, suggest you to avoid (Space) in worksheet names whenever possible. Consider (underscore) instead.

          • Luke Moraga says:

            As the first formula wouldn't have the single apostrophes (since there's no space) need to include that in replace. So, search for:
            Analysis

            and replace with:
            'Analysis 1'

  2. Tony Rose says:

    This could be the most useful tips I've seen in a while. I use this all the time and can instantly change 400 formulas with a few clicks. Like so many other functions in Excel, I don't know what I would do without this one.

    Keep 'em coming!

  3. [...] on formulas: 5 areas where mouse kicks keyboard’s butt | Edit formulas in bulk using Find / Replace | Excel Formulas Online [...]

  4. purushoth says:

    THANKS BRO

  5. The Red Ranger says:

    You, sir, are a god among men...

  6. David says:

    This is really cool. Your just save me hours of work. Thanks.

  7. Jodie says:

    Thanks so much for this fix! It saved me tons of work. I'm muddling my way through and this really helped!

  8. Jesse says:

    Oh... My... God!
    This tip just saved me about 2 hours every month! I can't believe how easy it is to use. Now, can somebody tell me who I should call to get a refund for the previous 100 hours I spent manually changing formulas cell by cell?
    Thanks so much! 

  9. Bilal says:

    THANK YOU!!!!
    You saved me hours, I had a sheet that has more than 500 formulas, and i needed to replace the year in all of them, you saved me hours

  10. Elliot says:

    Awesome info on replacing cell addresses in formulas. I have never heard about Ctrl+` before. Thank you!

  11. T says:

    I have something inside a formula like:
    =sum(A1, A2*10) all over I now need to get rid of the *10 {=sume(A1, A2)} I thought to use the find replace trick above but with a blank in the replace but it then outputs just zeros. I thought I could trick it by doing *1 but then it just turns into =*1) with none of my references. Does anyone have an idea how to do this?
    The Ctrl+ trick is cool.

  12. Peter says:

    Thank you! This literally will save me hours and hours of time, and that's without losing my sanity in the process!

  13. Brigitte says:

    I have Sheet(1), Sheet(2), Sheet(3), etc ... Sheet(100).
    Then there's a summary tab where I want to recap information on all those different sheets. Is there anyway to create a formula on the Summary tab to get ='Sheet(1)'!B$29 copied down for all 100 sheets without having to change each sheet # within the formula by hand?

    • Hui... says:

      @Brigitte
      If you have a list of the sheet names in A2:A100
      In B2: =INDIRECT("'"&A2&"'!$B$29")
      Copy down

      or if you don't have a list of the sheets names you can make it up on the fly
      =INDIRECT("'sheet("&ROW()-1&")'!$B$29")
      Copy down

      • Brigitte says:

        Thanks for the suggestion. However, I copied your formula right back to my file and it didn't work. So I did it another way. I put the tab/cell reference in one cell and then did an =INDIRECT() to capture that information.

        K2="'Sheet("&L2&")'!B$29" which has a value of 'Sheet(1)'!B$29
        B2=INDIRECT(K2) which now has a value of 40 (contents on Sheet(1).

        Thank you!!!!

  14. Mohammed Ali says:

    Thank you ..

  15. Niharika says:

    Hi, Out of all the formulae, I wish to replace the formula which has generated 0 value with blank space? I am unable to do it with find and replace function,

    Please suggest.

  16. Rashed says:

    Thanks.

  17. Kevin says:

    Chandoo, you literally just saved me about 2 hours of work. I had a document with a daily report in two formats. The second formate just linked to all the appropriate cells in the other format (different sheets). This was 180 references that needed to be changed and I had to make this for a 4 week period (aka 28 different sheets at 180 references to change per sheet).

    Thanks so much.

  18. Brian says:

    I have tried this way and without using the Ctrl-` formula view
    Either way, I am trying to do something simple, but it won't let me.

    I have a bunch of cells with a simple math formula like
    =-(0.5*20)
    various values in each cell, multiplied by 20

    I simply want to change the multiplier globally from 20 to 25. But when I tell it to find *20 and replace it with *25, it replaces the entire cell contents with *25, rather than just replacing the *20 portion of the cell contents.

    Can anyone assist with this? Seems so simple, but Excel isn't letting me do it.

    • Hui... says:

      Search/Replace 20 or 20) with a cell Reference eg A1 or A1)
      Then put the value 25 in A1

      By using a * in the search it replaces all the text

  19. sadaqat says:

    how to find a specific cell's value in a column & replace replace it with another cell value i actually need a method to replace a data in ca column and replace with the value i have in a specific cell can i give a [ location ] of data to what i need to find and then give row or column range to where i need to find and the given value & then give a [ location ] of data to what i want to be replace with the find and replace by row & column range & than by specific criteria and than by specific location.
    please help.

  20. sadaqat says:

    how to find a specific cell’s value in a column & replace replace it with another cell's value.
    i actually need a method to find a specific cell's data in a column and replace it with the value i have in a specific cell.
    can i give a [ location ] of data to what i need to find and then give row or column range from where i need to find the given value & then give a [ location ] of data to what i want to be replace with.
    find and replace by row & column range & than by specific criteria and than by specific location.
    please help.

  21. sadaqat says:

    how to find a specific cell’s value in a column & replace it with another cell’s value.
    i actually need a method to find a specific cell’s data in a column and replace it with the value i have in a specific cell.
    can i give a [ location ] of data to what i need to find and then give row or column range from where i need to find the given value & then give a [ location ] of data to what i want to be replace with.
    "find and replace by row & column range & than by specific criteria and than by specific location."
    in more than 100 sheets in entire workbook
    please help.

  22. Juaninho says:

    This is a great tool, does anyone knows an easiest way??

    I'm working with a system that has over 59000 references... so every time the replace all is activated. I lose an entire day.

  23. sadaqat says:

    i actually needs to find cell number "D12" in column "D" and replace with Cell Number "B8" for example
    find what = Cell Number "D12" John McNamara
    find Where = in Column "D"
    Replace with = Cell Number "B8" Bieber D'Souza
    Replace Range = Column "D"
    In which Sheet = All Sheets in Work Book (more than 100 Sheets)
    Note: in every Sheet Cells Number "D12" & "B8" containing Different Employ Name but the find rang and replace rang are same in every sheet and find what cell number and replace with cell number are same also.
    please help!

  24. sara says:

    thank you. saved lot of time.

  25. Crystal says:

    Thank you from the bottom of my heart!

  26. Gerard says:

    Hi, I am trying to figure out how to use RE to find and replace several values in a column. Using find and replace does not work because of the values I am working with. I have a column with hundreds of rows that have a description of several operating systems and other info, which looks like this: Windows Server 2008 R2 Member Server Security Technical Implementation Guide; Windows 2008 Member Server Security Technical Implementation Guide; Solaris 10 10 SPARC SECURITY TECHNICAL IMPLEMENTATION GUIDE; and Windows Windows 2003 Member Server Security Technical Implementation Guide.

    I need to be able to find and replace (or basically curtail the descriptions) to be Windows 2008 R2; Windows 2008; Windows 2003; and Solaris 10. BUT when I run find and replace with just *2008*, it finds every instance, including the ones with R2 at the end. I need it to only change the ones with 2008 to Windows 2008 and the ones that have 2008 R2 to Windows 2008 R2. I know it is possible, but I have no clue on how to write a macro to do this.

    Thanks for your help,
    Gerard

  27. Paul says:

    Wickedly efficient workaround. Excel really is a powerhouse program, all you have to do is dig into it. Ctl ~ exposes the formulas, and Ctl H allows for the multi edit. Brilliant, Chandoo!

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