Often we deal with data where numbers are buried inside text and we need to extract them. Today morning I had such task. As you know, we recently ran a survey asking how much salary you make. We had 1800 responses to it so far. I took the data to Excel to analyze it. And surprise! the numbers are a mess. Here is a sample of the data.
Now, how do I extract the salary amounts from this without typing the values?
My first thought is to write a user defined function to extract the number from text. But I usually shy away from VBA. So I wanted to see if there is a formula based approach to extract the number from text.
Using formulas to extract number from text
To extract number from a text, we need to know 2 things:
- Starting position of the number in text
- Length of the number
For example, in text US $ 31330.00 the number starts at 6th letter and has a length of 8.
So, if we can write formulas to get 1 & 2, then we can combine them in MID formula to extract the number from text!
Finding the starting position of number in text
To find the starting position, we need to find the first character which is a number (0 to 9). In other words, if we can find the positions of 0 to 9 inside the given text, then the minimum of all such positions would be starting position.
Sounds complicated?!? Well, in that case look at the formula and then you will understand why this works.
Assuming the text is in A1 and the range lstNumbers contains 0 to 9, below formula finds starting position
{=MIN(IFERROR(FIND(lstNumbers,A1),””))}
You need to array enter it (CTRL+SHIFT+Enter)
How this formula works?
FIND(lstNumbers, A1) portion: This part finds where each of the numbers 0 to 9 occur in the text in A1. If a match is found, the position is returned. Else we get an error. For US $ 31330.00 the values would be,
{10;7;#VALUE!;6;#VALUE!;#VALUE!;#VALUE!;#VALUE!;#VALUE!;#VALUE!}
Meaning, 0 occurs at 10th position, 1 occurs at 7th position, 3 occurs at 6th position and everything else (2,4,5,6,7,8,9) do not occur in the number.
IFERROR(…,””) portion: Then, we replace errors with empty spaces so that MIN could work its magic.
At this stage, the result would be, {10;7;””;6;””;””;””;””;””;””}
Related: IFERROR Formula – syntax & examples
{=MIN(…)} portion: This would find the minimum of {10;7;””;6;””;””;””;””;””;””} which is 6. The starting position of number inside text.
Because we are finding multiple items, we need to array enter the formula to get correct result.
Finding the length of number
Once we find starting point, next we need to know the length of the number. There are many ways to do this. Depending on the variety in your input data, you can choose a technique that works best.
Approach 1 – counting number of digits in text
My first approach is to count number of digits in the text and use it as length. For this, we can break the text in to individual characters and then see if each of them is a number or not.
Assuming the text is in A1, the number of digits in it are,
=SUMPRODUCT(- -ISNUMBER(MID(A1,ROW($A$1:$A$200),1)+0))
MID(A1,ROW($A$1:$A$200),1) + 0 portion: This breaks the text in A1 in to individual characters (assumes the max length is 200) and then adds 0 to them.
At this stage, you have 200 values some of them numbers, others errors.
ISNUMBER(…) portion: This checks all the 200 values for numbers. After this, we will have 200 true or false values.
— ISNUMBER (…) portion: This converts the true, false values to 0s and 1s. (by double negating Excel will convert boolean values to number equivalents).
SUMPRODUCT(…) portion: This finally sums up all 1s thus giving us the number of digits in the text.
Does it work?
While this approach works well for some numbers, it fails in other cases. For example, a text like US $ 31330.00 has number portion with 8 characters (31330.00) where as our formula would say the length is 7 (because decimal point . is not a number and hence ISNUMBER() would give false for that).
So I had to move on to next approach.
Approach 2 – counting number of digits, commas & decimal points in text
The next approach is to count not only numbers, but also commas & decimal points in the text. For this, first I placed all the digits (0 to 9) and comma & decimal point in a range called as lstDigits.
Below formula counts how many of lstDigits are in text in A1.
=SUMPRODUCT(COUNTIF(lstDigits,MID(A1,ROW($A$1:$A$200),1)))
COUNTIF(lstDigits, MID(…)) portion: This checks how many times each of the 200 characters appear in lstDigits.
This would be an array of counts. For example {0;0;0;0;0;1;1;1;1;1;1;1;1;…} for US $ 31330.00, indicating that first 5 are not in lstDigits and then we have 8 in lstDigits.
SUMPRODUCT(…) portion: just sums all the numbers, hence we get length as 8.
Related: SUMPRODUCT Formula – examples & explanation
Extracting numbers from text
Once we have starting position of number & its length, we can combine them in a MID formula to extract the number. Here is the result for our sample data set.
As you can see, this method works well, but fails in some cases like,
- European number formats (, for decimal point and . for thousands)
- Text with multiple numbers
Fortunately, in my data set, we had only a few incidents like these. So I have decided to manually adjust them than work out even more complicated formula.
Using Macros to extract numbers from text
As you can guess, we can use a simple macro (or UDF) to extract numbers from a given text. We will learn how to do this next week.
Download Example Workbook
Click here to download example workbook with all these formulas. Examine the formulas to understand how you can extract numbers from text in Excel.
How do you Extract numbers from Text?
Often I deal with data like this. I use a mix of techniques. Apart from the one mentioned above I also use,
- getNumber() UDF to extract numbers from text (more on this next week)
- Use SUBSTITUTE to clear formatting (replace dots with empty spaces and commas with dots to convert from European format to standard format)
- Use VALUE to extract the number (works when number is shown as text)
- Use +0 to force convert numbers from text (works when number is shown as text)
What about you? How do you extract numbers from text? What are your favorite techniques? Please share using comments.
Tips on cleaning data using Excel
If you use Excel to clean data, go thru these articles to learn some powerful techniques.
17 Responses to “Budget vs. Actual Profit Loss Report using Pivot Tables”
Good Work, Yogesh & Chandoo! Thanks.
Hi everybody,
first sorry I am late to say something about this topic;actually I was waiting last part
second I am not accountant I am an Engineer
third """"Very Important""" the idea is not about Loss but I am sure it is profit
Based on third it shows:
1- How to use EXCEL
2- How to use pivot TABLES
3- How to collect and arrange DATA
4- How to make reports
Many Thanks
Hi Yogesh and Chandoo,
Thank you for sharing your knowledge!
You guys are great!
thanks chandoo and yogesh, thanks for you lessons, are great!....i have a idea for a budget. I try to do it..... thanks for all
Thanks a lot for sharing the most powerful tool worldwide "knowledge"
Warm greetings from Peru
Hi -
This is a really great article because it's a simple and common thing you'd want to do with a pivot table but not at all obvious how to do it! So - muchas gracias to Chandoo and Yogesh!
One thing - I couldn't get past the group error in the sample file. I would click on ungroup but it didn't seem to have any effect. I'd appreciate it if anybody has any pointers here.
-Juanito
Hi Chandoo
I am also having the group error. Can't seem to ungroup? Appreciate if you explain further on the steps required in order to get to calculated items.
Many thanks and keep up the great work.
Cheers
Adam
Hi Chandoo,
I'm struggling resolving the problem depicted below:
I have a set of data, with (among others) a "Region" field (can be APJ, EMEA, or AMS), and a "Country" field.
Unfortunately, I need to group data by the following 4 Regions: APeJ, Japan, EMEA and AMS.
I first tried to make a pivot with Region and Country in the rows (or columns), and then group Country data as per the above.
Alas, as soon as I have a new Country that appear in my data set, my groupings are broken, and I have to redo the job of ungrouping, grouping etc.
I thought I could try to use calculated item, by adding first a new column to my dataset concatenating Region_Country, and create an "APeJ" calculated item that would sum all the "APJ_*" and substract the "APJ_Japan", but again, no clue, as I can't find a way to use any wild card in those formulas.
Given that I already found extremely helpful tips and tricks in your site that helped me manage that bunch of data, I'm pretty sure you'll have a bright idea on how I can solve that one!
Thanks in advance for your lights!
Hi Catherine...
In such cases, I advice using an additional column in the data itself. You can set-up a grouping table else where with country in first column, region in second column. And then in the data, you can add an extra column and use VLOOKUP to fetch the region based on the country.
Then feed this entire data (with extra column) to pivot table and use the extra column to group the data.
Hi Chandoo,
Thank you for your prompt answer.
I finally came to the same conclusion - after a rest 🙂 . I was probably too tired Friday evening (it was rather late), having spent hours in manipulating all my surveys data so as to pull rolling averages, make nice graphs and so on, and was trying to find a complex solution when there was a simple one.
Thanks again,
Catherine
Hey,
Great post!
I for example have different database structure with the following fields :
Date, Expense, Income, Sum (Income - Expense), Category (Sales, Cost of Goods and etc).
Creating a P&L report for the whole year works great. Including gross margin % and etc.
Though, creating P&L report by QTR/Month is becoming impossible since i get the following error : “This PivotTable report field is grouped. You cannot add calculated item to grouped filed.”
Is there a solution for this kind of problem?
Like Adam and Juanito, I also cannot ungroup.
Would appreciate it if you can add a few more lines and a screenshot or two on where to put the mouse cursor to ungroup.
Hi, I have figured out the ungrouping problem. One of the earlier steps was to group by month, if you pull the month back down to the column then right click and then select ungroup, then pull the month back up so you end up with just data source and budget/actual as the headings, then you can continue on.
To solve the ungroup problem, my method is:
Copy the "data" sheet to a whole new Excel workbook
and directly work on Part 6.
And since it is a fresh copy, Excel don't show me the "can't ungroup" problem. Hope this help.
Thank you Yogesh for this wonderful tutorial.
Kent, Malaysia
Just when i thought pivots were awesome i learn about inserting the calculated fields and that makes them more awesome. chandoo where have you been all my life.
Hello - your P&L pivot version has really impressed my boss and would like to use it. I have applied it for a actual vs budget vs forecast model I have created. One problem. In your variance above the operating profit percent % variance shows 33.8% but I want it to show (0.01) point or the true diff from prior budget.
I know I can add calculation to the side but boss would like to see it in pivot table.
Please help
Thanks
I have a further query which may solve my above dilemma. Is it possible to add a column that calculates percent increase. So in the example above a new column would be added to show variance %.
Any help would be appreciated.
Thanks