Whenever we deal with large amounts of data, one of the goals for analysis is,
How is this data distributed?
This is where a Box plot can help. According to Wikipedia, a box plot is a convenient way of graphically depicting groups of numerical data through their five-number summaries: the smallest observation (sample minimum), lower quartile (Q1), median (Q2), upper quartile (Q3), and largest observation (sample maximum) [more]
Quartile?!? What is that like?
When we say $ 39,000 is the lower quartile of salaries paid in Acme inc. it means, 25% of people make less than or equal to $39,000
Like that Median (Q2) means half the samples are lower than median & the other are more than median.
Example Box Plot
Here is an example box plot depicting salaries of all analysts in USA as per our recent Excel Salary Survey.
The box shows distribution of middle half of data (salaries) while the lines (called as whiskers) show minimum and maximum salaries.
As you can see, 50% of the analysts make between $46,000 to $75,000 while the min is $10k and max is $160k.
Why use Box plots?
Box & whisker plots are an excellent way to show distribution of your data without plotting all the values. They are easy to understand. We can use them whenever we have lots of data or dealing with samples drawn from larger population.
Creating Box plots in Excel – 9 step tutorial
Despite their utility, Excel has no built-in option to make a box plot. Of course you can make a 3D pie chart or stacked horizontal pyramid chart. Lets save them for your last day at work and understand how to create box plots in Excel.
Step 1: Calculate the number summaries
Assuming your data is in list use formulas MIN, MAX & PERCENTILE to calculate summaries like below:
To calculate 25th percentile (Q1) use = PERCENTILE(list, 25%)
Step 2: Make a bar chart from Q1, Median & Q3
Just select the 25th percentile, median & 75th percentile values and create a bar chart.Make sure that your chart shows 3 different colored bars not 3 bars in one color.
Step 3: Set series overlap to 100%
Select any bar, press CTRL+1 (right click > format series) and adjust series overlap to 100%
Step 4: Adjust series order so that you can see all the bars
If you cannot see all the bars, right click on chart, click on “Select data”.
Now, adjust the series order using arrow keys so that you can see all the bars. See this demo:
Step 5: Make 25th percentile (Q1) bar invisible
Select the bar corresponding to Q1 and fill it with white color. If you make it transparent, it will not work. So make it all white.
Step 6: Add error bars to Q1 & Q3 series
Just select Q1 (25th percentile) bar and add error bar (any type) from layout ribbon.
Repeat for Q3 series as well.
Step 7: Set up error values in your data
Add an extra column in your data area and use simple formulas to calculate error values, like below:
Step 8: Set up custom error values for Q1 & Q3
Select the error bar for Q1 (25th percentile) and,
- Press CTRL+1 to format them
- Enable only minus (negative) error bar with no cap.
- Select Custom as error amount and point to the calculated value.
Repeat for Q3, but choose positive error bar instead.
Step 9: Format the box plot to your taste
Remove any legend, axis, labels that you do not need. Change colors to suit your taste and mood. Make the whiskers subtle and knock off the grid lines. You are good to go.
Making Box plots interactive
Since box plots are very useful to understand distribution of values, we use them in dashboards etc. Naturally, you are interested to know how values are distributed for various things.
In this example, we may want to know how analyst salaries compare with manager salaries.
To make things complicated, we have 10 different job types, thus enabling 45 possible comparisons (10c2)
This is where interactive box plots can help. See this demo to understand:
Interactive Box plot in Excel – a Demo
How to make interactive box plot in Excel
Construction of box plot is same as mentioned above. The difference is in adding interactivity.
Step 1: Use combo box form controls to capture comparison criteria
Excuse the tongue twister. Using Developer ribbon > Insert > Form controls, add 2 combo box controls and point them to the list of job types.
Lets assume that these combo boxes are linked to cells D1, D2.
[Related: Introduction to Excel Form Controls]
Step 2: Calculate 5 number summaries using MINIF, MAXIF and PERCENTILEIF formulas
Don’t rush to type the formulas yet. There is no such formula as MINIF (or MAXIF or PERCENTILEIF). Assuming your list of jobs are in joblist, write
=MIN(IF(joblist=”Analyst”, list_of_values,””))
and press CTRL+Shift+Enter
Using MAX(IF(…)) and PERCENTILE(IF(…)) you can calculate remaining 4 summaries.
Step 3: Based on combo box selection, fetch any two sets of values
Using INDEX formula, we can fetch values corresponding to each combo box selection to a set of cells, like this:
Step 4: Connect these values to your box plots
That simple!
Step 5: Format and interact
Format the charts. Play with combo boxes to interactively compare one set of distribution with another. Show it to your boss or client and see them fall off a chair.
Download Box plot tutorial workbook
Click here to download the workbook containing these examples. Play with it. Check out various formulas and chart settings. Learn.
Do you use Box plots?
I love box plots. I have used them several times. Few examples are here: Excel age survey results, Gantt box chart and more.
In our Excel salary survey contest too, many people have used box plots to clearly compare compensation composition. Checkout the entries by Aditya, Allred, Anchalee, Anup, Bryan, Jeanmarc, Joerg, Kostas, Luke, Michael, Nathan, Sergey and Vishwanath. Especially Jeanmarc used interactive version of box plots to allow comparison on demand.
What about you? Do you use Box plots often? How do you prepare them? What is your experience like? Please share using comments.
Create Box plots often? Use Jon’s Add-in
If you need to create box plots often and find the above process tedious, then please consider getting a copy of Jon Peltier’s Box Plot add-in for Excel. It works like a charm and produces what you need. All in a few clicks. Click here to know more.
PS: Link to Jon’s add-in is an affiliate link. It means, when you buy it from Jon thru this link, I will get a few bucks too. I recommend it because I know it is awesome and perfect for box plots.
27 Responses to “Sum of Values Between 2 Dates [Excel Formulas]”
I would apply a filter and use function subtotal, with option 9. This way you can see multiple views based on the filter.
hey Chandoo, the solutions you proposed are very efficient, but if I wanted to be fancy I would do it this way .. the references are as your example workbook.
=SUM(INDIRECT("C"&(MATCH(F5,B5:B95)+4)):INDIRECT("C"&(MATCH(F6,B5:B95)+4)))
I like things simple:
=SUMIF(B5:B95,">="&F5,C5:C95)-SUMIF(B5:B95,">"&F6,C5:C95)
use something like: =SUM(OFFSET(B1,0,0,DATEDIF(A1,D1,"d")))
and have D1 be the date that I want to sum to.
In Excel 2003 (and earlier) I'd use an array formula to calculate either with nested if statements (as shown here) or with AND.
{=SUM(IF(B5:B95>F5,IF(B5:B95<F6,C5:C95,0),0))}
Note that I truly made this for BETWEEN the dates, not including the dates
I turned the data set into a table named Dailies.
I named the two limits StartDate and EndDate.
And used an array formula:
{=SUM((Dailies[Date]>=StartDate)*(Dailies[Date]<=EndDate)*Dailies[Sales])}
If I would still be using the old Excel I would do it as follows:
SUMIF($B$5:$B$95,"<="&H6,$C$5:$C$95)-SUMIF($B$5:$B$95,"<"&H5,$C$5:$C$95)
Works as simple as it is.
Regards
=sum(index(c:c,match(startdate,c:c,1)+1):index(c:c,match(enddate,c:c,1))
=sum(index(c:c,match(startdate,b:b,1)+1):index(c:c,match(enddate,b:b,1))
Great examples and thanks to Chandoo. You have simplified my work.
Hi! great tips I have found in your page, have you seen this
http://runakay.blogspot.com/2011/10/searching-in-multiple-excel-tabs.html
[...] I'm not sure I understand your question fully, but have a look at this: Sum of Values Between 2 Dates [Excel Formulas] | Chandoo.org - Learn Microsoft Excel Online [...]
Thank you! Thank you! Thank you!
=SUMIF(A2:A11;">="&B13;B2:B11)-SUMIF(A2:A11;"<"&A11;B2:B11)
awesome... thank yoo Chandoo!
which is most efficient and fast, if all are efficient ?
Thank you for this formula, I've just spent ages trying to find something to work on my data, I knew it would be possible! Don't care if others think there are easier/other ways to do it, you explained it so I understood it and could apply it to what I was doing so I'm happy!
The above said example is awesome for calculating values between dates,
can you pls let know how to calculate sale values if we have 10 sales boys for
ex: 1,rama
2,krishna
3,ashwin
4,naga
5,suresh
how much rama sale value between 1/jan/2015 to 10/jun/15
how much krishna sale value between 10/jan/2015 to 15/july/2015
i think you understood can you pls let me know the formula for how to calculate the sale between diffrent sale man sale value from master data file
Thanks,
Nagaraju
Hi
I have a list of people's names in column A, I have a list of dates in column B which records the dates they have been off sick, in column C I have either 1 if it is a full sick day or 0.5 if it is a half day.
What I would like to do is to add up the number of dates a specific person has been off within two dates.
For example, I want to look at my list of names and to find Joe Bloggs (column A), then add up all his sick days (column C). The start date will be in cell E1 and the end date will be in F1.
If this possible using SUMIFS?
List of names are in range A2:A100
List of dates in B2:B100
List of sick days (either 0.5 or 1 in C2:C100
The start date is in cell E2
The end date is in cell F2
Your help would be greatly appreciated.
Yes, with the help of SUMIFS you can have the solution.
Note: you need have an extra col. D2 where you will input Name of the person.
=SUMIFS(C2:C100,A2:A100,D2,C2:C100,">="&E2,C2:C100,"<"&F2)
Col. A Col. B Col. C Col.D Col. E Col. F
Name Date Sales
ABC 28-Jun-11 1 MNO 28-Jun-11 25-Sep-11
XYZ 29-Jun-11 0.5
MNO 30-Jun-11 1
PQR 1-Jul-11 1
Typo ERROR / Correction in formula:
Yes, with the help of SUMIFS you can have the solution.
Note: you need have an extra col. D2 where you will input Name of the person.
=SUMIFS(C2:C100,A2:A100,D2,B2:B100,">="&E2,B2:B100,"<"&F2)
Hi
I have a list of people's names in column A, I have a list of dates in column B which records the dates they have been off sick, in column C I have either 1 if it is a full sick day or 0.5 if it is a half day.
What I would like to do is to add up the number of dates a specific person has been off within two dates.
For example, I want to look at my list of names and to find Joe Bloggs (column A), then add up all his sick days (column C). The start date will be in cell E1 and the end date will be in F1.
If this possible using SUMIFS?
List of names are in range A2:A100
List of dates in B2:B100
List of sick days (either 0.5 or 1 in C2:C100
The start date is in cell E2
The end date is in cell F2
Your help would be greatly appreciated.
Viv
@Viv
Can you please post the question in the Chandoo.org Forums
http://forum.chandoo.org/
Please attach a file so that a specific answer can be delivered.
Thanks for this - it solved the problem that I was having. However can someone please explain to me why the "" needs to be around >= and <= as well as why we need to add & in order for the formula to work? Thanks in advance!
This formula works perfectly as well. Any ideas?: =SUM(INDEX(C5:C95,MATCH(H5,B5:B95,1)):INDEX(C5:C95,MATCH(H6,B5:B95,1)))
ikkeman had posted the same thing.
I am trying to sum total a range of cells between date ranges ie column n has $ amounts column d has the transaction dates ie 1/3/2015 or 25/3/2015 or 25/4/2015 column b has the text saying drp or distribution - reinv
In another cell I am trying to sum or total (in column n) with the value of a range of different dates (column d) that contain different text (column b) ie cell n48 is 50, n65 is 85, n165 is 36
with the dates ie cell d48 is 1/3/2015, d65 is 25/3/2015 and d165 is 25/4/2015
with different text that says drp or distribution - reinv ie cell b48 is drp, b65 is distribution - reinv, b165 is drp
If I wanted to sum the amounts between 1/3/2015 to 31/3/2015 with drp then the total would be 50. Also if I wanted to sum the amounts between 1/4/2015 to 30/4/2015 with drp the sum total would be 36 If I wanted to sum the amounts between 1/3/2015 to 31/3/2015 with drp and distribution - reinv the sum would be 115
What would the formula be for these different questions
hope you can help, it has been driving me nuts and cant work it out