OFFSET formula – Explained

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Today, lets learn OFFSET formula.

What is OFFSET and why bother using it?

OFFSET formula gives us reference to a range, from a given starting point with given height and width in cells.

OFFSET formula syntax

OFFSET formula looks like this:

=OFFSET(starting point, rows to move, columns to move, height, width)

  • Starting point: This is a cell or range from which you want to offset
  • Rows & columns to move: How many rows & columns you want to move the starting point. Both of these can be positive, negative or zero. More on this below.
  • Height & width: This is the size of range you want to return. For ex. 4,3 would give you a range with 4 cells tall & 3 cells wide.

And yes, All the arguments to OFFSET can be references to other cells. That means, you can write =OFFSET(A1,D1,D2,D3,D4) which will refer to a range

  • Starting from A1
  • Offset by D1 rows & D2 columns
  • having the size of D3 rows & D4 columns

See below examples to understand the formula better.

OFFSET formula examples

Microsoft Excel OFFSET Formula Examples

Why use OFFSET?

Why not write a reference like A1:C4 directly?

Here are a few reasons why,

  1. Dynamic ranges: Reference like A1:C4 always refers to the range A1:C4. ie it is static. But sometimes, we want our ranges to be dynamic. This is required because our data is changing (every month new row is added, every time we launch a product new column is added etc.)
  2. We don’t know the exact address: Sometimes, we don’t know what our ranges actual address is. Rather, we just know it is starting from a certain cell etc. In such situations OFFSET is useful.

Understand OFFSET formula – Interactive Workbook

Since OFFSET formula is somewhat tricky to get, I created an interactive workbook so that you can understand how it works. When you input all the 5 parameters, the workbook highlights the range that your OFFSET will give. After playing with it for a few minutes, you will understand the formula better.

OFFSET Formula - Interactively explained - Click to download

 

Learn OFFSET formula - Download Interactive Workbook

Practical use for OFFSET – Average of latest week

Lets say we monitor quality of a plant producing purple puppets. One of the KPIs we monitor is % of rejected puppets. We have been tracking the % of rejects by day in a spreadsheet that looks like this:

Average of Latest Week - Practical use of OFFSET formula

So how do we calculate average of latest week?

Assuming the values are in range C3:C18, we can write =AVERAGE(C12:C18)

BUT, WE NEED TO CHANGE THIS FORMULA EVERYDAY!!!

Even puppets would find that boring.

By using the OFFSET awesome sauce, we can write the AVERAGE formula once and forget about it.

=AVERAGE(OFFSET(C3,COUNTA(C3:C300)-7,0,7,1))

Lets break-apart this formula and understand

  • To calculate latest week’s average, we need to go all the to the last data point and then get 7 rows from it and average those values.
  • This is where COUNTA(C3:C300) – 7 comes in to picture. It counts how many values are there in column C and then subtracts 7 from it.
  • The OFFSET would then starting point from C3 to latest week’s starting point.
  • To know how this formula works, watch below demo.

Average of latest week - OFFSET formula usage - demo

OFFSET limitations

While offset formula can return with a dynamic range when you beckon, it does have few limitations:

  • OFFSET formula is volatile: In plain English it means, whenever there is any change in your workbook, OFFSET formula is recalculated, thus keeping Excel busy a tiny bit longer. This is not an issue if you use OFFSET formula in a small workbook. But when you use lots of OFFSET formulas in large workbooks, you will end up cursing Excel as it takes too much time to recalculate.
  • OFFSET formulas are tricky to debug: Because the references are dynamic, debugging a workbook with lots of OFFSETs can get tricky quickly.

Alternatives to OFFSET formula

There 2 fine alternatives to OFFSET formula.

  • Use Excel Tables: Since Excel 2007, we can create tables from structured data and write formulas, create charts that refer to dynamic ranges with ease. Click here to know more about tables.
  • Use INDEX formula:  Although not exactly same as OFFSET, INDEX formula can also be used to generate dynamic range references. Plus, INDEX is a non-volatile formula, so it wont keep Excel busy unnecessarily. Know more about INDEX formula.

Do you use OFFSET formula?

For most of my dynamic range needs, I rely on tables or INDEX formula. I use OFFSET formula when I have to calculate values like average of latest week. In such cases OFFSET is an elegant solution.

What about you? Do you use OFFSET formula? In which situations do you use it? Please share your tips & examples with us using comments.

Know More about OFFSET

Check out below examples to understand OFFSET formula better:

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24 Responses

  1. I’d suggest simply using the subtotal function and filtering the data using the Win/Loss column.  You get the same results and the formula is more comprehensible.

    1. @John

      That is one option.

      There are times however when you want to see the whole data table or a filtered subset and still want to produce summary reports against an unfiltered field.

  2. Is there a particular reason why you are using a comma and the unary (–) operator for the second array in the SUMPRODUCT formula?  It seems to work the same if you were to string the arrays together using the asterisk (*).  The advantage is that SUMPRODUCT treats the entire string of arrays as a single array.

  3. Is there a way to do this on a large set of data? As in ~100,000 rows? When I try I get an error because the formula becomes too long. It says the max length of a formula is 8,192 characters. Excel 2010.

  4. How do I incorporate a specific text within a cell for the second array. For instance, – -(C7:C13=”Apple”)
    when I chose a specific text the formula does not work.

    1. @RB

      I am not sure what is the issue as if I use the sample data in the post the following work fine

      Count:
      =SUMPRODUCT(SUBTOTAL(3,OFFSET(C7:C13,ROW(C7:C13)-MIN(ROW(C7:C13)),,1)), –(C7:C13=”L”))
      Sum:
      =SUMPRODUCT(SUBTOTAL(3,OFFSET(C7:C13,ROW(C7:C13)-MIN(ROW(C7:C13)),,1)),(C7:C13=”L”)*(D7:D13))

      You may want to check that there are no leading or trailing spaces in your list of Apples

      1. I should have given a better explanation. Heres my situation. I have a column with cells filled with names like Column 1, Column 2, Pier 1, Pier 2, etc. If the cell just contained Pier and searched for that it works. But because it has other characters in the cell its not recognizing the pier. So how can I extract specific characters of a string of text in this formula?

        Hopefully this was a better explanation

  5. Hello-

    This formula works pretty well for me except that it slow down excel and prevents some of my macros from working. I was wondering if there was a way to program this in VBA so that excel isn’t always trying to recalculate it. I would like to use a push of a button to get it to run then paste in a cell.

    Thanks!

  6. I am trying to sum filtered data in a column, but would want to ignore the negative values in the column. How to go about doing this?

      1. The negative values are required for reporting purposes, but their effect on the total is distorting the required output. Please advise.

  7. I have this working for counting and summing, however, I have a list and for the second array, I need a criteria. That is, I’m looking for b13:b200=”01.??.??” or =left((a1,2) or something like that. These types of criteria matches do not appear to work as I get a blank as a result.
    Thanks!

    1. @Bob

      As your formula b13:b200=”01.??.??” looks like you are trying to check the first day of the month of the range
      What about trying Day(B13:B200)=1

  8. Hai Experts,
    i understood this formula well and working fine in MS Excel 2013
    but when the same am trying to place in google Spreadsheet it shows error as
    “SUMPRODUCT has mismatched range sizes. Expected row count: 1. column count: 1. Actual row count: 2014, column count: 1.” and as a result #VALUE! Appears in cell.
    Can anyone please help me how would i get it done in Google Spread sheet
    or is there any other formula as a substitute for this.
    Thank you very much.

    1. @Vivek

      I don’t know

      I just downloaded the file and it is working fine and not showing that error

      Goto the Formulas, Calculation Options Tab and check that Calculation is set to Automatic

      What version of Excel and Windows are you using ?

  9. I know that this forum is for MS Excel, but I am trying to help someone who is working in Google Sheets. The below formula works in Excel but Google Sheets returns:
    “SUMPRODUCT has mismatched range sizes. Expected row count: 1. column count: 1. Actual row count: 39000, column count: 1.” and as a result #VALUE! Appears in cell.
    This is the same problem asked by Srichirin above. Does anyone know if there is a formula for Google Sheets that will replicate what MS Excel does?

    =SUMPRODUCT(SUBTOTAL(3,OFFSET($C$6:$C$39500,ROW($C$6:$C$39500)-MIN(ROW($C$6:$C$39500)),,1)),- -($C$6:$C$39500=H1),($D$6:$D$39500))

  10. Trying to find a SUMPRODUCT formula that counts the word Closed by date for the last 7 days in a filtered list.
    =COUNTIF(M:M,”>”&TODAY()-7) works ok for unfiltered count Column M contains Closure dates (blank if open) and Column L is Status Open or Closed

  11. I used this formula and worked like a charm! But, now I’ve been requested to use it but adding not one but two criteria in the same formula. For instance the sum I was doing added negative and positive numbers. I’ve been asked to use the exact same formula but adding that only positive numbers were considered… any idea on how to do this?

  12. Thank you so much brother literally I have been struggling since morning to get the sum of the filtered category, however, after reading your blog attentively i got my solution, so thanks a lot once again.

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