Today lets tackle a very familiar problem. You have a bunch of very long, complicated file names & paths. Your boss wants a list of files extracted from these paths, like below:
Of course nothing is impossible. You just need correct ingredients.
I cannot help you with a strong cup of coffee, so go and get it. I will wait…
Back already? well, lets start the formula magic then.
Extracting file name from a path
If you observe the file paths carefully, to extract the file name, we need to know,
- Position of last \ in the full path text
Of course there are many methods find where the last \ is. You can find a very excellent summary of these techniques in our formula forensics #21 – finding the 4th slash.
Today, let us see a new technique (well, sort of).
Finding the position of last \ using formulas
Before writing any formula, first let me clarify the only assumption:
- File path is in cell B4
Now, last \ is nothing but first \ when read from right.
Read that line again.
Got it? Good, lets move on.
How do we find the first \ from right?
If we can list down all individual characters from path right to left, then we just have to find the first \ in that.
Listing down individual characters from a given text
To get 5th character from text in B4, we can use MID formula like this:
=MID(B4,5,1)
Suppose you want both 5th and 6th characters from B4, you can use:
=MID(B4,{5,6},1)
This formula returns an array of 5th and 6th characters from the text in B4.
Cool, extending the logic, =MID(B4, {6,5},1) would give 6th & 5th characters in B4.
Idea!
If we can replace {6,5} with decreasing numbers starting from length of text B4 all the way to 1, then we can list all characters in B4, right to left.
But this leads us to next problem – listing numbers from a specific value (length of B4) to 1 in descending order.
Listing numbers from n to 1 in that order
We can use ROW() formula to generate sequence of numbers like this:
=ROW(1:10) will give {1,2,3…,10}
note: this returns an array, so you need to use it with Ctrl+Shift+Enter
So if we can use =ROW(1:LEN(B4)) we could get numbers from 1 to length of text in B4 {1,2….LEN(B4)}
Unfortunately this will not work as 1:LEN(B4) is not a valid reference.
But we can fix that with INDIRECT, like this:
=ROW(INDIRECT(“1:” & LEN(B4)))
Tip: INDIRECT formula lets you construct a reference by using values in other cells as shown above.
Alternative: You can also use OFFSET to get the same result like this: =ROW(OFFSET($A$1,,,LEN(B4))). More on OFFSET here.
But wait…
So far, we have only generated numbers from 1 to n. But we need numbers from n to 1.
No sweat, we just subtract the numbers {1,2…n} from n+1 to get the list {n,n-1,n-2….2,1}
Like this:
=LEN(B4)+1 – ROW(INDIRECT(“1:” & LEN(B4)))
Using these numbers to list characters in file path in reverse order
Take a sip of that coffee, its getting cold!
Now, lets integrate our numbers in to MID like this:
=MID(B4, LEN(B4)+1 – ROW(INDIRECT(“1:” & LEN(B4))), 1)
The blue portion gives you numbers {n…2,1}
The orange portion gives you letters from right to left.
But we wanted the last \
Oh right. We do not need these letters from right to left. We instead want to find the last \ in our file path. So now we just ask Excel where the first \ is in this reversed text.
=MATCH(“\”, MID(B4, LEN(B4)+1 – ROW(INDIRECT(“1:” & LEN(B4))), 1), 0)
Blue portion gives you letters in reverse order
Orange portion finds the first \ in that.
Tip: Learn more about MATCH formula.
Extract the file name
Once you know where the last \ is, finding the file name is easy.
use =MID(B4, position_of_last_slash + 1, LEN(B4))
We need to +1 because we do not want the slash in our file name.
Demo of the entire formula in action
Okay, lets see all these steps in action in one go.
How to find the extension?
Extension is few letters added at the end of file to indicate its type. For example, excel files usually have xls, xlsx, xlsm as extension.
So how to find this extension?
Extension & file name are separated by a dot .
But often file name itself can have a dot.
In other words, Extension is text in the file name followed by last dot.
Sounds like same problem as finding the last \ and extracting file name. So I will skip the details.
But assuming the file name is in D4, extension can be found with =RIGHT(D4,MATCH(“.”,MID(D4,LEN(D4)-ROW(INDIRECT(“1:”&LEN(D4))),1),0))
NOTE on both formulas
Both file name & extension formulas are array formulas. This means after typing them, you need to press Ctrl+Shift+Enter to see correct result.
Bonus tip: Getting the file names & path from a folder
If you ever want to list down all files in a folder use this.
- Open command prompt (Start > Run > Cmd or Start > Cmd)
- Go to the folder using CD
- Type DIR /s/b >files.csv
- Close command prompt
Now you can see all the files in that folder in files.csv. Double click on it to open in Excel and run your magic 🙂
Download Example workbook
Click here to download the example workbook. The file uses slightly different formulas. But works just the same. Examine it and learn more.
How do you extract file names & as such?
Do you use formulas or do you rely on some other technique to extract portions of text like file names, mail addresses etc. Please share your tips & ideas using comments.
Extract often? You will dig this.
Analysts life is filled with 3 Es – extraction, exploration & explanation. And like a good assistant, Excel helps you in all 3.
If you find yourself with a shovel, bucket and boat load of data often, you are going to enjoy these articles:
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