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:
39 Responses to “Make a Quick Thermometer Chart to Compare Targets and Actuals”
You'll probably have some readers insist on bullet charts, which in my experience are no easier to read.
Note on the case where actuals may exceed targets, the target has to be the second series in the chart, not the first, so it appears in front of the actual.
@Jon.. good point. And yes, readers are already saying bullets are the way to go. Atleast @dmgerbino said it on twitter: http://twitter.com/dmgerbino/status/6761754333
But I feel the same as you did. Bullets need orientation to get started and not that easy to construct (here is a tutorial btw... http://chandoo.org/wp/2008/07/21/dashboard-bullet-graphs-excel/ )
When you just have to compare 2 sets of values, a chart like above is good and easy enough.
And yes, thank you for saying that data series order should be correct to show the target on top.
I think bullet charts are a good alternative. I'm not a huge fan of the formatting that you used above where the outline is so thick.
Another option would be to combine a line graph (plan/goal amounts) with the columns (actual) and select the option to remove the line. This leaves just the value (marker), which can be increased in size to leave only a line about the size of the bar. It's an easy and cleaner way to show actual to plan/goal. Does that make sense?
Tony -
I would use columns (or area) for goal, and lines and markers for actual.
What about if you go over the target? The chart doesn't work so well then.
The technique described today is a near bullet chart. As I stated early this morning on Twitter (link: http://bit.ly/4K3yPM ) , I am a fan of Stephen Few's Bullet Graph.
Hubert Urruttia and I started with Charlie Kyd's method, but as Jon Peltier and Chandoo said, they are not easy to contruct. We moved onto prototyping with Fabrice Rimlinger's SPARKLINES FOR EXCEL and now use XLCube's (BonaVista) Micro Chart tool. Both of these tools allow you to create bullet charts just as easy as any Excel chart type.
As far as reading and interpreting them, this chart type has been the easiest for us to present.
There are many chart types. Today's "Make a Quick Thermometer Chart to Compare Targets and Actuals" is fine for a start, but your ultimate goal should be to create Bullet Graphs. AS Stephen Few states in his overview, "The bullet graph was developed to replace the meters and gauges that are often used on dashboards. Its linear and no-frills design provides a rich display of data in a small space, which is essential on a dashboard. Like most meters and gauges, bullet graphs feature a single quantitative measure (for example, year-to-date revenue) along with complementary measures to enrich the meaning of the featured measure. Specifically, bullet graphs support the comparison of the featured measure to one or more related measures (for example, a target or the same measure at some point in the past, such as a year ago) and relate the featured measure to defined quantitative ranges that declare its qualitative state (for example, good, satisfactory, and poor). Its linear design not only gives it a small footprint, but also supports more efficient reading than radial meters."
@dmgerbino
Since @dmgerbino had to bring my name up I guess I should throw in my two cents.
@dmgerbino and I have both implemented Bullet Charts with great success. What is most interesting about this fact is that we have had a harder time implementing Sparklines than Bullet Charts. The reason for this revolves around the simple fact of familiarity. I will explain. People look at a Sparkline and they think it is a really small Line Chart and it is not. People are familiar with Line Charts since they have been around since 1786 when they were created by William Playfair. Bullet Charts on the other hand are different so they almost demand an explanation. Because of this there was a lot of face time that was needed to explain these charts but once people got them they understood the concept. This is similar to when I introduced Cycle Plots http://bit.ly/87ydVG (Thank you @nbrgraphs!) or Horizon Charts http://bit.ly/6PVavj.
Now about the Thermometer Charts… The first thing I want to address is Tony Rose’s statement. I totally agree that the outline on the chart is too think. It might come of as being a whole new series or a new variable. What I have done in instances like this is I have created a Bar Graph and Scatter Plot mixture. Then I have turned off the Data Series on the Scatter Plot and turned on the Horrizontal Error Bars on the Scatter Plot. The new horizontal line stands for the Plan and the Bar is the actual. The reason why I find this more useful is because this technique works if you have exceeded plan. Actually, I do not understand how Chandoo’s method would display the data if Plan is surpassed.
This reminds me of another blog post that @dmgerbino, @Jon_Peltier, and myself commented on over a year ago. http://bit.ly/PNdO Actually, I talk about similar things in regards to familiarity to charting techniques.
- @hubert_urruttia
[...] we have a post on using thermometer charts to quickly compare actual values with targets. Today we follow up the post with 10 charting ideas you can use to compare actual values with [...]
Hi Chandoo
How do I increase the width of the bar chart and also make the long axis labels come in the same line?
Thank you,
Rajiv
@Rajiv
Select the outer part of the chart "Chart Area" and note the cursor will change to arrows
drag the edges to what ever size you want
You can hold the Alt key as you drag and the chart will snap to the cell boundaries
Now click on the chart area inside the chart "Plot Area" and note that a box with small circles appears around it
drag the circles on the edge of that box to suit
You can hold the Alt key as you drag and the chart will snap to the cell boundaries
@ Hui
Thank you for your comments. But my question was not for the "Plot Area" instead I wanted to know about how should I increase the width of the individual bar charts because with my data all the individual bars are coming to be thin and I want to make them appear broader.
Thank You
@Rajiv
Right click on the Series you want to change and select Format Data Series
Under Series Options goto Gap Width and decrease it to suit
[...] Make a Quick Thermo-meter Chart using Excel [...]
Thank you for the great chart and explanation!
How do I show two amounts (Signed Revenue and Pipeline) as stacked within the Target amount?
@CL... you can use stacked column charts and follow the same technique to get this. See attached file for an example - http://img.chandoo.org/playground/thermo-meter-with-additional-details.xlsx
Chandoo - thanks for the quick response! What if I want the data label for the pipeline to be the actual pipeline value, not the signed rev + pipeline value? i.e. 15 instead of 55
Thanks!
How would i do this in excel 2003?
[...] Thermo-meter charts are very good to show how actual value compares with target (or budget). But how can we add another point for say Last Year value to the chart with out cluttering it. [...]
Hi Guys,
As Matt said,
"What if you if you go over the target?"
Is there a way to make it change color? or at least to show what the target was?
I am planning to use this with a "Forecasted vs Real" production chart but I do not know how to show overproduction.
Any clue?
Thanks
How do I do this if I have 2 bars I want side-by-side? ie 2012 Mean with 2012 benchmark overlapping and then 2013 mean with 2013 benchmark overlapping? I want the 2012 and 2012 mean bars sie by side to compare multiple categories.
Sorry, I meant to say the 2012 and 2013 mean bars side by side
I have a problem in that my PM wants a chart that shows a stacked column (Labor and Expense) and then have the overall buget shown as a thermo.
Everytime I try to do this, I either end up with all three being stacked or all of them being seperated.
Help?
Or if someone knows how to only outline the top and sides of a chart series....then I would have this solved. (Make a stacked column with labor, expenses, and remaining budget, then clear the fill and outline only the top and sides.) I just can't figure out how to do that/ not sure if excel will let me only outline part of a chart series.
[...] Thermometer chart to show budget vs. actual performance [...]
Your home is valueble for me. Thanks!...
I've created the thermometer chart as the Chandoo tutorial described. How do I move my columns closer together? I don't want wider columns; I want to move my narrow columns closer together. Thank you!
Dear Elite members,
could you please let me informed whether we could incorporate color formating in this thermometer approach i.e. if my actual performance is <Min then meter color sud go Red, in between min & target it sud change to Amber & target and above sud change to Green. pls advise. thanks,
I think the only way to do that would be with VBA programming.
@Abhinav
Yes, Simply use a stacked column chart, colored appropriately
Or
You may also want to read about Bullet Charts
@ Hui,
Could you pls demonstrate this with the help of an example.
let's have the below sample data
Actual=12
Min=10
Target=15
Max=20
if Actual>=Min then bar color sud be Red
in between Min & Target= Amber
between target(inclusive) & Max = Green
greater than or equal to Max= Blue
Thanks in advance
Abhi
Great blog post with awesome sample data. I've implemented two of the top "power tips" by changing the colour of the actual values, AND setting Actual to be 40% transparent. Looking good.
[…] easy with these charts. Use them sparingly. As a rule a thermo-meter chart would be better (easy to make, takes less space, scalable) for situations like […]
[…] easy with these charts. Use them sparingly. As a rule a thermo-meter chart would be better (easy to make, takes less space, scalable) for situations like […]
I recently purchased the template bundle and love the ease of use - thank you!
I would like to ask if it is possible to add an important 'block' to the dashboard to illustrate an important status for my executive team; 'billing status'? (ie budget / amount billed) something like that?
Thank you!
@Cheif449.. Thanks for your purchase and kind words.
You can add this easily to the dashboard. Follow below steps.
1. Unprotect the dashboard worksheet.
2. Add a text box (Insert > Drawing Shapes) to the dashboard
3. Put any text inside it as per your need.
4. Format it as needed.
5. Protect the dashboard again.
How do you do this in Excel 2010 - I am not seeing that option in Format data series.
how would we check target and actual sale for multiple years
Select any of the bar, right click and format data series