The best thing about Excel is that you can do the same thing in several ways. Our yesterdays problem – Extracting file name from full path is no different. There are many different ways to do it, apart from writing a formula. Learn these techniques to be a data extraction ninja.
1. Using Find Replace
Suggested by Iain in the comments yesterday, I love this technique for its simplicity and awesomeness.
- Select all the file paths
- Press CTRL+H
- Type *\ in find field
- Leave the replace field empty.
- Click on Replace all.
- Done!
It is that simple. Do not believe me? See this demo.
Thanks Iain for teaching us this trick.
2. Using Text to columns utility
Buried inside heap of features in Excel is this beautiful Text to columns utility, that can take any text and convert it in to many columns based on the delimiter you specify. [more uses of text to columns]
This is how we can use it:
- Select all the file path cells
- Go to Data > Text to columns
- Chose “Delimited” in step 1 and click next.
- Specify delimiter as \
- Click Finish
- You will get all folders in to separate cells and file name in last cell.
- Now use a formula like =INDEX($C3:$O3,COUNTA($C3:$O3)) to extract the last cell’s value ie file name
- Done!
3. Using UDFs
While our formula method tends to be very long or very complicated, we can use 1-2 line VBA to get the file name from a full path. There are many ways to skin this cat in VBA, but 2 easiest methods are,
For both methods below, you first need to insert a new module and add the code in that.
Using InStrRev
As suggested by Daniel Ferry in the comments.
Public Function ParseFile(sPath As String) As Variant
ParseFile = Array(Mid$(sPath, 1 + InStrRev(sPath, “\”)), Mid$(sPath, 1 + InStrRev(sPath, “.”)))
End Function
Note: this UDF returns an array for file name & extension. So you need to enter it in 2 cells together.
The InStrRev() built in function searches for \ in the sPath from end and returns the first occurrence’s position.
Using split
As suggested by PPH in comments,
Function ExtractFileName(filepath) As String
Dim x As Variant
x = Split(filepath, Application.PathSeparator)
ExtractFileName = x(UBound(x))
End Function
What is your favorite method?
For most of my data cleaning needs, I use a mix of text to columns, find-replace or VBA. In rare cases, I rely on a formula. This is because data cleaning or extraction is usually one time step and figuring out a complex formula is not good idea in such cases.
What about you? How do you go about extracting filenames, dates, numbers etc. buried in text? What method do you use often? Please share with us in comments.
13 Responses to “Using pivot tables to find out non performing customers”
To avoid the helper column and the macro, I would transpose the data into the format shown above (Name, Year, Sales). Now I can show more than one year, I can summarize - I can do many more things with it. ASAP Utilities (http://www.asap-utilities.com) has a new experimental feature that can easily transpose the table into the correct format. Much easier in my opinion.
David
Of course with alternative data structure, we can easily setup a slicer based solution so that everything works like clockwork with even less work.
David, I was just about to post the same!
In Contextures site, I remember there's a post on how to do that. Clearly, the way data is layed out on the very beginning is critical to get the best results, and even you may thinkg the original layout is the best way, it is clearly not. And that kind of mistakes are the ones I love ! because it teaches and trains you to avoid them, and how to think on the data structure the next time.
Eventually, you get to that place when you "see" the structure on the moment the client tells you the request, and then, you realized you had an ephiphany, that glorious moment when data is no longer a mistery to you!!!
Rgds,
Chandoo,
If the goal is to see the list of customers who have not business from yearX, I would change the helper column formula to :
=IF(selYear="all",sum(C4:M4),sum(offset(C4:M4,,selyear-2002,1,columns(C4:M4)-selyear+2002)))This formula will sum the sales from Selected Year to 2012.
JMarc
If you are already using a helper column and the combox box runs a macro after it changes, why not just adjust the macro and filter the source data?
Regards
I gotta say, it seems like you are giving 10 answers to 10 questions when your client REALLY wants to know is: "What is the last year "this" customer row had a non-zero Sales QTY?... You're missing the forest for the trees...
Change the helper column to:
=IFERROR(INDEX(tblSales[[#Headers],[Customer name]:[Sales 2012]],0,MATCH(9.99999999999999E+307,tblSales[[#This Row],[Customer name]:[Sales 2012]],1)),"NO SALES")
And yes, since I'm matching off of them for value, I would change the headers to straight "2002" instead of "Sales 2002" but you sort the table on the helper column and then and there you can answer all of your questions.
Hi thanks for this. Just can't figure out how you get the combo box to control the pivot table. Can you please advise?
Cheers
@Kevin.. You are welcome. To insert a combo box, go to Developer ribbon > Insert > form controls > combo box.
For more on various form controls and how to use them, please read this: http://chandoo.org/wp/2011/03/30/form-controls/
Thanks Chandoo. But I know how to insert a combobox, I was more referring to how does in control the year in the pivot table? Or is this obvious? I note that if I select the Selected Year from the PivotTable Field List it says "the field has no itens" whereas this would normally allow you to change the year??
Thanks again
worked it out thanks...
when =data!Q2 changes it changes the value in column N:N and then when you do a refreshall the pivottable vlaues get updated
Still not sure why PivotTable Field List says “the field has no itens"?? I created my own pivot table and could not repeat that.
Hi, I put the sales data in range(F5:P19) and added a column D with the title 'Last sales in year'. After that, in column D for each customer, the simple formula
=2000+MATCH(1000000,E5:P5)
will provide the last year in which that particular customer had any sales, which can than easily be managed by autofilter.
Somewhat longer but perhaps a bit more solid (with the column titles in row 4):
=RIGHT(INDEX($F$4:$P$19,1,MATCH(1000000,F5:P5)),4)
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