This is a guest post by Vijay, our in-house VBA Expert.
Hello Everyone,
This post shows how to make project risk maps using VBA. If you have modern versions of Excel (365, 2019 or 2016 with TEXTJOIN() function), see the Excel Risk Map Template page.
We all have some projects to manage every now and then and there are needs of various trackers that help us in gauging the progress of the same. One of the most important things are heat maps that quickly help us in visually displaying the names of the projects that need special attention and resolve issues that are impacting them.
So go ahead and grab a cup of coffee and read this article that would help you in creating a Risk Heat Map in excel (will use some double shot espresso in the form of VBA code) to help us to the target.
Before we begin – Data for Project Risk Maps
First of all we will understand what we are trying to create here by looking at the image below.
You would have seen a picture like this while managing project risks.
So today we will be learn how to create this in Excel to become more awesome in managing projects.
What is important here is how your data for the projects/entities being tracked laid out. We will use the Excel data tables [structured references] to help us here.
There is a Setup sheet in the excel file where we can add the names of the projects that we will use on the data table, as well as the Probability and Impact have been defined as data tables. This helps us in using their contents as drop down options in the data table.
Adding Named Ranges
We need to use the Name Manager to create named ranges to be able to use the data table columns as drop down items, this is show below.
- 1.Type this in a blank cell and then copy “=tblProject[Project]”.
- 2.Bring up the Name Manager by pressing CTRL + F3, or by going to the Formula’s Tab and clicking on Name Manager.
- 3.Click on New
- 4.Type the name lstProject in the Name box
- 5.Paste “=tblProject[Project]” in the Refers To box and the click on OK.
Repeat this process for “=tblProbability[Probability]” and “tblImpact[Impact]”
Now you can go the actual risk data table and select the Project columns first blank cell and put in Data Validation List here, choose List and put the Source as lstProject. Repeat this for Probability and Impact cells. You will only need to this one time for the first row, new rows when added to the table will automatically contain these settings.
After we have created the above data table, we need to add 3 columns to the right side where we will setup the calculation that will be used to update the risk map.
a) First Column is named as “ProbabilityScore” Since probability has been marked as “A, B, C or D”, we would need to convert this into a number. This is done by using the below formula.
=IFERROR(CHOOSE(MATCH([@Probability],lstProbability,0),4,3,2,1),””)
b) Second Column is named as “SearchString”
=IF([@Status]=”Open”,CONCATENATE(“x”,[@ProbabilityScore]^4+[@Impact]),””)
c) Third column is named as “DisplayName”
=CONCATENATE([@ID],” “,LEFT([@Project],20),IF(LEN([@Project])>20,”…”,””))
Understanding the SearchString Table
When creating the SearchString we are raising the probability score to the power of 4, this is what I have chosen you may select any number that you need. Below is the resulting matrix of numbers that we obtain by doing this.
The last columns in only used for trimming the name of the project to 20 characters of there is a big name, else the actual name of the project is used to display in the Risk Map.
Understanding the Code
So now we are ready to look into the VBA code that helps us in creating the Risk Map.
Public Function showRiskMap(inputRange As Range, searchString As String, dataRange As Range, separator As String)
Dim cntr As Long
Dim tempArray() As Variant
Dim tempDataArray() As Variant
Dim tempString As String
tempArray = inputRange.Value
tempDataArray = dataRange.Value
For cntr = LBound(tempArray) To UBound(tempArray)
If tempArray(cntr, 1) = searchString Then
tempString = tempString & tempDataArray(cntr, 1) & separator
End If
Next
showRiskMap = tempString
End Function
We are sending 4 parameters to this function which are
- inputRange – this is the SearchString columns data
- SearchString – this is a manual enrty such as “x257”
- dataRange – this is the Display Name column from where we will pick the name of the project to display
- separator – this is CHAR(10) which is a line break in case we have multiple projects falling in the same category
We are making use of Array’s here to pass the data from the Table column into the array and then a simple For loop to parse them and show us the results.
I hope you will enjoy this article and this assist in managing your projects in a much efficient way.
Download Excel Risk Map File
Click here to download the file & use it to understand this technique.
Click here for Risk Map Template for new versions of Excel.
Do you use Excel for creating Risk Maps?
Do you also user Excel for creating Risk Maps? If yes please put in the comment below how do you use the same and what has been your experience. Leave a comment.
More on VBA & Macros
If you are new to VBA, Excel macros, go thru these links to learn more.
Join our VBA Classes
If you want to learn how to develop applications like these and more, please consider joining our VBA Classes. It is a step-by-step program designed to teach you all concepts of VBA so that you can automate & simplify your work.
Click here to learn more about VBA Classes & join us.
About Vijay
Vijay (many of you know him from VBA Classes), joined chandoo.org full-time this February. He will be writing more often on using VBA, data analysis on our blog. Also, Vijay will be helping us with consulting & training programs. You can email Vijay at sharma.vijay1 @ gmail.com. If you like this post, say thanks to Vijay.
30 Responses to “Rescue oddly shaped data – Battle between Formulas, VBA and Power Query”
Nice use of Power Query! Power Query is simply awesome! But somehow a lot of people are punishing themselves by not using it (not learning it).
An imperfect 4th approach for consideration... no codes at all...
Select myrange.
Go to Special --> Blank
Delete Cell --> Shift cell left
90% done... now we just need to move the data of 2nd column to the bottom of 1st column
Of course... Power Query is the best.
Cheers,
There is another way but it involves multiple steps:
Copy the values in column E, move the cursor to F5, Paste Special with Skip Blanks, OK
Copy the values in column D, move the cursor to F8, Paste Special with Skip Blanks, OK
And so on.
This works perfectly, albeit a little clumsily apart from the values in B17 and C16, which can be moved with simple copy and paste
Power Query Forever! I do not know how I survived for so long without knowing and using this tool, I can not recommend it to my colleagues, but by the way they prefer to suffer to learn.
My congratulations here from Brazil.
I rolled my eyes when I saw that data
Using decimal places is a nice trick to order data, thanks for that
And tweaking the first formula a bit, you can use OFFSET instead of INDIRECT
=OFFSET($A$1, MIN(IF(myrange, ROW(myrange)), ROWS(A$1:A1))-1, RIGHT(TEXT(MIN(IF(myrange, ROW(myrange) + COLUMN(myrange)*0.00001), ROWS(A$1:A1)), ".00000"), 5)-1)
Tried the above formula with the downloaded oddly shaped data file and I could not get it to work. I get #value without ctrl+shift+enter, and #ref with ctrl+shift+enter.
Sorry, it was SMALL, not MIN.
Add with CTRL+SHIFT+ENTER.
Thank you for your formula. Like the indirect formula I tested this one in older versions of EXCEL and it worked without ALTERATION in EXCEL 95. Very impressive.
Too complicated
Use =Sum to summarize all the sells to the left and Bobs Your Uncle
@Bertie... I am afraid that won't work when you have more than one value in a row.
I tested this formula in versions of Excel all the way back to Excel 95
=IF(ISERROR(INDIRECT("R"&SUBSTITUTE(TEXT(SMALL(IF(MyRange"",ROW(MyRange)+COLUMN(MyRange)*0.00001),ROWS(A$1:A9)),"00000.00000"),".","C"),FALSE)),"",(INDIRECT("R"&SUBSTITUTE(TEXT(SMALL(IF(MyRange"",ROW(MyRange)+COLUMN(MyRange)*0.00001),ROWS(A$1:A9)),"00000.00000"),".","C"),FALSE)))
So there are multiple ways of cleaning up messy data by formulas.
Wow.. Excel 95. Who knew people still use that. But as you have shown, Excel has all these beautiful and powerful functions for 23 years. It has data sciency stuff before DS was even a thing.
I had a problem with pasting the formula in the original post.
Formula should be: =IF(ISERROR(INDIRECT("R"&SUBSTITUTE(TEXT(SMALL(IF(myrange"",ROW(myrange)+COLUMN(myrange)*0.00001),ROWS(A$1:A1)),"00000.00000"),".","C"),FALSE)),"",(INDIRECT("R"&SUBSTITUTE(TEXT(SMALL(IF(myrange"",ROW(myrange)+COLUMN(myrange)*0.00001),ROWS(A$1:A1)),"00000.00000"),".","C"),FALSE)))
EXCEL even in a 16 bit version, is a very robust and capable program.
I don't like the VBA code. If you have a blank row in MyRange, the last entry in the range is doubled up in the paste.here range.
Not really. The macro is writing one cell at a time from paste.here. You have to clean the range before, which I was too lazy to write. But a line like Range(range("paste.here"), range("paste.here").end(xldown)).clearcontents should do the trick.
Adding Range(range("paste.here"), range("paste.here").end(xldown)).clearcontents fixed the problem.
for step split column by delimiter i am not getting option of split into rows or columns. Can you help me in this
Thanks Chandoo for promoting Power Query.
To simplify further, you can "Unpivot Columns" instead of right click on the newly created column and split it by comma in to rows in step 3 of Power Query.
i used
=LOOKUP(10000,B5:F5)
and got the answers. I just plagiarized this formula somewhere and use it, maybe you can explain why it works.
Regards
@Johan... I am not sure if the formula works correctly. When I tested it with the sample data in this post, it showed #N/As in two cells. Essentially, it will only give first value in each row. So if a row has multiple values, then subsequent values are missed. LOOKUP() function goes thru a list and finds the first value that is less than or equal to the input - in this case 10000 in B5:F5.
I have the need to convert pdf's to excel on occasion and they often come out a mess like this. I have used:
Cell G2 =COUNT(myrange)
Cell G3 =IFERROR(IF(G2-1<1,"",G2-1),"") copied down to G100
Cell H2 =IFERROR(LARGE(myrange,G2),"") copied down to H100
Waouw...
=IFERROR(INDIRECT("R" & SUBSTITUTE(TEXT(SMALL(IF(myrange "", ROW(myrange) + COLUMN(myrange)*0.00001),
ROWS(A$1:A1)), "00000.00000"), ".", "C"), FALSE), "")
but CTRL Shift Enter with {} before and after 🙂 😀
Here's a way with pivot table
https://www.bookkempt.com/2018/02/aligning-non-contiguous-data.html
This is brilliant. Bookmarked 🙂
Another possibility.
This assumes that you have a row index 'k' to use in the SMALL function and a column index 'h' to identify the columns of 'myRange'.
If you define 'coord' to refer to
=k+h/10 [assuming h<10]
then it will be possible to recover values later based upon location within 'myRange'. The formula 'nb' that identifies non-blanks by coordinates is given by
= SMALL( IF(myRange"", coord), k )
Finally, to unpick the pieces
= INDEX( myRange, INT(nb), 10*MOD(nb, 1) )
Whilst I am here and making trouble the PQ solution is also a tad over-complicated. All that is needed is to unpivot the entire table and remove the Attribute column.
The advanced editor would show
let
Source = Excel.CurrentWorkbook(){[Name="myRange"]}[Content],
#"Unpivoted Columns" = Table.UnpivotOtherColumns(Source, {}, "Attribute", "Value"),
#"Removed Columns" = Table.RemoveColumns(#"Unpivoted Columns",{"Attribute"})
in
#"Removed Columns"
1.fill the blank cells with 0
2.the requested column value=sum of those mess number column
but this can be used in only one column has value
Chandoo
And if we use the formula SEARCH (100000000, B5: F5)
JC
Another approach with Power Query, it will still work if the number of columns changed:
let
Source = Excel.CurrentWorkbook(){[Name="myrange"]}[Content],
#"Added Custom" = Table.AddColumn(Source, "List", each Record.ToList(_)),
#"Removed Other Columns" = Table.SelectColumns(#"Added Custom",{"List"}),
#"Expanded LIst" = Table.ExpandListColumn(#"Removed Other Columns", "List"),
#"Filtered Rows" = Table.SelectRows(#"Expanded LIst", each ([List] null))
in
#"Filtered Rows"
Cool idea to use Record.ToList as added column. Thanks for sharing this.
Nowadays, you can just use TOCOL on Excel 2024, MS 365, and Web Excel. It has a parameter to ignore blanks/errors/both.