Its what happens when you have to write a lot of vlookup formulas before you can start analyzing your data. Every day, millions of analysts and managers enter VLOOKUP hell and suffer. They connect table 1 with table 2 so that all the data needed for making that pivot report is on one place. If you are one of those, then you are going to love Excel’s data model & relationships feature.
In simple words, this feature helps you connect one set of data with another set of data so that you can create combined pivot reports.
Practical Example – V(X)LOOKUP hell vs. Data Model heaven
Lets say you are looking sales data for your company. You have transaction data like below.
And you want to find out how many units you are selling by product category and customer’s gender.
Unfortunately, you only have product ID & customer ID.
With VLOOKUP Hell,
You first fetch all the customer and product data and place them in separate ranges.
Then write a vlookup formula to fetch product category, another to fetch customer gender.
Then fill down the formulas for entire list of transactions.
Now make a pivot table.
Assuming you have 30,000 transactions, you have to write 60,000 VLOOKUP formulas to create this one report!!!
With Data Model heaven,
Create relationships between Sales, Products & Customer tables
Create a pivot table
Creating a relationship in Excel – Step by Step tutorial
First set up your data as tables. To create a table, select any cell in range and press CTRL+T. Specify a name for your table from design tab. Read introduction to Excel tables to understand more.
Now, go to data ribbon & click on relationships button.
Click New to create a new relationship.
Select Source table & column name. Map it to target table & column name. It does not matter which order you use here. Excel is smart enough to adjust the relationship.
Add more relationships as needed.
Using relationships in Pivot reports & analysis
Select any table and insert a pivot table (Insert > Pivot table, more on Pivot tables).
Make sure you check the “Add this data to data model” check box.
In your pivot table field list, check “ALL” instead of “ACTIVE” to see all table names.
Select fields from various tables to create a combined pivot report or pivot chart
Example: Category & Gender Sales Report
Add category to row labels
Add gender to column labels
Add quantity to values
and your report is ready!
Things to keep in mind when you using relationships
Same data types in both columns: Columns that you are connecting in both tables should have same data type (ie both numbers or dates or text etc.)
One to one or One to many relationships only: Excel 2013 supports only one to many or one to one relationships. That means one of the tables must have no duplicate values on the column you are linking to. (for example products table should not have duplicate product IDs).
You can add slicers too: You can slice these pivot tables on any field you want (just like normal pivot tables). For example, you can further slice the above report on customer’s profession or product’s SKU size.
Benefits of Data Model based Pivot Tables
Once you have a data model in spreadsheet, you will enjoy several benefits (apart from multi-table pivots that is). They are,
Distinct counts: This simple but often tricky to calculate number is easy to get once you have data model based pivot. Just go to value field settings and change the summary type to “Distinct count”. Here is a tip explaining how to get distinct counts in Excel pivots.
Measures & DAX: Once you have a Data Model, you can unleash the full Power Pivot features on your workbook. You can create measures (using DAX language) and calculate things that are otherwise impossible with regular Excel. Here is an example of percentage of something calculation with DAX & Data Model, to get started.
Pivots from data in other files & databases: You can combine data model with the abilities of Power Query to create pivots from data in other places. For example, you can make a pivot from sales data in SAP with customer data in CRM system. Here is an overview of what is Power Query?
Convert Pivot Tables to formulas: Once you have a data model based pivot table, you can turn it in to a set of formulas. You can access this feature from “Analyze” ribbon. This will replace your pivot with a bunch of CUBE formulas. Here is an overview of CUBE formulas.
Drawbacks of Data Model:
Of course, its not all cup cakes and coffee with Data Model. There are a few drawbacks of data model based pivot tables.
Compatibility: Data model & relationship feature is available only in Excel 2013 or above. This means, you cannot create or share such pivot reports with people using older versions of Excel.
Not able to group data: In regular Pivot Tables, you can group numeric, data or text fields. But with data model pivot tables, you can no longer group data. You must create another table with the group mapping and use it as a relationship.
Ever since discovering PowerPivot, I kind of stopped using VLOOKUP (or XLOOKUP) for most of my own analysis. Now that relationships are part of main Excel functionality, I am using them even more.
What about you? Are you using relationships & data model in Excel? What cool things are you doing with it? Share your tips with us using comments.
Want even more? Try PowerPivot
If you want even more out of your reports, then try PowerPivot. It is a new feature in Excel 2013 (available as add-in in Excel 2010) that can let you do lots of powerful analysis on massive amounts of data. Here is an introduction to PowerPivot.
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Let’s try something different. I will share a data analytics challenge here. Post your solutions in the comments. Our first challenge involves Employee Data Analysis.
This will generate a table of counts of Friday the 13th's by year. If I didn't screw it up the next year with three is 2026.
I created a simple parameter table with a start date and end date that I wanted to evaluate. That calculates the number of days and generates a list of those days. Then filter and group. The generation of the list in power query (i.e. without populating a date table in excel) is pretty cool, otherwise this isn't really doing anything than creating a big date and filtering/counting.
let
Source = List.Dates(StartDateAsDate, Days2, #duration(1,0,0,0)),
ConvertDateListToTable = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
AddDayOfMonthColumn = Table.AddColumn(ConvertDateListToTable, "DayOfMonth", each Date.Day([Column1])),
AddYearColumn = Table.AddColumn(AddDayOfMonthColumn, "Year", each Date.Year([Column1])),
AddDayOfWeekColumn = Table.AddColumn(AddYearColumn, "Day of Week", each Date.DayOfWeek([Column1])),
FilterFriday13 = Table.SelectRows(AddDayOfWeekColumn, each ([DayOfMonth] = 13) and ([Day of Week] = 5)),
Friday13thsByYear = Table.Group(FilterFriday13, {"Year"}, {{"Number of Friday the 13ths!", each Table.RowCount(_), type number}})
in
Friday13thsByYear
With the parameters replaced by values should you want to play along at home. This runs for 20 years starting on 1/1/2016.
let
Source = List.Dates(#date(2016,1,1), 7300, #duration(1,0,0,0)),
ConvertDateListToTable = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
AddDayOfMonthColumn = Table.AddColumn(ConvertDateListToTable, "DayOfMonth", each Date.Day([Column1])),
AddYearColumn = Table.AddColumn(AddDayOfMonthColumn, "Year", each Date.Year([Column1])),
AddDayOfWeekColumn = Table.AddColumn(AddYearColumn, "Day of Week", each Date.DayOfWeek([Column1])),
FilterFriday13 = Table.SelectRows(AddDayOfWeekColumn, each ([DayOfMonth] = 13) and ([Day of Week] = 5)),
Friday13thsByYear = Table.Group(FilterFriday13, {"Year"}, {{"Number of Friday the 13ths!", each Table.RowCount(_), type number}})
in
Friday13thsByYear
It should be pointed out that Alex's solution, unlike some others, has the additional advantage of being non-array. My solution was nearly identical but with -- and SIGN instead of N and 1^.
Dim StartDate As Date
Dim EndDate As Date
Dim x As Long
Dim r As Long
Range("C7:C12").ClearContents
StartDate = CDate("01/01/" & Range("C3"))
EndDate = CDate("31/12/" & Range("C3"))
r = 7
For x = StartDate To EndDate
If Day(x) = 13 And Weekday(x, vbMonday) = 5 Then
Cells(r, 3) = Month(x)
r = r + 1
End If
Next
End Sub
For x = StartDate To EndDate
If WhatYear Year(x) Then
WhatYear = Year(x)
'Different year so reset counter
Counter = 0
End If
If Day(x) = 13 And Weekday(x, vbMonday) = 5 Then
Counter = Counter + 1
If Counter = 3 Then
WhatYear = Year(x)
Exit For
End If
End If
Next
Range("E7") = WhatYear
For x = StartDate To EndDate
If WhatYear NE Year(x) Then
WhatYear = Year(x)
'Different year so reset counter
Counter = 0
End If
If Day(x) = 13 And Weekday(x, vbMonday) = 5 Then
Counter = Counter + 1
If Counter = 3 Then
WhatYear = Year(x)
Exit For
End If
End If
Next
Range("E7") = WhatYear
I've a doubt with using array formula here.
In sample workbook, I tried to replicate the formula again.
=IFERROR(SMALL(IF(WEEKDAY(DATE($C$3,ROW($A$1:$A$12),13))=6,ROW($A$1:$A$12)),$B7),"")
For this I selected C7 to C12, and typed the same formula and pressed ctrl+alt+Enter. But in all cells it is taking $B7 (and not $B7, $B8, $B9.... etc)
and since it is array formula I can't edit individual cell.
Please guide.
Thanks
Hi Chandoo,
Cool stuff. You need to clarify that the answer of 5 represents the 1st month in the year that has a Friday the 13th, and not the number of Fridays the 13th in the year. Subtle, but important difference.
Thanks,
Pablo
I like the MMULT() function far more, but here's how I would have tackled it. It uses an EDATE() base and MODE() over 100 years. I'm assuming that 100 years is enough time to catch the next year with 3 friday 13th's. Array entered, of course.
14 Responses to “How many ‘Friday the 13th’s are in this year? [Formula fun + challenge]”
in C3=2016
in C4=3
in C5=1 (the first next year with three Friday the 13ths)
=SMALL(IF(MMULT(--(MOD(DATE(C3+ROW(1:1000),COLUMN(A:L),13),7)=6),ROW(1:12)^0)=C4,C3+ROW(1:1000)),C5)
formula check in the next 1000 years
This will generate a table of counts of Friday the 13th's by year. If I didn't screw it up the next year with three is 2026.
I created a simple parameter table with a start date and end date that I wanted to evaluate. That calculates the number of days and generates a list of those days. Then filter and group. The generation of the list in power query (i.e. without populating a date table in excel) is pretty cool, otherwise this isn't really doing anything than creating a big date and filtering/counting.
let
Source = List.Dates(StartDateAsDate, Days2, #duration(1,0,0,0)),
ConvertDateListToTable = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
AddDayOfMonthColumn = Table.AddColumn(ConvertDateListToTable, "DayOfMonth", each Date.Day([Column1])),
AddYearColumn = Table.AddColumn(AddDayOfMonthColumn, "Year", each Date.Year([Column1])),
AddDayOfWeekColumn = Table.AddColumn(AddYearColumn, "Day of Week", each Date.DayOfWeek([Column1])),
FilterFriday13 = Table.SelectRows(AddDayOfWeekColumn, each ([DayOfMonth] = 13) and ([Day of Week] = 5)),
Friday13thsByYear = Table.Group(FilterFriday13, {"Year"}, {{"Number of Friday the 13ths!", each Table.RowCount(_), type number}})
in
Friday13thsByYear
With the parameters replaced by values should you want to play along at home. This runs for 20 years starting on 1/1/2016.
let
Source = List.Dates(#date(2016,1,1), 7300, #duration(1,0,0,0)),
ConvertDateListToTable = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
AddDayOfMonthColumn = Table.AddColumn(ConvertDateListToTable, "DayOfMonth", each Date.Day([Column1])),
AddYearColumn = Table.AddColumn(AddDayOfMonthColumn, "Year", each Date.Year([Column1])),
AddDayOfWeekColumn = Table.AddColumn(AddYearColumn, "Day of Week", each Date.DayOfWeek([Column1])),
FilterFriday13 = Table.SelectRows(AddDayOfWeekColumn, each ([DayOfMonth] = 13) and ([Day of Week] = 5)),
Friday13thsByYear = Table.Group(FilterFriday13, {"Year"}, {{"Number of Friday the 13ths!", each Table.RowCount(_), type number}})
in
Friday13thsByYear
=MATCH(3,MMULT(N(WEEKDAY(DATE(C3+ROW(1:100)-1,COLUMN(A:L),13))=6),1^ROW(1:12)),)+C3-1
It should be pointed out that Alex's solution, unlike some others, has the additional advantage of being non-array. My solution was nearly identical but with -- and SIGN instead of N and 1^.
=C3-1+MATCH(3,MMULT(--(WEEKDAY(DATE(C3-1+ROW(1:25),COLUMN(A:L),13))=6),SIGN(ROW(1:12))),0)
Sub Friday13()
Dim StartDate As Date
Dim EndDate As Date
Dim x As Long
Dim r As Long
Range("C7:C12").ClearContents
StartDate = CDate("01/01/" & Range("C3"))
EndDate = CDate("31/12/" & Range("C3"))
r = 7
For x = StartDate To EndDate
If Day(x) = 13 And Weekday(x, vbMonday) = 5 Then
Cells(r, 3) = Month(x)
r = r + 1
End If
Next
End Sub
Calculate next year with 3 Friday 13th. Good for 100 years different from year entered in cell C3
Sub ThreeFriday13()
Dim StartDate As Date
Dim EndDate As Date
Dim x As Long
Dim WhatYear As Integer
Dim Counter As Integer
Range("E7").ClearContents
StartDate = CDate("01/01/" & Range("C3") + 1)
EndDate = CDate("31/12/" & Range("C3") + 100)
Counter = 0
For x = StartDate To EndDate
If WhatYear Year(x) Then
WhatYear = Year(x)
'Different year so reset counter
Counter = 0
End If
If Day(x) = 13 And Weekday(x, vbMonday) = 5 Then
Counter = Counter + 1
If Counter = 3 Then
WhatYear = Year(x)
Exit For
End If
End If
Next
Range("E7") = WhatYear
End Sub
*RE-POST as not equal did not show earliuer
Calculate next year with 3 Friday 13th. Good for 100 years different from year entered in cell C3
Sub ThreeFriday13()
Dim StartDate As Date
Dim EndDate As Date
Dim x As Long
Dim WhatYear As Integer
Dim Counter As Integer
Range("E7").ClearContents
StartDate = CDate("01/01/" & Range("C3") + 1)
EndDate = CDate("31/12/" & Range("C3") + 100)
Counter = 0
For x = StartDate To EndDate
If WhatYear NE Year(x) Then
WhatYear = Year(x)
'Different year so reset counter
Counter = 0
End If
If Day(x) = 13 And Weekday(x, vbMonday) = 5 Then
Counter = Counter + 1
If Counter = 3 Then
WhatYear = Year(x)
Exit For
End If
End If
Next
Range("E7") = WhatYear
End Sub
earlier*
I've a doubt with using array formula here.
In sample workbook, I tried to replicate the formula again.
=IFERROR(SMALL(IF(WEEKDAY(DATE($C$3,ROW($A$1:$A$12),13))=6,ROW($A$1:$A$12)),$B7),"")
For this I selected C7 to C12, and typed the same formula and pressed ctrl+alt+Enter. But in all cells it is taking $B7 (and not $B7, $B8, $B9.... etc)
and since it is array formula I can't edit individual cell.
Please guide.
Thanks
Hi Chandoo,
Cool stuff. You need to clarify that the answer of 5 represents the 1st month in the year that has a Friday the 13th, and not the number of Fridays the 13th in the year. Subtle, but important difference.
Thanks,
Pablo
I like the MMULT() function far more, but here's how I would have tackled it. It uses an EDATE() base and MODE() over 100 years. I'm assuming that 100 years is enough time to catch the next year with 3 friday 13th's. Array entered, of course.
{=MODE(IFERROR(YEAR(IF((WEEKDAY(EDATE(DATE(C3, 1, 13), ROW(INDIRECT("1:1200"))))=6), EDATE(DATE(C3, 1, 13), ROW(INDIRECT("1:1200"))), "")), ""))}
Finding all the Friday the 13ths in a Year:
=SUMPRODUCT((DAY(ROW(INDIRECT(DATE(C3,1,1)&":"&DATE(C3,12,31))))=13)*(TEXT(ROW(INDIRECT(DATE(C3,1,1)&":"&DATE(C3,12,31))),"ddd")="Fri"))
{=sum(if(day.of.week(DATe($YEAR;{1;2;3;4;5;6;7;8;9;10;11;12};13);1)=6;1;0))}
just list the years