You have been there before.
Trying to compare last year numbers with this year, or last quarter with this quarter.
Today, let us learn how to create an interactive to chart to understand then vs. now.
Demo of Then vs. Now interactive chart
First, take a look the completed chart below. This is what you will be creating.
Inspiration for this chart
Before we jump in to Excel and understand how this is done, let me thank NY Times for providing the inspiration for this chart. I saw a similar chart in their climbing income ladder visualization.
Creating Then vs. Now chart in Excel
1. Arrange data
As usual, the first step is to get the data in to Excel. Structure your data like this.
2. Insert a combo box control to select a region
Since our chart will display values for one region at a time, we need a mechanism to let user control which region is displayed. We will use a combo box control do this. Follow these steps.
- Go to developer ribbon and insert combo box form control.
- Right click on the combo box and go to format control.
- Set up input range to list of regions in your data.
- Set up cell link to a blank cell in your workbook.
Related: Introduction to form controls.
3. Fetch selected region’s data
Now that we have a combo box to select which region to show in the chart, next step is to fetch data for selected region. You can use either VLOOKUP or INDEX formulas to do it.
Using VLOOKUP formula:
Assuming region name is in D17, and data is in values table, write:
=VLOOKUP(D17, values, 2, false)
to get 2nd column (then sales) value.
Using INDEX formula:
Assuming region number is in D16, and data is in values table, write:
=INDEX(values[then],D16)
4. Create a chart showing then to now movement
Next step is to create a chart that would show a line going from then value to now value. Lets take a closer look the line to understand how to make it in Excel.
We can create this chart with either XY (scatter) plot or line chart. Lets go with scatter plot.
In your workbook, set up a table like this:
Then, select the above and create a scatter plot. Select the scatter plot with connecting lines.
5. Formatting the chart
Since we want to show a thick circle at the beginning of then value and arrow at the end of now value, lets go ahead and do the formatting song and dance.
Formatting the first point:
- Select the first point of then values (you need to click once on it, take 3 deep breaths, click again and sacrifice a goat).
- Press CTRL+1 to format the data point.
- Go to Marker options and select built in marker and use the circle symbol.
Formatting the last point:
- Select the last point (same as above, but this time sacrifice a chicken)
- Format the data point.
- Go to line style, select End type and choose arrow.
Formatting the horizontal axis:
- Select horizontal (x) axis and press CTRL+1
- Set axis minimum to 1, maximum to 6.
- Click ok and delete the axis as we do not need it on the chart.
6. Adding “Break-up” of now values chart
This is easy, Just select fetched break-up values for selected region and create a bar chart. Format it as per your fancy.
7. Put everything together
Place the combo box, scatter plot and bar chart together in a nice fashion. Add a surrounding box shape so that everything looks like one report.
Add a descriptive title on the top. If possible, make chart title dynamic so that you can show the selected region name and % change in it.
8. Your Then vs. Now chart is ready
That is all. Your Then vs. Now chart is ready. Go ahead and flaunt it.
Download the chart workbook
Click here to download the chart workbook and play with it. Examine the formulas, chart settings and shapes to understand how this is set up.
Do you make then vs. now charts?
I think about half the charts made businesses around the world fall in to this category. I make these type of charts all the time. I use a variety of chart types to convey this information. Thermometer chart, waterfall chart and conditionally formatted tables are some of my favorite techniques.
What about you? Do you create then vs. now charts? what type of charts do you use? Please share your techniques and ideas using comments.
Learn more…
If you are not working in a cave or behind a huge stack of desks, chances are your job involves communicating for a living. Go ahead and read-up below articles to learn how to communicate with charts better, when it comes to then vs. now situations.
27 Responses to “Sum of Values Between 2 Dates [Excel Formulas]”
I would apply a filter and use function subtotal, with option 9. This way you can see multiple views based on the filter.
hey Chandoo, the solutions you proposed are very efficient, but if I wanted to be fancy I would do it this way .. the references are as your example workbook.
=SUM(INDIRECT("C"&(MATCH(F5,B5:B95)+4)):INDIRECT("C"&(MATCH(F6,B5:B95)+4)))
I like things simple:
=SUMIF(B5:B95,">="&F5,C5:C95)-SUMIF(B5:B95,">"&F6,C5:C95)
use something like: =SUM(OFFSET(B1,0,0,DATEDIF(A1,D1,"d")))
and have D1 be the date that I want to sum to.
In Excel 2003 (and earlier) I'd use an array formula to calculate either with nested if statements (as shown here) or with AND.
{=SUM(IF(B5:B95>F5,IF(B5:B95<F6,C5:C95,0),0))}
Note that I truly made this for BETWEEN the dates, not including the dates
I turned the data set into a table named Dailies.
I named the two limits StartDate and EndDate.
And used an array formula:
{=SUM((Dailies[Date]>=StartDate)*(Dailies[Date]<=EndDate)*Dailies[Sales])}
If I would still be using the old Excel I would do it as follows:
SUMIF($B$5:$B$95,"<="&H6,$C$5:$C$95)-SUMIF($B$5:$B$95,"<"&H5,$C$5:$C$95)
Works as simple as it is.
Regards
=sum(index(c:c,match(startdate,c:c,1)+1):index(c:c,match(enddate,c:c,1))
=sum(index(c:c,match(startdate,b:b,1)+1):index(c:c,match(enddate,b:b,1))
Great examples and thanks to Chandoo. You have simplified my work.
Hi! great tips I have found in your page, have you seen this
http://runakay.blogspot.com/2011/10/searching-in-multiple-excel-tabs.html
[...] I'm not sure I understand your question fully, but have a look at this: Sum of Values Between 2 Dates [Excel Formulas] | Chandoo.org - Learn Microsoft Excel Online [...]
Thank you! Thank you! Thank you!
=SUMIF(A2:A11;">="&B13;B2:B11)-SUMIF(A2:A11;"<"&A11;B2:B11)
awesome... thank yoo Chandoo!
which is most efficient and fast, if all are efficient ?
Thank you for this formula, I've just spent ages trying to find something to work on my data, I knew it would be possible! Don't care if others think there are easier/other ways to do it, you explained it so I understood it and could apply it to what I was doing so I'm happy!
The above said example is awesome for calculating values between dates,
can you pls let know how to calculate sale values if we have 10 sales boys for
ex: 1,rama
2,krishna
3,ashwin
4,naga
5,suresh
how much rama sale value between 1/jan/2015 to 10/jun/15
how much krishna sale value between 10/jan/2015 to 15/july/2015
i think you understood can you pls let me know the formula for how to calculate the sale between diffrent sale man sale value from master data file
Thanks,
Nagaraju
Hi
I have a list of people's names in column A, I have a list of dates in column B which records the dates they have been off sick, in column C I have either 1 if it is a full sick day or 0.5 if it is a half day.
What I would like to do is to add up the number of dates a specific person has been off within two dates.
For example, I want to look at my list of names and to find Joe Bloggs (column A), then add up all his sick days (column C). The start date will be in cell E1 and the end date will be in F1.
If this possible using SUMIFS?
List of names are in range A2:A100
List of dates in B2:B100
List of sick days (either 0.5 or 1 in C2:C100
The start date is in cell E2
The end date is in cell F2
Your help would be greatly appreciated.
Yes, with the help of SUMIFS you can have the solution.
Note: you need have an extra col. D2 where you will input Name of the person.
=SUMIFS(C2:C100,A2:A100,D2,C2:C100,">="&E2,C2:C100,"<"&F2)
Col. A Col. B Col. C Col.D Col. E Col. F
Name Date Sales
ABC 28-Jun-11 1 MNO 28-Jun-11 25-Sep-11
XYZ 29-Jun-11 0.5
MNO 30-Jun-11 1
PQR 1-Jul-11 1
Typo ERROR / Correction in formula:
Yes, with the help of SUMIFS you can have the solution.
Note: you need have an extra col. D2 where you will input Name of the person.
=SUMIFS(C2:C100,A2:A100,D2,B2:B100,">="&E2,B2:B100,"<"&F2)
Hi
I have a list of people's names in column A, I have a list of dates in column B which records the dates they have been off sick, in column C I have either 1 if it is a full sick day or 0.5 if it is a half day.
What I would like to do is to add up the number of dates a specific person has been off within two dates.
For example, I want to look at my list of names and to find Joe Bloggs (column A), then add up all his sick days (column C). The start date will be in cell E1 and the end date will be in F1.
If this possible using SUMIFS?
List of names are in range A2:A100
List of dates in B2:B100
List of sick days (either 0.5 or 1 in C2:C100
The start date is in cell E2
The end date is in cell F2
Your help would be greatly appreciated.
Viv
@Viv
Can you please post the question in the Chandoo.org Forums
http://forum.chandoo.org/
Please attach a file so that a specific answer can be delivered.
Thanks for this - it solved the problem that I was having. However can someone please explain to me why the "" needs to be around >= and <= as well as why we need to add & in order for the formula to work? Thanks in advance!
This formula works perfectly as well. Any ideas?: =SUM(INDEX(C5:C95,MATCH(H5,B5:B95,1)):INDEX(C5:C95,MATCH(H6,B5:B95,1)))
ikkeman had posted the same thing.
I am trying to sum total a range of cells between date ranges ie column n has $ amounts column d has the transaction dates ie 1/3/2015 or 25/3/2015 or 25/4/2015 column b has the text saying drp or distribution - reinv
In another cell I am trying to sum or total (in column n) with the value of a range of different dates (column d) that contain different text (column b) ie cell n48 is 50, n65 is 85, n165 is 36
with the dates ie cell d48 is 1/3/2015, d65 is 25/3/2015 and d165 is 25/4/2015
with different text that says drp or distribution - reinv ie cell b48 is drp, b65 is distribution - reinv, b165 is drp
If I wanted to sum the amounts between 1/3/2015 to 31/3/2015 with drp then the total would be 50. Also if I wanted to sum the amounts between 1/4/2015 to 30/4/2015 with drp the sum total would be 36 If I wanted to sum the amounts between 1/3/2015 to 31/3/2015 with drp and distribution - reinv the sum would be 115
What would the formula be for these different questions
hope you can help, it has been driving me nuts and cant work it out