Of all the hundreds of formulas & thousands of features in Excel, INDEX() would rank somewhere in the top 5 for me. It is a versatile, powerful, simple & smart formula. Although it looks plain, it can make huge changes to the way you analyze data, calculate numbers and present them. It is so important that, whenever I teach (live or online), I usually dedicate 25% of teaching time to INDEX().
Today lets get cozy. Lets start a fling (a very long one). Lets do something that will make you smart, happy and relaxed.
Understanding INDEX formula
In simple terms, INDEX formula gives us value or the reference to a value from within a table or range.
While this may sound trivial, once you realize what INDEX can do, you would be madly in love with it.
Few sample uses of INDEX
1. Lets say you are the star fleet commander of planet zorg. And you are looking at a list of your fleet in Excel (even in other planets they use Excel to manage data). And you want to get the name of 8th item in the list.
INDEX to rescue. Write =INDEX(list, 8)
2. Now, you want to know the captain of this 8th ship, which is in 3rd column. You guessed right, again we can use INDEX,
=INDEX(list, 8,3)
Syntax of INDEX formula
INDEX has 2 syntaxes.
1. INDEX(range or table, row number, column number)
This will give you the value or reference from given range at given row & column numbers.
2. INDEX(range, row number, column number, area number)
This will give you the value or reference from specified area at given row & column numbers.
It may be difficult to understand how these work from the syntax definition. Read on and everything will be clear.
7 reasons why INDEX is an awesome companion
Whether you are in planet zorg managing dozens of star fleet or you are in planet earth managing a list of vendors, chances are you are wrestling everyday with data, pleasing a handful of managers (and clients), delivering like a rock star all while having fun. That is why you should partner with INDEX. It can make you look smart, resourceful and fast, without compromising your existing relationship with another human being.
Data used in these examples
For all these examples (except #6), we will use below data. It is in the table named sf.
Reason 1: Get nth item from a list
You already saw this in action. INDEX formula is great for getting nth item from a list of values. You simply write =INDEX(list, n)
Reason 2: Get the value at intersection of given row & column
Again, you saw this example. INDEX formula can take a table (or range) and give you the value at nth row, mth column. Like this =INDEX(table, n, m)
Reason 3: Get entire row or column from a table
For some reason you want to have the entire or column from a table. A good example is you are analyzing star fleet ages and you want to calculate average age of all ships.
You can write =AVERAGE(age column)
or you can also use INDEX to generate the age column for you. Assuming the fleet table is named sf and age is in column 7
write =AVERAGE(INDEX(sf, ,7))
Notice empty value for ROW number. When you pass empty or 0 value to either row or column, INDEX will return entire row or column.
Likewise, if you want an entire row, you can pass either empty or 0 value for column parameter.
Reason 4: Use it to lookup left
By now you know that VLOOKUP() cannot fetch values from columns to left. It does not matter if the person looking up is the star fleet commander.
But INDEX along with MATCH can fix this problem.
Lets say you want to know which ship has maximum capacity.
- First you find what is the maximum capacity =MAX(sf[Capacity (000s tons)])
- Then you find position of of this capacity in all values =MATCH(max_capacity, sf[Capacity (000s tons)],0)
- Now, extract the corresponding ship name =INDEX(sf[Ship Name], max_capacity_position)
Or in one line, the formula becomes
=INDEX(sf[Ship Name], MATCH( MAX(sf[Capacity (000s tons)]), sf[Capacity (000s tons)], 0))
For more tips read using INDEX + MATCH combination
Reason 5: Create dynamic ranges
So far, your reaction to INDEX’s prowess might be ‘meh!’. And that is understandable. You are of course star fleet commander and it is difficult to please you. But don’t break-up with INDEX yet.
You see, the true power of INDEX lies in its nature. While you may think INDEX is returning a value, the reality is, INDEX returns a reference to the cell containing value.
So this means, a formula like =INDEX(list, 8) looks like it is giving 8th value in list.
But it is really giving a reference to 8th cell.
Since the result of INDEX is a reference, we can use INDEX in any place where we need to have a reference.
Sounds confusing?
For example, to sum up a list of values in range A1:A10, we write =SUM(A1:A10)
Now, in that formula, both A1 and A10 are references.
Since INDEX gives a reference, we can replace either (or both) A1 & A10 with INDEX formula and it still works.
so =SUM(A1 : INDEX(A1:A50,10))
will give the same result as =SUM(A1:A10)
Although the INDEX route appears overly complicated, it has other applications.
Example 1: SUM of staff in first x ships
Lets say you want to sum up staff in first ‘x’ ships in the sf table.
Since ‘x’ changes from time to time, you want a dynamic range that starts from first ship and goes up to xth ship.
Assuming ‘x’ value is in cell M1 and first ship’s staff is in cell G3,
=SUM(G3:INDEX(sf[Staff count], M1))
will give the desired result.
Example 2: A named range that refers to all ship names in column A
Many times you do not know how much data you have. Even star fleet commanders are left in dark. Lets say you are building a new ship tracking spreadsheet. Since your fleet is ever growing, you do not want to constantly update all formulas to refer to correct ranges.
For example, the ship names are in column A, from A1 to An. And you want to create a named range that points to all ships so that you can use this name elsewhere.
If you define the lstShips =A1:A10, then after you add 11th ship, you must edit this name. And you hate repetitive work.
One solution is to use OFFSET formula to define the dynamic range,
like =OFFSET(A1, 0,0, COUNTA(A:A),1)
While this works ok, since OFFSET is volatile function, it will recalculate every time something changes in your workbook. Even when someone replaces a bolt on landing gear of USS Enterprise.
This will eventually make your workbook slow.
That is where INDEX comes.
You see, INDEX is a non-volatile function*.
So you can create lstShips that points to,
=A1: INDEX(A:A, COUNTA(A:A))
*Even though INDEX is non-volatile, since we are using it in defining a range reference, Excel recalculates the lstShips every time you open the file. (reference).
Reason 6: Get any 1 range from a list of ranges
INDEX has another powerful use. You can get any one range from many ranges using INDEX.
Since you are a successful, smart & resourceful star fleet commander, you got promoted. Now you manage fleet of several planets.
And you have similar ship detail tables for each planet in a workbook. And you want to calculate average age of any planet’s ships with just one formula.
Again INDEX to rescue.
Assuming you have 3 different tables – planet1, planet2, planet3
and selected planet number is in cell C1,
write =AVERAGE(INDEX((planet1,planet2,planet3),,,C1))
The reference (planet1,planet2,planet3) will point to all data and C1 will tell INDEX which planet’s data to use.
Pretty nifty eh?!?
Reason 7: INDEX can process arrays
INDEX can naturally process arrays of data (without entering CTRL+Shift+Enter).
For example you want to find out how much staff is in the ships whose captain’s name starts with “R”.
write =SUM(INDEX((LEFT(sf[Captain],1)=“r”)*(sf[Staff count]),0))
Although LEFT(sf[Captain],1)=”r” and sf[Staff count] produce arrays, since INDEX can process arrays automatically, the result comes without CTRL+Shift+Enter
Where as if you use SUM alone =SUM((LEFT(sf[Captain],1)=”r”)*(sf[Staff count])) you have to press CTRL+Shift+Enter to get correct results.
Other formulas: SUMPRODUCT & MATCH too can process arrays automatically.
Download Example Workbook & Get close with INDEX
Since you are going to ask, “I want to spend sometime alone with INDEX in my cubicle right now!”, I made an example workbook. It explains all these powerful uses of INDEX. Go ahead and download it.
Get busy with INDEX.
How to use INDEX in Excel – Video
In this video, learn how to use INDEX formula in Excel with many real-world examples. You can also watch it here.
Why do you love INDEX?
I love INDEX(). If we get a dog, I am going to call her INDEX.
Updated on Feb 2024: We did get a dog, but we call her Excel!
That is how much I love the formula. Almost all my dashboards, complex workbooks and anything that seems magical will have a fair dose of INDEX formulas.
What about you? Do you use INDEX formula often? What are the reasons you love it? Please share your tips, usages and ideas on INDEX using comments.
Learn more about INDEX & other such lovely things in Excel
If you are whistling uncontrollably after reading so far, you are in for a real treat. Check out below articles to become awesome.
- INDEX + MATCH Combination
- Introduction to SUMIFS formula
- Dynamic Array formulas in Excel (especially FILTER) is a good alternative to INDEX
- XLOOKUP formula can do much more than INDEX
- More examples of advanced Excel formulas & INDEX
65 Responses to “Make Dynamic Dashboards using Pivot Tables & Slicers [Video & Download]”
WOW, is all I can say.
I could not have imagined a dynamic dashboard without getting approved software budget and a team of people involved to create it. Given that I am a relative newbie to excel and actually got here by looking for pivit table help, I imagine that i would not be able to make anything myself. But armed with the demo excel sheet I will press buttons (and I will report back how that went;-)
Claudia
Good stuff Chandoo, thanks
The slicer buttons take up quite a bit of room on the dashboard
Is there a way to make the buttons smaller so we can have more room for charts, tables, and commentary?
Kind regards,
Winston
You can resize the slicers! When you click the slicers you can change the height and width of columns and slicers. You can also, under slicer style click "New slicer style" where you can define your own style, which enables you to change most things, including font size.
I hadn't seen the Group Option used as you did for the Duration PivotTable. And thanks for showing how to remove the Field Buttons on a PivotChart, I loathe them with all my heart.
Fantastic design and a great dashboard.
@Claudia.. I am glad you like it. Do let us know how your adventures go.
@Winston: You can resize slicers or increase the number of columns inside. Unfortunately, we can not readjust the font sizes in slicers. So when you resize, you will see partial text.
@Gregory: Thank you. I am happy you like it 🙂
Hi Chandoo, your dashboards are really professional and simple. I do have some question, if I have the following scenario, could you help to advise : -different data sources eg monthly
-calculations percentile
-%difference between financial year
Thank you so much!
Hi,
Thanks for your great information.It has helped me a lot.
Now,I can build my excel addin for Excel 2010 better with your tips.
Hi chandoo i am new reader for ur site.and really found good stuff and temp. But i suggest u 2 put a guidance step sheet in temp so anyone can understand easily.and also help me to become awesome as ur noume.
[...] [Related: Dynamic Dashboard using Pivot Tables & Slicers] [...]
Chandoo, Wow these are very powerful reports. I will be implementing them straight away. It will save me hours of work. Thankyou so much.
Hi Chandoo,
I love the Slicer, but how do I link a slicer for different data sheets e.g.: Client data on one tab and products on another tab, as I find that as long as you use pivot tables off the same data you can link the Pivot tables using Slicer connections.
Regards
Paul
I appreciate the work you have posted on your website - very informative and easy to understand. I just wanted to inform you that you can make selections within the slicer too by using Ctrl and selecting the fields you want to group and use as filter.
I had a question regarding the data used in pivot tables. Is there a way to update the data (eg. a new customer entry) and have the pivot tables and the linked charts in dashboard automatically update? I will search for the answer in other posts so ignore if you have covered it elsewhere.
Thanks again and keep up the good work.
-Vivek
Dear All,
Me too is a die hard fan of Slicer. it's requirement was arise when management is feeling it difficult to juggle with filters for sales of a particular location, Product Category in Pivot Table.
Got very positive response when introduced to tackle the above situation. furthermore in slicer setting there would be option to enable or disable deleted data is handy for particular scenario.
These are eye catching color themes would be like icing on the cake.
There is one more feature of excel 2010 which proves to be tool for great time saving is "Repeat Labels" in Pivot Tables.
This is fantastic!! Your steps were super to easy follow. I can't wait to show my new dashboard off to the boss. Thank you so much!
This might be a little unrelated but I'd like to know which software was used to record your on screen actions? I'd like to use it for tutorials on models that I build for my customers. Thanks!
@Van
Have a look here: http://chandoo.org/wp/about/what-we-use/
The slicers are coming in a sorted order... How can i get it in the way it appears in my original data.... The settings show to sort them A to Z or the other way round but they are option boxes and can not be unchecked... What are my options????
[...] Using slicers to make a dynamic dashboard in Excel [...]
I watched the video and then worked through an example of my own, also telephone costs by coincidence. It took me about 30 minutes to do everything. Once you've understood the basics of pivot tables and slicers, all that limits you is your imagination!
The only thing missing from the video is now to change the number of columns in a slicer: Right click a slicer then Size and Properties, Position and Layout, Layout, Number of Columns ...
Good page and video.
Duncan
How do you insert 'Year' in the Pivot Table Field List if it doesnt exist in the Master table???
Thanks
Hi,
Can I disable the multi-selection of the slicer to only allow one selection at a time?
Thanks in Advance
@Manu.. as of Excel 2013, this is not supported yet. But you can remove slicer heading, clear filter button and style it so that it looks like a single selection. You can also use Macros to ignore previous selection upon multiple selection, but I would not recommend it.
For an example on styling see - Interactive Pivot Calendar
Awesome guide! The dashboard I made blew people away. I do have one question. I want the chart title to match what I have selected. How can I do this without writing macros?
@Devin
Lets say what you have selected in in A1
Select the Chart then Select the Title
Click in the Formula Bar and type =A1
enter or click the small arrow to the left of the Formula Bar
Enjoy
Love the slicers and use them often in my dashboards. Question about the data (specifically the date) I see the "date of call" column but was wondering how were you able to filter on slicers by year and month when there is only a date of call entered into the data?
Thanks for your help!
Thanks for taking the time to create this interesting and very useful tutorial!
I was able to create a similar dashboard in a short time after watching your tutorial. The problem I am having now is how to update the pivot tables and dashboard graphs when a change is made in the raw data. I tried two methods; Change data Source and Refresh. When I used Change Data Source (Options-> Change data source) the values in the pivot tables didn't update. When I tried refresh the values in the pivot tables disappeared as well as the information in the graphs, since the data in the pivot tables no longer existed.
I have been searching for a solution for a while now but I have unfortunately not been able to solve this problem yet. Any help someone can provide is GREATLY appreciated.
All the best
Hi, looks great, but how valuable is power view when it comes to financial data? I've been having trouble trying to visualize how I would use power view to report of financial data.
Hi Chandoo, you are awesome! Thanks for the good work!
there is duplication for my slicer, probably cause i choose date, time as my options. i changed it to date but still theres a duplication of the same date
Just Great! Thank you for the time to put this together and teach us.
Alex Cardoso from Indaiatuba, Brazil.
First of all I would like to thank you guys for this post I used this amazing tool with the help of your tutorial to create a dashboard for one single account and my regional manager said "good job, it looks very profesional" she was so impresed that now she wants one daschboard with all the acounts and services she is going to replace her KPI reports with my report !! I smell a promotion!! My demand was a new laptop with MS 2010 and it was granted. now I have allot of work and many many questions to post .. kudos
Hi Chandoo
I want to say thanks first because i loved ur tutorials
i have a small doubt how to insert slicer from external connections
i searched every where could you please explain how to insert a slicer from external source
@Krishna Prasad
use external source data as pivot table then you will be able to use slicer.
Hello Chandoo,
How to get rid of the > items in Months slicer?
They are appearing when there is a grouping on the date field in pivot
Thanks
Hi Chandoo,
One problem always bothers me when i use slicer. I have no idea aobut how to change the number format in slicer. Want to display number in slicer as general format, but it always displays other number format such as date.
I check my source data and it doesn't effect the number format.
Look forward you or any EXPERTS to solve it. Thanks very much!
In the end, This website is awesome!!!
Hi Emma,
Were you able to resolve your query? I have a similar problem. I use Excel 2013 and the field I'm dropping into the slicer is a currency field ($1.00, $1.05, $1.10 etc.) representing the exchange rates that the user can choose from. The items in the slicer revert back to general format (1, 1.05, 1.1, etc.) although the source field is formatted as currency field. Is there a way to fix this?
@Sunil & Emma: You can create a new column in your raw data which has currency as text, using the TEXT formula like this =TEXT(currency_val, "$#,##.00"). Use this column to create the slicer.
Thanks for the response Chandoo. It works as you suggested. However, if the users were to pick more than one item in the window I'd like to know what is the max value and utilise that value in a DAX formula.
Also... there is no issue if I were to throw a slicer over a normal pivot. The trouble comes when I choose the 'Add this data to the Data Model' option which I need for the PowerPivot.
Hi Chandoo (Or others)
Is there a way to make the color change, when the value changing after the use of a slicer?
Lets say the value is 4,5, when i press the slicer, and the value change to 3,5 i would like the color to change. Can anyone help?
Thank you.
Hi Chandoo,
It was very useful video for me. Thanks.
But I have one question to ask.
How can I connect data which is growing in size (rows, records) by time (daily, monthly etc.) to this kind of dashboard?
Or it is only on select number of data?
Thank you.
Chandoo zindabad!
Hi Chandoo,
I have been able to create something similar quite easily. The problem that I am facing is that I want to keep the Top 10 filters permanently. If I select one option and then clear the filter, the chart removes the Top 10 filter; I want it to go back to Top 10 filter.
Is there a solution to this problem?
Regards
Thanks a lot for the tutorial and for the demo file!
I have the same problem of Angela: after clearing the filter applyed on P1, the filter on P1 shows all the customers without filtering top 10 (as it was before).
Thanks!
Federico
Go to your pivot table, right-click and choose "pivot table options." On the "Totals & Filters" tab check "Allow multiple filters per field."
Justin, thank you so much!
now after clearing the filter applyed on P1, the filter on P1 shows again top 10 customers.
[…] Slicers – how to use them – case study […]
Chandoo!
Just find out your website, I´ll follow your tutorials from now, very useful!
Great thanks from Brazil!!!
Very useful. Learned a new skill today. Thanks a ton!
Hi Chandoo,
This is fantastic! It's going to really help me with some operational reports I develop regularly. Two questions I'm hoping you can answer for me:
1. How can I use one slicer to manipulate two different pivot charts that came from two different pivot tables?
2. If I have a slicer in an excel and share that with someone who is on older versions of Excel - what will it look like to them?
thanks!
Hello Chandoo!
I love the dashboards and have been able to make quite a few, my puzzle is when I am connecting the pivot charts to the slicers, I have to do each individual one and check every single slicer (usually I have about 12, so I end up having to check the 12 check boxes 12 times to connect everything) am I missing something? Is there an easier way to do this?
Thanks!
elisa
Hello Chandoo,
You make my life easier, am in love withe the slicers!
I greatly appreciate
Thanx
Hama
[…] Slicers. Easy for me to do, but not as easy to explain how I did it. Fortunately, Chandoo has a Make Dynamic Dashboards using Pivot Tables & Slicers video and download that will do the job nicely. Suffice it to say it took me <3 minutes to put […]
thank you very much..... 🙂
You are a legend!! Thank you so much - very clear, very helpful indeed.
nice player...
i like to play like chandoo sir.
i learn somthing about slicer by watching posts.
it was too difficult to watch and easy to prepare..
thank you boss.
God Bless You
Hi,
I've built a dashboard on Excel 2010 using Pivot tables and slicers.
What I would like to do now is duplicate the dashboard on another tab, having it extract from another data source (format is identical to the 1st data source).
I'm extracting the same metrics, but each data sources measure different product lines.
Could anyone help me out?
Thanks in advance,
M
@M
Can you please post the question at the Chandoo.org Forums
http://forum.chandoo.org/
Please attach a sample file for a quicker more targeted response
Thank you so much. I learned so much about the slicer because of the video. Just got a quick question. Say I got 100+ Customer name bottons in one of the slicer, and it is time consuming to scroll up and down to find the one to select. Is there anyway I can set in the slicer setting that when I type "E", it automatically take the selectionto to where all the "E" starts? Thanks
Hi there,
This looks great - is there a way I can use it to compare vs budget, forecast? Is it just a case of renaming one of the field Comparison with the data being "Actual, Budget, Forecast"?
Thanks!
hello master!
please help me.
i am looking for many file example for Dashboard, but because my English is weak i couldnt fint it in hear.
please help me.
thankyou so much.
@An
Goto: http://chandoo.org/wp/welcome/
Have a look under dashboards http://chandoo.org/wp/excel-dashboards/
Also use the Search Box at the Top right of every page at Chandoo.org and search for Dashboard
thank you brother.
i love all of you!
Dear Excel Guru,
Hope everything is fine with you?
Can you please help in this Logic, it is a thought only to increase my knowledge SIR?
Please note that I have been working in Excel file contains two times of our teammates who claims overtime an each calendar month
My excel file as like this :-
ROW 1 Days of Month
ROW 2 Date of Month
Cell -1 [Time IN(06:00Hrs)], cell -2 [Time OUT(15:30Hrs)] no break in our factory and anything after Eight hours assume as overtime as standard in all across.
Appreciate if you could help me in providing the best an Exclusive Excel formula to calculate each day overtime excluding staff eight hours regular duty and Friday consider as full day overtime.
Kindly help me at the earliest convenience.
awaiting for your expertise.............
Best Regards / Ikram Siddiqui
Thank you for video , will you please provide pivot table with header and sub header like year main header and under that three sub header. How to make dashboard for that.
Dear Sir,
How to seperate amount, mention in remarks.