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
25 Responses to “Shift Calendar Template – FREE Download”
Hi Chandoo,
your recent postings include only Excel 2007 templates. Unfortunately the company I work at still runs Excel 2003. Is it possible to get your awesome files in other excel version as well?
Thanks so much for your great excel stuff!
Is it possible to do this for shifts with hours instead of days? To organise a three shift day?
Thanks in advance,
Stelios
In my organization there are 45 employees i need split then into three shifts ex:A shift:14,B shift:14,C shift:14 and week off:3 kindly help me on this.
@Masthan
You need to understand what rules your company has for the various shifts / roster combinations
Chandoo, I once did a shift control spreadsheet for my team. I put one person in each line, the columns were the days. I put a shift code in each cell indicating in which shift that person should work, or if the person were out that day. I have two codes for being out. One is for vacations and one is to compensate days worked in weekends. This way I was able to count how many persons I have in each shift, how many were on vacations and how many were out compensating (that's the term we use here) weekend worked hours.
Later I included the possibility of a person be in two lines one for normal hours other for overtime. This is mainly used for planning purposes. If you would like I can send you an example. The only problem of this spreadsheet is that we don't have a person view, only this consolidated view.
Hi George, I would like to have a copy of your spreadsheet if you can share it.
Thanks in advance, Chuck
Hi Chandoo,
Where is the code located ? is it VBA ? If so , how do you hide it ? Or it is .NET ?
Thx
@Idan
.
No VBA or code, it is all done with Mirrors.
Only Joking,
.
But there is no VBA or code,
It is all done with Named Formulas and Lookups.
Have alook at the cells in the calander area and Named Formulas in the Formulas, Name Manager Tab.
How can i calculate between two or more different workbooks? Please, reply me as early as possible.
@Anand
Open the workbooks you want to link to
Start a formula = and click and change between workbooks as required.
You can use the View, Switch window menu to change workbooks mid formula
The format for using workbooks is
=[Workbook.xlsm]Sheet1!$A$1
or
=SUM('[Book2.xls]Sheet1'!$A$1:$D$10)
etc
Hi Chandoo,
I am working with a call centre wherein i ned to update at the month end 20 to 30 employees login hours which are defict to track it at the month end is very difficult is there any template which can be made to track that why on a particular day a guy who needs to be on calls was why not on calls.
Thank you so much Chandoo. This is really helping me. As usual, you rock.
What's FortyTwoDays and Calendar in Name manager?
Both are unused and FortyTwoDays doesn't make any sense.
I have a SQL db that contains records of events scheduled/completed on a particular date. Can this method ous building a calendar be used to display those events on the respective day?
Positively awesome!
I'm attempting to help a friend create a schedule for adult classes - and of course its not"paid help". Here is the scenario:
20 classes, instructor, room#, student class size, start date, number of class days (need to subtract weekends)
class
instructor
room
students
start
#days
PATH
karen
201
21
01/01/13
11
BILLING
jane
401
15
01/12/13
13
MEDISOFT
mike
301
11
01/25/13
9
he'd like to see these classes show up in different colors within the same month's calendar chart. He can draw it, but I'd like to see it done automatically through data, and I just can't visualize it, but I KNOW this will work - can you help?
Jan 🙂
Dear chandoo,
Try many way to download still can't access. Any way we want to try out 3 shifts with 3 guys in a group .eg Group A Morn, Group B Night and Group C Rest. And every each group must work on sunday to take turns. In fact we are security teams so that's why sunday is required to work. Pls guide and show how to put in the working calendar. Thank you in advance.
I've been trying to copy and/or recreate this to use in a workbook I'm doing for the transportation department I'm working for. I need to have the calendar on the first sheet in my document (it has graph's from data on another sheet). I'm trying to use it to track (with the conditional formatting) accidents and injuries. I've redone the conditional formatting to do 4 different accident types (no injury, near miss, OSHA recordable injury and work loss injury), but when I enter the formula's you have in the calendar portion where it says "DateOfFirst-FirstWeekDay" I can't figure out how you did that. Are you able to help?
I would like to use Excel to solve the following problem for a community work. I want to create a Driver schedule for a given month from a pool of volunteers for a community service. Each of these volunteers can drive only on specific days in a week. I would like to populate the driving schedule for each weekday with primary, secondary and tertiary drivers in a random fashion so that I do not overburden one person. I would greatly any help you can provide.
Hi chandoo,
Thanks for your valuable effort for create this template and let me know how to add multiple employees in the the Roaster.
Hi Chandoo,
This article on shift roaster is very helpful. Could you please let me know how i can use the same for n number of resources who work 24/7, considering their leaves and holidays?
Thanks,
Savitha
Hi Chandoo,
This article on shift roaster is very helpful to all. Could you please let me know how i can use the same if I want to add for some more shifts, since the color is not getting change if I add more shifts like 4,5 etc.,
Thanks,
Murali
nice post
How can I change the date to 2017 under Shift Data worksheet.
solution 1:
mydata=B2:C16
stoplist=E2:E8
=LET(RNG,A2:A16,SMR,C2:C16, F,(RNG=E2)+(RNG=E3)+(RNG=E4)+(RNG=E5)+(RNG=E6)+(RNG=E7)+(RNG=E8),SUM(SMR)-SUM(SMR*F))
=LET(RNG,A2:A16,SMR,C2:C16,RH,N(B2:B16=B2), F,(RNG=E2)+(RNG=E3)+(RNG=E4)+(RNG=E5)+(RNG=E6)+(RNG=E7)+(RNG=E8),TOT,SUM(SMR)-SUM(SMR*RH*F),SUM(SMR*RH)-SUM(SMR* RH*F))
ALTERNATE SOLUTION
=SUM(C2:C16)-SUM(FILTER(C2:C16,ISNUMBER(BYROW(A2:A16,LAMBDA(a,TOROW(SEARCH(a,E2:E8),2))))))
=SUM((B2:B16=B2)*(C2:C16))-SUM((ISNUMBER(BYROW(A2:A16,LAMBDA(a,TOROW(SEARCH(a,E2:E8),2))))*(B2:B16=B2)*(C2:C16)))
let
Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
#"Replaced Value" = Table.ReplaceValue(Source,null,";",Replacer.ReplaceValue,{"Column1"}),
#"Transposed Table" = Table.Transpose(#"Replaced Value"),
#"Removed Other Columns" = Table.SelectColumns(#"Transposed Table",{"Column1", "Column2", "Column3", "Column4", "Column5", "Column6", "Column7", "Column8", "Column9", "Column10", "Column11", "Column12", "Column13", "Column14", "Column15", "Column16", "Column17", "Column18", "Column19", "Column20", "Column21", "Column22", "Column23", "Column24", "Column25", "Column26", "Column27", "Column28", "Column29", "Column30", "Column31", "Column32", "Column33", "Column34", "Column35", "Column36", "Column37", "Column38", "Column39", "Column40", "Column41", "Column42", "Column43", "Column44", "Column45", "Column46", "Column47", "Column48", "Column49", "Column50", "Column51", "Column52", "Column53", "Column54", "Column55", "Column56", "Column57", "Column58", "Column59", "Column60", "Column61", "Column62", "Column63", "Column64", "Column65", "Column66", "Column67", "Column68", "Column69", "Column70", "Column71", "Column72", "Column73", "Column74", "Column75", "Column76", "Column77", "Column78", "Column79", "Column80", "Column81", "Column82", "Column83", "Column84", "Column85", "Column86", "Column87"}),
#"Merged Columns" = Table.CombineColumns(#"Removed Other Columns",{"Column1", "Column2", "Column3", "Column4", "Column5", "Column6", "Column7", "Column8", "Column9", "Column10", "Column11", "Column12", "Column13", "Column14", "Column15", "Column16", "Column17", "Column18", "Column19", "Column20", "Column21", "Column22", "Column23", "Column24", "Column25", "Column26", "Column27", "Column28", "Column29", "Column30", "Column31", "Column32", "Column33", "Column34", "Column35", "Column36", "Column37", "Column38", "Column39", "Column40", "Column41", "Column42", "Column43", "Column44", "Column45", "Column46", "Column47", "Column48", "Column49", "Column50", "Column51", "Column52", "Column53", "Column54", "Column55", "Column56", "Column57", "Column58", "Column59", "Column60", "Column61", "Column62", "Column63", "Column64", "Column65", "Column66", "Column67", "Column68", "Column69", "Column70", "Column71", "Column72", "Column73", "Column74", "Column75", "Column76", "Column77", "Column78", "Column79", "Column80", "Column81", "Column82", "Column83", "Column84", "Column85", "Column86", "Column87"},Combiner.CombineTextByDelimiter("|", QuoteStyle.None),"Merged"),
#"Split Column by Delimiter" = Table.ExpandListColumn(Table.TransformColumns(#"Merged Columns", {{"Merged", Splitter.SplitTextByDelimiter(";", QuoteStyle.Csv), let itemType = (type nullable text) meta [Serialized.Text = true] in type {itemType}}}), "Merged"),
#"Added Prefix" = Table.TransformColumns(#"Split Column by Delimiter", {{"Merged", each "|" & _, type text}}),
#"Replaced Value1" = Table.ReplaceValue(#"Added Prefix","||","|",Replacer.ReplaceText,{"Merged"}),
#"Split Column by Delimiter1" = Table.SplitColumn(#"Replaced Value1", "Merged", Splitter.SplitTextByDelimiter("|", QuoteStyle.Csv), {"Merged.1", "Merged.2", "Merged.3", "Merged.4", "Merged.5", "Merged.6", "Merged.7", "Merged.8"}),
#"Removed Columns" = Table.RemoveColumns(#"Split Column by Delimiter1",{"Merged.1"}),
#"Removed Duplicates" = Table.Distinct(#"Removed Columns")
in
#"Removed Duplicates"