Today, let’s travel in time. Pack your photon ray guns, extra underwear, buckle your seat belts and open Excel!
Of course, we are not going to travel in time. (Come to think of it, we are going to travel in time. By the time you finish reading this, you would have traveled a few minutes)
We are going to learn how to travel in time when using Excel. In simple terms, you are going to learn how to move forward or backward in time using Excel formulas.
So are you ready to hit the warp speed? Let’s beam up our Excel time machine.
Tip 0 – Date & Time are an illusion
Most important tip for Excel time travelers is to understand that Excel dates & times are just numbers. So when you see a date like 17-October-2013 in a cell, you can safely assume that it is a number disguised to look like 17th of October, 2013. To see the number behind this, just select the cell and format it as number (from Home ribbon).
Now that you understood this concept, let’s jump in to the 42 tips. All these tips assume a date or time value is in the cell A1.
Staying at present:
- To have latest star date in a cell, just press CTRL+; (of course, in Excel world, star date is nothing but whatever date your computer shows)
- To have current time in a cell, just press CTRL+:
- Of course, we time travelers are lazy. So pressing CTRL+; every day or CTRL+: every second is not cool. That is why you can use =TODAY() in a cell to get today’s date. It will automatically change when you re-open the file tomorrow.
- Likewise, use =NOW() to get current date & time in a cell. Remember, although time changes every second, you will not see the cell updated unless the formula is somehow re-calculated. This is done by,
- Pressing F9
- Saving / re-opening the file
- Making any changes to any cell (like typing a value, changing a value)
- Editing the formula cell and pressing Enter
- To check if today is after or before the date in cell A1, you can use =TODAY() > A1. This will be TRUE if A1 has a past date and FALSE if A1 has a future date.
- To know how many days are there between TODAY and the date in A1, use =TODAY() – A1. This will be a negative number if A1 is a future date. To see just the number of days (without negative sign), you can use =ABS(TODAY()-A1)
- To know how many hours are left between the time in A1 and current time, use =(NOW()-A1)*24.
- While the above formula works, it shows hours and fraction. To just see hours and minutes left, you can use =TEXT((NOW()-A1), “[hh]:mm”). Note: This formula works only when A1 < NOW().
- To know how many weeks are left between TODAY() date and a future date in A1, use =(TODAY() –
A1)/7 - To know how many months are left between TODAY() and date in A1, use = DATEDIF(TODAY(), A1, “m”).
Related: How to use DATEDIF function. - To know which month is running, use =MONTH(TODAY())
- To see the month name instead of number, use =TEXT(TODAY(), “MMMM”). This shows the month’s name in your Excel language.
- To know which year is running, use =YEAR(TODAY())
- To see the last 2 digits of the year, you can use =RIGHT(YEAR(TODAY()), 2)
- To find the day of week for TODAY, use =WEEKDAY(TODAY()). This will give a number (1 to 7, 1 for Sunday, 7 for Saturday).
- To see the weekday name instead of number, use =TEXT(TODAY(), “DDDD”).
- To see today’s date alone, use =DAY(TODAY())
- To know if the present year is a leap year or not, see this.
Going back in time
- To go back by 6 days from the date in A1, use =A1-6
- To go back to last Friday use =A1-WEEKDAY(A1, 16). This works in Excel 2010, 2013. If your time machine is old (ie you have Excel 2003 or earlier versions), you can use =A1-CHOOSE(WEEKDAY(A1), 2,3,4,5,6,7,1)
- To go back by 5 weeks, use =A1-5*7
- To go back to start of the month, use =DATE(YEAR(A1), MONTH(A1),1)
- To go back to end of previous month, use = DATE(YEAR(A1), MONTH(A1),1) – 1
- Or use =EOMONTH(A1,-1)
- To go back by 2 months, use =EDATE(A1, -2)
- To go back by 27 working days, use =WORKDAY(A1, -27). This assumes, Monday to Friday as working days.
- To go back by 27 working days, assuming you follow Monday to Friday work week and a set of extra holidays, use =WORKDAY(A1, -27, LIST_OF_HOLIDAYS)
- To go back by 7 quarters, use =EDATE(A1, -7 * 3)
- To go back to the start of the year, =DATE(YEAR(A1), 1,1)
- To go back to same date last year, = DATE(YEAR(A1)-1, MONTH(A1), DAY(A1))
- To go back a decade, =DATE(YEAR(A1)-10, MONTH(A1), DAY(A1))
Going forward in time
We, time travelers are smart people. Once you know that turning the knob backwards takes you to past, you know how to go to future. So I am giving very few examples for going forward in time.
- To go to the 17th working day from date A1, assuming you use Sunday to Thursday workweek, use =WORKDAY.INTL(A1,17,7). This formula works in Excel 2010 or above.
- To go to next hour, use=A1+1/24
- To go to next day morning 9AM, use =INT(A1+1) + 9/24
- To go to 18th of next month, use =DATE(YEAR(A1), MONTH(A1)+1, 18)
- To go to end of the current quarter for date in A1, use =DATE(YEAR(A1), CHOOSE(MONTH(A1), 4,4,4,7,7,7,10,10,10,13,13,13),1)-1
- To go to a future date that is 4 years, 6 months, 7 days away from A1, use =DATE(YEAR(A1)+4, MONTH(A1)+6, DAY(A1)+7)
Finding the amount of time traveled
- To know how many days are between 2 dates (in A1 & A2), use =A1-A2
- To know how many working days are between 2 dates, use =NETWORKDAYS(A1, A2) (remember: A1 should be less than A2).
Fixes for common time travel hiccups
- If you see ###### instead of a date in a cell, try making the column wider. If you still see ######, that means the date value is not understandable by Excel (negative numbers, dates prior to 1st of January 1900 etc.)
- Often when pasting date values in to Excel, you notice that they are not treated as dates. Use these techniques to fix.
- If you pass in-correct values or use wrong parameters, your date formulas show an error like #NUM or #VALUE. Read this to understand how to fix such errors.
Quiz time for time travelers
I see that you safely made it here. I hope you had a good journey. Let me see how good your time traveling is. Answer these questions:
- Write a formula to take date in A1 to next month’s first Monday.
- Given a date in A1, find out the closest Christmas date to it.
Building your own time machine? Check out these tips too
If you work with date & time values often, then learning about them certainly pays off. Read below articles to one up your time travel awesomeness.
- Using Date & Time in Excel
- How to calculate common holiday dates in Excel?
- How to calculate payroll dates?
- How to sort a bunch of birth dates by birthday?
- Check if two dates are in same month
Good luck time traveling. I will see you again in future 🙂
PS: Make sure you attempt the challenges and post your answers in comments.
31 Responses to “Beautiful Budget vs. Actual chart to make your boss love you”
Would be considerably easier just to have a table with the variance shown.
On Step 3, how do you "Add budget and actual values to the chart again"?
There are a few ways to do it.
Easy:
1) Copy just the numbers from both columns (Select, CTRL+C)
2) Select the chart and hit CTRL+V to paste. This adds them to chart.
Traditional:
1) Right click on chart and go to "select data..."
2) From the dialog, click on "Add" button and add one series at a time.
One more way to accomplish it is just select the columns into chart. Press Ctrl+C and then press Ctrl+V
Regards
Neeraj Kumar Agarwal
Unfortunately, this doesn't seem to work for me in Excel 2010. The "Var 1" and "Var 2" columns cannot combine two fonts to display the symbol and the figure side-by-side.
Secondly, there is no option to Click on “Value from cells” option when formatting the label options. The only options provided are Series Name, Category Name or Value.
@TheQ47... the emoji font also has normal English letters, so if you use that font, then you should be ok. I am assuming your computer doesn't have that font or hasn't been upgraded for emoji support.
Reg. Excel 2010, you can manually link each label to a cell value. Just select one label at a time (click on labels, wait a second, click on an individual label) and press = and link it to the label var 1 or var 2.
I am using excel 2010, please explain how to apply Step 12
Regards
Neeraj Kumar Agarwal
Hi Neeraj,
"Value from cells" option is only available in Excel 2013 or above. In older versions, you have to manually adjust the label value by linking each label seperately.
Read this please: https://chandoo.org/wp/change-data-labels-in-charts/
Sir, you are just awesome.
Your creativity has no limit.
Regards
Neeraj Kumar Agarwal
Hi Chandoo,
I just found your website, and really love it. It helps me a lot to be an Excel expert 😉
Currently I am facing with a problem at step 11:
Var1 Var2
D30%
A5%
B0%
B4%
B7%
C10%
C13%
D27%
I42%
Though at mapping table, I used windings, here formula uses calibra. How I can change it? I am able to change only the whole cell. In this case numbers will be Windings too.
Thanks for your help!
Hi Mariann... Welcome to Chandoo.org and thanks for your comment.
If you wanted to use symbols from wingdings and combine them with % numbers, then you need to setup two labels. One with symbol, in wingdings font and another with value in normal font. Just add the same series again to the chart, make it invisible, add labels. You may need to adjust the alignment / position of label so everything is visible.
[…] firs article explains how you can enhance your charts with symbols. You can simply insert any supported symbol into your data and charts. To some extend you can […]
You're a good person, thank you to share your knowledge with us, I will try to do in my work
Great visualization of variance. My question is that is this possible in powerbi?
How would you go about it?
HELLO, WHY CANT I FIND VALUES FOR LABELS IN EXCEL 2013
Dear chanddo sir,
What to do if we have dynamic range for Chart. How this will work. can you able to make the same thing works on dynamic range.
Sir Chandoo,
Good Day!
First, I'd like to say that I am very grateful for your work and for sharing all these things with us.
I tried to do this chart but it seems that the symbols don't work with text (abs(var%),"0%") unless we keep the Windings font style.
The problem is, it converts the text into symbol as well and you wont see the 0% anymore. I'm using Windows 7.
WOW - Segoe UI Emoji
This is the greatest discovery for me this month 🙂 Thanks for sharing.
Here's my two-cents:
https://wmfexcel.com/2019/02/17/a-compelling-chart-in-three-minutes/
Sir This is awesome chart, and very easy to made because of your way to explain is very simple , everyone can do. Thank you
one problem i am facing, I hv made this chart , but when i am inserting data table to chart it is showing two times , how can i resolve this
in this chart when i am adding new month data for example first i made this chart jan to mar but when i add data for the apr month graphs updated automatically but labels are missing for that new month
Hi Renuka,
Please make sure the formulas for labels are also calculated for extra months. Just drag down the series and set label range to appropriate address.
So I am playing with the Actual chart here - but amounts are bigger than your - you have 600 as Budget - my budget is 104,000 - is there a way to shorten that I am unaware of
thank you - I LOVE YOUR SITE
Thanks for the tips and tricks on Excel. In the Planned versus Actual chart examples, you use multiple values (ex. multiple Categories in above). How can this be done when we have only 1 set of values? For example if I have only this:
Planned Actual
SOW Budget 417480 367551
How can I create a single bar chart like the one above?
Thank you Chandoo.
This one is just perfect for my Quarterly Review presentation on Operational Budget against Actual Performance for the Hospital I'm currently working with.
Just Subscribed today (10 minutes ago)
Is there a way to make the table of data into a pivot table to be able to add a slicer for the graph due to many different categories and months?
Hi, I tried to modify you template with something appropriate for me, and I found a problem. this template was modified by me started with excel 2010, then 2016 and finally 2019. Same thing - somehow appear an error - or didn't show the emoticons for positive percentage or doubled the emoticons for some rows. I suspect to be from excel. if is need it I can sand you my xlsx for study. Please help if you can.
Hi Chandoo,
Could you please check the Var Formula in Step1. You have mentioned budget-actual and when i did this i got different values but when reversed like actual-budget i got the actual value what you have demonstrated in step1.
Please share your view.
This is a great chart (budget vs. actual). However, in trying recreate it, I cannot color in the UP Down bars individually, and they all become formatted with the same color. I'm using Office 365. Look forward to the feedback.
Thanks.
Dan
pls explain in detail step 7
While in the Excel sheet you have used following formula for Var
Var = Actual - Budget
But
in the note, you have written
Var = Budget - Actual
Good Presentation and Data information.thank you so much chandoo.