42 tips for Excel time travelers

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Excel Date & Time tipsToday, 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).

Date & Time values are numbers in Excel

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:

  1. 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)
  2. To have current time in a cell, just press CTRL+:
  3. 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.
  4. 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
  5. 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.
  6. 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)
  7. To know how many hours are left between the time in A1 and current time, use =(NOW()-A1)*24.
  8. 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().
  9. To know how many weeks are left between TODAY() date and a future date in A1, use =(TODAY() –
    A1)/7
  10. To know how many months are left between TODAY() and date in A1, use = DATEDIF(TODAY(), A1, “m”).
    Related: How to use DATEDIF function.
  11. To know which month is running, use =MONTH(TODAY())
  12. To see the month name instead of number, use =TEXT(TODAY(), “MMMM”). This shows the month’s name in your Excel language.
  13. To know which year is running, use =YEAR(TODAY())
  14. To see the last 2 digits of the year, you can use =RIGHT(YEAR(TODAY()), 2)
  15. 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).
  16. To see the weekday name instead of number, use =TEXT(TODAY(), “DDDD”).
  17. To see today’s date alone, use =DAY(TODAY())
  18. To know if the present year is a leap year or not, see this.

Going back in time

  1. To go back by 6 days from the date in A1, use =A1-6
  2. 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)
  3. To go back by 5 weeks, use =A1-5*7
  4. To go back to start of the month, use =DATE(YEAR(A1), MONTH(A1),1)
  5. To go back to end of previous month, use = DATE(YEAR(A1), MONTH(A1),1) – 1
  6. Or use =EOMONTH(A1,-1)
  7. To go back by 2 months, use =EDATE(A1, -2)
  8. To go back by 27 working days, use =WORKDAY(A1, -27). This assumes, Monday to Friday as working days.
  9. 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)
  10. To go back by 7 quarters, use =EDATE(A1, -7 * 3)
  11. To go back to the start of the year, =DATE(YEAR(A1), 1,1)
  12. To go back to same date last year, = DATE(YEAR(A1)-1, MONTH(A1), DAY(A1))
  13. 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.

  1. 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.
  2. To go to next hour, use=A1+1/24
  3. To go to next day morning 9AM, use =INT(A1+1) + 9/24
  4. To go to 18th of next month, use =DATE(YEAR(A1), MONTH(A1)+1, 18)
  5. 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
  6. 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

  1. To know how many days are between 2 dates (in A1 & A2), use =A1-A2
  2. 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

  1. 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.)
  2. Often when pasting date values in to Excel, you notice that they are not treated as dates. Use these techniques to fix.
  3. 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.

Good luck time traveling. I will see you again in future 🙂

PS: Make sure you attempt the challenges and post your answers in comments.

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13 Responses to “Using pivot tables to find out non performing customers”

  1. David Onder says:

    To avoid the helper column and the macro, I would transpose the data into the format shown above (Name, Year, Sales).  Now I can show more than one year, I can summarize - I can do many more things with it.  ASAP Utilities (http://www.asap-utilities.com) has a new experimental feature that can easily transpose the table into the correct format.  Much easier in my opinion.

    David 

    • Chandoo says:

      Of course with alternative data structure, we can easily setup a slicer based solution so that everything works like clockwork with even less work.

  2. Martin says:

    David, I was just about to post the same!
    In Contextures site, I remember there's a post on how to do that. Clearly, the way data is layed out on the very beginning is critical to get the best results, and even you may thinkg the original layout is the best way, it is clearly not. And that kind of mistakes are the ones I love ! because it teaches and trains you to avoid them, and how to think on the data structure the next time.
     
    Eventually, you get to that place when you "see" the structure on the moment the client tells you the request, and then, you realized you had an ephiphany, that glorious moment when data is no longer a mistery to you!!!
     
    Rgds,

  3. JMarc says:

    Chandoo,
    If the goal is to see the list of customers who have not business from yearX, I would change the helper column formula to :  =IF(selYear="all",sum(C4:M4),sum(offset(C4:M4,,selyear-2002,1,columns(C4:M4)-selyear+2002)))
     This formula will sum the sales from Selected Year to 2012.

    JMarc

  4. Elias says:

    If you are already using a helper column and the combox box runs a macro after it changes, why not just adjust the macro and filter the source data?
     
    Regards

  5. RichW says:

    I gotta say, it seems like you are giving 10 answers to 10 questions when your client REALLY wants to know is: "What is the last year "this" customer row had a non-zero Sales QTY?... You're missing the forest for the trees...
    Change the helper column to:
    =IFERROR(INDEX(tblSales[[#Headers],[Customer name]:[Sales 2012]],0,MATCH(9.99999999999999E+307,tblSales[[#This Row],[Customer name]:[Sales 2012]],1)),"NO SALES")
    And yes, since I'm matching off of them for value, I would change the headers to straight "2002" instead of "Sales 2002" but you sort the table on the helper column and then and there you can answer all of your questions.

  6. Kevin says:

    Hi thanks for this. Just can't figure out how you get the combo box to control the pivot table. Can you please advise?
     
    Cheers

  7. Kevin says:

    Thanks Chandoo. But I know how to insert a combobox, I was more referring to how does in control the year in the pivot table? Or is this obvious?  I note that if I select the Selected Year from the PivotTable Field List it says "the field has no itens" whereas this would normally allow you to change the year??
     
    Thanks again

  8. Kevin says:

     
    worked it out thanks...
    when =data!Q2 changes it changes the value in column N:N and then when you do a refreshall the pivottable vlaues get updated 
     
    Still not sure why PivotTable Field List says “the field has no itens"?? I created my own pivot table and could not repeat that.

  9. Bermir says:

    Hi, I put the sales data in range(F5:P19) and added a column D with the title 'Last sales in year'. After that, in column D for each customer, the simple formula

    =2000+MATCH(1000000,E5:P5)

    will provide the last year in which that particular customer had any sales, which can than easily be managed by autofilter.

    • Bermir says:

      Somewhat longer but perhaps a bit more solid (with the column titles in row 4):

      =RIGHT(INDEX($F$4:$P$19,1,MATCH(1000000,F5:P5)),4)

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