Calculating Maximum Change [solutions & discussion]

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Maximum change problem - Solutions, Discussion & Video

Last Friday, we had a fun little Excel challenge – Calculate Maximum Change. More than 170 people commented and shared their solutions to this problem.

And the best part?

The best part is the variety of solutions & thinking displayed by our community. So if you are one of those 170, puff your chest & pat yourself on the back. Go ahead, I will wait.

Today, lets take a look at some of these awesome formulas and understand how they work. Read on and watch the video you below to gain few awesomeness pounds.

First, lets understand the problem

Here is a look at the problem:

Calculate maximum change - formula problem

We need more information to answer this question.

  • Are we talking about positive change, negative change or absolute change?
  • Are we talking about % change or value change?

In the original problem, even though I did not mention it, most people assumed that we want absolute change of value (ie the answer is 40, for Product 2).

But in real life, you may want to understand the problem a little more before writing any formulas.

Note: The data is in C3:C8 for last month and D3:D8 for this month.

Solution #1: Using MAX array formula

This is the solution most people got.

The array formula:

=MAX(C3:C8-D3:D8)

press CTRL+Shift+Enter after typing.

How it works?

C3:C8-D3:D8 portion:  This gives the result {-20;40;15;21;0;-25} in array form.MAX(…) portion: This simply calculates the maximum value of above array and returns 40 as answer.

Why press CTRL+Shift+Enter (CSE)?

We need to press CTRL+Shift+Enter because MAX() is not capable of handling arrays. If you write MAX({-20;40;15;21;0;-25}) you would get 40, but the same array when calculated by doing math on ranges will not work. To force MAX to treat arrays, we need to press CTRL+Shift+Enter.

Solution #2: Using MAX+ABS array formula

Quite a few people figured out that the formula needs to work even when the change is negative. And that is where this new solution comes handy.

The array formula:

=MAX(ABS(C3:C8-D3:D8))

press CTRL+Shift+Enter after typing.

How it works?

ABS() portion: converts the change values {-20;40;15;21;0;-25} to positive {20;40;15;21;0;25}

Rest of the formula is same as solution #1.

Solution #3: Using INDEX to avoid Ctrl+Shift+Enter

The thing with Ctrl+Shift+Enter is that you have to remember it. If you accidentally press Enter instead of CSE, the formula stops working. One way to avoid this is to route the calculation thru an Excel function that can natively process arrays. This is where INDEX (or SUMPRODUCT etc.) come handy.

The formula:

=MAX(INDEX(C3:C8-D3:D8,0))

or

=MAX(INDEX(ABS(C3:C8-D3:D8),0))

How it works?

Same as Solution #1, except for this formula you do not have to press Ctrl+Shift+Enter. The INDEX will automatically calculate the array and send numbers to MAX. Then MAX feels mighty comfortable dealing with those numbers and spits out the answer as 40.

Learn more:

Solution #4: Using AGGREGATE

AGGREGATE() is a new function introduced in Excel 2010. This too, like INDEX & SUMPRODUCT can process arrays natively (provided you are using one of the aggregates like LARGE). Kyle, one of our commenters shared 2 brilliant solutions that involve AGGREGATE.

The formula:

=AGGREGATE(14,4,(C3:C8)-(D3:D8),1)

How it works?

14, 4 portion: This tells AGGREGATE that you want to calculate LARGE value (14) and you want to consider all cells (4). To understand more about AGGREGATE see the links below.

(C3:C8)-(D3:D8) portion: As seen above, this just gives an array – {-20;40;15;21;0;-25}

1 portion: This tells AGGREGATE that you want 1st largest number.

Learn more:

Solution #5: Using MMULT and AGGREGATE

Now this is what I call a scary formula. It can potentially waste your entire afternoon when you try to understand it first time. But once you get it, you feel awesome. This too is posted by Kyle.

The formula:

=AGGREGATE(14,4,MMULT(C3:D8,{1;-1}),1)

How it works?

Watch the video. Explaining how this works in text is difficult.

Learn more:

I am still trying to understand MMULT(). It can be as complex and deep as string theory (or recipe of making bread at home). Go thru below links to learn more about it. Make sure you put on your helmet, cause it will blow your mind.

More ways to get maximum change + Bonus problem

Watch below video to understand how to solve the maximum change problem and another related problem.

Click here to watch if you can’t see the video above

Download Answer workbook

Click here to download answer workbook and examine the formulas to learn more.

What did you learn from this formula challenge?

I learned how to use AGGREGATE, Array SUMIFS and got a better handle on MMULT.

What about you? What did you learn thru this challenge. Please comment and let us all know.

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24 Responses

  1. I’d suggest simply using the subtotal function and filtering the data using the Win/Loss column.  You get the same results and the formula is more comprehensible.

    1. @John

      That is one option.

      There are times however when you want to see the whole data table or a filtered subset and still want to produce summary reports against an unfiltered field.

  2. Is there a particular reason why you are using a comma and the unary (–) operator for the second array in the SUMPRODUCT formula?  It seems to work the same if you were to string the arrays together using the asterisk (*).  The advantage is that SUMPRODUCT treats the entire string of arrays as a single array.

  3. Is there a way to do this on a large set of data? As in ~100,000 rows? When I try I get an error because the formula becomes too long. It says the max length of a formula is 8,192 characters. Excel 2010.

  4. How do I incorporate a specific text within a cell for the second array. For instance, – -(C7:C13=”Apple”)
    when I chose a specific text the formula does not work.

    1. @RB

      I am not sure what is the issue as if I use the sample data in the post the following work fine

      Count:
      =SUMPRODUCT(SUBTOTAL(3,OFFSET(C7:C13,ROW(C7:C13)-MIN(ROW(C7:C13)),,1)), –(C7:C13=”L”))
      Sum:
      =SUMPRODUCT(SUBTOTAL(3,OFFSET(C7:C13,ROW(C7:C13)-MIN(ROW(C7:C13)),,1)),(C7:C13=”L”)*(D7:D13))

      You may want to check that there are no leading or trailing spaces in your list of Apples

      1. I should have given a better explanation. Heres my situation. I have a column with cells filled with names like Column 1, Column 2, Pier 1, Pier 2, etc. If the cell just contained Pier and searched for that it works. But because it has other characters in the cell its not recognizing the pier. So how can I extract specific characters of a string of text in this formula?

        Hopefully this was a better explanation

  5. Hello-

    This formula works pretty well for me except that it slow down excel and prevents some of my macros from working. I was wondering if there was a way to program this in VBA so that excel isn’t always trying to recalculate it. I would like to use a push of a button to get it to run then paste in a cell.

    Thanks!

  6. I am trying to sum filtered data in a column, but would want to ignore the negative values in the column. How to go about doing this?

      1. The negative values are required for reporting purposes, but their effect on the total is distorting the required output. Please advise.

  7. I have this working for counting and summing, however, I have a list and for the second array, I need a criteria. That is, I’m looking for b13:b200=”01.??.??” or =left((a1,2) or something like that. These types of criteria matches do not appear to work as I get a blank as a result.
    Thanks!

    1. @Bob

      As your formula b13:b200=”01.??.??” looks like you are trying to check the first day of the month of the range
      What about trying Day(B13:B200)=1

  8. Hai Experts,
    i understood this formula well and working fine in MS Excel 2013
    but when the same am trying to place in google Spreadsheet it shows error as
    “SUMPRODUCT has mismatched range sizes. Expected row count: 1. column count: 1. Actual row count: 2014, column count: 1.” and as a result #VALUE! Appears in cell.
    Can anyone please help me how would i get it done in Google Spread sheet
    or is there any other formula as a substitute for this.
    Thank you very much.

    1. @Vivek

      I don’t know

      I just downloaded the file and it is working fine and not showing that error

      Goto the Formulas, Calculation Options Tab and check that Calculation is set to Automatic

      What version of Excel and Windows are you using ?

  9. I know that this forum is for MS Excel, but I am trying to help someone who is working in Google Sheets. The below formula works in Excel but Google Sheets returns:
    “SUMPRODUCT has mismatched range sizes. Expected row count: 1. column count: 1. Actual row count: 39000, column count: 1.” and as a result #VALUE! Appears in cell.
    This is the same problem asked by Srichirin above. Does anyone know if there is a formula for Google Sheets that will replicate what MS Excel does?

    =SUMPRODUCT(SUBTOTAL(3,OFFSET($C$6:$C$39500,ROW($C$6:$C$39500)-MIN(ROW($C$6:$C$39500)),,1)),- -($C$6:$C$39500=H1),($D$6:$D$39500))

  10. Trying to find a SUMPRODUCT formula that counts the word Closed by date for the last 7 days in a filtered list.
    =COUNTIF(M:M,”>”&TODAY()-7) works ok for unfiltered count Column M contains Closure dates (blank if open) and Column L is Status Open or Closed

  11. I used this formula and worked like a charm! But, now I’ve been requested to use it but adding not one but two criteria in the same formula. For instance the sum I was doing added negative and positive numbers. I’ve been asked to use the exact same formula but adding that only positive numbers were considered… any idea on how to do this?

  12. Thank you so much brother literally I have been struggling since morning to get the sum of the filtered category, however, after reading your blog attentively i got my solution, so thanks a lot once again.

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