CHOOSE() me, an introduction to Excel CHOOSE function

Share

Facebook
Twitter
LinkedIn

Today lets learn about Excel CHOOSE() function.

CHOOSE eh? What does it do?

To understand CHOOSE() and appreciate its uses, lets invent an imaginary boss-subordinate pair.

Jasmine is the boss. She is, well, lets call her peculiar. She likes olives, Tuesdays & color Red. She hates potatoes.

Martin is the faithful butler of Jasmine. He is obedient, quirky and tall. He likes lotuses, Fridays & color blue. He hates potassium.

Enter Jasmine’s scarf problem:

Jasmine likes to wear a different colored scarf every weekday. She likes to wear Red colored scarf on Mondays & Tuesdays. She likes to put on the blue polka dot scarf on Wednesdays. On Thursdays, she wears her olive colored scarf. On Fridays & Saturdays, she prefers the lovely orange blue scarf. Sundays are no scarf days.

No wonder she is peculiar.

On the first day of his job, Martin understood this schedule. Although he did raise his eyebrows (in bewilderment) more than once, he knew a butler should never question.

So everyday, soon after waking up, Martin would open up the list of scarf requirements, and figure out the scarf for that day. He would then neatly lay it out on Jasmine’s bed while she is in the shower.

Soon this all got boring.

So Martin thought, “Wouldn’t it be cool if I can feed the scarf schedule to a computer so it automatically told me which scarf to choose everyday morning!.”

Martin reached out to his ninja computer friend who knew how to do this.

YOU.

Your Excel solution for Jasmine’s scarf problem

After hearing the entire story, raising eyebrows a few times and looking at Martin with eyes full of pity, you set out to create an Excel workbook that told him which scarf to pick on any given date.

It is simple & elegant.

In the Cell B3, you wrote =TODAY()

so that everyday A3 will tell what is the latest date.

In B4, you wrote =WEEKDAY(B3)

Then in B5, you wrote a lengthy nested IF formula to figure out the scarf of the day.

Scarf of the day formula:

=IF(B4=1,"No scarf",IF(B4<=3,"Red scarf",IF(B4=4,"Blue polka dot scarf", IF(B4=5,"Olive colored scarf","Orange blue scarf"))))

Martin couldn’t be happier. Now that he has an awesome Excel file telling him what scarf to pick everyday, he has one less thing to worry.

BUT….

Soon after your Excel file, Jasmine had to replace the polka dot scarf with yellow striped one (she slipped an olive on the scarf while eating and it left a permanent mark).

While at it, she also changed the schedule.

And now, Martin is back to square one.

Late that week, he explained the problem to you over a drink. You quickly modified the file to suit new scarf of the day scenario.

The formula now looked like this:

=IF(B4=1,"No scarf",IF(OR(B4=2,B4=4),"Red scarf",IF(B4=3,"Yellow striped scarf", IF(B4=5,"Olive colored scarf","Orange blue scarf"))))

Thats when you got thinking.

The nested IF formula is awfully long and clumsy to maintain. May be there is a better one?!?

Enter CHOOSE formula, built for scarf of the day & more

CHOOSE() formula works beautifully for situations like this.

Instead of the long & clumsy nested IF formula, you could simply write a choose formula.

Syntax of the CHOOSE formula:

The CHOOSE formula is simple to write.

=CHOOSE(some number, value 1, value 2, value 3....)

and CHOOSE will pick a value based on some number.

For example,

=CHOOSE(3,"Chandoo.org","makes","you","awesome")

will result in you.

Scarf of the day CHOOSE Formula:

For our scarf of the day, the choose formula looks like this:

=CHOOSE(B4,"No scarf","Red scarf","Yellow striped scarf", "Red scarf","Olive scarf","Orange blue scarf","Orange blue scarf")

(or this if you want it for schedule prior to olive accident, =CHOOSE(B4,"No scarf","Red scarf","Red scarf","Blue polka dot scarf", "Olive scarf","Orange blue scarf","Orange blue scarf") )

Okay, what else can CHOOSE() do?

CHOOSE cant make you tall, rich or beautiful yet. But, it can do few more things.

Here is one such powerful example.

Fetch one range from many using CHOOSE

We can use CHOOSE() to fetch one of the many ranges, like this:

=SUM(CHOOSE(2, A1:A10, B1:B10,C1:C10,D1:D10))

This will result in the sum of the 2nd range, ie B1:B10.

Here is an interesting example of this:

How many values can CHOOSE take?

CHOOSE() can take up to 254 different values and return one of them based on the index number (first parameter).

What if I have more than 254?

Forget 254. Anytime you want to choose one value from more than a few (say 10), CHOOSE formula becomes tedious (as you have to select individual value cells or type them).

For all such cases (ie when you have list of values more than 10), I suggest using INDEX(). It is a powerful & versatile formula designed to handle situations like this.

Example workbook:

Here is the example workbook on CHOOSE. When you click the link, it opens Excel inside browser so you can practice this anywhere.

Do you CHOOSE?

I write CHOOSE() formulas often. It is a simple formula and I find several uses for it.

What about you? Do you use CHOOSE()? What are some of your favorite uses of it? Please share your thoughts using comments.

More examples on CHOOSE

Check out these additional examples to learn more:

Facebook
Twitter
LinkedIn

Share this tip with your colleagues

Excel and Power BI tips - Chandoo.org Newsletter

Get FREE Excel + Power BI Tips

Simple, fun and useful emails, once per week.

Learn & be awesome.

Welcome to Chandoo.org

Thank you so much for visiting. My aim is to make you awesome in Excel & Power BI. I do this by sharing videos, tips, examples and downloads on this website. There are more than 1,000 pages with all things Excel, Power BI, Dashboards & VBA here. Go ahead and spend few minutes to be AWESOME.

Read my storyFREE Excel tips book

Overall I learned a lot and I thought you did a great job of explaining how to do things. This will definitely elevate my reporting in the future.
Rebekah S
Reporting Analyst
Excel formula list - 100+ examples and howto guide for you

From simple to complex, there is a formula for every occasion. Check out the list now.

Calendars, invoices, trackers and much more. All free, fun and fantastic.

Advanced Pivot Table tricks

Power Query, Data model, DAX, Filters, Slicers, Conditional formats and beautiful charts. It's all here.

Still on fence about Power BI? In this getting started guide, learn what is Power BI, how to get it and how to create your first report from scratch.

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)

Leave a Reply