Are you AND(“In IT”, “Use Excel”)? Then this article is for you. Here is my list of top 10 Excel formulas for people in IT. As software miners use Excel differently than other folks, this article highlights important use cases for you. These examples will particularly help project managers, IT analysts, testing people and business analysts.
Don’t forget to download the example workbook.
Video - Top 10 Excel formulas for IT people
If you don’t want to read the article, watch this video for my recommended top 10 Excel formulas for IT people.
Download Example Workbook
Click here to download the 10 Excel formulas workbook. Use the sample data and completed formulas to learn all of these.
Sample data for these formulas
For most situations in these top 10 examples, I will be using the below two column dataset (named testing). This shows number of test cases completed on daily basis for the month of May 2020.
1. Count values between dates
Let’s say you want to count how many test cases were completed between dates 6-May-2020 and 16-May-2020.
You can use below formula:
=SUMIFS(testing[Test cases done],
testing[Date],”>=6-May-2020″,testing[Date],”<=16-May-2020″)
To see all testcase data for the given date range in cells J4 & J5, you can use FILTER function.
=FILTER(testing, (testing[Date]>=J4)*(testing[Date]<=J5))
2. Lookup a value
=XLOOKUP(“18-May-2020”,testing[Date],testing[Test cases done])
=VLOOKUP((“18-May-2020”,testing,2,FALSE)
3. Gap between two dates
Dates & time values are used often in IT situations (project planning, estimation etc.) To calculate the gap between two dates, simply subtract one from another. Like this:
=date2-date1
4. Working days between two dates
What if you want to calculate the FTE (full time equivalent) for a project module. You can use NETWORKDAYS formula to find out the number of working days between two dates and multiply that with headcount to get FTE required.
Something like this:
Number of working days =NETWORKDAYS(date1, date2)
Number of working days with Friday, Saturday weekend =NETWORKDAYS.INTL(date1, date2, 7)
Working days for 4 day workweek (MTWT) =NETWORKDAYS.INTL(date1, date2,”0000111″)
The pattern 0000111 refers to Monday to Thursday as working days (0) and Friday to Sunday as weekend (1).
5. Nth smallest item
We can use MIN() to find the smallest item in any data (and MAX() for largest). But what if you want to find the 2nd smallest item or 4th largest one?
You can use SMALL() and LARGE() formulas for this purpose. See below examples:
2nd smallest number of cases in any day =SMALL(testing[Test cases done],2)
3rd highest number of cases in any day
=LARGE(testing[Test cases done],3)
Which date had 2nd smallest number of cases completed?
=XLOOKUP(SMALL(testing[Test cases done],2),
testing[Test cases done],testing[Date])
6. One week moving average
Moving averages help with understanding the trend. Let’s say you want to know what is the 7 day moving average of test cases done? You can use AVERAGE formula with relative references, as illustrated below.
7. Extract portions from text
You can use Excel’s flash fill to extract portions of text on one time basis. If you want to make it more dynamic then you must learn the text formulas. There are many, but start with these 4.
- FIND – to find the position of one text in another
- LEFT – to get part of text from left
- RIGHT – to get part of text from right
- MID – to get text from the middle
Here is an example to extract user name from email address in cell J4 (john.doe@acme.com)
=LEFT(J4, FIND(“@”, J4)-1)
8. Combine text values
If you want to combine a bunch of values but include a separator in between, use TEXTJOIN function. Here is an example to combine email addresses in cells J4:J8
=TEXTJOIN(“, “,,J4:J8)
9. Generate random data
Excel has many useful functions to create random data. If you just want a random number between two values, use the RANDBETWEEN() function. To generate a bunch of random values, use the newly introduced RANDARRAY() function. See these examples:
10 Random whole numbers between 1 & 100:
=RANDARRAY(10,,1,100,TRUE)
A random phone number:
=RANDBETWEEN(1111111111, 9999999999)
8 random dates in year 2020:
=RANDARRAY(8,,”1-JAN-2020″,”31-DEC-2020″,TRUE)
Other examples of random data in Excel:
10. Avoid errors
Just as you want to have bug free code, your Excel files should also be devoid of errors. You can do this in below ways:
- Use if not found option with functions like XLOOKUP, FILTER, XMATCH etc.
- Use IFERROR to print alternative message when your formula has error
- Check errors with ISERROR function
Download Example Workbook
Click here to download the 10 Excel formulas workbook. Use the sample data and completed formulas to learn all of these.
Something else?
Do you want to learn more? Please share your questions or suggestions in the comments box. I will create a post or video to help you.
Also check out the Top 10 formulas for data analysis page for few more ideas.
8 Responses to “Pivot Tables from large data-sets – 5 examples”
Do you have links to any sites that can provide free, large, test data sets. Both large in diversity and large in total number of rows.
Good question Ron. I suggest checking out kaggle.com, data.world or create your own with randbetween(). You can also get a complex business data-set from Microsoft Power BI website. It is contoso retail data.
Hi Chandoo,
I work with large data sets all the time (80-200MB files with 100Ks of rows and 20-40 columns) and I've taken a few steps to reduce the size (20-60MB) so they can better shared and work more quickly. These steps include: creating custom calculations in the pivot instead of having additional data columns, deleting the data tab and saving as an xlsb. I've even tried indexmatch instead of vlookup--although I'm not sure that saved much. Are there any other tricks to further reduce the file size? thanks, Steve
Hi Steve,
Good tips on how to reduce the file size and / or process time. Another thing I would definitely try is to use Data Model to load the data rather than keep it in the file. You would be,
1. connect to source data file thru Power Query
2. filter away any columns / rows that are not needed
3. load the data to model
4. make pivots from it
This would reduce the file size while providing all the answers you need.
Give it a try. See this video for some help - https://www.youtube.com/watch?v=5u7bpysO3FQ
Normally when Excel processes data it utilizes all four cores on a processor. Is it true that Excel reduces to only using two cores When calculating tables? Same issue if there were two cores present, it would reduce to one in a table?
I ask because, I have personally noticed when i use tables the data is much slower than if I would have filtered it. I like tables for obvious reasons when working with datasets. Is this true.
John:
I don't know if it is true that Excel Table processing only uses 2 threads/cores, but it is entirely possible. The program has to be enabled to handle multiple parallel threads. Excel Lists/Tables were added long ago, at a time when 2 processes was a reasonable upper limit. And, it could be that there simply is no way to program table processing to use more than 2 threads at a time...
When I've got a large data set, I will set my Excel priority to High thru Task Manager to allow it to use more available processing. Never use RealTime priority or you're completely locked up until Excel finishes.
That is a good tip Jen...