While preparing a project plan, I had a strange problem. I wanted to highlight all the project tasks that fall with-in a certain date range. At the lowest level, the problem is like this:
There are 2 ranges of dates (a,b) and (x,y) and I want to know if they overlap (ie at least one date common between a,b and x,y)
The formula for testing such a thing seemed tricky at first. So I drew the conditions on paper to get clarity on what we should test. Evidently, there are 4 ways in dates (a,b) can overlap with dates (x,y) as shown below:

Now, we can test for the overlap condition using a formula like this:
If x is between a and b
or a is between x and y
then overlap
else do not overlap
As you know, there is no formula in excel like isbetween(). So we have to break it up to 2 conditions and an AND() Formula. Finally the formula becomes,
=if(or(and(x>=a,x<=b),and(a>=x,a<=y)),"Overlap","Do not overlap")
Now, it seemed like quite a big formula for testing if 2 ranges of dates overlap.
So, I continued my quest for even shorter formula.
After sometime, I realized that if we test for non-overlap instead of overlap, we can write a shorter formula.
Do not understand? Let me explain.
While there are 4 ways in which (a,b) can overlap with (x,y), there are only two ways in which (a,b) cannot overlap with (x,y). See this to understand:

Now, testing above conditions is very straight forward in excel.
the formula becomes, =if(or(y<a,b<x),"Do not overlap","Overlap")
The formula is much shorter and easy to maintain.
I was able to use it to test if a set of tasks in the project plan are running between given dates (for eg. next week). All is well in the end.
How do you test overlap conditions?
Do you ever have to test overlap conditions? What kind of formulas have you used? Please share your formula tips & tricks using comments.
















6 Responses to “Nest Egg Calculator using Power BI”
Wow! What a Powerful article!
Hello Chandoo Sir
your file does not work with Excel 2016.
how can I try my hands on this powerful nest egg file ?
thanks
Ravi Santwani
@Ravi... this is a Power BI workbook. You need Power BI Desktop to view it. See the below tutorial to understand what Power BI is:
https://chandoo.org/wp/introduction-to-power-bi/
As always, superb article Chandoo... 🙂
Just one minor issue:
While following your steps and replicating this calculator in PowerBI, I found that the Growth Pct Parameters should be set as "Decimal number" not "Whole Number"
OR
we have to make corresponding adjustments in the Forecast formulas (i.e. divide by 100) to get accurate results.
You are right. I used whole number but modified the auto created harvester measure with /100 at end. Sorry I did not mention it in the tutorial.
Instead of
[Growth Pct 1 Value]/12
the monthly rate has to be
(1+[Growth Pct 1 Value])^(1/12)-1
It's a slight difference but in 30 years the future value will be $100k less.