A common Forum question and one that Chandoo has written about a few times is, Does my data overlap with another range?
Last week, Pradhishnair, asked in the Chandoo.org Forums “I need to find if the values between range D2:E2 are overlapping in any of the following rages, if yes then where? (may be row number)”
I answered with an array formula:
{=”Overlap Row S.no. = ” &MIN(IF((D3:$D$41<=E2) *(E3:$E$41>=D2) >0, (A3:$A$41)))}
Which returns ether:
Overlap Row S.no. = x (If there is an overlap)
or
Overlap Row S.no. = 0 (If there is no overlap)
So today in Formula Forensics we will take a look at how the above formula works with a worked example.
Chainage
As always you can follow along with a worked example. This is a subset of Pradhishnair’s Data to simplify the length of the equations, but otherwise is the same as the original post: Download Here
Pradhishnair’s data consists of a list of chainages. Chainages are measurements of distances from a fixed point and relate to a segment of something. Chainage From is to the closest end of the segment and and Chainage To is to the furthest end of the segment and by default these are in order, that is To is always greater than From.
Using this we can check for overlapping data by simply checking if the From is less than the remaining To’s or the To value is greater than the remaining From’s
This is done for each row compared to the remaining rows of data by the array formula
=”Overlap Row S.no.: ” & MIN(IF((D3:$D$41<=E2) *(E3:$E$41>=D2) >0, (A3:$A$41))) Ctrl Shift enter
We can see that the above equation simply joins
“Overlap Row S.no.: “
To the result of
MIN(IF((D3:$D$41<=E2) *(E3:$E$41>=D2) >0, (A3:$A$41)))
Using the & operator
It will return:
Overlap Row S.no. = 0 if there is no overlap
Or
Overlap Row S.no. = x If there is an overlap.
So the function
MIN(IF((D3:$D$41<=E2) *(E3:$E$41>=D2) >0, (A3:$A$41)))
Is used to return the minimum value of an If() formula which is its only component
The If() statement usually has three components:
=If( Condition, Value if True, Value if False)
In our case, I will evaluate Row 2, Particularly Cell G2, against the remaining entries in the two lists.
=If((D3:$D$41<=E2) *(E3:$E$41>=D2) >0, (A3:$A$41))
Condition: (D3:$D$41<=E2) *(E3:$E$41>=D2) >0
Value if True: (A3:$A$41), This is just the S.No. in Column A
Value if False: Note that the If statement has no Value if it is False, I could put any value there eg: -1 or 0, but Excel evaluates it to 0 anyway so it hasn’t been used.
The If Statement says If (D3:$D$41<=E2) *(E3:$E$41>=D2) >0, then return (A3:$A$41)
What the condition is saying is If the To Data in the Current Row, Row 2, is Greater than or equal to the other From Values or the From Data in the Current Row, Row 2, is Less than the other To Value, Then this is True
To check this, in Cell I2, enter =(D3:$D$41<=E2) *(E3:$E$41>=D2) and evaluate it with F9 instead of Enter
Excel returns ={1;1;0;0;0;0;0;0;0}
Excel is showing us that the first and second entries have overlapping data.
Which we can see if we look at the data
The >0 at the end of the (D3:$D$41<=E2) *(E3:$E$41>=D2) >0, transforms the array of 0’s and 1’s to an array of Falses and Trues
To check this, in I3, enter =(D3:$D$41<=E2) *(E3:$E$41>=D2)>0 and evaluate it with F9 instead of Enter
Excel returns ={TRUE;TRUE;FALSE;FALSE;FALSE;FALSE;FALSE;FALSE;FALSE}
Now the If Statement will be True for the first two entries in the array and so will evaluate the Value if True component of the If Formula: (A3:$A$41)
We can check this
In cell I4 enter
=IF((D3:$D$41<=E2) *(E3:$E$41>=D2) >0, (A3:$A$41)) and press F9 instead of Enter
Excel returns
={2;3;FALSE;FALSE;FALSE;FALSE;FALSE;FALSE;FALSE}
Which is the array of S.No’s which match our criteria
Now Min comes in
=MIN({2;3;FALSE;FALSE;FALSE;FALSE;FALSE;FALSE;FALSE})
Min returns the Minimum of these which is 2.
And that is appended to “Overlap Row S.No. = “
To return the answer: Overlap Row S.No. = 2
Which is the first overlapping row with Row 1
Custom Number Formats
You may have noticed that the numbers in Pradhishnair’s worksheet look a bit odd with a + in the middle: eg: D3 displays 142+000
Pradhishnair is using a Custom Number Format of #+000
Select a Cell, eg D2, Press Ctrl 1, Select the Number Tab
If you select these cells and Press F2 Excel will show that the cells value is 142000
But Excel is using the custom Number format of #+000 to display the number with 3 digits after the +
Links to Overlapping Data Posts
http://chandoo.org/wp/2010/06/01/date-overlap-formulas/
http://chandoo.org/wp/2011/03/09/ec1-machine-scheduling-in-excel/
Download
You can download a copy of the above file and follow along, Download Here.
Other Formula Forensics Posts
You can learn more about how to pull Excel Formulas apart in the following posts
We Need Your Help
I received 3 ideas over the Xmas break from readers, and these will feature in coming weeks.
However I do need more ideas for the rest of 2012 and so I need your help.
If you have a neat formula that you would like to share and explain, try putting pen to paper and draft up a Post as Luke did in Formula Forensics 003. or like above.
If you have a formula that you would like explained but don’t want to write a post also send it in to Chandoo or Hui.
ps: I’m traveling to Esperance; Western Australia for a short holiday with the family but have left a neat Formula Forensic for you for next week.
49 Responses to “Project Management Dashboard / Project Status Report using Excel [Part 6 of 6]”
[...] display milestones Part 4: Time sheets and Resource management Issue Trackers & Risk Management Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand Project [...]
Excellent!
I was looking forward to this and you've done it again...Shame I can't claim it was all my own work 😉
ps hope you're getting enough sleep
Excelent !!! Tks to share your knowledge with us.
Izabel
Sao Paulo - Brazil
Nice job!.
I'm also keen on PM Excel Dashboards. Please, take a look at
http://screencast.com/t/TyaxH5r4mDf
That's one example of my Project control Spreadsheets.
Cheers
Hi Miguel,
Do you share your PM Excel Dashboards? It looks awesome.
Regards,
Germán
Hi M. Miguel,
Can you share your Excel Dashboards? Awesome work BTW.
Regards,
Michel Levesque
Can you share the PM excel template?
[...] haired Dilbert hat zum Abschluss einer Artikeserie zum Thema Projektmanagement mit Excel eine Anleitung zum Bau eines Projekt-Dashboards veröffentlicht. Ein Dashboard ist eine Visualisierungsform für große Mengen von meist [...]
Quite a nice and helpful article. I am sure excel is one of the most used application across many many big companies. And your info on project status update using excel would surely be usefull. Keep up the good work on this blog site. Also to share there are some open source flash-based graphing and charting solution which caould also be used on any project..
http://askwiki.blogspot.com/2009/07/how-to-create-quality-charts-using.html
@Alex, Izabel .. thank you 🙂
@Miguel: Thank you. Your dashboard looks very good. It is inclined towards the budget and finances of the project. I have kept those aspects out of this series. May be I will revisit the financial aspect of projects at a later point.
@Rishil: Thank you. Yes, you can create flash based charts (or even simple image based charts) and embed them in a project dashboard that can be published to the team using intranet (like sharepoint). This is how large companies usually do it. Thanks for sharing the Askwiki article.
Great looking dashboard!! Do you have a version for the Mac versions of Office available?
Thanks
Chandoo,
this is great piece of collating info.I liked it and shall try using it in office.
Thanks for the all hard work behind this.
Chandoo,
Kudos. This is really as simple as it gets for laymen. We did this sort of stuff in Consulting - but this can now become really simple for people. Will have my team look at this! Great work.
thanks,
Mrigank
[...] I suggest reading my 7 part series on project management using excel. Starting with Excel Gantt Charts to Project Dashboards. [...]
Just downloaded the project management template bundle...great!
Have you done anywork on a Project Portfolio Dashboard template?
@Bw... Thanks for getting a copy of the templates. 🙂 I have worked on few assignments where we built such templates. But these are similar to other regular dashboard templates. I will share some of these ideas in a later post someday. Meanwhile if you have any ideas on how to structure project portfolio dashboard, let me know using comments or email.
[...] to display milestones Time sheets and Resource management Issue Trackers & Risk Management Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand Project [...]
[...] display milestones Time sheets and Resource management Part 5: Issue Trackers & Risk Management Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand Project [...]
[...] to display milestones Time sheets and Resource management Issue Trackers & Risk Management Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand Project [...]
Thanks fro the great ideas! To get a sense of the layout and design of a Dashboard more geared toward Cost and Schedule anaysis, check out the example Dashboard at http://www.ProjectDashboards.com which was built entirely in excel.
hey,
i just need a simple Chart where by i can show some of the projects by % wise. no dates required.
1st column Project name and 2nd column will be status (filled with %). can you pls help me out.
Thanks.
@DS... if you have excel 2007, you can use data bars in conditional formatting for this purpose.
Hi Chandoo - this series is an excellent resource and tutorial, thank you for sharing.
When I sat down to consider what my dashboard should look like, one of the most important features for me is to be able to maintain version control and to show simply on what version is on display.
Apart from the naming convention of the file name, is there a good way to do this within a dashboard? I'd be interested to hear your thoughts!
@Larph: Welcome 🙂
> You can do version control thru Macros (but always remember that your audience can disable macros)
> Another option is to use a static time stamp / version number in the title page of dashboard that you update manually whenever you make changes to the file
> In excel 2010, you can keep track of file versions from File menu. This can be used to select a previous version of dashboard.
> Best option is to use a version control system like SVN or upload files to Sharepoint or something like that. This will take care of versioning for you (although it is a bit technical and dashboard audience may have difficulty figuring the versions out).
> The easiest option is to use filenames and the CELL() formula to get the version number (or date) from the filename so you can show it on the dashboard.
Hi Chandoo... I'm following you from Brazil...
I would like to thank you for the tips about excel, mainly with dashboards ... It helped me a lot …
Take care...
Di
On the dashboard when I print, the text is blanked out in the middle of the Issues list - suggestions on how to fix?
[...] Project Management Dashboard in Excel [...]
Hi Chandoo, do you have an equivalent Project Management Dashboard / Project Status Report for MS Office 2010?
As a Microsoft trainer I'm interested in your choice of Excel for project management. I'm assuming that you've tried Microsoft Project and have decided not to use it? We get folks on our MS Project courses who've tried to use Excel for PM purposes and none of them have made such an impressive project plan, but I wonder is it worth all the effort?
This looks very interesting. How may I be a part of this
Does this template work in Google Spreadsheets?
Many thanks for sharing your expertise with us. Keep up the good work 🙂
Heya i'm for the first time here. I came across this board and I to find It really helpful & it helped me out a lot. I am hoping to offer one thing again and aid others like you helped me.
Hi Chandoo,
Your PM dashboards impressed me so much that I've downloaded the Portfolio and Project Management package. All of the documents look very professional.
I was going through the Portfolio dashboard and I had a question.
When I enter in additional holidays they are highlighted in the gantt chart. Is it possible so that the name of the holiday shows up in the highlighted area of the gantt chart.
Thanks
Adam
[...] Project Status Dashboard [...]
[...] Project Status Dashboard in Excel [...]
[...] Project Management Dashboard in Excel [...]
can you confirm that the downloads will work on a mac - excel for mac v14.3.6
thanks
Made a slight variation on the schedule sheet,
1. Add a date column for start
2. In week column cell use =weeknum() and link to date cell
3. Hide week column
When you enter in a date for each task the week number is populated accordingly
simple but more effective, you can also dynamically link the date cell to your MSP project file for even more automation!!
I purchased a copy of the project management dashboard excel file. I misplaced the password to unlock the file and make modification. Can you please resend the password.
Thank much in advance...
Hi there! I just would like to give you a big thumbs up for your great info
you've got right here on this post. I'll be returning to your website
for more soon.
I bought ur project management template just want to know how to hide the budget section from portfolio?
Hi, Thanks - very good job you've prepared!
You've inspired me as well 🙂
Best regards
Hello!
I am using a gantt chart template which i got from your website. All is good just when I add all my acitivities in data spreadsheet and then go back to gantt chart to view them, I only see first 9 and then I need to keep scrolling for the next ones. is it possible to see most of the activities if not all in the single frame.
thanks for answering!
This is my first time pay a visit at here and i am actually happy to read all at alone place.
I am interested in your dashboard; downloaded the locked version, unable to use it...do you have a user guide that is available that I can see and use on the locked version?
Please send me daily newsletter
Hi,
I downloaded the PM dashboard and the gantt chart only has dates till the year 2016. How do I change this to include 2017 FY as well.
When I enter a activity for this year , it fails to show up on the chart.
Hi
Would.like to purchase the project management .kits
Pls share the payment link in INR
Also share your contact number to speak with you
Regards
Hari
9384825926