Lost Excel Functions

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Undocumented, Unloved and Unused Excel Functions

Following on from Chandoo’s MLookup function published on 1st April 2011, I thought it might be worth documenting a few undocumented, no-longer documented and rarely used Excel functions.

Although some of the functions below aren’t documented they still work as of Excel 2010.

Users should be cautious with their use going forward as Microsoft may withdraw them from future versions of Excel.

But if you see them appear in older Excel models at least you’ll be the full bottle.

This post will look at the following functions:

  • Datedif
  • Roundup
  • RoundDown
  • Evaluate
  • Convert
  • Roman
  • FactDouble
  • Bahttext

Worked examples of all these functions are presented in the Example File which is compatible with all versions of Excel.

Datedif

The DATEDIF function computes the difference between two dates in a variety of different intervals, such number of years, months, or days.

This function is available in all versions of Excel since at least version 5/95, but is documented in the help file only for Excel 2000.

By the way, do not confuse the DATEDIF worksheet function with the VBA DateDiff function.

Use:

=DATEDIF(Start Date, End Date, Interval)

Where:
Start Date must be less than the End Date.

Interval is the interval type to return.

Interval value must be one of the following:

Interval Meaning Description
m Months Complete calendar months between the dates.
d Days Number of days between the dates.
y Years Complete calendar years between the dates.
ym Months Excluding Years Complete calendar months between the dates as if they were of the same year.
yd Days Excluding Years Complete calendar days between the dates as if they were of the same year.
md Days Excluding Years And Months Complete calendar days between the dates as if they were of the same month and same year.

If you are including the Interval string directly within the formula, you must enclose it in double quotes:

=DATEDIF(Date1,Date2,”m”)

Examples:

Start Date 13/01/1963
End Date 12/05/2011
Years =DATEDIF($B$5,$C$5,”Y”) 48
Months =DATEDIF($B$5,$C$5,”M”) 579
Days =DATEDIF($B$5,$C$5,”D”) 17651
Months Exc. Years =DATEDIF($B$5,$C$5,”ym”) 3
Days Exc. Years =DATEDIF($B$5,$C$5,”yd”) 119
Days Exc. Years & Months =DATEDIF($B$5,$C$5,”mD”) 29
Start Date > End Date =DATEDIF($D$5,$D$4,”Y”) #NUM!

Use of the Datedif function on Chandoo.org:

Datedif has been used a number of times at Chandoo.org

http://chandoo.org/forums/topic/how-to-calculate-age-from-their-dob

http://chandoo.org/wp/2009/09/22/elapsed-time-excel/

http://chandoo.org/wp/2008/08/26/date-time-tips-ms-excel/

Disclaimer:

Although the Datedif function above isn’t documented it still works as of Excel 2010. Users should be cautious with their use going forward as Microsoft may withdraw support for them in future Excel versions.

ROUNDUP() and ROUNDDOWN()

The Roundup and Rounddown functions rounds a number up or down, away from zero and have pretty much been replaced by the Round function.

Use:

The Roundup function rounds a number up, away from zero.

=ROUNDUP(number, num_digits)

The Rounddown function rounds a number down, towards zero.

=ROUNDDOWN(number, num_digits)

Roundup() behaves similarly to the Round() function, except that it always rounds a number up based on the following rules:

  • If num_digits is greater than 0, then number is rounded up to the specified number of decimal places.
  • If num_digits is 0 or omitted, then number is rounded up to the nearest integer.
  • If num_digits is less than 0, then number is rounded up to the left of the decimal point.

Examples:

ROUNDUP(4.1,0) equals 5

ROUNDUP(106.9,0) equals 107

ROUNDUP(3.14159, 3) equals 3.142

ROUNDUP(-3.14159, 1) equals -3.2

ROUNDUP(31415.926, -2) equals 31500
Rounddown() behaves similarly to the Round() function, except that it always rounds a number down based on the following rules:

  • If num_digits is greater than 0, then number is rounded down to the specified number of decimal places.
  • If num_digits is 0 or omitted, then number is rounded down to the nearest integer.
  • If num_digits is less than 0, then number is rounded down to the left of the decimal point.

Examples:

ROUNDDOWN(4.1, 0) equals 4

ROUNDDOWN(106.9,0) equals 106

ROUNDDOWN(3.14159, 3) equals 3.141

ROUNDDOWN(-3.14159, 1) equals -3.1

ROUNDDOWN(31415.92654, -2) equals 31400

Use on the Roundup and Rounddown functions on Chandoo.org:

The Roundup and Rounddown functions have been used several times at Chandoo.org

Roundup

http://chandoo.org/wp/2010/04/29/quarterly-totals-from-monthly-data/

http://chandoo.org/wp/2010/04/30/quarterly-totals-multi-year-data/

Rounddown

http://chandoo.org/wp/2010/04/30/quarterly-totals-multi-year-data/

http://chandoo.org/wp/2009/07/06/excel-formulas-round-sort/

 

Evaluate

Evaluate is an Excel ver 4.0 macro function which is still supported and functional in Excel 2010.

The Evaluate function allows for the evaluation of a text equation as an algebraic equation.

The evaluate function cannot be used as a spreadsheet function but can be used in Named Ranges.

It is probably best described by example; Evaluate 1, from the Example File.

Example:

Say you have a polynomial equation in a cell as Text A1: ‘=X2 + 5*Y – Z

Setup 3 named ranges, X, Y , Z with values X=10, Y=5 and Z=3

You can use Evaluate in a a Named Range eg: Result =Evaluate(SheetName!$A$1)

And then on a worksheet =Result, which will return the answer 122 = 102 + 5*5 – 3

Evaluate can be used to allow graphing of equations without use of worksheet functions or even worksheet ranges, an example of each is shown in the examples file as Evaluate 2 and Evaluate 3 .

Evaluate 2: Uses a Range as the X Values and a Named Range using the Evaluate function as the calculated Y Values

Evaluate 3: Uses Named Ranges as the X Values and as the calculated Y Values based on an Evaluate function

 

 

 

 

 

 

 

 

 

Use of the Evaluate function on Chandoo.org:

Not Used


Convert

Converts a number from one measurement system to another.

For example, CONVERT can translate a table of distances in Kilometres to a table of distances in Miles.

Convert includes 49 units spread amongst the following 10 categories

Category No Units
Weights & Mass, 5
Time 5
Force 3
Power 2
Temperature 3
Distance 8
Pressure 3
Energy 9
Magnetism 2
Liquid Measures 9

Use:

=Convert(number, From Unit, To Unit)

A list of all the Conversion Units and Conversion Prefixes is included on the Conversion Factors tab of the Examples File.

Examples:

Example Result Description (Result)
=CONVERT(5, “lbm”, “kg”) 2.27 Converts a 5 pound mass to kilograms (2.267)
=CONVERT(80, “F”, “C”) 6.67 Converts 80 degrees Fahrenheit to Celsius (26.6)
=CONVERT(1, “ft”, “kg”) #N/A Data types are not the same so an error is returned (#N/A)
‘=CONVERT(CONVERT(100,”ft”,”m”),”ft”,”m”) 9.29 Converts 100 square feet into square meters (9.290304).

 

A list of all the Conversion Units and Conversion Prefixes is included on the Conversion Factors tab of the Examples File.

Use of the Convert function on Chandoo.org

http://chandoo.org/forums/topic/convert-function

 

Roman

The Roman function converts a number to Roman format.

Use:

=ROMAN(number, form)

=ROMAN(45 ) = XLV

Form is a number specifying the type of roman numeral you want. The roman numeral style ranges from Classic to Simplified, becoming more concise as the value of form increases.

Form Type
0 or omitted Classic.
1 More concise. See example below.
2 More concise. See example below.
3 More concise. See example below.
4 Simplified.
TRUE Classic.
FALSE Simplified.

Example:

Example Formula Description (Result)
=ROMAN(2011) MMXI Converts 2011 to Roman (MMXI)
=ROMAN(499,0) Classic or Omited CDXCIX Converts 499 to Roman (CDXCIX)
=ROMAN(499, True) Classic CDXCIX Converts 499 to Roman (CDXCIX)
=ROMAN(499,1) More Concise LDVLIV Converts 499 to Roman (LDVLIV)
=ROMAN(499,2) More Concise XDIX Converts 499 to Roman (XDIX)
=ROMAN(499,3) More Concise VDIV Converts 499 to Roman (VDIV)
=ROMAN(499,4) Simplified ID Converts 499 to Roman (ID)
=ROMAN(499, False) Simplified ID Converts 499 to Roman (ID)

Use of the Roman function on Chandoo.org:

Nil


Factdouble

Factdouble returns the double factorial of a number and is expressed in mathematics as n!!

Double factorials are used in probability theory and other higher levels of mathematics and is really just a way to simplify an otherwise complex expression

If the number is Even Factdouble = n(n-2)(n-4)…(4)(2)

If the number is Odd Factdouble = n(n-2)(n-4)…(3)(1)

So it is simpler to write 10!! than 10x8x6x4x2

Use:

=Factdouble( number )

Example:

Example Result Description (Result)
=Factdouble(8) 384 Factdouble of 8 = 8x6x4x2 = 384
=Factdouble(9) 945 Factdouble of 9 = 9x7x5x3x1 = 945

 

Use of the Factdouble function on Chandoo.org

Not used

 

Bahttext

Converts a number to Thai Text represention of the number

Use:

=Battext( Number)

Example:

=Bahttext(250) , Returns

Use of the Bahttext function on Chandoo.org:

Not used

 

Examples

An example file with worked examples from all the above functions is available from the following link; Example File

The file is compatible with all Excel versions.

 

What Functions Have You Discovered?

What Functions Have You Stumbled Onto?

Let us know in the comments below:

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18 Responses to “Best Charts to Compare Actual Values with Targets – What is your take?”

  1. Andy Cotgreave says:

    Great post. I can't vote, though, because the answer I want to put down is "it depends". As with all visualisations, you've got to take into account your audience, your purpose, technical skills, where it will be viewed, etc.

  2. Jon Peltier says:

    I'm with Andy: It depends. Some I would use, some I might use, some I won't touch with a barge pole.
     
    Naturally I have comments 🙂
     
    The dial gauge, though familiar, is less easy to read than a linear type of chart (thermometer or bullet). It's really no better than the traffic lights, because all it can really tell you is which category the point falls in: red, yellow, or green.
     
    By the same token, pie charts are so familiar, people don't know they can't read them. Remember how long it takes kids to learn to read an analog clock?
     
    Bullet charts don't show trends.
     
    With any of the charts that have a filled component and a marker or ine component, it makes more sense to use the filled component (area/ column) for target, and the lines or markers for actual.

  3. [...] Best Charts to Compare Actual values with Targets (or Budgets … [...]

  4. Tony Rose says:

    I voted for #6 even though I agree with the other comments that it depends.

    The majority of the votes are for the #2, thermometer chart. I still have yet to understand what happens when you are above plan/goal, which was brought up in yesterday's post.

    Also, I agree with Jon in that it would be better to flip the series and make the filled part the target or goal and the line or marker the actual.

    I am also a fan of using text when appropriate if the data is among other metrics in a type of dashboard. Calling it out by saying actual and % achievement is a good option.

  5. Another "it depends" vote. Are you just looking at one or are you comparing a number of targets with actuals? You didn't include a text box. The problem with sentences is that they can get lost in a page of gray text. A text box can call attention to the numbers and line them up effectively.

    I'm with Jon: "Some I would use, some I might use, some I won’t touch with a barge pole" and I'm surprised that some of your readers voted for the last group.

  6. Bob Gannon says:

    Jon says:
    With any of the charts that have a filled component and a marker or line component, it makes more sense to use the filled component (area/ column) for target, and the lines or markers for actual.
    Why does this make more sense? I like 6 the way it is, although I would use a heavy dash for the plan/target marker.

  7. "It depends" is also my take. What I usually try to drill into my clients dashboard design is the fu ndamental difference between spot results (am I on target for this month) and long term trends.. I always try to create 3 different set of graphs to represent real perormance:
    - spot results vs objectives
    - cumulative results vs objectives
    - long-term trend (moving average) mostly) to see where we're going

  8. [...] Best Charts to Compare Actual Values with Targets – What is your take? (tags: excel charts) [...]

  9. Jamie Regan says:

    Jon says:
    With any of the charts that have a filled component and a marker or line component, it makes more sense to use the filled component (area/ column) for target, and the lines or markers for actual.
    Why does this make more sense? I like 6 the way it is, although I would use a heavy dash for the plan/target marker.

    I totally agree, Bob. I would normally favour a line for the target and a column for the actual, you can see quite easily then which columns break through the line, then.

  10. [...] best charts to compare actual values with targets — den Status mal anders zeigen, z. B. als Tacho [...]

  11. zzz says:

    Thermometer charts: "Not appropriate when actual values exceed targets" - this is easily solved by making the "mercury" portion a different color from the border, then you can clearly see where the expected range ends and the actual values keep going.

  12. Godsbod says:

    People seem to knock gauges quite a bit in dashboarding, but trying to show comparison of realtime data between operating sites and targets for each site can easily be done with a bank of gauges that have the optimal operating points at 12 o'clock.

    The human eye is great at pattern stripping, and any deviation of a gauge from the expected 12 position will quickly register with an operator and attract his attention. Using a colour background, or meter edge, will also indicate the sensitivity of a particular site.

  13. […] work laptop I have a favorites folder just dedicated to Excel charts.  Its got things like “Best Charts to Compare Actuals vs Targets” and “Best charts to show progress“. I love me some charts […]

  14. Albert says:

    I am wondering how will the plotting work, for some of the targets which may have been achieved before time. E.g. for the month of Jul the target was 226 and the actual was 219. So the chart will show a deficit in meeting the target by 7 points but what if this 7 may have been completed earlier in month of June. So ideally it not a deficit.

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