In simple words, we have to find the range that has the lookup value.
Now, the problem is similar to between formula trick we discussed a few days back, yet very different.
We all know that,
- XLOOKUP formula looks up a value in a table and returns the corresponding value in next column
- MATCH formula looks up a value and tells the position of it in a list
We can use XMATCH:
Since we just want to know which row will contain the value, we can use XMATCH as shown below.
=XMATCH(1, (B6:B15<=C3)*(C6:C15>=C3))
Ok, go ahead, I will give you a minute to soak in the awesomeness of that formula.
Are you back?, well, lets explore what this formula does.
How this works:
- C3 contains our lookup value
- B6:B15 has the lower boundary
- C6:C15 has the higher boundary
- The (B6:B15<=C3)*(C6:C15>=C3) returns a bunch of 1s or 0s. It will be 1 whenever C3 is between column B&C values and 0 otherwise.
- XMATCH will match the first 1, ie the first row that matches the range.
Or even the SUMPRODUCT
Then I thought, “may be SUMPRODUCT formula would work for situations like these?!?”
After playing for a while, I got the perfect formula for this.
- Assuming the value to be looked up is in cell
C3 - The start and end values are in
B6:B15andC6:C15respectively,
We write,
=SUMPRODUCT((B6:B15<=C3)*(C6:C15>=C3),ROW(B6:B15))-5
There are 3 portions in that formula,
(B6:B15<=C3)*(C6:C15>=C3)part: This is checking the range B6:B15 and C6:C15 to find that one set of start and end values that would contain the value in C3. The output would be a bunch of 0s with probably a single 1ROW(B6:B15)part: This just gives running numbers from 6 to 15. When you SUMPRODUCT this with above you get a single number corresponding the row in which the match occurred-5part: We reduce the output value by 5 since our value began in row 6, not row 1.
Use this to lookup date ranges too:
As you can guess, you can easily use the above SUMPRODUCT formula to lookup matching date ranges too a la vlookup for date ranges.
Download Range Lookup Example Workbook:
In the download workbook, you can find both examples (values and dates). Go ahead and download it. Play with it to understand range lookup formula better.
Click here to download the sample workbook.
Do you face range lookup problem?
Often, when working on project planning, I end up checking where a date falls between given set of start and end dates. Earlier, I used helper columns to solve such a problem. But the XMATCH (or SUMPRODUCT) solution above is much more elegant and scalable. Plus it is much more fun to write.
What about you?
Do you face range lookup problem often? How do you solve it? Share your techniques and tips using comments. Thank you 🙂
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...