All articles with 'downloads' Tag

Imagine you are head of human resources at Casual Contracting Co. Every month you hire a lot of temporary staff who spend 1-4 months with CCC before leaving. Sometimes you hire the same people again. Of late, you have noticed a strange process gap. You are paying same person two (or more) salaries.

This is because you are hiring a person for new temp role even before their current one ended. See above picture.

So how to avoid making such hiring boo-boos.

Simple, using Excel of course.

Excel Tables have been around for a decade now (they are introduced in Excel 2007), and yet, very few people use them. They are versatile, easy and elegant. At Chandoo.org, we celebrate Tables all the time. If you have never used them, start with below tuts.

• Introduction to Excel tables
• How to use structured referencing
• Tables and Relationships in Excel
• Using lookups and other formulas with Excel tables
• Simple way to get absolute references in Tables
• Customizing table styles for awesome usability

While tables are super helpful, they do come with some limitations. Today let’s examine one such unique problem and learn about an elegant solution.

Imagine you run an office furniture company. You want to stop reordering two brands of furniture – Relaxer (a type of chair) and Boca Top (a type of table). You currently have 20,000 Relaxer chairs and 5,000 Boca Tops. These are valued at $200,000 and $100,000 respectively. When sold, they will yield $100,000 and $25,000 gross profit. You are hoping to sell them off in 2 or 3 years. You forecast that we can sell off these as per some yearly schedule.

You need to analyze this and prepare a cash flow model.

Let’s learn how to answer such open ended questions using various analysis techniques in Excel.

It is Easter time, and that means time for another fun Easter Egg hunt in the spreadsheet. For the last 8 years (since 2009), I have been running Easter Egg hunt at Chandoo.org. This year too, I have prepared an exciting egg extraction enigma for you. Check it out.

Can you find all the 5 hidden cells in this workbook?

First step. Download this workbook. There are five worksheets, each containing one egg. You need to find the hidden cell in each worksheet.

Few days ago, I saw a beautiful homemade science experiment on Sand Pendulums on Bruce Yeany‘s YouTube channel. Go ahead and check it out. It is a cool project to do with your kids.

I will try this experiment with kids during school term holidays around Easter. But first, I wanted to try the simulation in Excel.

Simulating sand pendulum pattern in Excel

Take a look at the final simulation above. This is what we will create in Excel.

Late. Jayaram, my uncle is also a teacher. When I was a kid, I used to spend a lot of time with him, learning all sorts of things. He taught me chess, maths and so many life lessons. I remember one such lesson very vividly.  One day, he asked me to do something. I did it in a very long way. After seeing me struggle for several minutes, he chipped in and showed me how to do it easily. He then said, “when someone asks you where your nose is, you don’t twist arm around your head. You just point to your nose directly.”

The idea is that when you have a direct, simple way to do something, you should use it.

Nose and pivot tables… how are they connected?

We are coming to the point. Read on for full case study and solution.

Let’s say you are the people manager at ACME Inc. You are looking staff list for the months – January and February 2017. You see that we had 4,000 employees in Jan and 4,200 employees in Feb. So what is the churn?

• Is it just 200?
• Or is it the sum of people who left and who joined?
• What if you want to find out how many people moved to new designations / departments or groups?

You see, churn is tricky to figure out.

So why not invite the pros? ie Power Query. 

I started a new consulting gig with NZ Ministry of Business (aside: when I told my daughter about this, she widened her eyes and said ministry of MAGIC!!! ). On my first day, while having lunch in breakout area, I chatted with the gentleman sitting opposite me. We got talking about this and that and eventually the topic turned to What I do at MB. So I told him that I am helping the HR with some data analysis and reporting using Excel & SQL Server. He asks me, “So you must be familiar with Excel object model”. I said, “oh, why yes”. He then asks me, “I have this problem that is bothering me for years. You see, I get a lot of data. And I use Find (Ctrl+F) to find all the cells that contain certain code. But the results are all over the place. I want to know how to extract all the finds to a target worksheet – value & address format.”

I explained him how to do this while chewing mouthfuls of rice & veggies.

But once I am home, I thought, “hey, maybe there are others out in the world who want to do this”.

So here we go.

In this amazing guest post, the winner of our 2016 dashboard contest – Chandeep – Explains how he constructed the jaw dropping beauty (shown above) using Excel, creativity, love and sweat. Grab a full cup of coffee (or whatever liquid fancies you) and read on. Take lots of notes and play with the ideas in Excel while reading to maximize your learning.

Thanks Chandeep.

We recently went on a road trip around parts of New Zealand’s north island. We have been to Taupo, Rotorua, East Cape and Napier. It took us 2 weeks, we drove more than 2,000 km and spent almost NZ $3,000 on the trip. Of course, being a data nerd, I made a plan of the trip in Excel and that helped us budget for this.

After getting back to home, I thought it would be fun to polish the planner workbook and share it with you all so you too can plan a fabulous road trip. So here we go.

Let’s talk about the untrimmable spaces.

We all know that TRIM() removes extra spaces from the beginning, ending and middle of a text.

So for example, if A1 has ” something and    one   more    ”

TRIM(A1)

will give “something and one more”

We can use CLEAN() function to remove non-printable characters (like the ASCII codes 0 to 31).  Of course, SPACE is technically a printable character, so CLEAN() won’t remove spaces.

The untrimmable spaces…?

The other day Sreekanth emailed me a sample of data and asked, “how do I remove the spaces in this list and convert them to numbers?”

Naturally I tried to TRIM().

But the data won’t budge. See above.

Hmm, let’s investigate why.

Let’s say you have some employee data in employee name, manager name format. But the data is all in one column, with odd rows containing employee names & even rows containing manager names. Something like above.

And you want to find out who is the boss for a given employee. Say, “Andrea Nichols”.

Your regular MATCH() formula for Andrea over the data range returns wrong answer as it will find first occurrence of Andrea (which in this case happens to be on even row, hence a manager record).

So how would you write the lookup formula?

First a quick personal update: There has been a magnitude 7.8 earth quake in NZ on 14th November 2016 early morning. It is centered in Kaikoura, which is about 250 km away from Wellington. We did feel several shakes and after shocks. It has been an interesting and often scary experience. But my family is safe. I feel very sad for the all the damage and the loss for families in NZ. If you suffered from this quake, My prayers and thoughts are with you.

Yesterday, a friend asked me an interesting question. He has school distance data, like above. He wants to know which is the closest school for each school.

There are a few ways to answer this question. Let’s examine two approaches – formulas & pivot tables and see the merits of both.

It is election time in USA, and that means there is a whole lot of drama, discussions and of course data analysis. There are tons of cool visualizations published on all the data. Previously, we talked about “How Trump happened” chart.

Today let’s take a look at the beautiful decision tree chart by NY Times explaining what would happen if each of the 10 swing states vote for Democrats or Republicans. Go ahead and look at that chart. And when you are done playing with it, come back.

My first thought after looking at the chart is: Wow, that is cool. I wonder how we can recreate that experience in Excel?

But as you can guess, making a dynamic tree visualization in Excel is pretty hard. You can create a bubble chart mixed with XY chart to show all the nodes of the decision tree, but as this tree has 2^10 nodes at the bottom level (and 2^11-1 total nodes) our chart would look very clumsy and busy.

So, instead of replicating NY Times chart, why not make our own version that explains the data? You can reuse this idea when visualizing outcomes of several what-if scenarios.

Anyone who has made a pivot table and their grandma knows that formatting them is a pain. Let’s recap the steps to apply one of the most common formats – currency format.

1. Right click on any value field
2. Go to Value field settings
3. Click on “Number Format” button
4. Choose Currency format
5. Close the boxes, one after another

Unless you get paid per click, you wont be happy with all those clicks.

Wouldn’t it be cool to just click once and apply most common format to your pivot fields?

Of course you can. Just add oneClickCurrency macro to your personal macros workbook. And then add this to your Home ribbon as a custom button and you have a one click format option for any pivot.