Are you AND(“In IT”, “Use Excel”)? Then this article is for you. Here is my list of top 10 Excel formulas for people in IT. As software miners use Excel differently than other folks, this article highlights important use cases for you. These examples will particularly help project managers, IT analysts, testing people and business analysts.
Don’t forget to download the example workbook.
Video - Top 10 Excel formulas for IT people
If you don’t want to read the article, watch this video for my recommended top 10 Excel formulas for IT people.
Download Example Workbook
Click here to download the 10 Excel formulas workbook. Use the sample data and completed formulas to learn all of these.
Sample data for these formulas
For most situations in these top 10 examples, I will be using the below two column dataset (named testing). This shows number of test cases completed on daily basis for the month of May 2020.
1. Count values between dates
Let’s say you want to count how many test cases were completed between dates 6-May-2020 and 16-May-2020.
You can use below formula:
=SUMIFS(testing[Test cases done],
testing[Date],”>=6-May-2020″,testing[Date],”<=16-May-2020″)
To see all testcase data for the given date range in cells J4 & J5, you can use FILTER function.
=FILTER(testing, (testing[Date]>=J4)*(testing[Date]<=J5))
2. Lookup a value
=XLOOKUP(“18-May-2020”,testing[Date],testing[Test cases done])
=VLOOKUP((“18-May-2020”,testing,2,FALSE)
3. Gap between two dates
Dates & time values are used often in IT situations (project planning, estimation etc.) To calculate the gap between two dates, simply subtract one from another. Like this:
=date2-date1
4. Working days between two dates
What if you want to calculate the FTE (full time equivalent) for a project module. You can use NETWORKDAYS formula to find out the number of working days between two dates and multiply that with headcount to get FTE required.
Something like this:
Number of working days =NETWORKDAYS(date1, date2)
Number of working days with Friday, Saturday weekend =NETWORKDAYS.INTL(date1, date2, 7)
Working days for 4 day workweek (MTWT) =NETWORKDAYS.INTL(date1, date2,”0000111″)
The pattern 0000111 refers to Monday to Thursday as working days (0) and Friday to Sunday as weekend (1).
5. Nth smallest item
We can use MIN() to find the smallest item in any data (and MAX() for largest). But what if you want to find the 2nd smallest item or 4th largest one?
You can use SMALL() and LARGE() formulas for this purpose. See below examples:
2nd smallest number of cases in any day =SMALL(testing[Test cases done],2)
3rd highest number of cases in any day
=LARGE(testing[Test cases done],3)
Which date had 2nd smallest number of cases completed?
=XLOOKUP(SMALL(testing[Test cases done],2),
testing[Test cases done],testing[Date])
6. One week moving average
Moving averages help with understanding the trend. Let’s say you want to know what is the 7 day moving average of test cases done? You can use AVERAGE formula with relative references, as illustrated below.
7. Extract portions from text
You can use Excel’s flash fill to extract portions of text on one time basis. If you want to make it more dynamic then you must learn the text formulas. There are many, but start with these 4.
- FIND – to find the position of one text in another
- LEFT – to get part of text from left
- RIGHT – to get part of text from right
- MID – to get text from the middle
Here is an example to extract user name from email address in cell J4 (john.doe@acme.com)
=LEFT(J4, FIND(“@”, J4)-1)
8. Combine text values
If you want to combine a bunch of values but include a separator in between, use TEXTJOIN function. Here is an example to combine email addresses in cells J4:J8
=TEXTJOIN(“, “,,J4:J8)
9. Generate random data
Excel has many useful functions to create random data. If you just want a random number between two values, use the RANDBETWEEN() function. To generate a bunch of random values, use the newly introduced RANDARRAY() function. See these examples:
10 Random whole numbers between 1 & 100:
=RANDARRAY(10,,1,100,TRUE)
A random phone number:
=RANDBETWEEN(1111111111, 9999999999)
8 random dates in year 2020:
=RANDARRAY(8,,”1-JAN-2020″,”31-DEC-2020″,TRUE)
Other examples of random data in Excel:
10. Avoid errors
Just as you want to have bug free code, your Excel files should also be devoid of errors. You can do this in below ways:
- Use if not found option with functions like XLOOKUP, FILTER, XMATCH etc.
- Use IFERROR to print alternative message when your formula has error
- Check errors with ISERROR function
Download Example Workbook
Click here to download the 10 Excel formulas workbook. Use the sample data and completed formulas to learn all of these.
Something else?
Do you want to learn more? Please share your questions or suggestions in the comments box. I will create a post or video to help you.
Also check out the Top 10 formulas for data analysis page for few more ideas.
29 Responses to “Customer Service Dashboard using Excel [Dashword Week]”
Looks good, Mara. Keep up the good work!
Thx Mara, your work is great, congratulations...
wow ! Great stuff Mara !!
I am amazed on the work you did !
What I like about your dashboard
1. The first impression is the colors used. Very smart use of colors that matches each other, easy on the eye - make people wants to find out more !
2. Clear message shown for the tweetboard for Quick overview on the state of situation.
3. Use of creative titles for your charts "Information Desk".
4. Clear and uncluttered charts. Gives reader a clear perspective with good use of charts colors too.
5. Good use of Legend to describe what color meant "Highest Sales out of the three months"
6. Of course, good use of Check boxes and Slider bar to offer interactiveness on your charts.
Suggestions
1. You may want to consider formatting your Y and X axis labels to show thousands, in $500K format instead of $500,000, so you can even made your chart look much neater.
2. Budget Variant Chart - This one is special...I took a second look and try to understand it. I am not sure if this is the best chart to visualize Sales VS Budget and Variances. And the Variance of 16.19% is positive, so u may want to use conditional formatting to make it green color, red if negative.
Overall is Great Work and Great Effort !!! Keep it up and I am so proud of you !
Francis Chin
http://www.francischin.com
Great Work Maya, just wondering if "5" Scrollable list of various gift shop items, can compare the previous 2 and current month selected in the above picklist, just one more suggestion if we can use top 5 gift category by using donut and bar mix chart to show sales mix for different months
Chandoo I would like to thank you for posting such helpful tricks for creating dashboards, I have learned a lot from your KPI Dashboard demo, I have created one dashboard to compare performce of Sales Associates, thaks a lot again
Thanks for the idea! Great job! You are giving me a lot of inspiratons!
Thanks everyone for the nice comments. I'm such a novice at this so I was so grateful for Chandoo's class and for everyone who submits ideas on his blog.
Francis: Thanks so much for your comments. You're an inspiration. For the budget variance chart, I actually got that idea from one of Chandoo's post on budget vs actual. There was one that was simple and easy to read so I learned how to do that and made it dynamic. I'm open to any other ideas you have for budget vs actual. I'm always looking for ways to improve.
Sabrina: Thank you for you for your suggestion on the top 5.
Dear Mara,
Great work.
But i one suggestion regarding the INFORMATION DESK graph is consist of month but which year it belong is not there if it would be there it would be great.
Warm Regards
Bhushan Sabbani
+91 98208 26012
Thanks for this idea... Great Stuff !!
Excellent dashboard Mara.
The best I like about the dashboard is the choice of colors. They are cool and not distracting. Thanks for sharing the file.
@Chandoo
Thanks for the dashboard week Chandoo. I am learnt a lot in the last 2 days. I am excited over the next 3 days! 🙂
Regards,
Ravi.
Great work Mara ! Thanks for sharing .
Mara, I liked the line, "Need to be more helpful." Our government needs to print this line, laminate it and post it in all government offices for the staff to see.
Hi there, i have been recently visiting this blog it is really great, the best one for Excel, wish Chandoo great success ahead.
I have one query, if you protect the data sheet the chart with the checkbox gives and error saying the data is protected and cannot be modified, is there a way around. This is cause if we want to publish this to someone who should only see it and do no changes to the data, is it possible please guide.
This could be a silly but bear me i am novice to excel 🙂
Thanks.
nice work.
inspired me a lot, working on few dashboard projects...
[...] Customer Service Dashboard in Excel 14,326 [...]
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dear mara
looks great .any reason why you have not used the bullet chart for the actual vs target chart.on the whole it is simple and elegant .jay.
Dear Chandoo,
The word Dashboard in the heading is misspelt.
Wow. Very Nice work Mara. Next week I am going to take the Course, I will try to post my work here.
Thank you so much for your helpful blog. Always appreciated your tips and tricks.
I am proud that you belongs to our Vizag City.
The above comment, I forgot mentioned about Chandoo, those two paras is about Chandoo. 😀
Thank you Mara!
Thx Mara, your work is great, congratulations…
Great Work Mara!!!!!!!!!!!!!!!!!!!!!!!!!!
Hi Chandoo,
I had been following your blogs for tips and tricks on excel. I am working with Media agency and we collect the data. Now this data has several parameters based on several legends. For eg Class A - legend color red, classB - legend color green and so on. Class A has several characteristics and parameters and heading etc. Now everytime we gather data and make pivot then based on the data in the pilot tables - top 10 we need to insert those in charts manually and also need to change the colors of legends and also. We create nearly 300 slides every month sector wise and it takes nearly our 4-5 days in doing that. Do you have any sample dashboard which will be helpfull to us and we can create it in a day.
Thanks really amazing one,
it helped me in desgining OTACE report
Regards
Gowravan M
9980651792
Awesome Job done here .............
very good master piece but wont to know if you can design KPI's for a financial institution. Thank you
I need help to make performance for our company
we have about 10 products from 5 years old