IN-CELL PROGRESS METER IN EXCEL

IN-CELL PROGRESS METER IN EXCEL

Column A - Employee Name
Column B - Target
Column C - Achieved Score
Column D - Achieved % ( Derived Field )

Step 1: Write formula

Put the below formula in cell D2 and drag it down:
=REPT("█",C2)& " " &TEXT((C2/B2),"0.0%")

Step 2: Change column width and alignment

Adjust the width of Column D to make the cells completely filled for 100% score so that your bar does not come out of the cell with the increase in Achieve % and appears as a progress meter. Also, make the contents left aligned.

Step3: Apply conditional formatting

Apply the below conditional formatting rules on Column D. Change the threshold as per your requirement.

CF1:  =($C2/$B2)>0.7
CF2:  =AND(($C2/$B2)>=0.3,($C2/$B2)<=0.7)
CF3:  =($C2/$B2)<0.3

Note - This approach is good if it is applied on small targets like upto 20 or 25. Because if you use it for big targets, you will have to adjust (increase) the column width accordingly which will not come out as an attractive visualization.

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COUNT DISTINCT VALUES USING PIVOT TABLE

I have a column "Product Category" in my dataset having 23 entries including duplicates.

I want to know the distinct number of categories. There are different ways of doing it. In this post, I am going to do it using pivot table.

Step-1: Select your data > Go to Insert Tab > Click on PivotTable or You can use keyboard shortcut Alt + NV. A dialogue box will appear to create pivot table.

Step-2: After selecting the range and worksheet where you want to place the pivot table, check "Add this data to the Data Model" (as shown below) and click OK.

This process takes a few seconds as it loads the data into data model.

Step-3: Drag your field onto the Values area in the Pivot Table list. It will display the count of Product Category in the table (overall count including duplicates).

Now, we will perform two more steps to get the distinct count.

Step-4: Go to Value Field Settings by right clicking on the field in the pivot table.

Step-5: In the appeared dialogue box, select Distinct Count as type of calculation and click OK. You will get the distinct count of product categories.

Note: "Distinct Count" will not appear as type of calculation if you don't check "Add this data to the Data Model" while creating the pivot table.

By formula : Count unique entries from a list of duplicates

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WORKING WITH DATES IN VBA

This post is dedicated on handling the dates in VBA by using some in-built functions. I have explained some functions in short, used to work with dates.

Assigning a datevalue to a variable.

MyDate = "10-12-2017"                       'Directly passing the date
MyDate = DateSerial(2017, 12, 10)      'DateSerial function to assign a date
MyDate = Date                                      'Passing today's date using "date" function

Adding an interval to a date like years, months, quarters etc. We have an in-built function DATEADD for it which takes three arguments Interval, Number, Date.

Example:
DateAdd("yyyy", 1, "10-12-2017")     'Adding one year to a date; new date is 10-12-2018
DateAdd("m", 2, "10-12-2017")          'Adding 2 months to a date; new date is 10-02-2018
DateAdd("d", 3, "10-12-2017")           'Adding 3 days to a date; new date is 13-12-2017
DateAdd("ww", 1, "10-12-2017")       'Adding a week to a date; new date is 17-12-2017
DateAdd("q", 1, "10-12-2017")           'Adding a quarter to a date; new date is 10-03-2018

Similarly, we have other intervals to add hours, minutes and seconds to a date. Strings used to specifiy the others intervals:
"h" - hours, "n" - minutes, "s" - seconds

Fetching or extracting a part of the date. We have DATEPART function in VBA to do the job. It takes four arguments Interval, Date, FirstDayofWeek, FirstWeekofYear. Last two arguments are optional.

FirstDayofWeek - Specifies the weekday that should be used as the first day of the week. Default is vbSunday.
FirstWeekofYear - Specifies the week that should be used as the first week of the year. Default is vbFirstJan1.

Example:
DatePart("d", "10-12-2017")          'Returns day of month (1-31) i.e. 10
DatePart("m", "10-12-2017")         'Returns month i.e. 12
DatePart("yyyy", "10-12-2017")    'Returns year i.e. 2017
DatePart("q", "10-12-2017")          'Returns quarter i.e. 4
DatePart("ww", "10-12-2017")      'Returns week of year (1-53) i.e. 50
DatePart("w", "10-12-2017")         'Returns day of week (1-7) i.e. 1

Likewise DATEADD function, we have other intervals in DATEPART function also. Strings used to specify other intevals:
"h" - hours, "n" - minutes, "s" - seconds, "y" - day of year (1-366)

We also have MONTH and MONTHNAME function to return the month number and name of the month respectively. MONTH function takes a date only as an argument. MONTHNAME function takes two arguments Month, Abbreviation. Second argument is optional which takes boolean value TRUE or FALSE. TRUE to abbreviate the month name like Jan, Feb, Mar etc.

Example:
Month("10-12-2017")                                            'Returns 12
MonthName(Month("10-12-2017"), False)           'Returns "December "
MonthName(Month("10-12-2017"), True)            'Returns "Dec"

Likewise MONTH and MONTHNAME function, we have WEEKDAY and WEEKDAYNAME function to return the day of the week and name of the weekday respectively. WEEKDAY takes two arguments Date and FirstDayofWeek. Second argument is optional which specifies the weekday that should be used as first day of the week. Default is vbSunday if nothing specifies.

WEEKDAYNAME takes three arguments Weekday, Abbreviation and FirstDayofWeek. Last two arguments are optional. Abbreviation takes boolean value TRUE or FALSE. TRUE to abbreviate weekday name like Sun, Mon etc. FirstDayofWeek specifies the weekday that should be used as first day of the week. Default is vbSunday if nothing specifies.

Example:
Weekday("10-12-2017", vbMonday)    'Returns the day of the week i.e. 7
WeekdayName(Weekday("10-12-2017", vbSunday), False, vbSunday)    'Returns "Sunday"
WeekdayName(Weekday("10-12-2017", vbMonday), True, vbSunday)    'Returns "Sat"

Formatting dates. VBA has an in-built function FORMATDATETIME to assign a format to the given date. This function takes two arguments Expression, NameFormat. Second argument is optional.

Example:
FormatDateTime("10-12-2017")                                         'Returns 10-12-2017
FormatDateTime("10-12-2017", vbLongDate)                   'Returns 10 December 2017
FormatDateTime("10-12-2017", vbShortDate)                   'Returns 10-12-2017
FormatDateTime("10-12-2017 09:30:00", vbLongTime)   'Returns 09:30:00
FormatDateTime("10-12-2017 09:30:00", vbShortTime)   'Returns 09:30

Finally, wrapping up this post with ISDATE function used to check whether the passed value is a valid date or not. It takes only one arguement i.e. Expression. It returns TRUE if the passed value is a proper date, time or or a text representation of date or time and FALSE for all non-date strings and numbers.

IsDate("10-12-2017")               'Returns TRUE
IsDate(43079)                           'Returns FALSE
IsDate("Excel VBA Tips")       'Returns FALSE
IsDate(#9:30:00 AM#)             'Returns TRUE

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ENABLE OR DISABLE CHECKBOX ON CLICK OF ANOTHER CHECKBOX

1) Write the below code on the initialize event of  your userform

Private Sub UserForm_Initialize()
Me.ChildBox1.Enabled = False
Me.ChildBox2.Enabled = False
End Sub

It makes the Child-1 & Child-2 disabled which means only the Parent checkbox will be enabled when the userform initializes.

2) Write the below code on Click event of the Parent checkbox.

Private Sub parentbox_Click()

If Me.parentbox.Value = True Then

Me.ChildBox1.Enabled = True

Me.ChildBox2.Enabled = True

ElseIf Me.parentbox.Value = False Then

Me.ChildBox1.Enabled = False

Me.ChildBox2.Enabled = False

End If

End Sub

It makes the Child-1 and Child-2 enabled when Parent is checked and disabled when Parent is unchecked.

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FETCHING DATA FROM A TABLE BASED ON MORE THAN ONE LOOKUP VALUE

Here I want to retrieve values for  Data1, Data2, Data3 & Data4 from the given dataset (A1:F10) based on two lookup values that is EmpCode and Dept.

Formula used in range C13:F13

=VLOOKUP(A13&B13,CHOOSE({1,2,3,4,5},A1:A10&B1:B10,C1:C10,D1:D10,E1:E10,F1:F10),{2,3,4,5},0) with CSE

This can also be done using the Index/Match function. Below is the formula:

=INDEX($A$1:$F$10,MATCH(1,IF($A$1:$A$10=$A$13,IF($B$1:$B$10=$B$13,1)),0),{3,4,5,6}) with CSE

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FORMULA TO ASSIGN RANK (RANK FUNCTION ALTERNATIVE)

We have a in-built RANK function in excel to assign rank to our data but the issue with this function is it skips ranking(s) if there is a tie. In above case, it assigns 3 to 40 and 5 to 38 and skips ranking 4. But the formula that has been used in column C is a perfect substitute for it and returns the correct rankings even if there are duplicate values in our data. It can be used in place of excel RANK function.

Formula used in C2:C11

=SUM(0+(FREQUENCY(IF($A$2:$A$11>A2,$A$2:$A$11),$A$2:$A$11)>0))+1 with CSE

You can use "<" in place of  ">" if you want to assign the ranking in ascending order.

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FORMULA TO REVERSE DIGITS IN A CELL

I explored a lot on internet for a customized formula which can reverse the digits in a cell and found many solutions using VBA user defined function or by installing add-in but couldn't find any help with excel formula. So here is the formula for it that I developed after 3 hours of struggle:)

=SUMPRODUCT(MID(A1,ROW(INDIRECT("1:"&LEN(A1))),1)*1,POWER(10,ROW(INDIRECT("1:"&LEN(A1)))-1)) 

Please post in comment section if you have some other short and simple way to do it.

Thanks!