Ever have data in a calendar format and just wished you can get it in to tabular format? Something like this:
You can use Excel formulas or Power Query to do this. In this article, let’s review formula based approach with two excellent choices.
Calendar to Table Formulas – Video
If you want to understand the formulas, watch below video or read on.
Using SUMIFS formula
We can use the SUMIFS formula to easily get data for any date, as it works with 2D ranges too.
Let’s say our calendar data is in the range B5:H16,
Use the formula =SUMIFS(B6:H16, B5:H15, “1-Aug-2020”) to get value corresponding to 1-Aug-2020.
Notice the difference between Sum range and Criteria range.
We move the sum range one row down so that we can look at dates above and get the corresponding value from below.
Limitations of SUMIFS approach:
- Works only for numbers. If you have text values against each date, then this method will not work.
- Can be wrong. Let’s say one of the values is 44044. Which is the number representation of 1-Aug-2020 (as Excel dates are just numbers. More on working with date & time here) Then our SUMIFS result will be wrong.
Learn more about SUMIFS formula.
Using INDEX formula
We can use INDEX formula to access any item in a range by specifying row & column numbers.
For example, =INDEX(A1:D10, 3,2) will return the value in 3rd row & 2nd column of A1:D10, ie B3 value.
So if we can calculate the row & column co-ordinates for a given date from our calendar, we can easily get the answer.
Column number: As our data is in a calendar format, each date will only fall in the column corresponding to the weekday number. We can use =WEEKDAY(input_date, 2) to get the column number, given that our calendar is from Monday to Sunday.
Row number: Once we know the column number, we can extract the entire column and look for given date in that column with MATCH function. This will give us the row number too. The below formula works fine.
=MATCH(input_date, INDEX(calendar_data, , WEEKDAY(input_date, 2)), 0)
Note: the internal INDEX() formula returns entire column as we omitted row parameter. Read up more on this functionality of INDEX formula.
Here is our final formula (with calendar in range B5:H16)
=INDEX($B$5:$H$16, MATCH(input_date,INDEX($B$5:$H$16,,WEEKDAY(input_date ,2)),0)+1, WEEKDAY(input_date, 2))
Related: Learn more about INDEX formula.
Download Example Workbook
Please click here to download the example file with calendar data to table format formulas. Examine the formulas or write your own to understand this technique.
Other ways to convert calendar format data
- You can use Power Query to do this job. I highly recommend using PQ, if you deal with calendar style data often. Here is a primer on Power Query.
- I have previously written about this problem (with SUMIFS solution) and asked my readers to share their formulas. You can see many other interesting & creative solutions here
- VBA: You can use a simple macro to quickly reshape the data. This is a preferred option only if you can’t use Power Query. Here is a tutorial with such macro. The comments on this link also feature many Power Query based transformations.
How would you deal with calendar style data?
For something quick and easy, I will use formulas. For an on-going situation, I will use Power Query.
What about you? How would you deal with calendar style datasets? Please share your thoughts in the comments section.
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