Ranking Data in MSExcel

MSExcel, despite its bad name for data analysis, can still be a very good tool to reach out to for one-off analysis jobs, especially when the output needs to be interactive. After all, nothing comes close to the reactivity -- as in reactive programming -- simple MSExcel formulae provide that do not require hardcore development skills.¹

Getting our hands dirty

Let's say the requirement is to rank the customers' YTD Trade Count and MTD Trade Count. One method is to do that by hand:

Yeah, it works! But if the number of customers is in the hundreds, doing it by hand is a huge waste of time. We can do better than that.

MSExcel has one handy function LARGE² which the official documentation says:

Returns the k-th largest value in a data set. You can use this function to select a value based on its relative standing. For example, you can use LARGE to return the highest, runner-up, or third-place score.

and its syntax:

LARGE(array, k)

The LARGE function syntax has the following arguments:

• Array Required. The array or range of data for which you want to determine the k-th largest value.
• K Required. The position (from the largest) in the array or cell range of data to return.

Great! Type out the formula =LARGE(B$2:B$5,ROW()-9), copy and paste it across the range B10:C13, and we'll get:

And that yields the following:

ROW() returns the row number of the cell the function is applied to, thus ROW()-16 at B17 signals to LARGE to return the first largest value; at B18 to return second largest...

Although that simply sorts the two columns in descending order, it beats the manual steps in the following ways:

1. Typing out the formula, copy and paste takes only 2 steps, but manual sorting takes 4:
   1. Copy values from B2:B5 and paste them at B17:B20
   2. Sort values in B17:B20
   3. Copy values from C2:C5 and paste them at C17:C20
   4. Sort values in C17:C20
2. MSExcel automatically apply the ordering when any values in B2:C5 change

Type out the rank at column D (actually, for ranks 4th and beyond, using the formula =ROW()-15&"th" can save some typing with some copy & paste laziness):

Replace the hand-coded rank at cell B10 with the formula =VLOOKUP(B2,B$17:$D$17,5-COLUMN(),FALSE), then copy and paste the cell across B10:C12 yields the same result to the do-by-hand version but with an important advantage: any changes to the values in B2:C5 automatically refresh the ranks.

COLUMN returns the column number the function is applied to. The 5-COLUMN() fragment in the VLOOKUP formula is to determine automatically the lookup index. For example, at cell B10, 5-COLUMN() resolves to 3, at cell C10 resolves to 2.

Wrapping up

With no coding, some creative use of MSExcel functions, and lots of copy-and-paste, MSExcel's efficiency is unbeatable. Yes, using pandas or R makes the work reproducible, but sometimes not everything is a nail. MSExcel has its place in data analysis; knowing what tool to use appropriately is far more important and flexing the scripting muscles.

This post Ranking Data in MSExcel first appeared first on Bit by Bit

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1. How many data analysts understand reactive programming? My unscientific survey says "not many." ↩

2. The counterpart to LARGE is SMALL ↩