How to Use Excel's New TAKE Function to Impress Your Boss and Colleagues

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Okay, so there is a function in Excel called  the TAKE function. It's a function that's easy   to remember, it's also easy to write. But you  might be wondering, "what am I going to use this   for?" Well, I'm going to give you some ideas right  now. For example, with TAKE you can grab the last   rows of your data set. This makes it easier to do  calculations like the average spend of the last   5 campaigns or calculate the average sales  of the last 12 months. As your data set grows,   TAKE is able to go down to the bottom  of your data set and grab the number of   rows that you need. If you're familiar with  the OFFSET function, this TAKE function is   a lot easier to write and remember. Other there  cool things you can do is something like this:   you have the ability to return the names that are  associated with the highest cost and the lowest   cost. And here's the great bit, you actually just  need a single TAKE function formula to return   both results. You don't have to write two separate  functions. I'm going to show you how in a second,   but first, let's rewind, go back to the basics,  and see how TAKE works before we build on it. Yeah, the TAKE function is super easy to get the  hang of. All you need is an array. This can be a   single column, it can be a single row, or it can  be a matrix like the content of this table. Then,   you have to define the number of rows. If I put  3, for example, and I close the bracket,   press Enter, I get the first three rows returned.  So, notice, it's not just the third row,   but it's everything before it as well. If I put  -3, so if you work with minus numbers, you get   the last rows returned. So, this now is the last  three rows. If you wanted everything returned,   you just leave it empty. So, you add that  separator, then you press Enter, and you return   all the rows. If you wanted specific columns, so  let's say I wanted the first two columns, I can   move on to the column argument, put it two, and  now I have all the rows of the first two columns.   If you're wondering what the difference between  TAKE and CHOOSECOLS or CHOOSEROWS function   is, here it is. Let's take CHOOSECOLS. My  array is going to be the same thing. Now, for   column, it says column number one, column number  two. If I put a 2, close the bracket, press Enter,   I just get the second column returned. If I put  a 1 after the 2, I get the second column and   then the first column returned. So, with CHOOSCOLS, I get to define specific columns I want   returned. The same would CHOOSEROWS, I can define  specific rows I want returned, whereas with TAKE,   it's going to take everything up to and  including the row and the column I define here. Now that we have the basics out of the  way, let's see how we can use the TAKE   function to calculate the average spend  of the last five marketing campaigns. So,   here I have my marketing data. Here's the campaign  name, conversions, and marketing spend, and I want   to calculate the average of the last five. So,  that would actually be this number right here,   and I want to use the TAKE function to make  this dynamic. So, as my data set grows,   everything updates automatically. Let's start  from the inside first, and then we can build on   this like Lego. The array is my marketing spend,  and I want to return always the last five. So,   I'm going to go with -5. I can skip  the columns argument, press Enter,   and I get the last five numbers. Now, I'm just  going to stick this inside the AVERAGE function,   and I have the average of the last five  campaigns. If I happen to have more campaigns,   just copy and paste this, and my results are  going to update automatically by taking the   average of the last five rows, and we can see  that number is identical to this number here. Now, let's see how we can combine TAKE together  with the FILTER function. Here, we want to   return the last five campaigns where marketing  spend was greater or equal to one thousand. So,   we can use the FILTER function first to get that  done. We just want the campaigns returned. So,   I'm going to filter for campaign name. I want to  include only the column where marketing spend is   greater or equal to one thousand. Now, when I  press Enter, I return everything that's greater   or equal to 1000, but I only want to take the last  five campaigns. So, we're going to put this inside   the TAKE function and go with -5 to get the last  five campaigns. Now, again, this is dynamic. Of   course, if I put this in and change this to LG  Expo, the campaign is automatically included. Now, let's see how we can combine TAKE with the  SORT functions to do a top end or bottom end type   of analysis. So, let's say we wanted to grab  the campaign names that had the highest cost   associated with them. Well, first, we need to get  the campaign name sorted by cost. Here, we can use   the SORTBY function. This is great whenever you  want to sort a column by another column. What we   want to return is the campaign name. We want to  sort this by average cost. Now, if I leave this   unchanged, close the bracket, press Enter, I  get campaign names sorted by cost in ascending   order. So, Gail's Genius has the lowest cost.  If you wanted them sorted the other way around,   so in descending order, we can just expand on this  and define our sort order to be descending. So,   -1, and now we get everything sorted by the  highest cost first. So, Pinkman's Power is   the campaign that has the highest cost. Now, what  do I do if I wanted the top three returned? Well,   we can put this inside the TAKE function and  define three for the rows. If we wanted the   lowest cost returned, we would put -3 to grab  the last three records. What if I want the   highest cost and the lowest cost in the same  formula? Well, here's what you can do. You   need to use the curly brackets, which is always  difficult for me to find on my keyboard. Then,   you put a 1 for the highest cost because we're  sorting everything in descending order, semicolon,   -1 to grab the campaign from the bottom,  and close the curly bracket, press Enter,   and we get the highest cost and the lowest cost  returned with the same formula. Now, one thing to   point out is that I use semicolon here to spill  these vertically. If I use a comma, I spill them   horizontally. Now, whether you use a semicolon or  something else like a backslash depends on your   regional settings. I have US regional settings.  That's why the semicolon spills these vertically. Now, it's time for TAKE and VSTACK together. We want  to grab the top five campaigns of 2023 and 2022.   So, 2022 data is in a separate table. Then, we  want to grab the top five based on the average   cost, so the lowest average cost campaigns. So,  we're going to need VSTACK to place one data set   on top of the other. And then, we'll probably need  to sprinkle in some other functions as we come   across new challenges. But let's start from the  inside first. VSTACK allows us to grab one array,   which is this table in this case, and add another  array to this. So, this is the content of our   second table. When I press Enter, I get both added  on top of each other. The great thing is it's   dynamic. If the first table expands, my data set  is going to expand automatically. Right? Notice   this new line was added, and then it continues  with the content of the second table. Okay,   so I'm just going to reverse this out. Now, what  other function do we need here? We want to sort   based on average cost per conversion, right? So,  that's our fourth column here. Let's use the SORT   function for that. We're going to sort this result  that we can see here based on the fourth column.   Close the bracket, press Enter. Now, we have our  average cost per conversion sorted in ascending   order. We don't want all columns returned,  right? We just want campaign and average cost.   Campaign is in the first column, average cost  is in the fourth column. So, here, because we   want specific columns returned, we can use the  CHOOSECOLS function. Our array is what we can   see here, it"s the result of our formula, and we want  to return the first column and the fourth column.   Okay, so we're getting closer to what we  want. There is one last step, and you've   probably guessed what that is by now. That is  the TAKE function. We want to only grab the top   five records. So, our array is this, and we just  need the top five rows. And that's our results. Okay, so I hope you enjoyed these different ways  you can use the TAKE function in Excel. If you can   think of other use cases, share it with us below  in the comments. I'd love to see those. Thank you   so much for being here. Thank you for watching,  and I'm going to catch you in the next video.
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Channel: Leila Gharani
Views: 431,871
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Keywords: XelplusVis, Leila Gharani, Advanced Excel tricks, Excel online course, Excel tips and tricks, Excel for analysts, Microsoft Excel tutorials, Microsoft Excel, Excel 2016, Excel 2013, Excel 2019, XelPlus, Microsoft 365, Excel 365, Excel TAKE function, topn function excel, lookup values but keep last values, excel tutorial, excel functions, excel formulas
Id: z66-6WVZSFY
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Length: 10min 21sec (621 seconds)
Published: Thu May 25 2023
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