In this month's Office Q&A, we combine a matrix and lookup function to create a dynamic age-grouping value.
Vincent asked for help grouping records by age groups. Each person has an age, but he wants to group them by age groups and not by specific ages. Each group is defined by a beginning and ending age. For instance, a child who's 1, 2, or 3 would fall into the 1-3 group. It's a fairly standard need with the group's range controlled by a custom business rule. He knows he can enter the group values manually, but he'd rather not, and that's reasonable.
If you try to write a single expression to do this, you'll end up with a headache. I prefer a simpler approach. In this article, we'll build a matrix that uses a concatenating expression to build each age group. Then, we'll use a VLOOKUP() function to return the appropriate group for each person.
I'm using Excel 2016 on a Windows 10 64-bit system. This solution will work in earlier versions, but the Table object and IFERROR() aren't available in Excel 2003 or earlier. This technique is compatible with 365's browser version. You can work with your own data or download the demonstration .xlsx file.
Where to begin
The first step is to determine the range for each group. Vincent's groups span three years: 1 to 3, 4 to 6, 7 to 10, and so on. As you can see in Figure A, that's where we'll start. The value in H1 represents the range for each age group. You can update this value to change the matrix as needs arise.
The input value in cell H1 is the anchor for the age group matrix we'll build.
You could fill the entire matrix with literal values, but I promise you, if you do, someone will change the rules and you'll have to modify the matrix, cell by cell. By using expressions that reference an input value, you can change the entire matrix by changing only that value.
In most cases, the first group will begin with age 1 (or 0). It's the only literal value you'll use in this matrix—enter 1 in cell F4. Now, let's create the matrix:
- Enter the following expression in cell G4 (Figure B):
- Enter the following expression in H4 to return your first group, 1-3:
- Enter the following expression in cell F5 (Figure C) to return the first age in the second group:
- Copy the expressions in G4:H4 to row 5 (Figure D).
This expression returns the end age value for each age group.
The first age in the next group.
Copy the expressions.
Convert to a Table
The matrix, as is, will work, but a Table is better because a Table is dynamic. That detail will matter later. Let's convert the matrix into a Table object as follows:
- Click anywhere inside the matrix.
- Click the Insert tab.
- Click Table in the Tables group.
- In the resulting dialog, check the My Table Has Headers option (Figure E), if necessary.
- Click OK. The resulting Table is shown in Figure F.
Specify whether the data set has a header row.
Convert the matrix into a Table object.
Completing the matrix is as simple as extending the Table. Grab the bottom-right corner (circled in Figure F) and drag it down. How far down is up to you. Figure G shows a matrix that accommodates groups up to age 66.
Extend the Table to complete the matrix.
Return the age groups
With the matrix in place, complete the solution by using the following VLOOKUP() function in column D:
This function has a few challenges, as you can see in Figure H:
- There's no match for Sylvia, so the function returns the nearest group, 64-66.
- Heather doesn't have an age, so the function returns an error.
- Avery's age of 0 returns an error.
The expression isn't perfect.
Meet the challenges
The first problem, Sylvia, might be hard to detect in a large data set so it's important to consider the possibility in the development stage. In this case, what is the oldest age you'll need to accommodate? There's no one-size-fits-all answer—you need to know your data. For this example, we can quickly extend the Table and VLOOKUP() function, as shown in Figure I, by extending the Table. Earlier, I told you the Table would come in handy. If this weren't a Table, you'd have to update the VLOOKUP() functions in column D to reference the new rows in the matrix.
Extending the Table solves the first problem.
If you need to consider the oldest age, you should also consider the youngest age. The matrix starts at 1, so the blank and 0 values return errors. You can mask them by adding IFERROR() to the expression, as shown in Figure J:
Use IFERROR() to handle the error values.
You could argue that the addition of IFERROR() doesn't handle the errors very well, and I would agree. The function masks the errors, but it doesn't do so in a meaningful way. If it's adequate for your purposes, there's no harm in this simple approach.
Knowing your data and how others will use it is the key. Most likely the blank can be handled with a business rule; simply don't allow blanks. Easier said than done, I know. You could employ data validation and/or conditional formatting to catch blanks to eliminate them.
That leaves us with the 0 value. Should the first age value in the matrix be 0 and not 1? Changing it changes the matrix and data set, as you can see in Figure K, but that change might be appropriate. This ability was built in on purpose to make the sheet easy to adapt when the rules change—that rule being the group's range of years.
Changing the anchor age value in the matrix changes everything.
How you accommodate 0, if it's a valid age value, will depend on how you're using the data. For now, Vincent has a solution that returns the age group labels (in column D) that he can use in ways that are meaningful to him. How would you accommodate a 0 or .5 age value if the first matrix value must be 1? Share your suggestions in the Comments section below.
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