An Excel Dynamically Expanding Table is a table that automatically adjusts its size and content when new data is added or deleted. This feature is useful for creating dynamic reports, charts, and pivot tables that reflect the latest information in the data source.
There are two main ways to create an Excel Dynamically Expanding Table:
- Using the Table feature in Excel, which converts a range of cells into a formatted table that can expand and contract automatically.
- Using the OFFSET function, which creates a dynamic named range that can refer to a variable number of rows and columns based on a formula.
In this article, we will explain the basic theory and procedures of both methods, and provide a comprehensive explanation with examples and screenshots. We will also compare the advantages and disadvantages of each method, and suggest other approaches if available.
Using the Table Feature
The Table feature in Excel allows you to create a structured and formatted table from a range of cells. A table has several benefits, such as:
- It applies a consistent style and format to the data, such as banded rows, filters, and headers.
- It automatically fills formulas and formats to new rows and columns in the table, saving time and reducing errors.
- It enables the use of structured references, which are easier to read and maintain than cell references.
- It allows you to create dynamic charts and pivot tables that are linked to the table and update automatically when the table changes.
To create a table from a range of cells, you can follow these steps:
- Select the range of cells that contains the data. Make sure the data has headers and no blank rows or columns.
- Go to the Insert tab and click on Table in the Tables group. Alternatively, you can use the keyboard shortcut Ctrl + T.
- In the Create Table dialog box, check the box that says My table has headers, and click OK.
- Excel will create a table with a default style and name. You can change the style and name of the table from the Table Tools Design tab that appears when you select the table.
- You can add or delete rows and columns in the table by using the resizing handles at the bottom-right and top-left corners of the table, or by using the commands in the Table Tools Design tab. The table will automatically expand or contract to fit the data.
Using the OFFSET Function
The OFFSET function in Excel returns a reference to a range of cells that is offset from a given reference by a specified number of rows and columns. The syntax of the OFFSET function is:
=OFFSET (reference, rows, columns, [height], [width])
Where:
- reference is the starting point of the offset. It can be a cell reference, a range reference, or a named range.
- rows is the number of rows to move up or down from the reference. A positive number moves down, and a negative number moves up.
- columns is the number of columns to move left or right from the reference. A positive number moves right, and a negative number moves left.
- height is the number of rows in the returned range. If omitted, it defaults to the height of the reference.
- width is the number of columns in the returned range. If omitted, it defaults to the width of the reference.
The OFFSET function can be used to create a dynamic named range that can refer to a variable number of rows and columns based on a formula. For example, if you have a list of data in column A, and you want to create a named range that includes all the non-blank cells in column A, you can use the following formula:
=OFFSET ($A$1,0,0,COUNTA ($A:$A),1)
This formula returns a reference to a range that starts from cell A1, does not move any rows or columns, has a height equal to the number of non-blank cells in column A (using the COUNTA function), and has a width of 1 column.
To create a named range using the OFFSET function, you can follow these steps:
- Go to the Formulas tab and click on Name Manager in the Defined Names group. Alternatively, you can use the keyboard shortcut Ctrl + F3.
- In the Name Manager dialog box, click on New to create a new name.
- In the New Name dialog box, type a name for the range in the Name box, and enter the OFFSET formula in the Refers to box. Click OK.
- Excel will create a named range with the OFFSET formula. You can use the name in formulas, charts, and pivot tables as a reference to the dynamic range.
Procedures
Using the Table Feature
To illustrate how to use the Table feature to create an Excel Dynamically Expanding Table, we will use the following example data:
Product | Category | Price | Quantity | Sales |
---|---|---|---|---|
A | X | 10 | 100 | 1000 |
B | Y | 20 | 200 | 4000 |
C | Z | 30 | 300 | 9000 |
D | X | 40 | 400 | 16000 |
E | Y | 50 | 500 | 25000 |
The data is in the range A1:E6. We want to create a table from this data and use it to create a pivot table and a chart that will update automatically when the table changes.
The steps are:
- Select the range A1:E6 and go to the Insert tab. Click on Table in the Tables group.
- In the Create Table dialog box, check the box that says My table has headers, and click OK.
- Excel will create a table with a default style and name. You can change the style and name of the table from the Table Tools Design tab that appears when you select the table. For this example, we will name the table ProductData and apply the Table Style Medium 2.
- To create a pivot table from the table, go to the Insert tab and click on PivotTable in the Tables group.
- In the Create PivotTable dialog box, make sure the Table/Range box shows the name of the table, ProductData. Choose where you want to place the pivot table, either in a new worksheet or an existing worksheet. For this example, we will place it in a new worksheet. Click OK.
- Excel will create a blank pivot table in a new worksheet. In the PivotTable Fields pane, drag the Category field to the Rows area, the Product field to the Columns area, and the Sales field to the Values area. You can also change the layout and format of the pivot table from the PivotTable Tools tabs that appear when you select the pivot table.
- To create a chart from the table, go back to the worksheet where the table is, and select any cell in the table. Go to the Insert tab and click on the type of chart you want to create from the Charts group. For this example, we will create a column chart.
- Excel will create a chart based on the table data. You can change the design and format of the chart from the Chart Tools tabs that appear when you select the chart. For this example, we will apply the Style 4 and move the chart to a new worksheet.
- Now, we have a table, a pivot table, and a chart that are linked to each other. If we add or delete data in the table, the pivot table and the chart will update automatically. For example, if we add a new row in the table with the following data:
Product | Category | Price | Quantity | Sales |
---|---|---|---|---|
F | Z | 60 | 600 | 36000 |
The table will expand to include the new row, and the pivot table and the chart will refresh to show the new data.
Using the OFFSET Function
To illustrate how to use the OFFSET function to create an Excel Dynamically Expanding Table, we will use the same example data as before:
Product | Category | Price | Quantity | Sales |
---|---|---|---|---|
A | X | 10 | 100 | 1000 |
B | Y | 20 | 200 | 4000 |
C | Z | 30 | 300 | 9000 |
D | X | 40 | 400 | 16000 |
E | Y | 50 | 500 | 25000 |
The data is in the range A1:E6. We want to create a dynamic named range from this data and use it to create a pivot table and a chart that will update automatically when the data changes.
The steps are:
- Go to the Formulas tab and click on Name Manager in the Defined Names group.
- In the Name Manager dialog box, click on New to create a new name.
- In the New Name dialog box, type a name for the range in the Name box, such as ProductData. In the Refers to box, enter the following formula:
=OFFSET ($A$1,0,0,COUNTA ($A:$A),5)
This formula returns a reference to a range that starts from cell A1, does not move any rows or columns, has a height equal to the number of non-blank cells in column A, and has a width of 5 columns. Click OK.
- Excel will create a named range with the OFFSET formula. You can use the name in formulas, charts, and pivot tables as a reference to the dynamic range.
- To create a pivot table from the named range, go to the Insert tab and click on PivotTable in the Tables group.
- In the Create PivotTable dialog box, make sure the Table/Range box shows the name of the range, ProductData. Choose where you want to place the pivot table, either in a new worksheet or an existing worksheet. For this example, we will place it in a new worksheet. Click OK.
- Excel will create a blank pivot table in a new worksheet. In the PivotTable Fields pane, drag the Category field to the Rows area, the Product field to the Columns area, and the Sales field to the Values area. You can also change the layout and format of the pivot table from the PivotTable Tools tabs that appear when you select the pivot table.
- To create a chart from the named range, go back to the worksheet where the data is, and select any cell in the range. Go to the Insert tab and click on the type of chart you want to create from the Charts group. For this example, we will create a column chart.
- Excel will create a chart based on the named range data. You can change the design and format of the chart from the Chart Tools tabs that appear when you select the chart. For this example, we will apply the Style 4 and move the chart to a new worksheet.
- Now, we have a named range, a pivot table, and a chart that are linked to each other. If we add or delete data in the range, the named range, the pivot table and the chart will update automatically. For example, if we add a new row in the range with the following data:
Product | Category | Price | Quantity | Sales |
---|---|---|---|---|
F | Z | 60 | 600 | 36000 |
The named range will expand to include the new row, and the pivot table and the chart will refresh to show the new data.