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The Excel Lab: Soundex Search

Updated

Every once in a while, I have a spreadsheet that sits in my ‘lab’ for way too long. At a certain point, I have to admit that I’m never going to finish it completely or do a full blog post on it. I’ve decided just to release one such spreadsheet as is. Perhaps you will be the one to carry it forward? (or, write to tell me I’ve wasted my time?)

I while ago, I read about a phonetic algorithm called Soundex. Soundex is useful (well, there’s some argument about that) for searching through a list of surnames while compensating for common misspellings in those names. Using a dummy dataset and UDF developed by Richard Yanco, I created the following:

Soundex

As the animation demonstrates, you can type in your search term into the ActiveX textbox and both the listbox and graph will automatically update to show you relevant search results and corresponding values. I’ve added some additional search functionality beyond Soundex as well. For each name in the dataset, I’ve assigned a random value to plot.

I’m rather unconvinced of the usefulness of this. I’ll put it you to see if you have any luck with it. For what it’s worth, the mechanism is formula driven. I didn’t use VBA except to set the original Soundex values for each surname (which, you could also probably do without VBA if you were so inclined.)

Download the source file:

soundex.xlsm

Written by

Jordan Goldmeier
Jordan GoldmeierCo-founder, Excel TVFormer Adjunct Instructor, Wake Forest University

Consultant, Anarchy Data · Instructor, Full Stack Modeller

  • Excel
  • Financial Modeling
  • Data Visualization
  • Analytics
Jordan Goldmeier is an accomplished data professional with a wealth of experience across various industries. He currently serves as a consultant at Anarchy Data, where he assists businesses in maximizing the capabilities of Excel for financial planning and analysis. Jordan is also an instructor at Full Stack Modeller and a former Adjunct Instructor in Analytics at Wake Forest University. His extensive career has seen him hold positions as the Chief Operations Officer at Excel.TV, Data Science Manager at DataKind, Data Scientist at Dealer Tire and EY, Analytics & Data Vis Developer at The Perduco Group, and Operations Research Analyst at Booz Allen Hamilton. Jordan's background in data analytics and his passion for Excel make him a valuable resource for businesses seeking to improve their data-driven decision-making processes.

Read more articles by Jordan Goldmeier

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