Tidy data for librarians

Dates as data

Overview

Teaching: 20 min
Exercises: 0 min
Questions
  • How are dates handled by computers?

Objectives
  • Describe how dates are stored and formatted in spreadsheets.

  • Describe the advantages of alternative date formatting in spreadsheets.

  • Demonstrate best practices for entering dates in spreadsheets.

Dates in spreadsheets are stored in one column. Whilst this seems the most natural way to record dates, it actually is not a good practice. A spreadsheet application will display the dates in seemingly correct way (for the human eye) but how it actually handles and stores the dates may be problematic.

In particular, please remember that functions that are valid for a given spreadsheet program (be it LibreOffice, Microsoft Excel, OpenOffice.org, Gnumeric, etc.) are usually guaranteed to be compatible only within the same famly of products. If you will later need to export the data and need to conserve the timestamps you are better off handling them using custom solutions.

Let’s try with a simple challenge.

Challenge: pulling month, day and year out of dates

=MONTH(A3)
=DAY(A3)
=YEAR(A3)

(Make sure the new column is formatted as a number and not as a date.)

Discussion

You can see that some entries have been added more recently, and even though the person adding them intended 2015, Excel has actually used the current year (2017).

Exercise: pulling hour, minute and second out of the current time

Current time and date are best retrieved using the functions NOW(), which returns the current date and time, and TODAY(), which returns the current date. The results will be formatted according to your computer’s settings.

Preferred date format

Instead it is much safer to store dates with MONTH, DAY and YEAR in separate columns or as YEAR and DAY-OF-YEAR in separate columns.

Note

Excel is unable to parse dates from before 1899-12-31, and will thus leave these untouched. If you’re mixing historic data from before and after this date, Excel will translate only the post-1900 dates into its internal format, thus resulting in mixed data. If you’re working with historic data, be extremely careful with your dates! Excel also entertains a second date system, the 1904 date system, as the default in Excel for Macintosh. This system will assign a different serial number than the 1900 date system. Because of this, dates must be checked for accuracy when exporting data from Excel (look for dates that are ~4 years off).

Data formats in spreadsheets

Spreadsheet programs have numerous “useful features” which allow them to “handle” dates in a variety of ways.

Many formats, many ambiguities

But these ‘features’ often allow ambiguity to creep into your data. Ideally, data should be as unambiguous as possible.

Dates stored as integers

The first thing you need to know is that Excel stores dates as a number - see the last column in the above figure. Essentially, it counts the days from a default of December 31, 1899, and thus stores July 2, 2014 as the serial number 41822.

(But wait. That’s the default on my version of Excel. We’ll get into how this can introduce problems down the line later in this lesson. )

This serial number thing can actually be useful in some circumstances. By using the above functions we can easily add days, months or years to a given date. Say you had a sampling plan where you needed to sample every thirty seven days. In another cell, you could type:

=B2+37

And it would return

8-Aug

because it understands the date as a number 41822, and 41822 + 37 = 41859 which Excel interprets as August 8, 2014. It retains the format (for the most part) of the cell that is being operated upon, (unless you did some sort of formatting to the cell before, and then all bets are off). Month and year rollovers are internally tracked and applied.

Note

Adding years and months and days is slightly trickier because we need to make sure that we are adding the amount to the correct entity.

As for dates, times are handled in a similar way; seconds cam be directly added but to add hour and minutes we need to make sure that we are adding the quantities to the correct entities.

Which brings us to the many different ways Excel provides in how it displays dates. If you refer to the figure above, you’ll see that there are many, MANY ways that ambiguity creeps into your data depending on the format you chose when you enter your data, and if you’re not fully cognizant of which format you’re using, you can end up actually entering your data in a way that Excel will badly misinterpret.

Question
What will happen if you save the file in Excel (in csv format) and then open the file using a plain text editor?

Note

You will notice that when exporting into a text-based format (such as CSV), Excel will export its internal date integer instead of a useful value (that is, the dates will be represented as integer numbers). This can potentially lead to problems, if you use other software to manipulate the file.

Advantages of Alternative Date Formatting

Storing dates as YEAR, MONTH, DAY

Storing dates in YEAR, MONTH, DAY format helps remove this ambiguity. Let’s look at this issue a bit closer.

For instance this is a spreadsheet representing insect counts that were taken every few days over the summer, and things went something like this:

So, so ambiguous, it's even confusing Excel

If Excel was to be believed, this person had been collecting bugs IN THE FUTURE. Now, we have no doubt this person is highly capable, but I believe time travel was beyond even his grasp.

Entering dates in one cell is helpful but due to the fact that the spreadsheet programmes may interpret and save the data in different ways (doing that somewhat behind the scenes), there is a better practice.

In dealing with dates in spreadsheets, we recommend separating date data into separate fields (day, month, year), which will eliminate any chance of ambiguity.

Storing dates as YEAR, DAY-OF-YEAR

There is also another option:
You can also store dates as year, and day of year (DOY). Why? Because depending on your question, this might be what’s useful to you, and there is practically no possibility for ambiguity creeping in.

Statistical models often incorporate year as a factor, to account for year-to-year variation, and DOY can be used to measure the passage of time within a year.

So, can you convert all your dates into DOY format? Well, in Excel, here’s a handy dandy guide:

Kill that ambiguity before it bites you!

Storing dates as a single string

Another alternative could be to convert the date string into a single string using the YYYYMMDDhhmmss format. For example the date March 24, 2015 17:25:35 would become 20150324172535, where:

YYYY:   the full year, i.e. 2015
MM:     the month, i.e. 03
DD:     the day of month, i.e. 24
hh:     hour of day, i.e. 17
mm:     minutes, i.e. 25
ss:     seconds, i.e. 35

Such strings will be correctly sorted in ascendng or descending order, and by knowing the format they can then be correctly processed by the receiving software.

Key Points