I'm trying to count the team members involved in the project using Excel IF + COUNTIF formulas. So far I've been doing pretty well using this formula that checks if this role is in the list on the left, compares it to the right table, and how many people are assigned to this role:
=IF(H10<>"",COUNTIFS($P$9:$P$108,H10,$R$9:$R$108,"Onboard"),"")
But I would like to adjust it so that after doing so it would also add the specific manual number from the Q row. Again, only for the specific role that needs to be checked on the left. Here's what I came up with so far, but it only counts the times it matched:
=IF(H9<>"",COUNTIFS($P$9:$P$108,H9,$R$9:$R$108,"Onboard"),"")+IF(H9<>"",COUNTIFS($Q$9:$Q$108,">0",$P$9:$P$108,H9),"")
How can I modify this formula, so the exact number from the Q9 that matches the role on the left is added to the 'onboard' cell?
Instead of using COUNTIFS on the second part of the formula, use SUMIFS
=IF(H9<>"",COUNTIFS($P$9:$P$108,H9,$R$9:$R$108,"Onboard")+SUMIFS(Q9:$Q$108,$P$9:$P$108,H9,$R$9:$R$108,"Onboard"),"")
SUMIFS will take the exact numbers from the cells whereas COUNTIFS will count the number of occurrences based on the conditions
Also you can combine the COUNTIFS + SUMIFS inside the True statement of your IF function instead of checking the condition again
Related
I am having trouble using lookup functions to achieve the following.
From Table-1, I need to look-up the Items list, and depending on what type of item it is (Fruit/Veg/Seed), pull in the corresponding percentage to Table-2. I have tried to so this using Vlookup and nested IFs but its not working.
=IF((VLOOKUP($A$10:$A$16,$A$1:$E$8,2,FALSE)=$B$9),$C$1:$C$8,IF((VLOOKUP($A$10:$A$16,$A$1:$E$8,4,FALSE)= $E$1:$E$8,""))
You need to do two VLOOKUP's. The first for Cat-1, and the second for Cat-2:
=IF(VLOOKUP($B13,$B$4:$F$10,2,FALSE)=C$12,VLOOKUP($B13,$B$4:$F$10,3,FALSE),
IF(VLOOKUP($B13,$B$4:$F$10,4,FALSE)=C$12,VLOOKUP($B13,$B$4:$F$10,5,FALSE),""))
Enter in C13 and fill across and down.
The second VLOOKUP is entered into the value_if_false portion of the first IF.
I am trying to come up with a formula in excel that allows me to have two separate criteria from two separate lists and then sum the total amount of values that meet those criteria. I can get the set of criteria to work, so
=COUNTIFS(Data!A:A,[#[Sub ID]] section allows me to see the amount of times a specific supID appears in column A. However, the second part where I am trying to see after that how many times any value from a particular list of values appears in a separate list, does not work.
Is there any way to make a formula count one list of values against another list of values without having to name each additional value in the formula.
I could do this if I wrote,
=SUM(COUNTIFS(Data!A:A,[#[Sub ID]],Data!B:B,{"=apples","=pears","=bananas"[....]}))
But I don't want to have to write out each additional value, the list is too long. I just want to have the list in a column so I can reference it in the equation but it wont let me.
=SUM(COUNTIFS(Data!A:A,[#[Sub ID]],Data!B:B,Mapping2!B:B))
You are creating an iterative formula, You want to limit the last criterion to just the data set:
Mapping2!B2:B15
Then use SUMPRODUCT which will force the iteration:
=SUMPRODUCT(COUNTIFS(Data!A:A,[#[Sub ID]],Data!B:B,Mapping2!B2:B15))
I would like to create a succinct Excel formula that SUMS a column based on a set of AND conditions, plus a set of OR conditions.
My Excel table contains the following data and I used defined names for the columns.
Quote_Value (Worksheet!$A:$A) holds an accounting value.
Days_To_Close (Worksheet!$B:$B) contains a formula that results in a number.
Salesman (Worksheet!$C:$C) contains text and is a name.
Quote_Month (Worksheet!$D:$D) contains a formula (=TEXT(Worksheet!$E:$E,"mmm-yy"))to convert a date/time number from another column into a text based month reference.
I want to SUM Quote_Value if Salesman equals JBloggs and Days_To_Close is equal to or less than 90 and Quote_Month is equal to one of the following (Oct-13, Nov-13, or Dec-13).
At the moment, I've got this to work but it includes a lot of repetition, which I don't think I need.
=SUM(SUMIFS(Quote_Value,Salesman,"=JBloggs",Days_To_Close,"<=90",Quote_Month,"=Oct-13")+SUMIFS(Quote_Value,Salesman,"=JBloggs",Days_To_Close,"<=90",Quote_Month,"=Nov-13")+SUMIFS(Quote_Value,Salesman,"=JBloggs",Days_To_Close,"<=90",Quote_Month,"=Dec-13"))
What I'd like to do is something more like the following but I can't work out the correct syntax:
=SUMIFS(Quote_Value,Salesman,"=JBloggs",Days_To_Close,"<=90",Quote_Month,OR(Quote_Month="Oct-13",Quote_Month="Nov-13",Quote_Month="Dec-13"))
That formula doesn't error, it just returns a 0 value. Yet if I manually examine the data, that's not correct. I even tried using TRIM(Quote_Month) to make sure that spaces hadn't crept into the data but the fact that my extended SUM formula works indicates that the data is OK and that it's a syntax issue. Can anybody steer me in the right direction?
You can use SUMIFS like this
=SUM(SUMIFS(Quote_Value,Salesman,"JBloggs",Days_To_Close,"<=90",Quote_Month,{"Oct-13","Nov-13","Dec-13"}))
The SUMIFS function will return an "array" of 3 values (one total each for "Oct-13", "Nov-13" and "Dec-13"), so you need SUM to sum that array and give you the final result.
Be careful with this syntax, you can only have at most two criteria within the formula with "OR" conditions...and if there are two then in one you must separate the criteria with commas, in the other with semi-colons.
If you need more you might use SUMPRODUCT with MATCH, e.g. in your case
=SUMPRODUCT(Quote_Value,(Salesman="JBloggs")*(Days_To_Close<=90)*ISNUMBER(MATCH(Quote_Month,{"Oct-13","Nov-13","Dec-13"},0)))
In that version you can add any number of "OR" criteria using ISNUMBER/MATCH
You can use DSUM, which will be more flexible. Like if you want to change the name of Salesman or the Quote Month, you need not change the formula, but only some criteria cells. Please see the link below for details...Even the criteria can be formula to copied from other sheets
http://office.microsoft.com/en-us/excel-help/dsum-function-HP010342460.aspx?CTT=1
You might consider referencing the actual date/time in the source column for Quote_Month, then you could transform your OR into a couple of ANDs, something like (assuing the date's in something I've chosen to call Quote_Date)
=SUMIFS(Quote_Value,"<=90",Quote_Date,">="&DATE(2013,11,1),Quote_Date,"<="&DATE(2013,12,31),Salesman,"=JBloggs",Days_To_Close)
(I moved the interesting conditions to the front).
This approach works here because that "OR" condition is actually specifying a date range - it might not work in other cases.
Quote_Month (Worksheet!$D:$D) contains a formula (=TEXT(Worksheet!$E:$E,"mmm-yy"))to convert a date/time number from another column into a text based month reference.
You can use OR by adding + in Sumproduct. See this
=SUMPRODUCT((Quote_Value)*(Salesman="JBloggs")*(Days_To_Close<=90)*((Quote_Month="Cond1")+(Quote_Month="Cond2")+(Quote_Month="Cond3")))
ScreenShot
Speed
SUMPRODUCT is faster than SUM arrays, i.e. having {} arrays in the SUM function. SUMIFS is 30% faster than SUMPRODUCT.
{SUM(SUMIFS({}))} vs SUMPRODUCT(SUMIFS({})) both works fine, but SUMPRODUCT feels a bit easier to write without the CTRL-SHIFT-ENTER to create the {}.
Preference
I personally prefer writing SUMPRODUCT(--(ISNUMBER(MATCH(...)))) over SUMPRODUCT(SUMIFS({})) for multiple criteria.
However, if you have a drop-down menu where you want to select specific characteristics or all, SUMPRODUCT(SUMIFS()), is the only way to go. (as for selecting "all", the value should enter in "<>" + "Whatever word you want as long as it's not part of the specific characteristics".
In order to get the formula to work place the cursor inside the formula and press ctr+shift+enter and then it will work!
With the following, it is easy to link the Cell address...
=SUM(SUMIFS(FAGLL03!$I$4:$I$1048576,FAGLL03!$A$4:$A$1048576,">="&INDIRECT("A"&ROW()),FAGLL03!$A$4:$A$1048576,"<="&INDIRECT("B"&ROW()),FAGLL03!$Q$4:$Q$1048576,E$2))
Can use address / substitute / Column functions as required to use Cell addresses in full DYNAMIC.
I am trying to compare two different Excel (2010/xlsx) tables with related data to find matches. They would be on different sheets but in the same workbook (not that it should affect the problem).
I think the best route is some combination of sumproduct, match, and index... but I haven't been able to get them to work so far. I see the main question (cell G17) being solved by creating a subset of rows from Table 2 to compare against their corresponding data in Table 1 (index/match), then using arrays to do a multiple criteria selection to count how many match the criteria I chose (sumproduct).
I have played around with vlookup, countif(s), and sumif(s) but haven't seen a good way to apply them to this problem.
You can use SUMIF as a "quasi-lookup" like this
=SUMPRODUCT((file="doc")*(modified < SUMIF(user,creator,create)))
I'm not sure how to do it in a single cell as you've asked, but I would create an extra column in the second table which uses vlookup to find the created date, and another column containing whether or not the created date is greater than the modified date. Finally, you could use countif to combine them.
To be more concrete, in your example, I would put =vlookup(F3,A$3:D$5,2,FALSE) in cell I3, and =I3>H3 into cell J3, and expand both of these down. Then cell G17 could be given by =countif(J3:J5,TRUE).
Does anyone have any brilliant ideas to simplify this difficult formula? Don't panic when you see it, I will try to explain.
=IFERROR(INDEX(rangeOfDesiredValues,(1/SUMPRODUCT((rangeOfSerials=$D20)(rangeOfApps=cfgAppID)(rangeOfAccessIDs=cfgAccessID)*ROW(rangeOfDesiredValues))^-1)),"")
Currently I am using SUMPRODUCT to do the equivalent of a VLOOKUP with multiple columns as criteria. Usually that only works with number results, but since I need to find text, I'm using SUMPRODUCT in combination with ROW and INDEX.
Unfortunately when no cell is found, my SUMPRODUCT returns 0. This causes the formula to return the incorrect cell rather than blank. For this reason I am running the result through this calculation:
(1 / result)^-1
This way results of 0 become an error, and other results remain unchanged. I feed this into IFERROR, so that errors become blanks.
Does anyone know how to make this neater? I am not able to create new columns in any of my spreadsheets.
It's always best to avoid using multi-condition summing functions like SUMPRODUCT when you want to find a single value (it would obviously give you an incorrect result or error if there's more than one row which matches all three conditions, I assume you expect one match at most here?). ROW function can also be problematic if you insert any rows in the worksheet.....
There are several approaches that can work. For a single formula, using MATCH is the most common - MATCH will only give the correct position or an error so no problems with zero values. That would look like this:
=IFERROR(INDEX(rangeOfDesiredValues,MATCH(1,(rangeOfSerials=$D20)*(rangeOfApps=cfgAppID)*(rangeOfAccessIDs=cfgAccessID),0)),"")
That's an "array formula" that needs to be entered with CTRL+SHIFT+ENTER......or you can make it into a regular formula with an extra INDEX function like this
=IFERROR(INDEX(rangeOfDesiredValues,MATCH(1,INDEX((rangeOfSerials=$D20)*(rangeOfApps=cfgAppID)*(rangeOfAccessIDs=cfgAccessID),0),0)),"")
A third alternative is to use LOOKUP which doesn't need "array entry"
=IFERROR(LOOKUP(2,1/(rangeOfSerials=$D20)/(rangeOfApps=cfgAppID)/(rangeOfAccessIDs=cfgAccessID),rangeOfDesiredValues),"")
That differs slightly from the previous versions in the case of multiple matches - it will give you the last match rather than the first in that scenario (but I assume you have only one match at most, as stated above).
Finally, if you don't mind using helper columns you could simplify the formulas considerably. Just use a "helper" column to concatenate the three criteria columns separated by dashes and then you can use a simple VLOOKUP or INDEX/MATCH, e.g.
=IFERROR(INDEX(rangeOfDesiredValues,MATCH($D20&"-"&cfgAppID&"-"&cfgAccessID,Helper_Column,0)),"")