I have a range of cells in excel. How to increment numbers when meeting data validation from three different columns?
I tried using formula COUNTIF($A$2:A2,A2) which creates a number sequence. But I have other data to validate from another column for it to return the correct number sequence.
First validation: count the emp no in column range A1:A5 which return a result under Hierarchy column.
Second validation: check the % value under column L as per below level of hierarchy in which the problem comes from.
1 - 0.25
2 - 0.25
3 - 0.5
4 - 0.5
5 - 1
Third validation: check the type of Relation (see Relation column) that needs to check when returning number of sequence too. Below is the Relation Level table.
I don't know on how to join these three conditions for the result to be as below.
My really problem here is on how will i get a sequence number if a person does have 3 children and should be tagged as 2,3,4 (next to spouse which is 1) then the next relation which is parent will be tagged then as next number sequence from the last count of child wherein will be 5 given that as per relation table, Parent level is 3 but it will be adjusted as per count of relations a person has. And for this specific instance, if Parent count will be 5, it still should have 0.5 EE % (see relation table level vs % hierarchy level) even though the count of number is 5. I hope this will make sense. But let me know if you have any questions.
Hope someone could help me on this coz I am not that expert when it comes to excel formula. Thank you!
Related
I'm looking for a solution for a problem I'm facing in Excel. This is my table simplified:
Every sale has an unique ID, but more people can have contributed to a sale. the column "name" and "share of sales(%)" show how many people have contributed and what their percentage was.
Sale_ID
Name
Share of sales(%)
1
Person A
100
2
Person B
100
3
Person A
30
3
Person C
70
Now I want to add a column to my table that shows the name of the person that has the highest share of sales percentage per Sales_ID. Like this:
Sale_ID
Name
Share of sales(%)
Highest sales
1
Person A
100
Person A
2
Person B
100
Person B
3
Person A
30
Person C
3
Person C
70
Person C
So when multiple people have contributed the new column shows only the one with the highest value.
I hope someone can help me, thanks in advance!
You can try this on cell D2:
=LET(maxSales, MAXIFS(C2:C5,A2:A5,A2:A5),
INDEX(B2:B5, XMATCH(A2:A5&maxSales,A2:A5&C2:C5)))
or just removing the LET since maxSales is used only one time:
=INDEX(B2:B5, XMATCH(A2:A5&MAXIFS(C2:C5,A2:A5,A2:A5),A2:A5&C2:C5))
On cell E2 I provided another solution via MAP/XLOOKUP:
=LET(maxSales, MAXIFS(C2:C5,A2:A5,A2:A5),
MAP(A2:A5, maxSales, LAMBDA(a,b, XLOOKUP(a&b, A2:A5&C2:C5, B2:B5))))
similarly without LET:
=MAP(A2:A5, MAXIFS(C2:C5,A2:A5,A2:A5),
LAMBDA(a,b, XLOOKUP(a&b, A2:A5&C2:C5, B2:B5)))
and here is the output:
Explanation
The trick here is to identify the max share of sales per each group and this can be done via MAXIFS(max_range, criteria_range1, criteria1, [criteria_range2, criteria2], ...). The size and shape of the max_range and criteria_rangeN arguments must be the same.
MAXIFS(C2:C5,A2:A5,A2:A5)
it produces the following output:
maxSales
100
100
70
70
MAXIFS will provide an output of the same size as criteria1, so it returns for each row the corresponding maximum sales for each Sale_ID column value.
It is the array version equivalent to the following formula expanding it down:
MAXIFS($C$2:$C$5,$A$2:$A$5,A2)
INDEX/XMATCH Solution
Having the array with the maximum Shares of sales, we just need to identify the row position via XMATCH to return the corresponding B2:B5 cell via INDEX. We use concatenation (&) to consider more than one criteria to find as part of the XMATCH input arguments.
MAP/XLOOKUP Solution
We use MAP to find for each pair of values (a,b) per row, of the first two MAP input arguments where is the maximum value found for that group and returns the corresponding Name column value. In order to make a lookup based on an additional criteria we use concatenation (&) in XLOOKUP first two input arguments.
Suppose I have 2 tables:
fTransactions
ProdID RepID Revenue
1 1 10
1 1 10
1 2 10
dSalesReps
RepID RepName
1 joe
2 sue
With dSalesReps having the following measures with no filters applied yet:
RepSales:=CALCULATE(SUM(fTransactions[Revenue]))
RepSales2:=SUMX(fTransactions, CALCULATE(SUM(fTransactions[Revenue]))
The first measure performs how I think it would. It goes to the fTransactions table and sums up the Revenue column.
The second measure, after a lot of trial and error to figure it out, seems to sort of group itself on unique rows in fTransactions. In the above example, fTransactions has 2 rows where everything is identical, then a last row where something is different. This seems to result in the following:
(10 + 10) first iteration that sums the first "grouping"
+
(10 + 10) second iteration that sums the first "grouping" again
+
(10) last iteration that sums the second "grouping"
= 20 + 20 + 10 = 50
At least that's how it looks to be operating. I just don't understand why. I thought it would go to the fTransactions table, sum all of Revenue for each iteration, then sum those sums as a final step.
This is caused by something called "context-transition" (see sqlbi more detailed explanation).
In practice, your formula "RepSales" uses a "Row Context" (created by SUMX) which is turned in an equivalent "Filter Context" (by CALCULATE), but since you don't have an unique key in the table, it gets and uses multiple rows in each iteration, below the explanation.
For the first row, the row context is ProdID=1 AND RepID=1, which turned in an equivalent filter context (stays the same, in this case) is ProdID=1 AND RepID=1 but the filter context is global, and two rows (the first 2) match this filter.
This is repeated for each row.
it does not happen with the formula "RepSales" because it does not iterate multiple times (as you already noticed)
This is your current situation:
To prove that, just add a rowID to the transaction table:
It does not happen because the equivalent filter context also include the RowID column, which matches only one row
Hope this helps, use the sqlbi article as a reference, it will be an exhaustive guide to understand this
I'm trying to sort students based off frequency of participation. I have a table that is automatically generated totaling up how often a student has participated in the last few days.
I want it to do 2 things that I can't figure out.
I want it to ignore students that are at 0 removing them from the resulting rankings.
The first number is most important but I want it to reference the next value in the result of a tie.
Short example of table:
Andy - 1 1 2 3
Brad - 0 1 2 3
Cade - 1 2 3 4
Dane - 1 1 1 2
Desired result:
Cade - 1
Andy - 1
Dane - 1
The tie-breaker isn't that important and I figure I can have conditional formatting to remove children at 0, but I still can't seem to figure it out.
The closest formulas I have found in my searching are:
=INDEX($A$10:$A$9,MATCH(ROWS($C$1:C1),$C$1:$C$9,0))
This one doesn't work because it returns #N/A for pretty much all students who are tied.
=IFERROR(INDEX($C$1:$C$9,MATCH(SMALL(NOT($C$1:$C$9="")*IF(ISNUMBER($C$1:$C$9),COUNTIF($C$1:$C$9,"<="&$C$1:$C$9),COUNTIF($C$1:$C$9,"<="&$C$1:$C$9)+SUM(--ISNUMBER($C$1:$C$9))),ROWS($C$1:C1)+SUM(--ISBLANK($C$1:$C$9))),NOT($C$1:$C$9="")*IF(ISNUMBER($C$1:$C$9),COUNTIF($C$1:$C$9,"<="&$C$1:$C$9),COUNTIF($C$1:$C$9,"<="&$C$1:$C$9)+SUM(--ISNUMBER($C$1:$C$9))),0)),"")
I had this formula that can handle ties but it needs to be OFFSET but I don't know how since it is an array formula. Also, with both these formulas it reverses the ranks with the lowest values at the top. If anyone could assist me I would greatly appreciate it. I'm doing this so that I can give all students a chance to participate equally.
Use a helper column. In that column put the following formula:
=IF(B1=0,"n/a",SUMPRODUCT(B1:E1/10^(COLUMN(B1:E1)-MIN(COLUMN(B1:E1)))))
This will return a single number based on the rankings.
Then in your output column use:
=IFERROR(INDEX(A:A,MATCH(LARGE(F:F,ROW(1:1)),F:F,0)),"")
Then a simple VLOOKUP to return the first number:
=IF(I1<>"",VLOOKUP(I1,A:B,2,FALSE),"")
I am having trouble determining the correct way to calculate a final rank order for four categories. Each of the four metrics make up a higher group. A Top 10 of each category is applied to the respective product to risk analysis.
CURRENT LOGIC - Assignment of 25% max per category.
Columns - Y4
Parts
0.25
25
=IF(L9=1,$Y$4,IF(L9=2,$Y$4*0.9, IF(L9=3,$Y$4*0.8, IF(L9=4,$Y$4*0.7, IF(L9=5,$Y$4*0.6, IF(L9=6,$Y$4*0.5, IF(L9=7,$Y$4*0.4, IF(L9=8,$Y$4*0.3, IF(L9=9,$Y$4*0.2, IF(L9=10,$Y$4*0.1,0))))))))))
DESIRED...
I would like to use a statement to determine three criteria in order to apply a score (1=100, 2=90, 3=80, etc..).
SUM the rank positions of each of the four categories-apply product rank ascending (not including NULL since it's not in the Top 10)
IF a product is identified in more than one metric-apply a significant contribution weight of (*.75),
IF a product has the number 1 rank in any of the four metrics-apply a score of (100).
Data - UPDATED EXAMPLE
(Product) Parts Labor Overhead External Final Score
"XYZ" 3 1 7 7 100
"ABC" NULL 6 NULL 2 100
"LMN" 4 NULL NULL NULL 70
This is way beyond my capability. ANY assistance is appreciated greatly!!!
Jim
I figured this is a good start and I can alter the weight as needed to reflect the reality of the situation.
=AVERAGE(G28:I28)+SUM(G28:I28)*0.25
However, I couldn't figure out how to put a cap on the score of no more than 100 points.
I am still unclear of what exactly you are attempting and if this will work, but how about this simple matrix using an array formula and some conditional formatting.
Array Formula in F2 (make sure to press Ctrl+Shift+Enter when exiting formula edit mode)
=MIN(100,SUM(IF(B2:E2<>"NULL",CHOOSE(B2:E2,100,90,80,70,60,50,40,30,20,10))))
Conditional Formatting defined as shown below.
Red = 100 value where it comes from a 1
Yellow = 100 value where it comes from more than 1 factor, but without a 1.
I'd like to accomplish the following task. There are three columns of data. Column A represents price, where the sum needs to be kept under $100,000. Column B represents a value. Column C represents a name tied to columns A & B.
Out of >100 rows of data, I need to find the highest 8 values in column B while keeping the sum of the prices in column A under $100,000. And then return the 8 names from column C.
Can this be accomplished?
EDIT:
I attempted the Solver solution w/ no luck. 200 rows looks to be the max w/ Solver, and that is what I'm using now. Here are the steps I've taken:
Create a column called rank RANK(B2,$B$2:$B$200) (used column D -- what is the purpose of this?)
Create a column called flag just put in zeroes (used column E)
Create 3 total cells total_price (=SUM(A2:A200)), total_value (=SUM(B2:B200)) and total_flag (=(E2:E200))
Use solver to minimize total_value (shouldn't this be maximize??)
Add constraints -Total_price<=100000 -Total_flag=8 -Flag cells are binary
Using Simplex LP, it simply changes the flags for the first 8 values. However, the total price for the first 8 values is >$100,000 ($140k). I've tried changing some options in the Solver Parameters as well as using different solving methods to no avail. I'd like to post an image of the parameter settings, but don't have enough "reputation".
EDIT #2:
The first 5 rows looks like this, price goes down to ~$6k at the bottom of the table.
Price Value Name Rank Flag
$22,538 42.81905675 Blow, Joe 1 0
$22,427 37.36240932 Doe, Jane 2 0
$17,158 34.12127693 Hall, Cliff 3 0
$16,625 33.97654031 Povich, John 4 0
$15,631 33.58212402 Cow, Holy 5 0
I'll give you the solver solution as a starting point. It involves the creation of some extra columns and total cells. Note solver is limited in the amount of cells it can handle but will work with 100 anyway.
Create a column called rank RANK(B2,$B$2:$B$100)
Create a column called flag just put in zeroes
Create 3 total cells total_price, total_value and total_flag
Use solver to minimize total_value
Add constraints
-Total_price<=100000
-Total_flag=8
-Flag cells are binary
This will flag the rows you want and you can grab the names however you want.