Note: date formats are DD/MM/YYYY
I have a list of records, each with one column for a start date, and one for an end date.
Every record has a start date, but if an item is current it has no end date and the end date cell is blank.
I want to write a/some formulas to determine how many records were a given age at a given date, rounded down to the nearest whole year.
So for example, how many records were 0-1 years old at the date at (cell reference R1), and then how many were 1-2 years, 2-3 years etc.
I want this to be reusable so that I can update the date at R1 each month and it recalculates automatically. This is easy enough for R1=TODAY, as I can assume all end dates are in the past, but for R1=EDATE(TODAY,-12) it becomes trickier.
As an example, in the yellow highlighted cell I want to calculate how many records were between 1&2 years old as of 30/06/21 (S1), AND were current at the time (i.e. exclude from the count any records that have an end date before 30/06/21).
The blue highlighted area is my data, the green area is what I'm trying to calculate. I don't mind adding an extra data column or two if it assists in the calculation, but I don't want to have to add an extra column for every year that I'm trying to calculate, if it can be avoided.
Start Date
End Date
Years (as of 30/06/2022)
Age
30/06/2022
30/06/2021
30/06/2020
30/06/2019
30/06/2018
30/06/2017
30/06/2016
30/06/2015
30/06/2014
30/06/2013
20/09/2021
0.77
13
0
7/09/2020
4/12/2020
0.24
12
0
6/08/2019
2.90
11
0
17/02/2020
2.37
10
0
1/04/2019
3.25
9
0
16/03/2020
18/11/2020
0.68
8
0
17/08/2021
19/11/2021
0.26
7
0
23/08/2022
-0.15
6
0
16/11/2020
1/04/2022
1.37
5
0
20/04/2020
21/10/2021
1.50
4
0
7/05/2019
26/02/2021
1.81
3
2
29/06/2020
7/01/2021
0.53
2
5
16/08/2021
20/04/2022
0.68
1
5
0
13
I created a table for the data (insert table) --> tblData
=LET(calculatedAge,MAP(tblData[Start Date],tblData[End Date],
LAMBDA(startdate,enddate,
ROUNDDOWN((MIN(IF(ISBLANK(enddate),E$1,enddate),E$1)-startdate)/365,0))
),
filteredAges,FILTER(calculatedAge,calculatedAge=$D2),
IFERROR(ROWS(filteredAges),0))
The MAP-function returns the calculated age per target date (E$1) - rounded down.
It simulates a helper column - that then can be filtered.
Thanks to #Robert Mearns for the FILTER-hack - as COUNTIF doesn't work in this scenario (s. Using LET with COUNTIF and Array, e.g. MAP)
Related
I need to create a logic excel formula that calculates the average of 3 months prior to a specified start date. There are multiple start dates. For instance:
For ID 1, The Start Date is May-2021. I would need for the logic to calculate the average between Feb-2021 to Apr-2021 to get 91.67. For ID 2, the Start Date is Jun-2021, so I would need to calculate the average of Mar-2021 to May 2021 to get 108.33. I also would need to calculate the average of 6 months prior in a separate column.
ID
Start Date
Calculation Result
Jan-2021
Feb-2021
Mar-2021
Apr-2021
May-2021
Jun-2021
1
May-2021
91.67
50
100
75
100
25
0
2
Jun-2021
108.33
0
25
100
175
50
125
3
Apr-2021
83.33
100
150
0
75
0
200
Any help is greatly appreciated! (Not opposed to VBA suggestions either)
use INDEX to create the range.
=AVERAGE(INDEX(D2:I2,MATCH(B2,$D$1:$I$1,0)-3):INDEX(D2:I2,MATCH(B2,$D$1:$I$1,0)-1))
Or if they are true dates we can use AverageIfs:
=AVERAGEIFS(D2:I2,$D$1:$I$1,">"&EOMONTH(B2,-4),$D$1:$I$1,"<="&EOMONTH(B2,-1))
Dates when the data was read are shown on the date column on the left, then worked out a value per day shown in ET/DAY column.
To analyze monthly data etc etc I want daily data so every day has the ET/DAY value between the dates it was read and inserted in the et/day column.
I have entered in manually what I want in blue but need a formula to do this as too long to do all manually
You can do this with MATCH. With an ascending list, if you give the magic number 1 as the third parameter, it will show the last row number with a smaller or equal number.
Here it's matched 17 with 15 in column A and the result is 2, for row 2:
A
B
C
1
10
=MATCH(17,A:A,1) = 2
2
15
3
20
So for your data, you can match the daily dates with the column on the left, and feed the row number into INDEX to look up from the ET/Day column.
A
B
C
D
E
1
Date
ET/Day
Daily
ET/Day
2
05/Jan/1995
05/Jan/1995
=Index(B:B, Match(#D:D,A:A,1)) = #N/A
3
19/Jan/1995
3.00
06/Jan/1995
=Index(B:B, Match(#D:D,A:A,1)) = 3.00
4
02/Feb/1995
5.41
07/Jan/1995
=Index(B:B, Match(#D:D,A:A,1)) = 3.00
5
...
...
6
19/Jan/1995
=Index(B:B, Match(#D:D,A:A,1)) = 3.00
7
20/Jan/1995
=Index(B:B, Match(#D:D,A:A,1)) = 5.41
There's an inconsistency here with the 05 Jan rate but it should be good after that.
I am trying to calculate three month average sales in excel w.r.t customerid in excel. I tried by doing it by AverageIfs function but nothing helped.
A B C
Orderdate sales customerid
5/15/2019 7 1
5/15/2019 48.5 1
4/15/2019 92.94 1
3/17/2019 102.85 1
3/18/2019 49 1
3/18/2019 119.95 1
2/18/2019 58.96 1
1/20/2019 14.6 1
5/16/2019 17 6
4/15/2019 148.5 6
4/12/2019 912.94 6
3/17/2019 102.85 6
9/18/2018 22.34 6
Formula I tried: =AVERAGEIFS(B:B,C:C,C2)
output expected:
customerid average(3 months)
1 49.48
6 359.48
Let's start from today's date and the date 3 months ago (Make it dynamic):
Remember to change the cell format from General to Date. Otherwise, it will show [43563]
Next use the date as part of our filter:
Now you should get the most recent 3 months data:
Copy the filtered data into a new spreadsheet
Copy the filtered data into a new spreadsheet
Copy the filtered data into a new spreadsheet
Next Step: get the distinct customer ID:
You will get this:
Last Step:
Use the function "AVERAGEIF":
Done!
I'm trying to use Excle's SUMIF to calculate totals of Col1 to Col5 for dates that are similar.
My formula is as follows =SUMIF($A2:$A7,A10,$B2:$F7), but this only gives me the total of a single column.
How can I get the Totals of all the columns based on the date like I've shown in my results.
Date Col 1 Col 2 Col 3 Col 4 Col 5
1/5/2017 1 2 2
1/5/2017 5 3 1
1/5/2017 9 5 5
2/5/2017 10 5 3
2/5/2017 20 10 3
2/5/2017 6 8 1 5
Desired Results
1/5/2017 15 7 7 3 1
2/5/2017 30 11 11 11 8
use below formula in cell B11
=SUMIF($A$2:$A$7,$A11,B$2:B$7)
Per the example you provided, One solution is to use SUMPRODUCT
Multiplies corresponding components in the given arrays, and returns the sum of those products
Microsoft Docs give a thorough example, but per SO etiquette, here is an example in case of link-rot: [FYI, I used absolute reference for easier filling across, arbitrary how you get it done though]
Forumlas shown:
Formula is kind of hard to see without clicking on image:
=SUMPRODUCT(($B$3:$B$8=$B$11)*C3:C8)
This basically breaks down like this, it searches the B:B column for a match, and it will naturally return a true or false for the match, or 0/1 counterparts, and multiplys that by the number found in the column to the right (C3:C8), so it will either be 1 * # = # or 0 * # = 0
I am trying to return the color for a score based on the date for the score and the score itself. Scoring has used different cut-offs over time:
Table 1
Date1 Score Color
Sep-16 24 [should be red]
Jul-16 6 [should be green]
Apr-14 12 [should be yellow]
... ... ...
Table 2
Date2 Red Orange Yellow Green
Aug-16 20 15 9.5 0
Jul-16 20 15.5 9.5 0
Apr-16 20 15 9.5 0
Mar-15 19 14 7 0
Feb-15 20 13 8.5 0
Jan-15 19 14 7 0
Apr-14 19 14 7 0
I want to place a formula in the "Color" cell that will evaluate Table 2 and return the column name for instances where the date in date1 is the most recent instance where it is greater than date 2, and for which the score given on table 1 is equal to or larger than the score given on table 2 for the correct row.
Thanks,
You need nested approximate lookups. This would be easier if your data was sorted the other way around. At least table 2 should have the columns in ascending order, instead of descending, so the match function can return the correct position of the number with an approximate match.
If you can arrange the columns in Table2 in the order Date2, Green, Yellow, Orange, Red, then the following formula will be possible.
=INDEX(Table3[[#Headers],[Green]:[Red]],MATCH([#Score],INDEX(Table3[Green],IFERROR(MATCH([#Date1],Table3[Date2],-1),1)):INDEX(Table3[Red],IFERROR(MATCH([#Date1],Table3[Date2],-1),1)),1))
This uses structured references, which accommodates rows being inserted into the tables without breaking the formulas.
Now you can use conditional formatting based on the cell values in column C.
Just for comparison, I have chosen to keep the lookup table (in Sheet2 rather than in an actual table) the same as in the question i.e. both tables are sorted from largest to smallest or most recent to least recent and the MATCHes both have -1 as the third argument:-