After looking at a few similarish questions I figured I needed something more specific so asking here. I will start by explaining the situation:
The Setup
I have a Store which sells Cakes, Cookies and Wine. I have the weekly sales data of each product sorta like this:
Product ID
Product Name
Quantity
Value
Week Ending
1
Ginderbread
2
£4
13/01/22
2
Chocolate chip
5
£25
13/01/22
3
Red Wine Bottle
1
£10
13/01/22
4
Sponge Cake
3
£9
13/01/22
Currently every week's data is stored within the same table, with me using a Week filter to show only the week i'm interested in.
Using this Data I created PivotTables that shows the sales of each category, with the ability to drill down to show the specific products. Table looks something like this:
Category
Quantity
Value
Cakes
2
£4
Cookies
7
£29
Wine
1
£10
The issue
I now want to stick in a new calculated column that shows the Value as a %. E.g The total value for the previous table was £43, so Cookies is about 67%. If I drill down, it would show the Chocolate Chip record as 80% and Gingerbread as 20%
I imagine doing this would be easier if each individual week's data was on a different table, but I got a lot of weeks and I also want to do tables showing the sales for over a period of time. Plus I don't know of a way to merge the "value" and "quantity" columns, etc instead of having 1 for each week being shown.
any advice would be appreciated
Create an extra column in the source table (prior to filtering) entitled "perc" calculated as the corresponding value for each row divdied by the total value across all rows (se pic. / eqn. for first row below) --
=E2/$E$6
No calculated fields required - just include perc as the mesaure of interest in your pivot table, with value setting as 'sum':
The reason why this worked is because of the common denominator - which allows one to sum ratios on a 1:1 basis.
Devising a calculated field using the standard 'fields, items & sets' functionality for ordinary pivot tables would not be feasible / possible as far as I am aware. You would need to move into the realm of power pivots and data models - which is not too complicated (readily accesible directly from the field list per below) - however, I see this as unnecessary complication for the task at hand.
Side notes:
Using table names in your functions is sometimes more convenient when entering, albeit may appear tricky at first when reviewing - first eqn above becomes:
=[#Value]/Table1[[#Totals],[Value]]
I'm working on a charging matrix where project managers can input time to the top three contracts in each category based on a week to week basis. Right now I have a pivot table with the categories (Production, Spares, Development) with multiple contracts that were charged that week. I manually select the top three from each category and copy into a table where I have formulas creating charge numbers for the project managers to use.
The question is, is there a way I can automate selecting the top 3 contracts from each category based on number of hours for that specific week?
Pivot Table & Charging Matrix
You can use LARGE() to get the top 3 (large(data,1) etc)
Then use index() and match() to get the contract names.
I have made a simple example here, but it will not deal with duplicate results in the hours if they are in the top 3...
There are solutions to that already posted.
If I understand you correctly, you want to automate the process of finding the top 3 contracts under each category and then create the charge number based on the results.
You can do so by creating a new pivot table as demonstrated below, put the Category Name and Contract Name in the Rows field, and put the Hours in the Values field, then right click anywhere within the Row Labels column of the pivot table, go to Filter -> Top 10... -> enter 3 in the second field, then you should have the top three contracts for each category.
P.s. You can choose to sort the hours from largest to smallest, and choose NOT to show the subtotals for each category.
Once you have the list, you can enter your formula (I presume you used a formula) in corresponding cells in column H (as in my example) to create the desired charge number.
I have a pretty tall order here everyone,
I'm trying to make a rotating sanitation list for the remainder of the year for 3 teams.
I want the sheet to auto assign team members job areas (Rooms;columns B,C,D) based on the days of the week the work.
Members of Team 1 can only be assigned any Room Mon-Fri
Members of Team 4 can only be assigned any Room Sat-Tues and are the preferred team for Sundays
Members of Team 5 can only be assigned any Room Wed-Sat and are the preferred team for Saturdays
Each day in column A will have 3 (columns B-D) different employee ID's in each area(Room)
I want the sheet to keep everyone evenly spread out in terms of occurrences and for everyone to work all 3 sets of rooms.
As an added challenge, i would like to be able to add or subtract employee ID's to and from each team and have the sheet auto adjust.
I have a formula in column B that shows what I am trying to do, but it was from another person's work and I having trouble adapting it to my needs. Basically columns B,C,& D need the formulas.
This is the formula in Cell B3 and I just copied it down
=IF(OR(WEEKDAY($A2)=1,WEEKDAY($A2)=7),IFERROR(INDEX(Team1,MOD(MATCH(OFFSET(B2,IF(WEEKDAY($A2)=5,-5,-5),0),Team1,0),$U$2)+1),$G$2),IFERROR(INDEX(Team1,MOD(MATCH(OFFSET(B2,IF(WEEKDAY($A2)=2,-3,-1),0),Team1,0),$U$2)+1),$G$1))
The teams are set up in 3 separate columns using named ranges. I am not sure how to type the above formula to include all three teams and also get the formula to use Team 4 on only Saturday-Tuesday, Team 5 on only Wednesday-Saturday and Team 1 only on Monday-Friday.
I really wish I could upload this sheet for everyone to take a look at.
Thanks for any help I can get on this!
Answered from another forum and works perfect..no need for VBA
This proposal makes a few changes to the arrangement of the Team's
tables. This proposal also adds a helper column (E) which may be moved
and/or hidden for aesthetic purposes and is populated using:
=IF(WEEKDAY(A2,16)=1,IF(COUNTIFS(E$1:E1,4)<
COUNTIFS(E$1:E1,5),4,5),IF(WEEKDAY(A2,16)=2,IF(COUNTIFS(E$1:E1,5)<
COUNTIFS(E$1:E1,4),5,4),IF(WEEKDAY(A2,16)<=4,IF(COUNTIFS(E$1:E1,4)<
COUNTIFS(E$1:E1,1),4,1),IF(COUNTIFS(E$1:E1,5)<
COUNTIFS(E$1:E1,1),5,1))))
The room 4 column is populated using:
=INDEX(H$5:L$22,IF(MOD(COUNTIFS(E$2:E2,E2)+2*(COUNTIFS(E$2:E2,E2)-1),COUNTIFS(I$5:M$22,E2))=0,COUNTIFS(I$5:M$22,E2),MOD(COUNTIFS(E$2:E2,E2)+2*(COUNTIFS(E$2:E2,E2)-1),COUNTIFS(I$5:M$22,E2))),IF(E2=1,1,IF(E2=4,3,5)))
The room 5&6 column is populated using:
=INDEX(H$5:L$22,IF(MOD(COUNTIFS(E$2:E2,E2)+2*(COUNTIFS(E$2:E2,E2)-1),COUNTIFS(I$5:M$22,E2))=0,0,MOD(COUNTIFS(E$2:E2,E2)+2*(COUNTIFS(E$2:E2,E2)-1),COUNTIFS(I$5:M$22,E2)))+1,IF(E2=1,1,IF(E2=4,3,5)))
The room 7&8 column is populated using:
=INDEX(H$5:L$22,IF(MOD(COUNTIFS(E$2:E2,E2)+2*(COUNTIFS(E$2:E2,E2)-1),COUNTIFS(I$5:M$22,E2))=COUNTIFS(I$5:M$22,E2)-1,1,IF(MOD(COUNTIFS(E$2:E2,E2)+2*(COUNTIFS(E$2:E2,E2)-1),COUNTIFS(I$5:M$22,E2))=0,0,MOD(COUNTIFS(E$2:E2,E2)+2*(COUNTIFS(E$2:E2,E2)-1),COUNTIFS(I$5:M$22,E2)))+2),IF(E2=1,1,IF(E2=4,3,5)))
I have an Index Match Match question that I have not been able to find the answer for in researching. Although the solution may actually might be different than an Index Match Match formula - I'm open to try something more efficient than my current workaround.
I have one worksheet with data from my company on it. We sell a Product (let's call it Coke Zero) and we track the weeks that we put a promotion on and how much profit we make by selling it to the retailer. For example a promotion for Coke Zero starts the first week of Jan and ends 3 weeks later and we make a gross profit of $100 each week the promotion runs. I then have an external database with sales data formatted on a weekly basis to tell me how many units of Coke Zero I sold in each week. My internal data has thousands of lines like this with dozens of products, however the promotions are consolidated on one single row regardless of if it runs for more than one week, making matching up to the external database difficult. I need to create a lookup for what our Gross Profit was for each week of the promotion.
I have attached an example image of the workbook + two data sheets of what I've tried to do, summarised below.
On the Internal Data Sheet I've created additional columns to the right with all of the weeks listed that the promotion is on for, and concatenated them with the Product Code to be able to match week by week to the data in the External data sheet. Then my lookup basically checks every column one after another until it finds one where the concatenate of Week_Product Code concatenate matches.
My current solution technically works but my final formula is really slow and cumbersome given the data can be anywhere from 10K-200K lines when looking at multiple retailers. I was hoping to find a more efficient formula to complete the lookup.
Current solution on the External Data Sheet Column E:
=IF(ISNUMBER(MATCH(D2,'Internal Data'!$E:$E,0)),INDEX('Internal Data'!$D:$D,MATCH(D2,'Internal Data'!$E:$E,0)),
IF(ISNUMBER(MATCH(D2,'Internal Data'!$F:$F,0)),INDEX('Internal Data'!$D:$D,MATCH(D2,'Internal Data'!$F:$F,0)),
IF(ISNUMBER(MATCH(D2,'Internal Data'!$G:$G,0)),INDEX('Internal Data'!$D:$D,MATCH(D2,'Internal Data'!$G:$G,0)),
"0")))
I got SUMPRODUCT to work using this formula in J2:
=SUMPRODUCT(--($B$2:$D$3=H2)*--($E$2:$E$3=I2)*$F$2:$F$3)
And, you don't need those concatenated lookup columns:
Well, that was fun.
I was going to ask my question over at that "Experts" place, but they wanted me to pay $12.95! Fo that price I could pay some college wiz kid to do this for me, and have it done quicker!
Ok, this should be an easy one, but for some reason my brain is freezing up when I try to do it.
I have a spreadsheet with three sheets in it. The first has the tasks completed in it:
Created Time CreatedUserName ServiceDetailName BillingCnt
7/1/2010 6:25:17 AM Employee Name Tape Management 30
7/1/2010 8:15:33 AM Employee Name Information Request Detailed 1
7/1/2010 8:18:24 AM Employee Name Hard drive 1
7/1/2010 8:25:42 AM Employee Name Information Request Brief 2
7/1/2010 10:33:17 AM Employee Name Scratch Tape Count 2
7/1/2010 2:07:59 PM Employee Name Hard drive 1
7/1/2010 2:18:36 PM Employee Name I/O module 1
The next 2 pages have information regarding the value of each task as well as internal descriptions:
Task Type Task Detail Task Description Unit of Measure (in Minutes)
INC Hard Drive Swap Drive 60
MAC Tapes Managment Change Tapes 1
There are about 30 tasks per page. I want to somehow take the billing count from page one and multiply it by the unit of measure. Then I have a cell set up where I want the total displayed in total minutes then another cell where it is in hours and minutes.
I have a sample spreadsheet but I can't see any place to attach it.
hmm ... not really a very normalized design ... I would expect that at least one column in sheet 1 should match one column in sheet 2
Either introduce Task Type in sheet 1 or match [Sheet1].ServiceDetailName with [Sheet2].TaskDetail - that's the closest match I could find, though in [1] you write "Tape Management" whereas in [2] you write "Tapes Management". As long as the input data stays that way the best is to give it to an assistant ;-)
so here's my suggestion:
one master table of task types (like your [2])
create a named range across [2].TaskDetails (except header) and use this range as cell validation in [1].ServiceDetailName. Don't allow manual input
create another named range across [2].TaskDetails expanded to include column "UOM"
in [1] use a =VLOOKUP() function to match the UOM into the detail table
in a further column multiply BillingCnt times UOM to get minutes
to display minutes in hh:mm in the next column you divide minutes by 1440 (60*24) to get "fraction of day" and format it with custom string "[h]:mm"
Hope that helps
Good luck - MikeD
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