How can I do a work order drawdown in excel? - excel

I know drawdown isn't the correct word, but I also don't know the correct word to use so if you know it tell me as well please.
What I'm trying to do is for a list of open work orders, apply an incoming PO to fill that work order, and then when the quantity in that first PO is exhausted roll to the next PO. I have tables that look similar to these, although the order of the columns can change if need be. Typically the order of the work orders are sorted in date order, as well as PO. Double points if this can be achieved without using VBA, and could just be a formula. Helper columns and tables are also fine. thanks!
then my PO's are something like this
and I would like the result to look something like this (although the remaining column isn't necessary, it would be helpful)

Related

Crop order scheduling in excel

I am looking for some advice, I have a small micro green business and I have an excel sheet that breaks down the seeds, seed batch amount required, yield etc and so on.
I want to create a tab where I can input a customer order, I then want excel to schedule that order based on the information contained above in a calendar format on a tab.
I also want excel to calculate the amount of seed required number of trays and assign the tray a number. All trays are number in this format "A123, A124, A125" etc.
I'm also keen for excel to then assign the seed batch to the order and a tray number to the order.
Firstly is this possible, I've used excel a fair bit from my previous work experience but this is quite new for me and I am keen to learn so if someone could point me in the right direction on a possible method and what I should be looking at!
It sounds like you are looking for a data(base) structure for this challenge. Yes, that could be done in Excel, some VBA skills will probably come in handy if you want to achieve it automatically. As a first step, you could e.g. set up something like this:
Mockup of a data structure
So you would at least need one table where you enter your orders, one list of trays and one table where you link your incoming orders to the trays. You might need more columns than I added in my mockup.
Hope that gets you started

Taking means of irregular amounts data

I'm not able to take the means for a large dataset given that the amount of attributes is irregular.
I have posted a simplified case for the problem. It explains the problem very well.
An idea that I came up with: Make a filter to condition on a single attribute. However, still, I don't see a way to do this in an efficient way (other then doing it all by hand).
see excel file:
All help is much appreciated.
I'm basically looking for a function/method to achieve taking means of all different attributes conditioned on each person for a large dataset without doing it by hand.
You can use AVERAGEIFS() inside an IF:
=IF(OR(A2<>A1,B2<>B1),AVERAGEIFS(C:C,A:A,A2,B:B,B2),"")
the ifrst part of the if tests whether the row starts a new group either by the person or the attribute changing. Then it uses AVERAGEIFS() to return the correct average of that group. otherwise it returns a blank
What you want to do can be accomplished very simply with a pivot table.
Simply select one of the cells inside the range of data you want to process(See the video for general use of a pivot table https://www.youtube.com/watch?v=iCiayB6GrpQ )
go the insert tab and insert pivot table.
Once you have it, simply check people, attribute, and values. Then drag people and attribute into rows, drag valut into the values window, select the drop down list and change it from sum of value to average and you should be done. https://i.stack.imgur.com/nYEzw.png

Spotfire DenseRank by category, do I use OVER?

I'm trying to rank some data in spotfire, and I'm having a bit of trouble writing a formula to calculate it. Here's a breakdown of what I am working with.
Group: the test group
SNP: what SNP I am looking at
Count: how many counts I get for the specific SNP
What I'd like to do is rank the average # of counts that are present for each SNP, within the group. Thus, I could then see, within a group, which SNP ranks #1, #2, etc.
Thanks!
TL;DR Disclaimer: You can do this, though if you are changing your cross table frequently, it may become a giant hassle. Make sure to double-check that logic is what you'd expect after any modification. Proceed with caution.
The basis of the Custom Expression you seem to be looking for is as follows:
Max(DenseRank(Count() OVER (Intersect([Group],[SNP])),"desc",[Group]))
This gives the total count of rows instead of the average; I was uncertain if "Count" was supposed to be a column or not. If you really do want to turn it into an average, make sure to adjust accordingly.
If all you have is the Group and the SNP nested on the left, you're done and good to go.
First issue, when you want to filter it down, it gives you the dense rank of only those in the filtered set. In some cases this is good, and what you're looking for; in others, it isn't. If you want it to hold fast to its value, regardless of filtering, you can use the same logic, but throw it in a Calculated column, instead of in the custom expression. Then, in your CrossTable Aggregation, get the max of the Calculated Column value.
Calculated Column:
DenseRank(Count() OVER (Intersect([Group],[SNP])),"desc",[Group])
Second Issue: You want to pivot by something other than Group and SNP. Perhaps, for example, by date? If you throw the Date across the top, it's going to show the same numbers for every month -- the overall numbers. This is not particularly helpful.
To a certain extent, Spotfire's Custom Expressions can handle this modification. If you switch between using a single column, you could use the following:
Max(DenseRank(Count() OVER (Intersect([${Axis.Columns.ShortDisplayName}],[Group],[SNP])),"desc",[Group],[${Axis.Columns.ShortDisplayName}]))
That would automatically pull in the column from the top, and show you the ranking for each individual process date.
However, if you start nesting, using hierarchies, renaming your columns, or having multiple aggregations and throwing (Column Names) across the top, you're going to start having to pay a great deal to your custom expression. You'll need to do some form of string replacement around the Axis.Column, or use expression instead of Short Names, and get rid of Nests, etc.
Any layer of complexity will require this sort of analysis, so if your end-users have access to modify the pivot table... honestly, I probably wouldn't give them this column.
Third Issue: I don't know if this is an issue, exactly, but you said "Average Counts" -- Average per day? Per Month? When averaging, you will need to decide if, for example, a month is the total number of days in month or the number of days that particular payor had data. However you decide to aggregate it, make sure you're doing it on the right level.
For the record, I liked the premise of this question; it's something I'd thought would be useful before, but never took the time to try to implement, since sorting a column or limiting a table to only show the top 10 values is much simpler

Column to rows and highlight difference between values in the same group

I have a huge table with data structured like this:
And I would like to display them in Spotfire Analyst 7.11 as follows:
Basically I need to display the columns that contain "ANTE" below the others in order to make a comparison. Values that have variations for the same ID must be highlighted.
I also have the fields "START_DATE_ANTE" and "END_DATE_ANTE" which have been omitted in the example image.
Amusingly, if you were limited to just what the title asks, this would be a very simple answer.
If you wanted this in a table where the rows are displayed as usual, and the cells are highlighted, you can do this by going to properties, adding a newGrouping where you select VAL_1 and VAL_1_ANTE and add a Rule, Rule type "Boolean expression", where the value is:
[VAL_1] - [VAL_1_ANTE] <> 0
This will highlight the affected cells, which you can place next to each other. You can even throw in a calculated column showing the difference between the two columns, and slap it on right next to it. This gives you the further option to filter down to only showing rows with discrepancies, or sorting by these values.
However, if you actually need it to display the POSTs on different lines from the ANTEs, as formatted above, things get a little tricky.
My personal preference would be to pivot (split/union/etc) the data before pulling it in to Spotfire, with an indicator flag on "is this different", yes/no. However, I know a lot of Spotfire users either aren't using a database or don't have leeway to perform the SQL themselves.
In fact, if you try to do it in Spotfire using custom expressions alone, it becomes so tricky, I'm not sure how to answer it right off. I'm inclined to think you should be able to do it in a cross table, using Subsets, but I haven't figured out a way to identify which subset you're in while inside the custom expressions.
Other options include generating a table using IronPython, if you're up to that.

MS Excel IF statement confusion

I'm trying to make a spreadsheet for some calendars that I'm selling. I have a pricing scheme which depends on how many calendars a customer buys. I want to be able to keep track of sales, but I don't want to have to input the price per unit for each sale. I set up an IF statement that seems to work except for the last variable. Here's a screenshot:
As you can see, it works all the way to the last one. After the number reaches 11, the price per unit should drop to 6, but it doesn't! I know it must be a simple fix, but I don't know much about IF statement, so I'm stuck. Please help!
If you set up your price table similar to my set-up below, you can use a VLOOKUP formula to make it more flexible.
The formula in H10 is:
=VLOOKUP(G10,$B$1:$C$5,2,TRUE)
Enter and drag down.
The benefit of this approach is that you can change the lower bound count on the left and you'll get an adjustment without having to update the formula. Try changing the 2 in Count to 3 and you'll see the adjustments right away.
An added benefit is you can add some more values to the table for further pricing brackets.
If you must use an IF statement, try:
=IF(G10=1,9,IF(G10<=5,8,IF(AND(G10>5, G10<11),7,IF(G10>=11,6,IF(G10="","")))))
The problem with yours is it will never read the if(G10>=11 part because it has already evaluated if(G10>5
If it should have no output when G10 is blank, use the following variant:
=IF(ISBLANK(G10),"",IF(G10=1,9,IF(G10<=5,8,IF(AND(G10>5, G10<11),7,IF(G10>=11,6,IF(G10="",""))))))
I agree with #Nanashi that putting the price thresholds in a separate table and using vlookup is a better solution. That would make it possible to change the price points without having to edit multiple formulae.
But to just get your formula working, try this: =if(g10="","",if(g10=1,9,if(g1<=6,8,if(g10<=10,7,6))))
Notice that:
You don't need (and probably don't want) quotes around your numeric
values
The order of tests is important. In your original, the test for g10>=11 is never reached because it is in the else part of the g10>5 function.
A properly constructed table of quantities and pricing coupled with a VLOOKUP formula would be the best way to go and eases future pricing changes. But for the sake of diversity, your straightforward pricing structure could also be handled by the following:
=(6+(G10<11)+(G10<6)+(G10<2))*(G10>0)
In the formula, "G10>5" should be "G10<=10". Otherwise, when it gets to 11, it still meets the G10>5 criteria.

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