Create custom group for numeric range in pivot table - excel

I know that I can achieve what I need with a set of extra columns in the PivotTable Data Source, but I wonder if there is an alternative way to achieve this.
I have a table with Customers Orders; for each order (i.e. each row) I have the customer name and the indication of the nr of days since last order.
I am trying to put up a PivotTable that has the Customer names in the rows, the nr. of orders in the values and the following groups in the columns:
a) < 7 days
b) 7 <= days < 14
c) 14 <= days < 28
d) >= 28 days
So far, using the "group field" option, I could create the following groups:
i) < 7 days
ii) 7 <= days < 14
iii) 14 <= days < 21
iv) 21 <= days < 28
by setting:
Starting at = 7
Ending at = 28
By = 7
I could live with the extra group (iii), problem is that it does not include the group (d); said differently the grouping acts like a filter which is not what I want.
As said I can add columns for groups a-d, but is there a way to achieve this without?

As far as I know you can only add one group to a pivot table spaced at a regular interval. What I tend to do in these situations is either add a single column to the data source with a nested if formula or to add a secondary table and use a lookup formula.
For example,
The formula below finds the group in the secondary table where days are greater than or equal to the lower bound AND less than or equal to the upper bound.
=INDEX(Table2[Group],MATCH(1,([#Days]>=Table2[Lbound])*([#Days]<=Table2[Ubound]),0))

Related

EXCEL formula to sum demand per date when multiple entries of dates exist

How do I sum the amount of demand I have for each date, when there are multiple entries for each date., e.g.
Sheet 1:
A B
Date Demand
13/7/21 5
13/7/21 4
13/7/21 2
15/7/21 6
15/7/21 3
16/7/21 2
16/7/21 4
So I'm trying to get a summary as follows:
Sheet 2:
A B
13/7/21 11
14/7/21 0
15/7/21 9
16/7/21 6
17/7/21 0
I've tried =SUMPRODUCT(--('Sheet 1'!$A$2:$A$240='Sheet 2'!A2),'Sheet 1'!$B$1:$B$240)
I'm not wanting to do a pivot table, as the pivot table does not give me the zero values for dates where there is no data (unless there is a way to show this in a pivot)
You can use SUMIFS() like
=SUMIFS(Sheet1!B:B,Sheet1!A:A,A1)
You can also use SUMPRODUCT() in this way.
=SUMPRODUCT((Sheet1!$B$2:$B$8)*(Sheet1!$A$2:$A$8=A1))
Put together quickly to start you off:
Edit to give text version of the solution to the OP's problem:
=SUMIFS(B6:B12,A6:A12,"="&G12)
Then you can do between by setting lower and upper criteria in the sumifs().

Count of Excel based on 2 column criteria and counting the 3rd column

I need a count of how many date items fall within Data 1 & Data 2
ie:
x-1 will have a count of 2
x-2 will have a count of 1
-x-3 will have a count of 2
-y-1 will have a count of 2
What would be the best way to go abouts when approaching this?
Data 1
Data 2
Date
x
1
Date 1
x
1
Date 1
x
1
Date 2
x
2
Date 3
x
2
Date 3
y
1
Date 1
y
1
Date 1
I see only one way to interpret with the available information:
To count the number of times Date_to_test falls within Date_1 and Date_2 (screenshot below, sheet here), you could use either the sum or something like a countifs (with interim calc):
sum approach
=SUM(1*($C$2:$C$11<=$B$2:$B$11)*($A$2:$A$11<=$C$2:$C$11))
countifs + interim calc
helper
=1*(C2<=B2)*(A2<=C2)
(additional column, drag down)
countifs
=COUNTIFS($D$2:$D$11,1)
Screenshot
Alternative
as for the 'sum' approach, sumproduct variants (e.g. =SUMPRODUCT(1*($C$2:$C$11<=$B$2:$B$11),1*($B$2:$B$11>=$A$2:$A$11))) are calculation/memory intensive
despite the countifs + helper approach containing more 'visible' data - these values need only be calculated once, the countifs can then be determined independently (assuming no updates to the helper column) - thus making it more memory/calculation efficient depending upon your calculation mode, screen-updating preferences
Caveat
if, by some misfortune re: interpreting your question, you are referring to some other means of establishing whether "date items fall within Data 1 & Data 2", then without knowing what this is, there very low likelihood of being able to guess this correctly

How to do calculated values in Excel Pivot Table

I have a table like this:
Year Num Freq. Exam Grade Course
2014 102846 SM SM Astronomy 3
2015 102846 12,6 1,7 NC Astronomy 2
2017 102846 20 11,8 17 Astronomy 2
2015 102846 SM NC Defence Against the Dark Arts 4
2015 102846 11 4,5 NC Herbology 2
2015 102846 15 13,99 14 Herbology 2
I am trying to get the percentage of approved students (Grade >= 10) for each course by year and global average.
I've been trying for nearly 3 hours to do a calculated field but so far the only thing I could get was the sum of each student per year:
I have tried to do a calculated field with = Grade >= 10 hoping that it would give me a list of approved students but it gives me 1.
What am I doing wrong in here? It's my first time working with pivot tables.
I would really recommend to not mix string type (text) together with numbers. It's a horrifying idea and will cause a lot of headache when data will be used for calculations (both Freq. and Grade). Rather I would use 0 or some numeric value to represent the text.
Not recommended, but yes it's doable =)
You need some dummy variable to point out which row is number and which is text. So I created Grade Type. We can now count only the rows that have a number in the Grade column by using Grade Type = Number.
I create a table of the data and add the column Grade Type. I use this formula to get Grade Type:
=IF(ISNUMBER([#Grade]),"Number","Text")
I then create the following measures:
Nr of Approved Students
=COUNTX(FILTER(Table1, Table1[Grade Type]="Number"),
IF((VALUE(Table1[Grade])>=10),VALUE(Table1[Grade]),BLANK()))
First we filter which rows that should be evaluated (COUNTX(<table>,...)). If yes, then only count for rows that fulfill >=10, where VALUE() converts string number to numeric (COUNTX(...,<expression>)).
Nr of Student (w/ Grade Number)
=COUNTX(FILTER(Table1, Table1[Grade Type]="Number"), VALUE(Table1[Grade]))
Count all rows that have a number
Approved (% of Total)
=[Nr of Approved Students]/[Count of Grade]
Setup the PowerPivot Table
Create the PowerPivot and add the data to the data Model
Then create a new measure by clicking your pivot table and then "Measures" -> "New Measure..."
Fill in all the relevant data.
Result should be something like:

count and sum function not properly working

I am working in excel and for some reason my sum or count function is not working properly. Or, perhaps I am not using the correct function or in the right way.
A B C D E F G H
February Max March Max
1 28
2
3
4
5
7
11
15
17
19
22
23
25
IF(SUM(A:A>0),28,"")
IF(SUM(E:E>0),31,"")
I have the above columns, I want the Max columns to show a specific number only if there is data in their respective month column. February has data, so it shows 28. March does not have any data so it shows no max. I need to look at the entire column or at least a large area (row 2 to row 2000).
The issue I am having is that if I do not have a value in the first row, but do have values in later rows, the sum or count function will to recognize that and will return zero.
A B
February Max
3
4
5
7
11
15
17
19
22
23
25
IF(SUM(A:A>0),28,"")
I have tried both sum and count functions, neither are giving me the results I want. I have also tried making >= 1. I found from StackExchange that someone was having a similar problem and a solution was to change the cell format to a number. That did not work either. Any suggestions?
Per my comment, you could use COUNTA() which checks if a cell is blank.
While it doesn't answer the technical reason SUM/COUNT isn't working, it should work for your intended purposes.
=IF(COUNTA(A:A)>0,28,"")

Need to make a calculation based on multiple lookup results on another Excel sheet

Need to try and get a result based on possible 3 lookups in Excel.
I have a price for a certain size hire vehicle and need to check to see if I want to add in a supplement or not based on entry into a cell in another sheet.
I have a sheet called Keys that has the criteria I base my calculations on and a second sheet I have the rates loaded for all the vehicle sizes available, cars to coaches. I would like to calculate the supplement for customers of the move to a larger vehicle or even a reduction dependent on what I choose.
Keys data is:
Vehicle Sizes
Range # Seats Rate Column Supplement Range to work on
1 4 R N
2 7 S Y 1
3 16 T N
4 24 U Y 5
5 29 V N
6 35 W N
7 45 X N
So for example if the I have chosen to calculate the supplement on the 7 seater then I want to calculate the difference between the 7 seater and 4 seater and that is my supplement. I have also chosen to calculate the reduction between the 29 and 24 seater vehicles.
Am trying to figure out how to combine multiple IF and LOOKUP, if they are correct or not.
So basically IF I have a Y in the supplement column on Keys then calculate the difference in the rates based on the Rate Column based on the Range to work on.
Any suggestions or help appreciated
Sorry think I forgot about the actual rates. They are stored on another sheet as per below. the charges are per service, like an airport transfer etc., they are in VN Dong so thats why they are in the 100,000 + range.
R S T U V W X
Rate with Surcharge
4 7 16 24 29 35 45
340000 373000 394000 735000 780000 1050000 1210000
I have tried to tweak the answer from pnuts but getting a bit lost, note sure if I need the MATCH in the formula of not.
I doubt this will suit but it may help to clarify your requirements:
=IF($D2="N","",INDEX(Sheet2!$Q$2:$X$4,MATCH(F$1,Sheet2!$Q$2:$Q$4,0),CODE($C2)-80)-INDEX(Sheet2!$Q$2:$X$4,MATCH(F$1,Sheet2!$Q$2:$Q$4,0),CODE($C2)+$E2-$A1-81))
in F2 copied across and down to suit.

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