I have a sheet which calculates the Peak Equity (CS) as well as the Total Equity (CR); both of these eventually wind up being different at some point, as one is calculating from the peak, whilst the other is just the current total.
The difficulty always comes with anything like this when autofiltering, so I need some assistance
I have a formula (two actually) which works well on Total Equity (CR), even when the sheet is autofiltered.
Both =10000+SUBTOTAL(109,CR$18:CR18) and =AGGREGATE(9,7,CR$18:CR18)+10000 do the job perfectly. I have used the SUBTOTAL one in this sheet
To calculate the Peak Equity (CS), requires finding the maximum of either the previous Peak Equity (CS) or current Total Equity (CR). The first row (CS18) is not able to use the same formula as there is no previous data row, so in this cell (CS18), I used the starting bank in the calculation instead.
Assuming the first row of data is 18, the basic formula in column CS is =MAX(CR19,CS18). This formula works fine when the sheet is not filtered, but falls over when it is autofiltered, for obvious reasons. Is there a way to have column CS be dynamic, always showing the correct Peak Equity?
As an afterthought, could the starting bank be possibly part of the formula to help resolve the issue? I'm just not sure how to address this issue. It doesn't matter what that bank is, but let's just use 10000 as a starting point for now if that helps.
Some additional explanation is needed so hopefully I can make what clearer
The first 17 rows are taken up with performance statistics. After that:
Profit or Loss is column N,
Current Bank is column CR,
Bank Highest Position (Peak) is CS
CR is the current total of what is visible in N - =10000+SUBTOTAL(109,N$18:N18)
CS needs to always be the larger of CR of the current row and CS of the previous row, but how is that possible in the first visible row as there is no previous row to use?
As the first 17 rows are taken up with data showing strike rates etc, whatever row is in position 18 will basically need to fulfil this =N18+10000 with 10000 being the starting bank
A couple of provisos change things a little, though, as CS can never be below the starting bank figure, let's assume 10000, so if the first row of N was a loss, CS would still be 10000, if that makes sense. As profit grows, CS also grows, but it can never go backwards, as it is always the peak. CR is simply the current $ amount in the bank. CS is the high point and will always be greater or equal to CR..
So I'll try it in English. CS would be something like this
IF current row is the first row, then the higher of N + 10000, or 10000. IF not the first row, then the higher of 10000, CR of current row or CS of row above.
I hope this helps a little bit, as I am not sure how to express this in a formula which will work when filtered
Thanks so much in advance
Regarding the starting bank value, how about wrapping the peak equity function inside IFERROR, like so:
IFERROR( function , starting bank value or cell reference)
Related
I'm using this equation =IF(K2=0,0, K2-I2) to show the difference in a cell with what a client has to pay vs what he has paid (negative if he paid less than what he had to and positive if he paid more). How would I modify this equation to substract from the next amount paid (k3 in this case) or the following (k4) if they didn't pay in k3 so the difference becomes 0 if its used with the added condition that the name at Column C matches.
The first column is the amount someone needs to pay, the second is what they paid, the fourth shows the difference and the fifth states what it is. I would like the difference from the first row to use the paid amount from the second row to substract from it before applying itself to the difference in the second row. Is this possible? I've tried looking for hours in google with no luck.
Edit:
This is how I would like it to look (this is manually inputting the data). The amount the client has to pay each month is 425.65 so the second month he pays 400 it would first cancel the first 'debt' to then count towards his second month payment which results in more debt than the first pay cycle.
Prelim
Worksheet here / screenshot below refer.
If you don't mind using a 'helper' column (I don't see any other way around this, unless you go down the 'VBA/Pivot' route, given the nature of the sum function re arrays) - then this should (I think!:) address the issue...
Eqns
Helper
=IF(OR(B3<>B4,SUM(D$3:D3*(B$3:B3=B3))>=INDEX($C$3:$C$11,MATCH(B3,$B$3:$B$11,0))),1,0)
This turns 1 when the sum of "Paid" is at least >= "Owing" for the same individual. Assumes: rows ordered chronologically, grouped by 'Person' attribute.
Net ultimate
=IF(B3=B2,"",SUM(D3:INDEX($D$3:$D$11,MATCH(B3&1,$B$3:$B$11&$E$3:$E$11,0))))
Screenshots
This sums from the first instance of 'Paid' for a given Person, to the Paid value corresponding to the first instance of a '1' in the Helper column.
Examples
In this case, A owes £1k at outset, pays £450 initially, then pays a further £700 (i.e. has overpaid by £150). As such, the 'Net ultimate' figure reports back £1,150 (=£450 + £700); it doesn't consider the £50 (did you want it to? If so the function becomes a lot easier, and reduces to a regular sumifs...).
For B: net ultimate = £1,025 (the total amounts paid never exceed what is owing, so tally all amounts paid by B)
Same goes for £1k and C....
Say I have the dataset below, what is the most efficient formula to fill the cells in column D, where the number of patients alive are calculated?
Example data set in excel
The way it should calculate is:
month 1: 8*100% = 8
Month 2: 8*80%+6*100% = 12.4
Month 3: 8*75%+6*80%+9*100% = 19.8
...
Month 10: etc.
The problem that I have is that which each row, the formula becomes longer. It is feasible to just manually enter the formulas for small datasets, but as datasets become larger, this task becomes unfeasible.
I have been able to use VBA to code the survival of the number of new patients column (C). But then I would have to rerun the VBA code as soon as I change a single value in that column.
I have a feeling it should be possible with some combination of the INDEX function in excel, I just haven't been able to figure it out.
Who can help me out here?
Kind regards,
Sander
If moving the data a bit is allowed at least for the calculation, you could do something like this:
=SUMPRODUCT($F$11:$F$20,B2:B11)
It uses a reversed list of your current list of new patients. That list is created with (formula obtained from this site):
=INDEX($C$11:$C$20,COUNTA($C$11:$C$20)+ROW($C$11:$C$20)-ROW())
Result:
The added space is necessary for the formula to work (so that it gets 0% for patients not present yet).
Or one where you don't have to leave spaces (everything from above is reversed however):
=SUMPRODUCT($C$2:$C$11,G11:G20)
Good afternoon,
I am looking for an Excel/GOOGLE Sheet =SUM(IF()) statement formula that will help to know if I have made or lost money in any given month. To save time when inputting the information, I would like to have once cell in the TOTAL row calculate what is a positive and negative number depending on the PAYMENT TYPE used, and printout the remainder.
This is also maintain inventory for when new items are added to my life during this one month period, because I'm just weird like that.
(See Google Sheet Link for example) ie Expense Report
ie. My expenses are arranged by in a column PAYMENT TYPE: CC (for credit card, negative), CASH (negative), GC (for gift card, not added), or DEPOSIT (for income, positive).
The "added negative/positive" is how the balances should look: red for money spent (CC, CASH), gray for no expense (GC), green for money earned (DEPOSIT).
The =sum(if()) formula would then be able to easily calculate the end result, either in red (money lost) or green (money earned).
If there is another formula outside of =sum(IF()) that would do this job, I am very interested in seeing how it would be applied, so I can learn it.
Thank you for your responses, in advance.
-ECP03
Unfortunately, my current network blocks Google Docs so I can't view your example doc. From what I've gathered, you have a a couple information columns (expense, amount, etc) and then one column that includes the payment type. Here are 2 ways you could do this:
Assumption: you have NAME (Range A1:A5), EXPENSE (Range B1:B5), and PAYMENT_TYPE (Range C1:C5) as your 3 columns with 4 total transactions. Header is the first row (A1:C1). This assumes you will never have more than 1000 transactions to keep track of; just modify 1000 to whatever new max you require.
1) This solution gives you your sum. It does not tell you the positive and negative contributions of the positives and negatives. For that see Solution 2.
Set the cell that you want your net income to be to:
=SUMIF(C1:C1000,"DEPOSIT",B1:B1000)-SUMIF(C1:C1000,"CC",B1:B1000)-SUMIF(C1:C1000,"CASH",B1:B1000)
2) This is the solution that shows both positive and negative contributions.
Set aside 3 cells (say E1, E2, and E3). Set E1 to:
=SUMIF(C1:C1000,"CC",B1:B1000)+SUMIF(C1:C1000,"CASH",B1:B1000)
This is your 'negatives' cell. Set E2 to:
=SUMIF(C1:C1000,"DEPOSIT",B1:B1000)
Set E3 to:
=E2-E1
Then all you have to do is use conditional formatting (if you don't know how to do this just let me know or Google it) to set cell E3 to be green if the amount in it is > 0, red if it is < 0, and gray if it is = 0.
Thank you, Judu Le.
That formula does the trick.
I did use your first answer.
ie. =SUMIF(C1:C1000, "DEPOSIT", B1:B1000) - (SUMIF(C1:C1000, "CC", B1:B1000)+SUMIF(C1:C1000,"CASH",B1:B1000))
The end result did not add or subtract the GC balance, which is what I wanted.
This worked perfectly. Thank you for your timely feedback.
-ECP03
Myself and some friends are taking part in a weight loss challenge this year and I will be recording monthly weigh in's and body measurements. I need to find a calculation which will work out the difference's in inches and pounds.
I have the item title in column B from row 10 down to Row 17. The first one in Row 10 is weight which is calculated in pounds.
Then going across from Column C is the month starting with Jan ending in December in Column N.
The total loss needs to be updated after every monthly entry into column O.
Unfortunately I cannot post a picture of the table as I'm new to this group.
I've tried other formulaes suggested to people with similar problems but they don't work for me.
Can anyone help?
Many Thanks
Helen
Bit hard to work it out from your description but I think you are looking for
=C10-MIN(D10:N10)
That assumes the largest figure will always be in column C and will update every time a new entry is placed in the row.
If the weight might go up (not that you are going to fail the challenge) you could use
=C10 - LOOKUP(1,1/(D10:N10<>""),D10:N10)
This should do the trick. (And you can copy down to other rows as necessary)
=INDEX(C10:N10,1,COUNT(C10:N10))-C10
INDEX used here, returns the value from the range C10:N10 in the first and only row, where the column is determined by the count of values already entered. So if you have values entered for 4 months, the formula will take April's value and subtract January's value.
A negative number will represent weight loss. A positive number means weight gain.
Total fat loss :
(AVERAGE(C10:N10) - C10)*2
I have a requirement in Excel to spread small; i.e. pennies, monetry rounding errors fairly across the members of my club.
The error arises when I deduct money from members; e.g. £30 divided between 21 members is £1.428571... requiring £1.43 to be deducted from each member, totalling £30.03, in order to hit the £30 target.
The approach that I want to take, continuing the above example, is to deduct £1.42 from each member, totalling £29.82, and then deduct the remaining £0.18 using an error spreading technique to randomly take an extra penny from 18 of the 21 members.
This immediately made me think of Reservoir Sampling, and I used the information here: Random selection,
to construct the test Excel spreadsheet here: https://www.dropbox.com/s/snbkldt6e8qkcco/ErrorSpreading.xls, on Dropbox, for you guys to play with...
The problem I have is that each row of this spreadsheet calculates the error distribution indepentently of every other row, and this causes some members to contribute more than their fair share of extra pennies.
What I am looking for is a modification to the Resevoir Sampling technique, or another balanced / 2 dimensional error spreading methodology that I'm not aware of, that will minimise the overall error between members across many 'error spreading' rows.
I think this is one of those challenging problems that has a huge number of other uses, so I'm hoping you geniuses have some good ideas!
Thanks for any insight you can share :)
Will
I found a solution. Not very elegant, through.
You have to use two matrix. In the first you get completely random number, chosen with =RANDOM() and in the second you choose the n greater value
Say that in F30 you have the first
=RANDOM()
cell.
(I have experimented with your sheet.)
Just copy a column of n (in your sheet 8) in column A)
In cell F52 you put:
=IF(RANK(F30,$F30:$Z30)<=$A52, 1, 0)
Until now, if you drag left and down the formulas, you have the same situation that is in your sheet (only less elegant und efficient).
But starting from the second row of random number you could compensate for the penny esbursed.
In cell F31 you put:
=RANDOM()-SUM(F$52:F52)*0.5
(pay attention to the $, each random number should have a correction basated on penny already spent.)
If the $ are ok you should be OK dragging formulas left and down. You could also parametrize the 0.5 and experiment with other values. With 0,5 I have a error factor (the equivalent of your cell AB24) between 1 and 2