I am trying to find another solution to below Excel formula that was already provided here:
How do I create groups based on the sum of values?
It is the same requirement, but the grouping criteria needs to be an exact value.
Here's the sample data:
Column A | Column B
Item A | 1
Item B | 2
Item C | 3
Item D | 4
Item E | 5
Item F | 1
Item G | 2
Item H | 3
Item I | 4
Item J | 5
I need to group the rows if their Column B sum = 5.
Expected result:
Group 1 = Item A, Item D (1 + 4) = 5
Group 2 = Item B, Item C (2 + 3) = 5
Group 3 = Item E = 5
Group 4 = Item F, Item I (1 + 4) = 5
Group 5 = Item G, Item H (2 + 3) = 5
Group 6 = Item J = 5
If a row's Column B exceeds 5 or does not have another matching row to equal 5 when added then it will have no Group value.
Groupings can be interchangeable, ie. Group 1 = Item A, Item I can be made since 1 + 4 = 5.
I assume this can be achieved using Excel formulas but I am struggling to find which formula(s) can be used. Any help is appreciated!
I believe I was able to understand your question after some comments exchanged. Anyway I would recommend to update your question, it is an interesting problem, but the question was difficult to follow.
Before looking for an Excel solution, I took the approach of understanding the problem as a state machine with the transition from one state to another. I considered the following states that represent the position the item in the group. A group is defined as consecutive items that the sum of all items is equal to 5.
EMPTY: Just the initial situation
START: Start of the group
MIDDLE: A middle element of the group
END: The end of the group
START-END: A group with a single element
NA: Not applicable group
I follow the same idea of: How do I create groups based on the sum of values?, but slightly different helper columns:
Total (Column D), but for this case it is used the following formula: IF(SUM(C3,D2)>5,C3,SUM(C3,D2))
Status or item position within Group (Column G). Here is where it is calculated the corresponding status for each element
Checks for Valid Groups (Column H): Evaluates if a group is valid. When there is no match to 5, the group is not valid. It is indicated at the row that represents the beginning of the group (START or START-END states). If TRUE it means a valid group, if FALSE it is not a valid group, and NA for an NA value from Status column. If empty represents any element of the group that is not the first one.
Group # (Column I): To identify the group the row (Item) belongs to. Notice that we start counting the group from 1 and I also consider the case a group can not be formed (NA).
Here is a screenshot with the solution and the formula on G3:
=LET(total, D3, prevS, G2, QTY, C3,
IF(C3="", "",
IF(OR(AND(total=5, QTY<5, prevS="START"), AND(total=5, prevS="MIDDLE")), "END",
IF(OR(AND(total>5, total=QTY, OR(prevS="START", prevS="MIDDLE")),AND(total>5, OR(prevS="", prevS="END", prevS="NA", prevS="START-END"))), "NA",
IF(OR(AND(total<5, total=QTY, OR(prevS="START", prevS="MIDDLE")),AND(total<5, OR(prevS="", prevS="END", prevS="NA", prevS="START-END"))), "START",
IF(AND(total<5, OR(prevS="START", prevS="MIDDLE")), "MIDDLE",
IF(OR(AND(total=5, total= QTY, OR(prevS="START", prevS="MIDDLE")),AND(total=5, OR(prevS="", prevS="END", prevS="NA", prevS="START-END"))), "START-END", "UNDEFINED")
)
)
)
)
)
)
Notes::
LET Excel function is used to have something more readable
The IF blocks should to be ordered from the most specific case of total and QTY values to the most generic ones. For the case with same total condition, make sure the second condition for prevS are not repeated.
Added as a last resort UNDEFINED case, to check if any transition was not covered, if that is the case it has to be reviewed, so far in the sample data all cases are covered
Column K-Q is just for documenting purpose to identify all possible transitions. Column K-M provides all possible transitions organized them by previous status. The columns O-Q represent all possible transitions ordered by current status, so it is easier to formulate each portion of the IF blocks.
Maybe the formula can be simplified, compared to the solution provided by the similar question is more complex, but this question has more specific conditions. Some transitions maybe not relevant for the final result, but it is preferred to consider all positions in the group to make sure all transitions are covered.
The following state machine diagram shows all possible transitions:
Notes:
As you can see the solution also considers when a group cannot be created or non valid groups (NA values). The solution considers that Item column has only positive values, it is not stated in the question any restriction, but looking at the example they are all positives. To consider zero values, this solution needs to be adjusted.
Checks for Valid Groups column is calculated as follow:
= IF(G3="", "",
IF(G3="START-END", TRUE,
IF(G3="NA", "NA",
IF(G3="START",
LET(endRow, IFNA(MATCH("START", LEFT(G4:$G$1000,5),0), MATCH("", LEFT(G4:$G$1000,5),0))+ ROW()-1,
value, VLOOKUP("END", G4:INDIRECT( "G" & endRow),1,0),
IF(ISNA(value), FALSE, TRUE)
), ""
)
)
)
)
It identifies the start and end of the group, and then finds any NA values, if there are, then it is not a valid group. If the end of the candidate group is not found (the first MATCH returns N/A), then is searches until a blank row
Group # column is calculated has follow:
=IF(C3="","", LET(value, MAX($I$2:I2), IF(G3="NA", "NA",
IF(H3=TRUE, value + 1, IF(H3=FALSE, "NA",
IF(I2="NA", "NA", value))))))
This way only valid transaction are considered, i.e. the following status transitions starting from START but not ending in END : START->NA, START->MIDDLE[one or more]...->NA and NA are not considered valid groups (NA).
I added more examples from the original sample file provided, more can be added to further test all possible scenarios, but I guess you get the idea about this approach. As you sated "I assume this can be achieved using Excel formulas" yes it is possible, but I would say for more complex conditions I would suggest to implement a state machine algorithm in VBA. Even it is possible to do it with Excel functions, you have to deal with several nested IF blocks and helper columns, something that can be achieved with a simple for-loop in VBA.
Here is a link to online Excel file I used.
We use multiple Subsidiaries; obviously every customer has at least one. Most have multiple, and I'm trying to get a list of all of the customers that don't have a particular subsidiary (call it 'XYZ').
The most obvious approach is to use:
Subsidiary : Name does not contain 'XYZ'
or, as a formula(numeric):
case when {msesubsidiary.namenohierarchy} != 'XYZ' then 1 end
That doesn't work because every customer has at least one subsidiary that isn't XYZ, so all customers satisfy the condition and get returned.
I've got a feeling the solution will involve counting the number of {msesubsidiary.namenohierarchy}s for each customer which = 'XYZ' and returning only the ones where that number is 0, but that's not an area I'm very knowledgeable on.
I don't have access to a OneWorld system, but I've done the same thing looking for items that don't have a preferred bin in a given location, and works where you want to show any record where a sublist doesn't contain any desired value. And you're right in your thinking :
Make the Customer your first "Results" column, and set the summary type to "Group".
Set your "Standard" filters as required e.g excluding inactive, only certain sales reps, etc.
Create a "Summary" filter :
Type = Sum
Field = Formula (Numeric)
Formula = case when {msesubsidiary.namenohierarchy} = 'XYZ' then 1 else 0 end
Condition = EQUALS 0
This creates a search, where for each customer, the subsidiary sublist is checked, and if ANY row matches XYZ then it sets the flag to one, and the condition (EQUALS 0) then only presents customers where NONE of the subsidiaries are XYZ.
I am trying to extract some data out of a large table of data in Excel. The table consists of the month, the agent's name, and either a 1 if they made a sale or a 0 if they did not.
What I would like to do is plug in a Month value into one cell, then have it spit out a count of how many agents made their first sale that month.
Sample Data and Input Output area
I found success by creating a secondary table for processing a minif and matching to agent name, then countif in that table's data how many sales months matched the input month. However I would like to not have a secondary table and do this all in one go.
=IF(MINIFS(E2ERawData[Date Group],E2ERawData[Agent],'Processed Data'!B4,E2ERawData[E2E Participation],1)=0,"No Sales",MINIFS(E2ERawData[Date Group],E2ERawData[Agent],'Processed Data'!B4,E2ERawData[E2E Participation],1))
=COUNTIFS(ProcessedData[Month of First E2E Sale],H4)
Formula in column F is:
=MAX(0;COUNTIFS($A$2:$A$8;E3;$C$2:$C$8;1)-SUM(COUNTIFS($A$2:$A$8;"<"&E3;$C$2:$C$8;1;$B$2:$B$8;IF($A$2:$A$8=E3;$B$2:$B$8))))
This is how it works (we'll use 01/03/2022 as example)
COUNTIFS($A$2:$A$8;E3;$C$2:$C$8;1) This counts how many 1 there are for the proper month (in our example this part will return 2)
COUNTIFS($A$2:$A$8;"<"&E3;$C$2:$C$8;1;$B$2:$B$8;SI($A$2:$A$8=E3;$B$2:$B$8)) will count how many 1 you got in previous months of the same agents (in our example, it will return 1)
Result from step 2, because it's an array formula, we sum up using SUM() (in our example, this return 1)
We do result from step 1 minus result from step 3 (so we get 1)
Finally, everything is inside a MAX function to avoid negative results (February would return -1 because there were no sales at all and agent B did a sale on January, so it would return -1. To avoid this, we force Excel to show biggest value between 0 and our calculation)
NOTE: Because it's an array formula, depending on your Excel version maybe you must introduce pressing CTRL+ENTER+SHIFT
If one has got access to the newest functions:
=LET(X,UNIQUE(C3:C9),VSTACK({"Month","Total of First time sales"},HSTACK(X,BYROW(X,LAMBDA(a,SUM((C3:C9=a)*(MINIFS(C3:C9,D3:D9,D3:D9,E3:E9,1)=C3:C9)))))))
I have a set of batch numbers in a sheet which are alphanumeric code as follows
sdc234
fgh345
ght587
jki876
The alphabets of the batch number represent a product code. For example
sdc = 20499999
fgh = 45999999
ght = 67999992
jki = 56700000
The above relation is in another sheets.
I want to match product code with batch number directly. How do i lookup a product code based on this partial info ?
You can sort your second table in an alphabetical order and use VLOOKUP with TRUE (approximate match) as your third argument.
Assuming the second table is in column A and B:
D E
sdc234 =VLOOKUP(D1,A:B,2,TRUE)
fgh345 =VLOOKUP(D2,A:B,2,TRUE)
ght587 =VLOOKUP(D3,A:B,2,TRUE)
jki876 =VLOOKUP(D4,A:B,2,TRUE)
The output is as below:
D E
sdc234 20499999
fgh345 45999999
ght587 67999992
jki876 56700000
EDIT:
Assuming your product code is always 3 letters, you can use the LEFT function to get the first 3 letters and then use that as the lookup value. This way you can use the exact match as your third argument:
sdc234 =VLOOKUP(LEFT(D1,3),A:B,2,FALSE)
fgh345 =VLOOKUP(LEFT(D2,3),A:B,2,FALSE)
ght587 =VLOOKUP(LEFT(D3,3),A:B,2,FALSE)
jki876 =VLOOKUP(LEFT(D4,3),A:B,2,FALSE)
Credits to Mladen Savic's comment for making me think of this solution.
In Table 1:
I have Product Segments 1-6 for Companies
1-8. Each have different products that they list, not necessarily in the same order.
1-8. Each have different products that they list, not necessarily in the same order.
In Table 2:
I would like to return a "True" or "False" if the company lists Product Segments A-F as one of their products. For example, in Table 2 for Product Segment A, company 1 would return "True" and company 4 would return "False"
I feel like an =MATCH(J$2,INDEX($B$3:$G$10,MATCH($I3,$A$3:$A$10,0)),0) function is exactly what I'm looking for, but unfortunately I cannot return an array with excel's INDEX function.
Any suggestions would be highly appreciated.
Please refer to the image below:
http://i.stack.imgur.com/491Wk.jpg
I would use SUMPRODUCT:
=SUMPRODUCT(($A$3:$A$10=$I3)*($B$3:$G$10=J$2))>0