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I have a project where I need to break people into 3 buckets with task lists that rotate quarterly (Phase A = task list 1, B = task list 2, C = task list 3). The goal here is to sort people into the buckets based on a departure date, with the ideal being that they would depart when they're in the C phase. I have a formula already set up that will tell me the number of quarters between the project start date and the person's departure date, so now I'm trying to figure out how to get Excel to tell me if a person's departure date falls within their bucket's C Phase.
I have this formula in a column called DEROSQtr:=ROUNDDOWN(DAYS360("1-Oct-2020",[#DEROS],FALSE)/90,0)
Now the easy way to approach this would be to build a static array and just see if that formula results in a value in the right array, where the numbers in the array define which quarter from Oct 2020 that the bucket's C Phase is going to be in:
ArrayA = {1;4;7;10;13;16} ArrayB = {2;5;8;11;14;17} ArrayC = {0;3;6;9;12;15}
The formula that pulls this all together is then:
=IF([#EFP]="A",IF(IFNA(MATCH([#DEROSQtr],ArrayA,0),-1)<>-1,TRUE,FALSE),IF([#EFP]="B",IF(IFNA(MATCH([#DEROSQtr],ArrayB,0),-1)<>-1,TRUE,FALSE),IF([#EFP]="C",IF(IFNA(MATCH([#DEROSQtr],ArrayC,0),-1)<>-1,TRUE,FALSE),"-")))
Now while this will work for as long as I build out the static array, I'm trying to figure out how to define each of these buckets with a formula that Excel can work with, i.e. bucket A hits phase C in 3n + 1 quarters where n is the number of cycles through all 3 phases, so ArrayA = 3n+1, ArrayB = 3n+2 and ArrayC = 3n. What I'm hunting for here is the best way to define each of the arrays as a formula.
After some additional digging and looking back at how to define each array, I came across the MOD() function in Excel. I was then able to rewrite the formula that does the checking as =IF([#EFP]="A",IF(MOD([#DEROSQtr]-1,3)=0,TRUE,FALSE),IF([#EFP]="B",IF(MOD([#DEROSQtr]-2,3)=0,TRUE,FALSE),IF([#EFP]="C",IF(MOD([#DEROSQtr],3)=0,TRUE,FALSE),"-"))), replacing ArrayA(3n+1) with MOD([#DEROSQtr]-1,3), ArrayB(3n+2) with MOD([#DEROSQtr]-2,3), and ArrayC(3n) with MOD([#DEROSQtr],3).
Since I do not have the data you are calculating your quarter, its difficult to give you exact answer. However, as I understand your have a column which has the formula to calculate the quarter say "Formula_Col"
Solution will be to add a new column and flag it based on the values in "Formula_Col".
If you can give some sample data I can provide exact answer.
I have a scale, based on which I decide the value of the coefficient for the multiplication. The scale looks as following:
Which means that:
for Category1: when value>=1.000.000 then coef is 1, when value>=500.000 then coef is 0.8 and etc.
Same logic applies for Category2;
Then I have input data in the following format:
Company !MainCat|Sales Amount|
Company1|T1 | 6.500.000|
Company2|T2 | 70.000|
I need to find corresponding coefficient, ratio of the coeffitient and the value (=ratio*MaxCoef). Currently, I am finding coef the following way:
- for company1:
=IF(C8>=$D2;$D$1;IF(C8>=$E2;$E$1;IF(C8>=$F2;$F$1;IF(C8>=$G2;$G$1;IF(C8>=$H2;$H$1;IF(C8>=$I2;$I$1))))))
That is literally hardcoded and doesn't look good. Maybe there is a better way of doing ? Any suggestions?
Formula view:
You can COUNTIF(range, [criteria] < value) * 0.2 as your add 0.2 per coef stage.
To you data do: =COUNTIF(D2:H2, "<"&C8) * 0.2, count how many stages the value passes * the value per stage.
Your count if range needs to be until H2 as I2 is 0, so inferior to value and gets counted.
To combine the COUNTIF() with a dynamic search for the right category based on MainCat you can MATCH() the MainCat with Code which will give the row where the Code is located and utilize INDIRECT() to apply it as range.
=COUNTIF(INDIRECT("D"&MATCH(B8,B:B,0)&":H"&MATCH(B8,B:B,0)),"<"&C8)*0.2
MATCH(B8,B:B,0) - will match the value on B8 (lets say T1) and return the row 2.
INDIRECT("D"&MATCH(B8,B:B,0)&":H"&MATCH(B8,B:B,0) = INDIRECT("D"&2&":H"&2) - will turn the text into an actual range to be use by the COUNTIF().
Create a table ‚Mapping’ that contains two columns, ‚Category’ and ‚Coefficient‘, then use INDEX-MATCH on it as described in https://www.deskbright.com/excel/using-index-match/.
=INDEX(Mapping[Category]; MATCH([Coefficient]; Mapping[Coefficient]; -1))
This example assumes that you put this formula into a table that has a column named ‚Coefficient‘ with the input value to your multiple IFs.
The trick is that as a match_type argument, provide either -1 or 1, according to your needs.
You can do this in VBA. Write your own function which ends in something like that
=MyOwnScale(C8; B8; A2:I3)
The first parameter of your VBA-function is the value, the second the category and the third is the range with the thresholds. So you can move your cascading IF-loops in VBA-Code and you (and your users) see only a clean function call in the cell.
I'm making a spreadsheet in excel to help me understand how starting a part-time business on top of my full time job might affect my tax. I need to do this because I'm very close to my next UK tax bracket and I want to know exactly how it might affect my finances.
As part of this I'm trying to write an excel formula that will add two numbers then check if this new number is greater than a third number. I will refer to the two numbers added together as A and the third number as B. If A is not greater than B then I will multiply by 20% to find out how much of it is owed in tax. If A is greater than B I will subtract B from A to create number C and multiply B by 20% and C by 40% and add the two together to produce the final number I need. Can someone please xplain to me how to script this in Excel? I've looked for online examples but I'm not finding the language very penetrable. If I was using a scripting language I was more familiar with the code would look like this:
float taxThreshold = 42011.00;
int income = foo;
if(taxThreshold < income)
{
float higherRate = income-taxThreshold;
float standardTaxOwed = taxThreshold * 20%;
float higherRateOwed = higherRate * 40%;
float finalTaxOwed = standardTaxOwed+higherTaxOwed;
}
else
{
float finalTaxOwed = income * 20%;
}
I'm sure this is very simple to do, I just don't get the excel syntax. Can someone show me how this should be done? You'd not only be solving this problem but also giving me a means of translating from my current scripting knowledge into excel.
The easiest way is to store your 4 input parameters in some cells - and then name them. To do so, select the cell and type a meaningful name into the field that shows the address (i.e. left of the formula bar).
Once you have done this, you can simply use this formula:
=IF(Income>Threshold,Threshold*StandardTaxRate+(Income-Threshold)*HighTaxRate,Income*StandardTaxRate)
Without the naming, the formula would be something like this:
=IF(B2>B1,B1*B7+(B2-B1)*B8,B2*B7)
Both formulas will calculate you the tax you'd need to pay. If you want it more explicit, I'd recommend a layout such as this:
The formulas would read:
C7: =IF(B2>B1,B1,B2)
C8: =IF(B2>B1,B2-B1,0)
D7: =B7*C7
D8: =B8*C8
HTH!
I need to be able to search my whole table for a row that matches multiple criteria. We use a program that outputs data in the form of a .csv file. It has rows that separate sets of data, each of these headers don't have any columns that are unique in of them self but if i searched the table for multiple values i should be able to pinpoint each header row. I know i can use Application.WorksheetFunction.Match to return a row on a single criteria but i need to search on two three or four criteria.
In pseudo-code it would be something like this:
Return row number were column A = bill & column B = Woods & column C = some other data
We need to work with arrays:
There are 2 kinds of arrays:
numeric {1,0,1,1,1,0,0,1}
boolean {TRUE,FALSE,TRUE,TRUE,TRUE,FALSE,FALSE,TRUE}
to convert between them we can use:
MATCH function
MATCH(1,{1,0,1,1,1,0,0,1},0) -> will result {TRUE,FALSE,TRUE,TRUE,TRUE,FALSE,FALSE,TRUE}
simple multiplication
{TRUE,FALSE,TRUE,TRUE,TRUE,FALSE,FALSE,TRUE}*{TRUE,FALSE,TRUE,TRUE,TRUE,FALSE,FALSE,TRUE} -> will result {1,0,1,1,1,0,0,1}
you can can check an array in the match function, entering it like in the picture below, be warned that MATCH function WILL TREAT AN ARRAY AS AN "OR" FUNCTION (one match will result in true
ie:
MATCH(1,{1,0,1,1,1,0,0,1},0)=TRUE
, YOU MUST CTR+SHIFT+ENTER !!! FOR IT TO GIVE AN ARRAY BACK!!!
in the example below i show that i want to sum the hours of all the employees except the admin per case
we have 2 options, the long simple way, the complicated fast way:
long simple way
D2=SUMPRODUCT(C2:C9,(A2=A2:A9)*("admin"<>B2:B9)) <<- SUMPRODUCT makes a multiplication
basically A1={2,3,11,3,2,4,5,6}*{0,1,1,0,0,0,0,0} (IT MUST BE A NUMERIC ARRAY TO THE RIGHT IN SUMPRODUCT!!!)
ie: A1=2*0+3*1+11*1+3*0+2*0+4*0+5*0+6*0
this causes a problem because if you drag the cell to autocomplete the rest of the cells, it will edit the lower and higher values of
ie: D9=SUMPRODUCT(C9:C16,(A9=A9:A16)*("admin"<>B9:B16)), which is out of bounds
same as the above if you have a table and want to view the results in a diferent order
the fast complicated way
D3=SUMPRODUCT(INDIRECT("c2:c9"),(A3=INDIRECT("a2:a9"))*("admin"<>INDIRECT("b2:b9")))
it's the same, except that INDIRECT was used on the cells that we want not be modified when autocompleting or table reorderings
be warned that INDIRECT sometimes give VOLATILE ERROR,i recommend not using it on a single cell or using it only once in an array
f* c* i cant post pictures :(
table is:
case emplyee hours totalHoursPerCaseWithoutAdmin
1 admin 2 14
1 him 3 14
1 her 11 14
2 him 3 5
2 her 2 5
3 you 4 10
3 admin 5 10
3 her 6 10
and for the functions to check the arrays, open the insert function button (it looks like and fx) then doubleclick MATCH and then if you enter inside the Lookup_array a value like
A2=A2:A9 for our example it will give {TRUE,TRUE,TRUE,FALSE,FALSE,FALSE,FALSE,FALSE} that is because only the first 3 lines are from case=1
Something like this?
Assuming that you data in in A1:C20
I am looking for "Bill" in A, "Woods" in B and "some other data" in C
Change as applicable
=IF(INDEX(A1:A20,MATCH("Bill",A1:A20,0),1)="Bill",IF(INDEX(B1:B20,MATCH("Woods",B1:B20,0),1)="Woods",IF(INDEX(C1:C20,MATCH("some other data",C1:C20,0),1)="some other data",MATCH("Bill",A1:A20,0),"Not Found")))
SNAPSHOT
I would use this array* formula (for three criteria):
=MATCH(1,((Range1=Criterion1)*(Range2=Criterion2)*(Range3=Criterion3)),0)
*commit with Ctrl+Shift+Enter
I have an interesting challenge - I need to run a check on the following data in Excel:
| A - B - C - D |
|------|------|------|------|
| 36 | 0 | 0 | x |
| 0 | 600 | 700 | x |
|___________________________|
You'll have to excuse my wonderfully bad ASCII art. So I need the D column (x) to run a check against the adjacent cells, then convert the values if necessary. Here's the criteria:
If column B is greater than 0, everything works great and I can get coffee. If it doesn't meet that requirement, then I need to convert A1 according to a table - for example, 32 = 1420 and place into D. Unfortunately, there is no relationship between A and what it needs to convert to, so creating a calculation is out of the question.
A case or switch statement would be perfect in this scenario, but I don't think it is a native function in Excel. I also think it would be kind of crazy to chain a bunch of =IF() statements together, which I did about four times before deciding it was a bad idea (story of my life).
Sounds like a job for VLOOKUP!
You can put your 32 -> 1420 type mappings in a couple of columns somewhere, then use the VLOOKUP function to perform the lookup.
Without reference to the original problem (which I suspect is long since solved), I very recently discovered a neat trick that makes the Choose function work exactly like a select case statement without any need to modify data. There's only one catch: only one of your choose conditions can be true at any one time.
The syntax is as follows:
CHOOSE(
(1 * (CONDITION_1)) + (2 * (CONDITION_2)) + ... + (N * (CONDITION_N)),
RESULT_1, RESULT_2, ... , RESULT_N
)
On the assumption that only one of the conditions 1 to N will be true, everything else is 0, meaning the numeric value will correspond to the appropriate result.
If you are not 100% certain that all conditions are mutually exclusive, you might prefer something like:
CHOOSE(
(1 * TEST1) + (2 * TEST2) + (4 * TEST3) + (8 * TEST4) ... (2^N * TESTN)
OUT1, OUT2, , OUT3, , , , OUT4 , , <LOTS OF COMMAS> , OUT5
)
That said, if Excel has an upper limit on the number of arguments a function can take, you'd hit it pretty quickly.
Honestly, can't believe it's taken me years to work it out, but I haven't seen it before, so figured I'd leave it here to help others.
EDIT: Per comment below from #aTrusty:
Silly numbers of commas can be eliminated (and as a result, the choose statement would work for up to 254 cases) by using a formula of the following form:
CHOOSE(
1 + LOG(1 + (2*TEST1) + (4*TEST2) + (8*TEST3) + (16*TEST4),2),
OTHERWISE, RESULT1, RESULT2, RESULT3, RESULT4
)
Note the second argument to the LOG clause, which puts it in base 2 and makes the whole thing work.
Edit: Per David's answer, there's now an actual switch statement if you're lucky enough to be working on office 2016. Aside from difficulty in reading, this also means you get the efficiency of switch, not just the behaviour!
The Switch function is now available, in Excel 2016 / Office 365
SWITCH(expression, value1, result1, [default or value2, result2],…[default or value3, result3])
example:
=SWITCH(A1,0,"FALSE",-1,"TRUE","Maybe")
Microsoft -Office Support
Note: MS has updated that page to only document the behavior of Excel 2019. Eventually, they will probably remove references to 2019 as well... To see what the page looked like in 2016, use the wayback machine:
https://web.archive.org/web/20161010180642/https://support.office.com/en-us/article/SWITCH-function-47ab33c0-28ce-4530-8a45-d532ec4aa25e
Try this;
=IF(B1>=0, B1, OFFSET($X$1, MATCH(B1, $X:$X, Z) - 1, Y)
WHERE
X = The columns you are indexing into
Y = The number of columns to the left (-Y) or right (Y) of the indexed column to get the value you are looking for
Z = 0 if exact-match (if you want to handle errors)
I used this solution to convert single letter color codes into their descriptions:
=CHOOSE(FIND(H5,"GYR"),"Good","OK","Bad")
You basically look up the element you're trying to decode in the array, then use CHOOSE() to pick the associated item. It's a little more compact than building a table for VLOOKUP().
I know it a little late to answer but I think this short video will help you a lot.
http://www.xlninja.com/2012/07/25/excel-choose-function-explained/
Essentially it is using the choose function. He explains it very well in the video so I'll let do it instead of typing 20 pages.
Another video of his explains how to use data validation to populate a drop down which you can select from a limited range.
http://www.xlninja.com/2012/08/13/excel-data-validation-using-dependent-lists/
You could combine the two and use the value in the drop down as your index to the choose function. While he did not show how to combine them, I'm sure you could figure it out as his videos are good. If you have trouble, let me know and I'll update my answer to show you.
I understand that this is a response to an old post-
I like the If() function combined with Index()/Match():
=IF(B2>0,"x",INDEX($H$2:$I$9,MATCH(A2,$H$2:$H$9,0),2))
The if function compare what is in column b and if it is greater than 0, it returns x, if not it uses the array (table of information) identified by the Index() function and selected by Match() to return the value that a corresponds to.
The Index array has the absolute location set $H$2:$I$9 (the dollar signs) so that the place it points to will not change as the formula is copied. The row with the value that you want returned is identified by the Match() function. Match() has the added value of not needing a sorted list to look through that Vlookup() requires. Match() can find the value with a value: 1 less than, 0 exact, -1 greater than. I put a zero in after the absolute Match() array $H$2:$H$9 to find the exact match. For the column that value of the Index() array that one would like returned is entered. I entered a 2 because in my array the return value was in the second column. Below my index array looked like this:
32 1420
36 1650
40 1790
44 1860
55 2010
The value in your 'a' column to search for in the list is in the first column in my example and the corresponding value that is to be return is to the right. The look up/reference table can be on any tab in the work book - or even in another file. -Book2 is the file name, and Sheet2 is the 'other tab' name.
=IF(B2>0,"x",INDEX([Book2]Sheet2!$A$1:$B$8,MATCH(A2,[Book2]Sheet2!$A$1:$A$8,0),2))
If you do not want x return when the value of b is greater than zero delete the x for a 'blank'/null equivalent or maybe put a 0 - not sure what you would want there.
Below is beginning of the function with the x deleted.
=IF(B2>0,"",INDEX...
If you don't have a SWITCH statement in your Excel version (pre-Excel-2016), here's a VBA implementation for it:
Public Function SWITCH(ParamArray args() As Variant) As Variant
Dim i As Integer
Dim val As Variant
Dim tmp As Variant
If ((UBound(args) - LBound(args)) = 0) Or (((UBound(args) - LBound(args)) Mod 2 = 0)) Then
Error 450 'Invalid arguments
Else
val = args(LBound(args))
i = LBound(args) + 1
tmp = args(UBound(args))
While (i < UBound(args))
If val = args(i) Then
tmp = args(i + 1)
End If
i = i + 2
Wend
End If
SWITCH = tmp
End Function
It works exactly like expected, a drop-in replacement for example for Google Spreadsheet's SWITCH function.
Syntax:
=SWITCH(selector; [keyN; valueN;] ... defaultvalue)
where
selector is any expression that is compared to keys
key1, key2, ... are expressions that are compared to the selector
value1, value2, ... are values that are selected if the selector equals to the corresponding key (only)
defaultvalue is used if no key matches the selector
Examples:
=SWITCH("a";"?") returns "?"
=SWITCH("a";"a";"1";"?") returns "1"
=SWITCH("x";"a";"1";"?") returns "?"
=SWITCH("b";"a";"1";"b";TRUE;"?") returns TRUE
=SWITCH(7;7;1;7;2;0) returns 2
=SWITCH("a";"a";"1") returns #VALUE!
To use it, open your Excel, go to Develpment tools tab, click Visual Basic, rightclick on ThisWorkbook, choose Insert, then Module, finally copy the code into the editor. You have to save as a macro-friendly Excel workbook (xlsm).
Even if old, this seems to be a popular questions, so I'll post another solution, which I think is very elegant:
http://fiveminutelessons.com/learn-microsoft-excel/using-multiple-if-statements-excel
It's elegant because it uses just the IF function. Basically, it boils down to this:
if(condition, choose/use a value from the table, if(condition, choose/use another value from the table...
And so on
Works beautifully, even better than HLOOKUP or VLOOOKUP
but... Be warned - there is a limit to the number of nested if statements excel can handle.
Microsoft replace SWITCH, IFS and IFVALUES with CHOOSE only function.
=CHOOSE($L$1,"index_1","Index_2","Index_3")
Recently I unfortunately had to work with Excel 2010 again for a while and I missed the SWITCH function a lot. I came up with the following to try to minimize my pain:
=CHOOSE(SUM((A1={"a";"b";"c"})*ROW(INDIRECT(1&":"&3))),1,2,3)
CTRL+SHIFT+ENTER
where A1 is where your condition lies (it could be a formula, whatever). The good thing is that we just have to provide the condition once (just like SWITCH) and the cases (in this example: a,b,c) and results (in this example: 1,2,3) are ordered, which makes it easy to reason about.
Here is how it works:
Cond={"c1";"c2";...;"cn"} returns a N-vector of TRUE or FALSE (with behaves like 1s and 0s)
ROW(INDIRECT(1&":"&n)) returns a N-vector of ordered numbers: 1;2;3;...;n
The multiplication of both vectors will return lots of zeros and a number (position) where the condition was matched
SUM just transforms this vector with zeros and a position into just a single number, which CHOOSE then can use
If you want to add another condition, just remember to increment the last number inside INDIRECT
If you want an ELSE case, just wrap it inside an IFERROR formula
The formula will not behave properly if you provide the same condition more than once, but I guess nobody would want to do that anyway
If your using Office 2016 or later, or Office 365, there is a new function that acts similarly to a CASE function called IFS. Here's the description of the function from Microsoft's documentation:
The IFS function checks whether one or more conditions are met, and returns a value that corresponds to the first TRUE condition. IFS can take the place of multiple nested IF statements, and is much easier to read with multiple conditions.
An example of usage follows:
=IFS(A2>89,"A",A2>79,"B",A2>69,"C",A2>59,"D",TRUE,"F")
You can even specify a default result:
To specify a default result, enter TRUE for your final logical_test argument. If none of the other conditions are met, the corresponding value will be returned.
The default result feature is included in the example shown above.
You can read more about it on Microsoft's Support Documentation