Quite a newbie when it comes to more advanced spreadsheet formulas. I am effectively trying to achieve the following on a finance spreadsheet.
I have multiple "accounts" with different values.
I have a sheet for money in and money out.
If account A has been selected in the previous cell, and then a value is added to either the money in or money out columns, I would like the value of the account to reduce or increase.
Hopefully this is enough info! Thanks.
You can use SUMIF. Take a look at this example:
By choosing the entire columns E and F, now whenever you add something below the transaction data, the balance will be automatically updated.
The arguments in SUMIF function are range, criteria and [sum_range] respectively. So in this one, we are summing the values of column F, where the corresponding value in column E is equal to A (which is placed in cell A2).
You can also use Excel Tables as a neater solution.
Use this formula in E3 and copy down.
=SUM(E2,C3,-D3)
E2, in this case, contains text (the column caption) which the SUM() function evaluates to 0. To this, the formula adds the amount in the Money In column and deducts whatever is in the Money Out column. One of these values will usually be zero but the total calculated by the formula will be the current balance.
Related
I am currently automating a dashboard creation and I've hit a bit of a roadblock. I need some code that will go through about 7000 rows of data and return the highest value in a certain column for each specific item. The data is copied from a pivot table and so is broken down into row sections, I have attached a mock of what it looks like.
I need the highest value in Column G for each portfolio, and will need to use the portfolio code (e.g. XY12345 - They are always 7 characters) to map that value to the dashboard.
My issue is, each portfolio has a different number of rows for the values, and some have blank cells between them, and therefore I am stumped. I was hoping to use Column J to count the number of rows for each portfolio (as there are no breaks for the portfolios in this column) and then use a loop to loop through each portfolios rows of values, based off the Column J count, and then return the highest row value for each portfolio. Problem is I'm new to VBA and have been teaching myself as I go, and I've yet to use a loop.
Many thanks,
Harry
If I understand correctly, you're looking for the largest value in Column G.
I'm not sure why you think you would need VBA for this.
Get the maximum value of a column
You mentioned that you're concerned about each column not having the same number of cells but that's irrelevant. as SUM ignores blank cells, so just "go long", or - find the maximum of the entire column.
To return the largest number in Column G you could use worksheet formula :
=MAX(G:G)
The only catch is that you can't place that formula anywhere column G or else it would create a circular cell reference (trying to infinitely add a number to itself). let's pit that formula in cell F1 for now (but anywhere besides column G would do fine).
Find the location of a value
Now that you know the largest value, you can determine where it is using a lookup function such as MATCH or VLOOKUP. Like with so many things in Excel, there are several ways to accomplish the same thing. I'll go with MATCH.
Replace the formula from above (in F1) with:
=MATCH(MAX(G:G),G:G,0)
This will return the row number of the first exact match of the maximum value of Column G.
As for the third part of question: returning the code like X12345 where the value exists, will be a little tricky since your data is not organized in a logical tabular style (tabular meaning, "like a table").
Your data is organized for humans to look at, not for machines to easily read and manipulate it. (See: Office Support: Guidelines for organizing and formatting data on a worksheet)
Basically, when organizing data in rows, all relevant information should be on the same row (not a subjective number of rows behind). Also, you have the number combined with other information.
My suggestion for a quick fix:
Right-click the heading of Column C and choose Insert to insert a blank column.
In C2 enter formula: =IF(B2="",C1,LEFT(B2,7))
Copy cell C2
Select cells in column C all the way to the "end" of your data, where ever that is (not the end of the worksheet). For example maybe you would select cells B2:B1000)
Paste the copied cell into all those cells.
Now, you can again modify the formula in F1:
=INDEX(C:C,MATCH(MAX(G:G),G:G,0))
This will return the value from Column C in the same row that the maximum value of Column G is located.
This is known as an INDEX/MATCH formula.
Hopefully this works for you in the interim until you can organize your data more logically. There's lots of related information and tutorials online.
I have heard INDEX/MATCH is better to use across the board so I'm hoping this can be done with one of those functions, but I am having a heck of a time figuring it out on my own even though I've tried multiple things. I have a multi-sheet document. It is a list of approved fasteners so there are sheets for washers, nuts, screws, etc. I want to have a separate sheet to look up values based on the nominal size of the required fastener.
A1 on the working sheet will be where the nominal size is entered.
I need it to return multiple values from the washers sheet (we'll start with that one because once I have that, I can figure the rest out) because there will be numerous fasteners with the same nominal size. I also need it to ignore any rows where R exists in column J.
Basically,
If A1 on the working sheet = the value in column F on the WASHERS sheet (the column for nominal size) and there is no "R" in column J on the WASHERS sheet for that row, return the value from column C on the WASHERS sheet.
Use this formula:
=IFERROR(INDEX(A$1:A$14,SMALL(IF((B$2:B$14=F$2)*(C$2:C$14<>F$3),ROW(A$2:A$14)),ROW(1:1))),"")
This is an array formula and must be confirmed with
Ctrl+Shift+Enter.
This is how the formula related to data.
So, I've searched for an answer to this, but I can't find anything. Hopefully some Excel guru out there has an easy answer.
CONTEXT
I have a sheet that has two columns; a list of airport codes (Col A) and a list of fuel gallons (Col B). Column A has a bunch of duplicate entries, column B is always different. It's basically a giant list of fill-up events for aircraft over time at different airports. The airports can be the same, because it's one row per fill-up event.
PROBLEM
What I want to do is have a formula that takes the enter data set, finds all identical entries in Col A, sums the Col B values for the matches, and spits out the result on a separate sheet with one entry for every set/match.
OTHER STUFF
I do not have a reference list for Column A and I would rather not create one since there are thousands of entries. I would like to just write a formula that does all this at once, using the data itself as the reference.
All the answers I find are "create a reference list on a separate sheet", and it's driving me crazy!
Thanks in advance for any help!
-rt
Sounds that you need a formula version of remove duplicated for column A, and a simple sumif for column B.
Column A
=IFERROR(INDEX(Data!A$1:A$1000,SMALL(IF(
MATCH(Data!A$1:A$1000,Data!A$1:A$1000,0)=ROW(Data!A$1:A$1000),ROW(Data!A$1:A$1000)),ROW())),"")
Array Formula so please press Ctrl + Shift + Enter to complete it. After that you might see a {} outside the formula.
Column B
=SUMIF(Data!A$1:A$1000,A2,Data!B$1:B$1000)
Just change the range for your data.
Reminders: The formula in columnA should starts from Row#1, or you have to add some offset constant for adjustments.
Since the returning value of MATCH() represents the position of the key in the given array. If we wanted it to be equal to its row number, we have to add some constant if the array is not started from ROW#1. So the adjustment of data in Range(B3:B1000) is below.
=IFERROR(INDEX('Event Data'!B$3:B$1000,SMALL(IF(
MATCH('Event Data'!B$3:B$1000,
'Event Data'!B$3:B$1000,0)+2=ROW('Event Data'!B$3:B$1000),
ROW('Event Data'!B$3:B$1000)),ROW())-2),"")
Further more, the range should exactly the same as the data range. If you need it larger than the data range for future expandability, an IFERROR() should added into the formula.
=IFERROR(INDEX('Event Data'!B$3:B$1000,SMALL(IFERROR(IF(MATCH(
'Event Data'!B$3:B$1000,'Event Data'!B$3:B$1000,0)+2
=ROW('Event Data'!B$3:B$1000),
ROW('Event Data'!B$3:B$1000)),FALSE),ROW())-2),"")
Lastly, I truly recommended that you should use the Remove Duplicated built in excel since the array formula is about O(n^2) of time complexity and memory usage also. And every time you entered any data in even other cells, it will automatically re-calculate all formulas once the calculation option in your excel is automatic. This will pull down the performance.
So, I feel like I'm trying to do something fairly simple in Excel here. My company has a Spreadsheet with 2 columns and an indefinite number of rows. Column A is the Date, Column B is a production number for that date. At the bottom of Column B is the total production number. However, every time we update the spreadsheet we have to update the formula to include the newest data on every page. We insert columns for the new dates, so is it possible to have a function that changes based on it's current coordinate? For example something like =SUM(B3:B(CurrentRow-1)).
Use this:
=SUM($B$3:INDEX(B:B,ROW()-1))
It is non volatile and will sum everything from B3 to the row in Column B above where the formula is placed.
Hi You can use the below excel formula to achieve the result you are looking at.
If the values you want to sum up is in column B, then type the below formula and it will show the value dynamically when ever you have added a value to the column.
=SUM(INDIRECT("B2:B"&COUNTA(B:B)-1))
My formula works, but only if its in the same page, and along the same rows
Formula:
=(INDEX($C$1:$D$4,SMALL(IF($C$1:$C$4=$F$2,ROW($C$1:$C$4)),COLUMNS(D1:D4)),2))
Note: Column G has the formula, what it does it look for value in F2 (which is 1.2) within the columns of C & D, and extracts the respective data in column D. So in this case, it would extract the data in column G.
Question: Now what do I do if I want this to occur from different sheets, or even different workbooks? I need to do this exact same thing, extract the data that is in column c and d (which is on a different workbook) to my workbook.
Every time I try, I get a value error.
Bonus: I'm also trying to get the date that is closest to today's date, I have this formula here:
=IF(COUNT(G2:G5)>0,INDEX(G2:G5,MATCH(MIN(ABS(G2:G5-$D10)),ABS(G2:G5-$D10),0)),"")
Where D10 is just equal to =TODAY() and this entire formula works by pressing ctrl+shift+enter
If you can also include this into the formula so that it just spits out the closest date in G2 rather than spit out all the dates. But it is not necessary, just helps a lot.
For your "Closest to today problem", I was trying to spread the difference of the date or a comparison of the date just like in your example. This is just not working out. I solved the problem by adding another column. I do not know if this is a valid option for you or not, but here is what I have. Assuming H is available or you can insert a new column H. use this dragged down for each row - in your exampl 2 thorugh 5.
=ABS(D$10-G2)
Then add this in H10 or wherever you see fit
=D10-(MIN(H2:H5))
Here is an excel-ish example
5/12/2014 =ABS(D$10-G2)
5/13/2015 =ABS(D$10-G3)
5/14/2014 =ABS(D$10-G4)
5/15/2014 =ABS(D$10-G5)
6/6/2016 =D10-(MIN(H2:H5))