I just created a spreadsheet with a list of names that all have their own individual unique ID associated. The purpose of this sheet this spreadsheet track to keep track of a point reward system. This is a running entry sheet which means each a individual may be re-entered several times whenever a point(s) are entered. What I would like to do if possible, is to automatically add the accumulative points based on the unique id's as they are entered. Current this is down manually.
Use SUMIFS with a variable range.
=SUMIFS($B$2:B2,$A$2:A2,A2)
Pay attention to what is and what is not an absolute reference. As this formula is dragged/copied down the sheet the relative range references will change leaving the absolute anchored.
Related
What I would like to achieve is that sellers can choose the STORE in the blue cell (either with a drop down list or by hard-typing the STORE name) and, based on the selection on the blue cell, the available POSITIONS for that particular PRODUCT and that particular STORE are show in the green cell as a drop down list.
Let's say I have an Excel workbook, which contains a worksheet with this table with products data, which is automatically imported daily from our Nav server with this layout. It has 4 columns including PRODUCT CODE, DESCRIPTION, STORE IN WHICH IT CAN BE LOCATED and POSITION INSIDE DE STORE (please, check screenshot). It contains 1.5k rows and it changes dynamically, for example, new items are added or positions are exchanged.
As you can see, the same product (PRODUCT 2) can be located in several stores (STORES 1, 2 and 3), and it can be in several locations on each store (POSITIONS 2, 3, 1 and 4).
Now I need sellers to report which of these items they pick and from where, not only the STORE but its POSITION inside the store too. They do it with another worksheet inside the same Excel workbook. It looks more or less like this (please, check screenshot).
I know the drop down list is achieved via Data Validation but I can't figure out the formula for this. I have tried several approaches like:
Array formula to return all POSITIONS in the same ROW, following this (Formula 2.): https://www.ablebits.com/office-addins-blog/2017/02/22/vlookup-multiple-values-excel/. It is quite slow to calculate on the 1.5k items and, once done, I can't figure out how to make Data Validation to look for the 4 or 5 or 10 POSITIONS returned by the array formula, which also need to be filtered by STORE (please, check screenshot for the closest that I have been, array formula returning POSITIONS from column E).
Same formula as above directly on the Data Validation list box, which returns only the first POSITION found.
VBA custom fucntions which are not allowed in the Data Validation box.
I feel comfortable with both Power Query and VBA, and forumla as well, and can adapt most of the code I see but I don't know why I just can't figure out how to achieve this, maybe it is only I am blocked or something but every path I start to follow ends up in a dead end.
Does anyone have an idea on how to approach this? It doesn't really seem that complicated but it is becoming impossible for me.
Thank you very much for your time!!
This is what I have finally done, just in case someone else is facing this situation.
Instead of a plain-text table for the POSITIONS, I created a PowerQuery importing that CSV. Named that worksheet _LOCATIONS.
Added a custom column (Column E) combining the PRODUCT and the STORE so I had something like a Unique Identificator, resulting something like this but in PowerQuery.
Combined column:
Sorted column E and sub-sorted column D, so I make sure the list will always be ordered as I need, and saved the query.
Then, in worksheet REPORT, I entered this formula to create the drop down list in Data Validation in cell D2:
OFFSET(_LOCATIONS!$D$1,MATCH($A2&"-"&$C2,_LOCATIONS!$E:$E,0)-1,0,COUNTIF(_LOCATIONS!$E:$E,$A2&"-"&$C2))
And I am able to choose from the available POSITIONS for the selected PRODUCT in the selected STORE.
Brief explanation:
I set the reference for the OFFSET function in the very first POSITION (D1), and then I move it the amount of rows detected by the MATCH function (which searches for the "PRODUCT 2-STORE 2" string in the newly created combined column) minus 1 (PoweryQuery table has headers) and 0 columns. This leaves me on the first occurrence of my string (but on the POSITIONS column). Then I make the offset as high as the amount of rows detected by the COUNTIF function (which counts all occurrences of my PRODUCT-STORE pair), returning an array of all the positions (column D) matching the PRODUCT-STORE pair.
Ask for formula in Spanish if you need it.
I have a table containing a some football data, such as Country, League, Teams, Standing table information, such as total matches played, wins, draws, losses, goals scored and conceded, and so on.
Here's a file download link
It contains two sheets.
First sheet is STANDINGS_EXTENDED:
I need to fill these 3 tables with the data contained in another STANDINGS worksheet.
Here's a screenshot of the STANDINGS sheet:
My aim is that once I fill LeagueId and Group Id (which is optional) fields then inside all three tables will be produced the data as in this sample.
I wonder if it is possible to achieve this without VBA. But i have no clue on where to start from. I tried is several different ways, but i get only first result from STANDINGS worksheet for any league i enter.
Looking forward to your help.
Thank you!
UPDATE:
So far I could get the count of rows related to Overall, Home and Away using these formulas:
=COUNTIFS(STANDINGS!E:E;STANDINGS_EXTENDED!E1;STANDINGS!F:F;"StandingsOverall")
=COUNTIFS(STANDINGS!E:E;STANDINGS_EXTENDED!$E$1;STANDINGS!F:F;"StandingsHome")
=COUNTIFS(STANDINGS!E:E;STANDINGS_EXTENDED!$E$1;STANDINGS!F:F;"StandingsAway")
Also, what I can get is the first row of these results using this formula:
=VLOOKUP($E$1;STANDINGS!$E:$V;4;FALSE)
What I need to figure out is how to modify above formulas so that I fill tables with remaining rows.
In order to do this you need a formula in every single field of your 3 tables that link it to data on the Standings tab. That would be 13 x 3 x 20 formulas. Therefore one would try to create formulas that can be copied, in the best case less than 13 original ones, but definitely one formula for each field.
Each formula would look for a unique identifier in the Standings list. I can't see any unique identifiers there but you might create them by concatenation, such as "League" + "Country" + "Position". The more detail you need the larger the formula. The key is: without a unique identifier for each row you can't retrieve data. But once a row has been identified you can get the value from any of its columns.
If your tables sometimes have 12 rows, sometimes 20, and sometimes 25 you must provide space for the possible maximum and then design your formulas to return a blank if there is nothing to display.
In conclusion, the core of your system is in the Standings table. It must be set up so that data can be retrieved from it. Ideally, your selection on the Standings Extended sheet would generate a concatenated unique identifier for a list to which you can add the fixed number in the Pos column to identify individual rows in the Standing table. As long as you can't identify rows no data can be retrieved.
Using VBA gives you more flexibility but doesn't relieve you of the task to create uniquely identifiable rows.
all! I couldn't find an answer that covers all my requirements, or at least I wasn't looking for the right terminology. Hopefully this is something that's possible. I'd like to use a formula for this if possible but if it needs to be a macro then so be it. I'll try my best to explain the problem. Fake values are used to protect workplace data. It's Excel 2007 and I don't have permission to use any add-ons.
I have two sheets, let's call them Source and Target. The values on these sheets change constantly but the layout remains mostly the same.
Source A1:B1 are just headings. Let's say A1 is Item and B1 is Client.
Item has a unique value in each row. They never repeat. They are always in alphabetical order. Client does repeat and is in no particular order. Clients and Items are added/deleted all the time.
EXAMPLE SOURCE:
SOURCE example
Target's top row are for headings. Of these headings, A1 is Client and that column lists each of the Clients once each in alphabetical order. Clients are added/removed from both sheets frequently.
EXAMPLE TARGET:
TARGET EXAMPLE
Now with that all out of the way, this is what I need to do: I want some way for Target to automatically grab Items from Source and place them in the appropriate row on Target. So far I haven't been able to get it to recognize an Item that it already grabbed.
Use this formula:
=IFERROR(INDEX(Source!$A:$A,SMALL(IF($A2=Source!$B:$B,ROW(Source!$B:$B),99999999),COLUMN(A2))),"")
Array Formula press Ctrl+Shift+Enter at the same time
in B2 under the first item in Target
next to the first client
You can drag it in the row and in the column
While a number of other posts address similar issues, I was unable to find one that met my specific needs, using multiple sheets, etc.
What I need is the ability to select a value from a validation list in one column, and then have a second validation list be narrowed to just the values that can be selected based on the first validation list, and then a third that follows the same logic, etc.
So for example, I have 5 sheets:
Log - This sheet is used for input and will contain the columns that
have the dropdown validation lists.
Clients - This sheet is a two column list of clients. Column A has
the Client ID, column B has the Client Name.
Matters - This sheet is a three column list of Matters. Column A has
a Client ID, Column B has the Matter ID, column C has the Matter
Name.
Timekeepers - This sheet is a two column list of Timekeepers. Column
A has the Timekeeper ID, Column B has the Timekeeper Name.
Rates - This sheet is a three column list of Rates. Column A has a
Matter ID, Column B has a Timekeeper ID, Column C has a Numeric
Rate.
The log sheet:
Column A (Timekeeper) will be a simple validation list dropdown from which I will select a timekeeper (by name). This validation list is populated by the list on the Timekeeper sheet.
Column B (Client) will be another simple validation list dropdown from which I will select (by name) a client. This validation list is populated by the list on the Clients Sheet.
Column C (Matter) will have a validation list of Matters. This is the first dynamic validation list, as the list should only show the matters that belong the to client that was selected in Column B. We know which matters belong to a client by the Column A (Client ID) in the Matters sheet.
Column D (Rate) will simply display the rate for a given timekeeper/matter combination. We would now have the matter id and client id from the input into columns A and C, so we just need to locate the row in the Rates sheet that has that matter id and timekeeper id.
The solution can use VBScript or not, whatever you prefer. I'm a software developer, so I'm comfortable with VBScript, and I'm relatively familiar with Excel, so nested built in functions would be fine too.
Thanks in advance!
EDIT:
This workbook is going to be dynamically generated from a database, so I need to utilize an approach that can be generated programmatically.
The "Log" sheet will contain many rows where the user will select a Timekeeper from a dropdown, then select the Client from a dropdown (which will limit the Matter dropdown list) then select a matter from the Matter dropdown (which, combined with the selection in the timekeeper field will determine the "Rate").
The dropdowns will show the "name" values (i.e. timekeeper name, client name, matter name) but the limitations to subsequent lists based on these selections has to be based on the "ID" value for the selected "Name".
An example showing how to use subsequent list limitations would be most helpful. All of the examples I have seen show how to select one value and limit a second list, but I need to be able to have the selection from the second list limit a third list, the third list limit a fourth list, and finally, the "rate" is determined by what is selected in two of the lists.
The gist of dynamic validations is using =INDIRECT(SomeNamedRange) as the Source data in the List type of Data Validation.
Now, the hardest part is to dynamically generate this list of partners. For the sake of this example, I'll assume you have three sheets: Sheet1, Config, and Validation. I'm also assuming you are selecting a Partner based on a Region, as that is a simpler example.
Let's start with Validation.
Here's an example of my data:
Notice how I've sorted the data based on the most general criteria (Region, in this case). This will be important later on. Also notice that I've named A1:A26 as Validation.Region. I've also named B1:B26 as Validation.Partner.
Config is where your magic happens.
Moving over to the Config, we're going to need to add a list of unique regions, and an address describing where they're located. We'll name this address Region.Choices.
For this example, I used the COUNTIF function to find the last partner in the list. The exact formula was ="Config!$B$2:"&CELL("address";OFFSET(B$2;COUNTIF(B$2:B$230;"?*")-1;0)). Unfortunately, Excel doesn't have a built-in function for the sheet's name, so I had to hardcode that. I went ahead and hardcoded $B$2 to improve performance (maybe?), but you could do that dynamically too.
Sheet1 is where you'll be making your dynamic selection.
In this sheet, we have the following structure.
Take B4, name it "Region.Selected", and add Data Validation as a List of Source =INDIRECT(Region.Choices).
Creating the logic behind the dynamic drill down
Now go to Config, and replicate the contents of B1 on C1, making sure to alter the hardcoded $B$2). Finally, name Partner.Choices, and type in the following Array Formula in C2:C100:
=IF(Region.Selected="";OFFSET(Validation.Partner;1;0;COUNTA(Validation.Partner);1);OFFSET(Validation.Region;MATCH(Region.Selected;Validation.Region;0)-1;1;COUNTIF(Validation.Region;Region.Selected)))
Note: to add an Array Formula, select C2:C100 before typing the formula, and once you're done typing, hit Ctrl+Shift+Enter instead of Enter.
While it may seem convoluted at first, this is basically returning every Partner if no Region is selected, or returning the partners from a selected Region by calculating where it ends and starts and shifting one column to the right with OFFSET.
Wrapping up the dynamic drill down
Now go back to Sheet1, take C4, name it "Partner.Selected" (for consistency), and add Data Validation as a List of Source =INDIRECT(Partner.Choices), as displayed below:
For this example, I used the COUNTIF function to find the last partner in the list. The exact formula was ="Config!$C$2:"&CELL("address";OFFSET(C$2;COUNTIF(C$2:C$230;"?*")-1;0)). Unfortunately, Excel doesn't have a built-in function for the sheet's name, so I had to hardcode that. I went ahead and hardcoded $C$2 to improve performance, but you could do that dynamically too.
Now go ahead and test your dynamic validation! It should look like this:
I know there is already a question that has been answered about counting uniques with a condition (Count Unique values with a condition), but I want to know how to count uniques in a column with TWO conditions.
I have a dataset with dates of locations created as well as city. Each location has an owner and sometimes an owner can have multiple locations so I want to count unique owners by city and month (both already exist as columns).
How can I do this?
The formula I suggested in the link is this
=SUM(IF(FREQUENCY(IF(B2:B100=1,IF(A2:A100<>"",MATCH(A2:A100,A2:A100,0))),ROW(A2:A100)-ROW(A2)+1),1))
that counts different values in A2:A100 if B2:B100 =1
You can just add more IFs with more conditions, making sure you get the requisite number of parentheses in the correct locations, e.g. for the number of different owners by city and month try this version for March in Chicago
=SUM(IF(FREQUENCY(IF(City="Chicago",IF(Month="March",IF(Owner<>"",MATCH(Owner,Owner,0)))),ROW(Owner)-MIN(ROW(Owner))+1),1))
confirmed with CTRL+SHIFT+ENTER
To add to Barry's answer: you don't have to nest the IF's as that gets messy quickly. You can simply multiply them together like this:
IF((City="Chicago)*(Month="March"),...)
It's much easier to add variables that way and keep track of parenthesis.
If you are using Excel 2013, there is a very simple approach w/o any formulas,
Consolidate (excel feature under DATA), arrange in a way the City names are on left, and owner names next column to right, on top row put the labels of city and owner, then select the data and click both (header and left row) options, and for the operation from top of the dialogue choose count.
You should have the report you are looking for.
Note: You also might need to remove duplicates also you can do so based on two column conditions.