Filter 1 column and return all associated records in a different column - excel

I have a spreadsheet with 18 columns....column 15 (o) is a list of accessories and column 5 (e) is the serial number tied to the accessory. I am trying to filter by accessory and return all of the accessories for the machine.
May be better to try and illustrate
column 15 Column 5
ACD 123456
ASR 123456
ACD 456789
AOM 456789
ER2 678901
If I filter column 15 for ACD I would like 4 rows returned the 2 for 123456 and the 2 for 456789.
This is so I can see what other accessory(ies) is/are on the machine in addition to the one I am looking for to see if it is a good fit for my need.

I'd create a new column that checks if each row shares the Serial Number with the Accessory you're looking for using COUNTIFS. Taking into account that you have accessories in the Column A and Serial Numbers in Column E, the formula would look like that for cell row 4:
COUNTIFS($E$4:$E$8,E4,$A$4:$A$8,$E$1)
In Cell E1 is where you write the accessory you're looking for.
I create Column F where the formula is applied.
See screenshot:

Related

Sum values using lookup table, where lookup values are a list of values with comma delimiter

I am trying to sum values based that equal a lookup value. However, that value is actually a list of values delimited by a comma. Below is an example of what I mean.
Suppose I have raw data in the form of sheet1 below:
Sheet1:
A
B
1
ID
VALUE
2
A
30
3
A
50
4
A
20
5
B
10
6
B
20
7
C
70
8
C
40
9
D
30
10
E
50
11
F
20
12
F
30
13
G
10
And I have a look table that groups all IDs by their respective teams, as per sheet2 below.
Sheet2:
A
B
1
TEAM
IDS
2
Red
A, B
3
Blue
C, D
4
Green
E, F, G
And I want to create a report where the user can select the team name, and the sum of the values in sheet1 will aggregate based on the selection, as per the following example. So the user would select "Green" in cell B1 and it would return the sum of values that correspond to E, F, and G in sheet1.
Report:
A
B
1
Select Team:
Green
2
Sum:
110
I have searched all over for a solution to this and was able to find something similar. I tried to repurpose the formula for my data but couldn't get it to work because I think that solution dealt with numbers rather than text.
Excel: Perform a SUMIF where the criteria is a comma-delimited list
Any suggestions would be greatly appreciated!
Edit: Just want to add that I realize I could first parse out the IDs in sheet2, however I'm looking for a formula that can bypass that as my real dataset is quite large and parsing out the IDs under each team would explode the number of rows.
A variation of #JvdV solution on the linked question:
=SUMPRODUCT(SUMIFS(Sheet1!B:B,Sheet1!A:A,FILTERXML("<t><s>"&SUBSTITUTE(VLOOKUP(Sheet2!F1,Sheet2!A:B,2,FALSE),",","</s><s>")&"</s></t>","//s")))
Note, this only works with Excel 2013 or later and only on PC. FILTERXML is not available on Mac or prior to 2013.
If Mac or prior to 2013:
=SUMPRODUCT(SUMIFS(Sheet1!B:B,Sheet1!A:A,TRIM(MID(SUBSTITUTE(VLOOKUP(F1,Sheet2!A:B,2,FALSE),",",REPT(" ",999)),(ROW($ZY1:INDEX($ZY:$ZY,LEN(VLOOKUP(F1,Sheet2!A:B,2,FALSE))-LEN(SUBSTITUTE(VLOOKUP(F1,Sheet2!A:B,2,FALSE),",",""))+1))-1)*999+1,999))))

Excel: How to add a column from other sheet based on a key column?

I have 2 list. Both have a lot of column. I would like to insert a column from Sheet2 to Sheet1 based on a ceratin key column. Also sheet2 have much more rows than sheet1 so it ll be inserted only partly and still there ll be elements with no matches. For an example:
Sheet1:
Names ID Car Color
John 1 Audi Empty
Andy 4 Toyota Empty
Mike 3 BMW Empty
Tony 2 Suzuki Empty
Sheet2:
ID Cost Color
6 200 Blue
3 200 Red
4 300 Green
5 100 Red
1 50 Black
I would like to get the "color" from Sheet2 to Sheet1 by using the "ID". Using Excel 2010. I suspect I need INDEX+MATCH combination, but the examples I can find are not detailed and more simple so I coudn't figure out how to use them.
How about inserting this formula on Column D in the first row, then dropping the formula down:
=VLOOKUP(B1,Sheet2!$1:$1048576,3,FALSE)
Or to find the column that contains "Color", use Index Match Match, as follows:
=INDEX(Sheet2!$1:$1048576,MATCH(Sheet1!B2,Sheet2!A:A,0),MATCH("Color",Sheet2!$1:$1,0))
This will find the value in Column B in Sheet2 and give you the row number, then it will find the Column that contains "Color" and return the Column number, with those two numbers Index will return your color.

compare 2 excel columns with data in adjacent columns

I have seen a few answers which were close to what I am looking for, but can't quite figure it out. I apologize as I am not a programmer, but am tasked with these types of things periodically.
I have a spreadsheet with data in multiple rows. I would like to compare column A with C and have them align, and then the data in B move with column A. (I can rearrange the columns if need be to make this work.
I have this:
Inventory ID# count Original ID# vendor item number
1234 2 1000 vendor 1 1234566
1456 1 1234 vendor 2 546564
7000 3 1456 vendor 3 af4566
2003 vendor 4 56778
7000 vendor 1 788asd
What I want it to look like is after:
Inventory ID# count Original ID# vendor item number
1000 vendor 1 1234566
1234 2 1234 vendor 2 546564
1456 1 1456 vendor 3 af4566
2003 vendor 4 56778
7000 3 7000 vendor 1 788asd
I have tried macros, and VLOOKUP, but can't figure out how to have the count move with the inventory ID # Thank you for your help.
I'll assume your data starts in Sheet1!A1
Move the Invenotry ID# and count columns to a different sheet (say, Sheet2). Then replace the value in cells A2 with the following:
=IFERROR(VLOOKUP($C2,Sheet2!$A:$B,1,FALSE),"")
and similar for cell B2:
=IFERROR(VLOOKUP($C2,Sheet2!$A:$B,2,FALSE),"")
Fill it down. The VLOOKUP will place your id's and counts in the right rows, and the IFERROR( ... ,"") part will put a blank string where there is no match, so it will look like you desired table
If your data starts from cell A1, insert 2 columns C and D like below,
Enter the below formula in cell C2 and drag it right to column D and then down throughout the range,
=IFERROR(INDEX($A:A,MATCH($E2,$A:$A,0),COLUMN(A1)),"")
You can then copy-pastespecial Column C and D to A and B and delete C and D.

Excel look up value in array, return next value

I would like to look up a value in a range and return the value in the next row, but can't quite figure out how to do this. I especially would like to do this with formulas rather than VBA, and preferably with built-in formulas than custom (VBA) formulas, due to macro security issues.
I'm using Excel 2010. My workbook has two worksheets, "assessment" and "lookup". In lookup, I have lookup tables.
"lookup" looks something like:
Column A Column B Column C
1 Sales Engineering Manufacturing
2 Alice Bobbie Charlie
3 Dawn Edgar Frank
4 George Holly Isabel
In "assessment," I have some some drop downs from which users select one name from each column in "lookup." Based on some other criteria, I then rank these and create a new, sorted list (using INDEX() and MATCH()) that produce the selected name and corresponding column name a new sort order
Column A Column B
10 Engineering Edgar
11 Sales Alice
What I'd like is to return the name from the next row.
Column C
10 Holly
11 Dawn
But I'm having real trouble figuring out how to get there.
Assuming lookups is located at B2:D5 (change as required) and the result data is at F2:H3 (change as required) enter this formula in cell H2 then copy down.
=INDEX(
INDEX($B$2:$D$5,0,MATCH($F2,$B$2:$D$2,0)),
1+MATCH($G2,
INDEX($B$2:$D$5,0,MATCH($F2,$B$2:$D$2,0)),0))

How can I remove non-matching values in two different columns and sort in Excel?

I have several columns of data in my Excel spreadsheet.
Originally, I had two different spreadsheets, as they were generated from reports in a software application.
One of the spreadsheets contains the names of individuals who have had transactions with us in the past year. The other spreadsheet contains the names and the phone numbers. I copied and pasted the columns with the names and phone numbers into my spreadsheet with just the names of people who have purchased something from us in the past year.
My ultimate goal is to extract the names and phone numbers of only the names that have purchased something in the past year.
My column for the past year contains 1,002 names, while my master customer list (with phone numbers) contains over 20,000 individuals. I need the phone numbers of all of the individuals that have purchased something from us in the past year, but I don't want to have to manually go through 1,000 names (and, essentially, 20,000+ to find the match).
If I can achieve my goal without having to use VBA, that would be great. If this is the only route I can take, then I will go that route, but I would like to avoid coding if possible. (This is simply due to time constraints.)
The VLOOKUP function is likely the best solution for you. From the Excel documentation, it:
Looks for a value in the leftmost column of a table, and then returns
a value in the same row from a column you specify. By default, the
table must be sorted in an ascending order.
Note well the implication of that last sentence: the column you're searching in (leftmost column of the lookup table) must be sorted in ascending order for this function to produce the correct results.
Taking a simple example, let's say you have Sheet1 in your Excel workbook with the following information:
A B C
1 Name Transactions Phone
2 Sally 3
3 Alice 5
4 Joe 2
5 Jon 1
You need to add their phone numbers to this sheet, from another workbook. Let's say your phone number information in the other workbook looks like this:
A B
1 Name Phone
2 Alice 2222222
3 Bill 3333333
4 Bob 4444444
5 Jim 5555555
6 Joe 6666666
7 Sally 7777777
8 Sue 8888888
9 Tom 9999999
Take the following steps to add the phone numbers to Sheet1 in the first workbook:
Copy the phone information into a blank sheet in the first workbook. Let's call this Sheet2 for this example.
Make sure the phone information is sorted ascending by the Name column (A), because that's the leftmost column and thus the lookup column.
In cell C2 of Sheet1 (the empty phone cell for Sally), enter: =VLOOKUP(A2, Sheet2!A$2:B$9, 2,FALSE).
Drag-copy this formula down to the remaining cells in the Phone column.
Result:
A B C
1 Name Transactions Phone
2 Sally 3 7777777
3 Alice 5 2222222
4 Joe 2 6666666
5 Jon 1 #N/A
Notes:
The second parameter (Table_array - the lookup data range) should not include the column headings. As you can see, it's Sheet2!A$2:B$9 so it includes the information from rows 2 to 9 in columns A and B.
The last parameter (Range_lookup) should be set to FALSE so you don't pick up the information from the closest match. Note how Jon has no matching phone number record, so his Phone is set to "#N/A" - otherwise he would have been assigned Joe's phone number since that's closest match to Jon.
Parameter documentation:
Lookup_value is the value to be found in the first column of the table, and can be a value, a reference, or a text string.
Table_array is a table of text, numbers, or logical values, in which data is retrieved. Table_array can be a reference to a range or
a range name.
Col_index_num is the column number in Table_array from which the matching value should be returned. The first column of values in
the table is column 1.
Range_lookup is a logical value: to find the closest match in the first column (sorted in ascending order) = TRUE or omitted; find
an exact match = FALSE.

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