I have 2 sheets in a workbook (Sheet1, Sheet2).
Sheet 2 contains a table (Named Table1) with 5 columns:
Takeaways
Household
Clothing
Fuel
Groceries
On sheet one, I have 2 columns:
Expense Name
Expense Total
Now, what I am trying to do is:
Set the range for the Expense Name (Range 1)
Set the range for the Expense Total (Range 2)
Compare Range 1 with the respective column in the table and only add up the values for matches
For example, in Range 1 (B6:B16):
BP
Caltex
McDonalds
KFC
In Range 2 (C6:C16):
300
400
200
150
Now, all I want to do is add up the values for the Takeaways (McDonalds, KFC) and exclude anything that DOES NOT match the criteria.
So my sum total will be all occurrences of Takeaways - provided they are listed in my table - 350 in this case.
But I cannot seem to get the formula to work.
I used these sources:
https://exceljet.net/excel-functions/excel-sumifs-function
Selecting a Specific Column of a Named Range for the SUMIF Function
and ended up with this formula:
=SUMIF($B$6:$B$16;Table1[Takeaways];C6:C16)
This source:
https://excelchamps.com/blog/sumif-sumifs-or-logic/
and ended up with this formula:
=SUM(SUMIFS(C6:C16;B6:B16;Table1[Takeaways]))
Both formulae return 0.
BUT, with BOTH of them, if I change Table1[Takeaways] to "McDonalds", then it correctly identifies every occurrence of the word "McDonalds" in Range 1.
EDIT:
I have updated the formulae above to match the images below.
This is the table that contains the references:
This table contains the data:
Formula:
Cell C4 (Next to Takeaways): =SUMIF($B$6:B$16;Table1[Takeaways];C6:C16)
Cell C5 (Next to Fuel): =SUM(SUMIFS(C6:C16;B6:B16;Table1[Fuel]))
It appears that ONLY BP is being detected in the formula.
This is a an output table when I use the formulae with a single cell reference and not a table or used range:
Formula:
Cell F4 (Next to BP): =SUMIF($B$6:B$16;"BP";C6:C16)
Cell F5 (Next to Caltex): =SUM(SUMIFS(C6:C16;B6:B16;"Caltex"))
Cell F6 (Next to McDonalds): =SUMIF($B$6:B$16;"McDonalds";C6:C16)
Cell F7 (Next to KFC): =SUM(SUMIFS(C6:C16;B6:B16;"KFC"))
If I understand correctly what you're trying to achieve, I think your setup is not right conceptually.
It looks like you're trying to track expenses, and each expense (or payee) is allocated to a category ("Takeaways", "Household" etc.). From a relational-model point of view, your second table (which defines the category for each expense/payee) should only have two columns (or variables): Expense Name and Expense Category.
The table you set up ('Sheet 2') uses the categories (i.e., possible values) as different columns (i.e., variables). But there's only variable, namely the "Expense Category", and the categories themselves are the possible values.
If you set it up like that, the problem changes: you can add a dependent column to your first table that shows the category for each payee (or "Expense Name"), using a VLOOKUP() from the second table.
You can then sum the expenses for all payees matching that category.
Note: I've created the illustration using LibreOffice Calc, so there might be some small differences, but the logic is the same.
Without seeing the data in L and K I can't give you a full answer - but likely it's to do with the way you're pulling your Array
Try something similar to this
=SUMPRODUCT(SUMIFS($L$11:$L$43,$K$11:$K$43,CHOOSE({1,2},Takeaways,"anything else you wanted to sum")))
Remember SUMIFS is for multiple criteria, so if you're only calculating one, you'll need =SUMPRODUCT(SUMIF(
The way the above works is with vertical vectors only, but changing your named ranges so the table of 2 columns is 2 named ranges instead should be okay - unless it's part of your requirements
Table 2 would become expense_Name and expense_Total etc
I was about to close this as a duplicate of my own question here but there is a bit of a difference in using a named range I think. However the logic behind this follows more or less the same approach.
Working further on my partial solution below I derived the following formula:
=SUMPRODUCT(COUNTIF(Table1[Takeaways];Range1)*Range2)
The COUNTIF() part counts the number of occurrences of the cell value in your table. Therefore make sure there are no duplicates in your table. If the value is present in the table the result of COUNTIF() will be 0. This way we create a matrix of 1's and 0's. By multiplying and the use of SUMPRODUCT() we force excel to perform matrix calculations and return the correct result.
Partial solution
I used the following formula:
=SUMPRODUCT(ISNUMBER(MATCH(Range1;Table1[Takeaways]))*Range2)
The formula does the following:
The MATCH()checks if the value in Range1 is present in your table and returns the position of the matching value in your table.
The ISNUMBER() checks if a match is found by checking if the MATCH() fucntion returned a number
Multiplying this with Range2 forces matrix calculation, using the SUMPRODUCT() function
EDIT:
This worked for a really limited sample. As soon as I added the fourth row to my data the formula stopped working as intended. See screenshot:
It took the first two values into the sum correctly, the fourth is not taken into account.
Related
I think I made a breakthrough with "ultra-dynamic" ranges. That's how I call them because not only they are dynamic; but also they refer to different ranges based on the cell address in which they are written in! Now I need to advance this breakthrough even further. Those of you using dynamic ranges in Excel, especially the dynamic-range-gurus, will be thrilled to read below and can possibly help in this advancement:
Disclaimer: If you are not familiar with dynamic ranges do not attempt to read below!
Background:
Our sheet has cells with calculations on top and a pivot table below.
Each cell above refers to the pivot table cells below in the same column.
The first column of the pivot table (titled "Row Labels" by default) is sorted from top to bottom in descending order. Each of the next columns has the result of a different test.
At one point somewhere in the middle rows of the pivot table there is a "marker line" that separates the top part of the pivot from the bottom one.
Let's call the top part "Uppers" and the bottom part "Downers".
Let's call both parts together "Population". Population is a non-contiguous range because the "marker line" that separates the Uppers from the Downers intervenes.
For each cell above the pivot there are calculations for the pivot column exactly below that need to refer to the Uppers or Downers or Population of the column itself.
Previously, my formulas in all of the cells above were a repetition of something like this below:
= MAX( OFFSET($A$79,$B$5+1,COLUMN()-1,$B$6,1) )
This example gives the maximum of the area of the Downers in the same column below.
Where:
A79 is the top left corner of the pivot table,
B5 has the row number of the marker line (relative to A79) to signify that our column's Downers area starts from the first row below that marker row (hence the "+1"). The formula of that cell has an XMATCH formula to produce the resulting row number. For example if the Uppers are positive numbers and the Downers are negative numbers, all sorted in descending order, the XMATCH is searching for the 0 row that separates the two parts of the population.
COLUMN()-1 returns the current column's number for offsetting to the right and the -1 is necessary because the first column is 0 rather than 1 offset to the right, and
B6 has the number of rows ("height") to the last row number of the pivot (relative to B5) where our Downers end. The cell contains the usual COUNTA function that counts the number of rows in the pivot table and from this number it subtracts the number of the marker row in B5 to get the "height" of the Downers range.
The OFFSET... part of the formula when copied to any cell with calculations above the pivot will always give the Downer's area in the same column.
And here we come to the "ultra"-dynamic part: I tested (and it works!) naming a range as:
ColDowners: =OFFSET($A$79,$B$5+1,COLUMN()-1,$B$6,1)
And I substituted all the cells with calculations that refer to the Downers with something like:
= MAX( ColDowners )
Miraculously, all cells with this named ultra-dynamic range, are calculated with the correct values for the Downers exactly below them in the same column! Sometimes when the Workbook is initially loaded, the cells appear with 0 values, but immediately when you hit F9 to Calculate they get the correct value (which of course is not a problem).
So this range is "dynamic" in two ways: (1) because start and end rows are dynamic (as usual) and (2) because it results to a different range depending on where it's written!!
And now for the advancement. Any dynamic-range-guru's input would be extremely valuable:
OFFSET is a volatile function with the known performance issues. Can we replace it with two non-volatile INDEX functions separated by a colon (":")? I know how to name a range that starts from a specific cell and ends in a different one every time (eg. =A$155:INDEX(...COLUMN()...)). But can BOTH the start and end of the range be INDEXified [sic]? i.e. can it be something like =INDEX(...COLUMN()...):INDEX(...COLUMN()...). And, consequently, if we name a range with this formula, will it work?
Answers will have to exclude volatile functions like INDIRECT and will have to be as simple as possible. The resulting range of the formula of the ultra-dynamic range will have to be different depending on which COLUMN() it's written in in the sheet (like the OFFSET one above) and will have to be "able" to start from a specific number of rows below A79 (the number written in B5 in the example above) and end in the one written in B6.
The correct formula that defines an ultra-dynamic-range for replacing the 'OFFSET' formula:
=OFFSET($A$79,$B$5+1,COLUMN()-1,$B$6,1)
Is:
=INDEX($A:$XX,ROW($A$79)+$B$5+1,COLUMN()):INDEX($A:$XX,ROW($A$79)+$B$7,COLUMN())
Where in B7 is the number of the last row of the pivot. (=Something like B5+B6 plus/minus 1 or 2 - test it for your case)
If you Define a Name of a Dynamic Range with this ultra-dynamic formula, it will adapt to give you different ranges depending on the location of the cell where you copied it to!! It will always give you the same parallel range in your column and will produce different results in different columns! I tested it and it works perfectly, plus it made my calculations lightning faster since INDEX is non-volatile (as opposed to OFFSET).
One more tip for the example above: I also tried nested range names and they work! For example I Defined the Range for ColPopulation as:
=(ColUppers,ColDowners)
Note that this is an ultra-dynamic-nested-range-name! Of course, it can work only for simple functions (such as =MAX(ColPopulation)) and will not work in functions such as SUMPRODUCT that need contiguous ranges. Still, it is a very useful thing to know that you can Define Ranges by adding other range names with commas!
Great help from all involved! Thanks a lot!
I have a spreadsheet with two tabs. The first one contains Vehicle Types and a numeric score value.
Second Tab has like a variety of these vehicle types and what should be the total score. Depending on the vehicle types present in the respective neighbour cell.
See images below for illustration.
Is there a way via formula to get the total, in Column B in sheet 2, of the corresponding numeric values of column a from sheet 1?
For example, as per the illustration B2 in sheet would total 3; whereby in sheet 1 bus has a score of 1 and car 2.
Update:
As per the answer below, I have used the formula;
=SUMPRODUCT(ISNUMBER(FIND(" "&sheet1!A$2:A$4&" "," "&SUBSTITUTE(A4,CHAR(10)," ")&" "))*sheet1!B$2:B$4)
However, I am unfortunately getting zero as the value. Changing the line breaks in column A in sheet2 I am duly able to get the total. Is there a way to do it so irrespective of how the list is presented in the column the total will work?
I think you are after something like this:
Formula in E2:
=SUMPRODUCT(VLOOKUP(FILTERXML("<t><s>"&SUBSTITUTE(D2,CHAR(10),"</s><s>")&"</s></t>","//s"),A$2:B$4,2,FALSE))
If one has O365 you could just use SUM instead since it would auto-CSE the formula.
If you don't have Excel 2013 or later, you could try the following as another option (shorter but not my favourite):
=SUMPRODUCT(ISNUMBER(FIND(" "&A$2:A$4&" "," "&SUBSTITUTE(D2,CHAR(10)," ")&" "))*B$2:B$4)
I have two table, this one is the initial table that contains raw data (on Sheet 2)
And the second table (on Sheet 1) contains formula based on data from first table
I use this formula to calculate the data, but as we can see on the picture, it doesn't produce right result. Could you please help me to modify the formula?
=IFERROR(INDEX(Sheet2!$E$2:$E$12,MATCH(Sheet1!$B$1&Sheet1!B$2&Sheet1!$A3,Sheet2!$C$2:$C$12&Sheet2!$B$2:$B$12&Sheet2!$D$2:$D$12,0)),"")
First the auxiliar column, using the concatenate operator & :
Then the formula would be:
=VLOOKUP(B$2&$E$1&$A3;Sheet2!$A:$G;6;0)
Change 6 for 7 if you want the description instead of Activity.
Please try this formula. It should go into cell Sheet1!B3 where it must be confirmed with Ctl+Shift+Enter because it's an array formula. (017)
=IFERROR(INDEX(Table,MATCH(1,(INDEX(Table,,3)=$A$1)*(INDEX(Table,,2)=B$2)*(INDEX(Table,,4)=$A3),0),5),"")
In preparation of this formula to work you need to set up a named range by the name of "Table" which comprises of Sheet2!A2:Fxx. Better set this range up dynamically so that it expands as you add more data but you can also declare it as Sheet2!A2:F1000 where 1000 is a number of rows you expect never to need.
This table has 6 columns, A:F which I intentionally made to include column A, which you don't need so that range columns and sheet columns are identical. Table,,3 simply defines the 3rd column. You can replace it with Sheet2!$C$2:$C$1000. If you do, make sure that all your ranges have identical sizes.
The 5 near the end of the formula, at ,0),5),"") identifies the 5th column of the range Table from which the result is returned if the 3 criteria match. Change this number to 6 to return the result from column F or to 1 if you ever need the value from column A.
I have a spreadsheet that looks like this:
The data is in the coloured section, to the right of that is a table that shows the average of the result column when the data under ABC, XYZ, or GGG is inbetween the Max and Min Value.
This was done with this formula: =AVERAGEIFS($D$4:$D$27,A$4:A$27,"<"&$F5,A$4:A$27,">"&$G5)
What I want to do is have that formula reference the heading and then lookup the appropriate column in the data table to apply the averageif criteria to.
The formula I have now works fine but as I add more columns and the data table that may be out of order it would be much better if I was able to incorporate a lookup or match into the averageifs formula.
The following non-volatile function will do it:
=SUMPRODUCT(($A$1:$C$1=H$1)*($A$2:$C$21>=$G2)*($A$2:$C$21<=$F2)*($A$2:$C$21))/SUMPRODUCT(($A$1:$C$1=H$1)*($A$2:$C$21>=$G2)*($A$2:$C$21<=$F2))
EDIT
To get the average of the results column when the other column is within the constraints. Change the fourth Criterion in the first SUMPRODUCT():
=SUMPRODUCT(($A$1:$C$1=H$1)*($A$2:$C$21>=$G2)*($A$2:$C$21<=$F2)*($D$2:$D$21))/SUMPRODUCT(($A$1:$C$1=H$1)*($A$2:$C$21>=$G2)*($A$2:$C$21<=$F2))
EDIT2
Another option that is both non volatile and non array:
=AVERAGEIFS(D:D,INDEX(A:C,0,MATCH(H$1,1:1,0)),">=" & G4,INDEX(A:C,0,MATCH(H$1,1:1,0)),"<=" &F4)
if you are doing it over a small number of calcs then the Offset function will work for you replace your reference to your current A column with
OFFSET($A$4,0,MATCH(h$2,$a$2:$d$2,0))-1,24,1)
The offset is broken down in to $A$4 being your reference point.
The 0 being how many rows to move from the reference point to start
The MATCH(h$2,$a$2:$d$2,0))-1 being how many columns to move from the reference point
The 24 is the number of rows to return
The 1 is how many columns to return
The match formula looks for the value in H2 in your header road in A2:D2 for an exact match and returns the number for the spot the item was found. We subtract 1 from this result as we only want to move one less spot than where the item was found. So it if was found in the 1st spot we dont want to move over any columns so we need to make the value 0.
You end formula would look something like:
=AVERAGEIFS($D$4:$D$27,OFFSET($A$4,0,MATCH(h$2,$a$2:$d$2,0))-1,24,1),"<"&$F5,OFFSET($A$4,0,MATCH(h$2,$a$2:$d$2,0))-1,24,1),">"&$G5)
I am analysing library statistics relating to loans made by particular user categories. The loan data forms the named range LoansToApril2013. Excel 2007 is quite happy for me to use an index range as the sum range in a SUMIF:
=SUMIF(INDEX(LoansToApril2013,0,3),10,INDEX(LoansToApril2013,0,4):INDEX(LoansToApril2013,0,6))
Here 10 indicates a specific user category, and this sums loans made to that group from three columns. By "index range" I'm referring to the
INDEX(LoansToApril2013,0,4):INDEX(LoansToApril2013,0,6)
sum_range value.
However, if I switch to using a SUMIFS to add further criteria, Excel returns a #VALUE error if an index range is used. It will only accept a single index.
=SUMIFS(INDEX(LoansToApril2013,0,4),INDEX(LoansToApril2013,0,3),1,INDEX(LoansToApril2013,0,1),"PTFBL")
works fine
=SUMIFS(INDEX(LoansToApril2013,0,4):INDEX(LoansToApril2013,0,6),INDEX(LoansToApril2013,0,3),1,INDEX(LoansToApril2013,0,1),"PTFBL")
returns #value, and I'm not sure why.
Interestingly,
=SUMIFS(INDEX(LoansToApril2013,0,4):INDEX(LoansToApril2013,0,4),INDEX(LoansToApril2013,0,3),1,INDEX(LoansToApril2013,0,1),"PTFBL")
is also accepted and returns the same as the first one with a single index.
I haven't been able to find any documentation or comments relating to this. Does anyone know if there is an alternative structure that would allow SUMIFS to conditionally sum index values from three columns? I'd rather not use three separate formulae and add them together, though it's possible.
The sumifs formula is modelled after an array formula and comparisons in the sumifs need to be the same size, the last one mimics a single column in the LoansToApril2013 array column 4:4 is column 4.
The second to bottom one is 3 columns wide and the comparison columns are 1 column wide causing the error.
sumifs can't do that, but sumproduct can
Example:
X 1 1 1
Y 2 2 2
Z 3 3 3
starting in A1
the formula =SUMPRODUCT((A1:A3="X")*B1:D3) gives the answer 3, and altering the value X in the formula to Y or Z changes the returned value to the appropriate sum of the lines.
Note that this will not work if you have text in the area - it will return #VALUE!
If you can't avoid the text, then you need an array formula. Using the same example, the formula would be =SUM(IF(A1:A3="X",B1:D3)), and to enter it as an array formula, you need to use CTRL+SHIFT+ENTER to enter the formula - you should notice that excel puts { } around the formula. It treats any text as zero, so it will successfully add up the numbers it finds even if you have text in one of the boxes (e.g. change one of the 1's in the example to be blah and the total will be 2 - the formula will add the two remaining 1s in the line)
The two answers above and a bit of searching allowed me to find a formula that worked. I'll put it here for posterity, because questions with no final outcome are a pain for future readers.
=SUMPRODUCT( (INDEX(LoansToApril2013,0,3)=C4) * (INDEX(LoansToApril2013,0,1)="PTFBL") * INDEX(LoansToApril2013,0,4):INDEX(LoansToApril2013,0,6))
This totals up values in columns 4-6 of the LoansToApril2013 range, where the value in column 3 equals the value in C4 (a.k.a. "the cell to the left of this one with the formula") AND the value in column 1 is "PTFBL".
Despite appearances, it isn't multiplying anything by anything else. I found an explanation on this page, but basically the asterisks are adding criteria to the function. Note that criteria are enclosed in their own brackets, while the range isn't.
If you want to use names ranges you need to use INDIRECT for the Index commands.
I used that formula to check for conditions in two columns, and then SUM the results in a table which has 12 columns for the months (the column is chosen by a helper cell which is 1 to 12 [L4]).
So you can do if:
Dept (1 column name range [C6]) = Sales [D6];
Region (1 column name range [C3]) = USA [D3];
SUM figures in the 12 column monthly named range table [E7] for that 1 single month [L4] for those people/products/line item
Just copy the formula across your report page which has columns 1-12 for the months and you get a monthly summary report with 2 conditions.
=SUMPRODUCT( (INDEX(INDIRECT($C$6),0,1)=$D$6) * (INDEX(INDIRECT($C$3),0,1)=$D$3) * INDEX(INDIRECT($E7),0,L$4))