Using Advanced Lookup Functions in Excel - excel

So, I have this workbook consisting of Summary:Temperatures by Month.
There are two worksheets with Summary - High Temp and Summary - Low Temp.
The Summary High Temp Worksheet looks like this:
City/State/Jan/Feb/Mar/Apr
{[ColB]/[ColC]/[ColD]/[ColE]/[ColF]/[ColG]}
R5: A/AA/30/32/40/42
R6: B/BB/32/34/41/43
R7: C/CC/38/36/44/45
R8: D/DD/40/39/47/49
Now, I have to retrieve data for "CITY-WIDE HIGH TEMPERATURES BY MONTH" from Summary High Temp Worksheet into another worksheet that is currently in this format:
City/High Temp
{[ColJ]/[ColI]}
R5:A/ _________
R6:B/ _________
R7:C/ _________
R8:D/ _________
Moreover, I have drop-down list with Month Names and Month Numbers like these:
Month:Mar
[Cell:B3/C3]
Month Number: 3
[Cell:J2/K2]
[The drop-downs are dynamic in nature. So for instance, if I select Mar in Month it will give me 5 in Month Number etc]
How, can I make use of the above list in my formula to retrieve temperatures for the specified city and month?

the are 2 easy ways to do this
1) make a cheat column that is city+month combined so you have a unike identifier so in a new column you could reefer to firhst the month locked in line 1 and then the city in different lines (=$B$1&C2 and then drag down)
2) since you only have one unike value pr city/mont/high or low you could do a "MAXIFS" where you specify city + month as criteria

You don't need an INDEX-MATCH to accomplish this, it can be done by utilizing HLOOKUP-MATCH to retrieve a value at an intersection point. I recreated a basic layout of your data and in J5 used
=HLOOKUP($B$3,'Summary - High Temp '!$B$4:$G$8,MATCH(I5,'Summary - High Temp '!$B$4:$B$8,0),FALSE)
Where $B$3 is a reference to your drop down list of month names, 'Summary - High Temp '!$B$4:$G$8 is reference to your high temp data array, I5 is a reference to the City being searched for and 'Summary - High Temp '!$B$4:$B$8 is a reference to the column containing the array of city names.
This would allow you to select any month from your drop down list and your search values would update. This, of course, assumes you only have one temperature value for each unique City-Month.

Related

I need to pull a complete row from one excel sheet to another escel sheet, based on a cell value

I have 2 Excel worksheets. In the first I have a table that has a column named "Sales Order" and "SO Item" of each row (product) plus some other columns. In this table I concatenate "Sales Order" and "SO Item" so that I have Sales Order parent (xxxxxxx00) and also Sales Order childs (xxxxxxx01, xxxxxxx02,...,xxxxxxx09). However, in the second worksheet I also have the "concatenation" column but only contains Sales Order parents. How can I pull the whole rows containing the childs of each parent from worksheet 1 to worksheet 2?
I've tried to do it using VLOOKUP but this only returns a single child value (xxxxxxx001) and also its not returning the whole row where this code is located
Table 1 is:
Sales Order
SO Item
Concatenation
Material Description
Feas Plan Date
2503319449
100
2503319449100
SYS-7210 SAS-Mxp
Bundle Header
2503319449
101
2503319449101
PS-7210 SAS-T/Mxp
1/31/2023
2503319449
102
2503319449102
SYS-7210 SAS-Mxp2VDC
Global Allocation
2503319449
200
2503319449200
OS-7210 SAS-Mxp
1/31/2023
Table 2 is:
Sales Order
SO Item
Concatenation
Material Description
Feas Plan Date
2503319449
100
2503319449100
SYS-7210 SAS-Mxp
Bundle Header
2503319449
200
2503319449200
OS-7210 SAS-Mxp
1/31/2023
I want Table 2 to extract the missing "Concatenation" items from Table 1.
It is not clear from the question, how to present the output. I assume Table2 is your lookup table. Based on the input data, you need to return the entire Table1, I assume your Table1 has more data in your real case, and you want to extract just the information based on the lookup table. In the way you construct the concatenation, for the lookup it is only necessary the SO Item column values. Put on G2 the following formula:
=LET(tbA, A3:E4, tbB, A9:E12, soA, 1*INDEX(tbA,,2), soB, 1*INDEX(tbB,,2),
DROP(REDUCE("", soA, LAMBDA(ac,x, LET(f,
FILTER(tbB, (soB >= x) * (soB < x+100),""), IF(#f="", ac, VSTACK(ac,f))))),1))
Here is the output:
The condition:
IF(#f="", ac, VSTACK(ac,f))
It is just to prevent empty result from the FILTER output (f), it is not really necessary if you want to include the parent (condition: soB >= x as it is in the formula), but if you want to exclude it (soB > x) then you need it. Check my answer to the question: how to transform a table in Excel from vertical to horizontal but with different length on how to use DROP/REDUCE/VSTACK pattern. I convert to numeric values (multiplying INDEX by 1) the value of SO Item column, in case the input data is in text format, otherwise it is not necesary.

How can I extract a total count or sum of agents who made their first sale in a specified month?

I am trying to extract some data out of a large table of data in Excel. The table consists of the month, the agent's name, and either a 1 if they made a sale or a 0 if they did not.
What I would like to do is plug in a Month value into one cell, then have it spit out a count of how many agents made their first sale that month.
Sample Data and Input Output area
I found success by creating a secondary table for processing a minif and matching to agent name, then countif in that table's data how many sales months matched the input month. However I would like to not have a secondary table and do this all in one go.
=IF(MINIFS(E2ERawData[Date Group],E2ERawData[Agent],'Processed Data'!B4,E2ERawData[E2E Participation],1)=0,"No Sales",MINIFS(E2ERawData[Date Group],E2ERawData[Agent],'Processed Data'!B4,E2ERawData[E2E Participation],1))
=COUNTIFS(ProcessedData[Month of First E2E Sale],H4)
Formula in column F is:
=MAX(0;COUNTIFS($A$2:$A$8;E3;$C$2:$C$8;1)-SUM(COUNTIFS($A$2:$A$8;"<"&E3;$C$2:$C$8;1;$B$2:$B$8;IF($A$2:$A$8=E3;$B$2:$B$8))))
This is how it works (we'll use 01/03/2022 as example)
COUNTIFS($A$2:$A$8;E3;$C$2:$C$8;1) This counts how many 1 there are for the proper month (in our example this part will return 2)
COUNTIFS($A$2:$A$8;"<"&E3;$C$2:$C$8;1;$B$2:$B$8;SI($A$2:$A$8=E3;$B$2:$B$8)) will count how many 1 you got in previous months of the same agents (in our example, it will return 1)
Result from step 2, because it's an array formula, we sum up using SUM() (in our example, this return 1)
We do result from step 1 minus result from step 3 (so we get 1)
Finally, everything is inside a MAX function to avoid negative results (February would return -1 because there were no sales at all and agent B did a sale on January, so it would return -1. To avoid this, we force Excel to show biggest value between 0 and our calculation)
NOTE: Because it's an array formula, depending on your Excel version maybe you must introduce pressing CTRL+ENTER+SHIFT
If one has got access to the newest functions:
=LET(X,UNIQUE(C3:C9),VSTACK({"Month","Total of First time sales"},HSTACK(X,BYROW(X,LAMBDA(a,SUM((C3:C9=a)*(MINIFS(C3:C9,D3:D9,D3:D9,E3:E9,1)=C3:C9)))))))

Excel CUBEVALUE & CUBESET count records greater than a number

I am writing a series of queries to my workbook's data model to retrieve the number of documents by Category_Name which are greater than a certain numbers of days old (e.g. >=650).
Currently this formula (entered in celll C3) returns the correct number for a single Days Old value (=3).
=CUBEVALUE("ThisWorkbookDataModel",
"[Measures].[Count of Docs]",
"[EDD_Report].[Category_Name].&["&$B2&"]",
"[EDD_Report_10-01-18].[Days Old].[34]")
How do I return the number of documents for Days Old values >=650?
The worksheet looks like:
A B C
1 Date PL Count of Docs
2 10/1/2018 ALD 3
3 ...
UPDATE: As suggested in #ama 's answer below, the expression in step B did not work.
However, I created a subset of the Days Old values using
=CUBESET("ThisWorkbookDataModel",
"{[EDD_Report_10-01-18].[Days Old].[all].[650]:[EDD_Report_10-01-18].[Days Old].[All].[3647]}")
The cell containing this cubeset is referenced as the third Member_expression of the original CUBEVALUE formula. The limitation is now that the values for the beginning and end must be members of the Days Old set.
This is limiting, in that, I was hoping for a more general test for >=650 and there is no way to guarantee that specific values of Days Old will be in the query.
First time I hear about CUBE, so you got me curious and I did some digging. Definitely not an expert, but here is what I found:
MDX language should allow you to provide value ranges in the form of {[Table].[Field].[All].[LowerBound]:[Table].[Field].[All].[UpperBound]}.
A. Get the total number of entries:
D3 =CUBEVALUE("ThisWorkbookDataModel",
"[Measures].[Count of Docs]",
"[EDD_Report].[Category_Name].&["&$B2&"]"),
"{[EDD_Report_10-01-18].[Days Old].[All]")
B. Get the number of entries less than 650:
E3 =CUBEVALUE("ThisWorkbookDataModel",
"[Measures].[Count of Docs]",
"[EDD_Report].[Category_Name].&["&$B2&"]"),
"{[EDD_Report_10-01-18].[Days Old].[All].[0]:[EDD_Report_10-01-18].[Days Old].[All].[649]}")
Note I found something about using .[All].[650].lag(1)} but I think for it to work properly your data might need to be sorted?
C. Substract
C3 =D3-E3
Alternatively, go for the quick and dirty:
=CUBEVALUE("ThisWorkbookDataModel",
"[Measures].[Count of Docs]",
"[EDD_Report].[Category_Name].&["&$B2&"]"),
"{[EDD_Report_10-01-18].[Days Old].[All].[650]:[EDD_Report_10-01-18].[Days Old].[All].[99999]}")
Hope this helps and do let me know, I am still curious!

Minimum & Maximum - having two compulsory conditions

I have 3 columns with the following name:
name1, name2 and value.
I want to obtain in another sheet two tables having two compulsory condition (min and max calculated using name1 and name2):
the name of the first table to be taken from the column with name2 and this table has two partition.
the first partition named max, is calculating the max for 30_-20, 40_-20, 50_-20, 30_22, 40_22, 50_22, 30_60, 40_60, 50_60 and second partition named min, is calculating the min for 30_-20, 40_-20, 50_-20, 30_22, 40_22, 50_22, 30_60, 40_60, 50_60.
What I want to say can be viewed in the following picture.
I need this for my job, and I don't know anything about macros. I think it will be necessary to learn macros.
Given a layout on a single worksheet similar to your sample image.
    
The standard formula(s) for G3, I3, M3 and O3 are:
=MAX(INDEX($C$2:$C$999*($A$2:$A$999=H3)*($B$2:$B$999=H$1), , ))
=MIN(INDEX($C$2:$C$999+(($A$2:$A$999<>H3)+($B$2:$B$999<>H$1))*1E+99, , ))
=MAX(INDEX($C$2:$C$999*($A$2:$A$999=N3)*($B$2:$B$999=N$1), , ))
=MIN(INDEX($C$2:$C$999+(($A$2:$A$999<>N3)+($B$2:$B$999<>N$1))*1E+99, , ))
Fill down as necessary. It is usually easier to reference a cell containing a value (e.g. 30_-20) than repeatedly hardcoding the value into a variety of similar formulas. I've used H3:H5 and N3:N5 for the column A values.
How it Works:
See MINIF, MAXIF and MODEIF with Standard Formulas.

Count occurrences of multiple values in Excel

IF I have a table like this:
[1968][?]
[1968][?]
[1968][?]
[1969][?]
[1969][?]
[1970][?]
[1970][?]
I want to count the number of times each year occurs in the next column.
=COUNTIF(A1:A7,"1968")
How can I do this automatically for each year? (because the table is not this small).
I reduced your example data by one row with year 1969 for better result display
[1968][=COUNTIF($A$1:$A$6, $A1)]
[1968][=COUNTIF($A$1:$A$6, $A2)]
[1968][=COUNTIF($A$1:$A$6, $A3)]
[1969][=COUNTIF($A$1:$A$6, $A4)]
[1970][=COUNTIF($A$1:$A$6, $A5)]
[1970][=COUNTIF($A$1:$A$6, $A6)]
Just enter the formula in B1 and drag-copy it until end of the column B.
Results in
[1968][3]
[1968][3]
[1968][3]
[1969][1]
[1970][2]
[1970][2]

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