A dynamic sum formula - Excel - excel

Guys I am trying to write a dynamic sum formula where the array range starts from a cut-off date ( this date changes every month ).
I have the periods in the top first row 201801 in A2, 201802 in B2 etc.
and starting from A3 I have the sales' figures.
e.g. the cut-off date is 201806, so I need my sum formula to be =sum($F3:L3)
what I was trying to do is =sum(ADDRESS(3,MATCH($B$1,$A$2:$L$2,0),3):L3)
ADDRESS(3,MATCH($B$1,$A$2:$L$2,0),3) returns $F3 which does not work in the sum formula!

INDIRECT is volatile so may not be the best function to use.
I take it that L3 is static, and you're looking to sum from the lookup value to L3.
MATCH(201806,$2:$2,0) will return the column number that 201806 first appears in.
INDEX($3:$3,,6):$L$3 will return a reference to F$3:$L$3 (F being the sixth column - replace 6 with the MATCH function).
SUM(F$3:$L$3) adds it all up. Replace F$3:$L$3 with the INDEX.
The final formula would be:
=SUM(INDEX($3:$3,,MATCH(201806,$2:$2,0)):$L$3)
Replace 201806 with a range reference.
If the end date is variable you can use another INDEX function to find it.
This finds the last date using the MAX function:
=SUM(INDEX($3:$3,,MATCH(201806,$2:$2,0)):INDEX($3:$3,,MATCH(MAX($2:$2),$2:$2,0)))
This adds from June to December:
=SUM(INDEX($3:$3,,MATCH(201806,$2:$2,0)):INDEX($3:$3,,MATCH(201812,$2:$2,0)))

Related

Array to lookup multiple columns and take another columns information

I am trying to lookup a part number in a separate table array, the same value could be in multiple rows. The formula should find each instance of the value in the other table, move to a date column and determine which months the value exists in and which row it belongs to. The entire table B3:F15 should be automated. I have attached an image with proper explanation of what I am trying to accomplish if at all possible.
The formulas would be entered into B3:F15. These are the cells where the data will get pulled into. Each row will search for its corresponding Part Number in column A. I.e, B3 to F3 is only looking for A3 data. The rows are used to determine if a Part number in L2:P4 matches their row value in Column A and if was used in that month belonging to months B2:F2. If the Part number was used in the corresponding month then it will output the Plant # from Column I. In some cases the Part numbers in L2:P4 can exist in multiple rows, but they are unique to each column.
As an example I have manually filled in data for PN1001 and PN1021. For PN1001, this belongs to B3:F3. Each cell in B3:F3 will search the array L2:P4 and realize it is found only once and in M4, so it will look at the dates from its row, J4 and K4, and determine which months it was used in. Since it was used in Jan, Feb, and Mar, it will output the Plant # into D3, E3, F3. In the example of PN1021 it is the same but in this case PN1021 exists in L2 and L4, so it will take the date of J2,K2, and J4,K4.
Some Part numbers can be a combination of letters and numbers, some may just be numbers.
In terms of how to build the formula I am not sure what combination of Index/Match/Lookup I should be using. My theory is that each cell in B3:F15 would include a formula that be =MATCH(Lookup(columnA with L3:P4)) (but how do you get it to lookup multiple instances??) Some research lead me to use this concept to find multiple instances and point to the row #.
SMALL(IF(Lookup Range = Lookup Value, Row(Lookup Range),Row ()-# of rows below start row of Lookup Range)
Once I can find each instance, then Index the row and compare if the cell in B3 is greater than J3 and less than K3 to determine the months which should have a value entered. IFYES, then output column I from the row number.
If you have any better solutions or ideas to perform this action then please provide feedback. Thanks in advance for the support.
I think the formula below will do what you want. I created a table out of your I1:P4 data, and used structured references, as I find it easier to follow.
B3: =IFERROR(
INDEX(partsTbl,
MAX(
($A3=partsTbl)*
(B$2>DATE(YEAR(partsTbl[[Test Start Date]:[Test Start Date]]),MONTH(partsTbl[[Test Start Date]:[Test Start Date]]),0))*
(B$2<DATE(YEAR(partsTbl[[Test Finish Date]:[Test Finish Date]]),MONTH(partsTbl[[Test Finish Date]:[Test Finish Date]])+1,1))*
ROW(partsTbl)-ROW(partsTbl[#Headers])),
1),
"")
$A3=partsTbl returns a 2D array like {FALSE,FALSE,TRUE,FALSE;FALSE,FALSE, …} to find the part number in the table
Since your start/finish dates in the partsTbl are not always at the beginning/end of the month, we need to convert them to such before we compare the dates in B2:F2
(B$2>DATE(YEAR(partsTbl[[Test Start Date]:[Test Start Date]]),MONTH(partsTbl[[Test Start Date]:[Test Start Date]]),0))
And similar for the end of the month.
We now have a 2D-array of {FALSE,FALSE,TRUE,FALSE...} where the TRUE matches the part number as filtered by the dates.
ROW(partsTbl) returns a matching array of the row numbers in the table (and we subtract the row number of the Header row to determine the row within the data).
When we do our multiplication, we then get an array where the largest value will be the desired row
INDEX, referencing column 1, will then return the appropriate Plant #

i want to find count of text for a date range as criteria 1 and criteria 2 in the array

I want to count number of values (N/D) in the array (below:table: list) for criteria 1 is date range( from date and through Date) and criteria 2 is Shift A, b acros ( as shown in below table-output). I want to fill column D/N with how many times D/N occur for a date range and shift A,B,C,D?
output
From Date Through Date Shift D/N
25-May-19 26-May-19 A ?
25-May-19 26-May-19 B ?
Table- list
Dates A B C D
25-May-19 N D - -
26-May-19 N D - -
27-May-19 - D N -
INDEX(A:E,MATCH(H7:I7,A:E,0),MATCH(J7,A:E,0))
Value -?
Part of the problem you may be having is dates. Make sure your dates are excel dates and not string/text that looks like a date. Simply changing the formatting of a cell does not make it a date, it simply tells excel how to try and display the information in a cell.
Dates in excel are stored as integers and they represent the days since 1900/1/1 with that date being day 1. One of the easiest ways to test if a cell contains a date or a string is:
=ISTEXT(A1)
or
=ISNUMBER(A1)
Where A1 is the cell with the date to be tested.
If it returns TRUE for the first formula it is a string/text. FALSE means it is a number. The opposite TRUE and FALSE results apply for the second formula.
In your formula's when you have something between quotes "", it will be interpreted as a string. SO something like "<=19/05/26" mean its looking for a string less than that, not a date less than that. For doing a date comparison, either concatenate the text comparison with with a cell containing a date to compare to "<="&B2 where B2 has the date or if you want to hard code it use something like "<="&Date(19,05,26)
In order to make the following solution work, your dates all need to be stored as a number. AKA Excel serial date format.
Based on the data being layed out as per the image below, you can use COUNTIFS, INDEX, and MATCH to get the date your are looking for. I recommend find your count of D and N separately and adding them together after for a total. However if you want it in a single cell formula solution it can be achieved as well as demonstrated by the results in column N. however the formula starts to get long and can be difficult potentially read/maintain at a later date.
The core of the solution will be the COUNTIFS functions. The format of the COUNTIFS function is as follows:
COUNTIFS(Range to count 1, Criteria 1, Range to count 2, Criteria 2,...,Range to count n, Criteria n)
Let start building your formula one criteria at a time. The first Criteria will be all dates that are greater than or equal to the from date. If you only want the dates after the from date, drop the equal sign or the criteria.
=COUNTIFS($A$2:$A$4,">="&$G2,
Note the $ to lock the cell references. This is done so that when the formula gets copied, the column or row references beside the $ does not change.
Then second criteria is similar to the first except you want to grab all the dates less than or equal to the through date. Again include/drop the equal sign to suit your needs.
=COUNTIFS($A$2:$A$4,">="&$G2,$A$2:$A$4,"<="&$H2,
The next criteria will be to get all the cells that match D or N the column header. Lets just focus on D for now. The tricky part is to define which column to look in. For now lets call the column to look in XXX which will make the formula become:
=COUNTIFS($A$2:$A$4,">="&$G2,$A$2:$A$4,"<="&$H2,XXX,J$1)
OR
=COUNTIFS($A$2:$A$4,">="&$G2,$A$2:$A$4,"<="&$H2,XXX,"="&J$1)
NOTE: both formulas are the same. When no comparison operator is provided
it is taken as "=" by default.
Now in order to define XXX, INDEX and MATCH will be your friends. An important side note about INDEX is that it does not directly return the value of a cell but instead returns a cell address which in turn pulls a cell value. The basic format of INDEX is:
INDEX(Range to look in, Range's ROW to look in, Range's COLUMN to look in)
That is for a 2 dimensional range. If your range is 1 dimensional, either just a column or just a row, then only the second argument "Range's Row..." need to be provided and it represents how far down the list to go.
What gets interesting about a 2D INDEX is that when 0 is provided for ROW to look in or the Column to look in, instead of throwing an error, it instead returns all rows or columns. THIS IS IMPORTANT because you want all rows of just 1 specific column. That mean your INDEX formula is going to start to look like:
INDEX($B$2:$E$4,0,SPECIFIC COLUMN NUMBER)
So now you need to find a specific column number. That is where MATCH will be your friend. MATCH takes the following format:
MATCH(Value to find, 1D range to look in, what type of search)
You already know you are going to try and match your shift column so that will be your look up value, and the range to look in will be your column headers. The type of search you will want in this case is an exact match which is represented by 0. That means your MATCH formula will look like:
MATCH($I2,$B$1:$E$1,0)
Now to combine the various pieces, throw the MATCH formula into your INDEX and replace the "SPECIFIC COLUMN...". Your INDEX will now look like:
INDEX($B$2:$E$4,0,MATCH($I2,$B$1:$E$1,0))
And the formula above can now replace the XXX in your COUNTIFS formula and you will get:
=COUNTIFS($A$2:$A$4,">="&$G2,$A$2:$A$4,"<="&$H2,INDEX($B$2:$E$4,0,MATCH($I2,$B$1:$E$1,0)),J$1)
Place the above formula in J2 and copy the cell down and to the right.
In L2 use one of the two formulas to get the total of D and N in the date range:
=SUM(J2:K2)
OR
=J2+K2
Now to get your formula all in one cell, look at the second formula above. You can simply go to the contents of cell J2 and copy the entire formula. Then edit cell L2 and replace the cell reference for for J2 with the copied formula. Repeat the process by copy formula in K2 and replacing the reference to K2 in L2. You will wind up with a formula that looks like:
=COUNTIFS($A$2:$A$4,">="&$G2,$A$2:$A$4,"<="&$H2,INDEX($B$2:$E$4,0,MATCH($I2,$B$1:$E$1,0)),J$1)+COUNTIFS($A$2:$A$4,">="&$G2,$A$2:$A$4,"<="&$H2,INDEX($B$2:$E$4,0,MATCH($I2,$B$1:$E$1,0)),K$1)
Much longer and harder to read which is why I recommend breaking the formula down into its parts for D and N separately.
Now as an alternate method you could use SUMPRODUCT and get into array operations. Your SUMPRODUCT formula to place in I2 and copy down and right could be:
=SUMPRODUCT(($A$2:$A$4>=$G2)*($A$2:$A$4<=$H2)*(INDEX($B$2:$E$4,0,MATCH($I2,$B$1:$E$1,0))=J$1))

Excel returning multiple values for a date range, with a single date items summed

I have the opposite query for this question:
Excel - Lookup to return multiple values in between date range
The solution is given for the above query in the following link also:
https://www.get-digital-help.com/2009/12/13/formula-for-matching-a-date-within-a-date-range-in-excel/
But my query is that for multiple date ranges, how do I find the total bookings of a single date.
I wish to build a calendar which will allow me to work out how many booking I have for a certain day. All the bookings are for 1 or more items and I want the total items which will be there on a single day, across a date calendar range.
On the calendar on the right side, I wish to add the total items which will be staying over during that specified date.
So, in the example, on the 26th December, a total of 6 items will be there. And for 5th December there is only 1, while for 1st December there are no items.
Would like to have these numbers in the calendar on the right.
I have tried using VLOOKUP, LOOKUP, INDEX and MATCH.
Also, tried the SUMPRODUCT mentioned, but those seem to give a single range and number for that range, but not the multiple values across a date range.
https://chandoo.org/wp/range-lookup-excel/
Formulae I tried are, for the 26th December date are:
=(LOOKUP(H10,((Table1[Date From]):(Table1[Date To])),Table1[Items from]))
=SUMIF(Table1[Item],(LOOKUP(2,1/(Table1[Date From]<=H10)/(Table1[Date To]>=H10))))
=INDEX(Table1[Item from],MATCH(H10,LOOKUP(H10,Table1[[Date From]:[Date To]])))
For Dec 26th (and keeping your original structure)
=SUMIFS(Bookings[[Items]:[Items]],Bookings[[Date From]:[Date From]],"<=" &H10,Bookings[[Date To]:[Date To]],">="&H10)
Note that I used the absolute address structured reference form so you can at least fill/drag across a row, without changing the columns from the table.
If you want to make things even easier, you can replace the H10 reference with a computed reference, but at the cost of using OFFSET which is a volatile function.
=SUMIFS(Bookings[[Items]:[Items]],Bookings[[Date From]:[Date From]],"<=" &OFFSET(H$1,ROW()-2,0),Bookings[[Date To]:[Date To]],">="&OFFSET(H$1,ROW()-2,0))
You might also be able to construct a computed cell reference using the INDEX function, which would be non-volatile.
Updated answer with array formulas
Sorry for not understanding your first request.
You can use the following array formula in a "single cell"
{= SUM( IF( (E2 >=$B$2:$B$8 ) * (E2<=$C$2:$C$8) ; $A$2:$A$8 ; 0 ))}
Where column e contains the target dates, columns a, b and c contain items, from and to.
This formula is expansible and copiable to other cells where e2 will be relatively changed for each target date. This is easily adaptable to your month table. Put the formula below the first date, then expand horizontally and copy/paste to the other rows.
See picture:
Old answer
Create a separate cell with your target date. Suppose $e$1.
Create on e2 this formula: =if( and( $e$1 >= c2 ; $e$1 <= d2 ); a2; 0)
Expand it and sum at the bottom.
Sorry for my formulas in Portuguese in the image (se = if ; e = and):

Compare two date/times with tolerance

Essentially, I have two columns of data and I would like to know if a given value in Column A matches any value in Column B within a certain delta value.
I don't think an approximated VLOOKUP would do the trick here. The values are dates and times of day (as in 8/12/14 1:43:02 PM) and I want the delta value to be <15 seconds.
So if A1 is 8/12/14 1:43:02 PM and B156 is 8/12/14 1:43:08 PM, return a boolean.
Since comments tend to get long, here is a long comment, or a short answer.
To compare timestamps, you can write =ABS(A1-B1)<1/5760. Numeric conversion is automatic, and 1/5760=15/86400, or 15 seconds, considering that for Excel, a day equals 1.
Here is an example, for one value in column A.
My Excel is french, VRAI means TRUE. The date/time format is maybe not the same as yours, but it's only visual.
In english, the formula are:
C1: =MATCH(A1,$B$1:$B$21)
D1: =INDEX($B$1:$B$21,C1)
E1: =INDEX($B$1:$B$21,C1+1)
F1: =OR(ABS(D1-A1)<1/5760,ABS(E1-A1)<1/5760)
Of course, you don't really need 4 columns to do this, but it's easier to understand.
See also the help for MATCH function: MATCH finds the largest value that is less than or equal to lookup_value. The values in the lookup_array argument must be placed in ascending order.
So you get the index of the value just before, and you have to test this value (first part of the OR, and D1) and the next value (second part, and E1).
Try this array formula:
=IFERROR(MATCH(TRUE,ABS(A2-TIME_RANGE)<EQ_15_SEC,0),"not found")
This will return either the index of the item in column B that satisfies the 15 second rule, or "not found".
TIME_RANGE is one range of values you want to check, like column B
A2 is the candidate in column A on this row. You can fill the formula down.
EQ_15_SEC just points to a cell where I did the calculation =15/60/60/24
This is an array formula, so commit by pressing Ctrl+Shift+Enter (not just Enter)

using a function inside an excel IF and use its return value

I use excel for my budget. The top row has the dates when I am paid. I wrote a function called Between which determines if the date I am suppose to pay a particular bill will occur within the timeframe specified in Between. If it does, it will fill the cell with the correct value, otherwise blank. The arguments for Between are Between([cell with start date],[number of days in period], [date to test is in the period],[value to fill cell if date in period]). So, say A1 has 9/1/2014. Between(A1,14,7,500) would put 500 in the cell since the 7th is between 9/1 and 9/15. If A1 was 9/20/2014, the cell would be blank since the 7th is not between 9/20 and 10/4.
I would like to check if Between returns a value vs a blank so I could fill empty cells with a 0 so I can sum up numbers in a row. Suppose I had this expression in a cell say B12:
=IF(ISBLANK(Between(A1,14,7,500),0,?) I want the ? to be the value of Between in the IF statement. How can I get the value of Between into the cell if Between does not return blank?
Just repeat it:
=IF(ISBLANK(Between(A1,14,7,500)),0,Between(A1,14,7,500))
The N function converts non-numbers to 0, so you could try:
=N(Between(A1,14,7,500))

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