I have two column [Clients] and [Sales], I'd like to create a new column containing a scoring (from 1 to 5) for each "Client" in terms of Sales.
I want to make a ranking of [Sales] and split it, uniformly in 5 groups, then set a label 1 for the highest [Sales], 2 for the second group, etc...
Does someone have an idea of an expression to use ?
You can use the percentile function in conjunction with a case statement. In the screenshot below, I created 5 calculations to find the 20th, 40th, 60th, and 80th percentiles and then created a case statement to rank based on those values.
Percentile calculation:
Percentile([Sales],20)
Case statement:
case
when [Sales]<[20th Percentile] then 1
when ([Sales]>=[20th Percentile]) and ([Sales]<[40th Percentile]) then 2
when ([Sales]>=[40th Percentile]) and ([Sales]<[60th Percentile]) then 3
when ([Sales]>=[60th Percentile]) and ([Sales]<[80th Percentile]) then 4
when [Sales]>=[80th Percentile] then 5
else NULL
end
See attached screenshot
Data sample and calcs
Related
I have a range of cells in excel. How to increment numbers when meeting data validation from three different columns?
I tried using formula COUNTIF($A$2:A2,A2) which creates a number sequence. But I have other data to validate from another column for it to return the correct number sequence.
First validation: count the emp no in column range A1:A5 which return a result under Hierarchy column.
Second validation: check the % value under column L as per below level of hierarchy in which the problem comes from.
1 - 0.25
2 - 0.25
3 - 0.5
4 - 0.5
5 - 1
Third validation: check the type of Relation (see Relation column) that needs to check when returning number of sequence too. Below is the Relation Level table.
I don't know on how to join these three conditions for the result to be as below.
My really problem here is on how will i get a sequence number if a person does have 3 children and should be tagged as 2,3,4 (next to spouse which is 1) then the next relation which is parent will be tagged then as next number sequence from the last count of child wherein will be 5 given that as per relation table, Parent level is 3 but it will be adjusted as per count of relations a person has. And for this specific instance, if Parent count will be 5, it still should have 0.5 EE % (see relation table level vs % hierarchy level) even though the count of number is 5. I hope this will make sense. But let me know if you have any questions.
Hope someone could help me on this coz I am not that expert when it comes to excel formula. Thank you!
How do I sum the amount of demand I have for each date, when there are multiple entries for each date., e.g.
Sheet 1:
A B
Date Demand
13/7/21 5
13/7/21 4
13/7/21 2
15/7/21 6
15/7/21 3
16/7/21 2
16/7/21 4
So I'm trying to get a summary as follows:
Sheet 2:
A B
13/7/21 11
14/7/21 0
15/7/21 9
16/7/21 6
17/7/21 0
I've tried =SUMPRODUCT(--('Sheet 1'!$A$2:$A$240='Sheet 2'!A2),'Sheet 1'!$B$1:$B$240)
I'm not wanting to do a pivot table, as the pivot table does not give me the zero values for dates where there is no data (unless there is a way to show this in a pivot)
You can use SUMIFS() like
=SUMIFS(Sheet1!B:B,Sheet1!A:A,A1)
You can also use SUMPRODUCT() in this way.
=SUMPRODUCT((Sheet1!$B$2:$B$8)*(Sheet1!$A$2:$A$8=A1))
Put together quickly to start you off:
Edit to give text version of the solution to the OP's problem:
=SUMIFS(B6:B12,A6:A12,"="&G12)
Then you can do between by setting lower and upper criteria in the sumifs().
I need a count of how many date items fall within Data 1 & Data 2
ie:
x-1 will have a count of 2
x-2 will have a count of 1
-x-3 will have a count of 2
-y-1 will have a count of 2
What would be the best way to go abouts when approaching this?
Data 1
Data 2
Date
x
1
Date 1
x
1
Date 1
x
1
Date 2
x
2
Date 3
x
2
Date 3
y
1
Date 1
y
1
Date 1
I see only one way to interpret with the available information:
To count the number of times Date_to_test falls within Date_1 and Date_2 (screenshot below, sheet here), you could use either the sum or something like a countifs (with interim calc):
sum approach
=SUM(1*($C$2:$C$11<=$B$2:$B$11)*($A$2:$A$11<=$C$2:$C$11))
countifs + interim calc
helper
=1*(C2<=B2)*(A2<=C2)
(additional column, drag down)
countifs
=COUNTIFS($D$2:$D$11,1)
Screenshot
Alternative
as for the 'sum' approach, sumproduct variants (e.g. =SUMPRODUCT(1*($C$2:$C$11<=$B$2:$B$11),1*($B$2:$B$11>=$A$2:$A$11))) are calculation/memory intensive
despite the countifs + helper approach containing more 'visible' data - these values need only be calculated once, the countifs can then be determined independently (assuming no updates to the helper column) - thus making it more memory/calculation efficient depending upon your calculation mode, screen-updating preferences
Caveat
if, by some misfortune re: interpreting your question, you are referring to some other means of establishing whether "date items fall within Data 1 & Data 2", then without knowing what this is, there very low likelihood of being able to guess this correctly
I am having trouble determining the correct way to calculate a final rank order for four categories. Each of the four metrics make up a higher group. A Top 10 of each category is applied to the respective product to risk analysis.
CURRENT LOGIC - Assignment of 25% max per category.
Columns - Y4
Parts
0.25
25
=IF(L9=1,$Y$4,IF(L9=2,$Y$4*0.9, IF(L9=3,$Y$4*0.8, IF(L9=4,$Y$4*0.7, IF(L9=5,$Y$4*0.6, IF(L9=6,$Y$4*0.5, IF(L9=7,$Y$4*0.4, IF(L9=8,$Y$4*0.3, IF(L9=9,$Y$4*0.2, IF(L9=10,$Y$4*0.1,0))))))))))
DESIRED...
I would like to use a statement to determine three criteria in order to apply a score (1=100, 2=90, 3=80, etc..).
SUM the rank positions of each of the four categories-apply product rank ascending (not including NULL since it's not in the Top 10)
IF a product is identified in more than one metric-apply a significant contribution weight of (*.75),
IF a product has the number 1 rank in any of the four metrics-apply a score of (100).
Data - UPDATED EXAMPLE
(Product) Parts Labor Overhead External Final Score
"XYZ" 3 1 7 7 100
"ABC" NULL 6 NULL 2 100
"LMN" 4 NULL NULL NULL 70
This is way beyond my capability. ANY assistance is appreciated greatly!!!
Jim
I figured this is a good start and I can alter the weight as needed to reflect the reality of the situation.
=AVERAGE(G28:I28)+SUM(G28:I28)*0.25
However, I couldn't figure out how to put a cap on the score of no more than 100 points.
I am still unclear of what exactly you are attempting and if this will work, but how about this simple matrix using an array formula and some conditional formatting.
Array Formula in F2 (make sure to press Ctrl+Shift+Enter when exiting formula edit mode)
=MIN(100,SUM(IF(B2:E2<>"NULL",CHOOSE(B2:E2,100,90,80,70,60,50,40,30,20,10))))
Conditional Formatting defined as shown below.
Red = 100 value where it comes from a 1
Yellow = 100 value where it comes from more than 1 factor, but without a 1.
I'd like to accomplish the following task. There are three columns of data. Column A represents price, where the sum needs to be kept under $100,000. Column B represents a value. Column C represents a name tied to columns A & B.
Out of >100 rows of data, I need to find the highest 8 values in column B while keeping the sum of the prices in column A under $100,000. And then return the 8 names from column C.
Can this be accomplished?
EDIT:
I attempted the Solver solution w/ no luck. 200 rows looks to be the max w/ Solver, and that is what I'm using now. Here are the steps I've taken:
Create a column called rank RANK(B2,$B$2:$B$200) (used column D -- what is the purpose of this?)
Create a column called flag just put in zeroes (used column E)
Create 3 total cells total_price (=SUM(A2:A200)), total_value (=SUM(B2:B200)) and total_flag (=(E2:E200))
Use solver to minimize total_value (shouldn't this be maximize??)
Add constraints -Total_price<=100000 -Total_flag=8 -Flag cells are binary
Using Simplex LP, it simply changes the flags for the first 8 values. However, the total price for the first 8 values is >$100,000 ($140k). I've tried changing some options in the Solver Parameters as well as using different solving methods to no avail. I'd like to post an image of the parameter settings, but don't have enough "reputation".
EDIT #2:
The first 5 rows looks like this, price goes down to ~$6k at the bottom of the table.
Price Value Name Rank Flag
$22,538 42.81905675 Blow, Joe 1 0
$22,427 37.36240932 Doe, Jane 2 0
$17,158 34.12127693 Hall, Cliff 3 0
$16,625 33.97654031 Povich, John 4 0
$15,631 33.58212402 Cow, Holy 5 0
I'll give you the solver solution as a starting point. It involves the creation of some extra columns and total cells. Note solver is limited in the amount of cells it can handle but will work with 100 anyway.
Create a column called rank RANK(B2,$B$2:$B$100)
Create a column called flag just put in zeroes
Create 3 total cells total_price, total_value and total_flag
Use solver to minimize total_value
Add constraints
-Total_price<=100000
-Total_flag=8
-Flag cells are binary
This will flag the rows you want and you can grab the names however you want.