I have a historical data set for commodity pricing. Throughout the data set, the data starts inputting prices on specific days, rather than the average of the entire month. In order to keep the flow of having only the average pricing for the months.
In the best case scenario, I would use an Averageif function, however, the data for each month doesn't display a consistent amount of days.
How can I automate this the process: If the month is the same as the previous row and different than the next row, calculate the average of the ^ rows until you hit the next month.
Here's a simple display of what I mean:
]1
You can use a pivot table to get the output you want. It will also be neatly organized instead of having your averages mixed in with a mostly blank column. Photo below shows the set-up/output of a pivot table generated with random data.
For a solution without pivot tables, you can use the following formula :
=AVERAGEIFS($B$1:$B$30;$A$1:$A$30;">="&(A1-DAY(A1)+1);$A$1:$A$30;"<="&EOMONTH(A1;0))
The above example is from cell C1, and can be copied down the entire list. The dates are in $A$1:$A$30 and the values in $B$1:$B$30. The first conditions test on the first day of the month (calculated as A1-DAY(A1)+1),and the second condition as last day of the month (calculated as EOMONTH(A1;0)
This will obviously put the average value of the month on each row, but will also work if your data is not sorted on date. If this is the case, and you only want to display one number per month in the column (as in your own example), you can add an additional IF statement wrapped around the formula:
=IF(EOMONTH(A2;0)=EOMONTH(A1;0);"";AVERAGEIFS($B$1:$B$30;$A$1:$A$30;">="&(A1-DAY(A1)+1);$A$1:$A$30;"<="&EOMONTH(A1;0)))
So it will display empty in all cells, except where the month changes.
Related
I`m trying to work out a formula, on how to get the MAX amount, for any 30 day consumption period, for a certain item, when all the criteria are in one data table. See picture below. Date is in column A.
I have table with a formula where I copy and paste data manually
=SUM(IF([Date]>[#Date]-30,IF([Date]<=[#Date],[Amount])))
At the end- I would like to have the list of all the item numbers in one column and the one next to it should have - max amount used in any 30 day period.
In my Master file I have around 1300 Item numbers, which is time-consuming to get the MAX data on-by-one.
Can anyone help?
Instead of copy and paste, you can do a pivot table on the data in the first screenshot. Use the dates in rows, use the Amount in values. If you want to do this for item numbers, use them in rows before the date.
You should then have a nice table with dates and amounts per date, no duplicate dates.
If you don't want to use pivot tables, create the date column manually, without duplicates, and use a Sumifs formula to sum the data from the original sheet. Enter the start date, then use the fill handle and drag down. That will automatically increment the date. Let's say the dates are in column A, first row has labels, then use in B2 and copy down:
=sumifs('the other sheet'!H:H,'the other sheet'!A:A,A2)
Next, in C2 you can use a MAXIFS function along the lines of
=MAXIFS(B:B,A:A,"<="&A2-30)
Good Morning,
New user here; need assistance please. My data is structured with days across a spreadsheet. t1 = 9/30/2016, u1 = 10/1/2016, v1 = 10/2/2016 etc...
The right side of the sheet s1:s711 has structured data which are the specific employee numbers i.e. 5672291. These are unique identifiers and do not repeat.
The data contained between t2:bsa711 represents the amount of sales on a given day for the employee.
I have tried several sumifs and sumproduct functions to capture the amount of sales for each employee by month. This did not work due to the multiple criteria (employees name and <= EOMONTH => EOMONTH criteria to sum the sales within the month)
My last attempt has been to pivot the data and group by month, but I am unable to produce the desired result because I can only get column names (the days) in the pivot list (1000+ due to the T-BSA range of columns/days).
My overall goal is to know the total per month I am not averse to using pivot or some type of array sumifs. Sorry that I do not have much to add to show research. I have been looking.
Thank you in advance.
Make sure the dates are formatted as dates.
Click on analyze -> insert timeline-> select column for dates.
You might want to experience with slicer and pick the days you want which is even more specific.
I am extracting data from an account statement which you can see simplified in the image in the columns A:B in red:
On A the date (in order ascending but not necessarily incremental by one) and often duplicated due to multiple account entries) and on B the fund value.
If there are days missing, the fund value is the one of the last displayed day
=> I need to for each row on C, the average of fund since the first entry of the series (January 1st).
I can do it easily if I bring to a sequential order the fund values as I did in columns G:H but I would like to avoid this method and find a formula that placed in columnC gives me the average value. Possibly no VBA
Thanks
----ADDED---
the result I would like to see and the file example
http://www.filedropper.com/example_29
How about the following formula:
=(IF(DAY(A3)-DAY(A2)>=1,(C2*DAY(A2)+B3+((DAY(A3)-DAY(A2)-1)*B2))/DAY(A3),C2))
Note that the dates need to be in subsequent order and field C2 needs to be hard-coded for my solution to work.
Good afternoon! I'm trying to get a Countifs or Index Match statement to count the number of times a value occurs in another table. The example:
On my report sheet, Column A contains 10 different statuses, such as Green, Yellow, Red etc.; Row 1 contains six dates, such as 1/31/2015, 2/28/2015, etc. These dates are calculations. The last date references my date worksheet and the five other use EOMONTH to get the month end for the five prior months.
On my data table, I have 7 descriptive columns (such as Type, Make, Model, etc) and then we begin date columns: 1/31/2010 all the way to 7/31/2015. I add a new column each month (I know, I don't like it either, but unfortunately we don't have a time series database).
What I need to do is have a Countifs or Index Match that pulls the date from my report tab, goes and finds it in the header row of my tblTrends, and then counts all those statuses that are Green, and if it's a SUV (for example).
Thoughts?
Thx!!
G
At it's most basic, you'd want something akin to:
=COUNTIFS(TypeRange,"SUV",FirstMonth,Status)
So let's say your data table starts in column L, and the first date column is O:
=COUNTIFS($L$1:$L$100,"SUV",O$1:O$100,A$2)
As you drag this formula across the different dates, it will move the date reference over one to the next month.
If you need it to dynamically determine the date column, I'd recommend OFFSET, which dynamically select a range. However, note that OFFSET is a "volatile" formula, which means it re-calculates anytime a change is made anywhere in the file, which can lead to pretty slow load times if not used sparingly.
=COUNTIFS($L$2:$L$100,"SUV",OFFSET($N$2:$N$100,,MATCH(B$1,$O$1:$Z$1,0)),$A2)
The OFFSET starts on column N, because that's the first column before the columns we want (the date columns). The MATCH tells it how many columns to OFFSET from here.
If you're going to use this over a large amount of data, then you could avoid using the OFFSET formula by creating a dynamic table. This table would only contain data for the six months you're interested in, by utilizing INDEX/MATCH, and you could run your COUNTIFS off this table, instead, using the original, basic method I first described. I can go into detail if you're unsure what I mean.
I am weeks into making my first ever pivot tables, cant believe the power of them but have hit a snag I cannot overcome.
I have a worksheet which has a column with raw data (manually imputed)
Then I have another 2 columns that calculate the difference from the previous month and the % difference. This works fine.
As you can see January 2015 is blank as the difference field is looking for the previous month and January is the first month.
how can I get it to understand to look at December 2014
When there are two different levels of grouping, i.e. Year and Month, it is not possible to get Excel to compare the last item of one group with the first item of the previous group.
Excel treats the additional level of grouping as a different field, which is visible when looking at the PivotTable fields. The Years of the Date show as a separate field:
When choosing to calculate the difference, Excel can only compare to values within the same field. Note that you can compare to a specific month value, but not a specific month of a specific year:
Similarly, Excel can't compare to values from the previous grouping, even though human-logic knows it's the previous value in the overall sequence.
To see the difference between each month across years, it's necessary to have all Year-Months in a single field. This isn't possible using PivotTable grouping on normal dates.
The workaround requires a new field to be added to the data which contains a single value per Year-Month. The PivotTable will then naturally group the data by these Year-Month values.
There are two ways this can be achieved:
Calculate the first day of each Year-Month
Insert another column with this formula (referring to a date in the A2 cell):
=Date(Year(A2),Month(A2),1)
This performs the grouping before the data goes into the PivotTable by treating every date as the first of the month. In the PivotTable, the full date will appear by default. You can apply Custom Number Formatting to the field to display only the Month and Year, for example: "mmm yyyy"
This is a better solution when grouping by months as it allows more formatting options.
Calculate a text value for each Year-Month
Insert a column with this formula:
=TEXT(A2,"yyyy mm")
For example, the following data:
Can generate this PivotTable (with sums and then differences):
The text solution has the drawback that you must specify the Year and then Month numerically (and padded to 4 and 2 digits respectively) if you want the PivotTable to automatically order the values in chronological order.
The benefit of the text solution is greater flexibility. For example, you could group bi-monthly with more advanced formulas or group two fields of actual data together by concatenation.
Have you tried combining the month and year in one cell? So on the source data, in the month column have:
Aug-14
Sep-14
Oct-14
Nov-14
Dec-14
Jan-15
Instead of having one column for month name and one for year.
Make sure that once you input the months in your raw data tab, they go to the right side of the cell meaning that Excel sees them as dates not text.