I am trying to make a box shown below, all white boxes are for users to enter data, e.g. a start and end date then a tray end type, these will then return how much of that tray end has been used in the set dates in the cell H25.
This will then need to look at another table called product to find every time the selected tray end type appears, from this i should be able to find all products that use it. A sample of this table is shown below.
Then after this it would need to find all of those products in another table called Waste within the set dates (Date Packed column) and add up the Printed Amount column.
I already have a similar formula:
=SUMIFS(Waste[Cost],Waste[Date Packed],">=" & G12,Waste[Date Packed],"<=" & H12, Waste[Product], "=" &H13)
This one is used to add up the cost column for a set date range / product name. So I would guess it would be similar to this but just with an extra Vlookup in as it is needing to search from 2 tables where as the previous formula only uses one.
Thank You in advance for any help / support.
- Tom
Edit:
https://www.dropbox.com/s/b6xgbk2zuklg5bp/Tray%20End%20Recording.xlsx?dl=0
I have attached a sample, essentially with the attached, you could insert the date 26/10/18 into the start and end date boxes, then insert Tesco into the tray end type box which would add the printed amount column for all products that use Tesco labels, in this case this should work out as 2,250.
If you cannot use power pivot, I would suggest adding a new column to your 'Waste' table, to look up the Label Type from 'Products'. If you cannot or do not want to update the 'Waste' table, then you could potentially create a copy, say 'Waste2' on a separate (hidden?) tab, by a direct reference to the Waste table and add a column there. Then you can do the 'sumif' using the new column.
Related
I run a customer service department (I'm new to this so need to learn quickly) and I'm trying to get some analytics on our customer service requests. I have a table in excel documenting every individual service request and I would like a graph showing the total number of requests per customer.
I could write this manually (see below) but I would like it to automatically update as more service requests are entered.
I have tried looking for answers to this but can't find any that update automatically or that don't require a table elsewhere to be manually updated with each new customer. We often get new customers and I dont want to have to go back to this every time to update a reference table or customer list.
Surely there must be a way in excel to "Count all entries of each occurrence of a name in a column" in some kind of smart way?
I would really appreciate help with this!
Thanks in advance!
If you have 365 you could take advantage of spilled ranges.
On your second image put =UNIQUE(Table1[Customer]) in cell B3.
Put =COUNTIF(Table1[Customer],B3#) in cell C3 - this formula will
spill to all your unique customers.
Create two names ranges:
One called XAxis which references =Sheet1!$B$3#
One called ChartValues which references =Sheet1!$C$3#
Create your chart:
Set series value to =Sheet1!ChartValues
Set axis to =Sheet1!XAxis
Change Sheet1 to whatever your sheet is called remembering to wrap with ' if it has a space in the name.
Better to use pivot tables.
If below is your data,
Go to Insert > PivotTable
A popup will show like below
Specify the Table/Range
Specify also the Location (anywhere in the Existing Worksheet)
The view below will be displayed
Click the Customer checkbox and also drag the Customer field to fill the VALUES box as shown in the image below
You desired table will be displayed as below
Please vote up if okay.
Thank you everyone for your suggestions. I found a solution from multiple answers and comments.
I ended up going to my original table that I am using to create new service records. I added a column called "1" and just entered the number 1 in that column, for every row. I then "Hid" this column in the usual fashion.
I then created a pivot table from this table and selected to display columns "Customer" and "1" and used these columns to produce a bar graph. Here is the result (With the column "1" unhidden):
tl;dr:
Excel is unable to do this in any smart way, create a column in the original table contianing the number 1 so when a pivot table is made, it will auto sum the 1's for entries from the same customer. Create a plot from this.
It disgusts me . . . but it works.
I have created a table for the price of the different option combinations but want to show the total cost on a simple input table.
So I want to select from 3 different option groups in separate columns (venue, time period & support). I have drop down lists for each of choices within these options and the prices associated with each. I want to show the cost if I choose venue option 1 in column C, time period option 2 in Column D and support Option 3 in Column E. I have tried the formula =if(and(C3=I2,D3=K1,E3=J3),K3) which works to give me one cost with one range of selections but how do I add more selections to the Formula. (I moved the 'look up' table onto the same tab so it was easier to read which is why the formula is showing the sheet ref.)
I would look at using index & match with two data validation lists like this:
Here is the formula used in cell F8 so you can copy it:
=INDEX($L$2:$M$4,MATCH(F2,$K$2:$K$4,0),MATCH(G2,$L$1:$M$1,0))
I would consider re-jigging the data so that a third data validation controls which data set is relevant. The choose function can work for that as well.
F2 and G2 are data validation selecting service level and time.
Edit: Version with choose to select data:
Added a vlookup to give an indexing number for the choose function and the choose to get the data from the list based on which is selected.
I want to create a gantt chart summary that shows a person´s whole "busy" and "free" schedule by day and in a single row, from a detailed gantt chart with a list of activities of different people in multiple rows.
Basically go from this:
To this: (which I created Manually)
To be able to give a summary of people´s shifts free time between activities.
Right now I´m just using this formula to compare the start and end date in each row and produce a "1" if the condition is True, then I just condition formatted the whole Gantt cells.
=IF(AND(Q$8>=$N12,DAY($K12)<>DAY($J12)),1,IF(AND(Q$8>=$N12-0.00001,Q$8<$O12-0.00001),1,""))
I have no idea how to start. I was thinking of doing the nest things:
Create a table of the names of all the possible people to be added in the gantt chart.
Program the macro to create a new sheet with the same template.
Program a loop which starts iterating with each person´s name:
For each person´s name which exists in the gantt chart to be summarized, start creating new rows per each day they have activities scheduled (I can´t figure out yet how I´d iterate through this).
Within the each person´s loop, start iterating each row on the original sheet, evaluating each start and end date´s and pasting on the new sheet´s current person´s current day row a "1" if the condition was true in the corresponding hours.
Loop until all individual activities of each person are finished.
Continue with next person.
I´d like to know if this is the logical way to go and if you have any pointers or similar code to recycle, I am not proficient in VBA and Excel macros.
Not sure if I understand properly, but it looks like you got a set of multiple records where you store the times In and Out of each worker, several rows for each worker.
And based on that, you would like to resume data, one row per worker, highlighting start and end time of each worker, but all in a single row.
I made a fake dataset like this:
I added 2 extra columns (you can even hide them if you don't want to see them)
Field START TIME got this formula:=B2-INT(B2)
Field END TIME got this formula: =C2-INT(C2)
In Excel, Dates are integers values and times are decimal values. I used both formulas to get only the decimal part of each start and end.
All this data is a table object named T_WORKERTIMES. I made a table object so if you add new records, the Gant Chart will autoupdate.
Then I made a simple (kind of horrible) Gant Chart:
The formula I've used in H2 and drag is:
=COUNTIFS(T_WORKERTIMES[Worker];$G2;T_WORKERTIMES[start time];"<="&H$1;T_WORKERTIMES[end time];">="&H$1)
Actually, all my data is in same sheet:
I added 2 Conditional Formating Rules to highlight cells in green/white if the result of the formula is 1/0.
Also, working with times sometimes can be hard, because decimals. 0,677083333335759 means 16:15. But 0,6770833333333333 too, so in Gant Chart I rounded up headers to 6 decimals.
My formula in H1 is =ROUND(7/24;6)
My formula in J1 and drag to right is =ROUND(H1+1/24/4;6)
So now everything works fine. Please, notice in worker 1, there is no activites from 07:00 to 08:00. So I add a new row with that data and everything updates:
I've uploaded a sample yo Google Drive you can see the formulas and hope you can adapt this to your needs.
https://drive.google.com/file/d/1KOuCAYsmlY9gfNUCUhIrihXu-tJz-K7t/view?usp=sharing
Biggest issue here is the decimal part of times, to make sure they fit the Gant Chart. An easy solution would be substracting just 1 minute to start time column (calculated, you can hide it) and sum 1 minute to end time column (calculated, you can hide it).
Hope this can guide you in your project.
It looks like you are trying to extract unique records per person and day to get a person/day summary of time availability but also want it to be automated as you add more people and days.
I was able to do this with a combination of powerquery and a pivot table. When new persons/dates are added or changed the report will update but you will need to refresh using CTRL+ALT+F5
you want to highlight your entire report or an area as big as you think it will get. While highlighted you will then utilize named range feature under FORMULAS tab -> DEFINED NAMES ribbon -> DEFINED NAME dropdown. We could name it REPORTAREA or something like that.
Make sure you change the conditional format formula in report to show 0 instead of "" so this can work properly
2 go to DATA tab -> GET AND TRANSFORM ribbon -> From other sources -> Blank Query.
This will open the power query editor as a blank query
3 In the formula bar type =Excel.CurrentWorkbook() case sensitive is important
4 From there you will see CONTENT and NAME column.
In the NAME Column select the drop down and go to TEXT FILTERS -> Equals... Type in the name of your named range so the query does not pick up anything else on accident.
5 Remove the NAME column by right click selecting it and then remove.
6 you will notice the CONTENT column has two curved arrows pointing left and right instead of straight down like you are used to in excel. Click these arrows and make sure you uncheck the "use original column name as prefix" option box and ensure that the EXPAND option is selected. Then click okay.
7 At this point it looks alot like your report. Go to the HOME tab -> TRANSFORM ribbon -> Use first row as headers.
8.Select only the columns that are NOT THE 24 hr STYLE TIME LABELS of your report and then right click -> Unpivot other columns
9 At this point you can start removing some of the columns you dont want by right click and remove. Also double click and rename the columns as you wish. You can right click the top of the column and change types to what you want.
Dont worry about the 24HR style time zones not looking correct as this will be fixed later, this column should be changed to decimal type and not time zone type.
select a column that has the date information you need and right click -> Duplicate column -> change type to date.
11.At the top left part of the screen there is a CLOSE AND LOAD drop down where you will load to a new worksheet.
That will produce a green table. Select the table and press ALT+D+P to produce a pivot table linked to the green table you produced from the query.
You may need to close the Queries and Connections box that opened in order to see the pivot table options that will appear on you right.
Drag the 24hr style column to the columns area.
Drag the People to the Rows area and after Drag the Column you made in step 10 to the Rows area.
Drag the conditional format column to the Values area.
Your pivot table wont look exactly like what you want. while pivot table is selected go to DESIGN tab -> REPORT LAYOUT -> Tabular and also SUBTOTALS -> DO NOT SHOW SUBTOTALS while in the same tab.
13 Highlight all of the 24hr style time labels and format them and after highlight the inside of the pivot table where all the 1 and 0 will be and apply the conditional formatting you applied previously. Dont forget you changed the formula originally so your if statement does not end with "" but instead with 0.
If you would like i think it is easier to switch around the ROWS and COLUMNS area of the pivot table fields so that the report is easier to read. I have chosen to do so in the pictures. If you want to keep the report the way you are used to you can follow previous instructions.
I put the above comment down here as a complete answer.
I call those cells after "Finish date" column as "Chart cells". To extract a unique list of names, please refers to: here
If each name, you can use the followings formula and format for cells value >0 to show the bars.
=SUMIF([name range], "[each name]", [for each column of the chart cells])
If you further needs to filter by dates, you need to use sumifs() instead:
=SUMIFS([each column of chart cells], [name range], [unique name obtained from above], [Finish date range],"<=" & DATEVALUE("[target date]")+1,[start date range],"<=" & DATEVALUE("[target date]"))
This is the Excel formula solution, which is good if your table is not huge.
How can we count the occurrence of each set of data? For eg I want to check how many time the customer country in column A comes alongside country in column B ie (How many times Australia-Australia occurs in column A and column B?). The result for unique occurrences are place in right hand side of the sheet. I have found out unique occurrences of the sets and want to count how many times each occur.
You asked for a formula, but a pivot table can do the same thing faster; and without requiring you to create the table for unique countries (option found under insert, usually the first button in the ribbon):
This is how it looks like after pulling the fields in the right 'boxes', the 'Tabular' report layout is selected and the subtotals turned off.
You can make 'Australia' repeat itself too under report layout if so you wish.
Again, SUMPRODUCT is your friend:
=SUMPRODUCT(--(($A$2:$A$11&$B$2:$B$11)=(D2&E2)))
You can use COUNTIFS function as below.
=COUNTIFS(A:A,D2,B:B,E2)
Adjust the ranges to suit your data and copy down.
I am trying to condense data in a specific way. I want any occurrences of the number 1 in each column to show up as 1 (regardless of how many times it occurs) with the corresponding site, in the corresponding column. Some sites occur multiple times in the original data, and I want to make it so that only one of each unique site shows up in the resulting data table with a 1 for the corresponding column if there any 1's in the column from the original data.
I would think it would be a vlookup function, but I have tried many different things and I am really stuck on this.
Image of original data and what I am trying to do:
Thank you
This assumes that your data set only contains 1 or blank and this approach uses a Pivot Table with MAX function. Below are details in case anyone doesn't know Pivot Tables.
Select a cell in your data and insert Pivot Table. Note, I added a title for column A, as you need that in the Pivot Table.
Click in the created Pivot Table and the PivotTable Fields dialog should pop up. If not, right click in Pivot Table and select Show Field List.
Drag the Field names (Code, a, b,& c) down to the appropriate blocks below. (Values under Columns will be created for you.)
Click on the drop down arrow next to each field name and select Max. That will rename it to "Max of ...". If that bothers you, then you can type the name you want into the Custom Name field. Note, it will not let you type the same name as the field name, eg a, but it will work if you put a space in front of it.
Given that the Pivot Table would be a lot of work for a large number of columns, here is a formula based approach. Put this formula in cell G2, then drag it down and across to fill your new table.
Note, you will have to populate all codes that you have in column F. And if any new codes are added later you will have to keep this updated. One of the advantages of a Pivot Table is that it will do this for you.
I know that you won't be putting this in these cells, so adjust accordingly. In fact, I would recommend this be in another sheet.
=IF(COUNTIFS($A:$A,$F2,B:B,1)>0,1,0)
COUNTIFS($A:$A,$F2,B:B,1)
This will count each occurrence when the value in column A matches your code $F2 AND the value in column B equals 1.
If that count is >0, then you know that at least one match was found and the IF will return 1, otherwise 0.