Excel - SUMIFS - dynamic sum range for table - excel

In my source data I've got a columns with data for every month and for few years.
In my working spreadsheet I want to sum the source data with 4 criteria. 3 of them are constant and one is dynamic (Month&Year). Depends on the chosen month and year I want to sum correct column in source data.
I've found a similar topic - link below:
SUMIF dynamically change summing column
However, I am getting #Values error if I input a formula. I've check that all data is text and compare with Exact function as well.
Below is my formula:
=SUMIFS(INDEX(IBRACT[#All];0;MATCH(Sheet3!G$1;IBRACT[#Headers];0));IBRACT[Entity];$A$1;IBRACT[SKU];$D14)
IBRACT is the name of table.
Below is the link to screen of evaluation (in this example I wanted to sum 6th column which in the spreadsheet is column "F"). Next step of evaluation shows #Value.
https://imgur.com/JHq80BM
Have anybody any idea how to solve this problem?
Best,
Wiktor

IBRACT[#All] includes the header row which is one row more than the two criteria ranges, hence the #VALUE! error. Just change the sum range to only include the data body range.
=SUMIFS(INDEX(IBRACT; 0; MATCH(Sheet3!G$1; IBRACT[#Headers]; 0)); IBRACT[Entity]; $A$1; IBRACT[SKU]; $D14)

Related

SumIF Using Table/Named Range Instead of Single Cell Criteria

I have 2 sheets in a workbook (Sheet1, Sheet2).
Sheet 2 contains a table (Named Table1) with 5 columns:
Takeaways
Household
Clothing
Fuel
Groceries
On sheet one, I have 2 columns:
Expense Name
Expense Total
Now, what I am trying to do is:
Set the range for the Expense Name (Range 1)
Set the range for the Expense Total (Range 2)
Compare Range 1 with the respective column in the table and only add up the values for matches
For example, in Range 1 (B6:B16):
BP
Caltex
McDonalds
KFC
In Range 2 (C6:C16):
300
400
200
150
Now, all I want to do is add up the values for the Takeaways (McDonalds, KFC) and exclude anything that DOES NOT match the criteria.
So my sum total will be all occurrences of Takeaways - provided they are listed in my table - 350 in this case.
But I cannot seem to get the formula to work.
I used these sources:
https://exceljet.net/excel-functions/excel-sumifs-function
Selecting a Specific Column of a Named Range for the SUMIF Function
and ended up with this formula:
=SUMIF($B$6:$B$16;Table1[Takeaways];C6:C16)
This source:
https://excelchamps.com/blog/sumif-sumifs-or-logic/
and ended up with this formula:
=SUM(SUMIFS(C6:C16;B6:B16;Table1[Takeaways]))
Both formulae return 0.
BUT, with BOTH of them, if I change Table1[Takeaways] to "McDonalds", then it correctly identifies every occurrence of the word "McDonalds" in Range 1.
EDIT:
I have updated the formulae above to match the images below.
This is the table that contains the references:
This table contains the data:
Formula:
Cell C4 (Next to Takeaways): =SUMIF($B$6:B$16;Table1[Takeaways];C6:C16)
Cell C5 (Next to Fuel): =SUM(SUMIFS(C6:C16;B6:B16;Table1[Fuel]))
It appears that ONLY BP is being detected in the formula.
This is a an output table when I use the formulae with a single cell reference and not a table or used range:
Formula:
Cell F4 (Next to BP): =SUMIF($B$6:B$16;"BP";C6:C16)
Cell F5 (Next to Caltex): =SUM(SUMIFS(C6:C16;B6:B16;"Caltex"))
Cell F6 (Next to McDonalds): =SUMIF($B$6:B$16;"McDonalds";C6:C16)
Cell F7 (Next to KFC): =SUM(SUMIFS(C6:C16;B6:B16;"KFC"))
If I understand correctly what you're trying to achieve, I think your setup is not right conceptually.
It looks like you're trying to track expenses, and each expense (or payee) is allocated to a category ("Takeaways", "Household" etc.). From a relational-model point of view, your second table (which defines the category for each expense/payee) should only have two columns (or variables): Expense Name and Expense Category.
The table you set up ('Sheet 2') uses the categories (i.e., possible values) as different columns (i.e., variables). But there's only variable, namely the "Expense Category", and the categories themselves are the possible values.
If you set it up like that, the problem changes: you can add a dependent column to your first table that shows the category for each payee (or "Expense Name"), using a VLOOKUP() from the second table.
You can then sum the expenses for all payees matching that category.
Note: I've created the illustration using LibreOffice Calc, so there might be some small differences, but the logic is the same.
Without seeing the data in L and K I can't give you a full answer - but likely it's to do with the way you're pulling your Array
Try something similar to this
=SUMPRODUCT(SUMIFS($L$11:$L$43,$K$11:$K$43,CHOOSE({1,2},Takeaways,"anything else you wanted to sum")))
Remember SUMIFS is for multiple criteria, so if you're only calculating one, you'll need =SUMPRODUCT(SUMIF(
The way the above works is with vertical vectors only, but changing your named ranges so the table of 2 columns is 2 named ranges instead should be okay - unless it's part of your requirements
Table 2 would become expense_Name and expense_Total etc
I was about to close this as a duplicate of my own question here but there is a bit of a difference in using a named range I think. However the logic behind this follows more or less the same approach.
Working further on my partial solution below I derived the following formula:
=SUMPRODUCT(COUNTIF(Table1[Takeaways];Range1)*Range2)
The COUNTIF() part counts the number of occurrences of the cell value in your table. Therefore make sure there are no duplicates in your table. If the value is present in the table the result of COUNTIF() will be 0. This way we create a matrix of 1's and 0's. By multiplying and the use of SUMPRODUCT() we force excel to perform matrix calculations and return the correct result.
Partial solution
I used the following formula:
=SUMPRODUCT(ISNUMBER(MATCH(Range1;Table1[Takeaways]))*Range2)
The formula does the following:
The MATCH()checks if the value in Range1 is present in your table and returns the position of the matching value in your table.
The ISNUMBER() checks if a match is found by checking if the MATCH() fucntion returned a number
Multiplying this with Range2 forces matrix calculation, using the SUMPRODUCT() function
EDIT:
This worked for a really limited sample. As soon as I added the fourth row to my data the formula stopped working as intended. See screenshot:
It took the first two values into the sum correctly, the fourth is not taken into account.

Excel Array Formula, Multiple criteria

I have a table in which multiple weeks of data is stored and I'm trying to return a value based on 2 criteria.
Column A of the data sheet contains the date the report was ran (Always on the same day of the week - 24/05/17, 31/05/17 etc)
I've managed to return the value of column H by using an array formula, based on a cell value (Date) in ''Issues Data Quality Overview'!$B$4' using the following formula:
{=IFERROR(INDEX('Issues Log'!$H$1:$H$20000,SMALL(IF('Issues Data Quality Overview'!$B$4='Issues Log'!$A$1:$A$20000,ROW('Issues Log'!$A$1:$A$20000)-MIN(ROW('Issues Log'!$A$1:$A$20000))+1,""), ROW(A2))),"")}
That returns a value such as "IID-10225-22".
Problem:
Now I need to look up that value in the same table, based on a date in another cell, and return column X. (essentially adding the returned value as a criteria).
In all honesty I'm lost as to how I'd do this.
#Matthew. I understand your formula gives the list of values in column H with column A values matching 'Issues Data Quality Overview'!$B$4 in an ordered list.
Does your Issues Log, column H have multiple occurrence of the same value? (example: IID-10255-22 can have a value in Issues Log, column A that is not the same value as 'Issues Data Quality Overview'!$B$4).
If not, it doesn't make sense to use the result as a lookup value to get column X, you can simply change the code to:
{=IFERROR(INDEX('Issues Log'!$X$1:$X$20000,...}
If it does have multiple occurrences and you want to get the first occurrence of the result in column H and get the value in column X, best to add a formula right next to your array formula and do a VLOOKUP.
I've scrapped the array formula, as it really slowed down the processing speed. Instead I've created a Unique ID (=IssueID&Date) and VLookup'd that.

How to count multiple text in multiple columns

I am Working off a large table in Excel and I want to sort the data into categories. What I’m trying to do is get Excel to count how many times a criteria in column C, D, & E occurs and returns the value. So look through C:C pick “Company”, then look through D:D for “Full Time – Temp” and then E:E for a location such as “Factory”. See link to sample table below.
Example:
G4 =COUNTIFS($C:$C,"company",$D:$D,"full time - temp",$E:$E,"home") and it returns 0
I4 =COUNTIFS($C:$C,"company bilingual",$D:$D,"bilingual - FT - perm") and it will return 3
My problem is column E
If I wanted to return in cell J4 how many “Company Bilingual” are “Bilingual - FT – Perm” and located in “Factory” I get 0.
I’ve tried using
J4 =COUNTIFS($C:$C,"company bilingual",$D:$D,"bilingual - FT – perm",$E:$E,"Factory") but it returns 0 and what I want it to return is 2, which I understand it is saying there is no Factory cell on its own, all the cells that have Factory have 3 items in them e.g Factory - Dallas. So I want to count all the factories in column E but not where the factory is actually located.
In summary what I want to do is find a function or array that will count one unique occurrence in column C, D, and E. If a cell in a column has more than one word I would like to be able to pick one word and ultimately still count all occurrences in the other columns and return a value.
In my research I have come across different suggestions but none that helps my problem.
I hope I've explained my problem, any assistance is greatly appreciated.
Screenshot of table
I suggest you make the criteria table and mention your criteria there as shown by me in the snapshot.Giving due credit to #Harsha Vardhan, his suggestion is correct approach as given in his comments. I have made a fully working example for clear understanding.
For partial string match I used a concatenated string in I2 ="*"&"Factory"&"*"
Criteria Table is in the Range G1:I4 and Results are in the Range J1:J4
Formula to be entered in J2 to J4 respectively are as per criteria mentioned in the table.
=COUNTIFS($C:$C,$G$2,$D:$D,$H$2,$E:$E,$I$2)
=COUNTIFS($C:$C,$G$3,$D:$D,$H$3)
=COUNTIFS($C:$C,$G$4,$D:$D,$H$4,$E:$E,$I$4)
Results are as per your requirement as shown in the snapshot.
EDIT DATE 23-06-2016
This has reference to OP's comments on 22nd and 23rd June 2016. There is no change in the formulas. It is required that conditions are put correctly in the criteria table. As per new criterion specified by OP, following snapshot shows that correct results are obtained. Further file count multiple text 23062016 has been uploaded for perusal.

Ignoring Hidden Table Rows in Excel Formula

Good Evening.
I am trying to get my formulas to ignore hidden rows in a filtered table. I have attempted some of the tricks shown here, but I haven't been successful.
The CSV I get from BigFix (network management tool) looks something like:
The applications column lists the applications in the same cell. As a result, when I do a count function to identify the issues, I have to use a wildcard (I'm searching for the results in a different tab).
=COUNTIF('Input Data'!C:C,"*"&Results!A2&"*")
I want to be able to filter the table on the first tab, and have the formula results show up accurately on the 2nd tab.
Any ideas?
UPDATE:
I feel more information would help. The reason I want the "results" tab to update automatically is that I plan to build graphs out of the information on that tab. I would love to be able to filter the table in the 'input data' to include only Department A and have the graph autoupdate to Department A's info.
The excel files I'm working with have up to a thousand entries, and I'm trying to get graphs I can copy/paste to put into a presentation as efficiently as possible.
=SUMPRODUCT(SUBTOTAL(3,OFFSET('Input Data'!C:C,ROW('Input Data'!C:C)-MIN(ROW('Input Data'!C:C)),,1))*(ISNUMBER(SEARCH(A2,'Input Data'!C:C))))
In the above formula Restrict the C:C to your actual data range or use a named range to identify the Actual Data Range.
Edit
Above formula should be replaced with 103 instead of 3 as pointed by Jeep
=SUMPRODUCT(SUBTOTAL(103,OFFSET('Input Data'!C:C,ROW('Input Data'!C:C)-MIN(ROW('Input Data'!C:C)),,1))*(ISNUMBER(SEARCH(A2,'Input Data'!C:C))))
In the above formula Restrict the C:C to your actual data range or use a named range to identify the Actual Data Range.
Adding Explanation based on OP's Request.
In the above formula Used Sumproduct() Subtotal() Offset() Min() Row() IsNumber() Search() function combinations for arriving your expected result.
Row() - Will get the Row Number of a given range
Min() - Will get the Minimum Value of a given Numbers
Offset() - Is used to redirect the reference to each cell of a given range.
Subtotal() - Is used to find the (un)hidden state of redirected reference.
Search() - Is used to find the specific text in a given range (Not case sensitive) will result Number or error.
IsNumber() Is Used to check whether search returns Number or error. So Isnumber will return boolean True/False as result.
Column-C Column-D
Data For Filtering
a 1
b 1
a 1
a 2
a 2
The above data starts from 1st Row with headers in the 1st Row. Assume that I filtered D column With 1. Using the below formula will result 2.
=SUMPRODUCT(SUBTOTAL(103,OFFSET('Input Data'!C2:C6,ROW('Input Data'!C2:C6)-MIN(ROW('Input Data'!C2:C6)),,1))*(ISNUMBER(SEARCH("a",'Input Data'!C2:C6))))
ROW('Input Data'!C2:C6) = {2;3;4;5;6}
MIN(ROW('Input Data'!C2:C6)) = 2
ROW('Input Data'!C2:C6)-MIN(ROW('Input Data'!C2:C6)) should be read as
{2;3;4;5;6}-2 = {0;1;2;3;4}
OFFSET('Input Data'!C2:C6,ROW('Input Data'!C2:C6)-MIN(ROW('Input Data'!C2:C6)),,1) = 'Input Data'!C2,'Input Data'!C3,'Input Data'!C4,'Input Data'!C5,'Input Data'!C6
SUBTOTAL(103,OFFSET('Input Data'!C2:C6,ROW('Input Data'!C2:C6)-MIN(ROW('Input Data'!C2:C6)),,1)) should be read as
SUBTOTAL(103,'Input Data'!C2,'Input Data'!C3,'Input Data'!C4,'Input Data'!C5,'Input Data'!C6) = {1;1;1;0;0}
Subtotal() arrived the visible state of each (cell) reference.
SEARCH("a",'Input Data'!C2:C6) = {1;#VALUE!;1;1;1}
ISNUMBER(SEARCH("a",'Input Data'!C2:C6)) should be read as
ISNUMBER({1;#VALUE!;1;1;1}) = {TRUE;FALSE;TRUE;TRUE;TRUE}
SUBTOTAL(103,OFFSET('Input Data'!C2:C6,ROW('Input Data'!C2:C6)-MIN(ROW('Input Data'!C2:C6)),,1)) = {1;1;1;0;0}
(ISNUMBER(SEARCH("a",'Input Data'!C2:C6))) = {TRUE;FALSE;TRUE;TRUE;TRUE}
{1;1;1;0;0}*{TRUE;FALSE;TRUE;TRUE;TRUE} = {1;0;1;0;0}
SUMPRODUCT({1;0;1;0;0}) = 2
Used Sumproduct() to avoid Array Entry and also to do the Array Formula Task (Looping through the range of cells) and Sumproduct() will result the Sum of the passed values.
Instead of filtering the source data, use the Countifs function and add the filter conditions to the Countifs.

In Excel 2007, how can I SUMIFS indices of multiple columns from a named range?

I am analysing library statistics relating to loans made by particular user categories. The loan data forms the named range LoansToApril2013. Excel 2007 is quite happy for me to use an index range as the sum range in a SUMIF:
=SUMIF(INDEX(LoansToApril2013,0,3),10,INDEX(LoansToApril2013,0,4):INDEX(LoansToApril2013,0,6))
Here 10 indicates a specific user category, and this sums loans made to that group from three columns. By "index range" I'm referring to the
INDEX(LoansToApril2013,0,4):INDEX(LoansToApril2013,0,6)
sum_range value.
However, if I switch to using a SUMIFS to add further criteria, Excel returns a #VALUE error if an index range is used. It will only accept a single index.
=SUMIFS(INDEX(LoansToApril2013,0,4),INDEX(LoansToApril2013,0,3),1,INDEX(LoansToApril2013,0,1),"PTFBL")
works fine
=SUMIFS(INDEX(LoansToApril2013,0,4):INDEX(LoansToApril2013,0,6),INDEX(LoansToApril2013,0,3),1,INDEX(LoansToApril2013,0,1),"PTFBL")
returns #value, and I'm not sure why.
Interestingly,
=SUMIFS(INDEX(LoansToApril2013,0,4):INDEX(LoansToApril2013,0,4),INDEX(LoansToApril2013,0,3),1,INDEX(LoansToApril2013,0,1),"PTFBL")
is also accepted and returns the same as the first one with a single index.
I haven't been able to find any documentation or comments relating to this. Does anyone know if there is an alternative structure that would allow SUMIFS to conditionally sum index values from three columns? I'd rather not use three separate formulae and add them together, though it's possible.
The sumifs formula is modelled after an array formula and comparisons in the sumifs need to be the same size, the last one mimics a single column in the LoansToApril2013 array column 4:4 is column 4.
The second to bottom one is 3 columns wide and the comparison columns are 1 column wide causing the error.
sumifs can't do that, but sumproduct can
Example:
X 1 1 1
Y 2 2 2
Z 3 3 3
starting in A1
the formula =SUMPRODUCT((A1:A3="X")*B1:D3) gives the answer 3, and altering the value X in the formula to Y or Z changes the returned value to the appropriate sum of the lines.
Note that this will not work if you have text in the area - it will return #VALUE!
If you can't avoid the text, then you need an array formula. Using the same example, the formula would be =SUM(IF(A1:A3="X",B1:D3)), and to enter it as an array formula, you need to use CTRL+SHIFT+ENTER to enter the formula - you should notice that excel puts { } around the formula. It treats any text as zero, so it will successfully add up the numbers it finds even if you have text in one of the boxes (e.g. change one of the 1's in the example to be blah and the total will be 2 - the formula will add the two remaining 1s in the line)
The two answers above and a bit of searching allowed me to find a formula that worked. I'll put it here for posterity, because questions with no final outcome are a pain for future readers.
=SUMPRODUCT( (INDEX(LoansToApril2013,0,3)=C4) * (INDEX(LoansToApril2013,0,1)="PTFBL") * INDEX(LoansToApril2013,0,4):INDEX(LoansToApril2013,0,6))
This totals up values in columns 4-6 of the LoansToApril2013 range, where the value in column 3 equals the value in C4 (a.k.a. "the cell to the left of this one with the formula") AND the value in column 1 is "PTFBL".
Despite appearances, it isn't multiplying anything by anything else. I found an explanation on this page, but basically the asterisks are adding criteria to the function. Note that criteria are enclosed in their own brackets, while the range isn't.
If you want to use names ranges you need to use INDIRECT for the Index commands.
I used that formula to check for conditions in two columns, and then SUM the results in a table which has 12 columns for the months (the column is chosen by a helper cell which is 1 to 12 [L4]).
So you can do if:
Dept (1 column name range [C6]) = Sales [D6];
Region (1 column name range [C3]) = USA [D3];
SUM figures in the 12 column monthly named range table [E7] for that 1 single month [L4] for those people/products/line item
Just copy the formula across your report page which has columns 1-12 for the months and you get a monthly summary report with 2 conditions.
=SUMPRODUCT( (INDEX(INDIRECT($C$6),0,1)=$D$6) * (INDEX(INDIRECT($C$3),0,1)=$D$3) * INDEX(INDIRECT($E7),0,L$4))

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