Fill in table based a column of categories in Excel - excel

I have a table that looks like this:
Type Value
Movie 5
Food 3
Gas 10
Food 2
.... ....
And There's a second table I want to fill in with "Value" based on their type in the first table, so that the corresponding rows look like this:
Rent Food Movie Gas Clothing ... ( appear in specific order bc they are subcategories)
5
3
10
2
The title row is already there, so I was thinking there might be some kind of lookup method to do this? How do I do that?

your second table apperas to hold one value per row but it doesn't have a label. it does correlate to the original row number, is this by design or coincidence?
if this is by design then you can use those 2 columns, hide them if you like, get a unique list of categories by copying you r abels to a new colum, removing duplicates in the data tab, then paste special transpose in c1 to create colum headers.
so column a and b remain unchanged
row 1 contains header starting at column c
your data starts at c2
this is the formula
=Iferror(vlookup(C$1,$A2:$B2,2,false),"")
drag it down and to the right
you can copy paste special values when done to remove the formulas
for something with only a hundred or thousand cells this will be one of the easier options but i would not do this on large tables, for those i would use power query or VBA

Assuming your 1st table is in Sheet1 and 2nd table is in sheet2.. you may try to fill in Sheet2!A2
=IF(Sheet1!$A2=A$1,Sheet1!$B2,"")
and drag it all the way.. Hope you get how it works.. and what you need.

Related

Excel look up value in array, return next value

I would like to look up a value in a range and return the value in the next row, but can't quite figure out how to do this. I especially would like to do this with formulas rather than VBA, and preferably with built-in formulas than custom (VBA) formulas, due to macro security issues.
I'm using Excel 2010. My workbook has two worksheets, "assessment" and "lookup". In lookup, I have lookup tables.
"lookup" looks something like:
Column A Column B Column C
1 Sales Engineering Manufacturing
2 Alice Bobbie Charlie
3 Dawn Edgar Frank
4 George Holly Isabel
In "assessment," I have some some drop downs from which users select one name from each column in "lookup." Based on some other criteria, I then rank these and create a new, sorted list (using INDEX() and MATCH()) that produce the selected name and corresponding column name a new sort order
Column A Column B
10 Engineering Edgar
11 Sales Alice
What I'd like is to return the name from the next row.
Column C
10 Holly
11 Dawn
But I'm having real trouble figuring out how to get there.
Assuming lookups is located at B2:D5 (change as required) and the result data is at F2:H3 (change as required) enter this formula in cell H2 then copy down.
=INDEX(
INDEX($B$2:$D$5,0,MATCH($F2,$B$2:$D$2,0)),
1+MATCH($G2,
INDEX($B$2:$D$5,0,MATCH($F2,$B$2:$D$2,0)),0))

Sumproduct using 2 criterias and on filtered values

I have the following source table
Date | fruit | veg
The user has previously filtered the date by month. In another table, I want to count the number of apples and tomatoes for example. To remove the invisible rows I use the SUBTOTAL function as
=(SUBTOTAL(102;OFFSET(limiter;ROW(limiter)-MIN(ROW(limiter));;1;1)))
where 'limiter' is the date range.
Then to count the number of apples in the fruit column , I use
= SUMPRODUCT(SUBTOTAL(102;OFFSET(limiter;ROW(limiter)-MIN(ROW(limiter));;1;1)) * Table!fruit = "apple"
and it works fine.
But, if I want to add in the vegetables criteria along with the fruit, the result is 0. I tried doing the sumproduct of fruit and veg first and then add the subtotal function but it gave a huge number.
Have you considered using a pivot table? (I strongly recommend you to)
Go to a new tab, select A1 and insert, new pivot table. You can put the fruit field in the column (probably row labels - my excel is in Portuguese =/). You would instantly have a table containing as first colum the list of existing fruits.
Then add the date to the body (probably values) of the pivot table and certify the type of value shown is count.
You would intantly get the count of all fruits.
The great advantage is that you can play around with this table as easily as dragging and dropping fields in columns, rows and body/values and instantly getting the results you want without having to figure out any formula issues.
Pivot tables also allow you to filter not only the date, but any other fields you wish.

Excel VBA Lookup Methods

I have an issue that I've been scratching my head at; I've looked into the Index:Match lookup method, and V/HLookup, but I'm not sure these will help just yet. Here's what's happening:
I have two worksheets in excel-2007. One has a Customer ID column (which does and will have duplicate ID's in the instance that the customer did "x activity" more than one time in a month) and then the date that this happened in another column. The second sheet is for giving an overview of a specific day, IE what happened on 7-1-13.
The issue is that my raw data sheet is sorted via the first of the month descending, so 7-1,7-2,etc, and when I run the Vlookup, if a Customer ID has a record on 7-2 and on 7-15, the VLookup will pull data only from the 7-2 (first) row. Has anyone experienced this and found a workaround?
My current workaround would be to make either a new table for each day's data, or instead of using my VLookup of =Vlookup(A2, 'Data Sheet' A:D, 4, 0) to give the columns row numbers, like =Vlookup(A2, 'Data Sheet' A$1:D$30, 4, 0). This is a daily report, and that would be intense. Please help if you can!
(Another side note, I have one main sheet for the view, one data sheet where it's all collected, and then 30 sheets, one for each day of the month, this case being July). For each sheet, I've named them the day of the month, so I'm reflecting the data as such:
Sheets("7-1-13") has data from the 1st on it. The Data Sheet in it's entireity has data from 7-1-13 to 7-31-13. I need to reference ID's on the 1st to the data for the 1st and the 1st only.
I want to use something like this, but I'm having a hard time with it
=Vlookup(A2, 'Data Sheet', A:D (ONLY IF THE CREATE DATE OF THIS ITEM IS 7-1), 4,0)`
but of course it's not that easy :p
This may not give you your results in a format you like and still requires a bit of manual work, but without going the route of macros, I think this will get you one step closer. I thought of using an array formula to get all the IDs by a specific date.
Example:
A B
ID Date
1 5 7/1/2013
2 2 7/2/2013
3 5 7/3/2013
In this situation, I assume you want 5 from the first row to appear on your 7/1 sheet, 2 to appear on your 7/2 sheet, and 5 from the third row to appear on your 7/3 sheet
on your 7/1 sheet. you'll need to select the number of blank rows that matches your raw data (using the example above, you would be selecting A1:A3 on your 7/1 sheet). Once you have your cells selected, then enter the following formula in the formula bar and press Ctrl+Shift+Enter. This is what makes the formula an array formula.
=((Raw_DataSheet!B1:B3=DATE(2013,7,1))*1)*Raw_DataSheet!A1:A3
What this formula does is looks at all the dates in B1:B3 and finds the ones that equal 7/1/2013. Since you're using an array formula, this gives you the array {TRUE,FALSE,FALSE}. Multiply this by 1, and you get the array {1,0,0}. You now have an array that has a 1 for each row of B1:B3 that was equal to 7/1/2013. This array {1,0,0} is then multiplied by your Customer IDs {5,2,5}
5 * 1 = 5
2 * 0 = 0
5 * 0 = 0
So now your entire formula is equal to the array {5,0,0}. Since you selected A1:A3 on your 7/1 sheet, the values that should appear should be
A
ID
1 5
2 0
3 0
From here, you can always filter out the 0's and you'd just have a list of all the IDs that had the date of 7/1 from your Raw Data Sheet. You would also then replicate this for each of your sheets and just change the date in the formula...Yes, I know, way more complicated than you probably wanted but it's what I came up with!

Excel count unique occurrences of a text entry based on a status contained in a seperate column

Alright, this is driving me insane...
I have a section of data in a spreadsheet that looks like this:
Column A Column B Column C
lksdf-46-we-32 Fire 1
lksdf-46-we-32 Fire 2
lksdf-46-we-32 Fire 3
lksdf-46-we-32 Fire 4
wgw3f-18-bw-11 Ice 1
wgw3f-18-bw-11 Ice 2
wgw3f-18-bw-11 Ice 3
wgw3f-18-bw-11 Ice 4
possf-12-he-91 Fire 1
possf-12-he-91 Fire 2
possf-12-he-91 Fire 3
possf-12-he-91 Fire 4
oiwen-20-lw-93 Water 1
oiwen-20-lw-93 Water 2
oiwen-20-lw-93 Water 3
oiwen-20-lw-93 Water 4
In another spreadsheet, named 'Variables', I have a lookup category that looks something like this:
Column A
Fire
Water
I need to find the number of distinct entries in column A of the raw data sheet where column B matches any entry in column A of the Variables sheet. What I'm looking for is an excel formula, but everything I've tried either returns duplicates (as a starting point) or returns 0. Also, could you please explain in detail how the query works in excel? I'm a fairly experienced programmer, but I'm having a heck of a time wrapping my head around these functions in excel that I've been tasked to finish by the end of the day.
Try this "array formula" somewhere in the raw data sheet
=SUM(IF(FREQUENCY(IF(ISNUMBER(MATCH(B2:B100,Variables!A:A,0)),IF(A2:A100<>"",MATCH(A2:A100,A2:A100,0))),ROW(A2:A100)-ROW(A2)+1),1))
confirmed with CTRL+SHIFT+ENTER
The formula uses FREQUENCY function, with the "bins" being the row numbers, and counts bins that have 1 or more entry. Entries are only made when the column B item matches Variables column A.....and the second MATCH function ensures that the same row number (the first match) is entered for each repeated item in column A, which guarantees that duplicates are not counted
This formula looks at 100 rows of data in raw data sheet, increase as required but note that formula is very "expensive" so may prove impractical with very large datasets

How to get uniques in column A and totals from column B?

I have a spreadsheet that looks like this:
A B
DeptA 10
DeptB 5
DeptA 5
DeptA 10
DeptC 5
DeptB 10
DeptA 20
DeptB 5
I'm trying to get a list of the unique values in A, and then the total in B for each unique value. The output I'm looking for is this, which can go in columns C/D (or wherever, doesn't matter)
DeptA 45
DeptB 20
DeptC 5
I know I can pull the uniques in A and place them in C with the following array formula:
=INDEX($A$2:$A$8, MATCH(0, COUNTIF($C$1:C1, $A$2:$A$8), 0))
How to list the column B totals along with it?
No formula is necessary.
For example, uniques may be obtained (avoiding COUNTIF, INDEX and MATCH) with Data > Sort & Filter – Advanced , Copy to another location selected, Unique records only checked and Copy to: set to C1 (though my version is a bit temperamental and at present also requires deleting C1 and sorting).
But with sorting (select A:B, Data > Sort & Filter – AZ) then subtotal can be used (insert a new row as Row1, select A:B Data > Outline – Subtotal, OK , OK [defaults are probably as required: At each change in: (Column A), Use function: Sum, Add subtotal to: (Column B), Replace current subtotals, Summary below data] then click on small ‘2’ at the top left.
Grand Total is a bonus.
You might want to use the DSUM Function as it's less work than pivoting.
EDIT: Corrected URL
You can keep your current construct and do a sumif or sumifs (they have different order of the arguments) in column D based on column C that sums column B.
Alternatively you can use a pivot table to get the complete result for you. Note however that a pivot requires manual refreshing, where the formulas will auto update when calculation is set to automatic

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