I have a 4 types of customers, each pay in a different payment plan.
group 1 - monthly
group 2 - semi monthly
group 3 - bi weekly
group 4 - weekly
I have a sheet with a range of all the relevant payment dates for those group sorted in the right order in row 1
I would like that for each customer there will be a data validation list (group 1,group 2, group 3,group 4)
When selected the customer's row will populate on the correct dates according to his group number and the date the payment starts.
My work around to do that was to create 4 separate sheets for each group, auto populate from the correct date and run it for all customers in each group meaning you can see for John Doe what and when will be his payments in each group even though he is in group 3 for example. And a MAIN sheet where John Doe has group 3 selected where a MATCH and INDEX is running to find when he is supposed to pay and how much. The issue is that for 400 rows and 300 column this becomes heavy.
How would you go about solving that?
each cell looks like this in the MAIN sheet
=LET(mothlydate,Monthlyrd3!$BK$3:AAC$3,semidate,Monthlyth16!$BK$3:ZZ$3,namemonthly,Monthlyrd3!$BK79:AAC79,namesemi,Monthlyth16!$BK79:ZZ79,
IF(OR($BA96="Monthly 3 rd",$BA96="Semi-Monthly",$BA96="Monthly 16 th"),
IF((IF(IFERROR(INDEX(namemonthly,1,MATCH(GH$2,mothlydate,0)),"")+IFERROR(INDEX(namesemi,1,MATCH(GH$2,semidate,0)),"")>$AE96,$AE96,IFERROR(INDEX(namemonthly,1,MATCH(GH$2,mothlydate,0)),"")+IFERROR(INDEX(namesemi,1,MATCH(GH$2,semidate,0)),"")))=0,"",(IF(IFERROR(INDEX(namemonthly,1,MATCH(GH$2,mothlydate,0)),"")+IFERROR(INDEX(namesemi,1,MATCH(GH$2,semidate,0)),"")>$AE96,$AE96,IFERROR(INDEX(namemonthly,1,MATCH(GH$2,mothlydate,0)),"")+IFERROR(INDEX(namesemi,1,MATCH(GH$2,semidate,0)),"")))),
IF($BA96="Bi-Weekly 1",(IFERROR(INDEX(NewBiWeekly!$BK79:AAC79,1,MATCH(GH$2,NewBiWeekly!$BK$3:AAC$3,0)),"")),IF($BA96="Bi-Weekly 2",(IFERROR(INDEX(NewBiWeeklyTwo!$BK79:AAC79,1,MATCH(GH$2,NewBiWeeklyTwo!$BK$3:AAC$3,0)),"")),IF($BA96="Other",(IFERROR(INDEX(NewOther!$BK79:AAC79,1,MATCH(GH$2,NewOther!$BK$3:AAC$3,0)),""))))))
)
THANKS!!!
This is based on a purely textual analysis of your formula, since data required for a meaningful analysis hasn't been forthcoming:
the expression below occurs 4 times in your formula
IFERROR(INDEX(namesemi,1,MATCH(GH$2,semidate,0)),"")
as does this one
IFERROR(INDEX(namemonthly,1,MATCH(GH$2,mothlydate,0))
which means that, in the worst-case circumstances, one or both expressions are being evaluated on FOUR separate occasions - it would be sensible to consider making one or both of these named 'values' at the start of the LET() function, such that, in the worst-case cirumstances going forward, each would be evaluated only once.
I'm working on a charging matrix where project managers can input time to the top three contracts in each category based on a week to week basis. Right now I have a pivot table with the categories (Production, Spares, Development) with multiple contracts that were charged that week. I manually select the top three from each category and copy into a table where I have formulas creating charge numbers for the project managers to use.
The question is, is there a way I can automate selecting the top 3 contracts from each category based on number of hours for that specific week?
Pivot Table & Charging Matrix
You can use LARGE() to get the top 3 (large(data,1) etc)
Then use index() and match() to get the contract names.
I have made a simple example here, but it will not deal with duplicate results in the hours if they are in the top 3...
There are solutions to that already posted.
If I understand you correctly, you want to automate the process of finding the top 3 contracts under each category and then create the charge number based on the results.
You can do so by creating a new pivot table as demonstrated below, put the Category Name and Contract Name in the Rows field, and put the Hours in the Values field, then right click anywhere within the Row Labels column of the pivot table, go to Filter -> Top 10... -> enter 3 in the second field, then you should have the top three contracts for each category.
P.s. You can choose to sort the hours from largest to smallest, and choose NOT to show the subtotals for each category.
Once you have the list, you can enter your formula (I presume you used a formula) in corresponding cells in column H (as in my example) to create the desired charge number.
Ok to paint a picture.
A sheet named bob another sheet named joe.
These sheets will have a column listed as type. it will be say E3 thru E100
in this column there will be either W, CPC, Or AMW.
A separate sheet named main will be looking at these sheets bob and joe and the column type E3 thru E100.
if the column has a w then it would count that as 1
if it has a cpc then is would count that as 1
if it has amw then it would count that as one.
And for each time it sees one of these it will added it up and tally a total back on the sheet name main.
This formula would be written 2 times for each person so it would show how many warranty jobs they did or how many customer paid jobs they did or how many aftermarket warranty job they did.
I am trying to make my job easier when i import a report from work.
can this be done is the question?
Thank you in advanced and please beware i am an idiot when it comes this stuff.
I am an ASE technician managing i group of techs and trying to make my reports not take as long as they do now which is all day so thank you in advance
Mike
It's sounds terrible, in first instance I do believe that you are trying to Count 3 codes, but unable to understand for whom,, as described later,, so better post either screen shots or sample data, help me to solve the problem.
I have an Index Match Match question that I have not been able to find the answer for in researching. Although the solution may actually might be different than an Index Match Match formula - I'm open to try something more efficient than my current workaround.
I have one worksheet with data from my company on it. We sell a Product (let's call it Coke Zero) and we track the weeks that we put a promotion on and how much profit we make by selling it to the retailer. For example a promotion for Coke Zero starts the first week of Jan and ends 3 weeks later and we make a gross profit of $100 each week the promotion runs. I then have an external database with sales data formatted on a weekly basis to tell me how many units of Coke Zero I sold in each week. My internal data has thousands of lines like this with dozens of products, however the promotions are consolidated on one single row regardless of if it runs for more than one week, making matching up to the external database difficult. I need to create a lookup for what our Gross Profit was for each week of the promotion.
I have attached an example image of the workbook + two data sheets of what I've tried to do, summarised below.
On the Internal Data Sheet I've created additional columns to the right with all of the weeks listed that the promotion is on for, and concatenated them with the Product Code to be able to match week by week to the data in the External data sheet. Then my lookup basically checks every column one after another until it finds one where the concatenate of Week_Product Code concatenate matches.
My current solution technically works but my final formula is really slow and cumbersome given the data can be anywhere from 10K-200K lines when looking at multiple retailers. I was hoping to find a more efficient formula to complete the lookup.
Current solution on the External Data Sheet Column E:
=IF(ISNUMBER(MATCH(D2,'Internal Data'!$E:$E,0)),INDEX('Internal Data'!$D:$D,MATCH(D2,'Internal Data'!$E:$E,0)),
IF(ISNUMBER(MATCH(D2,'Internal Data'!$F:$F,0)),INDEX('Internal Data'!$D:$D,MATCH(D2,'Internal Data'!$F:$F,0)),
IF(ISNUMBER(MATCH(D2,'Internal Data'!$G:$G,0)),INDEX('Internal Data'!$D:$D,MATCH(D2,'Internal Data'!$G:$G,0)),
"0")))
I got SUMPRODUCT to work using this formula in J2:
=SUMPRODUCT(--($B$2:$D$3=H2)*--($E$2:$E$3=I2)*$F$2:$F$3)
And, you don't need those concatenated lookup columns:
Well, that was fun.
I am currently working on an Excel sheet of list of people working in a company.
The company has multiple teams and multiple positions and I've listed them all in an Excel sheet (I am using Excel 2007). And because the positions and the list of people may differ on daily basis (based on who gets promoted or fired) I had to make date column and place a filter on the "date", "position", and "team".
Now I want to make it so that I filter it out for, let's say, year = 2011, position = team manager, team = information tech. team.
I have managed to get this far on my own but now I am wondering when I filter this out (out of 700+ lines), based on the position or team name, if I can add the total number of people under the same team or same positions.
For example, if there are 10 people under information tech. team, can I make it so it displays "total number of people = 10", without me having to count each one of them by hand when I apply the filter?
Also, if there are 4 people under information tech. team as the manager, it would show that "total number of managers under IT team = 4".
Are there any commands or methods I can use in Excel to do this?
Enter the following in the cell you want it in, and it will change, as per this link:
=SUBTOTAL(3, C2:C1000)