I have a simple table in a workbook to track monthly spend per item. What I'd like to do is work out the cumulative spend per item - I know I can do that using SUMIFS() but I can't figure out the correct syntax.
Here's a screenshot of the workbook currently:
The formula for CumulativeSpend is
=SUMIFS([Spend],[Item],[#Item], [YearMonth], [#YearMonth])
however all that does is provide the same number as [#Spend]. What I need to do is sum up everything from [#Spend] where [YearMonth] is less than or equal to `[#YearMonth] but I can't figure out the syntax. I have tried all of the following:
=SUMIFS([Spend],[Item],[#Item], [YearMonth], <=[#YearMonth])
=SUMIFS([Spend],[Item],[#Item], [YearMonth], "<="[#YearMonth])
all of which are invalid formulae. I've also tried this:
=SUMIFS([Spend],[Item],[#Item], [YearMonth], "<=[#YearMonth]")
which is a valid formula but (unsurprisingly) it doesn't give the right answer.
A read-only copy of the workbook I've used here can be accessed at: https://1drv.ms/x/s!AjcmU60daA9VquZIhFGJlUyysNmFCw
Can anyone give me the formula to calculate the CumulativeSpend per item per month?
You need to concatenate the string with &:
=SUMIFS([Spend],[Item],[#Item], [YearMonth], "<=" & [#YearMonth])
Ah, immediately after posting this I figured it out!
=SUMIFS([Spend],[Item],[#Item], [YearMonth], "<="&[#YearMonth])
Related
I'm using counting invoice numbers (text) in a table's column, but the Excel formula seems to be confusing some values.
I copied small sample of these - please refer to below:
The formulas are as follow:
=COUNTIFS(A1:A19,A1)
=COUNTIF(A1:A19,A1)
As you can see these invoice numbers differ and the results of these functions suggest as if all were the same.
I googled it for 1 hour but I didn't find such as issue as mine.
If anybody had any clue why could this behave in such way I'll be super grateful!
Rob
Each time you copy down this formula it will add 1 row to each. For example the second row of datas formula will be =COUNTIFS(A2:A20,A2). To lock these cells in the formula use $
Your formula should be =COUNTIFS(A$1:A$19,A1)
I've solved this myself:
ROOTCAUSE
Excel tried to be helpful and read these invoice numbers as actual numbers (despite these being defined already in Power Query as text)
Then, Excel fooled me and despite showing that it works on it as a string (I was evaluating the formula) it worked on it as number
Above means that it transformed exemplary "00100001010000018525" to 1.00001E+17, which cut down this to "100001010000018000" - that's the moment Excel stopped fooling around and showed that value in the formula bar.
I think I don't need to tell why countif perceived all these values as equal.
SOLUTION
I simply appended one letter after each invoice number to get e.g. "00100001010000018525a" what forces Excel to quit its gimmicks and games.
Case closed.
I suspect this is a bug in COUNTIF, or maybe by design.
However, to workaround this in the formula, without having to change your data, try adding a wild-card character:
=COUNTIF(A1:A19,"*"&A1)
I have 4 fields that holds date information that are updated periodically, I need to add a 5th field that does the following for reporting in a pivot table:
Checks if all the fields are blank, if not calculate the field value (a date) that is closest to the system date(current date), I have the first part but the second part of the if statement has me stumped.
IF(AND(GT14="",GU14="",GV14="",GW14="",GX14=""),"No Tollgate Dates",if statement to field that is closest to most recent month)
Any help would be greatly appreciated.
You could use the ABS function as Ron Rosenfeld says, either in a helper row to get the absolute differences and find the date corresponding to the smallest one, or using an array formula. There could be two solutions, e.g. if today is 22/8/16, 21/8/16 and 23/8/16 would both be correct if all other dates are further away.
=MIN(IF(ABS(GT14:GX14-TODAY())=MIN(ABS(GT14:GX14-TODAY())),GT14:GX14))
to find the earlier one
=MAX(IF(ABS(GT14:GX14-TODAY())=MIN(ABS(GT14:GX14-TODAY())),GT14:GX14))
to find the later one.
You could put this formula inside your existing formula, but as mentioned it could be a bit long.
This should do the trick:
=IF(SUM(GT14:GX14)=0,"No Tollgate Dates",INDEX(GT14:GX14,MATCH(SMALL(ABS(TODAY()-(GT14:GX14)),1),ABS(TODAY()-(GT14:GX14)),0)))
It is an array-formula, so you must use ctrl+shift+enter.
I´ve spent a lot of time with a formula in Excel and I´m still blocked. I hope you can help me.
I have a table in Excel with several values as shown in this
screenshot.
What I´m trying to extract is the number of Fruits sold in a specific month. That is, how many lemons were sold in January 2016, for example. This is the formula I´m using:
=SUMPRODUCT((B3:B38=E4)*(MONTH($A$3:$A$150)=12)*(YEAR($A$3:$A$150)=2015);$C$3:$C$150)
But the result is #N/A as seen in the screenshot.
What Am I doing wrong? Any help, please?
Thanks a lot in advance!
You can use arrays in excel to get this answer
{SUM(IF(MONTH(F$3&"1")=MONTH($A$3:$A$150),IF($E4=$B$3:$B$150,$C$3:$C$150,0),0))}
You can use this Sumproduct formula which uses array logic:
SUMPRODUCT((MONTH($A$3:$A$38)=MONTH(TEXT(G$2,"MMM")&1))*($C$3:$C$38=$F4)*
($D$3:$D$38))
Sumproduct Demo
Part of your problem is your ranges are not equal in length. B3:B38 has to be the same number of rows as $A$3:$A$150 and C3:C150. When rows are not equal things blow up on you.
=SUMPRODUCT(($B$3:$B$150=$E4)*(MONTH($A$3:$A$150)=12)*(YEAR($A$3:$A$150)=2015);$C$3:$C$150)
if you change your header row to be actual excel date format, and then change the cell display format to just show the month (as suggested by csanjose), then you can adjust your sumproduct formula as follows and copy to all cells in your table.
=SUMPRODUCT(($B$3:$B$38=$E4)*(MONTH($A$3:$A$150)=Month(F$3))*(YEAR($A$3:$A$150)=Year(F$3));$C$3:$C$150)
Fill your month-row with the last day of each month, then apply date format to show only month name.
The formula you should use is, for example, in g8:
=SUMIFS($C:$C;$B:$B;$E8;$A:$A;"<="&G$3;$A:$A;">"&F$3)
First column "F" doesn't have a column on the left to compare, so you can put a date in E3 or change a bit the formula (example of F8):
=SUMIFS($C:$C;$B:$B;$E8;$A:$A;"<="&F$3;$A:$A;">2015/12/31")
Take a look at the result
If you don't want to use a pivot table, you can use this formula to get what you need:
=SUMPRODUCT(($B$3:$B$150=$E3)*(MONTH($A$3:$A$150)=1)*(YEAR($A$3:$A$150)=2015)*$C$3:$C$150)
Then drag-fill the cell to copy it to every month column (just make sure you change the month number in the formula (and year if you're doing that too)), and then drag-fill down the columns.
That should work pretty food good :)
Good Luck!
I was hoping someone might be able to point me in the right direction, I'm trying to automate a section of a spread sheet which shows a persons planned hours of work against the hours they actually did. The data is sourced from a worksheet which is broken down into months and departments.
Is there a way to get the reference table on the main dashboard to vlookup/index a certain column dependent on the computers date?
I.E. for May it will look in the planned and actual hours column for may and then in June it will search the June column for the same data.
Normally I would post some code but I'm not even sure where to begin on this one.
You mention VLOOKUP in you question.
To use this in VBA use, WorksheetFunction.Vlookup(), but it seems you could avoid VBA altogether if you wanted. Here are some formulas of interest:
If you want to search months by the current date, you can use this kind of vlookup (or MATCH() or HLOOKUP() if these are columns as you indicate)
=VLOOKUP(TEXT(TODAY(),"mmmm"),Range,1,FALSE)
Use "mmm" if you use 3-letter months
If months are in static column number can be taken from using the MONTH() function.
=MONTH(TODAY())
"index a certain column dependent on the computers date?"
=TODAY() gets computer's date.
I would tend to use MATCH() to get the months column (in this example I've assumed months are in row 1)
=MATCH(TEXT(TODAY(),"mmmm"),1:1,0)
You can then use INDIRECT() to match a specific month column and department row (if in a 2D format), or SUMIFS() with INDIRECT() if you want to sum hours.
As in:
=INDIRECT("'Sheet'!R" & MATCH("department_name",A:A,0) & "C" & MONTH(TODAY()), FALSE)
Thank you for all the help in regards to this problem, unfortunatly I could not quite get my head round the suggestions which have been put forward, though I have been able to solve this problem (although it is a messy solution)
=IF($F$95="March",VLOOKUP(D97,'Planned Hours'!$A$1:$K$37,2,FALSE),
IF($F$95="April",VLOOKUP(D97,'Planned Hours'!$A$1:$K$37,3,FALSE),
IF($F$95="May",VLOOKUP(D97,'Planned Hours'!$A$1:$K$37,4,FALSE),
IF($F$95="June",VLOOKUP(D97,'Planned Hours'!$A$1:$K$37,5,FALSE),
IF($F$95="July",VLOOKUP(D97,'Planned Hours'!$A$1:K37,6,FALSE),
IF($F$95="August",VLOOKUP(D97,'Planned Hours'!$A$1:K37,7,FALSE),
IF($F$95="September",VLOOKUP(D97,'Planned Hours'!$A$1:K37,8,FALSE),
IF($F$95="October",VLOOKUP(D97,'Planned Hours'!$A$1:$K$37,9,FALSE),
IF($F$95="November",VLOOKUP(D97,'Planned Hours'!$A$1:$K$37,10,FALSE),
IF($F$95="December",VLOOKUP(D97,'Planned Hours'!$A$1:$K$37,11,FALSE)))))))))))
But it works. Again thanks to all that lent a hand.
--EDIT--
By the way this is not in VBA in the end.
I would need some help again with another excel countif expression. I have the line i2:al2 which contains leftover stock data.I am building a worksheet to calculate remaining stocks in % as per supervisor's wish.
As I am working with %, for example if I say that 90% sales that means we have 103 stock left and with 91% sales I have 100 stock left.
Anyways I got around to count the number of stock left in line i2:a12 using countifs.
Example if I need to calculate leftover stock for sales at 90% which means leftover stock level of 100 to 102. I have used :
=countif(range,">100")-countif(range,">102")
This method seems to work till I reach negative numbers, i.e. oversales. For example, if I try to do the following:
=countif(range,"-100")-countif(range,">0")
the formula seems to stop working. If I count manually using a conditional formatting I get a totally different answer for the oversales.
Maybe I am getting the logic of the countif function wrong. My purpose for the expressison is:
=count(in range, values >=X & <=Y)
As I have only access to excel 2003 I cannot use Countifs method. Anyone could help me on this issue?
Many thanks.
You can use an array formula:
=SUM((range>=x)*(range<=y))
For that to work, you need to press CTRL-SHIFT-ENTER for that to use array formula.
Alternatively, using what simoco gives in the comment works too without having to save as array formula.