I could use some guidance on what an excel formula would look like if I wanted to sum values in one column if duplicated cells exist in another column as well as specific text in another column. In the example below, I want to sum Column C if Column A has duplicated cells and Column B has the text "Income" and "Special Cash."
Column A Column B Column C
Row 1) BGIO US Equity Income 0.05
Row 2) BGIO US Equity Short Term Cap Gain 0.009573
Row 3) BGIO US Equity Special Cash 0.00931
I would also like to concatenate Column B if the rates are summed. In the end, I am hoping to end up with the results below where Row 1 and Row 2 meet these criteria:
Column A Column B Column C
Row 1) BGIO US Equity Income + Special Cash 0.05931
Row 2) BGIO US Equity Short Term Cap Gain 0.009573
Any feedback is very much appreciated!
If you have your data in a table, you can load it into the Power Query editor by clicking on the table and choosing From Table under the Data tab.
Create a custom column that you will group by. (Custom Column under Add Column tab.)
Now Group By (Home tab) Deal and Group and aggregate over Amount.
This should be the result set that you want. You can now Close and Load the transformed table into your workbook.
Related
I have simple problem, but I've not be able to get an answer from searching. I require a column to calculate the number of the nth occurrence of a value. It's best explained in this picture
I require a method to calculate column B.
I'd be very grateful for any help.
Are you looking to merely provide a count of the distinct entries of column A in column B? Or merely add a formula to come up with the table in your link?
If the latter, then the formula to write in cell B2 is:
=COUNTIF(A$2:A2,A2)
then copy/paste it down column B. Note - if your data is both a Date and Time, but the cell is formatted to only display a date, you may not get the results you want. You'd need to interject a new column with a "floor" calculation to round the date/time value to a date (Excel date times are decimal, with integer part dictating the date, and remaining 0.0 -> 1.0 dictating the time of day)
If you just want to derive a table of the counts of distinct entries in column A, then a pivot table will do this for you - simple add a pivot table to cover the data in column A, then select column A into the rows category, and then also drag it into the values category, ensuring the field is set to "Count of". You should then have a table with the distinct entries in your data set in one column, and the count of their occurrences in the other column.
You can use the COUNTIF worksheet function, with a relative address.
Eg. In cell B2, enter this formula:
=COUNTIF(A$2:A2,A2)
And then fill-down.
Use the following formula to generate the required series:
=COUNTIF($A$1:A1,A1) and strech(copy) it in all the cells
This will generate result like this:
A 1 COUNTIF($A$1:A1,A1)
A 2 COUNTIF($A$1:A2,A2)
C 1 COUNTIF($A$1:A3,A3)
C 2 COUNTIF($A$1:A4,A4)
B 1 COUNTIF($A$1:A5,A5)
B 2 COUNTIF($A$1:A6,A6)
A 3 COUNTIF($A$1:A7,A7)
C 3 COUNTIF($A$1:A8,A8)
D 1 COUNTIF($A$1:A9,A9)
D 2 COUNTIF($A$1:A10,A10)
D 3 COUNTIF($A$1:A11,A11)
D 4 COUNTIF($A$1:A12,A12)
I have 2 excel files. 1 is a workfile in which I work, the other is the output of a database. See pic 1 for my database output (simplified).
What we see here:
The purchase order numer in column A
The row in the database in column B
The status of the row in the database in column C
The classification in column D, where W means a product we want to measure and P meaning delivery costs, administration costs etc (we don't want to measure this)
The number of items ordered and the number of items delivered in column E
The company name and product info in column F
Now, what I want, is something like this:
I want this table to be filled automatically based on the database output. It works for column B, but I'm stuck on column C, D and E.
What I want from you!
I need help with column C, D and E.
Number of rows: it needs to calculate the rows only with W in column D. So for item 4410027708 it has to be 2 (only 2 rows with W) and for item 4410027709 it should be 1.
Items ordered: it needs to add-up all the values that are directly to the right of the W in column D. So, for 4410027708, it needs to add up 3 and 5. It must ignore all the rows with P!
Items to be delivered: You may already guess this, but it needs to add up all the values in column E that are on the same row as column C with To be delivered, but only for the W rows (not the P versions). So, for item 4410027708 this should be
I suggest easy if ColumnA can be filled down first (including for the last entry) then assuming the database output sheet is called Sheet1, in:
C2: =COUNTIFS(Sheet1!A:A,A2,Sheet1!D:D,"W")
D2: =SUMIFS(Sheet1!E:E,Sheet1!A:A,A2,Sheet1!D:D,"W")
E2: =SUMIFS(Sheet1!E:E,Sheet1!A:A,A2,Sheet1!C:C,"To be delivered")
copied down to suit.
I have simple problem, but I've not be able to get an answer from searching. I require a column to calculate the number of the nth occurrence of a value. It's best explained in this picture
I require a method to calculate column B.
I'd be very grateful for any help.
Are you looking to merely provide a count of the distinct entries of column A in column B? Or merely add a formula to come up with the table in your link?
If the latter, then the formula to write in cell B2 is:
=COUNTIF(A$2:A2,A2)
then copy/paste it down column B. Note - if your data is both a Date and Time, but the cell is formatted to only display a date, you may not get the results you want. You'd need to interject a new column with a "floor" calculation to round the date/time value to a date (Excel date times are decimal, with integer part dictating the date, and remaining 0.0 -> 1.0 dictating the time of day)
If you just want to derive a table of the counts of distinct entries in column A, then a pivot table will do this for you - simple add a pivot table to cover the data in column A, then select column A into the rows category, and then also drag it into the values category, ensuring the field is set to "Count of". You should then have a table with the distinct entries in your data set in one column, and the count of their occurrences in the other column.
You can use the COUNTIF worksheet function, with a relative address.
Eg. In cell B2, enter this formula:
=COUNTIF(A$2:A2,A2)
And then fill-down.
Use the following formula to generate the required series:
=COUNTIF($A$1:A1,A1) and strech(copy) it in all the cells
This will generate result like this:
A 1 COUNTIF($A$1:A1,A1)
A 2 COUNTIF($A$1:A2,A2)
C 1 COUNTIF($A$1:A3,A3)
C 2 COUNTIF($A$1:A4,A4)
B 1 COUNTIF($A$1:A5,A5)
B 2 COUNTIF($A$1:A6,A6)
A 3 COUNTIF($A$1:A7,A7)
C 3 COUNTIF($A$1:A8,A8)
D 1 COUNTIF($A$1:A9,A9)
D 2 COUNTIF($A$1:A10,A10)
D 3 COUNTIF($A$1:A11,A11)
D 4 COUNTIF($A$1:A12,A12)
Hoping someone can help me here. :)
I have two columns of data in Worksheet 1:
COLUMN A = NAME (EG. TOM)
COLUMN C = TYPE OF QUERY (FAX, TEL, EMAIL, MAIL)
I would like to have in Worksheet 2:
COLUMN A = NAME (EG TOM)
COLUMN B = A COUNT OF HOW MANY FAXES TOM HAS
COLUNN C = A COUNT OF HOW MANY TELEPHONES TOM HAS
COLUMN D - A COUNT OF HOW MANY EMAILS TOM HAS
COLUMN E = A COUNT OF HOW MANY MAILS TOM HAS
If anyone can help me that would be great.
Thanks guys
You can use a pivot table. In sheet 1, click into the data table, then click Insert > Pivot table.
Drag the Name field to the rows. Drag the query type field to the columns.
Drag the Namie field again, this time to the Values area, where it will turn into a count.
Now you see a count of query types for each name in a matrix.
Use countifs instead if you really want to use formula. A pivot table would be the best way to go though.
eg for column B, row 1 on sheet 2:
=COUNTIFS(Sheet1!A:A, A1, Sheet1!C:C, "FAX")
I have two Tables, Table 1 Column A is a rolling date column. Table 2 consists of four columns of differing "Trigger Dates". Table 2, Column 1 contains an Annual trigger, ie occurs once a year. Table 2 Column 2 contains Bi-Annual Triggers, and occurs twice yearly. Table 2 Column 3 contains Monthly Triggers, "12 dates" and Table 2 Column 4 contains Weekly Triggers, "52 dates".
Ok, so what I'm looking for is to a formula that will return the date trigger, where Table 1 Column 1 matches a condition (Annually, Bi-Annually, Monthly, Weekly) selected in a cell "we'll say F1, outside of any ranges that may be created.
Example: If Table 1 Col 2 = "01/02/2013" and I select "Weekly" in F1, the formula will look in the weekly Column in Table 2 to determine if "01/02/2013" exists.
I've allocated a named range to each column in Table 2
I've allocated a named range to the condition in F1 which is a drop down list
Any suggestions?
You might try:
=IFERROR(VLOOKUP(B2,INDIRECT(CHAR(72+MATCH(F$1,$I$1:$L$1,0))&":"&CHAR(72+MATCH(F$1,$I$1:$L$1,0))),1,0),"")
Ok, so supposing your Range Name is in F1, your formula to find the match would look as follows:
=If(IsError(Match(LookupVal,Indirect(F1),0)),"No Match", "Match")
...Something along those lines
Hope this helps point you in the right direction.
INDIRECT and VLOOKUP will be your friends here.
I constructed Table2 just as you had described, with the Annual,Bi-annual,Monthly,Weekly labels for the columns in the table - this will avoid having to keep named ranges up to date, as it's looking directly at the table in the formula
For the function, I then used VLOOKUP to find the date, in the column referenced by F1.
Column Reference: INDIRECT("Table2["&$F$1&"]")
Find Value: VLOOKUP([#Col2],INDIRECT("Table2["&$F$1&"]"),1,FALSE) (looking at column 1 in the return values, as I don't really care what value is returned.
This will return the date if found, and an error if not. I can then wrap the result in the IF(ISERROR( so I can return Yes or No if the date is found.
This produces the entire formula of
=IF(ISERROR(VLOOKUP([#Col2],INDIRECT("Table2["&$F$1&"]"),1,FALSE)),"No","Yes")
for the next column in Table1, so that when I change the value in F1, it will look for that column name in Table2, and let me know if it is found.