Excel formua like SUMIFs with criteria in different tables - excel

I don't know if I am missing something obvious or what, but I cannot wrap my brain around what I need from this. I have a table with products available for sale and various criteria. I have a second table with a smaller list of stores and a second column of whether I should include them in my results set. In this example, I would never include store 789, but I might include 123 and/or 456, depending on whether an "x" was placed in that second column.
So, for my results, I would break them out by Product and color with a simple SUMIFS statement. However, I really want to be able to filter the sites out if they are "x" on that second tab. Any thoughts on how I could easily do that? I did insert a column on my raw data sheet and just added an if statement, then I used that as a 4th criteria in my SUMIFS, but I was looking for a more elegant solution.
I can get either matching stores or the rest of the filters, but I cannot figure how to make both work together in the same statement or how to include them if they are "x"-ed.
This will get me the filtered stores
=SUMPRODUCT(SUMIF('Tab1'!A:A,'Tab2'!A:A,'Tab1'!D:D))
Either of these will get me the filtered products:
=SUMIFS('Tab1'!D:D, 'Tab1'!B:B, A2, 'Tab1'!C:C, B2)
=SUMPRODUCT(--('Tab1'!B:B=A2), --('Tab1'!C:C=B2), 'Tab1'!D:D)
Tab1
Store | Product | Color | Sales
--------------------------------
123 | A | Red | 1
123 | A | Blue | 2
123 | B | Red | 4
456 | A | Blue | 8
456 | B | Red | 16
789 | A | Red | 32
789 | B | Red | 64
Tab2
Store | Include
---------------
123 |
456 | x
Results:
Product | Color | Sales
------------------------
A | Red | 0
A | Blue | 8
B | Red | 16

Why not use VLookUp's to add the column from Tab2 to Tab1?
For example, new Column E, to the right of Sales:
=VLookUp(A1, "Tab2", 2, False)
...and fill-down?
You could base SumIf criteria on multiple tables but personally I'd just keep the data together (dynamically) just to make it easier and neater.

Build a pivot table and use slicers to include or exclude specific data. Then you don't need a helper table and you don't need formulas, either. Just a few clicks.

Related

MS Excel: How to list all column if the rows contain a given date?

My data looks like below. I have Groups that I share topics each day. We do this randomly based on need.
| | Topic 1 | Topic 2 | Topic 3 | Topic 4 | Topic 5 | Topic 6 | Topic 7 | Topic 8 | Topic 9 |
|---------|---------|---------|---------|---------|---------|---------|---------|---------|---------|
| Group 1 | | 19-apr | 30-apr | | | | | | |
| Group 2 | 18-apr | 25-apr | | | | | | | |
| Group 3 | | | | | 19-apr | 30-apr | | | |
| Group 4 | 18-apr | 25-apr | | | | | | | |
| Group 5 | | | | | | | 19-apr | 30-apr | |
| Group 6 | | | 25-apr | | | | | | |
| Group 7 | 18-apr | 25-apr | | | | | | | |
For our metrics & analysis, we need a list of groups per date on a different sheet. We like to know which all groups were engaged a given day. Like below
Can somebody please help me how I can get this done with only using formulas and without macros?
I believe this can somehow be handled on Index Matching or look-ups.
You could definitely do this with macros. You can do something similar without macros; it may not be precisely what you were looking for because it will leave blank space where groups were not addressed.
Method 1
Here is the formula I used and a picture of the sheet it is in:
=IF(IFERROR(MATCH(L$4,$B6:$H6,0),FALSE),INDEX($B$5:$B$13,MATCH($K5,$B$5:$B$13,0),1),"")
The idea is that if you have absolute references alongside your list of groups per date, then you can use index and match to fill in that group's name, but only if Match finds that precise date code in that group's row from the previous table. If you place an equivalent formula in the first cell, you can drag it out to the rest of the array.
The formula I used is not the only way to do this, but if you know Index and Match, then it should make sense to you.
Method 2
A more convoluted method would be to use image references. With these, it is possible to make the report precisely what you asked for on a separate sheet.
Suppose you took Method 1 and separated each column out into a different table. Nearly the same formula inside the cells below the date heading, except that you enclose the heading reference in int() as shown below. Create one table for each of N dates, where N is the number of days you want to monitor at once. Then when you want the summary to show you different dates, you go to each table and change the heading, and filter out blanks.
formula:
=IF(IFERROR(MATCH(INT($L$2),$B4:$H4,1),FALSE),INDEX($B$4:$B$11,MATCH($K3,$B$4:$B$11,1),0),"")
The below image shows what I mean by one table for each date:
Then you insert an image. Doesn't matter what image; could be a screenshot of anything. Click on that image, then click into the formula bar. Then highlight the table column you want it to represent. Below is a screenshot of how to to that:
Now place that picture on its own sheet in the workbook. Place each date table on its own sheet in the workbook. The reason you do this is: if you filter a table, everything else overlapping the filtered rows outside the table will also be hidden. You move tables to separate sheets to prevent them from hiding each other.
Finally, arrange your pictures into the order you like, filter the blanks out of the tables, and your images will be exactly what you were looking for:
Again, this is a little convoluted because if you want the report to show you new date summaries, you would have to change the headings on every table. Then you would have to go to each table and refresh it's filter. This is where macros usually come in.
Assume range A1:J8 housed your Source table, and L1:P8 housed the Date/Group Output
1] In L2, copied across :
=IFERROR(1/(1/AGGREGATE(15,6,$B$2:$J$8/($B$2:$J$8>K$2),1)),"")
2] In L3, copied across to P3 and all copied down :
=IF(L$2="","",IFERROR(INDEX($A:$A,AGGREGATE(15,6,ROW($A$2:$A$8)/($B$2:$J$8=L$2),ROW(A1))),""))
You can use the following formula to get a list of dates from a table:
=IFERROR(AGGREGATE(15,6,($B$2:$J$8/($B$2:$J$8*(COUNTIF($A$15:A15,$B$2:$J$8)=0)))*$B$2:$J$8,1),"")
To get a list of groups by date, use the following:
=IFERROR(INDEX($A$1:$A$8,AGGREGATE(15,6,(1/(B$15=$B$1:$J$8))*ROW($B$1:$J$8),ROW(A1))),"")

Excel - returning a cell in a row only if multiple criteria from current row are matched

I have a spreadsheet of transactions with unique IDs.
For each transaction, there may be two rows corresponding---one initiating, one fulfilling.
As new information keeps flowing in, I want to find the initiating rows if the current row is a fulfilling. Since they will have different IDs, the only way to match them is by the amount, type, account number, and transaction date.
Each of the criteria are not unique. For example, there may be many transactions with amount of $500.
As a result, I want to write a formula that returns the transaction ID if and only if all these criteria match a row in the spreadsheet.
I tried to work with arrays thinking i can multiply them since they will be either 0 or 1 and the product will only be 1 if all criteria match, but could not get it to work since it will just return one value, instead of an array of values.
So the spreadsheet has the following structure:
ID | Account Number | Transaction Date | Amount | Customer | Fulfilling order ID? |
1 | 123456 | 06/26/2018 | 50 | John | |
2 | 123457 | 07/25/2018 | 55 | Steve | |
3 | 123456 | 06/26/2019 | 50 | John | 1 |
4 | 124588 | 07/25/2019 | 75 | Rich | |
5 | 125589 | 08/01/2019 | 80 | Vincent| |
I want to be able to write something that will return 1, on order ID 3, since it is fulfilling order ID 1.
You can certainly use dynamic ranges within array formulas, so you don't have to manually keep changing ranges when you enter data.
Something in cell F2 along the lines of:
=INDEX(A:A,MATCH(1,($B$1:INDEX(B:B,COUNTA(B:B))=B2)*($C$1:INDEX(C:C,COUNTA(C:C))=C2)*($D$1:INDEX(D:D,COUNTA(D:D))=D2)*($E$1:INDEX(E:E,COUNTA(E:E))=E2),0))
Entered as array through CtrlShiftEnter, wouldnt work?
Note
In your example it would never return a 1, but just a 3 simply because the criteria don't match (column c, dates are different). As soon as they are the same, the formula works.

List items from another list that have a value against them

I have 3 columns, the first column has data in it, against which the second one has some data.
Now I need to get a list of all the items in the first column in the third column.
The sheet as as below
Name | QTY | ACTIVE
----------------------
Apple | |
----------------------
Oranges | 10 |
----------------------
Pears | 5 |
----------------------
Plums | |
It needs to look like this
Name | QTY | ACTIVE
----------------------
Apple | | Oranges
----------------------
Oranges | 10 | Pears
----------------------
Pears | 5 |
----------------------
Plums | |
How can I do this either using a formula or a script.
What i've put above is just an example, its actually a long list of items against which there may or may not be quantities, therefore I only need a list of the items with quantities against them.
Thanks in advance.
if your using google sheets then you can use a filter function. Enter the formula and all the results will be listed in the cells below. Only items from column A that have data in Column B will be displayed.
=filter(A2:A,NOT(ISBLANK(B2:B)))
How it works
=filter(range,criteria)
You can also pull both the Name and Quantity by widening your range to include column B
=filter(A2:B,NOT(ISBLANK(B2:B)))
Note: If you get a #REF! error then you may not have left enough blank cells below your filter cell for the results to be displayed.
https://support.google.com/docs/answer/3093197?hl=en

Excel search value from whatever row and if found on another row replace that row with the value in the first row

What I am Trying to do is
lets say I have a excel sheet with
rows
ProductNo | Product | Sku | Price | Image | Thumb
25 | Shirt Blue | 4251 | $10 | shirt.jpg | shirtthumb.jpg
2 | Shirt Green | 4581 | $17 | green.jpg | greenthumb.jpg
8 | Shirt Black | 4561 | $15 | black.jpg | blackthumb.jpg
and just in different rows or on another excel sheet
ProductNo | Product | Sku | Price | Image | Thumb
25 | Shirt Blue | 4251 | $52 | |
2 | Shirt Green | 4581 | $42 | |
8 | Shirt Black | 4561 | $65 | |
How can i change the first table to update if the the second table or sheet columns data is different on specified columns and if the cells are empty forget about them ignore them and just replace the values from the second table onto the first
Final would be
ProductNo | Product | Sku | Price | Image | Thumb
25 | Shirt Blue | 4251 | $52 | shirt.jpg | shirtthumb.jpg
2 | Shirt Green | 4581 | $42 | green.jpg | greenthumb.jpg
8 | Shirt Black | 4561 | $65 | black.jpg | blackthumb.jpg
I have tried a couple of excel functions but they do not work since i have so many products to be doing cell additions
I tried doing in Vl but got confused and macro i dont even know what it is
Im open to whatever visual, functions just as long as i can perform the task
if anybody know hos let me know
Thank You
in stead of having the fixed values I propose you use a permanent formula in the specified columns.
Now to do this I would use a VLOOKUP() function. I am assuming that your ProductNo is the element that never changes therefore all the other columns will get a VLOOKUP() function.
Now if I understand correctly you MIGHT have an update in the 2nd table for the 1st table, but any empty cells in the 2nd table should be ignored.
I am also assuming you wish to see when an element will change because of the update therefore I propose the following:
In the first table add for the block of columns elements that might need an update: 2 blocks of columns, the first with the result of combining (the COMB-block) and the second with lookups from the 2nd table (the LOOKUP-block). For convenience of explaining I put the two tables in the same workbook on the sheets called table1 and table2
ProductNo | Product | Sku | Price | Image | Thumb | Product_comb | Sku_comb | Price_comb | Image_comb | Thumb_comb | Product_lookup | Sku_lookup | Price_lookup | Image_lookup | Thumb_lookup
Now start with formulas in the LOOKUP-block, use VLOOKUP(), such as this one for the *Product_vlookup* column:
=IFERROR(VLOOKUP($A2,table2!$A:B,COLUMNS(table2!$A:B),FALSE),"")
The IFERROR is for the case the product in table1 cannot be found in table2
For the formulas in the COMB-block the following will prefer the table 2 result over the table 1 result. As VLOOKUP of a matching ProductNo with an empty Element (for example for the Image) will result in a 0 (zero) returned all zeroes are regarded false lookup results as well. This is the script for the *Product_comb* column:
=IF(OR(ISBLANK(L2),L2=0),B2,L2)
As a final step to identify the products that changed you can either add a column that compared the original value with the _comb value:
=AND(B2=G2,C2=H2,D2=I2,E2=J2,F2=K2) (this returns true for no changed columns and false for any changed column)
Or use conditional formatting on each element separately or on the combination as the AND() formula shows.
As a final step in your process of updating you could copy all records from the COMB-block and paste it over the original elements.
If you have any further questions please ask.

Average of multiple survey responses (columns)

I feel a bit embarrassed for asking this but here goes:
I'm using Excel 2010 and I have a worksheet containing 700+ customer satisfaction survey responses. Each row is a survey with a 1-5 or NA response to 5 questions. It looks like the following:
+-Agent--+--Q1--+--Q2--+--Q3--+
| | | | |
| Jeff | 5 | 5 | 5 |
+--------+------+------+------+
| James | 1 | 1 | 1 |
+--------+------+------+------+
| Jack | 5 | 5 | 5 |
+--------+------+------+------+
| Jeff | 3 | NA | 5 |
+--------+------+------+------+
| Jeff | NA | NA | 3 |
+--------+------+------+------+
| James | 5 | 5 | 5 |
+--------+------+------+------+
| ... | ... | ... | ... |
+--------+------+------+------+
I want to create a worksheet listing each agent in column A and the average of all of questions answered regarding them. I tried a formula like AVERAGEIF(SurveyResponses!A2:A7,A2,SurveyResponses!B2:D7) where A2 contains the agent's name, but it doesn't appear to work properly.
For example, I get a 5.00 average for some agents when it should be a 4.61. When I look in the Function Arguments screen for my AVERAGEIF on this person, it looks like it recognizes the values properly. The Average_rage shows {"NA","NA","NA","NA",1;5,5,5,5,5;5,... but the returned value below that says = 5 which is not right since there is a 1.
Can anyone guide me in the right direction?
AVERAGEIF works like SUMIF, the second range used is actually the same size and shape as the first range, starting with the top left cell, so when you use this
=AVERAGEIF(SurveyResponses!A2:A7,A2,SurveyResponses!B2:D7)
because the first range is a single column then the second range used must be too (there's a 1 to 1 relationship between the cells) so because the top left cell in SurveyResponses!B2:D7 is SurveyResponses!B2 the range begins there and is the same size and shape as SurveyResponses!A2:A7
....so you are actually getting this....
=AVERAGEIF(SurveyResponses!A2:A7,A2,SurveyResponses!B2:B7)
AVERAGEIF help does tell you that but it isn't very clear
If you want the ranges to be different sizes you need an "array formula" like this
=AVERAGE(IF(SurveyResponses!A2:A7=A2,SurveyResponses!B2:D7))
You need to confirm that with CTRL+SHIFT+ENTER so that curly braces appear around the formula in the formula bar. That formula will count any blanks as zeroes but ignore text values like NA
Easiest way to do this would be a pivot table. They look scary, but they're fairly easy to use. Rows = names, Columns = Q, Average for the answers.

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