Can't get right autofill on specific case number - excel

I have a column with specific case numbers, which look like 1/2017, 2/2017, etc. The series can go until infinite (I don't know for sure how many cases I will have), but it would be nice to be able to use autofill. If I select the first 3 values and drag down the fill handle, I get 1/2018, 2/2018, 3/2018. I would need exactly the opposite, to linearly change the first number and leave 2017 alone. The formatting of the column is General. Should I create a custom formatting and/or block the changing of the 2017 somehow? (I know that you can block a value of a cell from changing with the $ operator)
Thanks.

Put 1 in a cell and 2 in an adjacent cell. Use a custom number format of 0/\2\0\1\7 (which excel will auto-repair to 0/2\017). Fill as necessary.
Remember that you are now looking for 1, 2, etc in VLOOKUP's or any other cell comparison or matching.

Related

Conditional formatting based on number and symbol

This is an odd question. I have an issue I need to highlight a cell based on value, but it has a symbol in it and I cNt remove the symbol.
Value ranges are 1+ 3+ 5+ etc..
Need to highlight for each series higher than 1 but less than 3. Higher than 3 but less than 7. Etc...
Hope that makes sense.
Thanks
Casey
You should still be able to evaluate the number with the symbol after it, Excel should treat it as text where 1+ is still less than 3+ or 5+ is greather than 3+.
In your conditional formatting the rule would look something like this;
Cell Value <= $D$1
Where $D$1 is your selectable list which i'm assuming is possibly a validation list.
The format for the condition is whichever color you want it to highlight, and the Applies to part of the condition would be the range that you want to check against i.e. =$A:$A where all the 1+,3+,5+ numbers are.
This doesn't get you the whole answer but it should point you in the direction of setting your conditional formats.

`10/2` evaluates to `42279.00`?

In Excel, I have a cell value as number format, say 10/2. It displays as 10/2 but I would like 5.00.
It evaluates to 5.00 if I add an = before it i.e, =10/2, but I don't want to have to edit around 500 rows of that column.
I tried to use VALUE function but it evaluates it to 42279.00:
Cell B1 10/2
Cell B2 42279.00
Another data example is: 100/20.
Can you please tell me what has gone wrong, or is there any approach to get the cell value 10/2 to be evaluated to 5.00?
Please try applying a formula of the following kind to all your data:
=MONTH(B1)/DAY(B1)
Having done so you may select the results, Copy and Paste Special over their source (assumed to be ColumnB) and then delete the formulae.
Excel has, trying to be helpful, interpreted your entries as dates - the above should reverse the coercion.
Since now it seems not all entries have been coerced into dates, I suggest for those that have not:
=LEFT(B1,FIND("/",B1)-1)/MID(B1,FIND("/",B1)+1,LEN(B1))
The problem is that you’re putting in what you’re thinking of as a calculation (ten divided by 2), but you’re not saying it’s a calculation (no “=”) so excel is looking at it as a value. When it looks at “10/2” it thinks “that’s a date, October second!” and it treats it as a date.
Dates are actually kept as numbers. If you had the column formatted as date or general, it could display as a date. But I’m guessing you have the column formatted as a number so it’s giving you the numeric representation of October 2, 2015.
The bad news is that as far as I know you would have to get the “=” in somehow, or do the calculation and replace it with 5 (10 divided by two would never be other than 5. If the latter you could select the column and do a replace 42279 with 5.

Using SUMIFS with multiple AND OR conditions

I would like to create a succinct Excel formula that SUMS a column based on a set of AND conditions, plus a set of OR conditions.
My Excel table contains the following data and I used defined names for the columns.
Quote_Value (Worksheet!$A:$A) holds an accounting value.
Days_To_Close (Worksheet!$B:$B) contains a formula that results in a number.
Salesman (Worksheet!$C:$C) contains text and is a name.
Quote_Month (Worksheet!$D:$D) contains a formula (=TEXT(Worksheet!$E:$E,"mmm-yy"))to convert a date/time number from another column into a text based month reference.
I want to SUM Quote_Value if Salesman equals JBloggs and Days_To_Close is equal to or less than 90 and Quote_Month is equal to one of the following (Oct-13, Nov-13, or Dec-13).
At the moment, I've got this to work but it includes a lot of repetition, which I don't think I need.
=SUM(SUMIFS(Quote_Value,Salesman,"=JBloggs",Days_To_Close,"<=90",Quote_Month,"=Oct-13")+SUMIFS(Quote_Value,Salesman,"=JBloggs",Days_To_Close,"<=90",Quote_Month,"=Nov-13")+SUMIFS(Quote_Value,Salesman,"=JBloggs",Days_To_Close,"<=90",Quote_Month,"=Dec-13"))
What I'd like to do is something more like the following but I can't work out the correct syntax:
=SUMIFS(Quote_Value,Salesman,"=JBloggs",Days_To_Close,"<=90",Quote_Month,OR(Quote_Month="Oct-13",Quote_Month="Nov-13",Quote_Month="Dec-13"))
That formula doesn't error, it just returns a 0 value. Yet if I manually examine the data, that's not correct. I even tried using TRIM(Quote_Month) to make sure that spaces hadn't crept into the data but the fact that my extended SUM formula works indicates that the data is OK and that it's a syntax issue. Can anybody steer me in the right direction?
You can use SUMIFS like this
=SUM(SUMIFS(Quote_Value,Salesman,"JBloggs",Days_To_Close,"<=90",Quote_Month,{"Oct-13","Nov-13","Dec-13"}))
The SUMIFS function will return an "array" of 3 values (one total each for "Oct-13", "Nov-13" and "Dec-13"), so you need SUM to sum that array and give you the final result.
Be careful with this syntax, you can only have at most two criteria within the formula with "OR" conditions...and if there are two then in one you must separate the criteria with commas, in the other with semi-colons.
If you need more you might use SUMPRODUCT with MATCH, e.g. in your case
=SUMPRODUCT(Quote_Value,(Salesman="JBloggs")*(Days_To_Close<=90)*ISNUMBER(MATCH(Quote_Month,{"Oct-13","Nov-13","Dec-13"},0)))
In that version you can add any number of "OR" criteria using ISNUMBER/MATCH
You can use DSUM, which will be more flexible. Like if you want to change the name of Salesman or the Quote Month, you need not change the formula, but only some criteria cells. Please see the link below for details...Even the criteria can be formula to copied from other sheets
http://office.microsoft.com/en-us/excel-help/dsum-function-HP010342460.aspx?CTT=1
You might consider referencing the actual date/time in the source column for Quote_Month, then you could transform your OR into a couple of ANDs, something like (assuing the date's in something I've chosen to call Quote_Date)
=SUMIFS(Quote_Value,"<=90",Quote_Date,">="&DATE(2013,11,1),Quote_Date,"<="&DATE(2013,12,31),Salesman,"=JBloggs",Days_To_Close)
(I moved the interesting conditions to the front).
This approach works here because that "OR" condition is actually specifying a date range - it might not work in other cases.
Quote_Month (Worksheet!$D:$D) contains a formula (=TEXT(Worksheet!$E:$E,"mmm-yy"))to convert a date/time number from another column into a text based month reference.
You can use OR by adding + in Sumproduct. See this
=SUMPRODUCT((Quote_Value)*(Salesman="JBloggs")*(Days_To_Close<=90)*((Quote_Month="Cond1")+(Quote_Month="Cond2")+(Quote_Month="Cond3")))
ScreenShot
Speed
SUMPRODUCT is faster than SUM arrays, i.e. having {} arrays in the SUM function. SUMIFS is 30% faster than SUMPRODUCT.
{SUM(SUMIFS({}))} vs SUMPRODUCT(SUMIFS({})) both works fine, but SUMPRODUCT feels a bit easier to write without the CTRL-SHIFT-ENTER to create the {}.
Preference
I personally prefer writing SUMPRODUCT(--(ISNUMBER(MATCH(...)))) over SUMPRODUCT(SUMIFS({})) for multiple criteria.
However, if you have a drop-down menu where you want to select specific characteristics or all, SUMPRODUCT(SUMIFS()), is the only way to go. (as for selecting "all", the value should enter in "<>" + "Whatever word you want as long as it's not part of the specific characteristics".
In order to get the formula to work place the cursor inside the formula and press ctr+shift+enter and then it will work!
With the following, it is easy to link the Cell address...
=SUM(SUMIFS(FAGLL03!$I$4:$I$1048576,FAGLL03!$A$4:$A$1048576,">="&INDIRECT("A"&ROW()),FAGLL03!$A$4:$A$1048576,"<="&INDIRECT("B"&ROW()),FAGLL03!$Q$4:$Q$1048576,E$2))
Can use address / substitute / Column functions as required to use Cell addresses in full DYNAMIC.

Excel - i can only seem to "highlight" non-duplicate/non-unique values

I have some data.
I would like to find the "unique" values in the data. That is, not any data that was duplicated.
To be clear:
A
B
C
A
B
I want
C
I do not particularly care if this makes a new column of modifies the existing column. I do not, however, want to get C highlighted - my data sets are v. large and i really don't want to be scrolling along finding hyper-color yellow entries.
(I have a sneaking suspiscion this has been asked before, but given the dual connotations of "unique", it is kind of hard to search for it here)
Its a standard option of conditional formatting
Duplicate is the default, But the box allows unique too
That menu is accessed from home tab > conditional formatting > new rule
be sure to set a format for the cell then
Conditional Formatting and Filtering is much the simplest, but if you really want a formula to obtain the unique values in a different column:
=IF(COUNTIF($A$5:$A$15,A5)=1,A5,"")
This assumes the original data is in A5:A15, and this formula is entered into another column and copied down the same number of rows. You'll end up with a load of blank cells though. You'll need to copy/paste-special values, then sort in descending order (or filter) this list so that the blanks are at the bottom and can be deleted.
Actually, slightly better would be:
=IF(COUNTIF($A$5:$A$15,A5)=1,A5,"zzz")
because, after copy/paste-special values, you can sort in ascending order and you can see the values (at the bottom) that you need to delete.

Excel: parse text as formula

I would like to have part of an excel formula be dynamic, other than a cell reference.
For instance, suppose that in column A (cells A1:A99) I have a bunch of numbers, and I want to know how many of those numbers are greater than 50.
If I wanted this calculation to be static, I could simply use one of the following:
=COUNTIF($A$1:$A$99,">50")
=SUM(IF($A$1:$A$99>50,1,0))
=SUM(($A$1:$A$99>50)*1)
I mention all three because my actual formula is hairy and a bit of a mix of the second and the third. (After all, perhaps something will work with COUNTIF but not with the others.)
Now, I want to be able to type my condition in another cell (say C1). So if I type ">50" in C1, my calculation will be as above, but if I type "<100" I will count how many entries of column A are less than 100.
Is this possible? (I am using Excel 2003 on Windows XP.)
There may be something that I'm missing.
If you give
=COUNTIF($A$1:$A$99,C1)
in any cell, and then in cell C1 you type >50 or <100
don't you get what you want?
Use INDIRECT
=INDIRECT(COUNTIF($A$1:$A$99,">50"))
is same as
=COUNTIF($A$1:$A$99,">50")
But, as you identified, the former, you can generate within the excel cells! I do it all the time, for such things.
I usually solve this by adding another column carrying the result of a complex logical expression, like
=AND(OR(C3<D3;E3>=100);A3=VLOOKUP(B3;Sheet2!$A$2:$B$212;2;FALSE))
this formula is in all rows of -say- column F - note: no IF needed here!
then I calculate a complex conditional sum across column E using =SUMIF() like
=SUMIF(F2:F57;TRUE;E2:E57)
I know that some users say "I do not want to change my design. That's ok; my argument is that I have better control over the condition, I can work on the condition seperately from summing up or other functions that rely on that condition, and I can filter records for TRUE or FALSE to look at the subsets and have a rapid overview if the formula makes sense
hope that helps Good luck MikeD

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