I created a saved search on sales orders to calculate days between order date and ship date, grouped and averaged by class (the formula is cased to distinguish between 'Wholesale' class and all others). The numeric formula is:
CASE WHEN {class} = 'Wholesale' THEN {actualshipdate} - {startdate} ELSE {actualshipdate} - {shipdate} END
The summary type for the formula result is average. The summary-level results have way too many decimal places. Is there a way to round the summarized results to a pre-defined number of digits?
I have tried using the ROUND() function, both inside the CASE statement and as a wrap-around. I've also looked through general preferences for rounding defaults and haven't found any.
In order to round the result, you should implement you own average calculation and rounding.
Add the following result field besides the class grouping field that you already have:
Field : Formula (Numeric)
Summary Type : Maximum
Formula : ROUND(SUM(CASE WHEN {class} = 'Wholesale' THEN {actualshipdate} - {startdate} ELSE {actualshipdate} - {shipdate} END) / COUNT({internalid})),2)
Basically, you are doing here your own analytics.
Since the results are grouped, each result fields contains the whole result set of this field which allows you to add analytical functions on this group.
The summary type is MAXIMUM, just in order to show one result, so it can also be min or avg, no difference.
The function is calculating the sum of your formula and dividing it by the records count to get the average.
Related
I have a table on Excel with data as the following:
Meaning, I have different JPH based on the %SMALL unit and the number of active stations.
I need to create a matrix like the following (with %SMALL on horizontal and STATIONS on vertical axes):
And the formula for each cell should:
Take the input of Stations (column "B")
Check, for that specific Stations number, the amount of data on the other table (like make a filter on STATIONS for the specific number)
Perform an VLOOKUP for checking the JPH based on the %SMALL value on row 2
Interpolate for the exact JPH value, if not found on table
For now, I was able to create the last part (the VLOOKUP and the interpolation), with the following:
=IFERROR(VLOOKUP(C2;'EARLY-STATIONS'!$F:$H;3;FALSE);AVERAGE(OFFSET(INDEX('EARLY-STATIONS'!$H:$H;MATCH(C2;'EARLY-STATIONS'!$F:$F;1));0;0;2;1)))
The problem I'm facing is than with this, the calculation is not checking the number of stations, so the Iteration is not accurate.
Unfortunately I cannot use VBA macros to solve this.
Any clue?
This is an attempt because more clarity is needed in terms of all possible scenarios to consider, based on different input data and how to understand the "extrapolation" process. This approach understands as extrapolation the average of two values (lower and greater), but the idea can be customized to any other way to calculate it. Per tags listed in the question I assume there is no Excel version constraint. This is O365 solution:
=LET(sm, A2:A10, st, B2:B10, jph, C2:C10, smx, F1:J1, sty, E2:E4, NULL, "",
GETLk, LAMBDA(x,y,mode, FILTER(jph, (st=y)
* (sm = INDEX(sm, XMATCH(x, sm, mode))), NULL)),
GET, LAMBDA(x,y, LET(f, FILTER(jph, (jph=GETLk(x,y, 1))
+ (jph=GETLk(x,y, -1)), NULL), IF(#f=NULL, NULL, AVERAGE(f)))),
HREDUCE, LAMBDA(yi, DROP(REDUCE("", smx, LAMBDA(ac,x,
HSTACK(ac, GET(x, yi)))),,1)),
DROP(REDUCE("", sty, LAMBDA(ac,y, VSTACK(ac, HREDUCE(y)))),1))
The above formula spills the entire result, I don't think for this case you can use a LOOKUP-like function.
Here is the output:
The highlighted cells where the average is calculated.
Explanation
The main idea is to use DROP/REDUCE/HSTACK/VSTACK pattern to generate the grid. Check my answer to the following question: how to transform a table in Excel from vertical to horizontal but with different length on how to apply it.
We use two user LAMBDA functions to abstract some calculations:
GETLk(x,y,mode), filters jph name based on %SMALL and Stations columns values, based on input values x (x-axis value from the grid), y (y-axis value form the grid) respectively. The third input argument mode, is for doing the approximate search in XMATCH (1-next largest, -1 next smallest). In case the value exist in the input table, XMATCH returns the same value in both cases.
GET(x,y) has the logic to find the value or if the value doesn't exist to calculate the average. It uses the previous LAMBDA function GETLk. We filter for jph values that match the input values (x,y), but we use an OR condition in the FILTER (+), to select both lower or greater values. If the value exist, returns just one value otherwise two values are returned by FILTER (f). Finally if f is not empty we return the average, otherwise the value we setup as NULL.
HREDUCE: Concatenate the result by columns for a given row of the grid. Check the referred question for more information about it.
I would like to know how does Excel think to calculate the values on the function PERCENTILE.INC. I'm making some studies on Percentile and Quartile, I got the below results:
How does Excel think to calculate the values on column F?
Here's the formulas I'm using:
=PERCENTILE.INC(B2:B21; 0,75) ==> F2
=PERCENTILE.INC(B2:B21; 0,50) ==> F3
=PERCENTILE.INC(B2:B21; 0,25) ==> F4
=PERCENTILE.INC(B2:B21; 0,00) ==> F5
Short answer - the position of a given percentile when the data is sorted in ascending order, using percentile.inc, is given by
(N-1)p+1
where p is the required percentile as a fraction from 0 to 1 and N is the number of points.
If this expression gives a whole number, you take the value at this position (e.g. percentile zero gives 1, so its value is exactly 22). If it's not a whole number, you interpolate between the value at the position given by the whole number part (e.g. for p=0.25 it's 5 and the value at this position is 52) and the value at the position one higher (in this case position 6 so the number is 55), then multiply the difference of the two values (3) by the fraction part (0.75) giving you 2.25 and finally add this to the lower of the two values giving you 54.25. A shorter way of saying this is that you go a quarter of the way between the two nearest values. So you have:
If you wished to show the logic as an Excel formula, you could implement the expression shown here on the right (where h, in the second column of the table, is the position calculated from the formula above and x is the value at that position)
like this:
=LET(p,J3,
range,I$2:I$21,
N,COUNT(range),
position,(N-1)*p+1,
lower,FLOOR(position,1),
fraction,MOD(position,1),
upper,CEILING(position,1),
lowerValue,INDEX(range,lower),
upperValue,INDEX(range,upper),
difference,upperValue-lowerValue,
lowerValue+fraction*difference)
I am trying to extract some data out of a large table of data in Excel. The table consists of the month, the agent's name, and either a 1 if they made a sale or a 0 if they did not.
What I would like to do is plug in a Month value into one cell, then have it spit out a count of how many agents made their first sale that month.
Sample Data and Input Output area
I found success by creating a secondary table for processing a minif and matching to agent name, then countif in that table's data how many sales months matched the input month. However I would like to not have a secondary table and do this all in one go.
=IF(MINIFS(E2ERawData[Date Group],E2ERawData[Agent],'Processed Data'!B4,E2ERawData[E2E Participation],1)=0,"No Sales",MINIFS(E2ERawData[Date Group],E2ERawData[Agent],'Processed Data'!B4,E2ERawData[E2E Participation],1))
=COUNTIFS(ProcessedData[Month of First E2E Sale],H4)
Formula in column F is:
=MAX(0;COUNTIFS($A$2:$A$8;E3;$C$2:$C$8;1)-SUM(COUNTIFS($A$2:$A$8;"<"&E3;$C$2:$C$8;1;$B$2:$B$8;IF($A$2:$A$8=E3;$B$2:$B$8))))
This is how it works (we'll use 01/03/2022 as example)
COUNTIFS($A$2:$A$8;E3;$C$2:$C$8;1) This counts how many 1 there are for the proper month (in our example this part will return 2)
COUNTIFS($A$2:$A$8;"<"&E3;$C$2:$C$8;1;$B$2:$B$8;SI($A$2:$A$8=E3;$B$2:$B$8)) will count how many 1 you got in previous months of the same agents (in our example, it will return 1)
Result from step 2, because it's an array formula, we sum up using SUM() (in our example, this return 1)
We do result from step 1 minus result from step 3 (so we get 1)
Finally, everything is inside a MAX function to avoid negative results (February would return -1 because there were no sales at all and agent B did a sale on January, so it would return -1. To avoid this, we force Excel to show biggest value between 0 and our calculation)
NOTE: Because it's an array formula, depending on your Excel version maybe you must introduce pressing CTRL+ENTER+SHIFT
If one has got access to the newest functions:
=LET(X,UNIQUE(C3:C9),VSTACK({"Month","Total of First time sales"},HSTACK(X,BYROW(X,LAMBDA(a,SUM((C3:C9=a)*(MINIFS(C3:C9,D3:D9,D3:D9,E3:E9,1)=C3:C9)))))))
I want to find the value of a T-distribution for a level of significance set at 5% and degrees of freedom equaling 10 in an excel sheet. When manually calculating from a table, I found the value is 2.228, but Excel gives a value of 0.961. Am I doing something wrong here?
I used the following equation in Excel for the two-tailed test.
T.DIST.2T(0.05,10) = 0.961
This is the t-distribution table.
From this table, the value for the 5% level of significance and 10 degrees of freedom is 2.228.
The function to find critical value needs to be inverse function. If you refer to the T.DIST.2T function documentation, you can observe that X argument is the value at which to evaluate the distribution; not level of significance.
What you need is the inverse function T.INV.2T function documentation.
T.INV.2T(0,05;10) = 2,228138852
This question relates to the Schematiq add-in for Microsoft Excel.
Using =tbl.Lookup(table, columnsToSearch, valuesToFind, resultColumn, [defaultValue]) the values in the valuesToFind column have a consistent 3 characters to the left and then varying characters after (e.g. 908-123456 or 908-321654 - i.e. 908 is always consistent)
How can I tell the function to lookup the value based on the first 3 characters only? The expected answer should be the sum of the results of the above, i.e. 500 + 300 = 800
tbl.Lookup() works by looking for an exact match - this helps ensure it's fast but in this case it means you need an extra step to calculate a column of lookup values, something like this:
A2: =tbl.CalculateColumn(A1, "code", "x => LEFT(x, 3)", "startOfCode")
This will give you a new column that you can use for the columnsToSearch argument, however tbl.Lookup() also looks for just one match - it doesn't know how to combine values together if there is more than one matching row in the table, so I think you also need one more step to group your table by the first 3 chars of the code, like this:
A3: =tbl.Group(A2, "startOfCode", "amount")
Because tbl.Group() adds values together by default, this will give you a table with a row for each distinct value of startOfCode and the subtotal of amount for each of those values. Finally, you can do the lookup exactly as you requested, which for your input table will return 800:
A4: =tbl.Lookup(A3, "startOfCode", "908", "amount")