I am trying to sum values based on another text column.
Let's say my data look like this:
date item amount
4/3/03 book 100
8/3/05 rent 1090
5/6/06 food 5
2/7/09 repair 390
8/3/10 rent 1090
so I want to sum all the spendings (amount) when the "item" section is NOT equal to "rent", but I dont just want a grand sum, I just want a sum that's up to that date.
So the desired output (last column, subtotal) should look something like this:
date item amount subtotal
4/3/03 book 100 100
8/3/05 rent 1090 100
5/6/06 food 5 105
2/7/09 repair 390 495
8/3/10 rent 1090 495
I've tried to sum it up while filtering the rolls to only show anything but rent, but when I clear the filter, all the numbers will sum INCLUDING rent.
I've also tried using SUMIF (I named the top cell in "Amount" column as "first_amount"):
=SUMIF(C2,"rent",first_amount:E2)
But I dont think I'm using it correctly or maybe it just doesn't work. It shows no value whatsoever.
I found this post and read through the function pages, but still am not being able to do what I wanted to do:
Excel summing values based on multiple conditions
BONUS:
What if I want to exclude both "rent" and "food"?
I'm sure there's a very simple solution out there that I am just too dumb to think of. Any hint/help is truly appreciated!
Assuming A1 is the first cell make D1:
=SUMIF($B$2:B2, "<>rent", $C$2:C2)
Related
I'm looking for a solution for a problem I'm facing in Excel. This is my table simplified:
Every sale has an unique ID, but more people can have contributed to a sale. the column "name" and "share of sales(%)" show how many people have contributed and what their percentage was.
Sale_ID
Name
Share of sales(%)
1
Person A
100
2
Person B
100
3
Person A
30
3
Person C
70
Now I want to add a column to my table that shows the name of the person that has the highest share of sales percentage per Sales_ID. Like this:
Sale_ID
Name
Share of sales(%)
Highest sales
1
Person A
100
Person A
2
Person B
100
Person B
3
Person A
30
Person C
3
Person C
70
Person C
So when multiple people have contributed the new column shows only the one with the highest value.
I hope someone can help me, thanks in advance!
You can try this on cell D2:
=LET(maxSales, MAXIFS(C2:C5,A2:A5,A2:A5),
INDEX(B2:B5, XMATCH(A2:A5&maxSales,A2:A5&C2:C5)))
or just removing the LET since maxSales is used only one time:
=INDEX(B2:B5, XMATCH(A2:A5&MAXIFS(C2:C5,A2:A5,A2:A5),A2:A5&C2:C5))
On cell E2 I provided another solution via MAP/XLOOKUP:
=LET(maxSales, MAXIFS(C2:C5,A2:A5,A2:A5),
MAP(A2:A5, maxSales, LAMBDA(a,b, XLOOKUP(a&b, A2:A5&C2:C5, B2:B5))))
similarly without LET:
=MAP(A2:A5, MAXIFS(C2:C5,A2:A5,A2:A5),
LAMBDA(a,b, XLOOKUP(a&b, A2:A5&C2:C5, B2:B5)))
and here is the output:
Explanation
The trick here is to identify the max share of sales per each group and this can be done via MAXIFS(max_range, criteria_range1, criteria1, [criteria_range2, criteria2], ...). The size and shape of the max_range and criteria_rangeN arguments must be the same.
MAXIFS(C2:C5,A2:A5,A2:A5)
it produces the following output:
maxSales
100
100
70
70
MAXIFS will provide an output of the same size as criteria1, so it returns for each row the corresponding maximum sales for each Sale_ID column value.
It is the array version equivalent to the following formula expanding it down:
MAXIFS($C$2:$C$5,$A$2:$A$5,A2)
INDEX/XMATCH Solution
Having the array with the maximum Shares of sales, we just need to identify the row position via XMATCH to return the corresponding B2:B5 cell via INDEX. We use concatenation (&) to consider more than one criteria to find as part of the XMATCH input arguments.
MAP/XLOOKUP Solution
We use MAP to find for each pair of values (a,b) per row, of the first two MAP input arguments where is the maximum value found for that group and returns the corresponding Name column value. In order to make a lookup based on an additional criteria we use concatenation (&) in XLOOKUP first two input arguments.
If I'm trying to find specific names in a list given from my pivot table such as -
Row Labels Revenues Order #
Panera 25 0
Pasta 15
Salad 10
Olive Garden 40 0
Sandwich 20
Pasta 20
Panda Express 30 0
Rice 15
Chicken 15
And I want to search through my document, find Olive Garden and Panda Express and I wanted to replace the 0 in the order # column with 10 for Olive Garden and 20 for Panda Express. Currently, someone here helped me out with
=IF(IFERROR(VLOOKUP(A9,worksheet!K:K,1,FALSE),"")="","",0)
which inserts 0's for the headers and blanks for the orders in the 'Order #' column, can I add a second formula that would find the names and replace the value in that column? Or adjust the current formula?
Quick note - order # column is not from the pivot table.
To make it more clear, - I am getting data from an external source (i.e. paper invoices), as opposed to making a manual entry to adjust the 0's in the order # column, I would like to tell VBA/Excel - "hey Olive Garden's order number is 10 and Panda Express's order number changed to 20, adjust".
this is my end goal -
Row Labels Revenues Order #
Panera 25 0
Pasta 15
Salad 10
Olive Garden 40 10
Sandwich 20
Pasta 20
Panda Express 30 20
Rice 15
Chicken 15
If you have a range with the restaurant names in one column and the order numbers in the next column (say columns X and Y of the sheet called "worksheet"), you could change your formula to be
=IF(IFERROR(MATCH(A9,worksheet!K:K,0),"")="","",IFERROR(VLOOKUP(A9,worksheet!X:Y,2,FALSE),0))
(P.S. Changed the original VLOOKUP to MATCH based on useful feedback from teylyn.)
FWIW, that formula would be better using MATCH, not VLookup, since it's returning the value from the first column.
But back on track: what are you trying to achieve? Change the values in a pivot table?
First, a formula cannot change values in another cell.
Second, a pivot table reports on existing data. You can't change the numbers that a pivot table reports.
You will need to re-think your approach. If you don't like the numbers the pivot table returns, you'll need to change the underlying source data.
I have tried to use the following formula when trying to find the max date of these columns based on the employee number in my hundreds of thousands lines of data. The formula bar gives me 'yes' when it is the max, however in my cell it says 'no'. I cannot figure out what the issue is. Thanks for the help.
Tamara
Excel Max date formula Image
Formula used: =IF(AQ2=MAX(IF($C:$C=C2,$AQ:$AQ)),"YES","NO")
A B Employee Number Max?
11-Mar-13 12-Mar-13 199 NO
24-Mar-13 26-Mar-13 199 NO
1-Aug-13 6-Aug-13 199 NO
22-Dec-13 27-Dec-13 199 NO
15-Apr-13 17-Apr-13 206 NO
18-Apr-13 18-Apr-13 206 NO
8-Aug-13 10-Aug-13 206 NO
17-Oct-13 18-Oct-13 206 NO
25-Dec-13 20-Feb-14 206 YES
8-May-13 8-May-13 214 NO
You can also accomplish this without an array is all of the dates for a specific employee ID are unique--that is, you won't have two of the same date. In this case, the following formula will check that (a) the number of dates with employee ID is equal to (b) the number of dates with employee ID that are less than or equal to the current employee ID. This will only be true for the "max" date for said employee id:
=IF(COUNTIFS($C:$C,C2)=COUNTIFS($C:$C,C2,$A:$A,"<="&A2),"Yes","No")
If I understand your question correctly, you want to find the set of dates with the largest time span in between said dates. If this is the case, then I would recommend using two seperate fucntions, the =DAYS360 function and the =MAX function.
I have re-created your sheet and it will end up looking similar to this:
Here is the same picture of the same sheet with functions revealed, so that you can see how the functions are used:
The =DAYS360 function takes two inputs, and return the number of days in between two dates. The max function simply finds the largest number in a range. Please let me know if this helped.
EDIT: Also, if you want to see the actual word Max next to the largest date range, you can nest the Max fucntion from my column E within an If function, like this:
=IF(MAX(D:D)=D2,"Max","")
If I understand you correctly, do you want "YES" to appear for each employee's max date range? Assuming column AQ contains the spans between dates in columns A and B (i.e. =B2-A2 copied down), your formula should work.
This only works as an array formula, so make sure you press CTRL+SHIFT+ENTER when entering the formula, then copy it down to all cells in the same column.
=IF(AQ2=MAX(IF($C:$C=C2,$AQ:$AQ)),"YES","NO"), entered in D2 using CTRL+SHIFT+ENTERand copied down produces the following:
A B C D ... AQ
11-Mar-13 12-Mar-13 199 NO 1
24-Mar-13 26-Mar-13 199 NO 2
1-Aug-13 6-Aug-13 199 YES 5
22-Dec-13 27-Dec-13 199 YES 5
15-Apr-13 17-Apr-13 206 NO 2
18-Apr-13 18-Apr-13 206 NO 0
8-Aug-13 10-Aug-13 206 NO 2
17-Oct-13 18-Oct-13 206 NO 1
25-Dec-13 20-Feb-14 206 YES 57
8-May-13 8-May-13 214 YES 0
If you are simply looking for the greatest date range, the formula =IF(E2=MAX($E:$E),"YES","NO") entered in D2 and copied down will do the trick.
My question is similar to one asked here, but I am having trouble making this work for my situation given my data. I have a data set that uses seeded numbers in row 1 that I use to index match columns. This is because there are drop-down menus that change the match column based on user selection. So the the columns cannot be directly referenced. My data very roughly looks like this:
45 46 50 28
Route
CCS 500 325 40 200
CCS 370 100 380 10
RCS 90 825 50 999
CCS 100 50 32 358
So when my user makes a selection, the number in AE2 changes to reflect the column seed I want (in example, either 45, 46, 50, or 28). I want to be able to return the Kth largest number in that column that is also "CCS". So lets say the user chooses 46 and I want the 2nd largest number that has "CCS" in Route. So the formula searches row 1 for "46", then once it finds the column with it, it looks down that column for the 2nd largest CCS value -- which is 100. I have tried to modify the formula suggested in the other question, (below) but that just seems to stop at the first observation, and I need it to search all of the observations.
LARGE(IF( 'Program Data'!O:O="CCS", INDEX('Program Data'!$A:$GB,0,(MATCH($AE$2,'Program Data'!$1:$1,0)))),1)
Any tips as to what I'm doing wrong?
Your formula works for me....but it's an "array formula" so you need to confirm with CTRL+SHIFT+ENTER so that curly braces like { and } appear around the formula
I'd like to accomplish the following task. There are three columns of data. Column A represents price, where the sum needs to be kept under $100,000. Column B represents a value. Column C represents a name tied to columns A & B.
Out of >100 rows of data, I need to find the highest 8 values in column B while keeping the sum of the prices in column A under $100,000. And then return the 8 names from column C.
Can this be accomplished?
EDIT:
I attempted the Solver solution w/ no luck. 200 rows looks to be the max w/ Solver, and that is what I'm using now. Here are the steps I've taken:
Create a column called rank RANK(B2,$B$2:$B$200) (used column D -- what is the purpose of this?)
Create a column called flag just put in zeroes (used column E)
Create 3 total cells total_price (=SUM(A2:A200)), total_value (=SUM(B2:B200)) and total_flag (=(E2:E200))
Use solver to minimize total_value (shouldn't this be maximize??)
Add constraints -Total_price<=100000 -Total_flag=8 -Flag cells are binary
Using Simplex LP, it simply changes the flags for the first 8 values. However, the total price for the first 8 values is >$100,000 ($140k). I've tried changing some options in the Solver Parameters as well as using different solving methods to no avail. I'd like to post an image of the parameter settings, but don't have enough "reputation".
EDIT #2:
The first 5 rows looks like this, price goes down to ~$6k at the bottom of the table.
Price Value Name Rank Flag
$22,538 42.81905675 Blow, Joe 1 0
$22,427 37.36240932 Doe, Jane 2 0
$17,158 34.12127693 Hall, Cliff 3 0
$16,625 33.97654031 Povich, John 4 0
$15,631 33.58212402 Cow, Holy 5 0
I'll give you the solver solution as a starting point. It involves the creation of some extra columns and total cells. Note solver is limited in the amount of cells it can handle but will work with 100 anyway.
Create a column called rank RANK(B2,$B$2:$B$100)
Create a column called flag just put in zeroes
Create 3 total cells total_price, total_value and total_flag
Use solver to minimize total_value
Add constraints
-Total_price<=100000
-Total_flag=8
-Flag cells are binary
This will flag the rows you want and you can grab the names however you want.