I am trying to build a formula in excel, that will do a running count of dates within a specified date range for an item. For example: Item A has a Start Date of 7/15 and an End Date of 7/18. I need a formula that will "tally" or add "1" to a running count for 7/15, 7/16, 7/17, 7/18 in another column that has a comprehensive list of dates. How can I do this?
EXAMPLE ATTACHED AS LINK
Well... Some examples would be helpful, but it sounds like you're looking for countifs.
If we create two excel tables, one called Items with Start and End dates:
Title Start End
ItemA 7/15/2017 7/18/2017
ItemB 7/16/2017 7/20/2017
And one called Dates which counts the Items
Date Count
7/15/2017 1
7/16/2017 2
7/17/2017 2
7/18/2017 2
7/19/2017 1
7/20/2017 1
Then our formula in the Count column of Dates would be
=COUNTIFS(Items[Start],"<="&[#Date],Items[End],">="&[#Date])
In plain english, this is saying "Count all items in Table Items where the value in the Start column is less than or equal to the value in my Date column and the End column is greater than or equal to the value in my Date column. Note that these formulas are entirely in Excel Table format, which makes for more readable formulas. If we want A1 notation, we will assume that the Items table starts at A1, which would result in the following formula:
=COUNTIFS($B$2:$B$3,"<="&$E2,$C$2:$C$3,">="&$E2)
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 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 a list of entries on a spreadsheet with a date and a percentage score. I need help in devising a formula whereby a user can select a month end date (i.e. 31 Jan) from a drop down and the average percentage of the last 15 entries will be returned.
There may be multiple entries on the same date but only the last 15 (based on the month end date) should be used. For simplicity the entries would be input in date order.
Let me know if you require any further information.
Thank you
P
Assuming your dates are in column A, the values in column B and the dropdown in D2:
=AVERAGE(OFFSET(B1,MATCH(D2,A:A,1)-1,0,-15,1))
*For this to work, your data will need to be sorted in date order!
**Also won't work if there are less than 15 rows (I assume this wouldn't be the case anyway)
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$1&"]"),1,FALSE)),"No","Yes")
for the next column in Table1, so that when I change the value in F1, it will look for that column name in Table2, and let me know if it is found.
I have one excel file which is having data like following
CUSIP Quantity Date Price
AF0 500000 5/6/2013 1
AE4 400000 5/6/2013 1.0825
AE4 500 5/6/2013 1
I need to check for column CUSIP and Date
If I'm having duplicate CUSIP for same date then I need to do following calculation.
1.Need to add Quantity for both of them instead of showing duplicate records need to show only one record( sum of Quantity).
2.Need to do calculation on Price as well like following
NewPrice = ((400000 * 1.0825) + (500 * 1.00))/(400000 + 500) = 1.08148
For example in using above data
Need to show output like
CUSIP Quantity Date Price
AF0 500000 5/6/2013 1
AE4 400500 5/6/2013 1.082397004
How do I achieve this in excel file using LOOKUP or else ?
Okay, after quite some research (interesting question by the way!), I came up with this:
=IF(COUNTIF($A$2:A2,A2)>1,"",SUMIF(A:A,A2,B:B))
=IF(COUNTIF($A$2:A2,A2)>1,"",SUMPRODUCT(--(A:A=A2),B:B,D:D)/SUMIF(A:A,A2,B:B))
Put these in cell D2 and E2 respectively (which is the next column after Price and in the row of CUSIP AF0).
And fill to the bottom of the worksheet to get the weighted average price or each CUSIP.
The first formula gives you the total quantity for the CUSIP and the second gives you the average price.
Copy and paste values for those two columns after calculation.
Put a filter and remove all the rows where the total quantity and average price is blank, and sort to make the worksheet neat.
Let me know if this works for you! I tried it on your sample data and it seems to be working. It's my first time using SUMPRODUCT ^^;
SUMPRODUCT(--(A:A=A2)
This bit returns the rows from column A where it equals to the row's CUSIP.
SUMPRODUCT(--(A:A=A2),B:B,D:D
This additional bit tells excel to multiply the values in column B and D of each returned row found above and SUMPRODUCT adds each result together.
EDIT:
I actually forgot about the date. You could maybe add a helper column where you'll generate an identifier to separate the different dates. To make it, you'll have to make a concatenate.
Hence in cell F2, you put:
=CONCATENATE(A2,C2)
In the formulae for cells D2 and E2, you will have to change them so they become:
=IF(COUNTIF($F$2:F2,F2)>1,"",SUMIF(A:A,A2,B:B))
=IF(COUNTIF($F$2:F2,F2)>1,"",SUMPRODUCT(--(A:A=A2),B:B,D:D)/SUMIF(A:A,A2,B:B))
reEDIT: Oops, put the wrong reference. Fixed now.