SUMIFS with multiple criteria and OR - excel

I have seen plenty of posts for SUMIFS with or, but all the examples have a single criteria and an OR. This is usually done with an array like this:
=SUM(SUMIFS(sum_range,criteria_range,{"red","blue"}))
I need to be able to do that, but I need it to have multiple AND criteria and the OR using array or something similar
Like this:
=SUM(SUMIFS(sum_range,criteria_range1,criteria1,criteria_range2,{"red","blue"}))
But it doesn't seem to work.
Help please!

I'm showing you how it works with an example
Have the following table starting in A1:
a|0|1
a|1|2
b|0|1
b|1|2
b|0|1
c|0|1
c|0|1
Then you try this to sum values in the third column (C) where first column (A) is either "a" or "b" (result is 7):
=SUM(SUMIFS(C1:C7, A1:A7, {"a","b"}))
Then try this to sum values in the third column (C) where first column (A) is either "a" or "b" AND the value in second column (B) is 0 (result is 3):
=SUM(SUMIFS(C1:C7, B1:B7, 0, A1:A7, {"a","b"}))
Note that since these formulas contain an array, they are already array formulas. You don't need to force an array formula by using [ctrl]+[shift]+[enter].

Related

Is there a way to scan an entire column based on one cell in another column and pull out a value of the corresponding column?

A
B
C
D
4
1
6
5649
3
8
10
9853
5
2
7
1354
I have two worksheets, for example column A in sheet 1 and columns B-D in sheet 2.
What I want to do is to take one value in Column A, and scan both columns B and C and it is between those two values, then display the corresponding value from column D in a new worksheet.
There could be multiple matches for each of the cell in column A and if there is no match, to skip it and not have anything displayed. Is there a way to code this and somehow create a loop to do all of column A? I tried using this formula, but I think it only matches for each row and not how I want it to.
=IF(AND([PQ.xlsx]Sheet1!$A2>=[PQ.xlsx]Sheet2!$B2,[PQ.xlsx]Sheet1!$A2<[PQ.xlsx]Sheet2!$C2),[PQ.xlsx]Sheet2!$D$2,"")
How do I do this?
Thank you.
I'm not positive if I understood exactly what you intended. In this sheet, I have taken each value in A:A and checked to see if it was between any pair of values in B:C, and then returned each value from D:D where that is true. I did keep this all on a single tab for ease of demonstration, but you can easily change the references to match your own layout. I tested in Excel and then transferred to this Google Sheet, but the functions should work the same.
https://docs.google.com/spreadsheets/d/1-RR1UZC8-AVnRoj1h8JLbnXewmzyDQKuKU49Ef-1F1Y/edit#gid=0
=IFERROR(TRANSPOSE(FILTER($D$2:$D$15, ($A2>=$B$2:$B$15)*($A2<=$C$2:$C$15))), "")
So what I have done is FILTEREDed column D on the two conditions that Ax is >= B:B and <= C:C, then TRANSPOSED the result so that it lays out horizontally instead of vertically, and finally wrapped it in an error trap to avoid #CALC where there are no results returned.
I added some random data to test with. Let me know if this is what you were looking at, or if I misunderstood your intent.
SUPPORT FOR EXCEL VERSIONS WITHOUT DYNAMIC ARRAY FUNCTIONS
You can duplicate this effect with array functions in pre-dynamic array versions of Excel. This is an array function, so it has be finished with SHFT+ENTER. Put it in F2, SHFT+ENTER, and then drag it to fill F2:O15:
=IFERROR(INDEX($D$2:$D$15, SMALL(IF(($A2>=$B$2:$B$15)*($A2<=$C$2:$C$15), ROW($A$2:$A$15)-MIN(ROW($A$2:$A$15))+1), COLUMNS($F$2:F2))),"")
reformatted for easier explanation:
=IFERROR(
INDEX(
$D$2:$D$15,
SMALL(
IF(
($A2>=$B$2:$B$15)*($A2<=$C$2:$C$15),
ROW($A$2:$A$15) - MIN(ROW($A$2:$A$15))+1
),
COLUMNS($F$2:F2)
)
),
"")
From the inside out: ROW($A$2:$A$15) creates an array from 2 to 15, and MIN(ROW($A$2:$A$15))+1 scales it so that no matter which row the range starts in it will return the numbers starting from 1, so ROW($A$2:$A$15) - MIN(ROW($A$2:$A$15))+1 returns an array from 1 to 14.
We use this as the second argument in the IF clause, what to return if TRUE. For the first argument, the logical conditions, we take the same two conditions from the original formula: ($A2>=$B$2:$B$15)*($A2<=$C$2:$C$15). As before, this returns an array of true/false values. So the output of the entire IF clause is an array that consists of the row numbers where the conditions are true or FALSE where the conditions aren't met.
Take that array and pass it to SMALL. SMALL takes an array and returns the kth smallest value from the array. You'll use COLUMNS($F$2:F2) to determine k. COLUMNS returns the number of columns in the range, and since the first cell in the range reference is fixed and the second cell is dynamic, the range will expand when you drag the formula. What this will do is give you the 1st, 2nd, ... kth row numbers that contain matches, since FALSE values aren't returned by SMALL (as a matter of fact they generate an error, which is why the whole formula is wrapped in IFERROR).
Finally, we pass the range with the numbers we want to return (D2:D15 in this case) to INDEX along with the row number we got from SMALL, and INDEX will return the value from that row.
So FILTER is a lot simpler to look at, but you can get it done in an older version. This will also work in Google Sheets, and I added a second tab there with this formula, but array formulas work a little different there. Instead of using SHFT+ENTER to indicate an array formula, Sheets just wraps the formula in ARRAY_FORMULA(). Other than that, the two formulas are the same.
Since FALSE values aren't considered, it will skip those.

How to select a column IF [duplicate]

Is there a formula that returns a value from the first line matching two or more criteria? For example, "return column C from the first line where column A = x AND column B = y". I'd like to do it without concatenating column A and column B.
Thanks.
True = 1, False = 0
D1 returns 0 because 0 * 1 * 8 = 0
D2 returns 9 because 1 * 1 * 9= 9
This should let you change the criteria:
I use INDEX/MATCH for this. Ex:
I have a table of data and want to return the value in column C where the value in column A is "c" and the value in column B is "h".
I would use the following array formula:
=INDEX($C$1:$C$5,MATCH(1,(($A$1:$A$5="c")*($B$1:$B$5="h")),0))
Commit the formula by pressing Ctrl+Shift+Enter
After entering the formula, you can use Excel's formula auditing tools to step through the evaluation to see how it calculates.
SUMPRODUCT definitely has value when the sum over multiple criteria matches is needed. But the way I read your question, you want something like VLOOKUP that returns the first match. Try this:
For your convenience the formula in G2 is as follows -- requires array entry (Ctrl+Shift+Enter)
[edit: I updated the formula here but not in the screen shot]
=INDEX($C$1:$C$6,MATCH(E2&"|"&F2,$A$1:$A$6&"|"&$B$1:$B$6,0))
Two things to note:
SUMPRODUCT won't work if the result type is not numeric
SUMPRODUCT will return the SUM of results matching the criteria, not the first match (as VLOOKUP does)
Apparently you can use the SUMPRODUCT function.
Actually, I think what he is asking is typical multiple results display option in excel. It can be done using Small, and row function in arrays.
This display all the results that matches the different criteria
Here is an answer that shows how to do this using SUMPRODUCT and table header lookups. The main advantage to this: it works with any value, numeric or otherwise.
So let's say we have headers H1, H2 and H3 on some table called MyTable. And let's say we are entering this into row 1, possibly on another sheet. And we want to match H1, H2 to x, y on that sheet, respectively, while returning the matching value in H3. Then the formula would be as follows:
=INDEX(MyTable[H3], ROUND(SUMPRODUCT(MATCH(TRUE, (MyTable[H1] & MyTable[H2]) = ($x1 & $y1),0)),0),1)
What does it do? The sum-product ensures everything is treated as arrays. So you can contatenate entire table columns together to make an array of concatenated valued, dynamically calculated. And then you can compare these to the existing values in x and y- somehow magically you can compare the concatenated array from the table to the individual concatenation of x & y. Which gives you an array of true false values. Matching that to true yields the first match of the lookup. And then all we need to do is go back and index that in the original table.
Notes
The rounding is just in there to make sure the Index function gets back an integer. I got #N/A values until I rounded.
It might be more instructive to run this through the evaluator to see what's going on...
This can easily be modified to work with a non table - just replace the table references with raw ranges. The tables are clearer though, so use them if possible. I found the original source for this here: http://dailydoseofexcel.com/archives/2009/04/21/vlookup-on-two-columns/. But there was a bug with rouding values to INTs so I fixed that.

Excel Vlookup - multiple lookup values?

is it possible to use something like this in vlookup() ?
=vlookup(or(1,2,3,4), a1:c10, 2)
I want to find the first instance in column A that contains the numbers 1-4
You can't use VLOOKUP for this, but you can do it with the help of MATCH.
Try this (using array formula -> ctrl+shift+enter):
{=INDEX(B1:B10,MIN(IFERROR(MATCH({1;2;3;4},A1:A10,0), FALSE)))}
The idea is to match against 1-4 to get the index, convert errors to non-errors (FALSE), then get the minimum row number. Then that row number is used as an index to the values column.

Excel Countif Multiple Criteria based on ID

I am trying to create a formula that will count an ID in one column if it means several criteria in another column. Other formulas I've seen are close to what I want but none consider ID.
My data look like this:
The formula you see in the formula box is the closest thing I could get but it sums up the number of times it gets all the criteria.
My wish list simplified is:
to get a 1 in Column G based on ClientEnrollmentID if Column C has
"Initial" OR "Annual".
same as above except "Initial" AND "Annual".
For example, 1074328692 (the first ClientEnrollmentID--H2) should be 1 for the first wish and 0 for the second wish.
1074331324 (second row--H3-H5) should be 1 because it satisfies the two wishes (it would be okay for 1 to appear in multiple rows for the ClientEnrollmentID).
My third wish is that someone can help me with this. Thanks!
Just math. Maybe this can help:
=MIN(COUNTIFS(H:H, H:H, C:C, "Initial") + COUNTIFS(H:H, H:H, C:C,"Annual"), 1)
=COUNTIFS(H:H, H:H, C:C, "Initial") * COUNTIFS(H:H, H:H, C:C, "Annual")
A COUNTIFS function can be given OR criteria in the form of an array of constants if you wrap it in a SUM function.
        
The formula in G2 is,
    
The second wish can be derived as either a 1 or 0 with an AND function.
    
If they have to be in one cell, you could concatenate them together with something like a division symbol separating them like this.
        
Of course, that renders them completely ineffective for any totaling or mathematical comparison without parsing the string.

VLOOKUP with two criteria?

Is there a formula that returns a value from the first line matching two or more criteria? For example, "return column C from the first line where column A = x AND column B = y". I'd like to do it without concatenating column A and column B.
Thanks.
True = 1, False = 0
D1 returns 0 because 0 * 1 * 8 = 0
D2 returns 9 because 1 * 1 * 9= 9
This should let you change the criteria:
I use INDEX/MATCH for this. Ex:
I have a table of data and want to return the value in column C where the value in column A is "c" and the value in column B is "h".
I would use the following array formula:
=INDEX($C$1:$C$5,MATCH(1,(($A$1:$A$5="c")*($B$1:$B$5="h")),0))
Commit the formula by pressing Ctrl+Shift+Enter
After entering the formula, you can use Excel's formula auditing tools to step through the evaluation to see how it calculates.
SUMPRODUCT definitely has value when the sum over multiple criteria matches is needed. But the way I read your question, you want something like VLOOKUP that returns the first match. Try this:
For your convenience the formula in G2 is as follows -- requires array entry (Ctrl+Shift+Enter)
[edit: I updated the formula here but not in the screen shot]
=INDEX($C$1:$C$6,MATCH(E2&"|"&F2,$A$1:$A$6&"|"&$B$1:$B$6,0))
Two things to note:
SUMPRODUCT won't work if the result type is not numeric
SUMPRODUCT will return the SUM of results matching the criteria, not the first match (as VLOOKUP does)
Apparently you can use the SUMPRODUCT function.
Actually, I think what he is asking is typical multiple results display option in excel. It can be done using Small, and row function in arrays.
This display all the results that matches the different criteria
Here is an answer that shows how to do this using SUMPRODUCT and table header lookups. The main advantage to this: it works with any value, numeric or otherwise.
So let's say we have headers H1, H2 and H3 on some table called MyTable. And let's say we are entering this into row 1, possibly on another sheet. And we want to match H1, H2 to x, y on that sheet, respectively, while returning the matching value in H3. Then the formula would be as follows:
=INDEX(MyTable[H3], ROUND(SUMPRODUCT(MATCH(TRUE, (MyTable[H1] & MyTable[H2]) = ($x1 & $y1),0)),0),1)
What does it do? The sum-product ensures everything is treated as arrays. So you can contatenate entire table columns together to make an array of concatenated valued, dynamically calculated. And then you can compare these to the existing values in x and y- somehow magically you can compare the concatenated array from the table to the individual concatenation of x & y. Which gives you an array of true false values. Matching that to true yields the first match of the lookup. And then all we need to do is go back and index that in the original table.
Notes
The rounding is just in there to make sure the Index function gets back an integer. I got #N/A values until I rounded.
It might be more instructive to run this through the evaluator to see what's going on...
This can easily be modified to work with a non table - just replace the table references with raw ranges. The tables are clearer though, so use them if possible. I found the original source for this here: http://dailydoseofexcel.com/archives/2009/04/21/vlookup-on-two-columns/. But there was a bug with rouding values to INTs so I fixed that.

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