So, say I have at cell A1:
=IF(A2=1,A2,0)
That OK, that's a tiny formula easy to understand.
If the formula starts to grow, I would have something like:
IF(...big formula here...=1,...repeat the big formula here...,0)
It's a dummy example but the key point here is that when I repeat the big formula at the TRUE condition position the formula double its size, what can hinder the formula debugging, for example.
Is there a way to not repeat the whole formula writting at this situation?
I don't want to use any macro/VBA to do this or any other 'helper' cells.
Thanks
In this particular case you don't have to use an IF statement, can just use
=--(A2=1)
Or for some other value, say 2,
=(A2=2)*2
These work if one of the results you want is zero.
It is a little more difficult if you have an IF statement like
=IF(A2>2,A2,2)
but you can often use MAX or MIN to avoid the IF statement
=MAX(A2,2)
If you had a chain of IF statements to divide the number in A2 into ranges like
=IF(A2>=2,20,IF(A2>=1,10,0))
You could replace it with a lookup
=IFERROR(VLOOKUP(A2,{1,10;2,20},2),0)
Sometimes you can replace a series of IF statements with CHOOSE, e.g. to return "Negative", "Positive" or "Zero"
=CHOOSE(SIGN(A2)+2,"Negative","Zero","Positive")
One tricky way I have seen is to use inverse functions one of which gives an error under certain conditions, so you could try
=IFERROR((SQRT(A2-2)^2)+2,2)
but I'm not sure I could recommend it as these methods can be vulnerable to rounding errors.
See this previous question
Create a helper column -- say, col X -- that calculates your big formula. Hide the column if you don't want to confuse other spreadsheet viewers.
Then your long, difficult to debug formula becomes IF(X1=1,...X1...,0).
Related
I have the following formula in an excel sheet that generally works perfectly:
=IF(F5>=30.01,(39+(C5*0.08)),IF(AND(F5>=20.01,F5<=30),(39+(C5*0.07)),IF(AND(F5>=10.01,F5<=20),(39+(C5*0.06)),IF(AND(F5>=5.01,F5<=10),(39+(C5*0.05)),IF(AND(F5>=2.01,F5<=5),(39+(C5*0.04)),IF(AND(F5>=1.01,F5<=2),(39+(C5*0.03)),IF(AND(F5>=0.25,F5<=1),(39+(C5*0.02)),IF(AND(F5>=0,F5<=0.245),(0.03*C5*F5)))))))))
I was just wondering if anyone could tell me how to edit this so that if the result of the formula is less than '43', that the number inputted into the cell should be 43?
I have been trying to edit this accordingly for a while and I'm not sure what I need to do to make that happen.
The rest of the formula works exactly as I need it to, I just need the sheet not to produce a result that is less than 43.
Thank you so much for all your assistance!
You don't need the AND statements as the very nature of the nested ifs picks them off scaling down, Here is your current formula amended:
=IF(F5>=30.01,(39+(C5*0.08)),IF(F5>=20.01,(39+(C5*0.07)),IF(F5>=10.01,(39+(C5*0.06)),IF(F5>=5.01,(39+(C5*0.05)),IF(F5>=2.01,(39+(C5*0.04)),IF(F5>=1.01,(39+(C5*0.03)),IF(F5>=0.25,(39+(C5*0.02)),IF(F5>=0,(0.03*C5*F5)))))))))
You could then wrap it in a MAX formula to get either the result or 43, whichever is larger like so:
=MAX(IF(F5>=30.01,(39+(C5*0.08)),IF(F5>=20.01,(39+(C5*0.07)),IF(F5>=10.01,(39+(C5*0.06)),IF(F5>=5.01,(39+(C5*0.05)),IF(F5>=2.01,(39+(C5*0.04)),IF(F5>=1.01,(39+(C5*0.03)),IF(F5>=0.25,(39+(C5*0.02)),IF(F5>=0,(0.03*C5*F5))))))))),43)
the formula can also be adjusted further in order to group common factors as follows:
=MAX(SUM(IF(F5<=0,0,39),
IF(F5>30,(C5*0.08),
IF(F5>20,(C5*0.07),
IF(F5>10,(C5*0.06),
IF(F5>5,(C5*0.05),
IF(F5>2,(C5*0.04),
IF(F5>1,(C5*0.03),
IF(F5>=0.25,(C5*0.02),
IF(F5>=0,(0.03*C5*F5),0))))))))),43)
Long formulas are always difficult to read, may I suggest to use the Alt+Enter keys combined to start a new line in the same cell thus breaking your formula in several lines within the same cell.
Certainly, The revised formula should be like this:
=IF(F5=0,0,
MAX(SUM(IF(F5<=0,0,39),
IF(F5>30,(C5*0.08),
IF(F5>20,(C5*0.07),
IF(F5>10,(C5*0.06),
IF(F5>5,(C5*0.05),
IF(F5>2,(C5*0.04),
IF(F5>1,(C5*0.03),
IF(F5>=0.25,(C5*0.02),
IF(F5>=0,(0.03*C5*F5),0))))))))),43))
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$2))
Can use address / substitute / Column functions as required to use Cell addresses in full DYNAMIC.
Does anyone have any brilliant ideas to simplify this difficult formula? Don't panic when you see it, I will try to explain.
=IFERROR(INDEX(rangeOfDesiredValues,(1/SUMPRODUCT((rangeOfSerials=$D20)(rangeOfApps=cfgAppID)(rangeOfAccessIDs=cfgAccessID)*ROW(rangeOfDesiredValues))^-1)),"")
Currently I am using SUMPRODUCT to do the equivalent of a VLOOKUP with multiple columns as criteria. Usually that only works with number results, but since I need to find text, I'm using SUMPRODUCT in combination with ROW and INDEX.
Unfortunately when no cell is found, my SUMPRODUCT returns 0. This causes the formula to return the incorrect cell rather than blank. For this reason I am running the result through this calculation:
(1 / result)^-1
This way results of 0 become an error, and other results remain unchanged. I feed this into IFERROR, so that errors become blanks.
Does anyone know how to make this neater? I am not able to create new columns in any of my spreadsheets.
It's always best to avoid using multi-condition summing functions like SUMPRODUCT when you want to find a single value (it would obviously give you an incorrect result or error if there's more than one row which matches all three conditions, I assume you expect one match at most here?). ROW function can also be problematic if you insert any rows in the worksheet.....
There are several approaches that can work. For a single formula, using MATCH is the most common - MATCH will only give the correct position or an error so no problems with zero values. That would look like this:
=IFERROR(INDEX(rangeOfDesiredValues,MATCH(1,(rangeOfSerials=$D20)*(rangeOfApps=cfgAppID)*(rangeOfAccessIDs=cfgAccessID),0)),"")
That's an "array formula" that needs to be entered with CTRL+SHIFT+ENTER......or you can make it into a regular formula with an extra INDEX function like this
=IFERROR(INDEX(rangeOfDesiredValues,MATCH(1,INDEX((rangeOfSerials=$D20)*(rangeOfApps=cfgAppID)*(rangeOfAccessIDs=cfgAccessID),0),0)),"")
A third alternative is to use LOOKUP which doesn't need "array entry"
=IFERROR(LOOKUP(2,1/(rangeOfSerials=$D20)/(rangeOfApps=cfgAppID)/(rangeOfAccessIDs=cfgAccessID),rangeOfDesiredValues),"")
That differs slightly from the previous versions in the case of multiple matches - it will give you the last match rather than the first in that scenario (but I assume you have only one match at most, as stated above).
Finally, if you don't mind using helper columns you could simplify the formulas considerably. Just use a "helper" column to concatenate the three criteria columns separated by dashes and then you can use a simple VLOOKUP or INDEX/MATCH, e.g.
=IFERROR(INDEX(rangeOfDesiredValues,MATCH($D20&"-"&cfgAppID&"-"&cfgAccessID,Helper_Column,0)),"")
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
I have a SUM array formula that has multiple nested IF statements, making it very inefficient. My formula spans over 500 rows, but here is a simple version of it:
{=SUM(IF(IF(A1:A5>A7:A11,A1:A5,A7:A11)-A13:A17>0,
IF(A1:A5>A7:A11,A1:A5,A7:A11)-A13:A17,0))}
As you can see, the first half of the formula checks where the array is greater than zero, and if they are, it sums those in the second part of the formula.
You will notice that the same IF statement is repeated in there twice, which to me is inefficient, but is the only way I could get the correct answer.
The example data I have is as follows:
Sample Data in spreadsheet http://clients.estatemaster.net/SecureClientSite/Download/TempFiles/example.jpg
The answer should be 350 in this instance using the formula I mentioned above.
If I tried to put in a MAX statement within the array, therefore removing the test to find where it was greater than zero, so it was like this:
{=SUM(MAX(IF(B2:B6>B8:B12,B2:B6,B8:B12)-B14:B18,0))}
However, it seems like it only calculates the first row of data in each range, and it gave me the wrong answer of 70.
Does anyone know a away that I can reduce the size of the formula or make it more efficient by not needing to repeat an IF statement in there?
UPDATE
Jimmy
The MAX formula you suggested didnt actually work for all scenarios.
If i changed my sample data in rows 1 to 5 as below (showing that some of the numbers are greater than their respective cells in rows 7 to 11, while some of the numbers are lower)
Sample Data in spreadsheet http://clients.estatemaster.net/SecureClientSite/Download/TempFiles/example2.jpg
The correct answer im trying to achive is 310, however you suggested MAX formula gives an incorrect answer of 275.
Im guessing the formula needs to be an array function to give the correct answer.
Any other suggestions?
=MAX( MAX( sum(A1:A5), sum(A7:A11) ) - sum(A13:A17), 0)
A more calculation-efficient (and especially re-calculation efficient) way is to use helper columns instead of array formulae:
C1: =MAX(A1,A7)-A13
D1: =IF(C1>0,C1,0)
copy both these down 5 rows
E1: =SUM(D1:D5)
Excel will then only recalculate the formulae dependent on any changed value, rather than having to calculate all the virtual columns implied by the array formula every time any single number changes. And its doing less calculations even if you change all the numbers.
You may want to look into the VB Macro editor. In the Tools Menu, go to Macros and select Visual basic Editor. This gives a whole programming environment where you can write your own function.
VB is a simple programming language and google has all the guidebooks you need.
There, you can write a function like MySum() and have it do whatever math you really need it to, in a clear way written by yourself.
I pulled this off google, and it looks like a good guide to setting this all up.
http://office.microsoft.com/en-us/excel/HA011117011033.aspx
This seems to work:
{=SUM(IF(A1:A5>A7:A11,A1:A5-A13:A17,A7:A11-A13:A17))}
EDIT
- doesn't handle cases where subtraction ends up negative
This works - but is it more efficient???
{=SUM(IF(IF(A1:A5>A7:A11,A1:A5,A7:A11)>A13:A17,IF(A1:A5>A7:A11,A1:A5,A7:A11)-A13:A17,0))}
What about this?
=MAX(SUM(IF(A1:A5>A7:A11, A1:A5, A7:A11))-SUM(A13:A17), 0)
Edit:
Woops - Missed the throwing out negatives part. What about this? Not sure it it's faster...
=SUM((IF(A1:A5>A7:A11,IF(A1:A5>A13:A17,A1:A5,A13:A17),IF(A7:A11>A13:A17,A7:A11,A13:A17))-A13:A17))
Edit 2:
How does this perform for you?
=SUM((((A1:A5>A13:A17)+(A7:A11>A13:A17))>0)*(IF(A1:A5>A7:A11,A1:A5,A7:A11)-A13:A17))