I have an Index Match Match question that I have not been able to find the answer for in researching. Although the solution may actually might be different than an Index Match Match formula - I'm open to try something more efficient than my current workaround.
I have one worksheet with data from my company on it. We sell a Product (let's call it Coke Zero) and we track the weeks that we put a promotion on and how much profit we make by selling it to the retailer. For example a promotion for Coke Zero starts the first week of Jan and ends 3 weeks later and we make a gross profit of $100 each week the promotion runs. I then have an external database with sales data formatted on a weekly basis to tell me how many units of Coke Zero I sold in each week. My internal data has thousands of lines like this with dozens of products, however the promotions are consolidated on one single row regardless of if it runs for more than one week, making matching up to the external database difficult. I need to create a lookup for what our Gross Profit was for each week of the promotion.
I have attached an example image of the workbook + two data sheets of what I've tried to do, summarised below.
On the Internal Data Sheet I've created additional columns to the right with all of the weeks listed that the promotion is on for, and concatenated them with the Product Code to be able to match week by week to the data in the External data sheet. Then my lookup basically checks every column one after another until it finds one where the concatenate of Week_Product Code concatenate matches.
My current solution technically works but my final formula is really slow and cumbersome given the data can be anywhere from 10K-200K lines when looking at multiple retailers. I was hoping to find a more efficient formula to complete the lookup.
Current solution on the External Data Sheet Column E:
=IF(ISNUMBER(MATCH(D2,'Internal Data'!$E:$E,0)),INDEX('Internal Data'!$D:$D,MATCH(D2,'Internal Data'!$E:$E,0)),
IF(ISNUMBER(MATCH(D2,'Internal Data'!$F:$F,0)),INDEX('Internal Data'!$D:$D,MATCH(D2,'Internal Data'!$F:$F,0)),
IF(ISNUMBER(MATCH(D2,'Internal Data'!$G:$G,0)),INDEX('Internal Data'!$D:$D,MATCH(D2,'Internal Data'!$G:$G,0)),
"0")))
I got SUMPRODUCT to work using this formula in J2:
=SUMPRODUCT(--($B$2:$D$3=H2)*--($E$2:$E$3=I2)*$F$2:$F$3)
And, you don't need those concatenated lookup columns:
Well, that was fun.
Related
After looking at a few similarish questions I figured I needed something more specific so asking here. I will start by explaining the situation:
The Setup
I have a Store which sells Cakes, Cookies and Wine. I have the weekly sales data of each product sorta like this:
Product ID
Product Name
Quantity
Value
Week Ending
1
Ginderbread
2
£4
13/01/22
2
Chocolate chip
5
£25
13/01/22
3
Red Wine Bottle
1
£10
13/01/22
4
Sponge Cake
3
£9
13/01/22
Currently every week's data is stored within the same table, with me using a Week filter to show only the week i'm interested in.
Using this Data I created PivotTables that shows the sales of each category, with the ability to drill down to show the specific products. Table looks something like this:
Category
Quantity
Value
Cakes
2
£4
Cookies
7
£29
Wine
1
£10
The issue
I now want to stick in a new calculated column that shows the Value as a %. E.g The total value for the previous table was £43, so Cookies is about 67%. If I drill down, it would show the Chocolate Chip record as 80% and Gingerbread as 20%
I imagine doing this would be easier if each individual week's data was on a different table, but I got a lot of weeks and I also want to do tables showing the sales for over a period of time. Plus I don't know of a way to merge the "value" and "quantity" columns, etc instead of having 1 for each week being shown.
any advice would be appreciated
Create an extra column in the source table (prior to filtering) entitled "perc" calculated as the corresponding value for each row divdied by the total value across all rows (se pic. / eqn. for first row below) --
=E2/$E$6
No calculated fields required - just include perc as the mesaure of interest in your pivot table, with value setting as 'sum':
The reason why this worked is because of the common denominator - which allows one to sum ratios on a 1:1 basis.
Devising a calculated field using the standard 'fields, items & sets' functionality for ordinary pivot tables would not be feasible / possible as far as I am aware. You would need to move into the realm of power pivots and data models - which is not too complicated (readily accesible directly from the field list per below) - however, I see this as unnecessary complication for the task at hand.
Side notes:
Using table names in your functions is sometimes more convenient when entering, albeit may appear tricky at first when reviewing - first eqn above becomes:
=[#Value]/Table1[[#Totals],[Value]]
oversimplified i have two columns: Date and Text; I want to check my current amount of vacation days based on the first date in row 2, so i came up with the following formula:
="Available vacation days: "&YEARFRAC(A2;TODAY())*12*(25/12)
I calculate the fraction of the year based on the first date and todays date, multiply it by 12 to get months and multiply it again by the total amount of vacation days in my contract per month. Now i got another formula to collect me all cells in column B containing "Vacation", pretty straight forward:
=COUNTIF(B:B;"Vacation")
Now the interesting part - i got the formula who gives me a boolean if a datetime matches the 24th or 31st of december:
=AND(OR(DAY(A53)=24;DAY(A53)=31);MONTH(A53)=12)
I want to count vacation days happening on a 24th or 31st of december as a half-vacation day (0.5), and otherwise fully (as a 1). Then i want to combine my first statement with this result and subtract the used vacation days. I read about VLOOKUP and XLOOKUP but am unsure if this fits this purpose. I want to avoid having an extra column with my boolean returns and rather have this one cell giving me all the information combined.
Without introducing another column, and using DAY and MONTH
It's nearly impossible, and just unnecessarily so...
Please reconsider this, what will happen if you want to add 4th of July as a holiday?
Your formula =AND(OR(DAY(A53)=24;DAY(A53)=31);MONTH(A53)=12) only works for 1 row at a time. So, we can't ever use it with a list, because you will get the whole list as a result every single time. You can't divide them into smaller lists and join them together, there is no such functionality without VBA.
In the future, do not set arbitrary constraints like "no additional columns", you can hide them if you don't like them. And if you don't need them, remove unnecessary rows like non-vacation rows. They are irrelevant, so why not separate the two.
Just to prove my point, here's the solution you wanted:
Solution
=COUNTIFS(B2:B9;"Vacation") - (COUNT(IFERROR(FILTER(FILTER(FILTER(A2:A9;B2:B9="Vacation");MONTH(FILTER(A2:A9;B2:B9="Vacation"))=12);DAY(FILTER(FILTER(A2:A9;B2:B9="Vacation");MONTH(FILTER(A2:A9;B2:B9="Vacation"))=12))=31);0))+(COUNT(IFERROR(FILTER(FILTER(FILTER(A2:A9;B2:B9="Vacation");MONTH(FILTER(A2:A9;B2:B9="Vacation"))=12);DAY(FILTER(FILTER(A2:A9;B2:B9="Vacation");MONTH(FILTER(A2:A9;B2:B9="Vacation"))=12))=24);0))))*0,5
It works, but it's a pain to read, use and maintain.
A2:A9 refers to the dates column
B2:B9 refers to the text column
So in the future, the last thing you want to do is set arbitrary constraints. Furthermore, why use functions like MONTH and DAY when we can just read the text? That way you could even create a table of holidays to search for instead. That will be no fun task with this setup. (Oh, and if it's because of the year, just strip it away from the text when you want to know only the month and day.
Best of luck!
Hopefully the title makes some sense because I'm trying to wrap my head around the logic and I'm not quite sure how to phrase the question.I'll try to give a brief explanation of the end goal without over complicating it with unnecessary details.
I have a table of survey score averages for every month per person and a correlating table with the number of surveys each person received for each month. The logic is essentially multiple the score for each month by the number of surveys, combine them, divide by the total number of surveys within that time period to get their true average. Where things get a little complicated is that I have to include the ability to set a custom date range and return the value. So sometimes I might be looking at the average for Jan - Apr, other times I might just be looking at Feb-Mar etc.
I think sumproduct is going to get what I need done but I'm running into issues trying to write it out. I've written it several different ways and none of them worked so here's one that best conveys what I'm trying to do,
=SUMPRODUCT(--(F7:I7,L7:O7>=C2),--(F7:I7,L7:O7<=C3),--(E8:E12,K8:K12=B9),tbl_average[[Jan-20]:[Apr-20]],tbl_surveys[[Jan-20]:[Apr-20]])
I super appreciate any assistance I can get on this. I'm hoping the end result is not nearly as difficult as I'm making it out to be.
Some additional information:
I'm going to be using this same process to calculate multiple metrics across multiple worksheets.In the test example each of the tables will most likely be on different sheets. The dashboard with the calculated results will contain everyone's names and will be filtered and rearranged frequently, so I need to make sure we're always matching directly to their names and not just the relative rows. Basically, in my example I show that Agent 1 is always lined up on row 8 but that's not always going to be the case. Agent 1 could be in Row 8 on Sheet 1, Row 10 on Sheet 2, and Row 12 on Sheet 3 and I need all the correct values to multiply and sum against one another.
I have a student license of Office Pro 2016, but somehow it doesn't have the IFS, MINIF/MINIFS, MAXIF/MAXIFS functions that would make my life so much easier. I tried to illustrate what I'm doing in the image below:
Example
My actual data is much more complicated and long, but the idea is that I will periodically manually update data within the DATATABLE, and I want the SUMMARYTABLE to reflect the total pending sales by month. There are never more than two months pending at a time, and if only sales from one particular month are pending, I don't want the second row to appear.
I've already found a way to display the month in this case using regular MAX and MIN functions, but now I'm stumped as to how to display the sum total of sales within those months. Specifically, I don't know how to make a reference to a particular month in my criteria.
I've tried this formula:
=SUMIFS(DATATABLE[SALES],DATATABLE[SHOP]="A",DATATABLE[STATUS]="PENDING",MONTH(DATATABLE[DATE]),SHOPATOTALS[MONTH])
If this worked it would have been perfect, but the month portion isn't recognized as a proper range.
I am working on a data set and I need to calculate the daily revenue of fake AirBnb listings using nested IF statements. This is for a bootcamp I am attending, and I am stuck.
My instructions are as follows:
Estimate revenue per listing
Assume each booking always has 2 guests, unless the listing accommodates only one;
The booking is always for the minimum number of days allowed;
Only half of the bookings generate a review;
The extra person charge is per night (column name ‘extra_people’)
○ Format: have a column that calculates daily revenue (account for number of guests accommodated, number of guests included in the price, extra charge for additional people - using nested IF statements); another column would then calculates revenue per booking; finally, multiply that by the number of total stays the listings has had.
Using the data in my dataset, I am attempting to fill out column AA. So far this is what I have for my formula,
However, I get an error. I know the first part of this formula would work for the scenario in row 4. However, I need to make sure that the formula takes into account scenarios where the "guests included" is less than the "accommodates", because I must assume that each booking always has two guests except for when the listing only accommodates one person.
How should this formula be written? Can I not create equations within nested if formulas if it includes adding, subtracting, dividing, or multiplying columns together?
To clarify the previous response a bit more, the structuring of IFstatements is important. Keep in mind the structure of the function: =IF(logical test, value if true, value if false). So, the second IF function (the first nested) needs to be placed where the first "value if false" comes in - each additional IF needs to be within the previous IF function. Using your example, the corrected form would be =IF(W4=Q4,V4,IF(W4<Q4,Q4*V4...)). I'm not sure what the "+X4" is supposed to be adding to, but this hopefully makes the structure clearer for you to work with. Good luck!