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.
Related
I'm trying to put together an excel spreadsheet to show the day-by-day impact of stays by 3rd country citizens in the EU's Schengen area (it's a fairly complex rolling 180 day window). At the moment, I have a column with every day from a start date (so lots of rows) and another where I enter a 1 if there was a stay in a Schengen country for that day. Then other columns calculate when the 180 day period started and how many days have been in Schengen for that day.
It's a bit of a faff having to enter a 1 for every day away. I'd like to have another worksheet where I simply enter the start and end dates of (an arbitrary number of) each stay and then the calculation spreadsheet simply works out if each date falls within a stay or not. Working out whether a date falls within one date range is pretty straightforward, but working out if it falls within several date ranges isn't obvious to me. Any suggestions please?
After a very fair comment, here's a couple of images that hopefully illustrate what I'm trying to do (please ignore the colours).
Example of date ranges, but the number of these should be arbitrary:
The calculated sheet - currently I have to enter the 1s individually whereas I'd like them evaluated from the date ranges:
I work for an organization and I am working on a way to better organize our part numbers that have expiration dates. I've started off by making an Excel sheet that has the part number multiple times based on the expiration date and then had the matching quantities of that expiration date. What im trying to do is what you always do in life, if something is going to go bad use up the one that will expire first. But now trying to do this in an excel table automatically. This is my Ex: my master log where they will put in the Part#, expiration date, and quantity, this is where most info will be pulled from.
I am now on to taking away our companies forecasted usage of these parts away from these quantities to show an overall usage over the months and pairing the intersecting expiration dates. I’ve got the Usage by using a pivot table to total these part numbers quantities. And I’ve made a chart mapping the overall usage to part quantity forecast with it being flagged if the expiration date interferes with the actual date. This is the forcasting for what we plan to use of each part #
This is me subtracting the usage number from the inventory of those part numbers and it being flagged when it expires.
=IF((IF((VLOOKUP($F60,Expires!$1:$1048576, 10, FALSE))<Sheet1!G$58, "Bad", "Good"))="good", T33, "Expired")
I used this function, my vlookup pulling from my first sheet and pulling the part numbers expiration date and if it is <the date up top (9/1,10/1 etc.) then it will be flagged as expired and wont even show the usage. T33 is simply pulling the fromual from another table which is just quantity- usage. Please lmk if this looks right my vlookup turns out pulls the latest expiration date from the multiple part #s.
But that is with total quantities, not separated based on the part number expiration dates. What I am wondering is how can I make a table like this but subtracts the usage from quantity of the part number that will expire first? Then after that quantity hits zero it takes away the usage from the next one due to expire? But also I want the Numbers to be able to auto populate from the sheet where the user enters the data (master log).
So this is what it will be doing and will look like the table above multiple of the same part number. Whats happening now
But needs to look like this Final table and add the part number to the list and quantity as they are entered in the master log. I was trying to do a Vlookup(MIN and take the part number from the other table based on the lowest expiration date first but I don’t think excel is capable of that, I’m not sure here.
Please help, thank you!
I'm looking a way to add an extra column in a pivot table that that averages the sum of the count for the months ("Count of records" column) within a time period that is selected (currently 2016 - one month, 2017 - full year, 2018 - 5 month). Every month would have the same number based on the year average, needs to be dynamically changing when selecting different period: full year or for example 4 months. I need the column within the pivot table, so it could be used for a future pivot chart.
I can't simply use average as all my records appear only once and I use Count to aggregate those numbers ("Count of records" column).
My current data looks like this:
The final result should look like this:
I assume that it somehow can be done with the help of "calculated filed" option but I couldn't make it work now.
Greatly appreciate any help!
Using the DataModel (built in to Excel 2013 and later) you can write really cool formulas inside PivotTables called Measures that can do this kind of thing. Take the example below:
As you can see, the Cust Count & Average field gives a count of transactions by month but also gives the average of those monthly readings for the subtotal lines (i.e. the 2017 Total and 2018 Total lines) using the below DAX formula:
=AVERAGEX(SUMMARIZE(Table1,[Customer (Month)],"x",COUNTA(Table1[Customer])),[x])
That just says "Summarize this table by count of the customer field by month, call the resulting summarization field 'x', and then give me the average of that field x".
Because DAX measures are executed within the context of the PivotTable, you get the count that you want for months, and you get the average that you want for the yearly subtotals.
Hard to explain, but demonstrates that DAX can certainly do this for you.
See my answer at the following link for an example of how to add data to the DataModel and how to subsequently write measures:
Using the Excel SMALL function with filtering criteria AND ignoring zeros
I also recommend grabbing yourself a book called Supercharge Excel when you learn to write DAX by Matt Allington, and perhaps even taking his awesome online course, because it covers this kind of thing very well, and will save you significant head-scratching compared to going it alone.
How do I filter data for specific individual dates in a PivotTable? The input is changed on a weekly basis and therefore the specific desired dates will change every week. I have data for every business day. And I want to retrieve data from the most recent business day, 5 business days before that, 30 business days before that and 90 business days before that. How do I go about this?
Sound like you want an 'Aging Report' If you Google on 'Excel Aging Report', you should be able to find something. use of TODAY() in formula is part of answer. I also did something similar here. It didn't involve Pivot tables.. But it should help you on your way.
You might want to check out the code in my answer at Filtering pivot table with vba
That code lets you programatically filter a Pivot RowField or ColumnField by specifying an interval type (e.g. days, weeks, months, quarters, years) as well as an interval count (e.g. 7, -7). It has an optional argument vRelativeTo field which counts back/foward from the youngest/oldest item depending on whether lNumber is positive/negative.
It leverages off the inbuilt DateFilters functionality, and as such does not
work on RowFields.
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.