I want to represent count of ID's wrt to Daterange column. I tried to split it into bins but there was option to split into no of parts and not as 3 differnt date values.I want to split the Date Range column into 3 parts so that i can represent the data in a bar chart as Current,Pat and Future data. Each of the 3 bins are represented as:
1.Current - Count of ID for Current month[Dec 2016]. The data for current month should be dunamically calculated since if the next month comes the data should point to that by the dynalic calculation
2.Past - Count of ID for Data less than current month[Data < Dec 2016]. I need to be able to dynamically change the no of months using custom expression so that user can chnage th e no of months it goes back to. Need the expression in such a way that it can be set by a custom expression ,if not the nos can be changed at the expression
3.Future - Count of ID for Data greater than current month[Data Dec 2016]. I need to be able to dynamically change the no of months using custom expression so that user can chnage th e no of months in the future. There will be future dates available since it is a data for manintenance done in the future time.
This 3 data needs to be as a custom/binned column so that the data is represented as shown in the attached picture.
You just need to create a calculated column...
case
when DatePart('month',[DateColumn]) = DatePart('month',DateTimeNow()) and DatePart('year',[DateColumn]) = DatePart('year',DateTimeNow()) then "Current"
when [DateColumn] < DateTimeNow() and [DateColumn] >= DateAdd('month',${NumOfMonthsBack} * (-1),[DateColumn]) then "Past"
when [DateColumn] > DateTimeNow() and [DateColumn] <= DateAdd('month',${NumOfMonthsAhead},[DateColumn]) then "Future"
end as [MonthRange]
Related
I am trying to extract some data out of a large table of data in Excel. The table consists of the month, the agent's name, and either a 1 if they made a sale or a 0 if they did not.
What I would like to do is plug in a Month value into one cell, then have it spit out a count of how many agents made their first sale that month.
Sample Data and Input Output area
I found success by creating a secondary table for processing a minif and matching to agent name, then countif in that table's data how many sales months matched the input month. However I would like to not have a secondary table and do this all in one go.
=IF(MINIFS(E2ERawData[Date Group],E2ERawData[Agent],'Processed Data'!B4,E2ERawData[E2E Participation],1)=0,"No Sales",MINIFS(E2ERawData[Date Group],E2ERawData[Agent],'Processed Data'!B4,E2ERawData[E2E Participation],1))
=COUNTIFS(ProcessedData[Month of First E2E Sale],H4)
Formula in column F is:
=MAX(0;COUNTIFS($A$2:$A$8;E3;$C$2:$C$8;1)-SUM(COUNTIFS($A$2:$A$8;"<"&E3;$C$2:$C$8;1;$B$2:$B$8;IF($A$2:$A$8=E3;$B$2:$B$8))))
This is how it works (we'll use 01/03/2022 as example)
COUNTIFS($A$2:$A$8;E3;$C$2:$C$8;1) This counts how many 1 there are for the proper month (in our example this part will return 2)
COUNTIFS($A$2:$A$8;"<"&E3;$C$2:$C$8;1;$B$2:$B$8;SI($A$2:$A$8=E3;$B$2:$B$8)) will count how many 1 you got in previous months of the same agents (in our example, it will return 1)
Result from step 2, because it's an array formula, we sum up using SUM() (in our example, this return 1)
We do result from step 1 minus result from step 3 (so we get 1)
Finally, everything is inside a MAX function to avoid negative results (February would return -1 because there were no sales at all and agent B did a sale on January, so it would return -1. To avoid this, we force Excel to show biggest value between 0 and our calculation)
NOTE: Because it's an array formula, depending on your Excel version maybe you must introduce pressing CTRL+ENTER+SHIFT
If one has got access to the newest functions:
=LET(X,UNIQUE(C3:C9),VSTACK({"Month","Total of First time sales"},HSTACK(X,BYROW(X,LAMBDA(a,SUM((C3:C9=a)*(MINIFS(C3:C9,D3:D9,D3:D9,E3:E9,1)=C3:C9)))))))
I have a project where I need to break people into 3 buckets with task lists that rotate quarterly (Phase A = task list 1, B = task list 2, C = task list 3). The goal here is to sort people into the buckets based on a departure date, with the ideal being that they would depart when they're in the C phase. I have a formula already set up that will tell me the number of quarters between the project start date and the person's departure date, so now I'm trying to figure out how to get Excel to tell me if a person's departure date falls within their bucket's C Phase.
I have this formula in a column called DEROSQtr:=ROUNDDOWN(DAYS360("1-Oct-2020",[#DEROS],FALSE)/90,0)
Now the easy way to approach this would be to build a static array and just see if that formula results in a value in the right array, where the numbers in the array define which quarter from Oct 2020 that the bucket's C Phase is going to be in:
ArrayA = {1;4;7;10;13;16} ArrayB = {2;5;8;11;14;17} ArrayC = {0;3;6;9;12;15}
The formula that pulls this all together is then:
=IF([#EFP]="A",IF(IFNA(MATCH([#DEROSQtr],ArrayA,0),-1)<>-1,TRUE,FALSE),IF([#EFP]="B",IF(IFNA(MATCH([#DEROSQtr],ArrayB,0),-1)<>-1,TRUE,FALSE),IF([#EFP]="C",IF(IFNA(MATCH([#DEROSQtr],ArrayC,0),-1)<>-1,TRUE,FALSE),"-")))
Now while this will work for as long as I build out the static array, I'm trying to figure out how to define each of these buckets with a formula that Excel can work with, i.e. bucket A hits phase C in 3n + 1 quarters where n is the number of cycles through all 3 phases, so ArrayA = 3n+1, ArrayB = 3n+2 and ArrayC = 3n. What I'm hunting for here is the best way to define each of the arrays as a formula.
After some additional digging and looking back at how to define each array, I came across the MOD() function in Excel. I was then able to rewrite the formula that does the checking as =IF([#EFP]="A",IF(MOD([#DEROSQtr]-1,3)=0,TRUE,FALSE),IF([#EFP]="B",IF(MOD([#DEROSQtr]-2,3)=0,TRUE,FALSE),IF([#EFP]="C",IF(MOD([#DEROSQtr],3)=0,TRUE,FALSE),"-"))), replacing ArrayA(3n+1) with MOD([#DEROSQtr]-1,3), ArrayB(3n+2) with MOD([#DEROSQtr]-2,3), and ArrayC(3n) with MOD([#DEROSQtr],3).
Since I do not have the data you are calculating your quarter, its difficult to give you exact answer. However, as I understand your have a column which has the formula to calculate the quarter say "Formula_Col"
Solution will be to add a new column and flag it based on the values in "Formula_Col".
If you can give some sample data I can provide exact answer.
I am currently working on a User Form that will populate a sheet based off of user defined inputs. The fields include "Measure" and "Offset". These field needs to have row values that increment at a user defined interval. For example, the "Measure" field needs to have rows that start with 0, ending with a User defined 'Max_Length' and increment by User defined 'Interval'. And for the "Offset" field, it needs to start with 0 and ends with User defined 'Max_Offset' Value and increment by a User defined 'Offset' value.
In other words, Lets just say these are the User Form value inputs for each variable i previously described: Max_Length = 14800, Interval = 10, Max_Offset = 30, Offset = 5
That means there should be 1480 records (14800/10) for Measure field. However each Measure interval should have 6 offset value associated with it (ex. Measure 0 will be in the first 6 rows, and beside each one is the offset value going for 0 - 30 in increments of 5). This means there should be a total of 8880 records (6 * 1480).
The User Form will use Text Boxes to be used as the variable place holders. I have limited experience with VBA and I am not sure how to get past the basic design of the User Form. I'm sorry if this doesn't make a ton of sense or if it is too vague, but any input would be appreciated. Thanks!
EDIT: Added picture to help aid in the explanation.
Example of Output / Input
Seem like you just need a couple of nested loops:
rw = 1
for measure = 0 to max_len step interval
for offset = max_offset to 0 step - offset_step
cells(rw, 1).resize(1,2).value = array(measure, offset)
rw = rw +1
next offset
next measure
Since I solved previous problem with collecting data from database, I need to put that data on a chart now. I am working on a report generating software called ReportWorx.
Problem is, data comes in series and looks like this:
ID DATE SAMPLE
1 XX-XX-XX VALUE
1 XX-XX-XX VALUE
1 XX-XX-XX VALUE
2 XX-XX-XX VALUE
2 XX-XX-XX VALUE
3 XX-XX-XX VALUE
3 XX-XX-XX VALUE
I can not change how it looks because it is generated automatically. What I want is linear chart in which 1, 2, 3 are series name and of course next to it DATE and VALUE are put on a linear chart (or bargraph, w/e) (Date at X axis, Value at Y axis).
I can`t specify how many records will be there (how many rows) but I found few solutions about creating dynamically increasing charts, so probably it will not be a poblem. I just do not know how to separate thos ID series from each other.
EDIT:
I have found a solution in VBA according to the first answer. Here you have VBA code below:
Sub Rewrite()
Dim row, id
For row = 38 To 1000
For id = 1 To 37
If Sheet1.Cells(row, 1).Value = id Then
Sheet2.Cells(row, 1).Value = Sheet1.Cells(row, 2)
Sheet2.Cells(row, id + 1).Value = Sheet1.Cells(row, 3)
End If
Next id
Next row
End Sub
Thank You #sancho.s
I will post a solution that I use a lot for cases like yours.
With reference to the figure (where I used sample numbers), you set up 3 new columns (D:F here), the header of which contain the corresponding labels. Then you use a formula for "splitting" the list of X data (column B here) associated with each label, and assigning a "NULL" value for data not corresponding (#N/A here, but you can choose whatever you want):
=IF($A3=D$2,$B3,$B$1)
You enter this in D3. The absolute/relative indexing used allows for copy-and-paste throughout D3:F9.
Cell B1 here contains the "NULL" value.
Then you plot 3 series: column C against columns D, E, F.
PS: I guess you could split the Y data column instead, with similar results. For some reason that I do not recall, I decided a long time ago that this was the best option, at least in my case then. You may want to try out the other option.
PS2: This also works for data that is not sorted by label.
PS3: Using NA() as the "NULL" value avoids cell values being taken as zero and then showing up in the chart, as it is the case with other errors (e.g., try using =1/0 in B1). It is the best option I found so far. Alternatively (just in case you find it useful), you can use an explicit value which is outside the actual X data range, but then you would have to manually set the X axis range. All this is for a Scatter plot, just check what works for your case.
I have the following code to read off time series data (contained in sheets 5 to 19 in an excel workbook). Each worksheet is titled "TS" followed by the number of the time series. The process works fine apart from one thing- when I study the returns I find that all the time series are shifted along by 5. i.e. TS 6 becomes the 11th column in the "returns" data and TS 19 becomes the 5th column, TS 15 becomes the 1st column etc. I need them to be in the same order that they are read- such that TS 1 is in the 1st column, TS 2 in the 2nd etc.
This is a problem because I read off the titles of the worksheets ("AssetList") which maintain their actual order throughout subsequent codes. Therefore when I recombine the titles and the returns I find that they do not match. This complicates further manipulation when, for example column 4 is titled "TS 4" but actually contains the data of TS 18.
Is there something in this code that I have wrong?
XL='TimeSeries.xlsx';
formatIn = 'dd/mm/yyyy';
formatOut = 'mmm-dd-yyyy';
Bounds=3;
[Bounds,~] = xlsread(XL,Bounds);
% Determine the number of worksheets in the xls-file:
FirstSheet=5;
[~,AssetList] = xlsfinfo(XL);
lngth=size(AssetList,2);
AssetList(:,1:FirstSheet-1)=[];
% Loop through the number of sheets and RETRIEVE VALUES
merge_count = 1;
for I=FirstSheet:lngth
[FundValues, ~, FundSheet] = xlsread(XL,I);
% EXTRACT DATES AND DATA AND COMBINE
% (TO REMOVE UNNECCESSARY TEXT IN ROWS 1 TO 4)
Fund_dates_data = FundSheet(4:end,1:2);
FundDates = cellstr(datestr(datevec(Fund_dates_data(:,1),...
formatIn),formatOut));
FundData = cell2mat(Fund_dates_data(:,2));
% CREATE TIME SERIES FOR EACH FUND
Fundts{I}=fints(FundDates,FundData,['Fund',num2str(I)]);
if merge_count == 2
Port = merge(Fundts{I-1},Fundts{I},'DateSetMethod','Intersection');
end
if merge_count > 2
Port = merge(Port,Fundts{I},'DateSetMethod','Intersection');
end
merge_count = merge_count + 1;
end
% ANALYSE PORTFOLIO
Returns=tick2ret(Port);
q = Portfolio;
q = q.estimateAssetMoments(Returns)
[qassetmean, qassetcovar] = q.getAssetMoments
This is probably due to merge. By default, it sorts columns alphabetically. Unfortunately, as your naming pattern is "FundN", this means that, for example, Fund10 will normally be sorted before Fund9. So as you're looping over I from 5 to 19, you will have Fund10, through Fund19, followed by Fund4 through Fund9.
One way of solving this would to be always use zero padding (Fund01, Fund02, etc) so that alphabetical order and numerical order are the same. Alternatively, force it to stay in the order you read/merge the data by setting SortColumns to 0:
Port = merge(Port,Fundts{I},'DateSetMethod','Intersection','SortColumns',0);