I have a problem that I cant figure out how to solve. currently I am solving this in excel but eventually be using sql.
We have a survey which is meant to run when the billed amount reaches ;
•first trigger $50k, then $150, then $250.
Sample Data
'last run' is when the survey last ran and 'Current Value' is the current billed amount.
So for row 1 , the survey last ran when billed amount was 55000 and now it is 160000 which is greater than the threshold 150K so survey should run hence it should return 'true'.
Row 2 : is also true because current value is greater than 'last run and also 'is >= 150K
Row 3: is also true because it has passed the threshold of 150K
Row 4 : should return false because between last ran and current value there isn't any threshold passed.
If
CurrentValue >= Last Run
And Current Value >= 50K or 150K or 250K
then 'True' Else false
We are going to drive the survey Initiation from the true or false returned from this.
The data is only sample data , values for current and last run can change but the trigger amounts will remain the same.
any help would be appreciated.
I understand your question this way:
You want to calculate which trigger the last Run value was checked against, and which trigger the Current Value is checked against, and if they are different and the Current Value is greater than last Run then we need to run the survey again (return TRUE), otherwise we don't (return FALSE).
If the above understanding is incorrect, please let me know.
To calculate this I would simply build one IF-statement expression that determines which trigger that last Run used, and the same for Current Value, and compare them.
Here are the two formulas:
=IF(A2>=250000;3;IF(A2>=150000;2;IF(A2>=50000;1;0)))
=IF(B2>=250000;3;IF(B2>=150000;2;IF(B2>=50000;1;0)))
Then we need to put it all together, so here's the final formula:
=AND(
IF(A2>=250000;3;IF(A2>=150000;2;IF(A2>=50000;1;0)))
<>IF(B2>=250000;3;IF(B2>=150000;2;IF(B2>=50000;1;0)))
;B2>A2)
(remove linebreaks and put it all together on one long line)
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 am working with some weather data that is missing some values (indicated via value code). For example, if SLP data is missing, it is assigned code 99999. I was able to use a window function to calculate a 7 day average and save it as a new column. A significantly reduced example of a single row is shown below:
SLP_ORIGIN
SLP_ORIGIN_7DAY_AVG
99999
11945.823516044207
I'm trying to write code such that when SLP_ORIGIN has the missing code it gets replaced using the SLP_ORIGIN_7DAY_AVG value. However, most code explains how to replace a column value based on a conditional with a constant value, not the column value. I tried using the following:
train_impute = train.withColumn("SLP_ORIGIN", \
when(train["SLP_ORIGIN"] == 99999, train["SLP_ORIGIN_7DAY_AVG"]).otherwise(train["SLP_ORIGIN"]))
where the dataframe is called train.
When I perform a count on the SLP_ORIGIN column using train.where("SLP_ORIGIN = 99999").count() I get the same count from before I attempted replacing the value in that column. I have already checked and my SLP_ORIGIN_7DAY_AVG does not have any values that match the missing code.
So how do I actually replace the 99999 values in the SLP_ORIGIN column with the associated SLP_ORIGIN_7DAY_AVG value?
EVEN BETTER, is there a way to do this replacement and window calculation without making a 7 day average column (I have other variables I need to do the same thing with so I'm hoping there is a more efficient way to do this).
Make sure to double check with dataframe you are verifying on.
I was using train.where("SLP_ORIGIN = 99999").count() when I should have been using train_impute.where("SLP_ORIGIN = 99999").count()
Additionally, instead of making a whole new column to store the imputed 7 day average, one can only calculate the average when the missing value code is present:
train = train.withColumn("SLP_ORIGIN", when(train["SLP_ORIGIN"] == 99999, f.avg('SLP_ORIGIN').over(w)).otherwise(train["SLP_ORIGIN"]))\
I have 2 worksheets:
Worksheet 1: Member ID, Engagement Date and other data.
Worksheet 2: Member ID, Policy Begin Date, Policy End Date and other data.
On Worksheet 1, I want to return a policy type name (from Worksheet 2), if Worksheet 1's Member ID matches Worksheet 2's Member ID AND if Worksheet 1 Engagement Date falls between Worksheet 2's Policy Begin and End Date...
The following is the formula I tried and also have attempted extensive research, to no avail:
=INDEX('Program Data'!M2:M25671,MATCH(A2:A489&F2>='Program Data'K2&F2<='Program Data'L2,'Program Data'!E2:E25671,0))
Replace your MATCH with an AGGREGATE that Calculates the SMALLest row where the Policy ID and Dates all match up.
So, we want AGGREGATE(15, 6, <SOME CODE>, 1) to get the Smallest non-error value in a list created by <SOME CODE>
The first thing that <SOME CODE> will want is the ROW we are looking at (minus one, because I see that you are skipping the header row...) which is ROW(Sheet2!$A$2:$A$25671)-1
If the Row does not match, we want to either make it massive or make it error (even better, because then it gets completely skipped). How to do this? Well, I have the POWER function for that. If you try POWER(10,999) you get a #NUM! error, because 10^999 is too large a number for Excel. If you try POWER(0,999) you get 0, because 0^anything is 0. So, we'll just add some POWER to our ROWs to make it error-out when we don't want them.
But, now we need to decide between 10 and 0. Fortunately, Logical statements can be treated as Bitwise Multiplication (True = 1 and False = 0`)
So, --(Sheet2!$A$2:$A$25671=$A2) will give us 1 when the First Columns (Member ID) match, --(Sheet2!$B$2:$B$25671<=$B2) will make sure that the Policy Start Date is before-or-on the record date, and --(Sheet2!$C$2:$C$25671>=$B2) will check the End Date. Multiply it all together, and we get 1 when the row matches, and 0 when it doesn't.
Now, if we take that away from 1, we get the opposite: 0 when we want 0, and 1 when we want 10. So multiply that by 10, and shove it in the POWER function, and add that to the ROW to get <SOME CODE>. Dump it all in the AGGREGATE from the start, and voila
=AGGREGATE(15,6,ROW(Sheet2!$A$2:$A$25671)-1+(POWER(10*(1-(Sheet2!$A$2:$A$25671=$A2)*--(Sheet2!$B$2:$B$25671<=$B2)*--(Sheet2!$C$2:$C$25671>=$B2)),999)),1)
Then, just use that in place of your MATCH (it will generate a #NUM! error when no policy is found)
=INDEX(Sheet2!M2:M25671,AGGREGATE(15,6,ROW(Sheet2!$A$2:$A$25671)-1+(POWER(10*(1-(Sheet2!$A$2:$A$25671=$A2)*--(Sheet2!$B$2:$B$25671<=$B2)*--(Sheet2!$C$2:$C$25671>=$B2)),999)),1),1)
I have two important details that are inputted into an excel table, Job_Start_Date and Job_Hours (meaning the hours required to complete the job). Given certain working hours (eg 7:00am-3:30pm) I need to calculate what day and what time they will finish. I already have that basic bit working, but I cannot for the life of me figure out how to skip weekends in that calculation (Note that there is a boolean for Sat/Sun that defines whether that day should be skipped).
Here is an example of the data
and an example of the data visualization: (The DIV errors are because employee count equals 0, pay this no mind.)
.
This is the formula used in the visualizer (a massive index match)
=IFNA(INDEX(INDIRECT(Allocation!$A$1), MATCH(1,($A3 = INDIRECT(Allocation!$K$1))
* (C$1 >= INDIRECT(Allocation!$C$1)) * (C$1 <= INDIRECT(Allocation!$D$1))
* IF(C$1 = INDIRECT(Allocation!$C$1), ($B3 >= INDIRECT(Allocation!$E$1)),
($B3 >= INDIRECT(Allocation!$I$1))) * IF(C$1 = INDIRECT(Allocation!$D$1),
($B3 < INDIRECT(Allocation!$F$1)), ($B3 < INDIRECT(Allocation!$J$1))), 0)),"")
As you can see in the image, Saturdays need to be skipped (being FALSE), but it is still shown on the visualizer. However, if I include a statement that matches the Saturday condition (so it only shows up on a Saturday if TRUE), it will not alter the end date and thus will not push the final day to Monday.
Essentially the question is: How can I skip days but preserve the 'working hours'. This must be done in excel formulas in the same Job table (first image).
Thanks.
Here is how I got it working using WORKDAY.INTL.
First is a nested IF to determine which weekend type to use for the workday.intl function
Weekend=IF(OR([#[JOB SATURDAY]], [#[JOB SUNDAY]]), IF(AND([#[JOB SATURDAY]], [#[JOB SUNDAY]]), -1, IF([#[JOB SATURDAY]], 11, 17)), 1)
Then a second if statement that references that value and then spits out the correct date
=IF([#[Weekend]] = -1, [#[JOB START DATE]]+[#[Working Days]], WORKDAY.INTL([#[JOB START DATE]], [#[Working Days]], [#[Weekend]]))
I am trying to calculate the percentage, here the rules are as follows:
01. Employees working in IT department for more than 10 years will get 7% and rest of the IT guys will get 6.5%
02. And for rest of the departments, we have different percentages
Here H column represents various departments and F is working experience and in column I we're getting the main value from which we have to calculate the percentages.
Here's what I tried
=IF(AND(H5="IT",F5<10),I5*6.5%,I5*7%,IF(H5="PRODUCTION",I5*9%,IF(H5="MARKETING",I5*6%,IF(H5="LAW",I5*6%,IF(H5="HR",I5*9.36%)))))
This is showing You've entered too many arguments
Your first If statement, really had one too many argument.
=IF(AND(H5="IT",F5<10),I5*6.5%,IF(H5="PRODUCTION",I5*9%,IF(H5="MARKETING",I5*6%,IF(H5="LAW",I5*6%,IF(H5="HR",I5*9.36%,I5*7%)))))
Since each new if is nested as the FALSE eventuality. Look at the end for that 7%.
Edit:
My bad(reading your comment made me realize), there are two error in your formula.
One has been discussed, the second is how you nested those IT percentage.
=IF(AND(H5="IT",F5>=10),I5*7%,IF(AND(H5="IT",F5<10),I5*6.5%,IF(H5="PRODUCTION",I5*9%,IF(H5="MARKETING",I5*6%,IF(H5="LAW",I5*6%,IF(H5="HR",I5*9.36%,""))))))
In this version I added another IF statement. We could have avoided it by defining either one of the IT's rate as the ELSE result same as my initial answer. Now all predictable eventuality have their own TRUE match. An unexpected value will return an empty string. Maybe you want it to be 0 instead...
(1) IF(AND(...))= conditions
(2) I5 * 6.5% = value if true
(3) I5 * 7% = value if false
Therefore, you already indicate value if false and another if statement is not allowed. I would remove (3) and put it to the very end of your formula. As such, once none of the previous conditions are met, it will automatically take on the value of 7%.