Excel - Combining same names in 3 different sheets and adding their values - excel

This is a project in school, sorry I just have a basic VLOOKUP knowledge in Excel. I have three sheets named: pasta, pastries and cakes. So basically this is a tally of how much we sell, and on the 4th sheet, we must list the TOTAL payment each person ordered from each of the 3 products above.
so in the images, those 3 sheets are the total payment each person must pay on each product. If you notice, there are duplicate names within the SAME SHEET and WITHIN THE 3 SHEETS. Like Joey's name appears twice on the pastries sheet, and once in the cakes sheet.
So basically i think you're getting my drift, I want in sheet 4 to appear all the payments joey must make in all three products. Basically determining/looking up all same names and adding all the values, then listing everyone else. The closest end I was able to achieve in consolidate was to create 3 more tables in sheet 4 with each product, VLOOKUP all info, create a 4th table in sheet 4, and do consolidation (see sheet 4). But the problem is other than the fact that it is such a mess, they do get consolidated, but only after the consolidate program is entered. But if another input was made in the other 3 sheets, lets say joey buy 3 more pastas, it does not update anymore. Clicking create links in consolidation puts out an error.
I tried searching on youtube and forums stating the way of "Consolidate", but it always either messes up the whole sheet, adds a column in between, and other stuff. So I may want to do this in VLOOKUP way, so that it can be dynamic, meaning that the consolidation changes automatically EACH TIME an input is made/changed. And it is much cleaner, as I do not have to create 3 more tables in sheet 4 to show the summary of each product.

Consolidating names from individual sheets is not done in a straightforward way with formulae. You have to resort to VBA for that, which I assume is not in the scope of your project.
However, assuming that in sheet 4, you have all names lined up in the first column, the summation is easily done with SUMIF.
If this is your source sheet
In your new sheet, line up all names on column A, preferably sorted.
Add a column for each food item, say Pasta, Pastries.
Use this formula in each row.
=SUMIF(Sheet1!A2:A7,Sheet2!A3,Sheet1!B2:B7)
First column above Sheet1!A2:A7 is the list of names. Sheet2!A3 is the current name in question. Sheet1!B2:B7 is the amount due.
This would total each food item under that person. Finally you can have a total column to give the total across all food items. If needed hide the individual food totals. So finally, you might have something like below. Hide columns B and C in the end, if needed.

Related

Matching mulitple criteria across 2 sheets and pulling some data from that match in excel

I have two sheets of data, one is a list of 4000+ companies and some data about the company (including a CUSIP and an issue date). The other lists stock prices per day for a said list of companies spanning multiple years.
I need to match the CUSIP and the issue date from the first sheet with that of the second and extract a number from sheet 2 where both where a match and put it in sheet one in a colomn next to the other data from that company.
Sheet 1
Sheet 2
I tried =VLOOKUP(E1076&O1076;Sheet1!A:Sheet1!K;11;FALSE) but all this did was give me a #NAME error same for when I tried to do this on the same sheet
I tried =INDEX(W:AP,MATCH(1,(X:X=D5)*(AE:AE=N5),0),42) but that just tells me it isn't a formula to begin with
Combined Sheets
In Column R:
{=INDEX(AG,MATCH(D2&N2, U&AB,0))}
will work for you but will likely be slow (make sure to enter with ctrl+alt+enter)
You can try and mitigate the lag by using defined ranged (e.g. U2:U4000&AB2:AB4000) but since your list is ever growing I'll guess that the lag will come back pretty quick.
To keep things faster, I suggest you use a helper column where you concatenate U and AB. Let's say column AC:
=U2&AB2
(copied all the way down)
You can then use a simple INDEX/MATCH:
=INDEX(=INDEX(AG,MATCH(D2&N2, AC,0))
You could also concatenate D and N to another column and use that column as your lookup value.

MS Excel Compare 2 Columns And Add Additional Column

really need some professional ms excel guru, I'm working in small company HR and we have a list of names of our clients and employees (3000 names give or take) with their salary by the side,
now our management wants to add like say "bonuses" to the salary but don't want to add it directly to it's cell but a column next to the "salary's" column,
I've drawn a chart of basically what I'm talking about, I know it's doable or any way of comparing a list of our employee's name and adding additional columns to the employee's row?
Example Of Workflow
Create a named range by the name of "BonusList", anywhere in the same workbook as the list of salaries. That list should consist of 2 columns, the first of which has the names, the second the bonus.
Use this formula in the column where you want the bonus to appear (the new column).
=IFERROR(VLOOKUP($A3, BonusList,2,FALSE),"")
Make sure that the names are in column A of the salary list. You can change the column, if the names are in another column. Make sure that the row in which you paste the first formula is aligned with the row in the formula (here it is row 3). Copy down.
The formula will display a blank if the name from the salary list isn't found in the bonus list.

excel - advanced vlookup or other formula?

I have a question regarding excel and I am looking for a formula that can help me transport my data from one sheet to the other. I have some experience with excel, however I am not a pro at it, so I apologize if this is a very trivial question but would also be happy since that would mean it probably has a very trivial answer! Unfortunately I do not have enough reputation points yet to post images, but I will try to explain it as clearly as possible.
Basically I am creating an excel template and the goal is to have 2 sheets in excel.
In the first sheet I have a column with following input in rows A1 - A3: Sales Region,
Country, Account ID's.
Above is the example of column A; from column B --> x; I will put e.g.
Americas, US and as many account numbers as there are in that specific country.
However on the second sheet it gets a bit complicated. My goal is that all the account numbers from sheet 1 irrespective of their sales region and country (which also means irrespective of their column) will automatically be listed on the second sheet.
The second sheet will be organized in the following way:
From column A - C; sales region, country and account ID.; from column D - x financial information for each account.
As a first step I want all the different account ID's from the different columns on the first sheet to be listed under column C (account ID's) on the seconds sheet.
As a second step I want column A - B to be automatically filled out according to account number by accessing the information in which column and thus sales region and country the account is in on sheet one.
I don't think a simple vlookup would do the job, especially for step 1, since I want the account ID's from many different columns and rows in sheet 1 to be listed in just one column....
hope it is clear enough! Would appreciate any help! :) thanks in advance!
The first step take all of column A and copy it to the 2nd sheet on column C.
Select data ribbon and select remove duplicates.
For column A insert vlookup for column C for all the data in 1st sheet
For column B insert vlookup for column B for all the data in 1st sheet
Those value will work well only if an ID has one valid Region and country.
Now just use custom sort to sort it in the way you desire.

Excel formula to get specific data that according to another column

I have a spreadsheet that contains various sheets, each sheet contains different types of orders including items, descriptions, quantity, etc.
ITEM DESCRIPTION QTY
Apple ... 1
Orange ... 4
I would like to get a formula that is capable to find out the total quantity of items from every sheet.
If you want to do it in a single cell, I'm afraid the only way of doing so without VBA is to make a manual search over all the pages :
= SUMIF(Page1!A:A,"=ItemName",Page1!C:C)+ SUMIF(Page2!A:A,"=ItemName",Page2!C:C)+ ...
Other solutions would involve you creating your own personal vba function or adding new cells in each sheet which I'm not sure are within the realms of possibilities.
If all your sheets with "data" on them are the same format, you can save time and maintenance by doing the following:
create a sheet called start which is before all the "data" sheets. This sheet should be blank (except perhaps for a bit of text saying "this sheet is intentionally blank")
create a sheet called end which is after all the "data" sheets.
Then in your summary sheet, you can do =SUM(start:end!C:C) (I'm assuming your quantity is in column C from your example above).
If you use this approach, you can easily add sheets in between start and end; the formula will not need to be rewritten
Per #l3echod's comment in another answer, you can also use this pattern in SUMIF and SUMIFS formulae, if you want total quantity per item:
=SUMIF(start:end!$A:$A,$A2,start:end!$C:$C)
this assumes the item in question is in cell A2. Note that depending on the volume of data you have, this might be a slow formula to calculate.

Excel: Multiple Vlookups to pull in 1 data element

I have 2 separate sheets in Excel. On sheet 1, I am using the following if statement in column C (hours) to pull in a number in column D (hours) from sheet 2.
=IF(ISERROR(VLOOKUP(A2,Sheet2!A:D,1,FALSE)),"N/A",VLOOKUP(B2,Sheet2!A:D,4,FALSE))
The first vlookup is validating the project number on the second sheet, then the second vlookup is validating the team name and pulling in the hours from the second sheet.
The problem is that when I copy the formula down the column, the hours value repeats for the same team name. Does anyone have any suggestions?
Sheet 1
columns
Proj_Number Team Name Hours
123456 R&D 26
123456 Dev 50
123456 QA 10
777777 R&D 26
Sheet 2
Proj_Number Team Name Organization Hours
777777 R&D AUTO 26
123456 DEV AUTO 50
123456 QA AUTO 10
123456 R&D AUTO 20
You are asking VLOOKUP to do something that it cannot do. The second VLOOKUP in your IF formula:
VLOOKUP(B2,Sheet2!A:D,4,FALSE)
is being asked to return the first instance of 'Team Name' that it finds on sheet 2; which it is doing.
If you want to return the number of hours based on the 'Team Name' and 'Proj_Number', you need to do it a bit differently.
One way is to create another column on Sheet2, maybe called 'Proj_plus_Team', (inserted at column C location) that concatenates the values in 'Proj_Number' and 'Team Name'. Then you can search on this new column using the following formula:
VLOOKUP(A2 & B2,Sheet2!C:E,3,FALSE)
Also, when doing this, make sure that the data on Sheet2 is sorted alphabetically on the values in column 'Proj_plus_Team'. VLOOKUP requires that the search column be sorted alphabetically or inaccurate results may be returned.
Option 1 - using formulas
LOOKUP is designed to retrieve a single value, which is what it's doing. It loops through a data range, checking whether the value is bigger/smaller than the reference value, and retrieves the first transition point. In your case, it finds the first match and stops, not what you're after at all.
If you want to do this using formulas, you'll probably find SUMIF() and the newly added in 2007 SUMIFS() to be a much cleaner route. Also, side-note, in Excel 2007 Tables are your new best friend, they tidy the formulas for this kind of thing right up and look after things like expanding ranges.
Your example above, using tables, would be translated to:
=SUMIF(Table2[Team],Table1[[#This Row],[Team]],Table2[Hours])
where Table1 is the equivalent of your Sheet1, and Table2 maps to Sheet2
Of course the reason that this won't provide what you're after is that this is summarising by team only, whereas you want to apply 2 filters, so you'd move to SUMIFS() and end up with:
=SUMIFS(Table2[Hours],Table2[Proj_Number],Table1[[#This Row],[Proj_Number]],Table2[Team],Table1[[#This Row],[Team]])
The benefit is that your formula will always recalculate automatically, the downside is that you have to manually update your Table1.
Option 2 - pivot tables
Insert --> Pivot table will create your pivot table, set the range as appropriate.
Then drag Project Number into Row labels, drag Team name below it also in Row labels, and drag Hours into the Values box.
That'll give you a breakdown by project by team of how many hours. You can then mess around with the options to get it exactly how you want, by doing things like turning off the level 1 summaries. Those kind of options are best found by experimentation, they live in the PivotTable Design tab. The catch is the need to manually refresh the pivot table, the benefit is that when you add new projects they'll be taken care of easily.

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