Cannot find Price in Excel Document - excel-formula

I have a list of Stock prices that i have imported into Excel. I wanted to check if a given price would have potentially been reached within the range of the Open Price and the Close price of any given day.
For Example:
The Price I am looking for is 11.98
I Now want to know if within the last 100 trading days of data that I have...how many times the price of 11.98 could have appeared. With the idea that if the Open Price on a hypothetical day was 11.50 and the closing price of the same stock on that day was 12.23, then Hypothetically the price of 11.98 could have occurred). If price i am searching for (in my example, 11.98) could hypothetically have occurred in a day, I will count that as one occurrence...using my example of 100 trading days...then the maximum number of occurrences would be 100 (or once per day). I would like to do this in excel and would like help in what the formula should be. Ultimately, I would like a value representing how many times the price I am interested in has occured. THank you in advance.

Lets assume column A is your date, column B is your opening price, column C is your closing price and the price you are looking for is in D2.
=SUMPRODUCT((A2:A6>=TODAY()-100)*(B2:B6<=$D$2)*(C2:C6>=$D$2))+SUMPRODUCT((A2:A6>=TODAY()-100)*(B2:B6>=$D$2)*(C2:C6<=$D$2))
Now this will not cover case where the opening price and the closing price are both lower or both higher than a trading price occurring in the middle of the day.
NOTE: This assumes that the date in column A is stored in excel time date serial format and is not text. If it is text the formula will need to be adjusted.

Related

Excel: Count distinct numerical values if string condition matches

I have a list of employee names on one tab and another tab with orders shipped by employees and the month they were shipped going back 12 months. I'd like to calculate the average number of products shipped per employee per month, but I need to know how many months they were here to do that. So what I'd like to do is essentially write a formula that says give me the count of the distinct number of months they've been shipping products.
Sample employee data:
And here's the sample data on the individual shipments:
So in short, I need to know that Joe Smith shipped those 250 products across 3 distinct months to see he averages 83.3 shipments per month. Again, because there are many new people who have come onboard in the last 12 months, I can't just divide them all by 12 and need to know how many months they were shipping items in.
FILTER Shipper and Month based on Shipper column with criteria Employee name. Apply UNIQUE on filtered array to get only unique values (name + month number). Use COUNT to get active months. Divide Products Shipped by it.
Result:
Average by Count of Uniques
=LET(Shippers,B2:B11,Months,C2:C11,uShippers,E2:E4,uProducts,F2:F4,
uMonths,BYROW(uShippers,LAMBDA(uShipper,
ROWS(UNIQUE(FILTER(Months,Shippers=uShipper))))),
IFERROR(uProducts/uMonths,""))
You can use this array version, which spills all the results at once:
=LET(empl, A2:A4, prods, B2:B4, shipper, B7:B16, months, C7:C16,
ux, MAP(empl, LAMBDA(e, COUNT(UNIQUE(FILTER(months, shipper=e))))), prods/ux)
Here is the output:
It is also possible not using MAP but it is a verbose solution:
=LET(empl, A2:A4, prods, B2:B4, shipper, B7:B16, months, C7:C16,
left, TRANSPOSE(N(shipper=TOROW(empl))), right, N(months=TOROW(UNIQUE(months))),
cnts, N(MMULT(left, right)>0), ux, MMULT(cnts, SEQUENCE(ROWS(cnts),,1,0)), prods/ux)
Replacing TOROW with TRANSPOSE it should work for older Excel versions.
This is how I would have done it, create a Pivot table(Insert->Pivot Table) with Months as column, Employee as row and the values as count of shipments. Once you have the Pivot table, your life becomes easier. Now you do a count of the employee row (COUNT(COL-1:COL-X)) to count the total months a particular employee showed up.You now have count of shipments and a count of months. You can calculate the average. Not sure I can think of anything else easier.

Choose correct PRODUCT COST from ROW based on amount sold

I am making a sheet to CALCULATE REAL REVENUE from each sale I make on my online store.
The problem is that the COST of my products is not always constant. It varies depending on many factors so each time I make a purchase I add the NEW PRODUCTS COST (LATEST COST).
Each time I make a new purchase I will add the QUANTITY and the new COST. (PURCHASE 1, PURCHASE 2, PURCHASE 3,etc).
Screenshoot of my sheet with example on ROW 41
In Column B I want to know which is the CURRENT COST based on the amount of TOTAL SALES of each product.
For example:
If I have sold less than 100 ( Pruchase 1 QUANTITY) then I need the formula to choose value of E41 (PURCHASE 1 COST).
If I have sold MORE than 100 and LESS than 300 (which is the SUM of PURCHASE 1 & PURCHASE 2) I need the formula to choose value of G41 (PURCHASE 2 COST) AND SO ON...
The formula I have come up with so far is this:
=INDEX(41:41,,IF(C41<=D41,COLUMN(E41),IF(C41<=D41+F41,COLUMN(E41)+2,IF(C41<=D41+F41+H41,COLUMN(E41)+4,COLUMN(E41)+6))))
This formula WORKS but only for the first 3 PURCHASES.
I need a formula that has no limit but I don't know how to make a VARIABLE formula.
Please take my words literally when I say that I wouldn't waste one minute on trying to solve your problem with your current sheet design. You would need VBA, and then extract quantities and prices from each purchase without the ability to filter on columns. (Minute is up.)
What you need is a Purchase database: ItemID, Date, Quantity, Price, maybe Ref#. From that you can pull out the transactions for any item by filtering on the item and the cost by using functions like SUMIF. However, this just brings the real problem within reach without solving it.
The problem is that when you buy 100 pcs #42 your price is 42. Then you buy another 100 pieces #46 your average price is 44. But if you sold 50 pieces with a cost of 42 then the average cost of the remaining 150 is 45. Therefore you can't determine the average cost of any remainder without knowing the quantity sold and the average cost applied to that sale. To solve that problem you will still need VBA but the suggested db format of purchase record would at least support such a solution.
Not so long ago I programmed a solution where there were additional columns in the db and each sale was recorded in 3 columns (much like your present purchase record): date, Qty, Ref. In this way I could trace the sale of each individual purchase (this was for shares trading). The sale of the newer quantity wouldn't start until the earlier quantity was sold out.
Perhaps you don't need to trace where the purchased quantity went to and just need one column to count down the balance to zero. That would be much simpler but has the drawback that you can't roll back errors. In the end the rollback was the reason why I abandoned the design. The key to the ability to abandon it is a similar db for sales: date, qty, price, Ref#.
With such a setup you might design a system to either extract the average or FiFo price from the purchase side and associate it with a sale. If the condition is that it should be done with worksheet functions you could add a column for "current cost" in the purchase db, changing with each purchase, which you look up by date from the sales side using VLOOKUP or SUMPRODUCT, having set a cost price applicable from the day of purchase until the next. If that appeals to you, a method must be found to deal with days on which there are both purchases and sales.

Assign specific dates based to an employee level dataset on weighted averages in excel

I have a dataset in excel which shows headcount by employee level and which department each employee would fall under (sales, ops, or support). I would like to send a survey to each employee once every 26 weeks (2 times a year), but I would also like to keep sending surveys every week to ensure continuation of surveys to a certain amount of population split between sales, ops, and support departments based on their weight of the total population.
This way, I am sending surveys every week to a tiny bit of my overall headcount but only repeating people every 26 weeks.
Can anyone please help on how to solve this in excel with a formula?
From attached sample data, how can I split the headcount to send surverys for 26 weeks straight but to different population every week and not repeat? This different population should be split by % of department out of total headcount. Meaning if I have 10 people every week and % split is 40% sales, 30% operations, and 20% support, the survey should be sent to 4 sales, 3 operations, and 2 support people. Please note that the 10 people and the %s may vary every week because of new hires and resignations.
Thank you!
Sample Data
In the data sheet, ceate a helper column D, where you hand out the numbers to each employee, label it MOD. Use the formula for each employee, enter to cell D2:
=MOD(ROWS(A$2:A2)-1;$H$2)+1
That way each employee is assign a number from 1 to whatever is in the cell H2, e.g. 26. Then contact list all employees with 1 and you have the first batch and so you continue each week to get to employees with 26 in 26 weeks. This way all get the survey but just once.
Of course the share of the individual depts cannot be achieved each time, as there are less employees in some. If you wanted to keeps the shares, some employees of the smaller departments would get the survey more times.
If you want to get some randomness into the order, just mix the order of MOD numbers, e.g. start with 7, continue with 23 etc.
I hope I got the question right, I am not sure in some parts.

How to calculate no of days where sales were made in MS excel using sumifs and countifs?

I am working on an excel sheet where I am required to calculate average number of days the stores in a city were able to make some sales. I am attaching a sample of the table for reference. The values in the cells represent the number of units sold(not relevant to this question).
Here across NY, two stores are present, and out of the total number of days in consideration (3*2), only 4 days some sales were made, making the average 66%.
Similarly for Paris, there exists only one store which was open across all days.
To arrive at the figures, I tried using nested countifs and SUMIFS , but did not receive the expected results. Also, in some of the older posts, users had suggested to use INDEX MATCH with SUMIFS, but I was not to get accurate results using these.
Can anyone help me to get the correct figures for Total days, and Days with some sale.
SUMPRODUCT SOLUTION
=SUMPRODUCT(--(A$2:A$5=A8)*--(C$2:E$5<>""))
=SUMPRODUCT(--(A$2:A$5=A8)*--(C$2:E$5<>"NO SALE"))
=ROUND(C8/B8,4)
First, according to your grid NY made sales on 4 of the 6 days. (NY1: Mon, Wed; NY2: Tues, Wed). Thus the average is not 50% but 66%.
Second, to get your formula. Assuming "Place" is in column A. Below is for NY, you can solve for the rest.
Total number of days:
In cell "C9": =COUNTIF(A2:A4,"=NY") * 3
Days with sales:
In cell "D9": =COUNTIF(C2:E2,"<>NO SALE") + COUNTIF(C4:E4,"<>NO SALE")

Excel formula to calculate the sum of positive and negative change of products

I have excel table in csv with data from monitoring smart shelf. The shelf status is monitored every 2 mins. The data is the table with time status of products at given time during the day. Each column consists of numbers e.g. 1,4,3,2,2,2,0,0 etc. When the number is bigger than previous one (e.g. was 2 and now is 3) it means that someone added the product to the shelf, and when the number is less than previous one, it means that the product unit/s was sold.
Te problem is to construct the formula that will be count quantity sold and quantity added. I think that it should monitor the change of quantity whether is positive or negative and sum each positive and negative change.
I just started learning excel more complex formulas and I don't have any idea how to solve this problem. I count on your help
Sold
=SUMPRODUCT(A1:A7-A2:A8,--(A1:A7>A2:A8))
Stocked
=SUMPRODUCT(A2:A8-A1:A7,--(A2:A8>A1:A7))

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