How can I put together a SUMIFS in Excel to include an OR? - excel

I'm trying to put together a calendar of regular payments which will have a date begun, day the money is paid and the date cancelled (if there is one), however I'm struggling with setting up my SUMIFS function. I've set up an example here.
What I'm trying to do is add the paid value on the day the payment is made, if the date started is less than the date, and only if the date cancelled is empty or the date is before the date cancelled.
List of payments:
A B C
1 Payment | Begun | Cancelled
---------+------------+------------
2 £5.00 | 01/01/2016 |
3 £9.00 | 04/01/2016 | 01/02/2016
Calendar (that I'd expect):
E F
1 Date | Payment
----------+---------
2 01/01/16 | £5.00
3 02/01/16 | £0.00
4 03/01/16 | £0.00
5 04/01/16 | £9.00
...
33 01/02/16 | £5.00
34 02/02/16 | £0.00
35 03/02/16 | £0.00
36 04/02/16 | £0.00
So in this example: £5 should be added on 01/01/16 and 01/02/16, while £9 should be added on 04/01/16 only.
So far in the F column I have:
=SUMIFS($A$2:$A$3, DAY($B$2:$B$3), "="&DAY(E2), $B$2:$B$3, "<="&E2, $C$2:$C$3, ">="&E2)

This Array formula in F2 should do what you want:
=SUM(IF((DAY($B$2:$B$3)=DAY(E2))*(E2>=$B$2:$B$3)*(E2<=$C$2:$C$3),$A$2:$A$3))+SUM(IF((DAY($B$2:$B$3)=DAY(E2))*(E2>=$B$2:$B$3)*(""=$C$2:$C$3),$A$2:$A$3))
It is an Array formula and must be confirmed with Ctrl-Shift-Enter. Then copied down.
The 'OR' in Array formulas must use a +. If all you had were AND the * would work.
I assume you are going to be adding dates to columns A:C, you can change all the small absolute ranges to the desired ranges and it will work for multiples.
Do forgive our backwards dates.

you should just ADD the results of two separate SUMIF()'s in your case:
=SUMIFS($A$2:$A$3, DAY(B$2:B$3), "="&DAY(E2), $B$2:$B$3, "<="&E2, $C$2:$C$3,">="&E2)
+
SUMIFS($A$2:$A$3, DAY(B$2:B$3), "="&DAY(E2), $B$2:$B$3, "<="&E2, ISBLANK($C$2:$C$3),TRUE)
Confirm with Ctrl+Shift+enter

Related

Formula for Data Comparison

I am looking for a formula that will populate a cell based on yesterday's day value for last month.
Please see my example:
Prior Month Comparison | | |
5-Jul | 5-Aug |4-Aug | 5-Jul
Total Number of Records: 10 | 25 | 7 | 10
Total Records Sold: 5 | 3 | 0 |... 5
I have all of July records to the right of my August records. I might have to use arrays so I'm not sure what would be the best approach.
I have looked into index/match but I'm not sure how to best apply this formula. I am available to any formula that will help me fill out my Prior Month Comparison column.
Thanks!!
Use HLOOKUP:
=HLOOKUP($B$1,C:E,ROW(),FALSE)

Excel countif and sumif together

I am trying to write a formula in Excel which will count how many times we have sold less than 50 of a particular product. For example, here is a day's sales:
Order | Product | Qty
1 | A | 5
2 | A | 5
3 | A | 5
4 | B | 30
5 | C | 75
I want a formula in a cell which says how many times we have a requirement for less than 50 of a certain product. So in the example above, there is a total of 15 As, 30 Bs and 75 Cs, so 2 of those are less than 50.
I think it will need to be an array function of COUNTIF and SUM, but can't figure it out.
You could use this formula:
=SUMPRODUCT(--(IF(ROW($B$2:$B$10)=MATCH($B$2:$B$10,$B$1:$B$10,0),SUMIF($B$2:$B$10,$B$2:$B$10,$C$2:$C$10),"")<50))
Note: It's an array formula and must be entered through Ctrl+Shift+Enter
Product order placement can be randomized and does not have to be in order.
Another way
=SUMPRODUCT((SUMIF(B2:B10,B2:B10,C2:C10)<50)/COUNTIF(B2:B10,B2:B10))
Maybe something like that will help:
=SUMPRODUCT(--IF($B$2:$B$11<>$B$1:$B$10,SUMIF($B$2:$B$11,$B$2:$B$11,$C$2:$C$11)<50,0))
Note that this is an array formula so needs to be entered with Ctrl+Shift+Enter. Data needs to be sorted by Product (i.e. product A cannot appear in random rows, like row 2, 20 and 100; it needs to be grouped together).
Result:

Excel: Average of parts of a column based on another column

Using Excel 2011 for mac, I have three columns: ID, Start date, end date and time to completion. (Date format: dd/mm/yyyy)
ID | Start | End | Time
1 | 01/01/2016 | 05/01/2016 | 4
2 | 04/01/2016 | 08/01/2016 | 4
3 | 01/02/2016 | 14/02/2016 | 13
4 | 02/02/2016 | 20/02/2016 | 18
5 | 01/03/2016 | 05/03/2016 | 4
6 | 06/03/2016 | 08/03/2016 | 2
7 | 12/03/2016 | 15/03/2016 | 3
Column D is basically the difference between column C and column B.
Now I have the total average, which is easy to calculate but I'd also like to have the averages for the different months.
And this is where my knowledge falls apart. I've tried several things but I can't seem to figure out how to calculate an average using only the cells in a column that match a certain value in another column. I could sort the tickets by date and do it manually by doing the average for only a certain range but as this list constantly changes this is definitely not a nice option.
Check out the AVERAGEIF function
AVERAGEIF(selection_range, criteria, averaging_range)
It uses the values in the selection_range to filter which values in the averaging_range will be averaged.
In your case you could say AVERAGEIF(B1:B8, "01/01/2016", D1:D8)
There are multiple ways. I would personally use an array formula, but that may be a bit advanced and overly complicated.
I suggest adding a column E "Month" - into E2 add:
=MONTH(B2)
Then copy cell E2 to E3:E8.
Now you can easily get a monthly average by applying the AVERAGEIF command:
=AVERAGEIF(E2:E8,2,D2:D8)
The second argument, 2, indicates February, but may be exchanged with any number from 1-12.

MS Excel - finding the first row after a certain date

Say I have a spreadsheet with the following, and for convenience say all of this starts from cell A1.
---------------------------------------
| Date | Item | Account |
---------------------------------------
| 01/09/2011 | Testing 1 | USD |
| 03/09/2011 | Testing 2 | USD |
| 11/09/2011 | Testing 3 | USD |
| 20/10/2011 | Testing 4 | JD |
| 22/10/2011 | Testing 5 | JD |
| 25/10/2011 | Testing 6 | USD |
| 03/11/2011 | Testing 7 | USD |
| 05/11/2011 | Testing 8 | JD |
---------------------------------------
Now, I want to run a report for a month, starting on 1/10/2011 and ending on 31/10/2011. I need to find the first row on or after the starting date, and then get every subsequent row until the end date. If I can figure out how to get the row reference for the first and end dates, then I can figure out the rows in between (obviously!).
I have only been able do these sorts of matches on exact matches ie. no idea how to do 'greater/less than' matches.
How would I go about matching on both the date and the account columns?
Needless to say, this needs to be in a formula.
=match(date(2011,10,1),a2:a9,1)+1
=match(date(2011,10,31),a2:a9,1)
First formula shows row for the first record for October, second formula for the last day. Data must be sorted in ascending order.
Use the following Array Formula for finding the Row containing the earliest date, which is equal to or greater than the date mentioned in cell C1 (in your case this is 1 October).
=MATCH(MIN(IF($A$1:$A$30>=C1,1,9999)*$A$1:$A$30),$A$1:$A$30,0)
Date list is in cells A1 to A30. Change the references as required.
Data need not be sorted in ascending or descending order.
Use the following Array Formula for finding the Row containing the latest date which is equal to or less than the date mentioned in cell D1 (in your case this is 31 October). Data need not be sorted in ascending or descending order.
=MATCH(MAX(IF($A$1:$A$30<=D1,1,0)*$A$1:$A$30),$A$1:$A$30,0)
If you want the earliest and latest dates, use the following Array Formulas.
=MIN(IF($A$1:$A$30>=C1,1,9999)*$A$1:$A$30)
=MAX(IF($A$1:$A$30<=D1,1,0)*$A$1:$A$30)
All the formulas used above are Array Formulas. To enter an array formula, use Control+Shift+Enter instead of Enter.
Vijaykumar Shetye, Goa, India
I would recommend using a pivot table for this. Look at the second link on in the "Excel Templates - Pivot Table" section on this page on the Contextures site.

Excel Formulas: Show total based on date entry

I've got a spreadsheet with two columns that represent the number of processed records, and the date the records were processed. In some cases, the records can be processed in multiple batches, so the document looks something like this:
33 4/1/2009
22 4/1/2009
12 4/2/2009
13 4/4/2009
36 4/4/2009
I'm trying to add a new set of columns that contain a date, and shows the total number of records for that date, automagically:
4/1/2009 55
4/2/2009 12
4/3/2009 0
4/4/2009 49
I know how to do this algorithmically, and I could probably manipulate the spreadsheet outside of Excel, but I'm trying to do this in the live spreadsheet, and am a bit bewildered as to how to pull it off.
Any ideas?
Thanks!
IVR Avenger
Will the SUMIF function work for you? SUMIF([range],[criteria],[sum_range]) I think you could set range = the set of cells containing dates in your first listing, criteria would be the cell containing the date in the second listing, and sum_range would be the counts in the first column of your first listing.
I would suggest using a Pivot Table. Put the dates into the row area and 'sum of' records in the data area. Nothing in the columns area.
A pivot table will be more dynamic than a formula solution because it will only show you dates that exist.
Assuming your dates are in column B and the numbers to be accumulated are in A, you could try something like this:
| A | B | C D
1 | 33 | 4/1/2009 | =MIN(B:B) | {=SUM(IF(B1:B5=C1,A1:A5,0))} |
2 | 22 | 4/1/2009 | =C1+1 | {=SUM(IF(B1:B5=C2,A1:A5,0))} |
3 | 12 | 4/2/2009 | =C2+1 | {=SUM(IF(B1:B5=C3,A1:A5,0))} |
4 | 13 | 4/4/2009 | =C3+1 | {=SUM(IF(B1:B5=C4,A1:A5,0))} |
5 | 36 | 4/4/2009 | =C4+1 | {=SUM(IF(B1:B5=C5,A1:A5,0))} |
Note the {} which signifies an array formula (input using Control-Shift-Enter) for any non-trivial amount of data it's heaps faster than SUMIF().
I'd be inclined to define dynamic names for the A1:A5 and B1:B5 parts, something like
=OFFSET(A1,0,0,COUNT(A:A),1)
so that I didn't have to keep fixing up my formulae.
There's still a manual element: adding new rows for extra dates, for example - that might be a good place for a little VBA. Alternatively, if you can get away with showing, for example, the last 90 days' totals, then you could fix the number of rows used.

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