Excel Countif Multiple Criteria based on ID - excel

I am trying to create a formula that will count an ID in one column if it means several criteria in another column. Other formulas I've seen are close to what I want but none consider ID.
My data look like this:
The formula you see in the formula box is the closest thing I could get but it sums up the number of times it gets all the criteria.
My wish list simplified is:
to get a 1 in Column G based on ClientEnrollmentID if Column C has
"Initial" OR "Annual".
same as above except "Initial" AND "Annual".
For example, 1074328692 (the first ClientEnrollmentID--H2) should be 1 for the first wish and 0 for the second wish.
1074331324 (second row--H3-H5) should be 1 because it satisfies the two wishes (it would be okay for 1 to appear in multiple rows for the ClientEnrollmentID).
My third wish is that someone can help me with this. Thanks!

Just math. Maybe this can help:
=MIN(COUNTIFS(H:H, H:H, C:C, "Initial") + COUNTIFS(H:H, H:H, C:C,"Annual"), 1)
=COUNTIFS(H:H, H:H, C:C, "Initial") * COUNTIFS(H:H, H:H, C:C, "Annual")

A COUNTIFS function can be given OR criteria in the form of an array of constants if you wrap it in a SUM function.
        
The formula in G2 is,
    
The second wish can be derived as either a 1 or 0 with an AND function.
    
If they have to be in one cell, you could concatenate them together with something like a division symbol separating them like this.
        
Of course, that renders them completely ineffective for any totaling or mathematical comparison without parsing the string.

Related

How to select a column IF [duplicate]

Is there a formula that returns a value from the first line matching two or more criteria? For example, "return column C from the first line where column A = x AND column B = y". I'd like to do it without concatenating column A and column B.
Thanks.
True = 1, False = 0
D1 returns 0 because 0 * 1 * 8 = 0
D2 returns 9 because 1 * 1 * 9= 9
This should let you change the criteria:
I use INDEX/MATCH for this. Ex:
I have a table of data and want to return the value in column C where the value in column A is "c" and the value in column B is "h".
I would use the following array formula:
=INDEX($C$1:$C$5,MATCH(1,(($A$1:$A$5="c")*($B$1:$B$5="h")),0))
Commit the formula by pressing Ctrl+Shift+Enter
After entering the formula, you can use Excel's formula auditing tools to step through the evaluation to see how it calculates.
SUMPRODUCT definitely has value when the sum over multiple criteria matches is needed. But the way I read your question, you want something like VLOOKUP that returns the first match. Try this:
For your convenience the formula in G2 is as follows -- requires array entry (Ctrl+Shift+Enter)
[edit: I updated the formula here but not in the screen shot]
=INDEX($C$1:$C$6,MATCH(E2&"|"&F2,$A$1:$A$6&"|"&$B$1:$B$6,0))
Two things to note:
SUMPRODUCT won't work if the result type is not numeric
SUMPRODUCT will return the SUM of results matching the criteria, not the first match (as VLOOKUP does)
Apparently you can use the SUMPRODUCT function.
Actually, I think what he is asking is typical multiple results display option in excel. It can be done using Small, and row function in arrays.
This display all the results that matches the different criteria
Here is an answer that shows how to do this using SUMPRODUCT and table header lookups. The main advantage to this: it works with any value, numeric or otherwise.
So let's say we have headers H1, H2 and H3 on some table called MyTable. And let's say we are entering this into row 1, possibly on another sheet. And we want to match H1, H2 to x, y on that sheet, respectively, while returning the matching value in H3. Then the formula would be as follows:
=INDEX(MyTable[H3], ROUND(SUMPRODUCT(MATCH(TRUE, (MyTable[H1] & MyTable[H2]) = ($x1 & $y1),0)),0),1)
What does it do? The sum-product ensures everything is treated as arrays. So you can contatenate entire table columns together to make an array of concatenated valued, dynamically calculated. And then you can compare these to the existing values in x and y- somehow magically you can compare the concatenated array from the table to the individual concatenation of x & y. Which gives you an array of true false values. Matching that to true yields the first match of the lookup. And then all we need to do is go back and index that in the original table.
Notes
The rounding is just in there to make sure the Index function gets back an integer. I got #N/A values until I rounded.
It might be more instructive to run this through the evaluator to see what's going on...
This can easily be modified to work with a non table - just replace the table references with raw ranges. The tables are clearer though, so use them if possible. I found the original source for this here: http://dailydoseofexcel.com/archives/2009/04/21/vlookup-on-two-columns/. But there was a bug with rouding values to INTs so I fixed that.

Get Count of Cells used in Excel Formula

I want to get the count of cells used in an excel function.
For example say I have a sum function ='CV'!D11+Farmer!D11+'County'!D11+Rt!D11+WT!D11+'Country'!D11
I need a function that will tell me how many cells were used to get the total sum. In this case it is 6. The tricky part is if one of the cells used is blank I do not want it counted. For instance say cell D11 on the Farmer sheet is blank I do not want it counted in the total. So the total should be 5.
Use COUNT:
=COUNT('CV'!D11,Farmer!D11,'County'!D11,Rt!D11,WT!D11,'Country'!D11)
It will only count the cell if it has a number
You should really try to collate all your data in to a single sheet before running calculations. For the sake of example, I'll assume you have it in the range A1:A5, then you can add handling of the various cases using array formulas:
Get the count of non-empty cells (the ISBLANK function is untrustworthy in my experience): {SUM(IF(LEN(A1:A5)>0,1,0))}
Get the sum of those cells: SUM(A1:A5)
(must use Ctrl+Shift+Enter to enter the formula as an array formula, you will know it worked if the formula shows like {IF(...)} with the curly brackets)
Because blank/missing values are treated implicitly as 0 in the SUM function, this case is simple. If you have other validations then you'd have to write an array formula for the summation as well. For example, only including numbers between a min and max threshold (e.g. if you want to exclude outliers):
{SUM(IF(AND(A1:A5 >= yourMinValue, A1:A5 < yourMaxValue), A1:A5, 0)}.
If I understand your question correctly, you want to literately count the number of cells used in a formula which in your example is summing 6 values from 6 different locations.
I used the following example to demonstrate my solution:
The sum of =A1+B1+C1+D1+E1+F1 is 10 where cell C1 has a 0 value in it but cell E1 is blank.
Using the following array formula I was able to count the number of cells that have a value other than 0:
=SUMPRODUCT(IFERROR(ABS(N(INDIRECT(TRIM(MID(SUBSTITUTE(RIGHT(FORMULATEXT(A3),LEN(FORMULATEXT(A3))-1),"+",REPT(" ",100)),100*ROW(INDIRECT("1:"&LEN(FORMULATEXT(A3))))-99,100)))))>0,0)*1)
Please note you MUST press Ctrl+Shift+Enter upon finishing the formula in the formula bar otherwise they will not function correctly.
The logic is to use a combination of TRIM+MID+SUBSTITUTE+RIGHT+FORMULATEXT+REPT+ROW+INDIRECT to extract the cell addresses from the original formula, then use INDIRECT to convert the cell address into the values stored in those cells, then use a combination of IFERROR+ABS+N to find out if any of these values are not 0, and lastly use SUMPRODUCT to add up all the TRUE results.
It is obvious that there are a couple limitations of my solution:
If your actual formula is not strictly in the form of A+B+C+D+E+F, then my SUBSTITUTE part of formula will need further modification;
The formula will treat cells containing 0 as blank and does not include them in the count.
Let me know if you have any questions. Cheers :)

How to combine: INDEX + MATCH + ?VLOOKUP?

I'm having an issue with INDEX + MATCH combination:
=INDEX(ALL!$C$1:$I$1,MATCH(TRUE,ALL!C2:I2<>0,0))
At the moment the aforementioned formula does this job to an extent, where if it finds <>0 value in a row it will return header from this specific column. The issue is that the ROW (as above C2:I2) needs to be specified.
I need to vlookup values in the column "A" in sheet "ALL" and based on that, look at corresponding rows between C:I and if the value in that specific row is <>0 then return heading value.
So, in green I would need a formula to pick up numbers from "Data Source" headings, based on value 1 or any value <>0. I'm guessing it all leads somehow to some sort of "vlookup" hybrid.
Any ideas how to combine vlookup in it?
Thanks
If there can only be one '1' per row, I was thinking of this
=SUMIF(INDEX(B:E,MATCH(G2,A:A,0),0),">0",$B$1:$E$1)
Otherwise if there can be more than one '1'
=INDEX($B$1:$E$1,MATCH(TRUE,INDEX(B:E,MATCH(G2,A:A,0),0)>0,0))
to match the first value greater than zero, in this case entered as an array formula.
A simple =SUMIF() formula will do, no other convoluted INDEX() and MATCH() nested formulas required.
Let's presume we have a data-table that starts at B2 and end at
F6, like this:
So now, to comprehend the solution, here's the syntax of SUMIF() formula (Function):
=SUMIF( range, criteria, [sum_range] )
So, what we want to do is:
go over the range of C3:F3 (and each other respective row)
the criteria to when to sum, is when this range contains 1
and we want to sum_range (sum up) fixed array of numbers, so $C$2:$F$2
So the result is (for row 3):
=SUMIF(C3:F3,1,$C$2:$F$2)
and we drag the formula down, producing expected result:
PS: I think this illustrates the point very well, as to why it's important to declare not only what your formula is doing but also, what you're trying to as in whole as there often is a better (easier) way to implement something, that you might not have thought of.
In other words, follow the Minimal, Complete and Verifiable Example

How to COUNTIFS with an array of criteria and match NOT condition?

My data table is like the image above. I can easily count the number of Male participants in group B or C using this array formula:
=SUM(COUNTIFS($B:$B, $E3, $C:$C, $F3:$F4))
The result is 3 as expected. However I'm gonna do the reverse thing, that is count the number of Male participants in NOT group B or C. The result should be 1 but currently I'm stuck at this.
Can anybody show me a way please (preferably not just counting the number of all Male participants and then do a subtraction)? I have even tried to change the values in the Group to something like <>B and <>C but it just doesn't work.
As you only have 2 in the group you can easily use COUNTIFS with 2 separate criteria, i.e.
=COUNTIFS($B:$B,$E3,$C:$C,"<>"&$F3,$C:$C,"<>"&$F4)
but clearly that might not be desirable for a large group, so you could use SUMPRODUCT like this to reference the group once
=SUMPRODUCT(($B:$B=$E3)*ISNA(MATCH($C:$C,$F3:$F4,0)))
ISNA will exclude matching rows - to include use ISNUMBER
You can replace F3:F4 with any single row or column of values
Note: whole columns with SUMPRODUCT will work (post Excel 2003) but is undesirable as Jerry says
Hmm, the thing with the formula right now is that the first COUNTIFS (for F3) will return 2 and the second COUNTIFS (for F4) will return 3, which SUM converts into 5 when you try:
=SUM(COUNTIFS($B:$B, $E3, $C:$C, "<>"&$F3:$F4))
I would suggest using SUMPRODUCT instead:
=SUMPRODUCT(($B:$B=$E3)*($C:$C<>$F3)*($C:$C<>$F4))
And maybe make the range smaller since this can take some time (you don't need to insert this as an array formula).
Otherwise, another option would be to count all the Males, and then subtract the counts for group B and subsequently C:
=COUNTIF($B:$B, $E3)-SUM(COUNTIFS($B:$B, $E3, $C:$C, $F3:$F4))

VLOOKUP with two criteria?

Is there a formula that returns a value from the first line matching two or more criteria? For example, "return column C from the first line where column A = x AND column B = y". I'd like to do it without concatenating column A and column B.
Thanks.
True = 1, False = 0
D1 returns 0 because 0 * 1 * 8 = 0
D2 returns 9 because 1 * 1 * 9= 9
This should let you change the criteria:
I use INDEX/MATCH for this. Ex:
I have a table of data and want to return the value in column C where the value in column A is "c" and the value in column B is "h".
I would use the following array formula:
=INDEX($C$1:$C$5,MATCH(1,(($A$1:$A$5="c")*($B$1:$B$5="h")),0))
Commit the formula by pressing Ctrl+Shift+Enter
After entering the formula, you can use Excel's formula auditing tools to step through the evaluation to see how it calculates.
SUMPRODUCT definitely has value when the sum over multiple criteria matches is needed. But the way I read your question, you want something like VLOOKUP that returns the first match. Try this:
For your convenience the formula in G2 is as follows -- requires array entry (Ctrl+Shift+Enter)
[edit: I updated the formula here but not in the screen shot]
=INDEX($C$1:$C$6,MATCH(E2&"|"&F2,$A$1:$A$6&"|"&$B$1:$B$6,0))
Two things to note:
SUMPRODUCT won't work if the result type is not numeric
SUMPRODUCT will return the SUM of results matching the criteria, not the first match (as VLOOKUP does)
Apparently you can use the SUMPRODUCT function.
Actually, I think what he is asking is typical multiple results display option in excel. It can be done using Small, and row function in arrays.
This display all the results that matches the different criteria
Here is an answer that shows how to do this using SUMPRODUCT and table header lookups. The main advantage to this: it works with any value, numeric or otherwise.
So let's say we have headers H1, H2 and H3 on some table called MyTable. And let's say we are entering this into row 1, possibly on another sheet. And we want to match H1, H2 to x, y on that sheet, respectively, while returning the matching value in H3. Then the formula would be as follows:
=INDEX(MyTable[H3], ROUND(SUMPRODUCT(MATCH(TRUE, (MyTable[H1] & MyTable[H2]) = ($x1 & $y1),0)),0),1)
What does it do? The sum-product ensures everything is treated as arrays. So you can contatenate entire table columns together to make an array of concatenated valued, dynamically calculated. And then you can compare these to the existing values in x and y- somehow magically you can compare the concatenated array from the table to the individual concatenation of x & y. Which gives you an array of true false values. Matching that to true yields the first match of the lookup. And then all we need to do is go back and index that in the original table.
Notes
The rounding is just in there to make sure the Index function gets back an integer. I got #N/A values until I rounded.
It might be more instructive to run this through the evaluator to see what's going on...
This can easily be modified to work with a non table - just replace the table references with raw ranges. The tables are clearer though, so use them if possible. I found the original source for this here: http://dailydoseofexcel.com/archives/2009/04/21/vlookup-on-two-columns/. But there was a bug with rouding values to INTs so I fixed that.

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