I have two columns in excel, one with a date and one with a rating 'low, medium, high'.
I'm trying to write a formula to put in a third column that checks:
If A2 = Low and B2 (date) is older than 12 months from today(), output Overdue
If A2 = Medium and B2 (date) is older than 6 months from today(), output Overdue
If A2 = High and B2 (date) is older than 3 months from today(), output Overdue
If these parameters aren't met, output "Current".
This is what I have so far but I'm well aware its not right :)
Could someone please point me in the right direction?
Thanks,
=IF(AND(A2="Low",LOOKUP(DATEDIF(B2,TODAY(),"m"),{0,3,6,12},{"Current", "Current" "Current","Overdue"}),(A2="Medium",LOOKUP(DATEDIF(B2,TODAY(),"m"),{0,3,6,12},{"Current","Current","Overdue","Overdue"}),(A2="High",LOOKUP(DATEDIF(B2,TODAY(),"m"),{0,3,6,12},{"Current","Overdue","Overdue","Overdue"})
If you can use the excel 365 then I’d suggest creating an excel lambda function:
=LAMBDA(level, date, LET(months, IFS(level="Low",12,level="Medium",6,level="High",3,TRUE,0), IF(date < EDATE(Today(), -months),"Overdue", "Current")))
so to break it down, this is a custom function that expects 2 parameters :
level is the value/reference that has low/medium/high. this is used to determine the number of months for the threshold - 12/6/3 respectively and 0 for anything else though you could change that as needed.
date is the date to check if its beyond the threshold. this is compared against today minus the number of months calculated from the level. if this is before that date then this function will return “Overdue”. otherwise “Current”.
You would create a workbook level named reference with this function as the value.
Here I named it IsCurrent. Then you just use that function where you want the output. e.g.
What I would suggest is to "outsource" the settings for the overdue months.
This is a good habit, as everyone looking at the table can see those settings and propably adjust them - without going into the formula.
And it is possible to use these settings in another formula :-)
If you use Excel 365 you can make the formula more readable/understandable with the LET-Formula.
=LET( OverdueMonthsForRating, IFNA(INDEX(configOverdue[Overdue months],MATCH([#Rating],configOverdue[Rating],0)),0), OverdueDate,IF(OverdueMonthsForRating>0, EDATE([#Date],OverdueMonthsForRating),TODAY()), IF(OverdueDate<TODAY(),"overdue","current") )
OverdueMonthsForRating is using a classic INDEX/MATCH to retrieve the number of months according to the Rating. In case Rating is not found 0 is returned
OverdueDate calculates - using EDATE - the overdue date based on the ratings date and OverdueMonthsForRating. In case Rating is not found TODAY is returned
Finally this date is evaluated against TODAY and the status is returned.
Classic Excel formula w/o LET:
=IF(EDATE([#Date],IFNA(INDEX(configOverdue[Overdue months],MATCH([#Rating],configOverdue[Rating],0)),TODAY()))<TODAY(),"overdue","current")
I have found the solution thought it would be good to share:
so the formula should be :
=((MAX(CT$6-$N8,0)-MAX(EOMONTH(CT$6,-1)-$N8,0))-(MAX(CT$6-$O8,0)-MAX(EOMONTH(CT$6,-1)-$O8,0))+(EOMONTH(CT$6,0)=EOMONTH($N8,0)))*1
:)
I am trying to write an excel formula which can be dragged across a row of cells to give the number of days in each month between two specified dates. E.g:
I tried using a if with sum product formula from the same website but for some reason it is not recognising the days of last month. was wondering if someone could help explain what this formula does and how to correct it.
=IFERROR(IF(AND(CS$6>=$M9,CS$6<=$N9),SUMPRODUCT(--(MONTH(ROW(INDIRECT($M9&":"&IF($N9="",TODAY(),$N9))))=MONTH(CS$6))),),"")
SECOND REVISION (R2)
Updated workbook link to capture fixed column headings
Eqn / formula also includes static view
Depending upon years spanned, R2 represents a less favourable outcome re space (will require more columns). In this case, number of additional columns required to match stacked view ~100 (!!).
FIRST REVISION (R1) etc. based upon #Charlotte.Sarah.Smith feedback
Days in each month were 1 day less than they should have been - this has been corrected (in both screenshot, linked sheet, and relevant eqns)
Also showcase a couple of sample illustrations/visual representations which may/not be of interest (included within linked sheet too)
Suppose we wanted to expand upon #Will's solution by stacking the dates by year, so that column headings can vary according to different start dates (as opposed to the very first start date that happens to appear)...
For instance, if the next row included the date range 'start = 10/02/16' through 'end = 15/03/19' - you'll appreciate that the number of columns spanning Jan-Dec ('16), Jan-Dec ('17),... up to (and incl.) the range in the first row (Jan '21 - Mar '23) becomes unwieldy.
By using a data table (see here) you can produce a 'stacked' view of the number of days per month regardless of the year (!) - see screenshot below and link to this [updated/corrected] worksheet.
R2 screenshot:
REVISION
See validation/reconciliation column at end
*Visual representations - could be useful for assessing trends etc.
Fun in 3D too!
1] Red font: first row that defines the construct of the data table: enter date range in the format '10/02/2021-15/08/2023'
Cell E3 eqn (drag to right):
=IFERROR(IF($A3>EDATE(E$2,1),0,MAX(,IFERROR(IF(MIN($B3,MIN(EDATE(E$2,1),$B3))=E$2-1,0,MIN($B3,MIN(EDATE(E$2,1),$B3))),"")-MAX($A3,E$2))),0)
(Similar to what we've seen previously)
2] Table below red font: enter any start date (as a regular date, e.g. dd/mm/yyyy) < end date (likewise, regular date) in columns A, B as desired/req.
Data Table
3] Data Table (column data): enter the following in cell c4 (drag down as req.)
=TEXT(A4,"dd/mm/yyyy")&"-"&TEXT(B4,"dd/mm/yyyy")
4] Data Table (highlight cells c3:d42, insert data table, select blank/empty cell for 'row input' and c2 for 'column input')
The data table should 'come to life' (calculate sheet, shift + F9) otherwise.
FilterXML
5] Split result by delimiter '|' using FilterXML as follows (cell E4, only drag down, not to right):
=IFERROR(TRANSPOSE(FILTERXML("<AllText><Num>"&SUBSTITUTE(LEFT(MID(D4,2,LEN(D4)-1),LEN(MID(D4,2,LEN(D4)-1))-1),"|","</Num><Num>")&"</Num></AllText>","//Num")),"")
VALIDATION
Note the check column: date difference = sum of days in table (default cell colour is otherwise RED):
REVISION 2
Here is the formula for a static version of above (i.e. no stacking by year, instead, each date in column headers are distinct re calcs) - it was already available in row with red font(!!)
=IFERROR(IF($A3>EDATE(C$2,1),0,MAX(,IFERROR(IF(MIN($B3,MIN(EDATE(C$2,1),$B3))=C$2-1,0,MIN($B3,MIN(EDATE(C$2,1),$B3))),"")-MAX($A3,C$2))),0)
Viola!
One potential solution would be to compare dates using the MIN and MAX functions like this:
=IF(MIN($B2+1,D$1)-MAX($A2,C$1)<0,"",MIN($B2+1,D$1)-MAX($A2,C$1))
screenshot
This solution uses month starting dates (e.g., Feb 1, 2021), but it could be adapted to work with month end dates instead (e.g., Feb 28, 2021).
The idea is that you take the later of the finish date or month end date minus the lesser of the start date or the month start date. For the first month and last months, this returns the number of days within that range inclusive of the first and last day. For all the months between the first and last months, it returns the number of days in the month.
The +1 on the minimum of the end dates seems a little counterintuitive, but it's necessary to include the first and last day in the count. Without it, you'd get 14 days in March 2022 instead of 15.
The "if less than zero" function makes it return a blank (or zero if you'd prefer) for any month outside the dat range.
This solution does not summarize by month (e.g., 19 days for Feb 2021 plus 28 days for 2022 to get 47 total days in February), but that's consistent with the sample you provided. The comments also indicate that you want to consider the years as well.
I have an Excel sheet with dates in the rows. A given month should be used only once in a row. How can I filter out, if there are two dates in the same row from the same month?
For example I have the following array, and I would like to have as a result, that there is a match in this row (2012-03).
2012-03-04 2012-02-05 2012-04-06 2012-03-07 2012-10-08 2012-11-09 2012-12-10
I have tried to combine aggregate and match functions, but I cannot find out how to do it properly.
One of my codes, of course it gave an error:
=aggregate(9,6,(MATCH("*"&LEFT(A8,7)&"*","*"&LEFT(b8,7)&"*",0), MATCH("*"&LEFT(b8,7)&"*","*"&LEFT(c8,7)&"*",0)))
Ok, now I have tried another way, and I could get a solution, but with a code which is like a km long...I have first created a new dataset, cutting down the days by using: =""&LEFT(A8,7)&""
Then I have compared all the cells in a given row of my new dataset. Could someone help me how to shorten the exact( ) parts? The aim is to compare all.
=if((or(exact(A2, B2), exact(A2,C2),exact(A2,D2),exact(A2,E2),exact(A2,F2),exact(A2,G2),exact(A2,H2),exact(A2,I2),exact(A2,J2),exact(A2,K2),exact(A2,L2),exact(A2,M2),exact(A2,N2),exact(A2,O2),exact(A2,P2),exact(A2,Q2),exact(A2,R2),exact(B2,C2),exact(B2,D2),exact(B2,E2),exact(B2,F2),exact(B2,G2),exact(B2,H2),exact(B2,I2),exact(B2,J2),exact(B2,K2),exact(B2,L2),exact(B2,M2),exact(B2,N2),exact(B2,O2),exact(B2,P2),exact(B2,Q2),exact(B2,R2),exact(C2,D2),exact(C2,E2),exact(C2,F2),exact(C2,G2),exact(C2,H2),exact(C2,I2),exact(C2,J2),exact(C2,K2),exact(C2,K2),exact(C2,L2),exact(C2,M2),exact(C2,N2),exact(C2,O2),exact(C2,P2),exact(C2,Q2),exact(C2,R2),exact(D2,E2),exact(D2,F2),exact(D2,G2),exact(D2,H2),exact(D2,I2),exact(D2,J2),exact(D2,K2),exact(D2,L2),exact(D2,M2),exact(D2,N2),exact(D2,O2),exact(D2,P2),exact(D2,Q2),exact(D2,R2),exact(E2,F2),exact(E2,G2),exact(E2,H2),exact(E2,I2),exact(E2,J2),exact(E2,K2),exact(E2,L2),exact(E2,M2),exact(E2,N2),exact(E2,O2),exact(E2,P2),exact(E2,Q2),exact(E2,R2),exact(F2,G2),exact(F2,H2),exact(F2,I2),exact(F2,J2),exact(F2,K2),exact(F2,L2),exact(F2,M2),exact(F2,N2),exact(F2,O2),exact(F2,P2),exact(F2,Q2),exact(F2,R2),exact(G2,H2),exact(G2,I2),exact(G2,J2),exact(G2,K2),exact(G2,L2),exact(G2,M2),exact(G2,N2),exact(G2,O2),exact(G2,P2),exact(G2,Q2),exact(G2,R2),exact(H2,I2),exact(H2,J2),exact(H2,K2),exact(H2,L2),exact(H2,M2),exact(H2,N2),exact(H2,O2),exact(H2,P2),exact(H2,Q2),exact(H2,R2),exact(I2,J2),exact(I2,K2),exact(I2,L2),exact(I2,M2),exact(I2,N2),exact(I2,O2),exact(I2,P2),exact(I2,Q2),exact(I2,R2),exact(J2,K2),exact(J2,L2),exact(J2,M2),exact(J2,N2),exact(J2,O2),exact(J2,P2),exact(J2,Q2),exact(J2,R2),exact(K2,L2),exact(K2,M2),exact(K2,N2),exact(K2,O2),exact(K2,P2),exact(K2,Q2),exact(K2,R2),exact(L2,M2),exact(L2,N2),exact(L2,O2),exact(L2,P2),exact(L2,Q2),exact(L2,R2),exact(M2,N2),exact(M2,O2),exact(M2,P2),exact(M2,Q2),exact(M2,R2),exact(N2,O2),exact(N2,P2),exact(N2,Q2),exact(N2,R2),exact(O2,P2),exact(O2,Q2),exact(O2,R2),exact(P2,Q2),exact(P2,R2),exact(Q2,R2))),"same month","ok")
Thank you in advance.
I am not sure if there is a better way, but this is how I'd tackle the problem based on my Excel knowledge:
Add data of dates above in cells A1-G1
On row below date add formulas for dates: A2=DATE(A1) ..... G2=DATE(G1)
At the end of the original row of dates add the numbers 1 thru 12:
using formula cell H1=1, I1=H1+1 ..... S1=R1+1
After the months on row 2:H2=COUNTIF($A2:$G2,H1) ..... S2=COUNTIF($A2:$G2,S1)Counting frequency for each of the 12 months
T2=MAX(H2:S2)
Then select on cell T2being more than 1.
Here it is as a Google sheet (you can download it and open in Excel if you want)
Maybe this will help. Assume that the range of dates is in $A$1:$G$1. Also assume that the entries are numerical dates; if they are instead text you can handle this by using the DATEVALUE function. Then we can get the years and months of the range with:
{=YEAR($A$1:$G$1)}
{=MONTH($A$1:$G$1))
This and all other formulas must be entered as array formulas (CrtlShiftEnter).
We next convert back to a date, but use 1 for the day, so that all dates get shifted to the first day of the month (this means that any dates from the same month are shifted to the same date):
{=DATE(YEARS,MONTHS,1)}
We can produce an NxN comparison of the shifted dates by:
{=TRANSPOSE(SHIFTED_DATES)=SHIFTED_DATES}
We can count the number of True's in this array by:
{=SUM(--(ARRAY))}
If there we no dates from the same month we'd expect this to sum to N because this method compare each date to itself as well as the other dates. The causes the N elements on the main diagonal of this array to be True. If any dates are in the same month off-diagonal elements will also be True. So to detect if there are dates from the same month we make the comparison:
{=SUM(--(ARRAY)) > N}
or more generally:
{=SUM(--(ARRAY)) > COUNT($A$1:$G$1)}
Rolling all of these up into one formula:
=IF(SUM(--(TRANSPOSE(DATE(YEAR($A$1:$G$1),MONTH($A$1:$G$1),1))=DATE(YEAR($A$1:$G$1),MONTH($A$1:$G$1),1)))>COUNT(DATE(YEAR($A$1:$G$1),MONTH($A$1:$G$1),1)),"same month","ok")
If your dates are in a range other than $A$1:$G$1 then make the appropriate substitutions.
Hope that helps.
My problem is the following...
I have a little aeroplane and I need to track the hours. I have to track the hours by sectors and not the total of the day (that's why sometimes I have 2 or 3 on the same day).
Now this is the problem... On column C I need to SUM the hours of the last 7 days. And any given 7 days, not just last week. To do it manually is quite easy... the problem is that I need a formula as my records are quite large...
Here with a small example (let's say that there was NO HOURS before 15/01/2009)...
COLUMN A-------COLUMN B-------COLUMN C
DATE--------------HOURS-------HOURS LAST 7 DAYS
15/01/2009-------01:00-------01:00
15/01/2009-------02:15-------03:15
16/01/2009-------01:15-------04:30
17/01/2009-------01:30-------06:00
18/01/2009-------01:30-------07:30
18/01/2009-------01:00-------08:30
18/01/2009-------02:00-------10:30
19/01/2009-------02:30-------13:00
19/01/2009-------03:00-------16:00
20/01/2009-------////////--------16:00
21/01/2009-------01:00-------17:00
22/01/2009-------01:30-------15:15
23/01/2009-------02:00-------16:00
I've been fighting for the last weeks trying to figure out a formula but no luck... any suggestions?
Thanks
Another solution that basically does much the same as the earlier offered solutions:
In C1, enter the following formula:
{=SUM(IF(($A$1:$A1>=($A1-6))*($A$1:$A1<=$A1), $B$1:$B1, 0))}
And then just drag the formula down.
If you're not familiar with array formulas, the {} outer brackets just indicate that the formula is an array formula. To get it to execute correctly, you need to copy the part inside the {} brackets into the formula bar, and then hit Ctrl+Shift+Enter to indicate that it's an array formula.
First thing is to get the begin date, which would be the following function:
=Now() - 7
If you renamed that cell to "WeekBegin", then you could use the following formula to calculate the total hours:
=SUMIF(A:A,">=" & WeekBegin,B:B)
Notice that I used column references; this was to both simplify the formula, but also allow you to add new data to the end of the range easily. You will need to take care that your WeekBegin cell is not in that column A or column B, otherwise you'll get a circular reference warning.
If you planned to have numeric data above or below your input range, you would need to explicitly call out the sum and criteria ranges as follows:
=SUMIF(A2:A14,">=" & WeekBegin,B2:B14)
Additionally, you may find that your result comes up initially as a decimal. That's Excel's date serial format, so you may need to format your result as time.
Hope that helps!
[Edit: On second pass, if you're looking to sum a range based on a from and to date (so any 7 days as you seem to imply in your post), look for the previous poster's note, i.e.:
=SUM(B:B) - SUMIF(A:A, "<="& BeginDate, B:B) - SUMIF(A:A, ">"& EndDate, B:B)
A more elegant solution is offered in Excel 2007 using the SumIFS() function:
=SUMIFS(B:B, A:A, ">=" & FromDate,A:A, "<" & ToDate)
Note that the arguments for SUMIFS are in a different order than the standard SUMIF.
Happy Summing!]
Here's the data in better format if someone wants to try:
15-Jan-2009 01:00
15-Jan-2009 02:15
16-Jan-2009 01:15
17-Jan-2009 01:30
18-Jan-2009 01:30
18-Jan-2009 01:10
18-Jan-2009 02:00
19-Jan-2009 02:30
19-Jan-2009 03:00
20-Jan-2009
21-Jan-2009 01:00
22-Jan-2009 01:30
23-Jan-2009 02:00
I got the function:
=SUM($B$1:$B$13)-SUMIF($A$1:$A$13, "<="& (A1- 7), $B$1:$B$13) - SUMIF($A$1:$A$13, ">"& (A1), $B$1:$B$13)
This was based on Sum of named ranges conditional to date?.
The idea is to first compute the total sum: SUM($B$1:$B$13)
then subtract any values that happened older than 7 days ago: SUMIF($A$1:$A$13, "<="& (A1- 7), $B$1:$B$13)
then subtract any values that happened in the future: SUMIF($A$1:$A$13, ">"& (A1), $B$1:$B$13)
The point is to use SUMIF function, which "adds the cells specified by a given criteria."