Find Minimum Value Based on 2 Criteria (Excel 2013) - excel

Looking to find the max value in a column based on two sets of criteria
So the logic would be: Find the minimum value in column M, where the value in column A matches column N, and the value in Column Y is less than 318.
I've tried using an array formula like this but it doesn't seem to be working/is to memory heavy to run:
=MIN(IF(AND(N:N=A2,Y:Y<=318),M:M))
is there a simpler way? or perhaps a UDF that could work?
Thank you for your help!

You can't use AND in these type of formulas because it only returns a single value rather than the required array.
Here are three possible working versions:
1.) Use * to simulate AND
=MIN(IF((N:N=A2)*(Y:Y<=318),M:M))
confirmed with CTRL+SHIFT+ENTER
2.) Use multiple nested IFs
=MIN(IF(N:N=A2,IF(Y:Y<=318,M:M)))
confirmed with CTRL+SHIFT+ENTER
3.) Use AGGREGATE function
=AGGREGATE(15,6,M:M/(N:N=A2)/(Y:Y<=318),1)
The advantages of this approach are that you don't need "array entry", and it can ignore any errors in the data
Either way it's best to reduce the ranges sizes if you can because it might be slow with whole columns

Give this a try and adjust ranges to suit. Try not to use whole column references:
=SMALL(INDEX(($N$2:$N$101=A2)*($Y$2:$Y$101<=318)*$M$2:$M$101,),1+ROWS($M$2:$M$101)-COUNTIFS($N$2:$N$101,A2,$Y$2:$Y$101,"<=318"))
If you are using the whole column to pick up new data as it is added, consider using Dynamic Named Ranges instead

When things get this complex, I'll usually break it down and setup smaller/simpler formulas in seperate columns.
In other words, you have data in columns A through Y ?
So let's create a formula in column AA:
1) identify when value in Col A matches col N, and value in col Y < 318
=and(A1=N1,Y1<318)
2) copy AA1 to all the rows of your data.
3) now we have a condition to work off .. since there is a SUMIF and COUNTIF, but no MINIF .. we'll have to build that ourselves. first the IF:
in column AB1:
=if(AA1,M1,"")
copy that down to all your data.
finally, do your min:
=MIN(AB:AB)
Should give you your answer.
You could probably splice the first two together, but again, building a complex formula like this, build it simply, first, ;)

Related

How to sumproduct with multiple search and dictionary

I want to calculate the sumproduct as pictured in the table in the "Revenue" column. However, the dataset is fairly big, I'm limited to excel and the standard functions.
It should find all variables with the keyword "weightl" and "sell" in it and multiply and sum them accordingly per row. In Row 3 for example:
2*3+3*6+2*3 = 30
I thought of using a kind of a dictionary to alter the search terms and go through each column. But I have no clue on how to put it all together.
I used this
{=+isnumber(search("weightl";F2:N2))+isnumber(search("sell";F2:N2))}
to create the 1/0 table of the original one in the hope this could lead me somewhere
and
=SUM(IF(IFERROR(SEARCH("weight";G2:M2);0)>0;IF(G3:M8<>8888;G3:M8)))
to calculate the total sum of the weight values but this doesn't help much here
Can this even be realized with normal functions? if not, how could a solution in VBA look like?
If your "weight" and "sell" columns are always two columns apart, then you can use this array formula which looks for the "weight" column and then multiplies it by the column 2 cells to the right:
hdrs refers to the range $A$1:$I$1 which contains the headers. But it could refer to the entire row, or a much large portion of Row 1
=SUM(IFERROR(SEARCH("*weight*",hdrs)*A2:G2,0) * IFERROR(SEARCH("*weight*",hdrs)*C2:I2,0))
If there might be a variable number of columns between "weight" and "sell", then you can try this array formula which looks for the "weight" and "sell" columns separately:
=SUM(INDEX(A2:I2,1,N(IF(1,AGGREGATE(15,6,SEARCH("*weight*",hdrs)*COLUMN(hdrs),ROW(INDIRECT("1:"&COUNTIF(hdrs,"*weight*")))))))*INDEX(A2:I2,1,N(IF(1,AGGREGATE(15,6,SEARCH("*sell*",hdrs)*COLUMN(hdrs),ROW(INDIRECT("1:"&COUNTIF(hdrs,"*weight*"))))))))
Since this is an array formula, you need to "confirm" it by holding down ctrl + shift while hitting enter. If you do this correctly, Excel will place braces {...} around the formula as observed in the formula bar
Note I just noticed you want to match "weight1", so just make the obvious change in the above formulas.
Here is a formula that should do the matching in the way that you're thinking:
=SUM(A2:I2*ISNUMBER(FIND("weight",A1:I1))*IFERROR(INDEX(A2:I2,N(IF({1},MATCH("*sell"&RIGHT(A1:I1,LEN(A1:I1)-FIND("weightl",A1:I1)-6),A1:I1,0)))),0))
Must be entered as an array formula using CtrlShiftEnter
Note I'm finding the 'sell' header which matches the 'weightl' header, so weightl1_1_4 will match with sell1_1_4 etc., but I'm now wondering if this is necessary - maybe the weight just matches with the next sell, which would be easier.

Taking average of certain values in one Excel column based on values in another

I have a (large) array of data in Excel of which I need to compute the average value of certain values in one column, based on the values of another column. For example, here's a snippet of my data:
So specifically, I want to take the average of the F635 mean values corresponding with Row values of 1. To take it a step further, I want this to continue to Row values of 2, Row values of 3 etc.
I'm not familiar with how to run code in Excel but have attempted to solve this by using the following:
=IF($C = "1", AVERAGE($D:$D), "")
which (to my understanding) can be interpreted as "if the values (anywhere) in column C are equal to 1, then take the average of the corresponding values in column D."
Of course, as I try this I get a formula error from Excel.
Any guidance would be incredibly appreciated. Thanks in advance.
For more complicated cases, I would use an array-formula. This one is simple enough for the AVERAGEIF formula. For instance =AVERAGEIF(A1:A23;1;B1:B23)
Array-formula allows for more elaborate ifs. To replicate the above, you could do =SUM(IF($A$1:$A$23=1;$B$1:$B$23;0))/COUNT(IF($A$1:$A$23=1;$B$1:$B$23;0)).
Looks like more work but you can create extremely elaborate if-statements. Instead of hitting ENTER, do CTRL-ENTER when entering the formula. Use * between criteria to replicate AND or + for OR. Example: SUM(IF(($A$1:$A$23="apple")*($B$1:$B$23="green");$C$1:$C$23;0)) tallies values for green apples in c1:c23.
Your sample data includes three columns with potential ifs so my guess is that you're going to need array formulas at some point.
Excel already has a builtin function for exactly this use; AVERAGEIF().
=AVERAGEIF(C:C,1,D:D)

Sumproduct or Countif on a 2D matrix

I'm working on data from a population of people with allergies. Each person has a unique ExceptionID, and each allergen has a unique AllergenID (451 in total).
I have a data table with 2 columns (ExceptionID and AllergenID), where each person's allergies are listed row by row. This means that the ExceptionID column has repeated values for people with multiple allergies, and the AllergenID column has repeated values for the different people who have that allergy.
I am trying to count how many times each pair of allergies is present in this population (e.g. Allergen#107 & Allergen#108, Allergen#107 & Allergen#109,etc). To keep it simple I've created a matrix of 451 rows X 451 columns, representing every pair (twice actually because A/B and B/A are equivalent).
I somehow need to use the row name (allergenID) to lookup the ExceptionID in my data table, and count the cases where that matches the ExceptionIDs from the column name (also AllergenID). I have no problem using Vlookup or Index/Match, but I'm struggling with the correct combination of a lookup and Sumproduct or Countif formula.
Any help is greatly appreciated!
Mike
PS I'm using Excel 2016 if that changes anything.
-=UPDATE=-
So the methods suggested by Dirk and MacroMarc both worked, though I couldn't apply the latter to my full data set (17,000+ rows) because it was taking a long time.
I've since decided to turn this into a VBA macro because we now want to see the counts of triplets instead of pairs.
With the 2 columns you start with, it is as good as impossible... You would need to check every ExceptionID to have 2 different specific AllergenID. Better use a helper-table with ExceptionID as rows and AllergenID as columns (or the opposite... whatever you like). The helper table needs a formula like:
=COUNTIFS($A:$A,$D2,$B:$B,E$1)
Which then can be auto-filled. (The ranges are from my example, you need to change them to your needs).
With this helper-matrix you can easily go for your bigger matrix like this:
=COUNTIFS(E:E,1,INDEX($E:$G,,MATCH($I2,$E$1:$G$1,0)),1)
Again, you can auto-fill with this formula, but you need to change it, so it fits your needs.
Because the columns have the same ID2 (would be your AllergenID), there is no need to lookup them because E:E changes automatically with the auto-fill.
Most important part of the formulas are the $ which should not be messed up, or you can not auto-fill it.
Picture of my self-made example (formulas are from the upper left cell in each table):
If you still have any questions, just ask :)
It can be done straight from your original set-up with array formulas:
Please note that array formulas MUST be entered with Ctrl-Shift-Enter, before copying across and down:
In the example pic, I have NAMED the data ranges $A$2:$A$21 as 'People' and $B$2:$B$21 as 'Allergens' to make it a nicer set-up. You can see in the formula bar how that looks as a formula. However you could use the standard references like this in your first matrix cell:
EDIT: silly me, N function is not needed to turn the booleans into 1's and 0's, since multiplying booleans will do the trick. Below formula works...
SUM(IF(MATCH($A$2:$A$21,$A$2:$A$21,0)=ROW($A$2:$A$21)-1, NOT(ISERROR(MATCH($A$2:$A$21&$E2,$A$2:$A$21&$B$2:$B$21,0)))*NOT(ISERROR(MATCH($A$2:$A$21&F$1, $A$2:$A$21&$B$2:$B$21,0))), 0))
Then copy from F2 across and down. It can be perhaps improved in technique with sumproduct or whatever, but it's just a rough example of the technique....

Using SUMIFS with multiple AND OR conditions

I would like to create a succinct Excel formula that SUMS a column based on a set of AND conditions, plus a set of OR conditions.
My Excel table contains the following data and I used defined names for the columns.
Quote_Value (Worksheet!$A:$A) holds an accounting value.
Days_To_Close (Worksheet!$B:$B) contains a formula that results in a number.
Salesman (Worksheet!$C:$C) contains text and is a name.
Quote_Month (Worksheet!$D:$D) contains a formula (=TEXT(Worksheet!$E:$E,"mmm-yy"))to convert a date/time number from another column into a text based month reference.
I want to SUM Quote_Value if Salesman equals JBloggs and Days_To_Close is equal to or less than 90 and Quote_Month is equal to one of the following (Oct-13, Nov-13, or Dec-13).
At the moment, I've got this to work but it includes a lot of repetition, which I don't think I need.
=SUM(SUMIFS(Quote_Value,Salesman,"=JBloggs",Days_To_Close,"<=90",Quote_Month,"=Oct-13")+SUMIFS(Quote_Value,Salesman,"=JBloggs",Days_To_Close,"<=90",Quote_Month,"=Nov-13")+SUMIFS(Quote_Value,Salesman,"=JBloggs",Days_To_Close,"<=90",Quote_Month,"=Dec-13"))
What I'd like to do is something more like the following but I can't work out the correct syntax:
=SUMIFS(Quote_Value,Salesman,"=JBloggs",Days_To_Close,"<=90",Quote_Month,OR(Quote_Month="Oct-13",Quote_Month="Nov-13",Quote_Month="Dec-13"))
That formula doesn't error, it just returns a 0 value. Yet if I manually examine the data, that's not correct. I even tried using TRIM(Quote_Month) to make sure that spaces hadn't crept into the data but the fact that my extended SUM formula works indicates that the data is OK and that it's a syntax issue. Can anybody steer me in the right direction?
You can use SUMIFS like this
=SUM(SUMIFS(Quote_Value,Salesman,"JBloggs",Days_To_Close,"<=90",Quote_Month,{"Oct-13","Nov-13","Dec-13"}))
The SUMIFS function will return an "array" of 3 values (one total each for "Oct-13", "Nov-13" and "Dec-13"), so you need SUM to sum that array and give you the final result.
Be careful with this syntax, you can only have at most two criteria within the formula with "OR" conditions...and if there are two then in one you must separate the criteria with commas, in the other with semi-colons.
If you need more you might use SUMPRODUCT with MATCH, e.g. in your case
=SUMPRODUCT(Quote_Value,(Salesman="JBloggs")*(Days_To_Close<=90)*ISNUMBER(MATCH(Quote_Month,{"Oct-13","Nov-13","Dec-13"},0)))
In that version you can add any number of "OR" criteria using ISNUMBER/MATCH
You can use DSUM, which will be more flexible. Like if you want to change the name of Salesman or the Quote Month, you need not change the formula, but only some criteria cells. Please see the link below for details...Even the criteria can be formula to copied from other sheets
http://office.microsoft.com/en-us/excel-help/dsum-function-HP010342460.aspx?CTT=1
You might consider referencing the actual date/time in the source column for Quote_Month, then you could transform your OR into a couple of ANDs, something like (assuing the date's in something I've chosen to call Quote_Date)
=SUMIFS(Quote_Value,"<=90",Quote_Date,">="&DATE(2013,11,1),Quote_Date,"<="&DATE(2013,12,31),Salesman,"=JBloggs",Days_To_Close)
(I moved the interesting conditions to the front).
This approach works here because that "OR" condition is actually specifying a date range - it might not work in other cases.
Quote_Month (Worksheet!$D:$D) contains a formula (=TEXT(Worksheet!$E:$E,"mmm-yy"))to convert a date/time number from another column into a text based month reference.
You can use OR by adding + in Sumproduct. See this
=SUMPRODUCT((Quote_Value)*(Salesman="JBloggs")*(Days_To_Close<=90)*((Quote_Month="Cond1")+(Quote_Month="Cond2")+(Quote_Month="Cond3")))
ScreenShot
Speed
SUMPRODUCT is faster than SUM arrays, i.e. having {} arrays in the SUM function. SUMIFS is 30% faster than SUMPRODUCT.
{SUM(SUMIFS({}))} vs SUMPRODUCT(SUMIFS({})) both works fine, but SUMPRODUCT feels a bit easier to write without the CTRL-SHIFT-ENTER to create the {}.
Preference
I personally prefer writing SUMPRODUCT(--(ISNUMBER(MATCH(...)))) over SUMPRODUCT(SUMIFS({})) for multiple criteria.
However, if you have a drop-down menu where you want to select specific characteristics or all, SUMPRODUCT(SUMIFS()), is the only way to go. (as for selecting "all", the value should enter in "<>" + "Whatever word you want as long as it's not part of the specific characteristics".
In order to get the formula to work place the cursor inside the formula and press ctr+shift+enter and then it will work!
With the following, it is easy to link the Cell address...
=SUM(SUMIFS(FAGLL03!$I$4:$I$1048576,FAGLL03!$A$4:$A$1048576,">="&INDIRECT("A"&ROW()),FAGLL03!$A$4:$A$1048576,"<="&INDIRECT("B"&ROW()),FAGLL03!$Q$4:$Q$1048576,E$2))
Can use address / substitute / Column functions as required to use Cell addresses in full DYNAMIC.

Returning a value if three columns match in excel

I have two excel sheets where I need to match three values to return a fourth. The similar columns are month, agent, and subdomain. The fourth column is called difference.
Concatenate would work, as per #MakeCents suggestion, but if you don't want a helper column, SUMPRODUCT would work.
example:
=SUMPRODUCT(--(A2:A12="d"),--(B2:B12="S"),--(C2:C12="Apr"),D2:D12)
would search range A2:A12 for "d", B2:B12 for "S" and C2:C12 for "Apr", and return the value fom D2:D12 that corresponds to where all 3 are true. If multiple lines match, it will add the value in D2:D12 for all matching rows.
The -- is used to change the True/False results into 0 and 1 for use in multiplication
Limitations of SUMPRODUCT
Recommended to specify the range explicitly; it will be slower with just
column references
(A1:A4000 is ok, A:A is not)
It will return an error if any of the values are errors
It will return numeric results only - text is evaluated as Zero
Although I believe #MakeCents comment / suggestion on how to do this is the way I would go since it is the simplest, you could accomplish this a different way (MUCH more processor-intensive, though) using the Index() and Match() functions and Array formulas.
For example, suppose your 3 columns of data you're looking to match against are columns A-C and you're looking to return the matching value from column D in Sheet1
Now, the 3 values you're looking to have matched are in cells A1, B1 & C1 of Sheet2, you could use the following formula:
=INDEX(Sheet1!D:D,MATCH(1,(Sheet1!A:A=A1)*(Sheet1!B:B=B1)*(Sheet1!C:C=C1),0))
And ENTER IT AS AN ARRAY FORMULA by pressing Ctrl + Shift + Enter
Hope this helps!
You are looking for a Lookup with multiple criteria.
One of the most robust options is
=INDEX(D:D,SUMPRODUCT(--(A:A="d"),--(B:B="S"),--(C:C="Apr"),ROW(D:D)),0)
It does not need to be entered as an array formula.
Taken from [1] (blogs.office.com).
See also this very complete answer, which summarizes this and other options for performing a lookup with multiple criteria.
PS1: Note that I used references to full columns, as per this.
PS2: This can be considered an enhancement to the solution by Sean for the case when the output column does not contain numbers.
References
[1] This post is written by JP Pinto, the winner of the Great White Shark Award given for the best article written about VLOOKUP during VLOOKUP Week.
Try this
=IF(A4=Data!$A$4:$A$741,IF(B4=Data!$B$4:$B$741,"Hai"))

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