I am trying to create a formula but with no luck for now.
My formula should work for the following situation:
I have a table that reflects data about trainings taken in one department.
As columns we have:
Region
Managers Names
Trainees Names
Training Details
Training Status
Status Comments
I need a formula that would allow me to say how many people I have trained (with no matter of what exactly training) while I filter any of the columns in the table (by Region, by Manager, by Training Status and etc. )
Important moment here is that when I filter I might have repetitive Trainees Names, but I want the final # of trained people to have included only unique values. I can’t get rid of duplicated Trainee Names in the table itself because it’s ok to have them there (for instance one person have one completed training and another that is currently ongoing and with that I have his/her name appearing twice in the “Trainees Names” column). All people in the table passes at least one training.
This is exactly what a PivotTable can do (and more) in Excel 2013. Put everything into FILTERS and Trainees Names into VALUES, as Distinct Count.
Related
I am working on creating a "master financial model" in excel.
The idea is that I have different building functions, which have their own specific rows in financial model.
I want to create inputs in the first sheet (already done) and have an output of the resulting financial model in the next one.
So, for example If I have Residential Function in phase 1, Hotel in phase 2 and Residential again in phase 3, then the output should include financial models for residential, then hotel and then the second residential.
The not so elegant way to do this, is just to have model for every function and then paste them into the "results" sheet. Also some editing will be required so the model knows which data to analyze. Or to have a very long sheet, which includes every possible combination and then just hide unwanted rows.
I want to automate this process, so that a person who has no clue how excel works, just needs to enter some data and have a functioning Financial model ready in no time.
Edit1: What is a Model? Financial Models are something like this: https://cdn.corporatefinanceinstitute.com/assets/financial-modeling-example-2.png
But in my model different Functions have different rows, so I need to load specific rows according to the functions I have. And load as many times, as many functions I have.
I've used Kahoot in the classroom and have several excel files with scores from quizzes.
Students attended quizzes by using unique IDs. In each file, scores are visible for each ID (but ordered by success on each quiz). There are also some students missing or stating wrong IDs (I'll ignore it).
Now I would like to accumulate all scores for all student IDs in one sheet and summarize them by Student ID.
How can I do that most efficiently?
Any pointer or advice is appreciated.
Thanks,
B.
Here's a high level guide to getting what you want along with a sample in this file.
Step 1 - Combine Files to Sheet with Unified Columns
Objective
The goal here is to:
Combine all of your data from other files to single sheet
Merge the data to be in a single column for each field (i.e. Column A has ID, Column B has score).
No breaks in rows.
No formulas.
To illustrate, I made this fake list based loosely on your
description.
Method
You probably can do this manually, but a macro could also be used. If you expect to do this year over year, you might look into vba to open close files in a folder. However, since that wasn't part of question, you can do copy-paste (better yet make a kid do it!). Just make sure there's only one header for each column, and all of the data records align. Probably should do copy paste value if you have any formulas.
Step 2 - Show Summation
There's a couple ways this could be done. A pivot table is probably the most sensible because you could include each quiz as a column to see the total. You could also use a pivot table to do averages by student etc.
TO make a pivot table, I would recommend going on YouTube and they will do a better job of explaining than me.
On that same file I made as an example, I included some tabs to illustrate the power of pivot tables and a couple graphs.
Hope that helps. If you have specific technical questions on this, you might consider asking separately.
I have a little bit of an Excel problem and would be happy about any suggestions.
Long version: I have a dataset with raw data representing journal entries. The structure of this dataset can be seen here:
Now, what I want to achieve is to assign each row/each journal entry to a cost category (marketing, personnel, IT, depreciation, …) based on the values in the account number, type, and cost center rows, and, in a second step, break down the categories once more, eg. for labour costs, distinguish between direct and indirect labour costs.
The way my company does this right now is using an Excel sheet with several macros where the criteria are hardcoded in the VBA code to loop through the whole list, check if a row matches the criteria for a certain cost category, and if it does, copy the row to a new sheet (having one new sheet for each category), then using a second macro to break down the categories, assigning values to the “description”-column which is empty initially based on another set of criteria. Then, pivot tables are used on each of the new sub-datasets to calculate sums for each sub-category. These sums are finally used as input data for a management report (as seen in the image above) which is the ultimate goal of this whole ordeal.
Now, not only does this seem overly complicated to me and running the macros and manually adjusting the input ranges for the pivot tables takes forever, but also the criteria for allocating the costs can change quite often, and opening the VBA editor and changing the code is not really user-friendly.The initial idea was to maybe include some helper columns (one for each cost category) and somehow create an indicator variable being one of the entry falls in the respective category, and zero otherwise, and then use these columns for further calculations (e.g. for Sumifs and such).
The problem is that a) combinations of account number and type are not unique, so that one account number can go along with various types, and one type can go along with various account numbers, so the criteria can be something like C6 = 544300 OR 544700 AND D6<>110246, etc. And b) criteria can change, meaning sometimes a new account number or type is added that also has to be assigned to an already existing category such as labor costs, which would make it necessary to include that criterion in all the formulas for that particular cost category. So, is it possible to somehow create a criteria table for each category that serves as input for some sort of IF/SUMIF or lookup function?
Short version: I have a data set (can range from 5000 to up to 100000 rows, 8 columns) where I want to perform a lookup, but based on various criteria. And, in addition to that, it would be nice if the criteria could somehow be drawn from a separate list so that they can be modified fairly easily without having to change the formula itself. Is there a way to do so? Or do you think using the advanced filter might be the most suitable option?
I'm going to try and make this as least confusing as possible, I apologize in advance if my attempt is a failure.
I work in education and am trying to create a predictive analysis document that will tell us how many class sections we will need to offer in a given semester.
I pulled data from the past five years and consolidated it into a pivot chart. I set the pivot chart to combine all courses with a common Subject, Course Title and Catalog Number (See image below for more detail), and output 3 different columns of values based on what we need.
The problem I am facing now is with curriculum changes throughout the years. There are some courses within the list that are no longer being offered and a new course with a new Course Title, Subject and Catalog Number that can now be substituted for the previously needed course. Since the data has been pulled into one pivot chart, both the old curriculum courses and the new curriculum courses are in one list.
I would like to somehow create a relationship between the old curriculum courses and the new curriculum courses. If possible I would like the names of the courses to remain separate, but the values of the old and new to be averaged out together in their respective rows.
In a new page, I plan on putting an easy to use form where the user can select a course subject and name, enter in some other necessary data and the document will output the amount of course sections needed.
Does anyone know of a way to make a relationship between two cells and have other cells effected by this relationship?
Thanks so much!
Mike
enter image description here
I have several documents which contain statistical data of performance of companies. There are about 60 different excel sheets representing different months and I want to collect data into one big table. Original tables looks something like this, but are bigger:
Each company takes two rows which represent their profit from the sales of the product and cost to manufacture the product.I need both of these numbers.
As I said, there are ~60 these tables and I want to extract information about Product2. I want to put everything into one table where columns would represent months and rows - profit and costs of each company. It could be easily done (I think) with INDEX function as all sheets are named similarly. The problem I faced is that at some periods of time other companies enter the market:
Some of them stay, some of them fail. I would like to collect information on all companies that exist today or ever existed, but newly found companies distort the list (in second picture we see, that company BA is in 4th row, not BB). As row of a company changes from time to time, using INDEX becomes problematic, because in some cases results of different companies get into one row. Adjusting them one by one seems very painful.
Maybe there is some quick and efficient method to solve such problem?
Any help or ideas would be appreciated.
One think you may want to try is linking the Excel spreadsheets as tables in Access. From there you can create a query that ties the tables together. As data changes in the spreadsheets, the query will reflect those changes.