I need to do a total sum based on a look up, however the look up is dynamic. To be more specific I have a totals table like so:
Type | Total
Charges | 633.86
Costs |
Misc |
This needs to sum up figures based on certain code in a look up table:
Type | Code
Charges | N77RE
Charges | N5762
Charges | M7YRE
Costs | M888
Costs | O999
MISC | ABCS12
MISC | ABCs13
MISC | ABCS14
The financial data is presented like so:
Transaction | Code | Costs
123456 | N77RE | 19.99
123454 | O999 | 24.99
123452 | N5762 | 458.99
123450 | O999 | 487.55
123448 | N5762 | 45.55
So to sum it up I need to do a look up function to check to see what code has what value and then sum it up?
This image is based on the answer, it only seems to sum up the first Code?
Assuming your second table (Types and Codes) is in D1:E9 and the third table (Transactions, Codes and Costs) is in G1:I6 then with "Charges" in A2 use this "array formula" in B2
=SUM(SUMIF(H$2:H$6,IF(D$2:D$9=A2,E$2:E$9),I$2:I$6))
confirm with CTRL+SHIFT+ENTER
and copy down as required
The IF function provides a list of the valid codes for the type in A2 then SUMIF sums the costs for each code. This gives you an array of totals which SUM then sums to give your final answer.
For the example shown I'd expect to get 524.53 as the total for Charges
Related
I'm trying to add a custom 'discount' list to my spreadsheet.
I've got a table that contains all the data, and has costs for the standard 'used' value, then also the values at a 5% discount and a 10% discount.
Example:
+---------+-------------------+------+------------+-------------+
| Code | Role | Used | Used - 5% | Used - 10% |
+=========+===================+======+============+=============+
| Test001 | Employee | 5.67 | | |
+---------+-------------------+------+------------+-------------+
| Test002 | Junior Technician | 9.80 | 9.31 | 8.38 |
+---------+-------------------+------+------------+-------------+
| Test003 | Project Manager | 15 | | |
+---------+-------------------+------+------------+-------------+
| Test004 | Engineer | 20 | 19 | 17.10 |
+---------+-------------------+------+------------+-------------+
I've then got a Data validation list which returns all other the 'Roles' to select from. On the back of this this populates the Cost cell.
Example:
+----------+----------+----------+-------+
| Role | VLOOKUP | Discount | Cost |
+==========+==========+==========+=======+
| Employee | | | 5.67 |
+----------+----------+----------+-------+
| Engineer | 5%,10% | 10% | 15.10 |
+----------+----------+----------+-------+
What I want to do is have a list to be populated with 5%, 10% if there is that option. I'd like to achieve this without vba (I could easily achieve this with vba but trying to keep it all in the worksheet)
My VLOOKUP Column is populated using:
=CONCATENATE(IF(VLOOKUP(A2,INDIRECT("Test[[Role]:[Used - 10%]]"), 3, FALSE) <> "", "5%", ""),
IF(VLOOKUP(A2,INDIRECT("Test[[Role]:[Used - 10%]]"), 4, FALSE) <> "", ",10%", ""))
The issue comes when trying to do the data validation. It accepts the formula (tried using the above to no avail in the data validation) but populates the drop down list with just the one value of 5%,10% instead of interpreting it as a csv.
I'm currently using this to attempt to populate the Discount Drop Down
=OFFSET(INDIRECT(ADDRESS(ROW(), COLUMN())),0, -1)
It is possible assuming your version of Excel has access to the dynamic functions FILTER and UNIQUE. Let's go through a couple of things, and here is a google doc where this is demonstrated. I also included an online excel file*.
It isn't necessary to calculate the cost in the setup table (A:E). You can just use a character to mark availability (and in some versions it was difficult to make the FILTER work with comparisons like <>"", etc, when ="x" worked fine).
You can get an array of available discounts by using FILTER, INDEX and MATCH. See Col P. You use INDEX/MATCH to return a single row of the array containing the discounts (in this case D:E), and then use that row to filter the top row (D1:E1) which has the friendly discount names and return it as an array.
It isn't necessary to concat the discount list the way you're doing. You can use TEXTJOIN, FILTER, INDEX and MATCH. See Col I. You just wrap the calculation that generates the array of discount names (step 2) in TEXTJOIN to get a string.
The validation is accomplished by referencing the output of step 2. I don't think that the data validation dialog can handle the full formula, so I pointed it to Cols O:Q. Col O is included in the validation so that you can get an empty spot at the top of the list, but Google Docs seems to strip it out.
You can just calculate the discounted cost from the selected option. See Col K. I included the original cost in Col L so you can see it.
you will need a microsoft account to view
To make it easy
+---+----+-------------+
| | A | B |
+---+----+-------------+
| 1 | xx | 12-05-2015 |
| 2 | xx | 15-05-2015 |
| 3 | yy | 13-05-2015 |
| 4 | yy | 16-05-2015 |
+---+----+-------------+
(today is 14-05-2015)
I need to get the MAX date value for each "A" value only if it is before today.
In case it's not, move to the 2nd biggest value. Case it does not find, empty cell.
What I've done so far:
=MAX($A$1:$A$4='xx';$B$1:$B$4<TODAY();$B$1:$B$4)
and confirm with SHIFT+CTRL+ENTER
The error I get is that it yields 13-05-2015 as max value for xx, which is obviously wrong (as if it does not take into account the $A$1:$A$4='xx'
You need to use nested if-functions. I.e. change your formula into:
{=MAX(IF($A$1:$A$4="xx", IF($B$1:$B$4<TODAY(), $B$1:$B$4)))}
And end it with Ctrl+Shift+Enter
A standard (non-array) formula alternative.
=MAX(INDEX((B:B)*(A:A="xx")*(B:B<TODAY()), , ))
This formula would benefits from having its cell ranges cut down from full columns to something closer to the usable data range.
If your dates are sorted ascending as shown in the example then you can use LOOKUP like this:
=LOOKUP(2,1/(A$1:A$100="xx")/(B$1:B$100<TODAY()),B$1:B$100)
Doesn't require "array entry"
I'm trying to work out a small problem with my excel Pivot table. I have data from a Excel Sheet which i have made a Pivot table of. The data is structured as below
Name | Count Cell1 | Sum of Cell 2 |
Eric | 25 | 5 |
Sam | 5 | 1 |
Joe | 10 | 5 |
What i want to have is a formula that takes the Count of Cell 1 and divide it by Sum of Cell 2 and display it in % like the example below.
Name | Count Cell1 | Sum of Cell 2 | Difference|
------------------------------------------------
Eric | 25 | 5 | 20% |
Sam | 5 | 1 | 20% |
Joe | 10 | 5 | 50% |
All formulas i have tried only uses the original Table cells and not the sums of them.
So is there a smart way to have a formula lookup inside of a pivot table and display it in %?
In your Pivot Table, you can enter a calculated field to do what you want.
Select somewhere in your pivot table (e.g. one of the Sum of Cell2 fields)
In the PivotTable Tools > Options ribbon, in the Calculations section, click Fields, Items & Sets and from there pick Calculated Field
Change the name to Difference and the Formula =Cell2/Cell1
In the Field Settings for that field, change the Custom Name to Difference and Number Format to Percentage
EDIT - question updated for Count & Sum
So, as far as I can see, trying to do the combination of Sum/Count really upsets it... the only workaround I could find was adding a helper column in the data source with just the number 1... in that way, the sum of that gives you the count, and so the Calculated Field can be Cell2/HelperColumn -horrible!
I'm trying to generate a table that shows a count of how many items are in any given status on any given day. My result table has a set of Dates down column A and column headers are various statuses. A sample of my data table with headers looks like this:
Product | Notice | Assigned | Complete | In Office | In Accounting
1 | 5/5/13 | 5/7/13 | 5/9/13 | 5/10/13 | 5/11/13
2 | 5/5/13 | 5/6/13 | 5/8/13 | 5/9/13 | 5/10/13
3 | 5/6/13 | 5/9/13 | 5/10/13 | 5/10/13 | 5/10/13
4 | 5/4/13 | 5/5/13 | 5/7/13 | 5/8/13 | 5/9/13
5 | 5/7/13 | 5/8/13 | 5/10/13 | 5/11/13 | 5/11/13
If my output table were to contain a set of dates in the first column with the statuses as headers, I need a count of how many rows were at the given status and had not yet transitioned to the next status so that in the Notice column, I'd have a count of rows where the Notice Date was <= X AND where the Assigned, Complete, In Office, In Accounting are all greater than X.
I've used a Sum(if(frequency(if statement to get me REALLY close but I feel like I need to have an AND statement within the second IF like this =SUM(IF(FREQUENCY(IF(AND
Here's what I have that won't work:
=SUM(IF(FREQUENCY(IF(AND(Table1[Assigned]<=A279,Table1[[Complete]:[In Accounting]]<=A279),ROW(Table1[[Complete]:[In Accounting]])),ROW(Table1[[Complete]:[In Accounting]]))>0,1))
If I take the "AND" portion out, this works fine except I need it to ONLY count rows where the given status actually has a date so if an "Assigned" date is empty, I don't want that row to be counted for the Assigned column.
Here's an example of what I'd expect to see in the results. I've listed the count in the each column as well as the corresponding product numbers in parenthesis. The corresponding product numbers are for reference only and won't actually be in the result table.
Date | Notice | Assigned | Complete
5/6 | 2 (1,3) | 2 (2,4) | 0
5/7 | 2 (3,5) | 2 (1,2) | 1 (4)
5/8 | 1 (3) | 2 (1,5) | 1 (2)
OK, assuming you have the original data in A1:F6 then with 2nd table headers in B9:D9 and row labels in A10:A12 then you can use this "array formula" in B10
=SUM((B$2:B$6<=$A10)*(MMULT((C$2:$F$6>$A10)+(C$2:$F$6=""),TRANSPOSE(COLUMN(C$2:$F$6)^0))=COLUMNS(C$2:$F$6)))
confirmed with CTRL+SHIFT+ENTER and copied down and across (see screenshot below)
As you can see the results are as per your requirement. If you replace dates with blanks it will still work
MMULTis a way to get a single value from each row even when you are looking at multiple columns.
I used cell references because I think that's easier, especially when copying the formula across and having a reducing range.......but you can use structured references if you want
Have you tried using COUNTIFS to count based on multiple criteria. It is fairly well documented here: http://office.microsoft.com/en-us/excel-help/countifs-function-HA010047494.aspx (2007+ only)
Basically, you use it like
=COUNTIFS(first_range_to_check, value_you_want_in_first_range, ...)
where the ... represents as many pairs as you want (up to 127 total pairs), note the conditions are AND connection so if you have two pairs, the first pair AND the second pair must return true for that row to count.
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.