I'm trying to sum values based on two criteria: category and month (Renew).
I want to sum categories by renew month.
So, for things renewed in March, sum separately by category, but what is monthly and have the same category, must be summed too.
Example table
For example:
I have Softwares / Apps / Sites category that have different renew dates (March, April, May, June, September and also monthly).
So, I need to separate and sum values by month, but what are "monthly" have to be summed on all months.
Like this:
Softwares / Apps / Sites category
march: 26,50
april: 24,90
may: 30,60
june: 64
september: 24,90
Hope I made it clear...
I'm going crazy with that... please, help me...
For March:
=SUMPRODUCT(B2:B1000*(C2:C1000="Softwares / Apps / Sites")*(((E2:E1000="Monthly")+(E2:E1000="March"))>0))
Categories and month can be refer to cell. In the picture I can't see column, change them with real layout.
My table data is this:
Description,Price,Category,Period,Renew,Day
Netflix.Com,9,Streaming,Monthly,Monthly,5
Disney Plus,11,Streaming,Monthly,Monthly,5
Amazonprime,8,Streaming,Monthly,Monthly,5
Youtube,8,Softwares/Apps/Sites,Monthly,Monthly,5
Spotify,6,Softwares/Apps/Sites,Monthly,Monthly,5
Google,15,Work,Monthly,Monthly,5
Bank Fees,5,Bank Taxes,Monthly,Monthly,5
Internet,20,Streaming,Monthly,Monthly,5
Healthcare,20,Health,Monthly,Monthly,5
Smart Fit,35,Academy,Annual,June,10
Cellphone Plan,20,Work,Annual,June,10
Backup sw,12.5,Softwares/Apps/Sites,Annual,March,20
Office 365,50,Softwares/Apps/Sites,Annual,June,15
Truecaller,10.9,Softwares/Apps/Sites,Annual,September,10
Kasperksy,10.9,Softwares/Apps/Sites,Annual,April,10
Canva,5.7,Work,Annual,May,15
Kasperksy,10.9,Softwares/Apps/Sites,Annual,May,15
Canva,5.7,Work,Annual,May,5
(To make it easier to answer your questions, please export the data as CSV, then use four leading spaces to format the data in your question - it saves me five minutes typing in the data, and potentially making errors).
The command to use is SUMIFS. The syntax is:
SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2, criteria2], …)
So, if the entire table is located between A1 and F19, I could do this:
=SUMIFS($B$1:$B$19, $C$1:$C$19,"Softwares/Apps/Sites",$D$1:$D$19,"Monthly")
With my data, a total of 14.
Salesperson
JANUARY
FEBRUARY
SALES TYPE 1
'=January Ave
'=February Ave
SALES TYPE 2
'=January Ave
'=February Ave
I need help figuring out what formulas/nested functions I would use in the January and February average columns in the above table. The Excel document I'm working with has a tab for each sales person. In these tabs include the above table-like scorecard element.
I'm using the old "Sharing" feature of Excel which has a lot of limitations, you can't have tables in the document for example (experts, correct me if I am wrong about this) this is why I'm hoping to use a formula to get, calculate and input the data where it needs to go.
There is another tab where all the data is stored in a table-like structure. It has columns for the date of the sale, the ID of the sales person and how many sales were made on that day.
I'm also worried that too complicated of a formula being done 24 times in each sheet and there being a total of 50 sheets in the document, would this cause the document to lag? I'm reading on index match vs xlookup, I hear sumifs is easy but the file doesn't work as fast with that?
What formulas would you use? Any advice how to make sure the document runs smoothly when users use it? Any advice here is welcome. Thanks in advance for you patience.
After looking at a few similarish questions I figured I needed something more specific so asking here. I will start by explaining the situation:
The Setup
I have a Store which sells Cakes, Cookies and Wine. I have the weekly sales data of each product sorta like this:
Product ID
Product Name
Quantity
Value
Week Ending
1
Ginderbread
2
£4
13/01/22
2
Chocolate chip
5
£25
13/01/22
3
Red Wine Bottle
1
£10
13/01/22
4
Sponge Cake
3
£9
13/01/22
Currently every week's data is stored within the same table, with me using a Week filter to show only the week i'm interested in.
Using this Data I created PivotTables that shows the sales of each category, with the ability to drill down to show the specific products. Table looks something like this:
Category
Quantity
Value
Cakes
2
£4
Cookies
7
£29
Wine
1
£10
The issue
I now want to stick in a new calculated column that shows the Value as a %. E.g The total value for the previous table was £43, so Cookies is about 67%. If I drill down, it would show the Chocolate Chip record as 80% and Gingerbread as 20%
I imagine doing this would be easier if each individual week's data was on a different table, but I got a lot of weeks and I also want to do tables showing the sales for over a period of time. Plus I don't know of a way to merge the "value" and "quantity" columns, etc instead of having 1 for each week being shown.
any advice would be appreciated
Create an extra column in the source table (prior to filtering) entitled "perc" calculated as the corresponding value for each row divdied by the total value across all rows (se pic. / eqn. for first row below) --
=E2/$E$6
No calculated fields required - just include perc as the mesaure of interest in your pivot table, with value setting as 'sum':
The reason why this worked is because of the common denominator - which allows one to sum ratios on a 1:1 basis.
Devising a calculated field using the standard 'fields, items & sets' functionality for ordinary pivot tables would not be feasible / possible as far as I am aware. You would need to move into the realm of power pivots and data models - which is not too complicated (readily accesible directly from the field list per below) - however, I see this as unnecessary complication for the task at hand.
Side notes:
Using table names in your functions is sometimes more convenient when entering, albeit may appear tricky at first when reviewing - first eqn above becomes:
=[#Value]/Table1[[#Totals],[Value]]
I have an Index Match Match question that I have not been able to find the answer for in researching. Although the solution may actually might be different than an Index Match Match formula - I'm open to try something more efficient than my current workaround.
I have one worksheet with data from my company on it. We sell a Product (let's call it Coke Zero) and we track the weeks that we put a promotion on and how much profit we make by selling it to the retailer. For example a promotion for Coke Zero starts the first week of Jan and ends 3 weeks later and we make a gross profit of $100 each week the promotion runs. I then have an external database with sales data formatted on a weekly basis to tell me how many units of Coke Zero I sold in each week. My internal data has thousands of lines like this with dozens of products, however the promotions are consolidated on one single row regardless of if it runs for more than one week, making matching up to the external database difficult. I need to create a lookup for what our Gross Profit was for each week of the promotion.
I have attached an example image of the workbook + two data sheets of what I've tried to do, summarised below.
On the Internal Data Sheet I've created additional columns to the right with all of the weeks listed that the promotion is on for, and concatenated them with the Product Code to be able to match week by week to the data in the External data sheet. Then my lookup basically checks every column one after another until it finds one where the concatenate of Week_Product Code concatenate matches.
My current solution technically works but my final formula is really slow and cumbersome given the data can be anywhere from 10K-200K lines when looking at multiple retailers. I was hoping to find a more efficient formula to complete the lookup.
Current solution on the External Data Sheet Column E:
=IF(ISNUMBER(MATCH(D2,'Internal Data'!$E:$E,0)),INDEX('Internal Data'!$D:$D,MATCH(D2,'Internal Data'!$E:$E,0)),
IF(ISNUMBER(MATCH(D2,'Internal Data'!$F:$F,0)),INDEX('Internal Data'!$D:$D,MATCH(D2,'Internal Data'!$F:$F,0)),
IF(ISNUMBER(MATCH(D2,'Internal Data'!$G:$G,0)),INDEX('Internal Data'!$D:$D,MATCH(D2,'Internal Data'!$G:$G,0)),
"0")))
I got SUMPRODUCT to work using this formula in J2:
=SUMPRODUCT(--($B$2:$D$3=H2)*--($E$2:$E$3=I2)*$F$2:$F$3)
And, you don't need those concatenated lookup columns:
Well, that was fun.
I have an excel workbook with 2 sheets of alphabetical business listings, one from this year and the other from last year. The 2012 listings have categories assigned to them, the 2013 ones don't.
I want to copy the categories from the 2012 listings to the 2013 listings that still exist. How would I go about doing this? I've done a lot of Googling about it and have come up empty as to how I would tackle this.
2012 Listings
Business Name Category
Business A Services
Business B Shopping
Business C Automotive
New 2013 Listings
Business Name Category
Business A Services
Business C Automotive
New Business ???
For the new businesses I need to manually decide what they fall under, but as it stands I don't even know which businesses need categories. There are a lot of other columns, but they don't really matter per say in this issue.
My experience with Excel is quite limited, so any hand holding you can provide will help. Thanks.
Assuming that your 2012 listing is in Sheet1 and the header row starts in A1, with a similar setup for 2013 in Sheet2. Then the following lookup formula, beginning in cell B2 (or another column), of Sheet2 will bring over the categories:
=VLOOKUP(A2,Sheet1!$A$2:$B$6,2,0)
If there was no category assigned in 2012 to a business listed in 2013, this formula will return a N/A error value showing that you need to assign a category.