I am looking for some help regarding ranking. My spreadsheet has columns labeled as follows:
Tickers
P/E Rate of Change
P/B Rate of Change
Dividend Yield Rate of Change
P/Sales Rate of Change
I am looking to come up with a composite ranking that takes into account a tickers relative rank within each rate of change category. I tried this first by creating an additional 4 columns and using the formula as follows:
IFERROR(RANK(D4,$D:$D,1),"")
I believe this gives me a rank for the corresponding rate of change. However, for those cells that have either a blank or an error I want to use a median in calculating the tickers rank. I was then going to sum the ranks in another column to come up with my final ranking but that doesn't seem to be calculating correctly as I have blank rows returning rankings that don't make sense.
I think you are almost there.
For one column I would change what you have to
=IFERROR(RANK(D4,$D:$D,1),MEDIAN($D:$D))
Then simply expand to add all ranks together
=IFERROR(RANK(A4,$A:$A,1),MEDIAN($D:$D))
+IFERROR(RANK(B4,$B:$B,1),MEDIAN($D:$D))
+IFERROR(RANK(C4,$C:$C,1),MEDIAN($D:$D))
+IFERROR(RANK(D4,$D:$D,1),MEDIAN($D:$D))
+IFERROR(RANK(E4,$E:$E,1),MEDIAN($D:$D))
To avoid potentially large numbers you could use an average (same resulting rank, but potentially easier to understand) by slightly changing the formula to:
=(IFERROR(RANK(A4,$A:$A,1),MEDIAN($D:$D))
+IFERROR(RANK(B4,$B:$B,1),MEDIAN($D:$D))
+IFERROR(RANK(C4,$C:$C,1),MEDIAN($D:$D))
+IFERROR(RANK(D4,$D:$D,1),MEDIAN($D:$D))
+IFERROR(RANK(E4,$E:$E,1),MEDIAN($D:$D)))/5
Related
Can I define different aggregation methods for subtotals in different dimension in an Excel pivot table?
The following example shows a result I'm trying to obtain. The metric to aggregate is, let's say, lines of code of a software project. The 2 dimensions in question are Date and Organization. In source data, Organization is broken down into 2 columns, Department and Project, while Date is a single column and Excel makes up the Months/Years summaries automatically when making the ODBC data connection.
A metric such as this one should be aggregated differently along the different dimensions. For the Organization dimension, the subtotal for all projects of the department is the SUM, but in the date dimension, the subtotal for all months of the year is the MAX of any given month (or perhaps AVG, or last etc. but certainly not SUM).
I've tried to define the different aggregation methods in Excel in the field settings, but it always selects one or the other method for both dimensions. Is there a way to do it, preferably using standard Pivot Table mechanisms or at worst a UDF in Excel?
What I would do to tackle this problem is to add both aggregation functions: sum and max , then hide ( or shrink a lot ) those columns you do not want to display.
in the above example I shrink columns B,D,F and I because of they has values that are out of scope for your requirements.
The "Total Max of Loc" displays a value consistent with the function expressed throughout the entire column: that is "the maximum number of lines of code reached by each project in each department; this could lead to misunderstandings when we observe the values of the subtotals and grand total; i.e: The "Grand Total - Total Max of Loc" is not the "Total Max of Sum of Loc": in the example, it shows 18 which represents the absolute maximum value of Loc in a Project in each Department; In the same way the Total Max of Loc for Department 2 is 18 and form Department 1 is 12
When requested a different behavior as expressed in comment to this answer, I think we are entering into the strong customizations space and some solution could be found by writing custom macro and by leveraging the getpivotdata function or, if it can be acceptable for your case, simply by the addition of a new column with the max()formula and possibly hiding the column "Total Max of Loc"
I am working on creating a price list that uses calculated values to determine the price based on cost of good sold, area, and a few other things for some items.
There are different formulas used depending on the item type.
For example, prints would be calculated with an AREA multiplier type using the equation [#Multiplier]*[#Area] (referencing formatted table values, but they could also be typical references (f2*g2 for example)
So my question is, how could I set it so that a lookup of the multiplier type will reference a table that has the formula needed for that calculation.
I figured something like vlookup, but that either displays the equation itself, not the result, or doesnt work at all.
Currently, I have a big IF statement that works, but is a pain if I want to change the formula.
=MROUND(IF([#Mtype]='Multipliers 2'!$V$4,'Multipliers2'!W4,IF([#Mtype]='Multipliers 2'!$V$3,[#Multiplier]*[#Area]+40,IF([#Mtype]='Multipliers 2'!$V$5,2*[#[Cost of Goods]]+[#Multiplier], IF([#Mtype]='Multipliers 2'!$V$6,[#Area]*[#[Cost of Goods]]*[#Multiplier],[#Multiplier])))),0.5)
To Clarify, each product will have a multiplier type, along with data associated with the product that will be used for calculations:
So if I mark a product to use calculation A, the program should go look in a formula table, figure out what Calculation A is and then use those values to determine the result. If Calculation A = (Multiplier + 2*cost of goods sold), then it will look up the value in the multiplier column and add it to 2 x COGS.
Calculation B may be Multiplier * COGS and so on.
A problem I had last time I tried this a while ago was that even if I were to get the value to return some sort of result, I couldn't get the reference to change properly to correspond to the required row.
The data above is a small sample of what I'd be doing. Each product is part of a product type which has multiple variations in size, etc. So each product would reference a multiplier table which is used to calculate the final price, so if I want to change the prices for the entire group, all I'd have to do is change the value in the multiplier table, or the equation, and every corresponding product adjust accordingly.
The mtype would be controlled by the multiplier table. So I would like to set it so that if a particular mtype is used, the final calculation in the Price column will be determined by the formula listed.
I'm involved with a youth football tournament on the referee side, with assessing/coaching the referees. I've just taken over doing the data entry for the referees assessment scores which we then use to determine who gets finals etc and am looking to extract more usable information from the data to help us identify trends.
I've got (up to) 200 referees, each receiving from none to two assessment scores each day for 5 days. The scores are entered as both the raw mark and the weighted mark based on match difficulty (along with a host of other data about the match that isn't relevant to this issue.
I can extract the average mark (raw and weighted) across all referees without issues and have done so using the below formula, which is the raw average mark:
=AVERAGE(Working!AK4:AK200,Working!BK4:BK200,Working!CL4:CL200,Working!DL4:DL200,Working!EM4:EM200,Working!FM4:FM200,Working!GN4:GN200,Working!HN4:HN200,Working!IO4:IO200,Working!JO4:JO200)
But I also want to extract the average mark (raw and weighted) across two subsets - Academy and non academy referees, to help plot trends and determine where resources need to be utilised.
I've attempted to use an AVERAGEIF formula, but am getting a #VALUE! return. This is the formula that I've attempted to use to return the average raw mark for those referees in the academy:
=AVERAGEIF(Working!G4:G200,Working!G4:G200="Yes",(Working!AK4:AK200,Working!BK4:BK200,Working!CL4:CL200,Working!DL4:DL200,Working!EM4:EM200,Working!FM4:FM200,Working!GN4:GN200,Working!HN4:HN200,Working!IO4:IO200,Working!JO4:JO200))
If I do the same formula as above, but without the brackets around the [average_range], I get a 'you've used too many arguments, and it highlights BK200.
From what I've been able to find so far online, it seems that the formula I'm trying to use would only work if ALL the cells in (Working!G4:G200) returned "Yes". However if there are only 50 academy referees as indicated by "Yes" in G column, then I want those specific scores to be averaged, and the inverse for the non-academy referees.
I thought about having another sheet, which would simply contain populate from Column G (a simple =G4 and then populated down to =G200 next to all of the scores), consolidated into a block of raw marks columned under Assessment 1, 2, 3, 4.... and then the same for all of the weighted marks which would populate from the equivalent cell on the working sheet, but there's a lot of filtering, and re-sorting that goes on on the working sheet, and I'm not 100% certain that that wouldn't cause issues.
Any feedback on how to work through this problem, so that I can display the overall average mark for academy and non-academy referees in both raw and weighted form would be much appreciated, and I apologize if this post is rather convoluted.
I don't think there is a neat solution if the scores are in several columns which are not consecutive.
My suggestion is:-
(1) Work out the sum for each column separately and total them up
(2) Work out the count for each column separately and total them up
(3) Divide Sum by Count to get Average.
In my small example below with 3 referees and 3 columns:-
(1) In K2:-
=SUMIF(H2:H4,"Yes",B2:B4)+SUMIF(H2:H4,"Yes",D2:D4)+SUMIF(H2:H4,"Yes",F2:F4)
(2) In K3:-
=COUNTIFS(B2:B4,">=0",H2:H4,"Yes")+COUNTIFS(D2:D4,">=0",H2:H4,"Yes")+COUNTIFS(F2:F4,">=0",H2:H4,"Yes")
(3) In K4:
=K2/K3
This would include any zero scores (if this is possible) but exclude any blanks.
You can then scale it up to your data.
Beyond this, you would have to change the data structure either
(1) Add a row to label the columns that you want to average e.g.
Score 1 Score 2 Score 3
3 0 3
so you could pick up only the columns labelled 3 say
Here's how it would be in my small example:-
In K3:-
=SUM((B$2:F$2=3)*($H3:$H5="Yes")*B3:F5)
Which is an array formula and must be entered with Ctrl-Shift-Enter
In K4:-
=SUM((B$2:F$2=3)*($H3:$H5="Yes")*(B3:F5<>""))
another array formula
In K5:-
=K3/K4
This is how the columns you want are labelled with a 3 in row 2, so it ignores the other columns:-
(2) Consolidate them into another sheet as you suggest.
I have created a power pivot table as shown in the picture. I want to calculate quarter over quarter sales change. For which I have to divide for example corporate family "Acer" 's sales in 2012Q4 by sum of all the corporate family. I am using calculated measure to do this, but I am not sure what formula I can use.
My need is to create two columns, one for 2012Q4 percent of total and one for 2013Q1 percent of total. Then I will create another measure to find the difference. So the formula for 2012Q4 should be like this 1624442 / (1624442+22449+1200+16123) . Any idea which function can help me do it?
It sounds like you are measuring the change in the percent of total for each corporate family from quarter to quarter. You will need to create 3 calculated measures. I'm not sure what your model looks like so I can't give you the exact formula, but here is the idea.
CurrentQtr%ofTotal:= Divide(Sum('Sales'[Units]),Calculate(Sum('Sales'[Units]), All['Product'[Corporate Family])))
PrevQtr%ofTotal:= DIVIDE(CALCULATE(Sum('Sales'[Units]), DATEADD(DimDate[DateKey], -1, QUARTER)),
CALCULATE(Sum('Sales'[Units]), DATEADD(DimDate[DateKey], -1, QUARTER), All('Product'[Corporate Family]))))
Change%ofTotal:= DIVIDE(([CurrentQtr%ofTotal]-[PrevQtr%ofTotal]),[PrevQtr%ofTotal])
I used the divide function because it handles divide by zero errors. You use the ALL function to remove the filter on the Corporate Family column from the filter context. The Change%ofTotal is just to find the differenc. I'm calculating % change but you may just want to subtract.
Here's the link to a good blog post on time intelligence. And here's one on calculating percent of total.
For percentages please follow the tutorial on the Tech on the Net.
Adding another column where you calculate a difference between two pivot columns will not work - this column is "unpivotable", as it relies on a column defintion. You would need to copy and paste pivot as values to another worksheet and do the extra calculation there.
I run a small golf eclectic with excel. One of the things we have is a points system. I would like to get the 5 highest points scored over the season and have them ranked from 1 (being the highest points scored) to 5.
My knowledge of excel "sums" goes only a wee bit further than add and subtract.
Thanks!
If you don't want to change the order that they are presently in you can use the LARGE function. It returns the kth largest value.
Below is a great formula, if you drag it down it will automatically get the second, third and nth largest value from a table of data (in this example the data is between A1 to A10).
=LARGE(A1:A10,ROW(A1)-ROW($A$1)+1)
You can then match the values with names or corresponding data from the tables using the MATCH and INDEX functions. The example below would fetch the name for each value from the second column.
=INDEX($A$1:$B$10,MATCH(cell reference with score or value,$A$1:$B$10,2))
Play around with these formulas, they are very convenient for data m
If you have a column containing the scores, you could add a filter (Data->Filter I think) and sort descending.
Though, if you just have rows that are something like [Date][Person][Score] you'll need to go to another sheet and SUM the scores for each person then sort that... Unfortunately my Excel skills aren't up to par to pull a score for each person like that.
Given a list of numbers in A1 to A10, you can work out their 'Rank' relative to each other by using 'RANK'.
e.g.
RANK(A1,A1:A6,0)
RANK(cell, list of cells to check against, order)
For order, 0 = descending.
From there you can work out which one is first pragmatically.
If you have Excel 2007,
Check that your data is continuous, with no blank rows or columns. Click on your scores and then select 'Data - Filter'
Using the dropdown that the filter creates at the top of your scores column and select 'Number filters - Top ten'
A 'Top ten Autofilter' dialog will be displayed, reduce the show 10 to 5 and then click on OK.
For earlier versions of Excel add a RANK formula in a new column. Be careful as the scores need to be sorted, usually into descending order. If there are any ties, they will be given the same ranking number and the subsequent rank number will be incremented by the number of ties. (E.g. If there are two scores of 2, ranked as 5. The next score will be ranked as 7, not 6)
If you want to use the LARGE Function as described above, make sure you put the same range in the list for each of the LARGE functions. That is, change =LARGE(A1:A10,ROW(A1)-ROW($A$1)+1) to =LARGE(A$1:A$10,ROW(A1)-ROW($A$1)+1) or you will get some strange incorrect results