Excel - Nested IF/Nested AND/OR in 'calculated field' option - pivot table - excel

I have the following problem:
A datasheet with a column (HOUR) and another column (AM/PM). Entries in the first column consist of 1,2,3,4,5,6,7,8,9,10,11, or 12, the second column consists of 'AM's or 'PM's. Together they define the time of an incident (regarding the below problem, note that I am not allowed to create a new column in the source datasheet or change existing columns). The below formulas 1.) to 3.) work excellent for getting '1's or '0's for incidents that happened either between 8AM and 4PM, or outside of this time window, as long as I create a new column somewhere.
1.) =IF(AND(A1>=8, A1<=11),IF(B1="AM",1,0),0) + IF(AND(A1>=1, A1<=4),IF(B1="PM",1,0),0) + IF(AND(A1=12),IF(B1="PM",1,0),0)
2.) =--OR(AND(A1>=8, B1="AM", A1<>12), AND(OR(A1<=4, A1=12), B1="PM"))
3.) =--OR(AND(OR(A1={8,9,10,11}),B1="AM"), AND(OR(A1={1,2,3,4,12}), B1="PM"))
However, I want the "1"s to be summarized - without creating an extra column - as calculated field in a pivot table. While excel doesn't accept the 3.) formula at all in the calculated field option, excel accepts 1.) and 2.), but puts out only "0"s in all pivot cells. The below is one of the formulas that puts out only "0"s in the pivot table.
=--OR(AND(HOUR>=8,'AM/PM'="AM",HOUR<>12), AND(OR(HOUR<=4,HOUR=12),'AM/PM'="PM"))
The field value settings don't make a difference, and the fields that are created new with 1.) or 2.) cannot be filtered for "1"s or 0"s, so something must be wrong with the field calculation I guess. Does anybody know what I need to change to make it work? Are there special rules for formulas in pivot tables that apply to formula 1.) and 2.) to make them work?
Thanks for any help on this

I think the limitation is not you, but Excel.
See here for description of what is possible, as well as this question

I tried your code and indeed I see it's not working. Even with a simple if code it doesn't seem to work. I think it's is explicitly called a calculated field because you are only able to calculate the fields in the Sum/Total/Count etc. column.
Have a look at MS, this function is quite limited.
I would try to make another work-around to accomplish your goal.
Microsoft

Related

How to INDEX(MATCH from two tables

I have two table that are vertical to one another. I make the following 3rd table from the formula below (Also see picture):
=INDEX($C$3:$C$30,MATCH(1,($I3=$A$3:$A$30)*($K3=$E$3:$E$30)*(L$2=$D$3:$D$30),0))
What I need help with is how to make this formula get data from a horizontal set of tables or tables from different worksheets:
Can I chain together ranges like so?
=INDEX($D$3:$D$14:$M$17:$M$28,MATCH(1,($J3=$A$3:$A$14:$J$17:$J$28)*($L3=$F$3:$F$14:$O$17:$O$28)*(M$2=$E$3:$E$14:$N$17:$N$28),0))
It's not working and I know there MUST be a way to do it.
The information I provided was incorrect for the second table in the Day column this might have been the reason it wasn't initially working. I have fixed it and used the suggestion given by Scott Craner!
The function that works is:
=IFERROR(INDEX($D$3:$D$14,MATCH(1,($J3=$A$3:$A$14)*($L3=$F$3:$F$14)*(M$2=$E$3:$E$14),0)), INDEX($M$17:$M$28,MATCH(1,($J3=$J$17:$J$28)*($L3=$O$17:$O$28)*(M$2=$N$17:$N$28),0)))

How do one extract information from a dynamic table, automatically through excel functions?

I have been searching high and low for a way to solve my dilemma, in different ways, so I am trying to post both of the things I've been trying to do:
The challenge version 1:
I want to extract the entire row with information tied to the name which is the latest entry of that name in the table. So from the table below I would want to collect the entire row which contains the information: "A, Jack Black, 01.01.2029, 10:20". I simply want to copy the entire row to another sheet. But one important factor is that it has to happen automatically.
So i need functions which can check if: Is there another entry with the same name, higher up in the table? If so, DO NOT COPY THE ROW. If there ain't another entry with the exact same name higher up in the table, COPY THE ENTIRE ROW, to another table, within another sheet.
The challenge version 2:
What I really want to do is count the number of unique people(unique names) per. department, and summarize this in another table. Basically this means that "Jack Black" should be counted as 1 person, in department A.
So the result I want, is a table looking like this (the one beneath), where the number of people does not contain any duplicate people (names). OR it does not function with a dynamic table, which updates the information it contains on the fly. I can make this happen if I am copying from a static table, but as stated above, the table is dynamic and updates with new information every minute...
So far i've tried excel's built in filtering, but this does not work automatically. I've also tried using functions like in this guide: https://excel-bytes.com/how-to-extract-a-dynamic-list-from-a-data-range-based-on-a-criteria-without-filters-in-excel/. However every solution i find seems to need criteria for filtering out duplicates or does not function when copying information from a dynamic table.
Does anyone know how to reach my desired result, without implementing criteria for selecting the rows or counting rows as stated above? VBA code is not an option at the moment :(
In advance, THANK YOU, I've really tried solving this, but I feel like this just might break my head wide open soon if I can't solve it. HEEEEELP!
Sincerely
haakonlu

Taking means of irregular amounts data

I'm not able to take the means for a large dataset given that the amount of attributes is irregular.
I have posted a simplified case for the problem. It explains the problem very well.
An idea that I came up with: Make a filter to condition on a single attribute. However, still, I don't see a way to do this in an efficient way (other then doing it all by hand).
see excel file:
All help is much appreciated.
I'm basically looking for a function/method to achieve taking means of all different attributes conditioned on each person for a large dataset without doing it by hand.
You can use AVERAGEIFS() inside an IF:
=IF(OR(A2<>A1,B2<>B1),AVERAGEIFS(C:C,A:A,A2,B:B,B2),"")
the ifrst part of the if tests whether the row starts a new group either by the person or the attribute changing. Then it uses AVERAGEIFS() to return the correct average of that group. otherwise it returns a blank
What you want to do can be accomplished very simply with a pivot table.
Simply select one of the cells inside the range of data you want to process(See the video for general use of a pivot table https://www.youtube.com/watch?v=iCiayB6GrpQ )
go the insert tab and insert pivot table.
Once you have it, simply check people, attribute, and values. Then drag people and attribute into rows, drag valut into the values window, select the drop down list and change it from sum of value to average and you should be done. https://i.stack.imgur.com/nYEzw.png

Update Excel ListObject header names without breaking pivots

I have an Excel sheet with a very wide table on it. Due to developer friendlyness I'd like to use a certain style of column header naming (much like proper Hungarian notation), where I suffix each header name with "column type" tags. This allows me to easily spot where e.g. apples and oranges are compared. There are also pivot table reports based on this table.
An example to illustrate this: say you have 2 monetary columns, column A being expressed in another currency than column B. The model should thus never combine them without first applying appropriate exchange rates. To spot this I name these columns e.g. Earned - Cur1 and Saved - Cur2. Any calculation like =[#[Earned - Cur1]] + [#[Saved - Cur2]] is illegal, but due to the tags this can be picked up easily in an audit. I have several such tag groups in use already, and they already prevented some errors creeping in.
However...
The file also needs to be distributed to lots of not-so-savvy end users, and they need to fill in this table and refer to some of the outcome columns. Most intermediate columns we already hide, but the column names are now far from being user-friendly (like: fill out Actual - NK/Q1/EC/%, please?).
And this needs to run in Excel 2010.
What are my options?
Option 1
Add an extra row above the table, putting human readable names in there, and just hide the table header row. This works, but not the users can't sort and filter the table anymore, so that's a no-go.
Option 2
Augment option 1 by prepending a newline to each column name, and make the table header row 1 character high. The header cells would still be there to drive sorting and filtering and the users have human readable names in the row above. The actual header cells would appear like 'empty' buttons. Could work, but then the complex formulas become unreadable due to all the newlines from the column names all over the place.
Option 3
Add a macro that switches the headers in the table by alternative headers in another row above the table. The macro should be ran just before sending out the file to the users, and ran again when they return them filled in and all. I happily coded this option into the file, and it works wonderfully! But then I realized this (and thus option 2 as well) breaks all the derived pivot tables, since Excel links the data by the names used in the table - update the name, and that section of the pivot will be dropped...
I'd really like the option of having our development-oriented column names in there when we ourselves work with the file, but being able to switch out the headers when needed. And of course without rebuilding all the pivots after each such switch.
An opening here would be that pivots seem to only drop the columns once they're refreshed. I could use this to update the header names, then do some magic on the pivots to remap their fields, and only then refresh them, but it seems there's no way from within VBA to accomplish that (PivotField.SourceName is read only).
Hopefully someone can think of an alternative, or am I SOL? I'm totally open to other workarounds.
Workaround 1
Insert null-terminating characters in the header names such that they do not show normally in the formulas, but do not show in the table header row. If only it were that simple though... Turns out Excel throws up from a =Char(0)&"abc", and things like =Char(8)&"abc" (tab anyone?) give Unicode replacement characters when pasted into a header cell... (?)
Workaround 2
A last resort seems to be to unzip the excel file, and plough through the xml data to update everything in one go there, then rezip the file. But this code also needs to be executed by less skilled users, and I see too many ifs and buts to make me feel safe using this setup.
Workaround 3
For now I just use a variation on option 2; I have some VBA that 'empties' the header cells instead of prepending a newline to them. By 'emptying' I mean setting the font size to 1, subscript, non-bold, and then make the font color identical to the background color, followed by setting it's row height to the default 14.5. The cryptic names do leak out however; column header cell drop down arrows for sorting&filtering show the cryptic name, as well as the pivot field settings and of course the formula bar when you just click such a cell. But I guess it's the best I can do?
And then again I'm probably just perfectionizing this thing faaar to much :) But from this point on it's about the challenge!
Make sure you Tick the Box "Add this data to the DataModel" when creating your pivot(s)
AFAIK when your Pivots are connected to the Datamodel instead of directly to the Range/Table you can change your column-names in the Table and your Pivot will stay fine. You could even use other names in your Pivot.

Excel Lookup with multiple queries

I have a question that I a may not be thinking correctly about. But I have an a long excel file that I pull from somewhere else with the following columns:
Project_Name1, Employee_Name1, Date_Worked1, Hours_Worked1
In another sheet I have these columns
Project_Name2, Employee_Name2, Begin_Date2, End_Date2, Hours_Worked2
This second sheet is filled with data, and works just fine.
However, it turns out that I have some employee names that I do not know that are also working on the same project. I need to figure out the names of the employees and then sum the number of hours they worked for a given period.
So I need a lookup with three criteria:
Project_Name1 = Project_Name2
Employee_Name1 <> {Array of Employee_Name2}
Begin_Date2 <= Date_Worked1 > End_Date2
Returning Employee name.
Once I have the employee name, I can do a sumifs=() and get the total hours they worked no problem.
I have tried a number of combinations of Index Match functions, using ctrl-shift-enter... and have not been able to figure out it. Any help would be greatly appreciated.
What you're talking about doing is extremely complicated and a little bit past what Excel was designed to do by default. However, there are a few workarounds that you can use to attempt to get the information that you're looking for.
It's possible to do multiple-criteria VLOOKUPs and SUMIFs by concatenating fields to make a multi-part identifier (Ex: Insert a new column and have a forumla in it like =A1&B1)
Open a new workbook and use Microsoft Query (I'm not sure if you can select from more than one sheet, but if you can select from multiple sheets like tables you should be able to write a semi-complex query to pull the dataset you want.
http://office.microsoft.com/en-us/excel-help/use-microsoft-query-to-retrieve-external-data-HA010099664.aspx
Use the embedded macro feature and use visual basic script to write out your business logic. (Hotkey is ALT+F11)
One way to do this would be to first create an additional column to the right of entries on the sheet you're trying to pull employee_name from: =ROW()
You could then use an array formula like you were trying to implement to pull the corresponding 'match' row:
{=SUM((project_name1=projectname2)*(employeename1<>employeename2)*(begindate<=date_worked1)*(date_worked1>end_date2)*(match_column))}
You could then use this returned match_column entry within the index as you described to retrieve the appropriate entries.

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