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I have been working for several days on this and have researched everything looking for this answer. I'd appreciate any help you can give.
In Excel I am searching a string of text in column A:
Bought 1 HD Sep 3 2021 325.0 Call # 2.75
I am detecting the first word (in this case "Bought") and detecting the last word before "#" symbol (in this case "Call").
I am then detecting the price following the "#" symbol (in this case "2.75"). This number will go into column B (header "Open") or column C (header "Close") depending on the combination of words found:
Sold/Put=Close
Sold/Call=Open
Bought/Put=Open
Bought/Call=Close
Sold (by itself)=Open
Sold (by itself)=Close.
Bought 1 HD Sep 3 2021 325.0 Call # 2.75
The combination found in the above string is: "Bought Call". Therefore the number at the end ("2.75"), goes into "Open" column.
Here's another example:
Sold 4 AI Sep 17 2021 50.0 Put # 1.5
The combination found in the above string is: "Sold Put". Therefore the number at the end ("1.5") goes into "Close" column.
I am currently using this formula to determine if the string contains "Sold" and "Call" and get the desired number and it does work:
=IF(AND(
ISNUMBER(SEARCH({"Sold","Call"},A10))),
TRIM(MID(A10,SEARCH("#",A10)+LEN("#"),255))," ")
But, I don't know how to search for all the other possible combinations.
The point behind this is to be able to paste the transaction from the broker and have most of the entry process automated. I'm sure many will benefit from this as I've not found anything like this.
I'd appreciate any help and if possible, an explanation of the formula so I can better learn.
Thanks!
I think you have the right idea, but would just extend the IF statement.
Something like the below might work for you:
=IF(ISNUMBER(SEARCH("Call", $A1)),
IF(ISNUMBER(SEARCH({"Bought","Sold"}, $A1)),
NUMBERVALUE(RIGHT($A1, LEN($A1)-SEARCH("#", $A1))),""),
IF(ISNUMBER(SEARCH({"!!!","!!!","Bought","Sold"}, $A1)),
NUMBERVALUE(RIGHT($A1, LEN($A1)-SEARCH("#", $A1))),""))
Just enter in column B and drag down; columns B through E should fill as needed.
For example:
Note that the search for "!!!" is just random characters, it can be anything that you don't think has a good chance of appearing in the string.
Here/screenshots refer:
(requires Office 365 compatible version Excel)
Main lookup
=LET(fn_1,MATCH("*"&$H$7:$H$12&"*",B4,0),fn_2,MATCH("*"&$I$7:$I$12&"*",B4,0),IFERROR(INDEX($J$7:$J$12,MATCH(1,IF($I$7:$I$12="",fn_1*ISNUMBER(fn_2),fn_1*fn_2),0)),))
EDIT:
Other Excel versions:
=IFERROR(INDEX($J$7:$J$12,MATCH(1,IF($I$7:$I$12="",MATCH("*"&$H$7:$H$12&"*",B4,0)*ISNUMBER(MATCH("*"&$I$7:$I$12&"*",B4,0)),MATCH("*"&$H$7:$H$12&"*",B4,0)*MATCH("*"&$I$7:$I$12&"*",B4,0)),0)),)
(all that falls away is the 'Let' formula, replacing fn_1 and fn_2 with respective functions in index formula within the let making first equation somewhat longer, but otherwise identical)
Example applications
Have provided 2 examples of how one might customize to insert numeric in one of the columns (the key part to this question is really how to do lookup in first instance, from thereon it's a matter of finetuning/taking appropriate action)...
Assuming calls/buys are "long" position and strike price go in first col (here, D), and puts/sales are "short" position with strike price going in 2nd col (here, E):
Long - insert strike price col D
=IF(LET(fn_1,MATCH("*"&$H$7:$H$12&"*",B4,0),fn_2,MATCH("*"&$I$7:$I$12&"*",B4,0),IFERROR(INDEX($K$7:$K$12,MATCH(1,IF($I$7:$I$12="",fn_1*ISNUMBER(fn_2),fn_1*fn_2),0)),))=1,MID(SUBSTITUTE(B4," ",""),SEARCH("#",SUBSTITUTE(B4," ",""))+1,LEN(SUBSTITUTE(B4," ",""))),"")
EDIT
Other Excel versions:
=IF(IFERROR(INDEX($K$7:$K$12,MATCH(1,IF($I$7:$I$12="",MATCH("*"&$H$7:$H$12&"*",B4,0)*ISNUMBER(MATCH("*"&$I$7:$I$12&"*",B4,0)),MATCH("*"&$H$7:$H$12&"*",B4,0)*MATCH("*"&$I$7:$I$12&"*",B4,0)),0)),)=1,MID(SUBSTITUTE(B4," ",""),SEARCH("#",SUBSTITUTE(B4," ",""))+1,LEN(SUBSTITUTE(B4," ",""))),"")
Short - insert strike price col E
=IF(LET(fn_1,MATCH("*"&$H$7:$H$12&"*",B4,0),fn_2,MATCH("*"&$I$7:$I$12&"*",B4,0),IFERROR(INDEX($K$7:$K$12,MATCH(1,IF($I$7:$I$12="",fn_1*ISNUMBER(fn_2),fn_1*fn_2),0)),))=2,MID(SUBSTITUTE(B4," ",""),SEARCH("#",SUBSTITUTE(B4," ",""))+1,LEN(SUBSTITUTE(B4," ",""))),"")
EDIT
Other Excel versions:
Follow same routine in previous Edits (remove Let, replace fn_1 & fn_2 with respective formulae...)
Note similarity in all 3 equations above: 2nd and 3rd contain 1st (effectively they just wrap a big old 'if' statement around 1st, use lookup_2 col (here, col K), and use mid/search to extract rate after the hashtag.
Assumes you don't have other hashtags in the sentence..
Customize as required.
Each row needs to be paired up with the one before it therefore I need a new column that looks like the following.
flag
1
1
2
2
3
3
4
4
5
5
.
.
.
and so on
You can solve this a number of ways with Alteryx. I chose to use one tool, the Multi-Row Formula tool, to make an elegant solution.
Add the Multi-Row Formula tool.
Use the default "Create a New Field" option and name the field "flag".
Choose 2 as the "Num Rows".
Choose "NULL" as the "Values for Rows that don't Exist".
For the expression, paste the following:
IF ISNULL([Row-1:flag])
THEN 1
ELSEIF [Row-1:flag] == [Row-2:flag]
THEN [Row-1:flag] + 1
ELSE [Row-1:flag]
ENDIF
This will create the flag for you by paring the first and second rows, third and fourth, and so on.
As a reference, see my page in the Alteryx community. I am a certified partner.
Alteryx Reference
I have multiple records as below in an excel file say Col A:
Infogain India (P) Ltd. 3-6 yrs Noida
ROBOSPECIES TECHNOLOGIES PVT LTD 0-2 yrs New Delhi
Red Lemon 0-3 yrs Noida(Sector-7 Noida)
Within the data there is a range of years mentioned e.g. 3-6 yrs in the first list item.
I want to extract the data 3-6, 0-2, 0-3 etc from above 3 list items. I understand a search for " yrs " in all the strings will give me the end position. However, I am unable to determine how to find the starting position of the Number of years.
I require the excel formula which will give me the year range.
I do not want to use any VBA for the solution.
If there are no spaces between numbers then you can use following formula.
=TRIM(RIGHT(SUBSTITUTE(TRIM(LEFT(SUBSTITUTE(A3," yrs",REPT(" ",99)),99))," ",REPT(" ",99)),99))
Try,
=TRIM(RIGHT(REPLACE(A1, FIND(" yrs", A1), LEN(A1), TEXT(,)), 4))
Try the following though pretty sure it can be condensed. I have attempted to handle additional white space potentially being present and also the years being multi digit in length e.g. 12-15. Incorporates a method by Raystafarian to find a last occurence of a character.
=RIGHT(TRIM(LEFT(TRIM(SUBSTITUTE(A1,CHAR(32)," ")),FIND("yrs",TRIM(SUBSTITUTE(A1,CHAR(32)," ")),1)-1)),LEN(TRIM(LEFT(TRIM(SUBSTITUTE(A1,CHAR(32)," ")),FIND("yrs",TRIM(SUBSTITUTE(A1,CHAR(32)," ")),1)-1)))-LOOKUP(9.9999999999E+307,FIND(" ",TRIM(LEFT(TRIM(SUBSTITUTE(A1,CHAR(32)," ")),FIND("yrs",TRIM(SUBSTITUTE(A1,CHAR(32)," ")),1)-1)),ROW($1:$1024))))
Try with below formula
=TRIM(RIGHT(SUBSTITUTE(LEFT(A1,SEARCH("yrs",A1)-1)," ","|",LEN(LEFT(A1,SEARCH("yrs",A1)-1))-LEN(SUBSTITUTE(LEFT(A1,SEARCH("yrs",A1)-1)," ",""))-1),LEN(SUBSTITUTE(LEFT(A1,SEARCH("yrs",A1)-1)," ","|",LEN(LEFT(A1,SEARCH("yrs",A1)-1))-LEN(SUBSTITUTE(LEFT(A1,SEARCH("yrs",A1)-1)," ",""))-1))-SEARCH("|",SUBSTITUTE(LEFT(A1,SEARCH("yrs",A1)-1)," ","|",LEN(LEFT(A1,SEARCH("yrs",A1)-1))-LEN(SUBSTITUTE(LEFT(A1,SEARCH("yrs",A1)-1)," ",""))-1))))
I have an issue at the moment which I'm not able to resolve even with multiple combinations of If and Vlookups. I'm not doing this right.
I have a sheet which has the names of the products and an empty column for the Sl Number. The Sl number needs to be retrieved from Sheet 2 if it matches the value in the adjacent cell of the formula (This I know can be possible with Vlookup). However, I am trying to display the value even if the match is not exact. By that I mean if the product name has all the values as on the sheet 1 but also has additional information in brackets, then the value should still be displayed.
Sheet 1
Formula in A2 - A7 = "=VLOOKUP(B2, Sheet2!B:E, 2, 0)"
Sheet 2
The complete data
Is this possible?
Thanks in advance.
Apologies, I'm new here and not sure how this works. So trying to do the right thing but may take some time.
Thanks Frank and Tim. I have another extended question to this.
Is there a way to retrieve the value by ignoring text in brackets on the lookup cell itself?
For example:
Sheet 1
Sl Number Name
123454 Cream SPF 30+ 50g
**NA** Bar Chocolate 70g X 6 (Sample)
234256 Hand Wash 150ml
26786 Toothpaste - Whitening 110g
Sheet 2
ID Name Sl number Manufacturer Quantity
8 Collagen Essence 10ml 456788 AL 87
9 Hand Wash 150ml 234256 AD 23
10 Bar Chocolate 70g X 6 835424 AU 234
Row 2 on Sheet 1 has the name that includes (Sample) and the same product on sheet 2 does not contain the (Sample) for that product. Is there a way I can use lookup in the above scenario?
Thank you
Tim's comment
=VLOOKUP(B2 & "*", Sheet2!B:E, 2, 0) as long as the "Extra" info is tagged onto the end of the name, and none of your product names is a
substring of another product name. – Tim Williams 53 mins ago
Will get what you are looking for, as for getting rid of text between "(...)" use
=IFERROR(IF(FIND("(",A2),LEFT(A2,FIND("(",A2)-1),A2),A2)
To create a new column that will cut out anything that has parentheses "(...)" this presumes that all of your entries has the "(...)" at the end, i.e. far right side.
As you are new, I presume you might be interested in an explanation. I'll explain what Tim and I did. If I am incorrect, anyone is free to edit.
Based on your question, it would appear that you are familiar with Excel but not the site. This said, my understanding of the key difference between your attempt and Tim's was =VLOOKUP(B2 & "*", Sheet2!B:E, 2, 0) or specifically & "*". This introduces a Wildcard to the search parameter. So if you typed "Bob" but the actual reference was "Bob's Burger" That "*" would allow ['s Burger] to be included as part of the possible search given that you set vLookup to search for Approximate rather than exact matches. =VLOOKUP(B2 & "*", Sheet2!B:E, 2, 0) specifically , 0).
As for my part, IFERROR is effectively an catch-all for errors in IF functions. If there is a error, then X. In this case, if it does not find "(" in the cell, then it will throw an error. Since it is an error, display the original cell.
As for IF(FIND("(",A2),LEFT(A2,FIND("(",A2)-1),A2) It asks Excel to look for "(" in the cell A2, if it finds it, then it it counts from the LEFT until it finds the "(" and deletes the text one space to the left of the first "(". Thus removing the "(...)".
Say I have columns
/670 - White | /650 - black | /680 - Red | /800 - Whitest
These have data in their rows. Basically, I want to SUM their values together if their headers contain my desired string.
For modularity's sake, I wanted to merely specify to sum /670, /650, and /680 without having to mention the rest of the header text.
So, something like =SUMIF(a1:c1; "/NUM & /NUM & /NUM"; a2:c2)
That doesn't work, and honestly I don't know what i should be looking for.
Additional stuff:
I'm trying to think of the answer myself, is it possible to mention the header text as condition for ifs? Like: if A2="/650 - Black" then proceed to sum the next header. Is this possible?
Possibility it would not involve VBA, a draggable formula would be preferable!
At this point, I may as well request a version which handles the complete header name rather than just a part of it as I believe it to be difficult for formula code alone.
Thanks for having a look!
Let me know if I need to elaborate.
EDIT: In regards to data samples, any positive number will do actually, damn shame stack overflow doesn't support table markdown. Anyway, for example then..:
+-------------+-------------+-------------+-------------+-------------+
| A | B | C | D | E |
+---+-------------+-------------+-------------+-------------+-------------+
| 1 |/650 - Black |/670 - White |/800 - White |/680 - Red |/650 - Black |
+---+-------------+-------------+-------------+-------------+-------------+
| 2 | 250 | 400 | 100 | 300 | 125 |
+---+-------------+-------------+-------------+-------------+-------------+
I should have clarified:
The number range for these headers would go from /100 - /9999 and no more than that.
EDIT:
Progress so far:
https://docs.google.com/spreadsheets/d/1GiJKFcPWzG5bDsNt93eG7WS_M5uuVk9cvkt2VGSbpxY/edit?usp=sharing
Formula:
=SUMPRODUCT((A2:D2*
(MID($A$1:$D$1,2,4)=IF(LEN($H$1)=4,$H$1&"",$H$1&" ")))+(A2:D2*
(MID($A$1:$D$1,2,4)=IF(LEN($I$1)=4,$I$1&"",$I$1&" ")))+(A2:D2*
(MID($A$1:$D$1,2,4)=IF(LEN($J$1)=4,$J$1&"",$J$1&" "))))
Apparently, each MID function is returning false with each F9 calculation.
EDIT EDIT:
Okay! I found my issue, it's the /being read when you ALSO mentioned that it wasn't required. Man, I should stop skimming!
Final Edit:
=SUMPRODUCT((RETURNSUM*
(MID(HEADER,2,4)=IF(LEN(Match5)=4,Match5&"",Match5&" ")))+(RETURNSUM*
(MID(HEADER,2,4)=IF(LEN(Match6)=4,Match6&"",Match6&" ")))+(RETURNSUM*
(MID(HEADER,2,4)=IF(LEN(Match7)=4,Match7&"",Match7&" ")))
The idea is that Header and RETURNSUM will become match criteria like the matches written above, that way it would be easier to punch new criterion into the search table. As of the moment, it doesn't support multiple rows/dragging.
I have knocked up a couple of formulas that will achieve what you are looking for. For ease I have made the search input require the number only as pressing / does not automatically type into the formula bar. I apologise for the length of the answer, I got a little carried away with the explanation.
I have set this up for 3 criteria located in J1, K1 and L1.
Here is the output I achieved:
Formula 1 - SUMPRODUCT():
=SUMPRODUCT((A4:G4*(MID($A$1:$G$1,2,4)=IF(LEN($J$1)=4,$J$1&"",$J$1&" ")))+(A4:G4*(MID($A$1:$G$1,2,4)=IF(LEN($K$1)=4,$K$1&"",$K$1&" ")))+(A4:G4*(MID($A$1:$G$1,2,4)=IF(LEN($L$1)=4,$L$1&"",$L$1&" "))))
Sumproduct(array1,[array2]) behaves as an array formula without needed to be entered as one. Array formulas break down ranges and calculate them cell by cell (in this example we are using single rows so the formula will assess columns seperately).
(A4:G4*(MID($A$1:$G$1,2,4)=IF(LEN($J$1)=4,$J$1&"",$J$1&" ")))
Essentially I have broken the Sumproduct() formula into 3 identical parts - 1 for each search condition. (A4:G4*: Now, as the formula behaves like an array, we will multiply each individual cell by either 1 or 0 and add the results together.
1 is produced when the next part of the formula is true and 0 for when it is false (default numeric values for TRUE/FALSE).
(MID($A$1:$G$1,2,4)=IF(LEN($J$1)=4,$J$1&"",$J$1&" "))
MID(text,start_num,num_chars) is being used here to assess the 4 digits after the "/" and see whether they match with the number in the 3 cells that we are searching from (in this case the first one: J1). Again, as SUMPRODUCT() works very much like an array formula, each cell in the range will be assessed individually.
I have then used the IF(logical_test,[value_if_true],[value_if_false]) to check the length of the number that I am searching. As we are searching for a 4 digit text string, if the number is 4 digits then add nothing ("") to force it to a text string and if it is not (as it will have to be 3 digits) add 1 space to the end (" ") again forcing it to become a text string.
The formula will then perform the calculation like so:
The MID() formula produces the array: {"650 ","670 ","800 ","680 ","977 ","9999","143 "}. This combined with the first search produces {TRUE,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE} which when multiplied by A4:G4
(remember 0 for false and 1 for true) produces this array: {250,0,0,0,0,0,0} essentially pulling the desired result ready to be summed together.
Formula 2: =SUM(IF(Array)): [This formula does not work for 3 digit numbers as they will exist within the 4 digit numbers! I have included it for educational purposes only]
=SUM(IF(ISNUMBER(SEARCH($J$1,$A$1:$G$1)),A8:G8),IF(ISNUMBER(SEARCH($K$1,$A$1:$G$1)),A8:G8),IF(ISNUMBER(SEARCH($L$1,$A$1:$G$1)),A8:G8))
The formula will need to be entered as an array (once copy and pasted while still in the formula bar hit CTRL+SHIFT+ENTER)
This formula works in a similar way, SUM() will add together the array values produced where IF(ISNUMBER(SEARCH() columns match the result column.
SEARCH() will return a number when it finds the exact characters in a cell which represents it's position in number of characters. By using ISNUMBER() I am avoiding having to do the whole MID() and IF(LEN()=4,""," ") I used in the previous formula as TRUE/FALSE will be produced when a match is found regardless of it's position or cell formatting.
As previously mentioned, this poses a problem as 999 can be found within 9999 etc.
The resulting array for the first part is: {250,FALSE,FALSE,FALSE,FALSE,FALSE,FALSE} (if you would like to see the array you can highlight that part of the formula and calculate with F9 but be sure to highlight the exact brackets for that part of the formula).
I hope I have explained this well, feel free to ask any questions about stuff that you don't understand. It is good to see people keen to learn and not just fishing for a fast answer. I would be more than happy to help and explain in more depth.
I start this solution with the names in an array, you can read the header names into an array with not too much difficulty.
Sub test()
Dim myArray(1 To 4) As String
myArray(1) = "/670 - White"
myArray(2) = "/650 - black"
myArray(3) = "/680 - Red"
myArray(4) = "/800 - Whitest"
For Each ArrayValue In myArray
'Find position of last character
endposition = InStr(1, ArrayValue, " - ", vbTextCompare)
'Grab the number section from the string, based on starting and ending positions
stringvalue = Mid(ArrayValue, 2, endposition - 2)
'Convert to number
NumberValue = CLng(stringvalue)
'Add to total
Total = Total + NumberValue
Next ArrayValue
'Print total
Debug.Print Total
End Sub
This will print the answer to the debug window.