Can't get sumifs to work with a nested function - excel

I have a set of data with one column having product IDs, and another column having the values.
I'm looking to take a sum of the column values, IF the IDs have a 7 or 9 as their 3rd character. I have a formula that I believe is very close, but not there yet:
=SUMIFS(E3:E821,A3:A821,MID(this,3,1)="7",A3:A821,MID(this,3,1)="9")
My problem is that I'm using the mid function in the criterias, but I don't know how to give it a variable to reference the current cell being evaluated. If I were programming in JavaScript, I'd use "this" to reference the current object, but that doesn't work in Excel. All of the examples I've been able to find have very simple criteria where you don't reference the cell itself in the comparison, which leaves me at a loss.

Create a helper column C:
=OR(MID(A2,3,1)="7",MID(A2,3,1)="9")
SumIfs function is then:
=SUMIFS(B:B,C:C,TRUE)

Another alternative, without helper column, that I've not optimized. It is an array function (so press CTRL SHIFT ENTER after typing formula:
=SUMPRODUCT(IF(MID(A:A,3,1)="7",1,0),B:B)+SUMPRODUCT(IF(MID(A:A,3,1)="9",1,0),B:B)

Even more simple:
=SUMPRODUCT((MID(A:A,3,1)="7")+(MID(A:A,3,1)="9"),B:B)
No CTRL+SHIFT+ENTER and no helper column. Just one formula for what you want.
More information for this available here.

Related

EXCEL: How can I check for a keyword in a string, compare it to a range and return the corresponding value in that range?

I need to categorize data: I have a column with the description of the element I'm interested in. I want to check that description for a keyword, then check if that keyword is contained in for example column A of a separate table. If a match is found, I need returned the value in the next column (in this example column B) of the same separate table.
The attached screenshot shows how the data is organized. The column called Column1 is the output I need.
I have actually found a solution, but it involves lots of nesting, I need to force the categories and keywords in the formula and I can't add all the conditions I need; this is the current formula:
=IFERROR(IF(SEARCH("keyword";cellWithDescription);"category";);"OTHER")
And for more categories I repeat the formula instead of "OTHER":
=IFERROR(IF(SEARCH("keyword";cellWithDescription);"category";);IFERROR(IF(SEARCH("keyword2";cellWithDescription2);"category2";);"OTHER"))
which is not ideal, especially with many categories. How can I accomplish the same task with a simpler and more efficient formula, possibly comparing the keyword to values in a table (and not inside the formula itself, as I did now)?
Thanks in advance for your help!
This works for me
=INDEX(category,MATCH(1,--ISNUMBER(SEARCH(keyword,cellWithDescription)),0),1)
enter as array formula, thus ctrl+shift+enter after copying the formula (curly brackets will appear around the formula)

Excel formula - Get first occurrence of partial string in rows above cell

I have a table of fruits in Excel 2013.
I'd like to fill the "Category" column by searching from the current row to the top until the first occurrence of "::", which is the keyword for a category in the table.
If there was some way to reverse a range, I could do something like "=Match("::*"; $A6:$A$2)" to find the row. However, this is not possible.
Does anyone know how this might be accomplished using formulas?
Using your provided sample data, and assuming your data is already organized as shown in your sample, you can take advantage of that organization and use this formula in cell C2 and copy down:
=IF(LEFT(A2,2)="::","",IF(LEFT(A1,2)="::",MID(A1,4,LEN(A1)),C1))
Assuming your table is in A1, put this in C3:
=INDEX(A:A, AGGREGATE (14,6,ROW($A$1:A2)/(LEFT($A$1:A2,2)="::"),1))
And copy down.
Here's a kinda different approach. I'm just basically responding to this part of your post to prove this is possible:
If there was some way to reverse a range, I could do something like "=Match("::*"; $A6:$A$2)" to find the row. However, this is not possible.
Reversing a range is possible, it's just tricky.
As you pointed out: $A6:$A$2 won't work since this is equivalent to $A$2:$A6.
However, without getting into the nitty-gritty details, this array formula will reverse this range:
= INDEX($A$2:$A6,N(IF({1},MAX(ROW($A$2:$A6))-ROW($A$2:$A6)+1)))
Note this is an array formula, so you must press Ctrl+Shift+Enter instead of just Enter after typing this formula into a cell.
You could use this in combination with your MATCH formula to get the desired result (which tells you how many rows up the :: row is):
= MATCH("::*",INDEX($A$2:$A6,N(IF({1},MAX(ROW($A$2:$A6))-ROW($A$2:$A6)+1))),0)
(Also haha this is kinda cool: Usually you see MATCH used within INDEX to effectively get a VLOOKUP type of functionality. This is the first time I have ever seen it the opposite way of having INDEX within MATCH.)
Note that I'm not saying this is necessarily the best approach for this specific problem, just proving a point that arrays can be reversed.

COUNTIFS with unique values Excel

I am trying to produce a count of the number of times different strings come up in an Excel table. An example table, currently in SHEET1, would be this:
I have another table in another spreadsheet where I want to indicate, for each letter on the left in Table 1, how many entries for "za", "zc" or "zd" come up on the right. However, I would only like to only consider one entry of each.
The end result, on row B of SHEET2, would have to be something like this:
At the moment I am using a combination of SUM and COUNTIFS to do the job.
More specifically, applied to the example, I am using the following formula:
=SUM(COUNTIFS(Sheet1!A1:A18,Sheet2!$A1,Sheet1!B1:B18,{"za","zc","zd"}))
The formula is doing some of what is intended. However, it is not counting each entry just one time. Instead, its is counting, for each letter on the left, every entry of "za","zc" or "zd". The table that the formula is returning is as follows:
How can I change the formula so that it does what I intend?
Thank you.
My initial thought would be:
=SUM(MIN (1,COUNTIFS(Sheet1!A1:A18,Sheet2!$A1,Sheet1!B1:B18,{"za","zc","zd"}))
but I’m not where I can test if the MIN will apply properly to the COUNTIFS array of results. ;-)
EDITED: The MIN function is taking minimum of 1 or all of the items in the COUNTIFS array, rather than minimum of 1 and each item in the COUNTIFS array, which is what I was afraid of. Using
=MIN(COUNTIFS(Sheet1!A$1:A$18,Sheet2!$A1,Sheet1!B$1:B$18,"za"),1)+MIN(COUNTIFS(Sheet1!A$1:A$18,Sheet2!$A1,Sheet1!B$1:B$18,"zc"),1)+MIN(COUNTIFS(Sheet1!A$1:A$18,Sheet2!$A1,Sheet1!B$1:B$18,"zd"),1)
will gain the desired results. It is a little clunky, but simpler than an array formula. If you want an array formula, you can use:
=SUM(FREQUENCY(IFERROR(MATCH({"za","zc","zd"},(IF(Sheet1!$A$1:$A$18=$A5,Sheet1!$B$1:$B$18)),0),""),IFERROR(MATCH({"za","zc","zd"},(IF(Sheet1!$A$1:$A$18=$A5,Sheet1!$B$1:$B$18)),0),"")))
This uses the FREQUENCY function to take a set of values and see how many items in another set of values fall within each of the data ranges. Since you need text instead of numbers, we use the MATCH function to find out the first time the value occurs in your list, returning "" with the IFERROR function if it doesn't. (We only need the first occurrence since you don't want to know how many occurrences there are). Since it is text, we use the same input for both arguments for FREQUENCY.
Therefore, if you need to change the values you are looking for or the ranges in which you are searching, make sure to change both! Alternately, you could list the values out somewhere, say in F1:F3, and make a named range for this, another one for A1:A18, and another for B1:B18. Your formula would then look something like this:
=SUM(FREQUENCY(IFERROR(MATCH(SearchValues,(IF(colA=$A2,colB)),0),""),IFERROR(MATCH(SearchValues,(IF(colA=$A2,colB)),0),"")))
Then you need only change your named range definitions and your formulas would update. :-)
NOTE: Since this is an array formula, you must close out of the cell by pressing CTRL+SHIFT+ENTER rather than only ENTER. When you look at the formula bar, you should see
{=SUM(FREQUENCY(IFERROR(MATCH(SearchValues,(IF(colA=$A2,colB)),0),""),IFERROR(MATCH(SearchValues,(IF(colA=$A2,colB)),0),"")))}
It does NOT work to enter the curly braces yourself. ;-)
You can use this formula at B1 and fill down:
B1:
=SUMPRODUCT(((Sheet1!$A$1:$A$18=A1)*(Sheet1!$B$1:$B$18= {"za","zc","zd"}))/
COUNTIFS(Sheet1!$A$1:$A$18,Sheet1!$A$1:$A$18,Sheet1!$B$1:$B$18,Sheet1!$B$1:$B$18))

How to Use Cell Text From Cell Being Checked by COUNTIF in Excel

What I'm wanting to do is have a formula in one cell that counts the values in a range that conform to a lookup of that range cell's value compared to another cell.
OMG, now that I look at it, that is totally confusing. Let me try to clarify a lot here.
Say we have Cell1, which will hold the counting formula. I have a list of values in a two-column table, Table1. The range, Range1 that Cell1 will be counting from is a range of cells that have List Validation in them. Table1 holds references to all values that can result from those Lists, in column 1. I have another cell, Cell2, which holds a number value. Column 2 of Table1 holds values that reference Cell2. I need to count the number of values from Range1 whose row matches in Table12 match the value in Cell2. Is there a way I can do this with COUNTIF without referencing each cell individually? Is there some shorthand (like Range.currentValue) that I can use to get the value of the cell currently being checked? The range is 11 rows long, and I need to do a second range that has 12 rows counted.
Man, I really don't know how to clarify that any more... I'll post this for now, in case anyone can understand what I'm saying and knows the answer, while I work on a sample spreadsheet I can upload.
I did my best to visually represent what I'm trying to accomplish:
http://gyazo.com/b83295baf3b156683a5c39b40c806504
Extended explanation: http://gyazo.com/4048802050e3dcfca7aee238acc2f7dd
Use a helper column, say, between the brown and the first blue or at the right of the setup. Use a vlookup like
=vlookup(brownvalue,BluetableRange,2,false)
Then do a countif on the helper column
=countif(HelperColumn,"<="&GreenCellAddress)
You can hide the column with the helper if it upsets your spreadsheet design.
You can (and probably should) use a helper column as Teylyn suggests. But, for when that may be inconvenient, you can also use an array formula:
=SUM(COUNTIFS(listlookupcolumn,rangeoflists,numbervaluecolumn,"<="&numbertomatch))
To enter it as an array formula, type "ctrl-shift-enter" after editing the formula, rather than just "enter"
Rough explanation: since rangeoflists is in a place where a single value is expected, the countifs is calculated once for each value, and the array of results is passed to sum. Use the "evaluate formula" feature to see the intermediate result array.
Afterthought: It occurs to me now that this does rely on listlookupcolumn containing unique values. (Almost certainly true in this example.) You can modify the formula a bit to get around this:
=SUM(SIGN(COUNTIFS(listlookupcolumn,rangeoflists,numbervaluecolumn,"<="&numbertomatch)))
The SIGN function will keep you from double counting.
Again, you must use "ctrl-shift-enter" for this to work. (Yes, as I'm sure others are ready to point out, you can also use the sumproduct hack in this instance.)

How do I sum multiple "IF" statements without "Sumifs"

I have to put together a weekly reporting system in Excel. I need to report on the month to dale sales results and the completed week (Fri-Thu). This is collected from multiple sales agents in sales documents stored in Sharepoint.
For this, I've used "SUMIFS" to collect the data, the following way:
=SUMIFS('SHAREPOINTREF/FILE.xlsm'!SalesResults[One off],'SHAREPOINTREF/FILE.xlsm'!SalesResults[Date],">="&B7,'SHAREPOINTREF/FILE.xlsm'!SalesResults[Date],"<="&C7)
(B7 is a cell reference which determines the start date of the week, with C7 being the end of the week)
The trouble with SUMIFS, as well as SUMIF, COUNTBLANK, COUNTIF and COUNTIFS, is that they don't work when the sourcing document is closed. Microsoft has a workaround here: https://support.microsoft.com/kb/260415?wa=wsignin1.0
I can't seem to figure out how to adapt the workaround methodology recommended to apply not just to a simple IF statement, but to multiples. I assume I would need to use an "AND" statement, but I keep getting errors when I'm trying.
I have about half a dozen different calculations to make, but I am pretty confident if I can solve this one, the others should start to gel a bit better.
Try this:
=SUM(IF('SHAREPOINTREF/FILE.xlsm'!SalesResults[Date]>=B7,IF('SHAREPOINTREF/FILE.xlsm'!SalesResults[Date]<=C7,'SHAREPOINTREF/FILE.xlsm'!SalesResults[One off])))
Entered using Ctrl+Shift+Enter.
Non-Array formula equivalent:
=SUMPRODUCT(--('SHAREPOINTREF/FILE.xlsm'!SalesResults[Date]>=B7),--('SHAREPOINTREF/FILE.xlsm'!SalesResults[Date]<=C7),'SHAREPOINTREF/FILE.xlsm'!SalesResults[One off])
But both seems to return #REF! when source WB is closed even though the link provided in the question claims otherwise.
Edit1:
After more digging, above will work but you need to use a Normal Range and not a Table Range.
The only problem is, you loose the advantage of Table's Dynamic Data Range.
So something like this will work even if the source is closed:
=SUMPRODUCT(--('SHAREPOINTREF/[FILE.xlsm]Sheet1'!$A$2:$A$11>=B7),--('SHAREPOINTREF/[FILE.xlsm]Sheet1'!$A$2:$A$11<=C7),'SHAREPOINTREF/[FILE.xlsm]Sheet1'!$B$2:$B$11)
The recommended solution is to use array formulas. Those are a special type of formula that, when typed, must be activated by pressing Ctrl + Shift + Enter in the formula bar. Such a function works by applying a function that would normally accept a single cell (such as IF() ) to a range. You will need to wrap the result in an aggregating formula such as SUM() or COUNT(). Here's an example:
=SUM(IF($A$1:$A$10="Apple", $B$1:$B$10, 0))
This formula would check each cell from A1 to A10 and compare it to "Apple", if it is true it will return the corresponding row from $B$1:$B$10. The result would be an array of values of column B where column A is "Apples" with zeros where it is not. The surrounding SUM() aggregates the array and gives the equivalent of SUMIF().
As I mentioned, you would need to enter Ctrl + Shift + Enter after typing the formula for it to work as an array formula. Otherwise, it will work as a regular formula.

Resources