Glad to be joining the forum.
My question deals with attempting to return the FIRST value that occurs over several columns of data, using a pivot table that is filtered within a narrow time range. My current pivot table works by counting values in each column over the time rows. However I'm really only interested in the FIRST value that I come across for each person. So the raw looks something like this:
Person|TimeValue|Variable1|Variable2
1 | 1 | 1 | 0
1 | 2 | 1 | 0
2 | 1 | 1 | 0
2 | 2 | 0 | 1
What I currently get for a pivot using a range of time1 to time 2 is
1 | |2 | 0
2 | |1 | 1
Clearly, the time range I select includes MULTIPLE values in the same column, leading to counts of >1. What I'm thinking is that there is a way to use the same time sorting, but count only the FIRST time a value occurs in that variable, so that the pivot reports only the first time a value occurs within the range for the variables of interest.
Is there a simple way, or am I going to have to do this in VBA?
Much appreciated for any and all help. This is my first more complicated attempt with the newer pivots.
This is probably not the problem you would want to solve using a pivot table. You could just use the VLOOKUP Excel function to solve this issue in a simple way. VLOOKUP will always return the first value in the lookup range that matches the lookup value.
Related
I've been struggling between the SUMPRODUCT and COUNTIFS formulas as there are a lot of specific dependencies in my data. Wondering if anyone can shed a bit more light on this issue.
Have tried SUMPRODUCT and COUNTIFS which give me calculations based on 1 set, but I need to include additional if/or statements.
I have the following:
| ID | Size | Dead/Alive | Duration | Days | Pass/Fil | Reason |
|----|---------|------------|-----------|------|----------|----------|
| 1 | Full | Dead | Permanent | 125 | Pass | Comments |
| 2 | Partial | Alive | Permanent | 500 | Pass | |
| 3 | Other | Dead | Temporary | 180 | Fail | Comments |
| 4 | No | Dead | Temporary | 225 | Fail | Comments |
| 5 | Yes | Alive | Permanent | 200 | Pass | |
with the following rules:
Only Count the ID/ROW if:
1) Values in column A = Full, Partial or Other
OR...
2) Values in column A = No AND values in column B = Dead
OR...
3) If values in column C = Permanent AND values in column D = >=100 or <=200
OR
4) If values in column C = Temporary AND values in column E = Pass, Fail AND column F=not blank
By my calculations, the total should be 5, but this is just a small sampling of my total data. Just not sure how to get that in Excel with either Sumproduct, Countifs or even someone suggested a Lookup function, although Ive never used that one.
Given that you have so many different conditions, I have to break it down one by one and create a few helper columns to account for each condition.
In my solution I created 10 helper columns as shown below, and I have added some sample data (ID 6 to 29) to test the solution.
I also named 7 conditions in my solution:
Cond_1 Values in column A = Full, Partial or Other
Cond_2 Values in column A = No AND values in column B = Dead
Cond_3A Values in column C = Permanent
Cond_3B Values in column D >=100
Cond_3C Values in column D <=200
Cond_3A, Cond_3B and Cond_3C must be TRUE at the same time
Cond_4 Values in column C = Temporary AND values in column E = Pass
Cond_5A Values in column C = Temporary AND values in column E = Fail
Cond_5B Column F is not blank (I did not give a name to this condition)
Cond_5A and Cond_5B must be TRUE at the same time
Please note my Cond_4, Cond_5A and Cond_5B are all related to your original condition 4), which reads a bit odd, and I am not 100% sure if my interpretation of the condition is correct. If not please re-state your last condition and I can amend my answer accordingly.
As shown in my screen-shot, the formulas in I2 to Q2 are listed in Column U. I only used MAX, AND, SUM, =, &, and/or <> to interpret each condition. Please note some of the formulas are Array Formula so you need to press Ctrl+Shift+Enter to make it work.
The To Count column is simply asking whether the SUM of the previous 9 columns is greater than 1, which means at least one of the conditions is met. If so returns 1 otherwise 0.
Then you just need to work out the total of To Count column. In my example it is 22. I have highlighted the entries that did not meet any of the given condition.
You can use only one helper column to capture all conditions in one formula, but I would not recommend it as it would be too long to be easily understood and modified in future.
{=--(SUM(MAX(--(A2=Cond_1)),MAX(--(A2&B2=Cond_2)),--(SUM(--(C2=Cond_3A),--(AND(D2>=Cond_3B,D2<=Cond_3C)))=2),MAX(--((C2&E2)=Cond_4)),--(SUM(MAX(--((C2&E2)=Cond_5)),--(F2<>""))=2))>0)}
Ps. I would also wonder if there is a formula-based solution without using any helper column...? :)
I need to answer the question of how many parts were successful by counting the distinct Part Labels where PartName matches, and the sum of LabelFailures = 0.
PartName | PartLabel | LabelFailure
---------+-----------+-------------
a | 1 | 1
a | 1 | 0
a | 2 | 0
a | 2 | 0
b | 1 | 0
Desired Results:
PartName | PartsLabelSucceeded
---------+--------------------
a | 1
b | 1
This question might be similar to these two, but I'm having a hard time holding the individual components in my head to apply the answers to this particular situation. I've been trying to use COUNTIFS, but haven't found a way to fit both criteria in correctly.
Excel Count Unique Values on Multiple Criteria
Excel Count Distinct Values with Multiple Criteria
Use a helper column.
In D2 put:
=(COUNTIFS($A$1:A2,A2,$B$1:B2,B2)=1)*(COUNTIFS(A:A,A2,B:B,B2,C:C,1)=0)
Then insert a pivot table with PartName as the Rows And Count in the Values.
OR List the PartName manually and use SUMIFS:
=SUMIFS(D:D,A:A,G2)
This can also be done with a formula, without the helper if one wants to list the partNames:
=SUMPRODUCT((($A$2:$A$6=F2)*(COUNTIFS(A:A,$A$2:$A$6,B:B,$B$2:$B$6,C:C,1)=0)/(COUNTIFS(A:A,$A$2:$A$6,B:B,$B$2:$B$6)+($A$2:$A$6<>F2)+(COUNTIFS(A:A,$A$2:$A$6,B:B,$B$2:$B$6,C:C,1)>0))))
I have this formula in a calculated column that is working great:
=IFERROR(INDEX(Allocation_of_Funds[[#Headers],[End.Nursing]:[Unassigned14]],MATCH(TRUE,INDEX(Allocation_of_Funds[#[End.Nursing]:[Unassigned14]]>0,0),0)),"")
But this formula is giving me trouble and represents what I want in the next calculated column, (based on the value in the previous column above) but it returns a #REF! error:
=INDEX(INDIRECT("Allocation_of_Funds[[#Headers]"&"["&[#[SOURCE 1]]&"]"):[#Unassigned14],MATCH(TRUE,INDIRECT("Allocation_of_Funds[[#Headers]"&"["&[#[SOURCE 1]]&"]"):[#Unassigned14]>0,0),0)
The details of the tables setup is as follows, in case it's helpful:
I have a table with a range of columns and each column represents a different type of account. For each row, any combination of these columns could contain values or blanks, so I've got another set of columns that I want to identify the table column headers for the non-blank columns for each record.
SOURCE1 | SOURCE2 | SOURCE3 | ACCT1 | ACCT2 | ACCT3 | ACCT4 | ACCT5
ACCT1 | ACCT2 | ACCT4 | 500 | 300 | | 100 |
ACCT2 | ACCT3 | | | 200 | 100 | |
ACCT3 | | | | | 500 | |
| | | | | | |
ACCT3 | ACCT4 | ACCT5 | | | 200 | 300 | 50
ACCT1 | ACCT3 | ACCT4 | 123 | | 332 | 100 |
So I need the SOURCE2 column to use the value in the SOURCE1 column to identify the start of the range where I am looking for the next cell with a value, whereby the column header above that value will be returned for the SOURCE2 row value. The same formula will apply to the SOURCE3 column, using the value of the SOURCE2 column to identify the start of the next range.
Thank in advance for picking your brain!
-Lindsay
I used the following formula to pull the headers and place them under the source numbers:
=IFERROR(INDEX($D$1:$H$1,AGGREGATE(15,6,COLUMN($D2:$H2)/ISNUMBER($D2:$H2)-COLUMN($D$1)+1,RIGHT(A$1,1)*1)),"")
I assumed your table's top left corner was in A1 with 1 being the header row and A-C being your source columns and D to H being account columns. The above formula can be placed in cell A2 and copied to the right and down as need be.
You seem to have a grasp of the IFERROR and INDEX function so I will explain the AGGREGATE function:
=AGGREGATE(15,6,COLUMN($D2:$H2)/ISNUMBER($D2:$H2)-COLUMN($D$1)+1,RIGHT(A$1,1)*1)
The AGGREGATE function is a mixture of a bunch of different functions rolled into with the ability to ignore some calculations. Another added feature is that some of the built in functions perform array calculations without the need for arrays.
In this particular case I chose aggregate function 15 which is the same as the SMALL function. I have also told aggregate to ignore calculations which generate errors by using the "6". For the array calculation I have asked it to divide the column number it is working with by the True or False result of that column being a number:
COLUMN($D2:$H2)/ISNUMBER($D2:$H2)-COLUMN($D$1)+1
True in excel math is the same as 1 and False is the same as 0. Anytime the cell is not a number it will try to divide by zero, generate an error, and be ignored by Aggregate function. This basically generates a list of column numbers that meet the criteria of having a number in their column. The subtraction of the D1 followed by a +1 is to convert the column number that is determined, to a relative column under your accounts headers.
The next part of the aggregate function is telling the SMALL operation which number in sorted order needs to be returned. I used the last character in your source header to determine which column number to return. For SOURCE1 the last character is 1 so I want the smallest column number returned. For SOURCE2, the second smallest number is returned. The *1 at the end converts the character to a number instead of 1 as text.
RIGHT(A$1,1)*1
Ergo, if you want to use up to 9 sources you can. You can do more sources as well but you would need to revise this formula or come up with a different way of providing which number of the small list you want returned. And you can expand the D2:H2 reference to be all your accounts, and adjust the D1:H1 reference to cover all your account headers.
Proof of Concept
I have two columns of data in Excel, one containing dates and the other values 1 or 2 which represent a specific status (like an enum).
Here is an example data set:
2014/07/04 | 1
2014/07/04 | 1
2014/07/04 | 2
2014/07/04 | 1
2014/07/05 | 2
2014/07/06 | 1
2014/07/06 | 1
2014/07/06 | 2
I need to get a graph of the percentages of the number 1 over days; in the above example
July 4th: 75%
July 5th: 100%
July 6th: 66%.
I've tried pivot tables and charts with no luck because I can't write my own function for values (COUNTIF for ones divided by COUNT), only use the predefined ones which aren't of any use.
Does anyone know how I would go about doing this?
You could do this with a pivot chart.
I made up my own data so it doesn't quite match but it is the same idea.
For the pivot table fields I used
Legend Fields:Compare
Axis Fields:Date
Values: Count of compare
For values under Value field settings goto show value as and change this to % of column total and summarize value by Count.
If you only want to see number one just put a filter on the column labels.
I'm trying to generate a table that shows a count of how many items are in any given status on any given day. My result table has a set of Dates down column A and column headers are various statuses. A sample of my data table with headers looks like this:
Product | Notice | Assigned | Complete | In Office | In Accounting
1 | 5/5/13 | 5/7/13 | 5/9/13 | 5/10/13 | 5/11/13
2 | 5/5/13 | 5/6/13 | 5/8/13 | 5/9/13 | 5/10/13
3 | 5/6/13 | 5/9/13 | 5/10/13 | 5/10/13 | 5/10/13
4 | 5/4/13 | 5/5/13 | 5/7/13 | 5/8/13 | 5/9/13
5 | 5/7/13 | 5/8/13 | 5/10/13 | 5/11/13 | 5/11/13
If my output table were to contain a set of dates in the first column with the statuses as headers, I need a count of how many rows were at the given status and had not yet transitioned to the next status so that in the Notice column, I'd have a count of rows where the Notice Date was <= X AND where the Assigned, Complete, In Office, In Accounting are all greater than X.
I've used a Sum(if(frequency(if statement to get me REALLY close but I feel like I need to have an AND statement within the second IF like this =SUM(IF(FREQUENCY(IF(AND
Here's what I have that won't work:
=SUM(IF(FREQUENCY(IF(AND(Table1[Assigned]<=A279,Table1[[Complete]:[In Accounting]]<=A279),ROW(Table1[[Complete]:[In Accounting]])),ROW(Table1[[Complete]:[In Accounting]]))>0,1))
If I take the "AND" portion out, this works fine except I need it to ONLY count rows where the given status actually has a date so if an "Assigned" date is empty, I don't want that row to be counted for the Assigned column.
Here's an example of what I'd expect to see in the results. I've listed the count in the each column as well as the corresponding product numbers in parenthesis. The corresponding product numbers are for reference only and won't actually be in the result table.
Date | Notice | Assigned | Complete
5/6 | 2 (1,3) | 2 (2,4) | 0
5/7 | 2 (3,5) | 2 (1,2) | 1 (4)
5/8 | 1 (3) | 2 (1,5) | 1 (2)
OK, assuming you have the original data in A1:F6 then with 2nd table headers in B9:D9 and row labels in A10:A12 then you can use this "array formula" in B10
=SUM((B$2:B$6<=$A10)*(MMULT((C$2:$F$6>$A10)+(C$2:$F$6=""),TRANSPOSE(COLUMN(C$2:$F$6)^0))=COLUMNS(C$2:$F$6)))
confirmed with CTRL+SHIFT+ENTER and copied down and across (see screenshot below)
As you can see the results are as per your requirement. If you replace dates with blanks it will still work
MMULTis a way to get a single value from each row even when you are looking at multiple columns.
I used cell references because I think that's easier, especially when copying the formula across and having a reducing range.......but you can use structured references if you want
Have you tried using COUNTIFS to count based on multiple criteria. It is fairly well documented here: http://office.microsoft.com/en-us/excel-help/countifs-function-HA010047494.aspx (2007+ only)
Basically, you use it like
=COUNTIFS(first_range_to_check, value_you_want_in_first_range, ...)
where the ... represents as many pairs as you want (up to 127 total pairs), note the conditions are AND connection so if you have two pairs, the first pair AND the second pair must return true for that row to count.