EDIT: The document is set up like a series of dashboards. Some if the data linked to the many graphs is in pivot tables and some just regular tables. Because there are so many graphs, I use some user selection buttons and fields to change what data is shown in these graphs.
Some users open the file in office 2016.
All solutions I found were either limited to 365 or involved creating new data tables or columns which I was trying to avoid as it would mean a fair bit of rework. I instead just used a set of nested IFS and will eventually look at changing these particular pivots to regular tables with index lookups to enable the actual data to be in multiple columns.
I currently use a SUBTOTAL function to either sum, count or average a bunch of cells in a range. I was previously manually filtering the range so I was only totaling the rows I wanted, however the need has arisen to be able to look at several criteria at once.
i.e in the example below, I was previously manually filtering range to only include "Apple" but now I need to be able to total "Apple", "Orange", "Banana" separately, at the same time.
The subtotal fields are used in graphs and I have a cell (F5) that houses a number corresponding to either SUM, COUNT or Average (9, 2 or 1) to use in the subtotal formulas in the "Summary table" which is linked to other functionality within the workbook and I need to still be able to retain that functionality.
Example of how my sheet is setup:
Raw Data
Product Type
Sales QTY
Date
Apple
4
1/9/21
Orange
3
6/9/21
Banana
2
10/9/21
Apple
6
14/9/21
Orange
6
20/9/21
Apple
5
29/9/21
The Criteria I want to match is in Column 1 (Product Type) of the summary table.
Basically, I then want to be able to end up with the ability to display the data either as Totals:
$F$5 = 9
for each line: SUBTOTAL($F$5,SalesQTY)
Summary Table
Product Type
Result (Sales Per Month)
Apple
15
Orange
9
Banana
2
Or as Averages:
$F$5 = 1
for each line: SUBTOTAL($F$5,SalesQTY)
Product Type
Result (Average QTY per Sale)
Apple
5
Orange
4.5
Banana
2
Or as a Count:
$F$5 = 2
for each line: SUBTOTAL($F$5,SalesQTY)
Product Type
Result (# Sales Transactions)
Apple
2
Orange
2
Banana
1
Is there some way I can combine SUMIF and also SUBTOTAL but also be able to retain the ability to flick between average, sum and count?
Here is a formula to create a dynamic summary table in excel 365. If you have any earlier version of excel, the formula would be different and rows would have to be manually added or removed. I'm assuming your table is called Data_Table.
=LET(
Column_Product, Data_Table[Product Type],
Column_QTY, Data_Table[Estimated],
Column_Date, Data_Table[Date]
Column_Key, Column_Product,
Column_Filter1, Column_QTY,
Column_Filter2, Column_Date,
List_Filter1, UNIQUE(Column_Product),
List_Filter2, 1,
Categories, SORT(UNIQUE(Column_Key)),
Array_BoolKey, (TRANSPOSE(Column_Key)=Categories)+0,
Mask1, TRANSPOSE(ISNUMBER(XMATCH(Column_Filter1,List_Filter1))),
Mask2, TRANSPOSE(Column_Filter2>List_Filter2),
Array_BoolMasked, Array_BoolKey*Mask1*Mask2,
Masked_QTY, IFERROR(Array_BoolMasked*TRANSPOSE(Column_QTY),0),
Masked_Date, IFERROR(Array_BoolMasked*TRANSPOSE(Column_Date),0),
Array_Ones, SEQUENCE(COLUMNS(Array_BoolMasked),1,1,0),
Months, DATEDIF(MIN(Column_Date),MAX(Column_Date),"M"),
Body_Count, MMULT(Array_BoolMasked, Array_Ones),
Body_Sum_QTY, MMULT(Masked_FtModeled, Array_Ones),
Body_Average_PerSale, Body_Sum_QTY/Body_Count,
Body_Sum_QTY_PerMo, MMULT(Masked_FtModeled, Array_Ones)/Months,
Total_Count, IFERROR(SUM(Body_Count_Lines),"-"),
Total_QTY_PerMo, IFERROR(SUM(Body_Sum_QTY)/Months,"-"),
Total_Average_PerSale, IFERROR(SUM(Body_Sum_QTY)/Total_Count,"-"),
Array_Seq, {1,2,3,4,5},
Array_Header, CHOOSE(Array_Seq, "Product Type", "Sales Per Month", "Average QTY per Sale", "# Sales Transactions"),
Array_Body, CHOOSE(Array_Seq, Categories, Body_Sum_QTY_PerMo, Body_Average_PerSale, Body_Count),
Array_Total, CHOOSE(Array_Seq, "Total", Total_QTY_PerMo, Total_Average_PerSale, Total_Count),
Range1,Array_Header,
Range2,Array_Body,
Range3,Array_Total,
Rows1,ROWS(Range1), Rows2,ROWS(Range2), Rows3,ROWS(Range3), Cols1,COLUMNS(Range1),
RowIndex, SEQUENCE(Rows1 + Rows2 + Rows3), ColIndex,SEQUENCE(1, Cols1),
RangeTable,IF(
RowIndex<=Rows1,
INDEX(Range1,RowIndex,ColIndex),
IF(RowIndex<=Rows1+Rows2,
INDEX(Range2,RowIndex-Rows1,ColIndex),
INDEX(Range3,RowIndex-Rows1-Rows2,ColIndex)
)),
Return, RangeTable,
Return
)
I wrote this generically so you could add filters for only certain products, or minimum quantity, or a date range, or other criteria. Above, I set up the filter to pass everything.
Solution Used:
To avoid having to rework the many other tables in the sheet that rely on this field and also as some user open this file with older (non-365) versions of excel, I opted for a series of nested IF (CountIF, SumIF, AverageIF) statements instead.
I have two Google sheets tabs:
I.)
--A-- --B--
--1-- type lessThan10Apart
--2-- Car 1
--3-- Plane 0
II.)
--A-- --B-- --C--
--1-- type sourceA sourceB
--2-- Car 1 100
--3-- Plane 10 100
--4-- Car 2 4
My question is how to create the lessThan10Apart formula above. lessThan10Apart should match up the type from sheet I to sheet II and only count the rows that: Are less than 10 units between A and B. But you can also imagine wanting to do any kind of arithmetic between columns B and C and running a COUNT.
My first attempt is something along the lines of:
=COUNTIFS('sheetII'!A:A),$A2, //Match column A
ABS('sheetII'!C:C-'sheetII'!B:B)<10 //Doesn't work!
)
The problem is that you can't seem to be able to do range calculations like this in COUNTIFS.
For the count (per F4 in supplied image),
=SUMPRODUCT(--(ABS(B2:B4-C2:C4)<10))
For the validSum (sum of absolute difference between B & C; per G4 in supplied image),
=SUMPRODUCT(--(ABS(B2:B4-C2:C4)<10), ABS(B2:B4-C2:C4))
Do not use full column references. Minimize your referenced ranges.
Discard the Car text in E4 in the above image.
I have a report pulled from KRONOS daily and emailed to me which has 4 columns. The names are down the first column, employee ID, type of pay, hours to pay in that order. I just need to combine the hours so that there is one value per row and just one name. I tried using an easy pivot table but that failed for 2 reasons.
I couldn't figure out how to sum duration of hours in 00:00 format
(tried every single option in field settings) either got N/a or the count of instances.
Even if it worked, I would like to figure out how to exclude the 1.00 hour penalty from the type of pay column indicated by "LP CA Meal Penalty"
I tried to paste the actual tables here but it wouldnt let me so below is my best attempt to replicate issue for one employee.
Curt, Cathy 90066408 LP CA Meal Penalty 1.00
Curt, Cathy 90066408 LP Overtime 1.77
Curt, Cathy 90066408 LP Regular 8.00
Result desired:
Curt, Cathy 90066408 = 9.77
Do Not want: Curt, Cathy 90066408 = 10.77
Assuming your data is in Column A:D and result needs to be displayed from Column G,
To get all the unique Names from Column A enter the following formula in Cell G2
=IFERROR(INDEX($A$2:$A$9,MATCH(0,INDEX(COUNTIF($G$1:G1,$A$2:$A$9),0,0),0)),"")
Drag/Copy down as required. Change range $A$2:$A$9 as per data in Column A.
Now, to get corresponding Employee ID, enter the following formula in Cell H2
=VLOOKUP(G2,A2:D9,2)
or
=INDEX($B$2:$B$9,MATCH(G2,$A$2:$A$9,0))
Finally, to get Total Hours, enter the below formula in Cell I2
=SUMIFS($D$2:$D$9,$A$2:$A$9,G2,$C$2:$C$9,"<>LP CA Meal Penalty")
or
=SUMPRODUCT(($D$2:$D$9)*($A$2:$A$9=G2)*($C$2:$C$9<>"LP CA Meal Penalty"))
See image for reference.
EDIT :
=SUMIFS($D$2:$D$9,$A$2:$A$9,G2,$C$2:$C$9,"<>LP CA Meal Penalty",$C$2:$C$9,"<>LP CA Rest Break Penalty")
or
=SUMPRODUCT(($D$2:$D$9)*($A$2:$A$9=G2)*($C$2:$C$9<>"LP CA Meal Penalty")*($C$2:$C$9<>"LP CA Rest Break Penalty"))
Seems like all you need to do is filter by your third column and exclude in the filter the "LP CA Meal Penalty".
Attached are examples of my result and my filter selection on my pivot table.
Result gotten
Filter excluding the unwanted work hour type from the sum
Let me know if this works for you.
You can use SUMIFS as the example I show you above and the formula to use is:
=SUMIFS($D$2:$D$9,$A$2:$A$9,F2,$C$2:$C$9,"<>"&"LP CA Meal Penalty")
This will exclude LP CA Meal Penalty from the computation.
Also, for the time format, the requirement is not so clear but this is hh:mm what I understand that you want. The formula you can use is:
=TEXT(H2/24,"hh:mm")
Please tweak the range that fits your data structure and let me know if this is what you are asking for.
I have a spreadsheet structured like
2005 Alameda total HS graduates 1234
2005 Alameda UC enrollees 112
2006 Alameda total HS graduates 892
2006 Alameda UC enrollees 84
...
2009 Yolo total HS graduates 1300
2009 Yolo UC enrollees 93
and so on for every CA county for several years.
I want to generate a spreadsheet like this:
county 2005 2006 ...
Alameda 11.1% 9%
Alpine 7% 8%
...
Yolo 5.5% 4%
i.e. I want to project the years from rows to columns and have a row for each county, then divide the number of graduates (the data from each odd-numbered row in the original sheet) by the number of UC enrollees (even-row data) for each year, and insert it in the appropriate cell.
This would be easy enough for me to do in Java, but I want to get a feel for what's possible just using excel/Google sheets alone - how might I go about accomplishing this?
Assuming the counties are sorted, and they start in cell B2, enter =B2 in cell F2, and enter the following in F3:
=INDIRECT("B"&COUNTIF(B3:B$9999,"<="&F2)+ROW())
You can change 9999 based on the number of records, but it's fine as-is.
Copy F3 down as many rows as are needed:
You can then calculate percentages using SUMPRODUCT:
=IFERROR(
SUMPRODUCT(($A$2:$A$100=G$1)*
($B$2:$B$100=$F2)*
($C$2:$C$100="UC enrollees")*
$D$2:$D$100
)
/
SUMPRODUCT(($A$2:$A$100=G$1)*
($B$2:$B$100=$F2)*
($C$2:$C$100="total HS graduates")*
$D$2:$D$100
),
"")
The first SUMPRODUCT totals UC enrollees that match the year and county. The second SUMPRODUCT does the same for HS graduates. The results are divided, and IFERROR handles divide-by-zero errors for missing data.
Since your example shows percentages, I assume you want to divide UC enrollees by HS graduates, and not the other way around. Either way, I don't get the same totals as you, so let me know if I misunderstood.
Here is the pivot table way of doing it for comparison.
They are many ways of doing this but I've added column headers and chosen to use this formula to put percentages in even rows of column E and zeroes in odd rows in sheet 1:-
=IF(ISEVEN(ROW()),D3/D2*100,0)
Then I've inserted a pivot table in sheet 2 referring to my data in sheet 1 and set up the fields as shown and it's pretty automatic:-
I'd like to accomplish the following task. There are three columns of data. Column A represents price, where the sum needs to be kept under $100,000. Column B represents a value. Column C represents a name tied to columns A & B.
Out of >100 rows of data, I need to find the highest 8 values in column B while keeping the sum of the prices in column A under $100,000. And then return the 8 names from column C.
Can this be accomplished?
EDIT:
I attempted the Solver solution w/ no luck. 200 rows looks to be the max w/ Solver, and that is what I'm using now. Here are the steps I've taken:
Create a column called rank RANK(B2,$B$2:$B$200) (used column D -- what is the purpose of this?)
Create a column called flag just put in zeroes (used column E)
Create 3 total cells total_price (=SUM(A2:A200)), total_value (=SUM(B2:B200)) and total_flag (=(E2:E200))
Use solver to minimize total_value (shouldn't this be maximize??)
Add constraints -Total_price<=100000 -Total_flag=8 -Flag cells are binary
Using Simplex LP, it simply changes the flags for the first 8 values. However, the total price for the first 8 values is >$100,000 ($140k). I've tried changing some options in the Solver Parameters as well as using different solving methods to no avail. I'd like to post an image of the parameter settings, but don't have enough "reputation".
EDIT #2:
The first 5 rows looks like this, price goes down to ~$6k at the bottom of the table.
Price Value Name Rank Flag
$22,538 42.81905675 Blow, Joe 1 0
$22,427 37.36240932 Doe, Jane 2 0
$17,158 34.12127693 Hall, Cliff 3 0
$16,625 33.97654031 Povich, John 4 0
$15,631 33.58212402 Cow, Holy 5 0
I'll give you the solver solution as a starting point. It involves the creation of some extra columns and total cells. Note solver is limited in the amount of cells it can handle but will work with 100 anyway.
Create a column called rank RANK(B2,$B$2:$B$100)
Create a column called flag just put in zeroes
Create 3 total cells total_price, total_value and total_flag
Use solver to minimize total_value
Add constraints
-Total_price<=100000
-Total_flag=8
-Flag cells are binary
This will flag the rows you want and you can grab the names however you want.