Dynamically format a cell - excel

I am creating an Excel Dashboard that returns Dollar Amounts in a specific cell based on a few List Selections.
What I need to do now is have the Cell dynamically format the Dollar Amount.
For example, if it returns $3,152,234.25 I want it to display $3.2M, but if it returns $756,253.67 then I want it to display $756K and so on.
Any ideas?

You could use the following custom formatting:
[>1000000]0.0,,\M;0.0,k
Result:

You can certainly get one or the other with custom formats like this:
$0,"K";-$0,"K"
$0.00,,"M";-$0.00,,"M"
$0.00,,,"B";-$0.00,,,"B"
However, to have the conditions check for K/M/B, you would probably need a macro to dynamically set your formatting based on the values in the cells

This isn't a particularly elegant solution, but you could use a formula like this:
=IF(A1/1000000>1,TEXT(A1/1000000,"$0.0")&"M",TEXT(A1/1000,"$0")&"K")
(Assumes your number is in cell A1)

Related

Change excel formula syntax using indirect function

I want to change formula syntax basis user selection in excel drop down. For example: replace Small with Large in =Small(F3:F16,1), if user selects Large from drop down given.
I tried ="="&INDIRECT("H2")&"(F5:F16,1)" where H2 is the drop down containing Small and Large. but its not working.
Indirect can only reference range, and it cannot change formula part. you should use If/choose statement instead.
=IF(H2="Small",SMALL(F3:F16,1),LARGE(F3:F16,1))
Instead of actually using the text itself as a function, I would just use an IF statement, i.e. something like:
= IF(H2="Large",LARGE(F5:F16,1),SMALL(F3:F16,1))
Another option is to use excel functions which use numbers to refer to functions like AGGREGATE or SUBTOTAL, e.g.
=AGGREGATE(IF(H2="LARGE",4,5),4,F3:F16)

Excel Fill alphanumeric values

I would like to fill A000001, A000002, till A100000.
Now do it by dragging the fill handle.
I also tried to fill using Step Value and Stop Value. It works for 1,2,3 to 100000. But it does not work for alphanumeric filling like A000001, A000002 etc
Use the step value method to generate 1 to 100000 in column A (from cell A1). And paste the below formula in cell B1,
=IF(LEN(A1)=1,"A00000"&A1,IF(LEN(A1)=2,"A0000"&A1,IF(LEN(A1)=3,"A000"&A1,IF(LEN(A1)=4,"A00"&A1,IF(LEN(A1)=5,"A0"&A1,IF(LEN(A1)=6,"A"&A1))))))
Just double click the fill handle in B1 to generate for the entire range. This is a simpler way of doing this. Hope this helps.
The standard method is Create custom list but since you are looking for a long one so practically impossible,, another is Flash Fill,, and older one is write A000001 in cell A000002 in below cell select both drag it till you need.
I know its too late, however I can provide a tip it may be helpful to someone looking for same issue.
if you want fill the alpha numeric series by dragging the fill handle, just need to add a simple formula in the first row:
="A"&TEXT(ROWS($1:1),"000000")
In the above formula: the text “A” is constant, you can change them to your needed text, and the number “000000” is the variable which will be increased by dragging the fill handle.
Also if you want to add a string at end , you just need to change the formula to this,
="A"&TEXT(ROWS($1:1),"000000")&"-VAL"
Then it will give you something like this,
A000001-VAL, A000002-VAL, A000003-VAL.....
You can also change the starting number too.
Regards

I want the last cell in a table to trigger a conditional format in excel (en masse)

Okay so I have a sheet of over 500 entries. Essentially when the pulldown menu I have placed in cell J matches the value in A$528(Set to YES) then columns A-I all have a pattern applied to them in that specific row.
What it ideally each line should look like is this:
Applies to: =$A$524:$I$524
Formula: =$J$524=$A$528
The problem is that when I had to go in and format these lines with the painter, the line Formula: =$J$524=$A$528 is Formula: =$J$2=$A$528 in all cases. =$J$2 stays completely static, I need it to progress based on which row it is in. I would really rather not have to go in and manually input these 500 numbers if at all possible.
Thanks in advance for any insight.
The reason why it stays static is that you use the dollar sign. If you want it to progress based on which row it is in, then just omit the dollar sign before the row. (As far as I understand your problem)
I agree question is not crystal clear but I think what you want may be a Conditional Formatting formula rule of:
=$J1=$A$528
with Applies to of:
=$A$1:$I$524
or maybe as above but with $J2 for $J1 and $A$2 for $A$1.
The trigger value might be hardcoded with the formula =$J1="YES" instead and then no need for YES in $A$528.

IF function - is there a way to avoid repeating formula

Can't believe I don't know this, but is there a way to avoid repeating a formula in an if statement if the logical test is dependent on it?
i.e.
=IF((SUMIFS formula)=0,"",SUMIFs formula)
I want to replace that SUMIFS function in the false scenario with something short that will tell it to just programmatically repeat the formula it originally tested for. Repeating the formula twice has to have detrimental effects on processing speed. Negligible, maybe, but want to go for best-practices here. Thanks.
You can force an error like #DIV/0! and then use IFERROR, e.g.
=IFERROR(1/(1/SUMIFS_formula),"")
You can assign a Name to a formula and use the Name..............See:
Assigning a name to a formula
Relevant excerpt -
For example, let's suppose we frequently use a formula like:
=SUM(A1:A100)-SUM(B1:B100) and this resides in A101 and is copied across many columns on row 101. It would be better in this case to
create a custom formula that does this in each cell on row 101. Here
is how;
1) Select cell A101 (this is vital).
2) Go to Insert>Name>Define and
in the "Names in workbook" box type: SalesLessCosts
3) Now click in
the "Refers to" box and type: =SUM(A1:A100)-SUM(B1:B100) then click
Add.
Now you can replace the formula in cell A101 with: =SalesLessCosts.
You can also copy this across row 101 and it will change its relative
references just as the formula =SUM(A1:A100)-SUM(B1:B100) would. The
reason it does this is all down to the fact we selected A101 before
going to Insert>Name>Define and used relative references in
=SUM(A1:A100)-SUM(B1:B100) when we added it to the "Refers to" box.
If all you need to do is hide zeroes, there is an easy way:
Select all cells where you wish to hide zeroes
Go into Custom Number Formatting
Set format to "General;General;"
The custom formatting has a structure of [positive numbers];[negative numbers];[zeroes]
By making the last part blank you are effectively hiding zeroes, but showing everything else.
The advantage over conditional formatting is that you can use this on any background.
A neat trick which I sometimes use is to hide the cell value completely by using a custom format of ";;;". This way you can put images inside the cells, like the conditional formatting ones, and not see the value at all.
Try using the SUBSTITUTE function like this :
=SUBSTITUTE( VLOOKUP( H4; $D$5:$E$8; 2; 0 ); $H$1; $I$1 )
Here is an example:
Here the formula I don't want to repeat twice is the VLOOKUP function.
The result of VLOOKUP is a string found in another table (ex : "Green").
I want to check if that string matches a specific string value in $H$1 (here, "Yellow").
If it does, SUBSTITUTE replaces it with$I$1 (the error string you want. Here, "FORBIDDEN").
If it doesn't, it displays the VLOOKUP result string (the normal authorized output, like "Green").
This is useful for me because my actual formula is quite long, so I don't want to write it twice.
I also dont want to use two different cells, because I'm already applying this formula on 10 columns, meaning I should add an extra 10 columns to make it work.
In some scenarios, MAX() or MIN() can do a wonderful job.
E.g., something like this:
=IF(SUMIFSformula>0,SUMIFSformula, 0)
Can be shortened to this:
=MAX(0,SUMIFSformula)
The LET formula can be used for this exact scenario. You can define the formula as a variable and then within that same cell you can reference the variable in your formula.
The LET formula format looks like this:
=LET(name,name_value,calculation)
SUMIFS Example
Here's how it would work with your SUMIF example so that you don't have to repeat the formula:
In this screenshot we have an array A1:B7. We want to sum the values (Col B) if the name in ColA is "apple".
For this we have a standard SUMIFS formula of
=SUMIFS(B1:B7,A1:A7,"apple")
The formula is showing in E2. The result is shown in E3.
To put this into the IF statement without having to repeat the formula we can use LET as shown in the screenshot.
We create a variable with the SUMIFS formula as the value of that variable. We then write our IF statement using the variable name instead of rewriting the formula multiple times.
=LET(name,name_value,calculation)
Variable name: sumapples
Variable value: SUMIFS(B1:B7,A1:A7,"apple")
Calculation: IF(sumapples=0,"",sumapples)
Put together in the LET function it looks like this:
=LET(sumapples,SUMIFS(B1:B7,A1:B7,"apple"),IF(sumapples=0,"",sumapples))
This LET function can be used in any Excel formula, and is very useful for shortening long formulas that have repetition.
Optional: Extra complexity
If you want to you can get extra complicated by naming multiple variables.
=LET(name,name_value,name2,name_value2,calculation)
Since Excel 2007, the IFERROR statement does what the OP asked. From the help file:
Description:
Returns a value you specify if a formula evaluates to an error; otherwise, returns the result of the formula. [italics mine]
Syntax:
IFERROR(value, value_if_error)
I've since realised that this was already answered by #barry houdini above.
Here is a hack - depending on whether you are just interested in the displayed value, or whether you need to use the value in another formula:
Put your SUMIF formula in the cell (without the IF part)
Create a conditional formatting rule which sets the font color to the background color when the cell value is 0
And hey presto, you get the desired result.
As I said - it's a hack, but it does prevent the double evaluation.
There is no "clean" solution that I am aware of.

Use different fonts in same Excel cell?

Is there any way to change the color and/or font of specific text within an excel cell? That is, I'd like one part of the cell's displayed value to be red and another part of the same cell's displayed value to be blue (as an example). Since the displayed values are being calculated as formulas, I'd need some sort of formatting formula that would apply only the stuff inside the formula. I can't seem to find anything in the text.
If you want to do this based on a formula, you will have to write some VBA. See this example
No problem. Edit the value in the formula toolbar.
Take a look at Conditional Formatting in excel.

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