I need to create a formula in excel that will kind of do a "buy one item, get the rest at 50% off".
I need excel to pick the most expensive item and charge it at full value, then charge the rest at 50% of their value:
Item A=$30
Item B=$21
If on day one, item A was bought 2 times, and then item B was used once, I need excel to pick out the most expensive item of the day (which would be item A) and charge it at 100% of its value ($30) and then the for the second item A, charge it at 50% of its value ($15) and item B would also be at 50% of its value ($10.5). So the total charge for the day would be $55.50.
I have set up names for each item that correlates to its price. If I put =sum(itemA) in a cell in excel, then it comes up with 30.
I have it set up so that I can put in the number of each item that was bought and excel can multiple it for me =sum(itemA*2)-->60. I just need to figure out the 50% discount for all of the items bought in one day.
Please help, and let me know if there is anymore info that I need to share!!!!
ADDITIONAL:
I have added three items using the name function under "define name". Item A is equal to 30, item B equal to 21, item C equal to 15. So this is what I have set up for example, for day one:
Item Quantity Total price
item A 2 60 =sum(itemA*2)
item B 1 21 =sum (itemB*1)
item C 0 0 =sum (itemc*0)
total daily charges: 81 =sum(C2:C4)
total daily charges with discount: 55.5 (THIS IS WHERE I NEED THE FORMULA!)
ADDITIONAL:
Ok, so after working with this formula, I have another question:
I have two set of this data, and excel will pick the most expensive of the two sets and charge 100% and then charge the rest at 50%. However, I now need a way to separate out the charges for the two sets of data and get their total. So example:
Item A=30, item B=21, item C=15
Set one: item A used 2x, item B used 1x
Set two: item B used 1x, item C used 1x
Excel picks item A (as this is the highest in both sets) and charges it at 100% (30), then charges the rest of the items at 50% (43.5). The total that is charged is 73.5
Now I need excel to separate out the charges by set.
So set one, the charge is 55.5
set two, the charge is 18.
Please let me know if additional details are needed.
Assuming a layout as A:e below, three added columns might suit, with:
in F2: =MAX(IF(A:A=G2,C:C))
in G2: =IF(A2<>A3,A2,"")
in H2: =IF(G2=0,"",0.5*SUMIF(A:A,G2,E:E))+F2/2
each copied down to suit.
The first an array formula so entered with Ctrl+Shift+Enter.
The first identifies the daily maximum unit price (before discount).
The second to identify the daily summary.
The third for the calculations (same approach as #Ron Rosenfeld).
Depends on how you set things up, and you don't show that. It might be simpler to use an algorithm that computes 50% of everything, then add back 50% of the most expensive item. So if you have three columns: Items Prices Quantity, (where Prices = Price/Item) you could use a formula like:
=0.5*MAX(Prices)+SUMPRODUCT(Prices,Quantity)*0.5
If some entries in your "Quantity" column might be zero or blank, then use this formula instead:
=SUMPRODUCT(MAX(Prices*(Quantity>0))+SUMPRODUCT(Prices,Quantity))*0.5
Related
I'm looking for a solution for a problem I'm facing in Excel. This is my table simplified:
Every sale has an unique ID, but more people can have contributed to a sale. the column "name" and "share of sales(%)" show how many people have contributed and what their percentage was.
Sale_ID
Name
Share of sales(%)
1
Person A
100
2
Person B
100
3
Person A
30
3
Person C
70
Now I want to add a column to my table that shows the name of the person that has the highest share of sales percentage per Sales_ID. Like this:
Sale_ID
Name
Share of sales(%)
Highest sales
1
Person A
100
Person A
2
Person B
100
Person B
3
Person A
30
Person C
3
Person C
70
Person C
So when multiple people have contributed the new column shows only the one with the highest value.
I hope someone can help me, thanks in advance!
You can try this on cell D2:
=LET(maxSales, MAXIFS(C2:C5,A2:A5,A2:A5),
INDEX(B2:B5, XMATCH(A2:A5&maxSales,A2:A5&C2:C5)))
or just removing the LET since maxSales is used only one time:
=INDEX(B2:B5, XMATCH(A2:A5&MAXIFS(C2:C5,A2:A5,A2:A5),A2:A5&C2:C5))
On cell E2 I provided another solution via MAP/XLOOKUP:
=LET(maxSales, MAXIFS(C2:C5,A2:A5,A2:A5),
MAP(A2:A5, maxSales, LAMBDA(a,b, XLOOKUP(a&b, A2:A5&C2:C5, B2:B5))))
similarly without LET:
=MAP(A2:A5, MAXIFS(C2:C5,A2:A5,A2:A5),
LAMBDA(a,b, XLOOKUP(a&b, A2:A5&C2:C5, B2:B5)))
and here is the output:
Explanation
The trick here is to identify the max share of sales per each group and this can be done via MAXIFS(max_range, criteria_range1, criteria1, [criteria_range2, criteria2], ...). The size and shape of the max_range and criteria_rangeN arguments must be the same.
MAXIFS(C2:C5,A2:A5,A2:A5)
it produces the following output:
maxSales
100
100
70
70
MAXIFS will provide an output of the same size as criteria1, so it returns for each row the corresponding maximum sales for each Sale_ID column value.
It is the array version equivalent to the following formula expanding it down:
MAXIFS($C$2:$C$5,$A$2:$A$5,A2)
INDEX/XMATCH Solution
Having the array with the maximum Shares of sales, we just need to identify the row position via XMATCH to return the corresponding B2:B5 cell via INDEX. We use concatenation (&) to consider more than one criteria to find as part of the XMATCH input arguments.
MAP/XLOOKUP Solution
We use MAP to find for each pair of values (a,b) per row, of the first two MAP input arguments where is the maximum value found for that group and returns the corresponding Name column value. In order to make a lookup based on an additional criteria we use concatenation (&) in XLOOKUP first two input arguments.
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'm creating an excel spreadsheet to track when an item is received as well as when a response to the item having been received has been made (ie: my mail was delivered at 1:00pm (item received) but I didn't check the mail until 5:00pm (response to item having been received)).
I need to track both the date and time of the item being received and want to separate these in two separate columns. At the moment this translates to:
Column A: Date item received
Column B: Time item received
Column L: Date item was responded to having been received
Column M: Time item was responded to having been received
In essence I'm looking to run calculations on the response time between when the item is received and when it has been responded to (ie: average response time, number of responses in less than an hour, and even things like the number of responses that took between 2 and 3 hours where Bob was the person who responded).
The per-line pseudo code would look something like:
(Lr + Mr) - (Ar + Br) ' where L,M,A,B are the columns and 'r' is the row number.
An example, with the following data:
1. A B L M
2. 1/5/19 10:00 1/5/19 12:00
3. 1/5/19 21:00 1/6/19 1:00
4. 1/5/19 22:00 1/5/19 23:00
5. 1/6/19 3:00 1/6/19 4:00
The outcome for the average response time would be 2 hours (average(rows 2-5) = average(2, 4, 1, 1) = 2)
The number of items with an average response times would be as follows:
(<=1 hour) = 2
(>1 & <=2) = 2
(>2 & <=3) = 0
(>3) = 1
I don't know (or can find) a function that will perform this and then let me use it within something like a countifs() or averageifs() function.
While I could do this (fairly easily) in VBA, the practical implementation of this spreadsheet limits me to standard Excel. I suspect that sumproduct() will be fundamental to make this work, but I feel that I need something like a sumsum() function (which doesn't exist) and I'm not familiar with sumproduct() to better understand what to even look for to set something like this up.
If you are not so familiar with SUMPRODUCT() or the likes I would suggest one helper column. Like so:
You can see the formula used is:
=((C2+D2)-(A2+B2))
You can probably do all type of calculations on this helper column. Note, column is formatted hh:mm. However, if you want to look into SUMPRODUCT() you could think about these:
Formula in H2:
=SUMPRODUCT(--(ROUND((((A2:A5+B2:B5)-(C2:C5+D2:D5))*-24),2)<=1))
Formula in H3:
=SUMPRODUCT((ROUND((((A2:A5+B2:B5)-(C2:C5+D2:D5))*-24),2)>1)*(ROUND((((A2:A5+B2:B5)-(C2:C5+D2:D5))*-24),2)<=2))
Formula in H4:
=SUMPRODUCT((ROUND((((A2:A5+B2:B5)-(C2:C5+D2:D5))*-24),2)>2)*(ROUND((((A2:A5+B2:B5)-(C2:C5+D2:D5))*-24),2)<3))
Formula in H5:
=SUMPRODUCT(--(ROUND((((A2:A5+B2:B5)-(C2:C5+D2:D5))*-24),2)>3))
The helper column is the easiest approach. It gives you the time differences that you can then easily analyse however you want. Analysis without the helper column is possible, but the approach differs depending on what type of analysis you want to do.
For the example you provided, which is counting the number of time differences grouped into ranges, you would use the FREQUENCY function:
=FREQUENCY(C2:C5+D2:D5-A2:A5-B2:B5,F2:F4)
In F2:F4 (called the "bins"), enter the upper limit of each range you want to count. The Frequency function counts up to and including the first value, then counts from there up to and including the second value, and so on. Enter the bins as times, e.g. 1:00 for 1 hour.
Note that Frequency is an array-entered and an array-returning function. This you means you need to first select the range that will contain all output values, G2:G5 in this example, then enter the function, then press CTRL+SHIFT+ENTER
Also note that Frequency returns an array that is one element larger than the number of bins specified. The extra element is the count of all values greater than the largest bin specified.
I am measuring room utilization (time used/time available) from a data dump. Each row contains the available time for the day and the time used for a particular case.
The image is a simplified version of the data.
If you read the yellow and green highlights (Room 1):
In room 1, there are 200 available minutes on 1/1/2016.
Case 1 took 60 minutes, case 2 took 50 minutes.
There are 500 available minutes on 1/2/2016, and only one case occurred that day, using 350 minutes.
Room 1 utilization = (60 + 50 + 350)/(200 + 500)
The problem with summing the available time is that it double counts the 200 minutes for 1/1/2016, giving: Utilization = (60+50+350)/(200+200+500)
There are hundreds of rows in this data (and there will be multiple data dumps of differing #'s of rows) with multiple cases occurring each day.
I am trying to use a pivot table, but I cannot obtain the 'sum of averages' for a particular room (see image). I am using a macro to pull the numbers out of the grand total column.
Is this possible? Do you see another way to obtain utilization?
(note: there are lots of other columns in the data, like case start, case end, day of week, etc, that are not used in this calculation but are available)
The reason that you're getting 300 for both Average of Available Time columns is because the grand total is a grand total based on the overall average and not a sum of the averages.
Room 1: 200 + 200 + 500 / 3 = 300
Room 2: 300 + 300 + 300 / 3 = 300
I could not comment on the original question, so my solution is based on a few assumptions.
Assumption #1: The data will always be grouped. E.G. All cases in room 1 on a given day will grouped in sequential rows.
Assumption #2: The available time column is a single value for the whole day, there will never be differing available times on the same day.
Solution: Use column E as the Actual Available Time. This column will use a formula to determine if the current row has a unique combination (Date + Room + Available Time) to the previous and if so, the cell will contain that row's available time.
Formula to use in E2:
=IF(AND($A1 = $A2, $B1 = $B2, $C1 = $C2), 0, $C2)
Extend the formula as far down as necessary and then include the new column in your PivotTable data range.
End Result
I created a unique reference by combining columns and then used sumif/countif/countif.
So the formula in column E would be:
=sumif(colB,cellB,ColC)/Countif(colB,cellE)/Countif(colB,cellE)
Doesn't matter if the data is in order or not then.
Extend the formula as far down as necessary and then include the new column in your PivotTable data range.
The easiest method I would recommend is this.
=SUM(H:H)-GETPIVOTDATA("Average of Available Time",$G$3)
The first term sums the H column, and the second term subtracts the grand total value. It is a dynamic solution, and will change to fit the size of the pivot table.
My assumptions are that the Pivot Table was originally placed in cell G3.
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.