Summing multiple ranges as a conditional statement in Excel - excel

I am trying to avoid using VBA if that's at all possible and I most certainly think that it is!
I'm currently trying to sum up a range if a certain condition is met. My function works when the range is limited and small, but does not work when I encompass my actual desired range. Here is some snippets of code:
=SUMIF(B13:M13,P23, B15:M15)
That function currently sums from B15 to M15 if there are any matches in between B13 and M13 with P23. It works like a charm. If there are discrepancies in between B13 and M13 it will only sum that matches which is exactly what I want it to do.
I want it to cover a much broader range, so I altered my formula as follows:
=SUMIF(B13:M13:B32:M32:B51:M51,P23, B15:M15:B34:M34:B53:M53)
I want it to do the same thing as before. I want it to analyze B13:M13 as well as B32:M32 as well as B51:M51 and compare it to P23. If there are matches I want it to sum B15:M15 as well as B34:M34 as well as B53:M53. If there are non matches, I want them to be omitted as was the case in my previous function.
Can anyone tell me what's wrong with my formula?

Actually, your formula =SUMIF(B13:M13:B32:M32:B51:M51,P23, B15:M15:B34:M34:B53:M53) converts to =SUMIF(B13:M51,P23, B15:M53) (you can check it for example using "Evaluate formula" tool in the "Formulas" Ribbon or by entering in cell B18 value, euqals to P23, and another value in B20 - your formula will add value from B20 to the result). And it doesen't calculate propertly, because you have some text values in B16:M33, B35:M52
So, you can use following formula instead:
=SUMPRODUCT((B13:M13=P23)*(B15:M15)+(B32:M32=P23)*(B34:M34)+(B51:M51=P23)*(B53:M53))
Here is result of evaluating your formula (=SUMIF(B13:M13:B32:M32:B51:M51,P23, B15:M15:B34:M34:B53:M53)):

Related

Excel - Highlight cell which is closer and smaller to a specific value

I would like to highlight a cell which is the closest the a specific value but still lower (below) or equal according to a formula.
For instance, if I have 14 in B4, I would like the cell 13 (or 14) highlighted but not 15 in the range.
The value I need to look for would be in B4 and the range that I must apply the highlight formula to would be L1:L371.
So far, the best result I was able to achieve was with (from what I was able to find using Google or Stackoverflow already existing content):
=SMALL($L1:$L317,COUNTIF($L1:$L371,"<="&$B$4))
Although, not only it selects the value I am looking for, it also selects all the values below.
May someone provide me some help so I can achieve the expected result please?
Thank you for your time and help, it is greatly appreciated.
Based on your description, it seems like you need to find the maximum value of a range (L1:L137) that is less than or equal to an input variable (B4) and highlight that value in the search range. Depending on what version of Excel you have, here's what you need to do:
For Excel 2019 or Excel 365
You can use the MAXIFS function. You would actually put that function in a conditional formatting rule, but more on that in just a second. As a test, put the following code in cell B5:
=MAXIFS($L$1:$L$137,$L$1:$L$137,"<="&$B$4)
The first argument is your "MAX_RANGE", or the range that contains the values you want to find the max of. It is also our "CRITERIA_RANGE", the second argument. The third argument is the criteria itself, which is that the search range must be less than or equal to the value in cell B4. Essentially, we are going through the list and creating a subset of numbers that are less than or equal to our search value, and discarding the rest. I assume you are aware of relative vs. absolute referencing, since you used the "$" anchor in your referenced code. If not, here's a description of the difference.
Now, the result of that formula should be the highest number in the list less than or equal to the search value, but that doesn't highlight it for us in our list. To do this we need conditional formatting. To do this, highlight your data range (L1:L137) and go to the conditional formatting drop down on the home tab of the menu ribbon. Choose "New Rule". On the dialog that pops up, choose, "Use a formula to determine which cells to format". In the formula input box, enter:
=L1=MAXIFS($L$1:$L$137,$L$1:$L$137,"<="&$B$4)
This will compare whether the value in the cell being evaluated (L1, for instance) is equal to the result of that formula we talked about above. Since L1 is only relatively referenced, this formula will work for every cell in the data range.
Now, before you hit "OK" on the dialog, select the Format button. This will allow you to adjust your highlighting and formatting as you desire. Click "OK" on the formatting dialog, then "OK" on the Conditional Formatting Rule dialog. This should now highlight any data cell that is equal specifically to the result of our formula, and not everything that's less than our value.
For Earlier Versions of Excel
The concept is the same in earlier versions of Excel, but unfortunately, the MAXIFS function is not present in these versions. Instead, we must use an array formula. Array formulas are a whole other can of worms, but ExcelJet is an excellent resource. In fact, they talk about this very issue, here.
Unfortunately, we can't put the array formula in the conditional formatting formula like we did above, so we'll need to put this formula on a cell in the worksheet, then the conditional formula should reference that new cell. So in cell B5, if you put:
=MAX(IF(L1:L137=B4,L1:L137)
And then, instead of pressing Enter, you must press Ctl + Shift + Enter
This keyboard combination will tell Excel that you are trying to enter an array formula. If you don't press these keys, then the formula will error. Once you have entered the array formula, if you put your cursor in cell B5, you will see the formula bar at the top has added curly braces ({ , }) around the formula to look like
{=MAX(IF(L1:L137=B4,L1:L137)}
This leads to the same result as above, but is just achieved slightly differently. Now, following the same process described above for conditional formatting, you will simply set the formula to:
=L1=$B$5
And that should be it! Hope this helps!

How to set the background of three cells based off of the value in one other cell, relatively?

I'm trying to make a formula that will color code three cells that are directly above/below each other. The color coding depends on the sum of three other cells that are directly above/below each other, and directly across from the cells to be colored.
This part is easy. The rule is:
Forumula: =SUM(H5:H7)>30
And it applies to:
$E$5:$E$7
However, the issue is that when I copy the cells that are being colored (E's) to three more cells below them for the next batch, the relative formula does not work as expected. It applies the formula on H6:H8 (+1) instead of H8:H10 (+3).
Is there a way to get the relativeformula to work as expected? I hope this was clear enough. I know it's hard to visual a spreadsheet, but ultimately I need the relative forumla to add +3 instead of +1 when it is copied.
Problem:
If I correctly understand, what you are trying to achieve is to have the range E5:E7 formatted strictly based upon H5:H7, then the next three-cell range - E8:E10 - based upon H8:H10 and so on. You can do this by implementing the below solution:
Solution:
Step 1: Setup Columns as Below
Step 2: Implement Conditional Formatting as Below
Explanation:
I have recreated your issue and I see your problem; it was not that obvious until I played around with changing values of different cells in Column H.
Apparently, this has to do with how Excel interprets your instructions (formula) supplied under conditional formatting. To understand this let's first focus on the behavior of cells E5, E6 and E7 as a function of values in Column H.
With the formula =SUM(H5:H7)>30 did you notice that:
E5 format depends upon =SUM(H5:H7),
E6 format depends upon =SUM(H6:H8), and
E7 format depends upon =SUM(H7:H9) and
when you copy the range E5:E7 three cells down into E8:E10, the expected behavior is:
E8 format depends upon =SUM(H8:H10),
E9 format depends upon =SUM(H9:H11), and
E10 format depends upon =SUM(H10:H12)
And this is exactly how the range E8:E10 will behave once the above solution is applied.
A partial answer to your question has to do with your relative formula - =SUM(H5:H7) - under conditional formatting. Using this formula causes $E$5 to use =SUM(H5:H7) to determine its formatting, $E$6 to use =SUM(H6:H8) to determine its formatting, and so on. This ultimately leads to issues with the conditional formatting even before you begin copying the cells down.
EDIT: (piggy-backing off #Bharat Anand's answer)
#Bharat Anand's answer appears to be the best way to accomplish this question.
#Thisisstackoverflow requested clarification (under the accepted answer) and I'm hoping my screenshot below will help.
I set my worksheet up in what I believe is the exact same manner as #Bharat Anand, and it seems that the column letters may have been off. Setting mine up like this made it work correctly.
EDIT: (clarification for future visitors)
I really liked #Bharat Anand's solution, so I wanted to explain how it works (using the images/formulas in the solution as reference):
The calculation in Column I is setup to return a number that will only appear three times, in succession, in Column I; in this way it kind of behaves like a unique identifier, allowing other formulas to reference these values for calculation purposes.
Three times is key for the original poster because they were looking for a range of three cells to be formatted based on a sum of three cells. For example, the formula in Column I can be modified to
=ROUNDDOWN((ROW()-b)/a,0)
where:
a is your desired number of cells to format/sum, and
b is equal to a - 1.
Using the formula in J5 as an example, this SUMIF formula uses I3:I7, which includes two (or b, as setup in my explanation above) rows above and two (b) rows below to decide if I5 equals any of the values found in I3:I7. It's important to include the two rows above and two rows below so that the range overlaps the same three cells to meet the requested requirements.
When I5 finds a match, the formula looks to Column H to sum those rows in H3:H7 where I3:I7 equals I5. In this example, J5, J6, and J7 will each equal 32.
Using the simple conditional formatting formula that was setup, we know that cells in Column E should be highlighted when the corresponding row in Column H is greater than 30. According to the original question, this should be done in ranges that are three (a) rows tall. We already handled for that, so all that was left was to make sure the conditional formatting spanned the data area in Column E.
I'm hoping I don't confuse and/offend anyone with this explanation, but it's how I understand it. I like the proposed solution and explaining it to myself again helps me solidify how it works.

Formula will not work in Conditional Formatting

I have a three page work book. Pages 2 and 3 hold similar data but from different time periods (Cases Current, Cases Historic). Takes together the information from Cases Current and collates certain information using COUNTIF.
I have been trying to get a conditional format to change the text colour if the COUNTIF from Cases Current is higher or lower than a COUNTIF on the same data in the historic page. E.g.:
Cell C3 has the following formula :
'=COUNTIFS('Cases '!$D:$D,C$2,'Cases '!$C:$C,$A3) and displays the figure 7.
I have used a IF formula in a regular cell and this following does work. (In this example the COUNTIF returns 10.)
IF(C3<COUNTIFS(Compare!$D:$D,C2,Compare!$C:$C,$A3),"Lower","Higher")
I have used the same formula in Conditional Formatting but it triggers no change in font colour. I have stripped the two end conditions off the end of the IF statement as the conditional formatting is triggered on a TRUE return.
=IF(C3<COUNTIFS(Compare!$D:$D,C2,Compare!$C:$C,$A3)
This formula is incorrect for what you're attempting:
=IF(C3<COUNTIFS(Compare!$D:$D,C2,Compare!$C:$C,$A3)
It is actually an incomplete IF statement - try to copy it into a cell, and you will see that you don't have an argument for IF's "TRUE" state (which is required). Instead, you don't need an IF statement at all, just:
=C3<COUNTIFS(Compare!$D:$D,C2,Compare!$C:$C,$A3)
So this will check the value of cell C3, then check the value of the COUNTIFS function, and then check that C3 < COUNTIFS. If it is, it's a true statement, resulting in TRUE. Otherwise, it returns FALSE.

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.

Excel DSum function multiple criteria

Hello guys, I have been trying to implement the DSUM function but failed to figure it out. I looked through the previous DSUM posts on here and still don't understand. This is my problem:
on I8:L9, i have to implement the DSUM to calculate the "calculated quantity sold" for each item, ie Textbook, Novel,notepad and laptop. from A9-A16
I am supposed to use these values on B20 - B23. I don't know how to make sure i have multiple criteria for the DSUM function.
I tried this and it worked only for the first function: =DSUM(bookstore,J8,I8:I9)
This gave me the correct value only for Textbook, It summed up the quantities for textbook. What I want to do now is replicate it down so that it is the same for all the other elements.
Please help. thank you
With the setup you have then using this formula in B20 copied down will give the cumulative total of the categories
=DSUM(Bookstore,J$8,I$8:I9)
so that will give the sum for Textbook only in B20 but then in B21 it will be the sum for Textbook and Novel combined....then in B22 Textbook, Novel and Notepad (A22 should be "Notepad" to match I11)
To get the sum for the item in question only you could subtract the previous values above, i.e. use this version in B20 copied down
=DSUM(Bookstore,J$8,I$8:I9)-SUM(B$19:B19)
....but all things being equal I agree with user667489, except SUMIF is usually preferable for a single condition, i.e. in B20 copied down
=SUMIF(A$9:A$16,A20,D$9:D$16)
Is there any particular reason that you need to use DSUM to do this? You're making life very hard for yourself. You could do this much more easily via SUMPRODUCT or by using a pivot table.
When you create a column of conditions on the same variable, and you specify that as your constraint range for DSUM, excel sums over your database range where any of those conditions are true. You can't make it apply the constraint from just one row, unless that's the only row other than the column headings. So you need to put your different constraints for the same variable in different columns. This gets very messy.
Here is a sumproduct formula that will accomplish what you're trying to do, which can be copied down:
=SUMPRODUCT(($D$9:$D$16)*($A$9:$A$16=I9))
Paste that into cells J9:J12 (or B20:B23).
Another alternative having entered the DSUM formula in B20 is to select the range B20:B23 and choose Data > What If Analysis > Data Table... Column Input Cell: I9, OK. This should give the formulas below:
B20: =DSUM(bookstore,J8,I8:I9)
B21:B23: {=TABLE(,I9)}
Note: the Table formula cannot be entered from the formula bar, it is automatically generated by the Data Table command. (The same procedure could also be used to enter formulas in J9 and J10:13.)
I'd also recommend using SUMIF, or looking at PivotTables which could be used easily for this and create the list of categories for you.

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