IF-Then or Find Function w/ Excel - excel

My apologies if this has already been answered in some form; it’s difficult to come up with the correct wording to do a proper search.
I have been charged with creating some basic reporting for my team and I need to create an “if-then” formula. Essentially, if Column A contains the word “Open Rate,” I want the formula to grab the associated percentage from column B (16.49%) and make an average of all the open rates on another sheet. (16.49% + 14.98% + 14.48% / 3 = 15.31%)
I would simply add all of them but the data set is ridiculously large and always growing. Also, the numbers of rows between data sets are not equal and thus a nice pattern is out of the question.

excel uses a vb type syntax
=IF(A2<>"open rate",A2,AVERAGE(Sheet2!A:A))
the above formula says if a2 is not equal to open rate, then return a2, else return the average of column A in sheet 2

Please try:
=AVERAGEIF(Sheet1!A:A,"=Open Rate",Sheet1!B:B)
with your first sheet name adjusted to suit, if necessary.
Edit re supplementary
Google Doc does not at the moment have a function =AVERAGEIF, however it does have the building blocks for it. Average (as in arithmetic mean) may be calculated as the sum of the values in a dataset divided by the count of all the individual items in the dataset:
=sumIF(Sheet1!A:A;"=Open Rate";Sheet1!B:B)/countIF(Sheet1!A:A;"=Open Rate")
Google Doc does have the =AVERAGE function and this may be more suitable than the above.

Related

Create an Excel Formula that uses filtered data

I'm trying to design a second page that shows % results of my data on page 1.
For example, Column F & G allow manual entry of numbers 1-4 which are based off data the user types in at another location.
This is being used for trade tracking in investments so there will be quite a few numbers but the end result will be a row will show a specific stock, it's subsequent data, whether it made or lost money, etc.
What I want to do in page 2 is using the numbers 1-4 which were typed in at columns F & G, translate that into an edge on page 2.
For example, if there were 50 columns of data typed out for trades executed, I could take the number of winning trades of a certain setup (say number 3) and divide that by the total trades of 50 to come out with a win % for that setup.
However, I have no clue to how to translate that forumla into a filter formula so that on page 2 I could see that of the numbers 1-4 (4 different setups) I could easily see the highest and lowest win % to determine the best setup to use.
I'm not the best in excel but I understand enough to code most of that, I simply have no idea how to take that end formula and add a filter to it so that it only uses partial results. I've got 4 other formulas I want to use on page 2 as well to help build something that could really benefit myself, but if someone could just show me how to filter data into a formula, I think I could take it form there.
Thanks for the help
Ben
You can also do something like this with array formulas
=MAX(IF(Sheet1!$F$2:$F$50=$A2,$E$2:$E$50))
(Press Ctrl+Shift+Enter [CSE], instead of just Enter when entering Array Formulas)
Also, take a look a the SUMPRODUCT function. It comes in very handy for filtering data. Here are some helpful links...
https://www.get-digital-help.com/2017/12/07/sumproduct-multiple-criteria/
https://www.get-digital-help.com/2017/12/08/sumproduct-and-if-function/
https://www.get-digital-help.com/2010/09/01/extract-a-unique-distinct-list-by-matching-items-that-meet-a-criterion-in-excel/

Excel to auto-remove duplicates before sum in CSV based on URL-paramter

I am using Really Simple Traffic Logger to store Date, Timestamp, IP and visited site by users on my website. Each user visiting the website is assigned a UID by a parameter in the URL in the form of:
http://www.domain.com/site.php?=dTM_c1_uid7
dTM = customer,
c1 = category 1,
uid7 = uid for person 7
The csv file stored contains the following:
"DATE","TIME","IP","LOOKING_FOR"
"2016-05-22","07:30:40","XX.XX.XX.XX","/site.php?=dTM_c1_uid7"
"2016-05-22","07:31:10","XX.XX.XX.XX","/site.php?=dTM_c1_uid7"
"2016-05-22","07:31:19","XX.XX.XX.XX","/site.php?=dTM_c1_uid8"
the information is stored in a CSV-file, where I am attempting to sum the results of the data, which is to be visualized by another script in real-time. However, as many of the visitors are the same people visiting the website more than once, I would like to remove these based on the UID parameter in the URL, before calculating the sum, so each count (hit) can be calculated as unique hits.
I am therefore trying to work out a formula for auto-removing duplicates that contains the "_uid7" parameter, before calculating the sum.
Is there a smart method for constructing a formula in excel that can do that automatically?
Thank you.
Supposing your data starts from A1 Please post the following formula in B1and fill down the column B with data in column A
=TRIM(SUBSTITUTE(MID(A1,(SEARCH("dTM_c1_",A1,1)+7),99),CHAR(34),REPT(CHAR(32),99)))
You will get uid7, uid8 etc which can be counted or other processing can be done.
EDIT
Based on your comments and taking "dTM_c1_uidnn.." string counts of occurrence is shown in the following snapshots. I have shown two snap shots out of which one hides the helper column.
This is the best I could do at the moment. Column B can be filtered either with Excel native Remove Duplicates OR by a VBA routine. Finding unique values of numerical values is comparatively easy using Frequency Function But somehow after repeated attempts despite following some tutorials, I could not get the desired results for text strings. I would appreciate your feedback positive or negative. My efforts would continue to find the most optimal solution.

How do I calculate a Sum based on multiple If's in Excel?

Background is that I'm making a budget spreadsheet. I have different bills due on different days. (ie. bill due on Monday and bill due on the 10th)
I want a function that will place the appropriate amount of money going in/out in column D and the description of why the money is going in/out in column E.
Currently I have two different formulas that I created (probably incorrectly).
Formula for Column E: (Already is in the document and seems to work fine other than that fact that I cant add additional text to the cell)
=IF(DAY(C36)=7," Amy Pay","")&IF(DAY(C36)=22," Amy Pay","")&IF(DAY(C36)=8," Family Bills","")&IF(DAY(C36)=6," Dollar Shave Club","")&IF(DAY(C36)=2," Amy Cap One VISA","")&IF(DAY(C36)=3," Chase VISA","")&IF(DAY(C36)=8," Being Smart","")&IF(DAY(C36)=17," Gym","")&IF(DAY(C36)=11," Netflix","")&IF(DAY(C36)=19," Cap One MC","")&IF(DAY(C36)=29," CenturyLink","")&IF(DAY(C36)=6," Haley Cap One Visa","")&IF(DAY(C36)=10," SRP","")&IF(DAY(C36)=23, "Car Payment","")&IF(DAY(C36)=30, "Rent","")&IF((B36)="Mon"," Monday","")&IF((B36)="Fri"," Friday","")&IF((B36)="Fri"," Haley Pay","")
Formula for Column D: (not in the column yet, as it doesn't work how I want)
=IF(DAY(B40)=7,"1474.22","")&IF(DAY(B40)=22,"1474.22","")&IF(DAY(B40)=8,"-100","")&IF(DAY(B40)=6,"-9","")&IF(DAY(B40)=2,"-100","")&IF(DAY(B40)=3,"-100","")&IF(DAY(B40)=8,"-400","")&IF(DAY(B40)=17,"-20.05","")&IF(DAY(B40)=11,"-8.63","")&IF(DAY(B40)=19,"-450","")&IF(DAY(B40)=29,"-50","")&IF(DAY(B40)=6,"-150","")&IF(DAY(B40)=10,"-200","")&IF(DAY(B40)=23,"-325","")&IF(DAY(B40)=30,"-500","")&IF((A40)="Mon","-125","")&IF((A40)="Fri","-325","")&IF((A40)="Fri","400","")
http://imgur.com/IBINweh
      
The problem is that in column D, rather than providing a sum of the numbers, it lists the numbers in the column.
http://imgur.com/rPDS5h2
      
I had a suggestion to add =SUM( in front of the IF( function, but when I do, #VALUE! is what results in the field. Using this formula: (view image by changing appended text to /CVs0f1v )
=SUM(IF(DAY(B40)=7,"1474.22","")&IF(DAY(B40)=22,"1474.22","")&IF(DAY(B40)=8,"-100","")&IF(DAY(B40)=6,"-9","")&IF(DAY(B40)=2,"-100","")&IF(DAY(B40)=3,"-100","")&IF(DAY(B40)=8,"-400","")&IF(DAY(B40)=17,"-20.05","")&IF(DAY(B40)=11,"-8.63","")&IF(DAY(B40)=19,"-450","")&IF(DAY(B40)=29,"-50","")&IF(DAY(B40)=6,"-150","")&IF(DAY(B40)=10,"-200","")&IF(DAY(B40)=23,"-325","")&IF(DAY(B40)=30,"-500","")&IF((A40)="Mon","-125","")&IF((A40)="Fri","-325","")&IF((A40)="Fri","400",""))
Any ideas on how I can get all the to populate and sum appropriately?
Forgive my Non Excel Guru knowledge - trying to learn. :D
-Amy
If you take all of the options from your first working formula and change the method retrieving them, you will have a much more versatile worksheet that can easily accept new additions and schedule modifications.
    
In a couple of unused columns to the right, pit in the day-of-month and the action that occurs. I'm using columns Y & Z. You have two events occurring on the 6th so I put them together.
In a couple of other unused columns use the day-of-the-week and associated text.; I've used columns V & W. The default for Sunday is 1.
In E36 use this formula,      =TRIM(IFERROR(VLOOKUP(DAY(C36),$Y:$Z, 2, FALSE), "")&" "&IFERROR(VLOOKUP(WEEKDAY(C36),$V:$W, 2, FALSE), "")) 
Fill down as necessary.
If you want the day-of-the-week in column B, use =C36 and use a custom number format of ddd or dddd.
References:
  VLOOKUP function  WEEKDAY function
You are concatenating text strings that look like numbers. You probably want to be adding real numbers:
=SUM(IF(DAY(B40)=7,1474.22,0) + IF(DAY(B40)=22,0) + ...
although, whenever I see a formula as complex as what you have, I would consider looking for a different solution -- Vlookup comes to mind.
In addition, with a VLOOKUP table, you would have seen that you have some conflicts -- e.g: you list the same condition of B40=8 to return two different values; and the same condition of A40 = Fri, to also return two different values.

SUMIFS with intermediate VLOOKUP in the criteria

I have 3 tables, 1 of which I want to fill in columns with data based on the other 2. Tables are roughly structured as follows:
Table 1 (Semi-Static Data)
SubGroup Group
----------- -----------
subgroup(1) group(a)
subgroup(2) group(b)
subgroup(3) group(b)
subgroup(4) group(c)
etc.
Table 2 (Variable Data)
SubGroup DataValue
----------- -----------
subgroup(1) datavalue(i)
subgroup(2) datavalue(ii)
subgroup(3) datavalue(iii)
subgroup(4) datavalue(iv)
etc.
Table 3 (Results)
Group TotalValue
----------- -----------
group(a) totalvalue(m)
group(b) totalvalue(n)
group(c) totalvalue(o)
etc.
Where the TotalValue is the sum of all DataValue's for all subgroups that belong to that particular Group.
e.g. for group(b) ---> totalvalue(n) = datavalue(ii) + datavalue(iii)
I am looking to achieve this calculation without adding any additional columns to the Data tables nor using VBA.
Basically I need to perform a COUNTIFS where there is an additional VLOOKUP matching the subgroup criteria range to the group it belongs to, and then only summing for datavalue's that match the group being evaluated. I have tried using array formulas but I'm having issues making it work. Any assistance would be very appreciated. Thank you,
EDIT: Wanted to add some details surrounding my question. First all Google searches did not provide a suitable answer. All the links had solutions to a slightly different problem were the VLOOKUP term is not dependent on the SUMIFS criteria but rather another single static variable. Stack Overflow offered similar solutions. Please let me know if anymore details are required to make my post suitable for this forum. Thank you again.
You can use the SUMPRODUCT function to do it all at once. The first reference $B$2:$B$5 is for the Group names, the second reference $E$2:$E$5 is for the datavalues. The G2 reference is for the group names in the third table, you can enter this formula for the first reference and then drag and fill for the rest.
=SUMPRODUCT($E$2:$E$5 * (G2 = $B$2:$B$5))
Some cell references, and sample data, would be helpful but something like this might be what you want:
=SUMIF(C:C,"="&INDEX(A:A,MATCH(E5,B:B,0)),D:D)
WADR & IMHO, this is simply bad worksheet design. For lack of a single cross-reference column in Table2, any solution would have to be a VBA User Defined Formula or an overly complicated array formula (the latter of which I am not even sure is possible). The data tables are not normalized database tables you can INNER JOIN or GROUP BY ... HAVING.
The formula you are trying to achieve is akin to,
=SUMPRODUCT(SUMIF(D:D, {"subgroup(2)","subgroup(3)"}, E:E))
That only works with hard-coded values as arrayed constants (e.g. {"subgroup(2)","subgroup(3)"}). I know of no way to spit a dynamic list back into the formula using additional native Excel functions but VBA offers some possibilities.
HOWEVER,
The simple addition of one more column to Table2 with a very basic VLOOKUP reduces all of your problems to a SUMIF.
     
The formula in the new column D, row 2 is,
=VLOOKUP(E2, A:B, 2, FALSE)
The formula in I2 is,
=SUMIF(D:D, H2,F:F )
Fill each down as necessary. Sorry if that is not what you wanted to hear.
Thank you everyone that responded and reviewed this post. I have managed to resolve this using an array formula and some matrix algebra. Please note that I am not using VLOOKUP (this operator cannot be performed on arrays) nor SUMIFS as my title states.
My final formula looks like this:
{=SUM(IF([Table2.xlsx]Sheet1!SubGroup=TRANSPOSE(IF([Table1.xlsx]Sheet1!Group=G2,[Table1.xlsx]Sheet1!SubGroup,"")),[Table2.xlsx]Sheet1!DataValue))}
Very simply, I create an array variable that compares the Group being evaluated (e.g. cell G2) with the Groups column for Table 1 and outputs the corresponding matching SubGroups. This results in an array with as many rows as Table 1 had (N) and 1 column: Nx1. I then transpose that array (1xN) and compare it to the SubGroups column (Mx1, M being the number of rows in Table 2) and output the DataValues column for the rows that have a corresponding SubGroup (MxN). Then I perform a sum of the whole array to return a single value.
Notice that as I didn't include a value_if_false output return on either IF operators, it will just populate with FALSE in the arrays were the conditions are not met. This does not matter though for the final result. In the first IF, FALSE will not match the SubGroups so will be ignored. For the second all values FALSE passed to SUM will be calculated as 0. The more complicated question is that it grows the amount of memory required to process as we are not filtering to just have the values we want.
For this application I decided against filtering the subarray as the trade-off in resource utilization was acceptable. If the data sets were any bigger though, I would definitely try doing it. Another concern was that I did not understand fully the filtering logic that I was using based on http://exceltactics.com/make-filtered-list-sub-arrays-excel-using-small/ so decided to simplify. Will revisit this concept latter as I think it will work. I might have completed this solution but was missing transposing the array to compare properly so abandoned this route.

Excel: How to parse/cast text as a formula?

Is it possible to parse/cast text (like "=A1+A2") as a formula in MS Excel? I want to build a formula from pieces of text - some of which will only be typed in later by a user.
If the INDIRECT() function did not only work for referencing cells, then I could have typed this =INDIRECT("=A1+A2").
I know you can a work around this problem by simply adding a lot more hidden columns to do sub calculations. But for the sake scalability and efficiency, I would rather do something like the above.
I found a similar questions here and here, yet they don't solve my problem.
The Real-world problem:
Read on for a better understanding as to why you would want to do the above
Scenario
Each item in the list consists of a string, which contains anywhere from 1 to 5 account names each. Each account name is followed by an account number in brackets. The length of the number determines the type of account. Part of the account number is a date, of which the date format depends on the type of account. Further more, each account type may have more that 1 account-number length associated with it, although each number-length[*] is only associated with 1 account type.
Objectives
Extract account-names and their respective account-numbers and account-types from a list.
Make an assumption as to the account-type from the account-number
Validate this assumption by inspecting the build of the number and elements in the name
Check the validity of the account-numbers depending on their type.
The tricky part (this is where my problem lies)
The account-types and their respective account-number-lengths are not known before hand, and are typed into a table by the user of the sheet, specifying a type of account and the number-lengths associated with this account-type. The user should type this into a list - not go and tinker around with delicate formulas
Done so far
Column A: Contains the raw data (each cell has up to 5 names and numbers)
Columns B..F: Each column extracts 1 name, remains empty if all are already extracted
Columns G..K: Each column extracts 1 number corresponding to its name in columns B..F, remains empty if all are already extracted
Columns L..P: Each column calculates the length of the corresponding number in columns
G..K
Now the user would type the following details into a table which assigns certain number-lengths an account type:
TYPE2, BUSINESS, (OR(length=13,length=6))
where length will later be replaced with the cell address which contains the calculated account number-length.
What I want to do now
Columns Q..U:
Should all indicate the account-type of the corresponding account-number in columns G..K. The idea is to build a nested if-elseIf-elseIf formula using the criteria typed in by the user as specified above. Example of one of the elseIF statements:
SUBSTITUTE(CONCATENATE("=IF(",criteria,",",type,",",errCode)),"length","O10"))
All of these elseIf statements will then be concatenated together to form a master formula which will then need to be parsed/cast as a formula to calculate the account-type
This proposal uses only 5 columns (1 for each account-number, containing the master formula) and a table specifying account-types and criteria, also keeping the user away from formulas. Editing 1 line of code (the criteria) will update all formulas. Efficient & Scalable.
Since the user should never tinker around with the formulas under the hood, a simple 1 column if-elseIf-elseIf is out of the question. The alternative to the above would be to make a separate column to test for each account-type for each account-number. Separating/Abstracting out each test to its own column results in much better readability, easier editing & much less debugging - Unless you like multi-screen-wide-formulas. Example: 5 account-numbers * 10 possible account types = 50 extra columns.
Each edit to any criteria needs to copied to 4 other non-adjacent columns and drag-filled down 10,000 rows (columns can not be adjacent since it is effectively a 5x5 array of columns). Not Efficient nor scalable. Unless I'm missing some elegant way of updating non-adjacent formulas in a single click
The rest of the validations error indications are trivial.
Sample data
Tshepo Trust (6901/2005) Marlene Mead (8602250646085)
Great Force Inv 67 Pty Ltd (200602258007)
Jane (870811) Livingstone (6901/2005) Janette Appel (8503250647056) James (900111)
I know all this would probably be much easier to achieve with clever usage of VBA, eliminating all the need to simulate abstraction, encapsulation, multi-dimensional arrays and functional programming on a spreadsheet. But until I can program in VBA, worksheet formulas will be my refuge.
[*]: account number-length could also be described as the amount of digits in the number or as indicated by this formula: LEN(accNumber)
In VBA you have access to Cell.Formula.
I usually used Range to peek a cell by address.
I'm not sure if this would answer your question(it's a very detailed question!), but if your user was entering the account numbers in a table (I'm calling it 'RefTable') , that was:
Length of account number | business type
----------------------------------------
6 | Accountant
8 | Advisor
Then you could just use a vlookup on the length of the account number, given you've already separated them out.
=vlookup(len(accNumber), Reftable, 2, false)
Make sure that you either use a dynamic range name, or specify plenty of space below in RefTable, so that when your users add types, they don't get lost.
Also, if you have two different accounts with the same length, this could get you into trouble.

Resources