I have a table that has a series of Columns with data I need to split out. Example below
STATUS#10/16 12:00:00 (CODE)
I've been able to split it easy enough and when I originally tried to set the date on an older dataset it identified it as a date e.g. 16th Oct 2021 However I started to get errors on this date column and trying with different datasets (10/12, 10/13, 10/14) it is not finding the date. I tried the following query code but I'm receiving errors
[STATUS DATE] is split to 10/14, 10/15 etc
#date( Date.Year(DateTime.LocalNow), Date.Month(Text.End([STATUS DATE]), 2), Date.Day(Text.Start([STATUS DATE]),2))
However I'm getting a function error so I tried
Date.From(Date.Day(Text.Start([STATUS DATE]),2) & Date.Month(Text.End([STATUS DATE]),2) & Date.Year(DateTime.LocalNow)
I have also tried to do this from an example column however the query created is looking at the cell value e.g. if 10/14 then 14/10/2021 else if 13/10 then 14/10/2021. This method i feel is prone for error once I include a larger dataset.
Is there anyway I can determine the date value based on mm/dd format? But with year end in mind, make the YYYY be determined by current year unless we move into Jan and then I don't want the Oct, Nov, Dec value showing as 2022.
You don't really show what your original data looks like.
But if it is like:
Source
Then you can use this code in the Add Custom Column dialog:
let
split=Text.SplitAny([STATUS DATE],"#/ "),
mnth = Number.From(split{1}),
dy = Number.From(split{2})
in
#date(Date.Year(DateTime.LocalNow()),mnth,dy)
The Text.SplitAny function lets you input a list of delimiters and the text will split on all of them. So it is relatively simple to extract the month and day values
to create:
Split [STATUS DATE] one more time into [Month] and [Day] column, using the "/" as a separator. Then you don't have to bother with 1 or 2 digit numbers and you can simply use this formula:
#date(Date.Year(DateTime.LocalNow()), [Month], [Day])
DateTime.LocalNow() is a function, so you need to add the brackets.
[Month] and [Day] are numbers already, so you don't need the Date.Month() or Date.Day() functions.
I have been working for several days on this and have researched everything looking for this answer. I'd appreciate any help you can give.
In Excel I am searching a string of text in column A:
Bought 1 HD Sep 3 2021 325.0 Call # 2.75
I am detecting the first word (in this case "Bought") and detecting the last word before "#" symbol (in this case "Call").
I am then detecting the price following the "#" symbol (in this case "2.75"). This number will go into column B (header "Open") or column C (header "Close") depending on the combination of words found:
Sold/Put=Close
Sold/Call=Open
Bought/Put=Open
Bought/Call=Close
Sold (by itself)=Open
Sold (by itself)=Close.
Bought 1 HD Sep 3 2021 325.0 Call # 2.75
The combination found in the above string is: "Bought Call". Therefore the number at the end ("2.75"), goes into "Open" column.
Here's another example:
Sold 4 AI Sep 17 2021 50.0 Put # 1.5
The combination found in the above string is: "Sold Put". Therefore the number at the end ("1.5") goes into "Close" column.
I am currently using this formula to determine if the string contains "Sold" and "Call" and get the desired number and it does work:
=IF(AND(
ISNUMBER(SEARCH({"Sold","Call"},A10))),
TRIM(MID(A10,SEARCH("#",A10)+LEN("#"),255))," ")
But, I don't know how to search for all the other possible combinations.
The point behind this is to be able to paste the transaction from the broker and have most of the entry process automated. I'm sure many will benefit from this as I've not found anything like this.
I'd appreciate any help and if possible, an explanation of the formula so I can better learn.
Thanks!
I think you have the right idea, but would just extend the IF statement.
Something like the below might work for you:
=IF(ISNUMBER(SEARCH("Call", $A1)),
IF(ISNUMBER(SEARCH({"Bought","Sold"}, $A1)),
NUMBERVALUE(RIGHT($A1, LEN($A1)-SEARCH("#", $A1))),""),
IF(ISNUMBER(SEARCH({"!!!","!!!","Bought","Sold"}, $A1)),
NUMBERVALUE(RIGHT($A1, LEN($A1)-SEARCH("#", $A1))),""))
Just enter in column B and drag down; columns B through E should fill as needed.
For example:
Note that the search for "!!!" is just random characters, it can be anything that you don't think has a good chance of appearing in the string.
Here/screenshots refer:
(requires Office 365 compatible version Excel)
Main lookup
=LET(fn_1,MATCH("*"&$H$7:$H$12&"*",B4,0),fn_2,MATCH("*"&$I$7:$I$12&"*",B4,0),IFERROR(INDEX($J$7:$J$12,MATCH(1,IF($I$7:$I$12="",fn_1*ISNUMBER(fn_2),fn_1*fn_2),0)),))
EDIT:
Other Excel versions:
=IFERROR(INDEX($J$7:$J$12,MATCH(1,IF($I$7:$I$12="",MATCH("*"&$H$7:$H$12&"*",B4,0)*ISNUMBER(MATCH("*"&$I$7:$I$12&"*",B4,0)),MATCH("*"&$H$7:$H$12&"*",B4,0)*MATCH("*"&$I$7:$I$12&"*",B4,0)),0)),)
(all that falls away is the 'Let' formula, replacing fn_1 and fn_2 with respective functions in index formula within the let making first equation somewhat longer, but otherwise identical)
Example applications
Have provided 2 examples of how one might customize to insert numeric in one of the columns (the key part to this question is really how to do lookup in first instance, from thereon it's a matter of finetuning/taking appropriate action)...
Assuming calls/buys are "long" position and strike price go in first col (here, D), and puts/sales are "short" position with strike price going in 2nd col (here, E):
Long - insert strike price col D
=IF(LET(fn_1,MATCH("*"&$H$7:$H$12&"*",B4,0),fn_2,MATCH("*"&$I$7:$I$12&"*",B4,0),IFERROR(INDEX($K$7:$K$12,MATCH(1,IF($I$7:$I$12="",fn_1*ISNUMBER(fn_2),fn_1*fn_2),0)),))=1,MID(SUBSTITUTE(B4," ",""),SEARCH("#",SUBSTITUTE(B4," ",""))+1,LEN(SUBSTITUTE(B4," ",""))),"")
EDIT
Other Excel versions:
=IF(IFERROR(INDEX($K$7:$K$12,MATCH(1,IF($I$7:$I$12="",MATCH("*"&$H$7:$H$12&"*",B4,0)*ISNUMBER(MATCH("*"&$I$7:$I$12&"*",B4,0)),MATCH("*"&$H$7:$H$12&"*",B4,0)*MATCH("*"&$I$7:$I$12&"*",B4,0)),0)),)=1,MID(SUBSTITUTE(B4," ",""),SEARCH("#",SUBSTITUTE(B4," ",""))+1,LEN(SUBSTITUTE(B4," ",""))),"")
Short - insert strike price col E
=IF(LET(fn_1,MATCH("*"&$H$7:$H$12&"*",B4,0),fn_2,MATCH("*"&$I$7:$I$12&"*",B4,0),IFERROR(INDEX($K$7:$K$12,MATCH(1,IF($I$7:$I$12="",fn_1*ISNUMBER(fn_2),fn_1*fn_2),0)),))=2,MID(SUBSTITUTE(B4," ",""),SEARCH("#",SUBSTITUTE(B4," ",""))+1,LEN(SUBSTITUTE(B4," ",""))),"")
EDIT
Other Excel versions:
Follow same routine in previous Edits (remove Let, replace fn_1 & fn_2 with respective formulae...)
Note similarity in all 3 equations above: 2nd and 3rd contain 1st (effectively they just wrap a big old 'if' statement around 1st, use lookup_2 col (here, col K), and use mid/search to extract rate after the hashtag.
Assumes you don't have other hashtags in the sentence..
Customize as required.
=INDEX('[IHT Schedule 2020.xlsx]Jan - Dec 2021'!$L$18:$AP$79,MATCH($B10,'[IHT Schedule 2020.xlsx]Dec 2020'!$C$18:$C$79,0),MATCH(V$8,'[IHT Schedule 2020.xlsx]Jan - Dec 2021'!$L$17:$AP$17,0))
The formula works and returns: 10.5 VAC from IHT Schedule2020.xlsx perfectly.
But I have other cells that may contain 7:30-5:30 am, or "off" , or UED. I want this formula to search out and return only the "10.5 VAC" values.
My question is this possible with this formula or should I be doing this differently?
Check your result for the text "VAC" and then discard it if not found.
=if(isnumber(find("VAC",your formula)),your formula,"")
If you have an Office 365 license, you can use the new LET() function to avoid the duplication of the long formula
=let(TheResult,your formula,if(isnumber(find("VAC",TheResult)),TheResult,""))
Replace your formula with the formula you posted in your question, omitting the leading = sign.
I have a table containing several columns of which one is a date/time field. I am trying to get a count of instances per day using the following
=COUNTIFS(Table4[Data],"Apple",Table4[Date],(CONCATENATE(V4,"*")))
Data Date Comp Date Count
Apple 6/12/18 1:00 PM 6/12/18 12:00 AM 0
Apple 6/12/18 7:00 AM
Orange 6/12/18 1:30 PM
Apple 6/11/18 11:23 AM
From my understanding of all the moving parts here I should be checking to see if "Apple" exists in the data column and then if "6/12/18" with any amount or type of characters after it exists. If both are true I will then get a count + 1 leaving me with a value of 2 in the above example.
What I actually get however is a 0 unless I match the time portion of date the data to be exactly the same and then removed the wildcard ,"*" from the equation.
Am I doing something wrong or can the wildcard not be used to accomplish what I am trying?
Thanks!
I think you should set your criteria properly.
If you add an additional column next to your Date that contains calculates the integer value of your date using INT() and format the display as DATE (m/d/yyyy) you should then be able to use the following COUNTIFS formula
=COUNTIFS(Table4[Data], "Apple", Table4[Date], "=6/12/18")
See the explanatory video from their Office' support site: https://support.office.com/en-us/article/countifs-function-dda3dc6e-f74e-4aee-88bc-aa8c2a866842
If your [Date] column is a datetime or smalldatetime, you can work with it using CONVERT function, depending on how you want to group.
For example, if you don't care about the time to do the group, you could use the next query:
SELECT CONVERT(varchar,[Date],103), [Data], COUNT(*)
FROM [test_delete].[dbo].[Table1]
GROUP BY CONVERT(varchar,[Date],103), [Data]
This should result in something like this:
[Date] [Data] [Count]
11/06/2018 Apple 1
12/06/2018 Apple 2
12/06/2018 Orange 1
Hope this helps you
If your dates are stored as dates instead of text, use the following:
=COUNTIFS(Table4[Data],"Apple",Table4[Date],">="&V4,Table4[Date],"<"&V4+1)
There are few columns in my Spotfire data table with column names (Month-6, Month-5, Month-4, Month-3, Month-2, Month-1).
Explanation: Month-1 is CurrentMonth-1 ie., Feb 2017.
Month-2 is CurrentMonth-2 ie., Jan 2017 respectively. For next month (Apr'17), Month-1 will become Mar 2017 and Month-2 will become Feb 2017.
For the benefit of the users, I am running a 'change column names' transformation on the table using the below case statement.
case
when [%C]="Month-6" then concatenate(Month(dateadd("mm",-6,DateTimeNow()))," ",Year(dateadd("mm",-6,DateTimeNow())))
when [%C]="Month-5" then concatenate(Month(dateadd("mm",-5,DateTimeNow()))," ",Year(dateadd("mm",-5,DateTimeNow())))
when [%C]="Month-4" then concatenate(Month(dateadd("mm",-4,DateTimeNow()))," ",Year(dateadd("mm",-4,DateTimeNow())))
when [%C]="Month-3" then concatenate(Month(dateadd("mm",-3,DateTimeNow()))," ",Year(dateadd("mm",-3,DateTimeNow())))
when [%C]="Month-2" then concatenate(Month(dateadd("mm",-2,DateTimeNow()))," ",Year(dateadd("mm",-2,DateTimeNow())))
when [%C]="Month-1" then concatenate(Month(dateadd("mm",-1,DateTimeNow()))," ",Year(dateadd("mm",-1,DateTimeNow())))
else "" end
I gave a specific order to these columns as how they should appear in the table.Example: Month-6 should start first and end with Month-1.
This works fine for the current month. But, on 1st of next month when the month names change, columns order get disturbed. I have to re-order them manually.
Is there a way I can permanently fix the order of columns?
Thank you!