Categorizing Column Values Using Multiple Criteria?
Aug 1, 2014
I am working with an aging report where data is formatted in column. In the last column I would like to assign a value based on criteria from the adjacent columns (ex: If balance > $10,000 then value = "Hold").
My idea was that I would asign variable to the column, start a for next loop, and insert the criteria in an if then else loop. Is this the best way to go about it, should I be using case select, and how do best assign the variable to column so that I can loop down the entire report.
Option Explicit Dim lastrow As Long, t As Long Sub Method() lastrow = ActiveSheet.UsedRange.Rows.Count For t = lastrow To 1 Step -1 If Cells(t, 8).Value <> "" Then If Cells(t, 9).Value = "Y" And Cells(t, 10).Value = "" And Cells(t, 12).Value > _ 6 And Cells(t, 12).Value < 60 Then Range(t, 25).Value = 20 End If Next t End Sub
Alright, the above code is not working. I am not sure if it is the write part (t,25 value) that is wrong. I want the Y column to be written with a method numbered "20" if the conditions (H is not null, J="Y", K="", and 6<M<60). I have numerous other methods to put in. The reason I'm not doing Case Statements is this is jsut to write the basic code, and then I will have to move it over to ReportSmith using ReportBasic.
I have attached an example workbook with a tiny subset of data and a number of criteria from the Dashboard Engine page removed.
What I need is to sum the total value for each division on the second sheet based on the date criteria (so for the first cell Jan 1/2010 - Jan 31/2010) and on a match between division name on the Dashboard Engine sheet table and the Masterdata sheet. I have tried a number of variations but keep getting a 0 for each return.
I'm currently working on a process to recategorise products for a distribution company to give a category based on successful sales transactions.
Product Code Category Month 1 Month 2
[Code].....
This isnt the actual data in case you're wondering I'm doing this with 32k lines.
So, what I want to have is categories based on sales transactions, labelled with letters. So, cat A is sales in three consecutive and top X when total of three month consecutive sales, cat B being above X number of transactions in three months not already categorised by cat A. There is a Cat C, and various others which I can do myself, but i dont know how to make the category A work.
I am working on an attendance spreadsheet in Excel 2003 at work that will display data showing number of learners allocated to an activity, number unallocated, number attended, number not attended, number of acceptable reasons and number of unacceptable reasons by Block Letter. My problem is that for a number of reasons the same learner number is allocated to a number of activities each day. I need to know how many learners from each block have been allocated, not how many allocations each learner has from each Block.
I have tried different formulas, but fast running out of time
I have attached a modified sample from the main spreadsheet
I need : Cell H4 to calculate the number of unique values from Column C on Mon tab but only meeting the following criteria Mon!$N$3:$N$4000="AM", Mon!$O$3:$O$4000=D4, Mon!$B$3:$B$4000="mon1" I can then apply to the other rows.
I've attached a sample workbook to show what I am trying to do. I would like the formula to say "if Sheet2!A:A is "MON" and if Sheet2!R:R matches Sheet3!A:A, and if Sheet2!I:I doesn't match any of the values from Sheet1L:L, then I'd like the sum of Sheet2!F:F. It seems pretty simple but I've tried a million different variations of SUMIFS, SUMIF, IF, AND, etc. and I can't figure it out.
I maintain the data flow at my work. We send and receive the data using excel files with specific formatting that I then upload to the database. Each time I send or receive the excel file I must log them, this is what my code question refers to.
I use RDBMerge to merge all the contents of the 100 plus excel files into one worksheet. The first part of the macro cleans up the merge data for use in the log (i have attached an example of the clean data and finished log).
The blue shaded area of the "Raw_Data" is what the clean data looks like, the yellow column is what current macro records for each record.
As you can see by the example the Raw_Data is only two files LL_LLL_BOB_ToLLLLL_20121228_01 & LL_LLL_BOB_ToLLLLL_20121230_01, each with more that one record.
The log code in column "H" Is based on this criteria: First Letter of the Unique ID in column "E" - O, M, or L Program Type in Column "F" - U or R 1. O-U = U 2. O-R = RU 3. M-U = U2 4. M-R = R2U 5. L-R = R
You will note that Columns G-R of the "Log Sheet" correspond to the "Record Type" found in Column "G" of the "Raw_Data" sheet.
This is the area where my skill at using scripting dictionaries fails.
The results for the log list each file only once, but the log code for each corresponding "Record Type" in columns G-R of the "Log Sheet" must contain each unique instance of the code. In other words
if LL_LLL_BOB_ToLLLLL_20121228_01 contains an O-U with an "A" Record Type and an M-R with an "A" Record Type; then, on the log sheet there needs to be the codes "U/R2U" in the cell intersection of the LL_LLL_BOB_ToLLLLL_20121228_01 record row and "A" column (which is column "G")
So, If the File contains one of each code for each Record Type the corresponding cell must house one of each code separated by a "/" without any spaces. This means the cell value could no code, or one code and all the variations in between to all five codes. Also, for ease of human reading the log codes should be concatenated in the 1-5 order that I listed them in (U/RU/U2/R2U/R)
Here is my code so far.
VB: Option Explicit Sub test() Dim dic As Object, a, i As Long, rng As Range, e, w, n As Long Set dic = CreateObject("Scripting.Dictionary")
I have saved this on a 2010 workbook as I am at home but this will be used on a 2003 workbook.
I have several projects on one spreadsheet which multiple users will be working and I am trying to create a summary sheet of the work carried out.
Each user is expected to carry out a task on each row of the data held in each worksheet (research, call, update etc) and each task (Option 1-5) is assigned a value. Each user is expected to meet a certain level of points per day to calculate productivity.
I am looking for a sumproduct along the lines of the summary sheet attached but mine just takes one sheet into consideration and I need one for all sheets.
I am trying to find a formula to count rows that meet multiple criteria, but one of the criteria can be multiple values. I have a list of people with a list of clients that they are responsible for. Each person is responsible for 10-20 clients. Every day I run a report that shows the project worksheets submitted for each client and if money has been awarded or not.
I'm wondering if there is a way to count, for each person, the number of project worksheets that show "awarded" in column K. That would mean that I would have to look for, for each person, any of their multiple clients in column B and "awarded" in column K.
I am trying to put the formula in D2:D9, as I use A2:D9 for a chart. O1:P79 contain the names of the people and the applicants that they are responsible for. A17:D158 contains the list of project worksheets (updated daily). I used =SUMPRODUCT(COUNTIF(B17:B999,P1:P14)) to count the actual number of project worksheets for each person, but I can't figure out a way to modify that to add in the "awarded" criteria also.
Column 1 Column 2 January 1000 January 1234 February 1300 March 1600 January 15 March 123 April 234 January 3000
I would like a formula that adds all the January numbers together returning a result of 5249
To move this one step further i would eventually need to add these numbers based on quarters, for example if the value is January February or March in column 1 then add the numbers in column 2.
I'm sure i have done this before using a countifs maybe but my mind has drawn a blank
The below sample is an accurate example of a much larger set of data. Column H will be my desired result.
I need a macro that will look at the matching values (numerical value of month) of Column F, then enter the sum of the corresponding values (rows) contained in Column D for that month. The sum of each month should be placed in Column H at the last value of the row for each particular month.
I have a workbook where I am trying to COUNT the values greater than zero in column "J" based on a selective criteria of column "B".
In other words, if the date in a column "B" cell (B3:B78) is greater than the date in A86, I want to count the number of cells whose corresponding value in the "J" column is greater than "0". And then I want to take this selective COUNT and divide it by a COUNT of all the cells in the range "J3:J78".
Search for the word "Clear" in the Task column. If the word "Clear" is found, go to Value column. Add all values starting from "Clear" down to the end of the list. If it is larger than 10, return the word "OK". Otherwise "Poor". If larger than 20, return the word "Good". The length of the list is variable.
Sumif formula. I need to somehow put a loop on the criteria or something...
The formula is sumif(range, criteria, sum range). The problem I am having is that I have about 20 criteria to select, and sumif is designed for one criteria. I know that I can type the exact same formaula in and have something like this...
This is OK for a few variables but some formulas have multiple criteria in excess of 15-20. the other thing is that the criteria list will grow over time as more variable are added, and instead of changing the formulas throughout the spreadsheet, I would like to have a big range that I can slowly fill up as I go along
The ideal situation would be if I could put a range in ( ie A6:A30) and then when I get a new criteria I just add it to this range. This will make administration eaaseier by giving me one location to update data.
I will show you an example.. I want to calculate the amount of petrol I use based on three criteria - BP, Shell, Caltex ( the criteria being petrol stations that come up on my bill).
Column A/ B / C/ D Row / description / Amount/Variables 1 / Shell Petrol / $10/Shell 2 / Cat Food/$13/BP 3 / BP Store/$24 / Caltex 4 / Dog Food/$23 5/Shell Petrol / $98 6/Caltex Petrol/$31 7/BP stuff/$30 8/Shell Store/$70
If I could somehow get the formula to choose the whole column D as the criteria range and get the 'sum if' to somehow loop so it goes down the d column and does the same calculation, but just changes the criteria variable each time, then instead of changing the formula, I could just add to the D column each time I had a new criteria I wanted to check.
I looked into DSUM and Pivot Tables. DSUM seems to work well with numbers, not variables and Pivot tables did my head in, especially seeing I know that there is a way to do this in a formula based way..
I'm trying to get a value to return based upon three criteria, sales rep, compensation plan and calculation method.
For each sales rep (there are 20 reps), there is an option for one of five comp plans and for every comp plan, there are six calculation methods (these six methods are the same for every one of the five comp plans).
I know I need to use the Indes(Match()) set-up, but I'm having the darndest time figuring out how to set up the source matrix to do this right.
I have successfully been able to rank items using two criteria but I'm unsure of the syntax for adding a third or fourth set. I'm new to the use of Sumprodoct.
I have attached a file. Where column C and E have the same value, I want Excel to look at column F and assign a rank (formula is in column K) in ascending order.
I want to lookup values from one rawdata worksheet and have values appear on another sheet, but using 3 lookup values as the criteria. I cannot do this function with Vlookup as it only takes one criteria. I have looked for similar threads in this forum and came across an Index/Match function, but I cannot get it to work. I am attaching file. The data is in the 'rawdata' worksheet. I want values to appear in 'Input' worksheet, grey area using the 3 criterias (Dept number, GL number, and Seg code number).
Spreadsheet 'Raw Table' has many, many rows, and a dozen columns of raw input data. Each row has date, number, and text fields.
Spreadsheet 'Dashboard' is a somewhat simple one page summary of one day's worth of data entry from Raw Table. Dashboard isn't a simple table, but more form-like in appearance (not sure if that matters). Essentially, the values from Raw Table are spread out in different locations in Dashboard, and not just in a row.
The Dashboard fields gets their values from Raw Table based multiple criteria, the most important being a manually inputted date entry at the top of the Dashboard. The other criteria are simple numbers (ie, 1, 2, 3, 4....) built into the formula. So a set of criteria for one particular cell in the dashboard could be: 4/6/2014, 1, 3. Those 3 criteria are unique identifiers: there is only one match, ever. If those criteria are met, then a value from a specific spot in that row from Raw Data is placed in the dashboard field.
Here is one formula example for one such field in Dashboard:
The first sumproduct criteria is a match for the date in Raw Data's column A with the manually inputted date in Dashboard located at D1.
The second criteria is match for the value in column B with a value of 1. The third criteria is match for the value in column C with a value of 3. (Again, this is an example. The 1,3 set can be any specific combo from 1,1 to 8,8. Thus, a day's data can have no more than 64 records of a dozen date, number and text fields.)
The Index function is obviously array,row,column. So this example index function results in the contents of column D in the row that the sumproduct function generates.
This dashboard spreadsheet works perfectly everywhere except four fields (out of 100+ instances of the same formula). In the faulty spots, the value that the index function is returning in Dashboard is basically the contents of column D in Raw Table in the row that corresponds to the place the formula is located in Dashboard. It's almost like there's an error in the formula result, and the index is defaulting to the row number in Dashboard. But I've tested this 8 ways til Sunday. I can even straight-up copy these four faulty fields to another part of the dashboard, and the results are magically correct. And I've checked to see that the actual sumproduct function result is returning the correct row for these fields. I don't have an answer as to why it's defaulting to the formula row number in just these four locations, and not the row value that the sumproduct function is correctly producing.
I've thought maybe it was a data type problem in Raw Data, but that route produced a dead end. It has to be something with the Dashboard. I'm going to start over with a new Dashboard spreadsheet, and see what happens. One thing I did was, early in development of the dashboard, use ctrl-shift-enter in the first faulty field, then went back and changed the formula wholesale to something different, and copied that cell to (at least I think) the three other faulty spots. But if I went back and completely changed the formulas and did away with the brackets, the cells should be fresh, no?
I'd like to extract the data from Sheet 2 (Data) that falls within the selected date range but the formula I've entered in F$9 (see below) is giving me an error
Have spent ages on this to no avail. Need the attached sheet to verfiy the values in the "Reconciliation" are correct when referencing the "Prices" sheet. I need column F (Reconciliation sheet) to lookup the "Code" in column B in the "Prices" sheet and then further look up the "Payment Frequency" (column D in the Reconciliation sheet) in the "Prices" sheet to verify that the price is correct.
Due to slight decimal point issues, if the value has a greater than 0.02 difference then display "ERROR" otherwise 0.
I am looking to count the unique amount of customers who are listed in column C based on the criteria that they purchased the product on the 1/08/2014 and that the product came from Department 3. The output I am looking for in this example would be 3. I can do it for this example but when I have 300 different customers it starts getting tricky and I'm a bit stumped on how to incorporate an array formula into a countifs() function or whether there is an alternative.
Date DepartmentCustomer 1/08/2014 3 A 1/08/2014 3 B 1/08/2014 2 C 1/08/2014 3 D 4/08/2014 3 A 5/08/2014 2 A 5/08/2014 3 D
With the first two values as criterias, I need to find the 3rd and 4th value Example: If I have the criteria as 30 and 1800 , I should get the result as 0.04and 3
I'm trying to get a count of unique values in column B when criteria matches for columns A,C and D. The worksheet I'm trying to complete looks like this:
2366 2005 T [number of corresponding unique values of B]
For example:
--D---C---A-B 2366 2005 T 2 (as opposed to 3)
A B C D T 655 2005 2366 T 656 2005 2366 T 656 2005 2366 W 659 2005 2367 W 659 2008 2369 W 659 2006 2370 F 659 2005 2370 W 660 2005 2370 W 660 2008 2371 W 660 2006 2371 T 660 2005 2371 W 661 2005 2372 W 661 2007 2372
What I am trying to figure out is how to populate cells N4:N5 and N8:N9 for unique locations by Fruit & Vegtables by Area A and Area B. I just have some basic data for this example as the spreadsheets are 30,000+ lines long.
I'm trying to get a count of unique values in column B when criteria matches for columns A,C and D. The worksheet I'm trying to complete looks like this:
2366 2005 T [number of corresponding unique values of B]
For example:
--D---C---A-B 2366 2005 T 2 (as opposed to 3)
A B C D T 655 2005 2366 T 656 2005 2366 T 656 2005 2366 W 659 2005 2367 W 659 2008 2369 W 659 2006 2370 F 659 2005 2370 W 660 2005 2370 W 660 2008 2371 W 660 2006 2371 T 660 2005 2371 W 661 2005 2372 W 661 2007 2372
I have a problem with excel that I have been trying to solve for the past 5 days! I have 2 tables (one with 500 rows, the other with 15000) that contain information about pipes.
The smaller table, Drift List, is to be used as a reference to fill up the bigger table. Here is how Drift List looks like:
