DSUM Multiple Criteria - Return Data

May 22, 2014

I have attached a very simple model of a much larger BI report that we use. I have written a DSUM that returns the correct result in all cases other than when one of the criteria columns is blank. When one or more columns is blank, the result returned is 0 whereas I need it return all data (for e.g. if you remove "sains" from cell B2, I need it to still return data for person "b", "c" and "d" (i.e. 51 for Mar14)).

Attached File : DSUM (2).xlsx‎

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Dsum On Multiple Criteria

Dec 15, 2008

Ihave the following headings in a database. CSAMeeting DateMeeting typeCompanyInhouse Products/FundsJV Product 1JV Product 2VenueSales Manager2nd Manager (JP, KMcI SS)Inv. ManagerFilenote IssuedWorking DayNo. of AttendeesCancelledPack RequiredCompliance Required DivisionReason for no Compliance"Date sent to Compliance""Pack/Literature Used"Pack Path.

i want to use the Dsum to produce the total amount of managers met for a cvertain sales person for a certain type of meeting. I trued thr following but it is returninga #value =DSUM(A27:V1028,13,AND(3=$BH3,9=BI$2,12<>0)). where 13 applies to the number of managers column 3 is the meeting type 9 is the managers name 12 ensures that its only counted if teh meeting note is done.

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Dsum Based On Multiple Criteria

Dec 15, 2008

Ihave the following headings in a database

CSAMeeting DateMeeting typeCompanyInhouse Products/FundsJV Product 1JV Product 2VenueSales Manager2nd Manager (JP, KMcI SS)Inv. ManagerFilenote IssuedWorking DayNo. of AttendeesCancelledPack RequiredCompliance Required DivisionReason for no ComplianceDate sent to
CompliancePack/Literature
UsedPack Path

i want to use the Dsum to produce the total amount of managers met for a cvertain sales person for a certain type of meeting. I trued thr following but it is returninga #value

=DSUM(A27:V1028,13,AND(3=$BH3,9=BI$2,120))

where 13 applies to the number of managers column
3 is the meeting type
9 is the managers name
12 ensures that its only counted if teh meeting note is done.

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DSum Criteria ..

Mar 11, 2009

I have a list of data with salesperson and qty. (Excel 2003)

I am using dsum and it was working great until I add a new sales man who happened to be the son of another salesman.

example.
when I just had Bill Gates his total (DSUM) was fine.
now I added Bill Gates Jr.
since then Bill Gates totals now include Bill Gates AND Bill Gates Jr.
FYI - Bill Gates Jr. totals are correct.

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Dsum For 2 Different Criteria

Sep 20, 2006

I have a workbook with three diffrent sheets (and more, but they are not relevant here), each with its own webquery. After a query has been done I check with the OnChange- event, and that works fine. My problem is that I want to save the document after the queries has been done, but if I save it after the first one is done, the second and third queries are aborted. Is there any way to see if a query is being refreshed or not. If I can see that a query is refreshing, I can tell the macro not to save, and when the last one is done it will save there instead (I have no idea if its going to be the first, second or third query thats being refreshed last, as they take diffrent time to perform). I was thinking of something similar to:

Sheets("Sheet2").Select
If Not ActiveSheet.QueryTable.Refresh Then
Call SaveDocument
End If

Now, this doesnt work since the querytable doesnt have the refresh-propery to cehck, but its something like this I would like.

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DSUM Adjacent Criteria

Jan 5, 2009

You can see there is an equation for: The total profit from apple trees. The maximum profit of apple and pear trees. But, there is no example for the total profit from pear trees.

I have an excel spreadsheet that I need DSUM to work not only for A1:A2 (apple tree), But for A3 (pear tree), A4 (another tree), ext. But I don't want it to sum A1:A4 (A1 + A2 + A3 +A4), I just want A4's sum. Or from the example, I want just A3's sum for just pears, but when I put in A1:A3, I get the some for both apples and pears.

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Dsum With Variable Criteria

Nov 29, 2007

I'm trying to do a DSUM based on a unique reference number. As I have 500+ such numbers, I need to automate the criteria array based on the reference number.

This is as close as I've come:

DSUM('Income'!$A$1:$Q$37735,"US FREE AMT", LOOKUP(A2,Criteria!$A$1:$BX$2,OFFSET(Criteria!A1:BX2,-1,1,2,2)))

LOOKUP, of course, wants to return a value instead of a range, so this only works as far as getting me to the right cell on my criteria sheet.

How can I get a range 2 rows deep by 2 columns high from the results of a lookup/search?

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DSUM When Criteria Field Is Blank

Jun 1, 2007

I have a DSUM function with multiple criteria that are linked to user selections on a different sheet. If the user doesn't set a value for a particular field, the cell is blank and the DSUM should sum records with both blanks and non-blanks in that field.

Unfortunately, simply setting my criteria formula equal to that cell does not accomplish this. I've implemented an if statement to help but am having trouble defining a single criteria for returning everything.

Simply pointing to named range doesn't work for blanks and nonblanks when the cell is empty because it returns a zero: =SelectedValue

Criteria formula #1 I'm using: =if(SelectedValue="",="=*",SelectedValue)
Criteria formula #2 I'm using: =if(SelectedValue="",="<>*",SelectedValue)

When the SelectedValue cell is blank, these two formulas ensure that all records are summed. I would like a criteria that sums both blanks (=*) and non-blanks (<>*) without having to use two separate cells for the criteria. This gets unwieldy when trying to combine it with criteria for other filter fields.

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Dsum With Non-contiguous Range Criteria

Dec 28, 2007

Is it possible to use a non-contiguous range for the criteria parameter of the DSUM function? I want to do something like this. =DCOUNTA(wholesale_all,"Assignment Date",D2:D3,G2:G3) This formulas won't work the way I have it typed, but is there a workaround to achieve the same result?

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DSUM Formula With Varying Criteria Across Report Matrix

Sep 21, 2006

I currently have a report with so many large array formulas that it is virtually unusable. I want to use the DSUM formula in place of my array formulas but I am vexed in regards to creating a DSUM formula that I can put in the top-left cell of my report and then copy down to the bottom right side of my report. Currently, the array-formulas sum data from a large list when it meets two criteria -- one part of the data-record in the list must match the row label of the current row in the report and another part of the data-record in the list must match the column label in the current column of the report. I have found with the DSUM formula that you can use a "formula" criteria in place of a static criteria...the problem I am having is that the part of the formula that points to the data-set must be relative while the part that points to the formulas criteria needs to be static -- in order to be able to make one DSUM formula and copy it down and over I would need my formula criteria to have the opposite setup (with the data-set part static and the formula criteria as relative).

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Not Sure To Use Dsum Or Vlookup For Multiple Searches

Feb 27, 2009

I would like to ask recommendations whether to use DSum or Vlookup, in order to do multiple search.

We receive a flat file on a daily basis, which contains four (4) columns. They are Group, Team, Taskname, and Number_of_Employees. The first three columns have text properties and the last one has number property. We copy this sheet into our workbook. There are more than 1,000 rows. I name this tab, "TotalWorkersbyTask".

Each group (first column) has its own tab. We try our best to name each tab to match the name of the first column.

We would like to find the unique value, in order to put the correct Number_Of_Employees into the correct column on each sheet. However, the relationship per column is many to many, which makes it more difficult.

For example,

Group,Team, TaskName, Number_of_Employees

12GR, Robert, Analyze raw data, 2.5
12OV, Tim, Analyze raw data, 1.25
12OV, Bob, Prepare reports, .85
16CJ, Jim, Prepare reports, .50
1008, Mary, Analyze raw data, .25
............

Each tab, such as 12GR, will have the task name on the line "Analyze raw Data" which matches the information "TotalWorkersbyTask" tab.

The problem is, if I do a Vlookup for Taskname only, only the first value of 2.5 will return in to the Number_of_Employees column.

For the tab of group 12GR, the logic supposes to be -> if the group is 12GR, and the name of the task equal to the one appeared in "TotalWorkersbyTask", return me the value of 2.5 in the specific row. With the same logic, on the tab 12OV, the same task name should return me the value of 1.25 as well.

As you see from the example, line 2 and line 3 are the tasks in the same tab, from the flat file received.

Then, this formula can be copied and populated into other rows and other sheets as well.

*********************
Questions:

1. Is there anyway to write the formula to gather the required information? My thought was using the Vlookup. However, it can see only one column.

2. Do I need to rename all the tabs to match the name of the first column received from flat file in order to make it more efficient? (In the present, there are some tabs that match the name, such as 12OV, and some tabs are something like ->Engineering, Research, etc.)

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Feb 1, 2012

Worksheet 1: In column A I have a people's initials. In coumn B I have text boxes with miscellaneous text. (The same person could have multiple rows within this sheet.)

e.g.
AAA blue
BBB orange
AAA round
CCC smelly
AAA elongated

Worksheet 2 I want to show:
A2 = initials, B2 = first text box associated with that person, C2 = second text box (different row) associated with that person (if applicable), D2 = third text box (different row) associated with that person (if applicable), etc.

e.g.
AAA blue round elongated
BBB orange
CCC smelly

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Mar 3, 2009

i have a file (attached) with a price for zone and weight. I want to look up the zone, look up thge weight and return the correct price.

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Feb 3, 2011

I've a two column dataset with one column for person name and one column for sales.

I'm trying return the nth largest value where the person name equals the value in a referenced cell.

My dataset may grow or shrink over time so I'm trying to avoid array formula.

Basically I'm looking for something like the below that actually works.

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Jan 10, 2014

I would like to return the value in column D (Store Name) that corresponds to the Max value in column N (Units Still Required). However, this Max value must meet certain criteria. That is, the State (column J) and Style Code (column Q) must be the same as that of the row being considered.

I have tried the below formula, and it appears to work the majority of the time, however, occassionally it does not adhere to the criteria (i.e. same State and Style Code).

For example in cell M7:
=IF(L7=0," ",INDEX(D$7:D$999,MATCH(MAX((IF((J:J=J7)*(Q:Q=Q7),N:N))),N$7:N$999,0)))
CTRL + SHIFT + ENTER

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One Criteria - Return Multiple Records

Jan 16, 2009

I have a spreadsheet with multiple columns and rows of data. I want to be able to type in a criteria and all the rows containing the criteria are called up. For example
Col A Col B Col C
Row 1 Apple Fruit 12
Row 2 Banana Fruit 15
Row 3 Carrot Veg 13

I want to have a cell on another sheet in which I can place a criteria, eg Fruit, and then the entire row 1 and 2 are displayed on the second spreadsheet.

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Jun 9, 2014

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

=IF(ROWS(A$9:A9)>$A$5,"",INDEX(Data!A$2:A$387,SMALL(IF((Data!$A$2:$A$320>=$A$2)*(Data!$A$2:$A$320<=$B$2)*(Data!$B$2:$B$320=$C$2),ROW(Data!$A$2:$A$334)-ROW(Data!$A$2)+1),ROWS(A$9:A9))))

test1.xlsx

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Nov 10, 2009

I have been working on a variation of this for a long time and I cannot get it to work.

I am trying to depending on the textbox selection get the proper ROW from DEALLIST to show up.

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Return List Based On Multiple Criteria

Mar 13, 2014

I have a spreadsheet with several hundred line items that I basically want a summary of.

STRINGS CRITERIA OTHER
string1 criteria1 other2 <---disregard because of other2
string1 criteria2 other1
string1 criteria2 other1 <---disregard because it is a duplicate
string2 criteria3 other1
string2 criteria3 other1 <---disregard because it is a duplicate
string2 criteria2 other2 <---disregard because of other2
string3 criteria1 other1
string3 criteria1 other1 <---disregard because it is a duplicate

I need the formula to return the value in STRINGS & CRITERIA, but I do not want it listing duplicates.

-I need the summary list on a separate sheet
-STRINGS, CRITERIA, and OTHER are all strings
-STRINGS are in alphabetic order
-CRITERIA are listed in groups with regard to their STRING, but not necessarily alpha-order
-OTHER are not in any particular order, but there are only two choices for OTHER
-OTHER: if OTHER=other2, it should not be listed in the results

RESULT

STRINGS CRITERIA
string1 criteria2
string2 criteria3
string3 criteria1

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Return Result Based On Multiple Criteria

Sep 19, 2009

I have been trying this for hours but to no avail.

I have a table with 4 columns headers
Name, Amount, Loc and Code

The name may look like ABC 1, ABC 2....
The Loc may be in US, GB...
and the Code may be AA, BB

I need to return a result "Y" if the sum of the amount is > 100
and "N" if the sum of the amount < 100 based on the conditions
of the following :if

1) Name is the same entity, such as ABC 1 and ABC 2 and
2) Loc is the same, US..and
3) Code is the same

I have attached a sample to illustrates the result

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Oct 26, 2011

I'd like to return multiple rows with two matches on criteria (ID and First Term). I'm able to return all grades for a given ID but do not understand how to get the second criteria, First Term, in my statement.

=INDEX($F$2:$F$12, SMALL(IF($A16=$G$2:$G$12, ROW($G$2:$G$12)-MIN(ROW($G$2:$G$12))+1, ""), COLUMN(A1)))

Code reflects the ALL GRADES data below.

TERM SUBJECT NUMBER CRN CREDITS GRADE ID
1 Biology 301 12345 4 B 123456
2 Biology 302 23456 4 B 123456
3 Biology 303 34567 4 A 123456
3 Biology 338 65432 4 C+ 234567
3 Biology 338 54321 4 A 345678
1 Biology 336 43210 5 B+ 456789
1 Biology 337 43210 2 A 456789
1 Biology 338 65432 4 B+ 456789
1 Biology 301 12345 4 A 567890
2 Biology 302 23456 4 A 567890
3 Biology 303 34567 4 A 567890

Row Labels Min of TERM Count of GRADE First grade All grades
123456 1 3 B B B A #NUM! 234567 3 1 C+ C+ #NUM!

345678 3 1 A A #NUM!

456789 1 3 B+ B+ A B+ #NUM! 567890 1 3 A A A A #NUM! Grand Total 1 11

* Need all grades where TERM = Min of Term

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Dec 1, 2006

Please see the attached sheets.

Here's the issue:

On sheet "master" I have a list of goals in column A.

Each has been assigned to at least one person. Each person will have their own sheet that will capture the goals assigned to them. As an example, see Al's sheet.

I am trying to get Excel to look for all of the goals assigned to AL on the Master sheet and list them nicely onto AL's sheet without out blank rows. (and for each, respectively on their own sheet). I could do this with Pivot Tables if the data were displayed differently, but I have been told that I have to display the goal assignments as shown.

I could use "x"s instead of their names to mark the assignment and I could combine the "goal-achieved expectations" and "goal #s" columns if it helps. I am not supposed to use filters either.

Note: Of course, a goal or an assignment could change on the master sheet, but the assignment is more likely to change.

how this done for AL, I can go ahead and create the other sheets.

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Jan 31, 2008

I am developing Spreadsheet that you will enter a list of parts that you need. it will have many columns but only 4 are vital to the check. this will be generated for each project.

With each part i want to then look up in another file that is a list of all the possible parts you can have with there cost. this file will be standard for everything and it will be updated from time to time.

now not all the criteria to look up will be exact matches.

here is an example

code temp/pres rating diameter material
GLV 4500 15 16Mo3

in the other file we will have multipu entries for GLV with different values.

code temp/pres rating diameter material Cost Reference
GLV 4500 20 16Mo3 400 aaa1
GLV 5500 15 16Mo3 350 aab1
GLV 5000 15 16Mo3 300 aab2
GLV 5000 15 13CrMo4-5 600 acb1
GLV 5500 15 13CrMo4-5 600 acb2

For Code i need it to match (there are lots of codes even including variations like GLV.)
For Temp/pres rating i need it to be equal or higher to the value
For diameter i need a match
for material i need a match.

so as you can see from the list above there are 2 options. so then i want it to return the cheapest.

that is step one.

step two is to repeat it for multiple list of parts.

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Oct 6, 2008

I've been using the DSUM function to pull in data from another worksheet.

In brief, the problem is that when I Cut & Paste the formula from C7 to C8, I want the Column reference to change but not the Row reference.

If I copy across the Columns then the result is OK – e.g. The Formula will change from…

#=DSUM([HBAP_SHUTDOWNS_2008.xls]NWM_SuccessfulShutdownsByDepartment!$A$4:$E$2924,"Total",'Calculations Page'!A$17:A$18)#

To…

#=DSUM([HBAP_SHUTDOWNS_2008.xls]NWM_SuccessfulShutdownsByDepartment!$A$4:$E$2924,"Total",'Calculations Page'!B$17:B$18)#.........................

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Jun 5, 2008

I am trying to lookup two distinct values in two columns (turquoise and green) in 'Cust data' tab and correlate them to the same values in two columns on 'Driver activity' tab, then return a result from column in yellow on 'Driver Activity' tab to populate the driver name in yellow column on 'Cust data' tab.

File is attached.

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Jul 16, 2012

I'm trying to figure out how to write a VBA Match function that can look for multiple criteria and return the row number of a successful match.

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Jul 8, 2014

I'm struggling to come up with a formula that ill give me the following:

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Dec 19, 2013

I can manage an array formula that returns a value based on a criteria. Simple. But I want to add in an additional couple of criteria. Now I'm stuck....

My sheet looks at a manually entered postcode, finds out what region this is in, and returns a list of postcode I have defined as being in that region. (So the postcode WF1 3JY would return a region of Yorkshire, and list postcodes of WF, BD, L, etc)

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Nov 28, 2012

Attached is a sample workbook, but essentially what I'm looking to do is automate the process of searching through a data set where the value of interest (in this case, names) often has multiple entries, with different values attached to each instance.

I would like to be able to get a list of all values in a given column that match a specific name in another column.

Currently I'm using a basic INDEX/MATCH search just to see whether the data exists at all, but that's only half of what I have to do here, and I'm totally stumped on how to get a comprehensive list of all matches.

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CPT Sample Book.xlsx

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Apr 8, 2013

Here is an example of the data I get each day Letter order granting Sabine Pass Liquefaction, LLC's et al 4/16/12 request to add an alternate water source etc under CP11-72.Letter order granting Cameron LNG, LLC?s 4/5/13 filing of a request to introduce natural gas or process fluids into the BOG Liquefaction Project under CP12-15.Letter order accepting NorthWestern Corporation's 8/7/12 submittal of revisions to its transmission planning process to comply with the Commission's June 8, 2012 Order under ER11-2932.Letter order approving Public Service Company of New Mexico's 12/7/12 filing of a joint Offer of Settlement with Navopache Electric Cooperative, Inc under ER11-4534 et al. How can I set up my spreadsheet and what formulas can I use to search and return a value for each text string based on the attached table (column B)?

E3a7qta.png

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