Matching Categories And Summing
Oct 28, 2009
The ones we need to focus on are Columns A,C, H, and AG. Daily this sheet ‘Raw’ will be filtered and data sent to sheets 100,200,300.
In the Raw sheet we have many rows of data, but when this is transferred to the other sheets we will only see one row of data in each sheet.
1. The Date from Cell(C2) should be copied to Cell ‘A3 or next empty cell on column A’ on all 3 sheets(100,200,300)
2.In Column A there are 3 accounts – 101,201,301
If Column A value = 101 then send the corresponding Column H (P&L) value to Sheet”100”, If Column A =201 then send to sheet ‘200’, If 301 then to sheet ‘300’
Now that’s not quite what I need, the Column H values in some cases have to be added up – by category. You can see this on sheets 100 – 300. Columns B to K on Sheet(100) have the different categories of products. What I want is a code that would go through Column AG in Sheet(Raw) match the category name to the category name in the Range(B2:K2) and copy the P&L figure (Column H value in ‘Raw’) there.
e.g. I need all the rows pertaining to account 101 with the same label ‘Interest Rate’ to have the P&L (Column H) added up. So I would get the value 188760 in Sheet ‘100’ Cell D3. (I just added H2,H3,H12,H13) ...
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Apr 7, 2009
How do I summarise the attached table. I want to have a drop down menu in the MONTH cell (B13) that summarises the month nominated. Also a drop down menu in CATEGORY that I choose (B14). The value of the category in any particular month is totalled in B15.
I know how to create drop down menus and how to define ranges - just not sure of the formulas to use in order to get the correct answer in cell B15....
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Jul 22, 2014
I am trying to create an inventory control system that keeps tracks of what's in bins based on additions and subtractions to the bin. I am hoping to generate a summary output of bin contents based on the transaction list. I know how to do this using pivot tables, but am looking for a VBA or excel function solution since I will have hundreds of bins and thousands of transactions.
Bin number
Product Code
Pounds
1
A
50
1
A
-25
[Code] ......
I want to have the following table auto generated.
Bin
Product Code
Sum Quantity
1
A
25
1
D
75
[Code] .......
I'm using an array formula right now, but it is proving to be extremely slow.
=IF(ISERROR(INDEX('Harvest Generator'!$E:$I,SMALL(IF(LEFT('Harvest Generator'!$E:$E,LEN('Harvest Generator'!$E:$E))=LEFT(B$3,LEN(B$3)),ROW('Harvest Generator'!$E:$E)),ROW(1:1)),B$2)),"",INDEX('Harvest Generator'!$E:$I,SMALL(IF(LEFT('Harvest Generator'!$E:$E,LEN('Harvest Generator'!$E:$E))=LEFT(B$3,LEN(B$3)),ROW('Harvest Generator'!$E:$E)),ROW(1:1)),B$2))
Where Harvest Generator is the sheet where my table is on.
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Feb 8, 2014
We have a table that records payment dates and amounts ... and it categorizes how the payment was made. See attached file to understand the process.
Column A records the payment date. Two or more payments can be recorded for the same date!!!
Column B records the amount of payment.
Column C records the method of payment (OL or LB or CC or CK).
Here's what we need:
On a given date (cell J4), we need to match any dates in Col A ... and we need to SUM all payments that match that date .... and the SUM needs to be based upon the method of payment (OL or LB ...) and values stored respectively in E4,F4,G4,H4 (or left blank if no date match).
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Apr 5, 2007
I have an excel sheet which displays the data in the following format:
(See image attachment). This is just an example of the way the master list is formatted. The master list has over 18,000 lines. Basically, there's a project name, resource name, and number of hours worked for the project within that work week. I've been trying to figure out a way to create a formula or macro to search all these names and add up the hours of the duplicates.
I need excel to search this list of names and total up all hours for each matching name and place each total value on another sheet. For example, Ken Craver has 8 occurances within the week of 1/21/2007 (from project 1 and 25) and his total hours = 31. So the value 31 should be calculated because all the hours associated with Ken Craver add up to 31. Then excel should scan another sheet which has a list of resource names and once it has found the matching name on the other sheet, it will place the value 31 in the column next to the name.
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Feb 25, 2010
Could somebody please suggest a formula that will sum values at each change in category?
I've played around with a pivot table, but for this it really doesn't fit.
Column A is the category and there are totals in column B for each entry.
The only place I need a formula is at the change in First and Second...so for any second all of the third's plus that second and for the first everything below.
Attached is an example with outcome in column C
xxxx First
xxxx Second
xxxx Third
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Mar 11, 2013
Is it possible to make a ComboBox with categories. I have provided a sketch below of how I want my ComboBox to look like. I don't want the user to be able to click on "Fruits" or "Vegetables", but they should be able to select any of the other options.
ComboBox.png
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Aug 1, 2014
I have 10 years from 2003 to 2012 and need to divide this into 2 categories pre-cisis and post-crisis. How can I do that?
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Aug 1, 2014
I am working on my thesis empirical part now I have 10 years from 2003 to 2012 and need to divide this into 2 categories pre-cisis and post-crisis. How can I do that?
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Mar 17, 2014
I want to average cells in different columns which meet a minimum criteria, i.e. > 2.0, from specified categories list in the first column. Example: I want to select a category listed in column A and average the numbers listed in columns C and F for that category which meet a minimum threshold.
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Jun 9, 2006
I have a given set of data. Each row of data fits into one of 7 different categories. Besides doing a simple filter to be able to pull out a certain "category", how can I do this differently? Is there a code/macro process I need to go through? Basically what I need to do is find a way to group these categories together, so that someone searching for a certain category can easily pull it from the data.
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Dec 29, 2013
I have a series of up to 40 or so entries for given dates. These entries are categorised by either "bid" or "offer" and I'm trying to find a way to chart them both using a pivot table. I'm stuck as it seems that a pivot can only count the number of bids and offers on any given day, but it cannot differentiate between them.
Note: that the original list the pivot depends on will constantly be updated so I can't just develop a custom chart.
I've attached a spreadsheet with an example of what I'm playing with. Pivot graph is in "PIVOT" worksheet, data is in "DATA".
pivotland.xlsx
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Apr 14, 2014
I have a file and it has a table on it with 2 categories.
what i want to do is select a color in the first drop down list and than in the second only select the items that match the color i have previously selected.
Is there anyway to do this with named ranges because i would like to index everything in a table.
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Feb 8, 2014
I have a small online business and am slowly learning Excel to keep my records. I looked at Quickbooks and I think that it just a little too complicated for my needs, besides I like excel better.
The spreadsheet I want to make is how can I summarize the different categories, shipping, travel, EVSE, Wire, or whatever I come up with in the future from a daily expense spreadsheet. I guess the summary should be on another page.
I also guess I can make up a total also of the companies I buy from...
I've attached a beginning daily expense spreadsheet with some entries.2014 costs.xlsx
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Nov 6, 2008
1. I would like to be able to play with it by choosing different categories, sub-categories etc (adding different ones etc.). I tried pivot table but to get this data in pivot table format is a very time consuming task to start with.
2. The sample file has only one month. I get this type of data every month. So have to annualize using other months etc. I could get different months in a column also. So for example column d could have Jan, Feb, March etc. for row of data. But that would mean I will have 1922 * 10 = 19220 rows. And when I update this every month row reference from formulae (If I had formulae) will need to be updated.
I have the flexibility of getting this source data rearranged little bit but not too much flexibility there.
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Jun 22, 2013
I have a column of numbers that look like this: 111222111222111 and I need them to look like this: 111 222 111 222 111. The numbers are all random and not 111222.
Then I have a second column with numbers like this: 11112222111122221111 but they need to be like this: 1111 2222 1111 2222 1111.
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Nov 1, 2009
I am building a tracking list for several items and have categorized them
Software
Hardware
Networking
I will have several of these and the list keeps getting bigger. I have a table above the list that summarizes these catergories and the count of them. How can I count each categorie and so that it updates each time I add one.
The formula would have to sumproduct or determine what categories are there and how many (unique list) and update when I add one.
Currently its a manual process of creating a unique list and doing a countif.
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Apr 28, 2014
I have a list of customer satisfaction scores that are pulled in from a sharepoint list. The list is then used to create a pivot chart that is used in a web part on a dashboard in sharepoint. The chart is supposed to show average customer satisfaction scores per category per month.
The problem I have is that I can't filter the categories using a slicer, I can only filter the categories' values (i.e. the scores). I can filter by date though.
When I try to filter the various score categories/series (Support, Change Management etc) I only get the option to filter their values i.e. 1,2,3,4,5.
I want to be able to use a slicer or similar to be able to display either all of the series or just selected ones.pivottable.JPGpivotchart.JPG
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Apr 25, 2014
I have two columns, in column A will have four or five categories repeating randomly, in columns B will have unique names.
What I would like to do is to define categories as a column names in a table and then to automatically fill that table with the data from column B depending on category.
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May 10, 2014
Drop list. First of all I have sheet with all my data and i have define the name of each table.
I have about 15 categories table and a table with min 2 and max 100 items in each category.
I have made in a different sheet a drop list for my categories. Near this list i made another drop list with the items by using the formula =indirect() to arrange my items by categories.
The problem that i have is:
- Some categories they have many items and is difficult to find some items. i need to put a formula to put some letters and find what i need easily (easy searchable).
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Dec 17, 2013
Formula that can calculate % of total for individual items. For example,
Item NoCategorySales% of total
1234Bed150
5678Bed100
1547mattress52
58658mattress188
12356bed12
8954mattress185
I need to find out each item % of total per their own category. For example item 1234 should equal 150/(Total Bed) to get % of total per category and item 1547 should equal 52/(Total of mattress)
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Aug 18, 2009
I have a list of about 700 guys with their names, ages and a coolness factor between 1 and 10. I have different categories that I want them to fit into based on their age and "coolness". The charts at the top of the sheet I've uploaded. Ages are on the top and their coolness rating is on the side. So for instance if somebody is 27 and has a coolness of 6 they would be lumped in the World category. How do I create an IF command that would automatically list what category they're in based on age and coolness?
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Sep 1, 2009
I have a column which lists total spend by vendor. I am using the sumif formulae to sum spend in certain categories, for example spend greater than £500,000. I would like to use two criteria, for example greater than £300,00 but less than £499,999. I am also using countif to get the number of vendors in each range of spend. How do I adapt my current code of "=SUMIF(D2:D1463,">300000",D2:D1463)" to look at greater than £300,000 but less than £499,999. I'm sure this is simple but like most things only simple if you know how.
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Apr 6, 2012
I have a column that has subcategories, and I would like to create a new column that would group those subcategories into categories.
Is there a formula that once it detects a certain word in the subcategory should give a certain category name that I choose?
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Oct 4, 2013
Using Excel 2013. I have a pivot chart with date as the x-axis, 1 y-axis series on a Primary and 1 series on a secondary axis. My pivot table is sorted in descending order by date because I need the most recent date on top. To chart the date in order from left to right, I've turned on Categories in Reverse Order .
1. When hovering over the data points on the primary series, the date is reversed. Example: the data point Jan31 says Jan1.
2. The bigger problem is the series using the Secondary Axis is plotting Jan31-Jan1 instead of the Reverse Order .
Is this a problem with Excel or is there other options that I can try to correct all this?
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Mar 17, 2008
I can not get my Pivot Chart to count, sort and categorized my data. I have included a sample file for your viewing. I basically want the data in cells C2:E18 counted, sorted and totaled by categories and locale. I thought the pivot charting was simple, but I'm having quite a challenge with this one. The pivot chart data should reflect as my sample indicates in cells E24:K27
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Jan 20, 2013
My task is to combine two large databases into one spreadsheet by extending the number of columns. The data from each database is 90% matching based on an identification number, however occasionally there are additional rows or unmatched identification numbers that need to be kept for analysis.
When this happens, there needs to be a blank row inserted to represent the missing data in the rest of the corresponding row.
I am having trouble finding a quick way to do this because I have approximately 12,000 rows (and columns up to DV when combined).
for example:
p1
data
data
data
data
p2
data
data
data
data
[Code] .....
needs to become:
p1
data
data
data
data
[Code] .....
I am guessing I will need a macro of sorts, So far I have made one column that tell me if the ID's are matching or not (1 or 0) and if they are not matching (0) I manually insert the rest of the row that is missing or make space for the duplicate data (which needs to remain).
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Nov 19, 2009
programming 2 macros in a bank reconciliation sheet I am trying to create.
Basically the data consists of two sets: the ledger side and bank side. Both sides consists of multiple columns that include date, description and amount.
The following two situations can occur and which need to be covered with a macro.
Many to one matching
When we make payments to say 100 different suppliers at once, the ledger side will show 100 lines with the different amounts. However on the bank side it will only show one line with a total amount for the transaction. As the description on the ledger side is the same for all transactions done at the same time, it should be possible to have a macro add these lines and compare the total with entries on the bank side. Once a matching amount has been found, the macro should place an ‘x’ next to all entries on the ledger and bank side, in order to show that these transactions have been reconciled.
Partial cell matching
In this case we are only dealing with one line on both the ledger and bank side. The issue is that the description does not always perfectly match with one another. The ledger side might say ‘Brown Corp.’ and the bank side might say ‘Brown Corporation’. I want to come up with a macro that can recognize this partial match and still reconcile the lines by placing a ‘x’ to both the ledger and bank entry. The match however should be done with a combination of description, date and amount as several different bookings might be done for the same supplier in the same month.
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Aug 20, 2014
I need to expand on this formula.
I require a formula that will break down daily hours worked into rate categories eg Normal Time, Time & Half, Double Time.
eg. Column E = Total time worked
Column F = Normal time
Column G = Time & Half
Column H = Double Time
What I would like to do is enter hours into Column A and a formula in Column B will split of hours to a maximum amount of 7.6hrs then the remainder of the hours be placed in Column C to a maximum of 2 hours and Column D, no maximum.
These are the formula I am currently using
column B
=MIN(E2*1,7.6)
column C
=MAX(MIN(E2-7.6,2),0)
column D
=MAX(E2-9.6,0)
I would now like to be able to split the hours over 3 rows x 3 columns
Example 1
Row A B C D
1 3 3 0 0
2 5 4.6 .4 0
3 2 0 1.6 .4
Example 2
Row A B C D
1 6 6 0 0
2 21.6 0.4 0
3 0 0 0
The total hours in Column B cannot exceed 7.6 hrs
The total hours in Column C cannot exceed 2 hrs
There is not maximum for hours in Column D
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May 29, 2014
I have a pie chart on a pre-defined table with 15 categories where the data will populate over time (presently only 3 are populated) in descending order. As some categories will be blank/zero for a while, I'm trying to find a way to avoid showing the blanks/zeros on the pie chart. As I am trying to display the legend on the pie chart segment, any zeros cause the remaining labels to appear grouped together and rather messy. I would therefore like to hide the zero data from the pie chart so the labels do not appear, or to automatically extend the range to only include all non-zero values.
I found the following formula which, when used as a named range, automatically extends a list for data validation:
[Code] ....
I don't know whether there's a similar formula or whether a few lines of VBA are required to run whenever the chart or data worksheet are selected..?
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