# Sum YTD Values With Multiple Criteria

Jan 31, 2013
I'm trying to sum YTD values which are in columns based on multiple criteria in order to get the data that I need. Here's a sample of my data:

A

B

C

D

1

Country

Month

Brand

Volume

2

A

Jan

Yellow

100

[Code] .....

Country YTD Brand Volume

A Mar Yellow ?

I'd like to get the Mar YTD Volume for Yellow in Country A and tried to use SUM and INDEX but can't seem to get it right.

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Mar 18, 2013

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")

[Code].....

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Feb 9, 2014

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.

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Aug 10, 2009

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.

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May 22, 2009

I am trying to search for multiple values in a cell with Multiple criteria.

E.g: Please find attached the sample excel data.

I tried using VLOOKUP which is not working as I am having multiple values in column A.

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Jul 16, 2014

Add Multiple Values Based on Criteria

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.

Here is the sample worksheet (Please click).

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Jun 12, 2003

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...

=SUMIF(D25:D107,Variables!A6,F25:F108) + SUMIF(D25:D107,Variables!A7,F25:F108) + SUMIF(D25:D107,Variables!A8,F25:F108) + SUMIF(D25:D107,Variables!A9,F25:F108)+ SUMIF(D26:D107,Variables!A10,F26:F108)+ SUMIF(D26:D107,Variables!A11,F26:F108)

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

What I have been doing is this...

=sumif(B1:B8,D1,c1:c8) + sumif(B1:B8,D2,c1:c8) + sumif(B1:B8,D3,c1:c8)

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..

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Apr 11, 2012

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.

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Oct 7, 2009

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.

ACEFK

ItemLife LeftTot CostBalRank

signs1 250 250 1

paint curb1 500 500 2

tree work1 2,500 2,500 3

landscape2 9,000 7,200 4

siding2 9,000 7,500 4

Here is my formula:

=IF(ISERROR(RANK(C8,C$5:C$105,1)+ SUMPRODUCT(--(C8=C$5:C$105),--(E8>E$5:E$105))),0,RANK(C8,C$5:C$105,1)+SUMPRODUCT(--(C8=C$5:C$105),--(E8>E$5:E$105)))

I've attached a file.

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Nov 15, 2006

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).

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Apr 6, 2014

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:

=INDEX(('RAW DATA'!$D$1:$D$20000),SUMPRODUCT(('RAW DATA'!$A$1:$A$20000=$D$1)*('RAW DATA'!$B$1:$B$20000=1)*('RAW DATA'!$C$1:$C$20000=3)*ROW('RAW DATA'!$D$1:$D$20000)))

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?

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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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Jan 15, 2014

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.

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Feb 5, 2014

I am attempting to count from a spreadsheet the reference number of a customer (numbers and text) based on two criteria.

1, If column G= Requested

2, Column I = Meeting

Count Row E

I thought a sumproduct was best and have started using it for the first time, I thought this should work but I keep getting a #NUM! error.

I have tried with numbers and it works but the non numeric aspect is difficult.

[Code].....

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Aug 13, 2014

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

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Aug 28, 2009

I have the following 'numerical values'

2510000.011

3010000.011

3510000.011.3

2518000.032.5

3018000.043

3518000.043.7

2530000.125.5

3030000.145.8

3530000.176.2

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

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Feb 25, 2009

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

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Oct 27, 2011

I have this formula to give me the number of unique locations and it works fine for cell J1:

=SUM(IF(FREQUENCY(MATCH($B$3:$B$22,$B$3:$B$22,0),MATCH($B$3:$B$22,$B$3:$B$22,0))>0,1))

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.

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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.

Here's an example of what I'm working with

Balance

Current

90

[Code]....

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Feb 26, 2009

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

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Jul 20, 2009

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:

Size NominalWeight WallThickness APIDriftDiameter AlternateDriftDiam.

5.5 14.00 0.244 4.877 7.625

5.8 14.88 0.253 4.915 ----

...

The other table, Pipe Database, Looks like:

Size NominalWeight WallThickness DriftSize DriftType

5.5 14.00 0.244

...

I have to fill up Drift Size using APIDriftDiameter from the first table, BUT if AlternateDriftDiameter is available, I have to use that instead.

DRIFT TYPE column has to indicate either API or Alternate (Depending on which one I have used).

Here are the two files:

[url]

[url]

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Nov 19, 2009

I want a total of column F based on criteria in column D and column K from the worksheet named in cell C9. I have put in the indirect function in the first part but am messing up the syntax in the second and third part of the formula. "Indirect(C9&" should be where 'Oct2009' is shouldn't it. Where am I going wrong with the following formula?

SUMIFS(INDIRECT(C9&"!$F$2:$F$11000"),'Oct2009'!$D$2:$D$11000,$C$1,'Oct2009'!$K$2:$K$11000,"YOKO")

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Dec 2, 2006

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.

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May 13, 2008

I'm trying to find the sum of a range of values based on multiple criteria, and the criteria is that the fields all have to be identical, then sum them. I've attached a brief example spreadsheet that has the fields

A=City

B=State

C=Values

What I want the formula to do is first find the range of all the matching states, then find the range of all the matching Cities within the states, and then sum the values based on them having matching city values.

I've been able to do that with one criteria using SumIf, I'm not sure if this will help paint an image of what I want to do:

=ROUND(SUMIF($B$3:$B$11,$B$3:$B$11,$C$3:$C$11),0)

But I can't figure out the way to do multiple criteria against itself. Most of the results I get from Google using multiple criteria are using a set few values, and I can't seem to figure out how to alter those methods to work with my situation.

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Apr 18, 2014

I have a table based on transport numbers who sometimes have doubles. Example:

Number Postcode Value1 Value 2...

106200 8500 10

106200 8500 5

106200 8600 6

106201 5500 4

106202 4000 1

106202 4000 1

So it works as following:

A transportnumber can have multiple instances of itself, such as 106200. This transport number can also have multiple instances where the postcode is the same. These are the rows i want to combine

So shortly:

Transportnumber double/triple...+ Postcode double/triple...= combine these rows.

if only transport number is double, or only postcode, then dont combine. I want it to combine 2 columns of values, one will b the kgs, other one a price.

So example of end result for 106200 would be

106200 8500 value+value (these 2 rows matched so it combined the 2 values i want it to)

106200 8600 value ( this was unique so it stays unique)

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Jan 21, 2014

I have a large sheet (several thousand rows and growing) - see a small cut of the data. The columns following on from this have a list of people's names, hence why a lot of the data repeats (as a number of people attended each program).

Program

Clinic Title

Start Date

[Code].....

formula that will automatically give me that answer?

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Mar 26, 2009

Column A would be Recipe Numbers, Column B the Planned Total.

I want to search column A for all matching recipe numbers.

Then, any recipes that match, look in column B for the planned totals, adding all incidents where they match.

Then the most difficult part, which just occured to me now.

I only need the Total Planned Total and Recipe name reported once.

Recipe#..........Planned Total

450................100

600................75

620................125

450................50

620................180

450................100

600................200

450................110

I will not be able to sort these lists.

If-Match-Sum? to display:

Recipe#............Total Planned Total

450....................360

600....................275

620....................305

I've researched for the first part... and it seems like Match will only find the first match and not look further? Am I wrong on this?

How to display the results hadn't even occured to me yet, since I was still trying to figure out how to GET the result.

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Nov 29, 2013

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.

Sample Workbook.xlsx

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May 21, 2007

I am trying to find the top two values per group based on multiple criteria. The list I'm working with is not sorted and would be better for it to not have to be sorted as on-the-fly sorts will likely often occur from the raw data and I wouldn't want that to mess up the results I'm looking for here.

As an Example, here's what I'm trying to do:

Make Model Rating

Ford Bronco 64

Chevy Corvette 94

Dodge Intrepid 83

Chevy Chevette 34

Dodge Viper 72

Ford Escape 21

Ford Expidition 53

Chevy Impala 67

Ford Fairmont 11

Dodge Dart 33

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Apr 30, 2009

I'm trying to figure out how to count by two criteria, only one of the criteria has a value among multiple values in a cell and the other is a range. I tried to use sum but it doesn't count the value and count doesn't recognize the range. I attached the file so you can see what we're trying to do.

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