Summing Data From Multiple Workbooks Based On Multiple Criteria
May 14, 2014
I track distribution using 1 workbook for each sales rep. Each workbook has a separate worksheet (scorecard) for each of their locations showing which of our products are used in that location, for various functions. Each of the locations has a segment (bar, nightclub, casual dining, etc.), and a class (AA, A, B, etc.). All of the scorecards are identical, and are in the same file folder on our shared drive.
Sample:
Location A Class:AA Segment: Sports Bar Rep: John Smith
Product: Product X Product Y Product Z
Well: 1 0 0
Back Bar: 0 1 0
Cocktail Menu: 0 1 1
I was unable to find an HTML maker so this is not an actual sample but what I'm looking at. The above data indicates that for location A (Sports Bar, Class AA), Product X is used as the well, Product Y is on their back bar and their cocktail menu, and Product Z is not used at this location at all.
I need to set up an analytic workbook where I can sum data based on multiple and grouped criteria, and for multiple reps ie- display a scorecard that shows totals for nightclubs and sports bars, class AA, A, and B, for a particular rep; OR display a scorecard that shows totals for nightclubs, class A for a group of reps. Ideally I would like to do this using drop down menus that allow the user to select multiple criteria in each of the drop downs, having the data auto-populate based on those selections.
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Sep 22, 2009
I have a table of data: - In cell A1: to C7
A B C#Group Aug-091Merchant Bar2002Plate3Structural - HR1004RHS5Plate3006Structural - HR300
What I would like is a formula that sums up column C if Column B of that row is "Plate" for example
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Feb 23, 2012
Excel 2007. I have an Excel file that contains a data dump from an external database file with numerous analytical sheets that perform calculations. Some of these calculations utilize the SUMIFs function that was introduced in Excel 2007. This function does an outstanding job of summing a column on the data sheet based on multiple criteria.
However, someone high up in management in my organization would like to "drill down" into the data behind the
SUMIFs formulas to get a quick snapshot of the lines in the database that roll into the
SUMIFs formula. =SUMIFS(DataBase!E:E,Data!A:A,C7,DataBase!B:B,D7,DataBase!C:C,E7,DataBase!D:D,F7)
If I double click on a cell with the formula above, Excel takes me to the Database tab and selects Column E which is close, but not exactly what I need. What I really need is for Excel to only show the rows on the database sheet that make up the total in the SUMIFs formula and not the entire data dump from the database.
At present, we have to manually apply the autofilter on multiple columns to show the rows in column E that make up the total in the SUMIFs formula which is a tedious and time consuming task. Is there a way to force Excel to do this? Suggested custom database application or pivot tables, but we do not want to reinvent the wheel.
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Jul 18, 2006
I have a lot of paperwork that needs to be entered into Excel. When I finsih entering the data, there will be many workbooks containing many different worksheets. I know how to summarize each workbooks but is there a way I can add specific columns in each of those summary sheets into a new workbook? I guess the question is can I sum data from different workbooks into a new workbook?
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Mar 6, 2013
I have been trying multiple SUMIFS and SUMPRODUCT formulas to try and revamp my budget spreadsheet. My first criteria is the month being a certain number (contained in a column), if that condition is met it needs to look for the account number I am budgeting for (row heading) and if it matches both criteria I need it to sum the Column that has the row heading of the account number. I have succeeded in doing a SUMIFS and manually finding the column that has the heading of the account number I am looking for, but I would like this to be an automated process so I can copy the formula. Below is the data I'm using (a very, very small portion of it), and the results are how my budget sheet is going to look. These will be on separate tabs in the workbook.
EX: For July electric revenue (44211) I need my formula to: (if the Month column=7 & if the Account Code row heading=44211, sum the column that has the heading of 44211). So far I cannot get this to work.
DATA
Account Code
44211
44215
[Code]....
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May 14, 2013
I have a table that looks like the following, only it's actually much larger:
_Red Blue Green Blue
A 2 4 2 3
B 5 2 1 1
C 3 1 2 5
D 2 3 4 2
As an example, I'm trying to sum all cells that match Blue and C. The answer should be 6, but I always end up with either zero or #VALUE.
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Aug 27, 2009
Column A: Start Date
Column B: End Date
Column C: Ethnicity Code (letter and number such as B1)
Column D: Hours
What I need to do is work out how many hours each ethnic group did in a specific month.
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Apr 23, 2009
I'm trying to sum a criteria of all M's in one column that are x's in a different column, throughout multiple worksheets.
I'm able to get the summary number for 1 worksheet using the below formula (*W1 is the worksheet name); however, how do i encapsulate all the worksheets (lets say W1 through W10), please note that some of the worksheets have different ranges (meaning, not all are from Row 2 to 6)
=SUMPRODUCT(--(INDIRECT("'W1'!C2:C6")="M"),--(INDIRECT("'W2'!D2:D6")="x"))
I tried to replace W1 with W1:W10.
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Jul 31, 2013
I have a worksheet with the following columns:
Brand
UserName
FirstName
LastName
Email
[Code]....
This is a relatively long list - 1000's. What I'd like to do is create a macro that sorts by brand, and at every change in Brand, copy the user details (Username, firstname, lastname, email) to another workbook with those labels at the top of the table. Upon completion, it saves the workbook with the name of the appropriate brand.
E.g. I'd have 3 workbooks:
- BrandA.xlsx - with the 2 user listed
- BrandB.xlsx - with the 1 user listed
- BrandC.xlsx - with the 1 user listed
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Nov 18, 2008
I am trying to review a cell range for a specific criteria, and then sum up another cell range if the criteria matches. Here are the formulas I have typed in - there are two columns I am trying to calculate using the same formula, they are next to each other:
=SUMIF('MASTER POINT SCHEDULE'!I2:I841,"0ACA101",'MASTER POINT SCHEDULE'!O2:O841)
=SUMIF('MASTER POINT SCHEDULE'!J2:J841,"0ACA101",'MASTER POINT SCHEDULE'!P2:P841)
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Aug 5, 2008
I am in need of creating a User Defined Function in Excel that will sum numeric values based on two text criteria. I have a large set of data in an Excel worksheet that includes a column for " Market Type" and a column for "Location ID". I would like to develop a User Defined Function that allows a new or inexperienced user of the template to use the User Defined Function to select first a "Market Type" then select a "Location ID" and get the sum of the amount those values represent. A SUMPRODUCT function in Excel works for this, but can be awkward or intimidating for a new or inexperienced user. For that reason, I am specifically looking for a User Defined Function that will simply the formula for them while at the same time maintaining the degree of accuracy I need.
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Apr 16, 2014
I have created timesheets for employees that work in our shop. Our company manufactures products for different industries, such as mining, wind power generation, general industrial applications, and so forth. I modified some time sheet templates I found for excel to accommodate our company's actions. Each employee has their own workbook, in which the months are separated into different worksheets. Each sheet is divided further into weeks and in each weekly section the areas of information are divided as follows:
A / B / C / D / E / F / G / H / I / J / K / L / M
Work Sector / Workshop or Fieldservice / Scope of Work / Job # / Reg or OT / Mon / Tue / Wed / Thu / Fri / Sat / Sun / Total
There are 7 workbooks (one for each employee), each with 12 sheets (one for each month). I want to create a master sheet that will pull information from everyone's timesheet if they worked on a particular job. In other words, I would like to type a job number into a cell, then have excel look through everyone's timesheets and pull over only the rows of information that contain that job number
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Jul 12, 2014
I need a macro that would consolidate all data in multiple worksheets of multiple workbooks in one Master file.
All the workbooks will be in one particular folder. The macro should search for data in all the workbooks and consolidate it in one master excel workbook.
I am currently using both excel 2007 and excel 2010. This macro would really reduce manual work as currently consolidating data from 45 to 50 sheets takes an ample amount of time...
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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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Jun 29, 2014
I have a directory which contains many files, they are all names based on their locations. eg. Burwood-File1.xls,Burwood-File2.xls,Burwood-File3.xls etc
I have a master that which will contain the branch in the first column.
I have defined the directory location in a separate sheet as well as email template.
When I click on the Send Email button I want ti to attach the files that match the Branch name.
The Branch list will constantly grow.
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Feb 24, 2014
Im struggling to find a formula to populate cells based on values to be checked in two fields (ICODE, COMPANY) as shown below.
In the example here, all records where ever the ICODE = 49, i need to populate the fields(columns) AD1,AD2,AD3 or AD4 with the product name of the same company where the ICODE <> 49. There could be between 1-7 products per company.
CURRENT SHEET
ICODE PRODUCT COMPANY AD1 AD2 AD3 AD4
89PENS ABC STATIONERY CO LLC [code]....
The attached example file may be a better alternative to view this problem.
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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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Feb 11, 2010
I have been trying to search an array and cannot find the correct combination of functions to get the information I want. I might need a macro to do this but I will try anything. Here is an example:
1 A 1
1 B 2
2 A 3
2 B 4
3 A 5
3 B 6
I want to search for 3 and A and return the value in the 3rd column. I have tried several functions but cant figure out how to make sure I get the correct value in the 2nd column that corresponds to the value in the 1st column.
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Mar 30, 2009
I need to remove any rows containing "EEE" in the size column.
I also need to remove any discontinued ("D" in the "Type" column)styles that are currently not in inventory. For example 05-5490 does not have any available in either width "D" or "EW" and should be removed; however, 28-112 does have stock and should remain in the spreadsheet. Anything with an "F" in the "Type" column should be left alone.
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Jan 6, 2010
I have a worksheet with several columns of data that I have to summarize elsewhere on the sheet. Here are the columns:
ID
Status
Joined
Name
Name can take on 4 possible values. For each value in Name, I want to count the number of cells in a column that fit certain criteria. Here are the counts I want to make:
Status OK: Status is a date.
Joined OK: Status is a date and Joined is a "1".
There are going to be about 500 records to count. I've already implemented these counts in a Windows scripting language that interfaces with Excel, but I know there must be a more direct and faster way to do it entirely in Excel, whether with VBA or writing functions into cells.
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Nov 8, 2007
I am trying to sum data based on multiple criteria..
The english version of the formula is Sum all refunds for Store during week
Original Data Format: ....
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Jan 12, 2008
Is there a shorter way of doing this formula using sumif on Excel 2002? This formula works but only up to worksheet 13, need it to go through 31. =SUMIF('1'!A4:A41,"12C",'1'!E4:E41)+SUMIF('2'!A4:A41,"12C",'2'!E4:E41))+SUMIF('3'!A4:A41,"12C",'3'!E4:E41).............
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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 16, 2010
I have data on a worksheet (“Interface”) that I need to copy over 7 other tabs for analysis.
("Module_1", "Module_2", "Module_3", "Module_4", "Module_5", "Module_6", "Module_7").
The linking Field on the Interface tab defines what row I need to paste the data to on Module 1-7. The column headers are the same on both the interface and other tabs (“YES, NO, N/A, BLANKS, STANDARDS MET, STANDARDS NOT MET, NOT APPLICABLE”)
The tab is selected based on the row
Module 1Medication Management
Module 2Privacy
Module 3Process
Module 4Patient Safety
Module 5Medical Records
Module 6Infection Control
Module 7Environment of Care
I’m trying to modify code written for a similar purpose with no luck. This is the code I'm trying to modify. I know I'm not on the right track yet.
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Aug 18, 2011
I have a few people all entering in data into excel, since they cannot be all in one sheet they each have their own copy. I would like to be able to extract all data where column P reads "Red" from each users spreadsheet and then delete the corresponding lines from their spreadsheet (end of day activity)
The Sheets will be named
FDEntryU1AM.xlsm
FDEntryU2AM.xlsm
FDEntryU3AM.xlsm
FDEntryU4AM.xlsm
[Code] .......
I will then need to do the same in another workbook for all items Labeled Blue, but that of course will be same code with just an item replaced.
The idea is after they close up the person overseeing the data can import all at once and leave the users with fresh empty workbooks.
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Mar 18, 2014
I've got a matrix combining actions on the left hand side (Col A) and owners on Cols B to F. I have drop down list for each action/owner combo: N/A, OK, KO, TBD.
Owner #1
Owner #2
Owner #3
Owner #4
Owner #5
Results
Action #1
OK
TBD
N/A
N/A
N/A
OK
[code]....
I would like to create a formula in Col G that does the following:If any of the values in columns B to F equals OK, then OKIf any of the values in columns B to F equals KO, then KO I've been tinkering with multiple IFs and quite rightly got bogged down as too many criteria to take into account...
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Jan 23, 2012
So, another question with regards to this sales sheet that i am setting up. I want to be able to take the information below and for each of the people listed (i.e. by their initials) i would like to...
1.) Take their associated % (Columns C, E, G)
2.) Multiply the % by the Revenue (Column H)
3.) Sum up the total for each of the names (Locatedin Columns B, D, F)
4.) Only sum up the ones that occur in Month 1 of the Year 2012
I have tried multiple ways with a Sumproduct but none of them have worked. I would love to be able to do this with a single formula without having to add another column, for instance, to track what MonthNum it is. I tried using some kind of offset, but i could never get it to work.. For instance to look through the range, find the initial go over 1 column to the right and multiply that % by the revenue if the Month is 1..
Date (A)Rec1Name (B)Rec1Pct (C)Rec2Name (D)Rec2Pct (E)Rec3Name (F)Rec3Pct (G)Revenue (H)1/1/12AD25.00%RU25.00%BF25.00%1000.001/1/12AD25.00%RU25.00%PNF25.00%2000.001/1/12BF50.00%00.00%00.00%1200.002/1/12BF50.00%00.00%00.00%1000.002/1/12BF50.00%00.00%00.00%1000.003/1/12AD25.00%RU25.00%00.00%1000.003/1/12AD25.00%RU25.00%00.00%1500.004/1/12AD16.67%RU16.67%BF16.67%1500.004/1/12BF50.00%00.00%00.00%1500.00
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Sep 25, 2013
I would like a macro that select all cells based on multiple criteria. It's a big sheet, but I've made it smaller in the following example.
In row 1, there are 2 headers, in B1 (electricity) and C1 (gas) In column A, there are 3 houses, in A2, A6 and A10. The blocks of cells in between (e.g. B2:B5) have 2 headers, 'period' in B2, and 'account number' in B4. B3 and B5 have a list of options in them.
I want to select cells that meet certain criteria. Either electricity or gas, and either period or account number. So, if in cell D1 I choose electricity and in D2 period, I would like to select B3, B7 and B11. If I choose gas and account number, I wish to select C5, C9 and C13.
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Aug 10, 2007
My workbook is tracking how many products have been sold and to whom.
Customer Market Apples Oranges etc (10 products) POSTING
xyz South 100
xxx South East 600
I have a second workbook that works out how much it costs us to send the goods and this is a matrix based on where our customer is and which produce they have purchased.
South Apples Oranges Pear etc
South East $x $y $z
North etc
North West
etc
I would like to write a formula under the POST column that takes into account:
The Market. The Produce type (the column heading) based which cell contains a value
i.e using above Row 3 criteria would be Market = South and Produce = Apples. These two pieces of information are then to be used to go to the workbook containing our postage costs and picks up the relevant cost for Apples in the South region.
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Jan 24, 2014
I have columns (1-7) containing values of time these columns are labelled G,R,A,S,D,B,T by 850 rows (which are locations/jobs)
The next set of columns (1-7 determins what week the work takes place) so you will get a G in a cell or GR etc.
I would like a formula to work out the sum of the time columns by the code in the corresponding cell - I am stuck!
Seantc example.xlsx
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