Summing Values Based On Multiple Categories
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$2))
Where Harvest Generator is the sheet where my table is on.
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May 9, 2008
I have Master sheet where I collect info from sub sheets. All sheets are similarly formatted, ie. product numbers on column A and headers on row 2. I need to sum values from all sheets based product number and header. Master sheet includes all product numbers and some extra headers, sub sheets include only needed numbers. Headers on sub sheets are identical.
Currently I have this thing solved with following formula:
N48=sumproduct(sumif(indirect("'"&$B$378:$B$385&"'!A:A");A48;indirect("'"&$B$378:$B$385&"'!L:L")))
Where B378:B385 includes sheet names.
But problem with this is that column is hard coded, so I have to know that that value I am looking for is in column L. That wouldn't be show stopping problem on its own, but I have columns all the way to DR and copying formulas for each column takes a lot of time when I have to manually update each column. Just copying cell holds that L:L and doesn't change it.
So, in addition of getting values for specific product number I need to get values from specific column based on column header.
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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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Dec 18, 2009
I have included my budget so helpers can see it. I am trying creating a formula on mini-dashboard on A8 (Under the total budgeted amount) that will check the total budgeted amount based on the values I enter on the categories sheet. Of course it will be controlled using the drop down menu on A2 on mini-dashboard. I thought I had this working with a sumif function but it seems to have quit working.
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Feb 24, 2009
The simplified example below is intended to calculate the sums from the data values in the upper data set and place them in the appropriate cells in the lower summary table. Example......
I would like to find a single-cell formula that will handle the multiple instances of either the X or Y headings (ex: there are two 'Yes' Rows) and still reach the appropriate summations. I would like to accomplish this without resorting to Macros or manual cell references if possible. I've acheived some limited success with array formulae so far, but find that the multiple instances of 'Yes' cause only one row to be summed before the formula finishes.
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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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Nov 5, 2013
I have a worksheet (Sheet1) that is constantly growing with information. I have several categories under the "Category" column and then the various amounts under "Amount" column. I would like to have Sheet2 be able to keep a running total of the "Amount" column for each category as it increases in entries. I've attached an example sheet.
Example.xlsx‎
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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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Feb 15, 2010
Attempting to sum Book Values for Units.
Unit numbers in one column, Book values in adjacent column
Some Units have one occurence, others have multiple.
Some Book Values will sum up to 0 while most will have a positive value.
Attached shows small portion of data that presents range of issues I'm working with.
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May 20, 2013
I'm trying to get a more manageable formula for totaling multiple values in one box using Vlookup. For clarification this is what I mean:
On spreadsheet A, I have this table:
[IMG][/IMG]
The value in B2 is the name of the item I am making and the items below are the components required to manufacture said item. In order to build them, I need so many (Column E) and I have indexed my remaining values simply by doing =E3-H3. To build each component requires minerals which are listed on a seperate sheet (Sheet B) as such:
[IMG][/IMG]
The only Value in the above table I am truly interested in is "Current" (E Column).
Back on SheetA, I have a second table which adds all of the component minerals up for a grand total of the minerals required to make the item in B2 as such:
[IMG][/IMG]
Now, this is my issue: The code for N3 is incredibly unwieldy:
=IF($F$3>0, $F$3*VLOOKUP($L3,
'Component Materials'!$A$15:$E$21,5,FALSE))+IF($F$4>0, $F$4*VLOOKUP($L3,
'Component Materials'!$A$25:$E$31,5,FALSE))+IF($F$5>0, $F$5*VLOOKUP($L3,
'Component Materials'!$A$45:$E$51,5,FALSE))+IF($F$6>0, $F$6*VLOOKUP($L3,
'Component Materials'!$A$55:$E$61,5,FALSE))+IF($F$7>0, $F$7*VLOOKUP($L3,
'Component Materials'!$A$65:$E$71,5,FALSE))+IF($F$8>0, $F$8*VLOOKUP($L3,
'Component Materials'!$A$115:$E$121,5,FALSE))+ IF($F$9>0, $F$9*VLOOKUP($L3,
'Component Materials'!$A$135:$E$141,5,FALSE))
I set this up to look at a specific value and if it was >0, it would multiply that value times whatever value it found on SheetB ("Component Materials"). The size of this formula makes this difficult to migrate to further items, so I would like to reduce the complexity of the formula.
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Nov 6, 2008
summing monthly values based on different date ranges. For example if I have multiple contracts with different start and end dates and based on those date ranges, I want to sum the respective monthly production totals, how would I do that in a formula. I started to set up the table to include "start date month" and "# of months in contract". Is there a way to sum based on the start month and # of months in contract.
For example if hte contract started in Jan08 and ends in May08, the calculation would start with month "1" and sum over 4 months.
Here is an example: ....
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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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Oct 1, 2007
I know there have been many posts about multiple conditions in arrays, but I didn't find one that applied to my situation, so I'm hoping can help me out of jam. I'm using Excel 2000 on XP.
I have a database of sales information. Customer name is listed in column C, and columns F through Q contain the sales for the months of July - June (fiscal calendar year), with the headers for the months in row 4. There can be many rows of sales for the same customer, hence the need to sum them.
Example
C F G H
CUSTOMER JULY AUGUST SEPTEMBER
customer1 2 3 4
customer1 2 3 4
customer2 2 3 4
customer2 2 3 4
The problem is that this information will need to be updated every month to reflect sales year-to-date, meaning that the conditions for summing the data will change depending on how far into the year we are. So for instance, in August I will need to sum all the records for customer1 in the July column (column F) and the August column (column G), but next month it will have to sum the records for customer1 from July, August, and September (col H).
The result of this information would be displayed on a different worksheet. My thought was to assign a range of 12 cells (Sheet2!A1:A12) and to populate those cells with any of the months that need to be summed thus far. So for example, through September, A1 = "July", A2 = "August", and A3 = "September". Then the formula would use those values to evaulate the conditions. So in plain English the formula would:
sum the values in columns F : Q where the monthly header = the values in the range Sheet2!A1:A12 for all records where CUSTOMER = CustomerName
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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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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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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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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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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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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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Jun 27, 2014
I need a macro that will create a sheet at the end of the workbook.
Sum data from a variable amount of sheets and display that data on the created sheet.
Here is a step by step:
Starting on sheet 5.
Column D has a variable amount of part numbers in it. These part numbers would be different between the ascending sheets.
Column T, U, V has an inputed number in it that would need added up across all duplicate part numbers in all the sheets.
(Note: The data would also need started on row 4. Everything above row 4 is headers)
Here is a small example:
D E T U V
13019090W Part A1
68705500 Part B1
64202900 Part C-11
59634600 Part D1
26005300W Part E1
I need the macro to start with sheet #5(starting on row 4). Check to see if there is data in column T, U or V. If there is, to create a new sheet at the end. And copy the entire line into that sheet (starting on row 4).
After that, to check every sheet after (excluding the newly created one, starting on row 4) for data in Column T, U and V. And then check for duplicates in Column D on the newly created sheet. If there is a duplicate to add/subtract that number in Column T, U and V to the SUM in column T, U and V in the newly created sheet. If there is no duplicate, to copy the entire line to the new sheet.
So that when finished. On the new sheet, you have the SUM of T, U and V for everything that has data in T, U or V for all of the previous sheets, plus the entire line of the first instance (excluding the first 4 sheets).
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Feb 21, 2013
I am trying to sum certain values in one column based on the values of another column. I made a few tables, generated some random numbers, and then I started writing up an if-then statement to see if I could get what I am trying to do to work. However, I was having difficulty getting the program to run, because I was declaring more than one variable (I think).
So for instance, I want cells in column G to sum forces in column C when a joint in column E matches a joint in column A. Similarly, I am trying to do the same thing for columns F and B.
I have attached a picture, which shows what I would like for the program to do automatically (rather than me doing it all manually)! I didn't include the code I wrote, because it was so minimal
Attachment 51660
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Nov 18, 2009
I have a vba form with three comboboxes. The first combobox contains a list of employees, the 2nd a list of work activities and the third a list containing hours. As each employee enters the data for their name, activity and hours these values are saved to sheet6 starting at A10, B10 and C10. I want to be able to sum the hours for each employee who enters data. So the completed user form could look like the following:
HTML Employee (A) Activity (B) Hours (C)
Joe Swept 1.25
Raked 1
Bill Mowed 2
Cleaned 1
Joe Trimmed 1
So as you can see there could be a blank cell in column
"A" under Joe and Bill and Joe could come back later and
enter more info. What I want on sheet6 say starting at A30 the value
Joe would be entered and in B30 his total hours 3.25. In A31
Bill would be entered and in B31 his total hours 3 and so on for other
employees
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Sep 25, 2013
I am trying to create a a file that will serve as time log and dashboard report for consultants who work a maximum of two hours a day, with a strict(fixed) calendar schedule with multiple sessions. Some consultants may work one hour of a particular schedule on category A(Lead) and the second hour as category 2. How to create a sheet that sums the rates for all the categories worked on a given day without using a macro. Here is my sample data
Pay Categories:
Lead
Assistant
Admin
Pay Rates
Lead-$75/hr
Assistant - $40/hr
Admin - $20/hr
Sessions and Session Dates sample:
Session 1 - 10/8/2013 to 11/8/2013
Session 2 - 11/15/2013 to 12/15/2013
Session 3 - 01/06/2014 to 03/15/2014
*Note the dates will or should be listed in separate columns in order for them to be used for daily logging.
Employees (Sample)
Jane Doe
Jack Doe
John Doe
Desire goals of the report:
1. Daily log as employees work e.g if Jane Doe works on 10/8/2013 as a Lead and Assistant, ideally the data entry person should be able to enter these two values on one cell or pick the relevant value from a set list
2. The report would then match the value of the data in the cell for Jane Doe on 10/8/2013 with a table array with categories in one column and the pay rate in another, and return the appropriate pay value which can either be a sum of the two rates or the total hard coded into the cell.
3.Be able to create a dashboard report that would sum the totals by employee, month,sessions etc in a separate sheet vs other criteria such a budget etc.
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Dec 31, 2013
I have data table with sales numbers by product, its wheel base, and over platform for months ranging from Aug 2013 - Nov 2013. This data table will populate with the complete month sales numbers after the month has finished going forward.
I have a table to the right of the listing the sum totals for each product (by wheel base and platform) by each quarter (rolling).
Now I need building a sumproduct average to calculate the quarterly average. This is not that simple because not all products (platform/wheel base) were available the entire quarter.
Also PLATFORM 3 in the tables are grouped - instead of listing platform 3a and platform 3b - using this in the formula:
(LEFT($D$2:$D$100,LEN($J9))=$J9)
Because not all products were available for the entire quarter - and the formula will need to count how many months that product, platform, wheel base was available during that quarter I'm guessing "=MOD(MONTH(A1)-1,3)+1" this may have to be used to count the number of months into the quarter the product was available.
Attached file. [URL] ........
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Jan 17, 2013
I do PPC work and you can export query data from Adwords with Column A being the actual search query. Then column B - E are impressions, clicks, cost & conversions (from each query). In this example, cell A1 might be running shoes, cell A2 might be walking shoes, cell A3 is running pants, and cell A4 is baseball pants. I want to add a new column (F) that does product category groupings based on partial text matches in column A. For example, anything that includes the text string shoe or shoes should be labeled as shoes in column F. Similarly, all queries that contain the characters pant would be listed as product category pants in column F.
Currently I do this manually by conditional formatting on column A for contains text and then color the cells. Then I sort by cell colors. Then I manually type in the product category into F for each color block in A. Needless to say, this is slow and manual.
What I would prefer is to have a master table (like a vlookup) on sheet 2 where column A is the list of partial text matches and column B is the product category to be returned if that the partial text in sheet 2 column A is found in the query list on sheet 1 column A. This way, on sheet 2 I could have cell A1 sneaker, cell A2 shoe, cell B1 shoes, cell B2 shoes, etc to manage the correlation between text strings and product category groupings.
Basically I want a formula to put in the cells on sheet 1 in column F that searches all of column A on sheet 1, looking for partial text matches from column A on sheet 2 and returning corresponding product category in column B on sheet 2.
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Jan 31, 2014
I am trying to calculate players ranking based on their weight categories and attempts total, e.g. Category (50kg, 69kg etc..) Rank should be calculated automatically the highest total value of cat. 50kg is 1st second highest is 2nd etc. However, if tow players or more within the same Category have scored same point ranking will be calculated based on Body Weight less comes first and if both have similar weight calculation will be based on Start # first player comes first etc..
Table:
Start #
Name
Body Weight
Team
Category
Total Point
Rank
1
Player #1
49.2
Team #1
50kg
75
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Oct 25, 2008
I am working on a sheet which calculates payroll. I have a list of people in column A, and in column B, i have their different professionnal status. Their wages vary according to their professionnal status and are in another column C. How can i sum up the wages of only certain people, based on their common professionnal status in column B?
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Aug 31, 2012
I want to build a database where the user can select a specific time period. I have a static file with the time periods and the related values. For instance I have in column A1:A15 the time periods from January 2011 to Dezember 2011, but I have some dates multiple times as there are more values attached to it. For instance I have in the first 4 rows January 2011...what I want is when someone puts in the value January 2011 in cell B1 and Dezember 2011 in cell B2 that the whole static file gets copied to another location (including the multiple dates) displaying the chosen time period. Similarly if someone puts in the value March 2011 to November 2011, I want only those values to be copied.
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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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