Dsum Based On Multiple Criteria
Dec 15, 2008
Ihave the following headings in a database
CSAMeeting DateMeeting typeCompanyInhouse Products/FundsJV Product 1JV Product 2VenueSales Manager2nd Manager (JP, KMcI SS)Inv. ManagerFilenote IssuedWorking DayNo. of AttendeesCancelledPack RequiredCompliance Required DivisionReason for no ComplianceDate sent to
CompliancePack/Literature
UsedPack Path
i want to use the Dsum to produce the total amount of managers met for a cvertain sales person for a certain type of meeting. I trued thr following but it is returninga #value
=DSUM(A27:V1028,13,AND(3=$BH3,9=BI$2,120))
where 13 applies to the number of managers column
3 is the meeting type
9 is the managers name
12 ensures that its only counted if teh meeting note is done.
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Dec 15, 2008
Ihave the following headings in a database. CSAMeeting DateMeeting typeCompanyInhouse Products/FundsJV Product 1JV Product 2VenueSales Manager2nd Manager (JP, KMcI SS)Inv. ManagerFilenote IssuedWorking DayNo. of AttendeesCancelledPack RequiredCompliance Required DivisionReason for no Compliance"Date sent to Compliance""Pack/Literature Used"Pack Path.
i want to use the Dsum to produce the total amount of managers met for a cvertain sales person for a certain type of meeting. I trued thr following but it is returninga #value =DSUM(A27:V1028,13,AND(3=$BH3,9=BI$2,12<>0)). where 13 applies to the number of managers column 3 is the meeting type 9 is the managers name 12 ensures that its only counted if teh meeting note is done.
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May 22, 2014
I have attached a very simple model of a much larger BI report that we use. I have written a DSUM that returns the correct result in all cases other than when one of the criteria columns is blank. When one or more columns is blank, the result returned is 0 whereas I need it return all data (for e.g. if you remove "sains" from cell B2, I need it to still return data for person "b", "c" and "d" (i.e. 51 for Mar14)).
Attached File : DSUM (2).xlsx
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Mar 11, 2009
I have a list of data with salesperson and qty. (Excel 2003)
I am using dsum and it was working great until I add a new sales man who happened to be the son of another salesman.
example.
when I just had Bill Gates his total (DSUM) was fine.
now I added Bill Gates Jr.
since then Bill Gates totals now include Bill Gates AND Bill Gates Jr.
FYI - Bill Gates Jr. totals are correct.
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Sep 20, 2006
I have a workbook with three diffrent sheets (and more, but they are not relevant here), each with its own webquery. After a query has been done I check with the OnChange- event, and that works fine. My problem is that I want to save the document after the queries has been done, but if I save it after the first one is done, the second and third queries are aborted. Is there any way to see if a query is being refreshed or not. If I can see that a query is refreshing, I can tell the macro not to save, and when the last one is done it will save there instead (I have no idea if its going to be the first, second or third query thats being refreshed last, as they take diffrent time to perform). I was thinking of something similar to:
Sheets("Sheet2").Select
If Not ActiveSheet.QueryTable.Refresh Then
Call SaveDocument
End If
Now, this doesnt work since the querytable doesnt have the refresh-propery to cehck, but its something like this I would like.
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Jan 5, 2009
You can see there is an equation for: The total profit from apple trees. The maximum profit of apple and pear trees. But, there is no example for the total profit from pear trees.
I have an excel spreadsheet that I need DSUM to work not only for A1:A2 (apple tree), But for A3 (pear tree), A4 (another tree), ext. But I don't want it to sum A1:A4 (A1 + A2 + A3 +A4), I just want A4's sum. Or from the example, I want just A3's sum for just pears, but when I put in A1:A3, I get the some for both apples and pears.
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Nov 29, 2007
I'm trying to do a DSUM based on a unique reference number. As I have 500+ such numbers, I need to automate the criteria array based on the reference number.
This is as close as I've come:
DSUM('Income'!$A$1:$Q$37735,"US FREE AMT", LOOKUP(A2,Criteria!$A$1:$BX$2,OFFSET(Criteria!A1:BX2,-1,1,2,2)))
LOOKUP, of course, wants to return a value instead of a range, so this only works as far as getting me to the right cell on my criteria sheet.
How can I get a range 2 rows deep by 2 columns high from the results of a lookup/search?
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Jun 1, 2007
I have a DSUM function with multiple criteria that are linked to user selections on a different sheet. If the user doesn't set a value for a particular field, the cell is blank and the DSUM should sum records with both blanks and non-blanks in that field.
Unfortunately, simply setting my criteria formula equal to that cell does not accomplish this. I've implemented an if statement to help but am having trouble defining a single criteria for returning everything.
Simply pointing to named range doesn't work for blanks and nonblanks when the cell is empty because it returns a zero: =SelectedValue
Criteria formula #1 I'm using: =if(SelectedValue="",="=*",SelectedValue)
Criteria formula #2 I'm using: =if(SelectedValue="",="<>*",SelectedValue)
When the SelectedValue cell is blank, these two formulas ensure that all records are summed. I would like a criteria that sums both blanks (=*) and non-blanks (<>*) without having to use two separate cells for the criteria. This gets unwieldy when trying to combine it with criteria for other filter fields.
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Dec 28, 2007
Is it possible to use a non-contiguous range for the criteria parameter of the DSUM function? I want to do something like this. =DCOUNTA(wholesale_all,"Assignment Date",D2:D3,G2:G3) This formulas won't work the way I have it typed, but is there a workaround to achieve the same result?
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Sep 21, 2006
I currently have a report with so many large array formulas that it is virtually unusable. I want to use the DSUM formula in place of my array formulas but I am vexed in regards to creating a DSUM formula that I can put in the top-left cell of my report and then copy down to the bottom right side of my report. Currently, the array-formulas sum data from a large list when it meets two criteria -- one part of the data-record in the list must match the row label of the current row in the report and another part of the data-record in the list must match the column label in the current column of the report. I have found with the DSUM formula that you can use a "formula" criteria in place of a static criteria...the problem I am having is that the part of the formula that points to the data-set must be relative while the part that points to the formulas criteria needs to be static -- in order to be able to make one DSUM formula and copy it down and over I would need my formula criteria to have the opposite setup (with the data-set part static and the formula criteria as relative).
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Feb 27, 2009
I would like to ask recommendations whether to use DSum or Vlookup, in order to do multiple search.
We receive a flat file on a daily basis, which contains four (4) columns. They are Group, Team, Taskname, and Number_of_Employees. The first three columns have text properties and the last one has number property. We copy this sheet into our workbook. There are more than 1,000 rows. I name this tab, "TotalWorkersbyTask".
Each group (first column) has its own tab. We try our best to name each tab to match the name of the first column.
We would like to find the unique value, in order to put the correct Number_Of_Employees into the correct column on each sheet. However, the relationship per column is many to many, which makes it more difficult.
For example,
Group,Team, TaskName, Number_of_Employees
12GR, Robert, Analyze raw data, 2.5
12OV, Tim, Analyze raw data, 1.25
12OV, Bob, Prepare reports, .85
16CJ, Jim, Prepare reports, .50
1008, Mary, Analyze raw data, .25
............
Each tab, such as 12GR, will have the task name on the line "Analyze raw Data" which matches the information "TotalWorkersbyTask" tab.
The problem is, if I do a Vlookup for Taskname only, only the first value of 2.5 will return in to the Number_of_Employees column.
For the tab of group 12GR, the logic supposes to be -> if the group is 12GR, and the name of the task equal to the one appeared in "TotalWorkersbyTask", return me the value of 2.5 in the specific row. With the same logic, on the tab 12OV, the same task name should return me the value of 1.25 as well.
As you see from the example, line 2 and line 3 are the tasks in the same tab, from the flat file received.
Then, this formula can be copied and populated into other rows and other sheets as well.
*********************
Questions:
1. Is there anyway to write the formula to gather the required information? My thought was using the Vlookup. However, it can see only one column.
2. Do I need to rename all the tabs to match the name of the first column received from flat file in order to make it more efficient? (In the present, there are some tabs that match the name, such as 12OV, and some tabs are something like ->Engineering, Research, etc.)
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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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Aug 7, 2013
I'm starting a dashboard, where on the front page I have two combo boxes on the left, and three empty fields to the right. I'd like the three fields to the right to auto-populate table-based values depending on the chosen criteria from BOTH fields (by store and month/date). I've attached a sample of what I've got so far. I've only provided three tables for this example, and I have a table with the same column/row titles for each metric and I have three different metrics I'd like to auto populate: COGs, Sales, and GM% or in the example, metric 1, metric 2, metric 3. No pattern in the table values, just wanted to populate the fields quickly. All fields are organized by store/month-date and I've set up a link to my combo boxes on a calculations tab.
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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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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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Dec 23, 2013
I am looking for a way to say
IF A2>9 then B2 returns bronze
IF A2>24 then B2 returns Silver
IF A2> 49 then B2 returns Gold
IF A2>99 then B2 returns Platinum
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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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Dec 15, 2009
if in column A in some row is text "today" then delete this row and delete all rows until in row B wont be empty cell. I have start (If in A is "Today" then ... ) but thas's all
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Oct 1, 2011
I'm trying to create an Excel based dashboard for my company. One part of the dashboard is a Top 20 Accounts based on territory, region, or district. Each of these three areas has source data in a seperate table. I need the top 20 vlookup to pull from the territory table if I enter a territory name in cell B20, pull from the region table if I enter a region name, and so forth. There are 10 different regions, 2 different districts, and 51 different territories.
I'm thinking that the answer somehow involves an IF statement. e.g. If cell B20 equals a region name, then perform the vlookup on the region table. If it contains a district name, pull from the district table. Otherwise pull from the territory table. I'm also thinking I may want to list all of the territories, regions, and districts in their own seperate column so the formula can say something like "If cell B20 is found in column M, pull from the territory table, if it's in column N, pull from the region table.
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Aug 29, 2013
An example of my data is:
Column A Column B Column C
ABC DEF Answer 1
ABC GHI Answer 2
ABC JKL Answer 3
I need a formula that checks both column A for text (ABC) and column B for text (JKL, two different criteria) and give 'Answer 3'. There will a lot of data and it will not always be the bottom answer.
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Dec 7, 2006
I am attempting to create a macro that will delete an entire row, based upon multiple criteria. The data looks something like this:
-----Column A-----------Column B---
1.-- Computer_X ------- Software_A
2.-- Computer_X ------- Software_B
3.-- Computer_X ------- None
4.-- Computer_Y ------- None
5.-- Computer_Z ------- Software_A
6.-- Computer_Z ------- None
I would like to delete the entire row if:
1) Column B entry is "None"
AND
2) Column B has entries other than "None" that match Column A
So I do not want to delete a row with a unique name in Column A and "None" in Column B. I only want to delete the rows that have "None" in Column B, and multiple entries for the match in Column A.
Using the data example above, Row 3 and 6 would be deleted. Row 4 would not be deleted, since Column A (Computer_Y) had only one row of data, with "None" entered in Column B.
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May 22, 2008
I need a formula that will take this information and automatically insert a row, a total, and then another row every time the Product (Column C) or the Account Number (column B) changes. The totals should be under Columns D and E only. But I don't want it to duplicate the results when both the product and the Account number change.
Beginning data: ...
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Apr 23, 2013
In the below data set i have the data ranked by branch and center by value. I am trying to create a summary page that looks at the data set by branch center and rank and brings back the debtor code. The letters above headers represent the columns.
a b c d e f g
BR
CNTR
DEBTOR NAME
2012
Rank
[Code].....
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Apr 13, 2014
I am trying to formulate a commission form which looks up the name of the sales person and then displays a list of the deal names withing Q1.
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Dec 7, 2013
What I require : Column F to be blank as long as the following is true:
1) Column A (Order) cannot be blank.
2) Column E (Status) has to be equal to either "Completed" or "Successful".
3) Column D (Sales) has to have the same date as Column C (Contact), but due to bad data quality each order number can have several rows and as long as the Sale date from one of the other "Duplicate" rows equals the contact date it needs to be counted. This is as long as there is not already a row for the Order that already has Sales / Contact day matching.
In the attached spreadsheet, I have highlighted the rows that should be blank in column F in green. My attempts at formulas to count this are in the columns highlighted in red.
WORKAROUND.xls
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