Sumproduct Trying To Match Cells With Slightly Different Names
Jun 10, 2013
See attached spreadsheet. I have 2 tabs. The current portfolio tab is feeding in from the computation tab. My formula in column C works for 2 securities, MSFT, and AApl as the name is identical in both tabs. I am running into an issue where the names are not identical.
Example: I want to sum both the INTC, and the INTC pref in the computation tab and have that fill in the current portfolio tab. Also, in the computation tab ticker 005930 ks should fill in the current portolio tab for samsung electronics. My lasst issue is in the computation tab where I want to pull in sony, and sony adr (multiplied by 1,500). total sum 1,5723,995,015 in the current portfolio for sony.
My current spreadsheet shows text that's aligning just slightly to the left of center. In the Format Cells menu under Alignment, I have selected Center for both Horizontal and Vertical. There is no indent. Orientation is 0 degrees. Text is set to wrap. Merge cells is unchecked. Text direction is Context.
When I double click a cell to change the text, it centers correctly as the cursor blinks. But when I click somewhere else and it stops blinking and allowing me to type in the cell, it aligns slightly to the left of center.
I have 1500+customer names in column C7 of table. I'm looking for a SUMPRODUCT formula that achieves the following 2 logical goals. First, it needs to determine the number of unique names in column C7. It can't just count the rows because many customers appear multiple times in the range. So, I have been using the following formula and it works great: =SUMPRODUCT( ((Table[C7]<>"")/COUNTIF(Table[C7],Table[C7]&"")))
Second, I'd like the formula to tell me how many of the unique names in C7 correspond to public companies. Column C8 of my table indicates whether or not a company is public ("Yes") or private ("No"). So, I've been using the following formula and it seems to deliver the right result:
But the added COUNTIFS statement seems very unwieldy and indirect to me. Why do I have to examine every instance of a particular company's name when the answer could be determined by looking at any instance of the name -- after all, each company in C7 is either public or private, and has the same corresponding value in C8 (whether "Yes" or "No") everywhere that its name appears in C7!
So that's my first question: is there a clearer, more efficient way to achieve the same result? My second question has to do with toggling the public company test. What if I create a special cell, say A1, that will always contain either the word "On" or "Off"........
in two seperate worksheet i download external data from 2 different website with some stats about teams. Problem is that theses websites user slighty different names for the teams ie. it will be man city from one source and manchester city from another. i need to somehow get the names to match up is there an easy way to do this?
I want to count the number of unique, or distinct, company names in column [C7], subject to two conditions that will exclude certain unique company names from the count.
I should also point out that most company names appear multiple times in column [C7].
a) Count the unique company names in column [C7]...
b) ...including only those companies who have at least one "Yes" in column [C8] somewhere among their records
c) ...and who also have at least one value equal or greater than "1" in column [C15] somewhere among their records
Note that that there is no requirement that the "Yes" and the "1" ever appear in the same record.
I am trying to match 3 values, and return a matching 4th from a chart. It will first look at one value and see if it falls between values (the LOAD value in cell B1..it will look to see if it falls between the "low limit" and "high limit" in columns A10 to A135 and C10 to C135, respectively. Then it will look for a match for the values in cell A2, and in cell A3. the return value will index to the corresponding value in column G10 to G135. I have written a formula to do this in cell D2....but it will only ever return the value in cell G10.
I am looking for a bit of assistance with the following formula. What I am trying to do is use sumproduct to sum on 2 variables. I have been trying to make this happen all day and if there is already a post on here to make it work I can't find it.
The problem revolves around the middle section. I am looking to match items in a text string (it is a mixture of text and number but are all as text)
I am looking to match a product that beings 200 (which might be 2000123) I don't want to match something like G200TRF I have tried every combination of left, right, find and search but I still have the same issue.
I would like to write a formula that I believe will be a SUMPRODUCT formula with a very complicated string of MATCH and INDEX (I think). I hope this can be written in one formula - but if I need a couple to get there, that would be okay too. I am modifying an existing workbook that currently does the calculation, but it need a separate sheet for each payment - up to 12, but it can't be easily modified for more, and I need to do about 120. I can do limited SUMPRODUCT formulas and can do some limited MATCH formulas, but I can't begin to figure out how I would string this formula together. Hopefully what I need to do is clear with the excel shot below. If not, I could post a sheet that does the calculation for one payment. Thank you for working any magic you can on this.
I will try to explain how this formula needs to work. The formula needs to calculate interest on a payment, from one date to another date using a set of fixed interest rates that are established for each quarter. So this is what the formula needs to do. The workbook has a table (see below) that identifies the quarter - dates from and to, the number of days in the quarter (may be needed in the formula, but maybe the formula would calcualte?) The first and last quarter would most likely not be applied for the full number of days, since the payment would be after the start of a quarter, and the end date may not be at the end of the quarter. It needs to determine if the payment falls in a quarter, how many days then are in that quarter, and apply the base dollar amount for the number of days at the daily interest rate. So it would need to look at all dates and do this calculation and add each of the quarters together until it gets to the "Calculate to date" (cell J5). In the sheet below, I would put the formulas for each paymant in cells K8 to K14.
******** ******************** ************************************************************************>Microsoft Excel - Test.xls___Running: 11.0 : OS = Windows XP (F)ile (E)dit (V)iew (I)nsert (O)ptions (T)ools (D)ata (W)indow (H)elp (A)boutD5F5D6F6D7F7D8F8D10F10D11F11D12F12D13F13D15F15D16F16D17F17D18F18D20F20D21F21D22F22D23F23D25F25D26F26D27F27D28F28=BCDEFGHIJK4QUARTER DAYS/QTRRATESDAILY RATE 51/1/20013/31/2001909.0%0.00024658 Calculate interest to: 3/31/2009 64/1/20016/30/2001918.0%0.00021918 PAYMENTDATES INTEREST BASE INTEREST77/1/20019/30/2001927.0%0.00019178 810/1/200112/31/2001927.0%0.00019178 112/2/2001 $ 2,424 9 21/11/2002 2,486 101/1/20023/31/2002906.0%0.00016438 32/17/2002 21,011 114/1/20026/30/2002916.0%0.00016438 43/19/2002 3,827 127/1/20029/30/2002926.0%0.00016438 54/22/2002 54,971 1310/1/200212/31/2002926.0%0.00016438 65/25/2002 1,255 14 76/24/2002 4,883 151/1/20033/31/2003905.0%0.00013699 164/1/20036/30/2003915.0%0.00013699 177/1/20039/30/2003925.0%0.00013699 1810/1/200312/31/2003924.0%0.00010959 19 201/1/20043/31/2004914.0%0.00010929 214/1/20046/30/2004915.0%0.00013661 227/1/20049/30/2004924.0%0.00010929 2310/1/200412/31/2004925.0%0.00013661 24 251/1/20053/31/2005905.0%0.00013699 264/1/20056/30/2005916.0%0.00016438 277/1/20059/30/2005926.0%0.00016438 2810/1/200512/31/2005927.0%0.00019178 Sheet1 [HtmlMaker 2.42] To see the formula in the cells just click on the cells hyperlink or click the Name boxPLEASE DO NOT QUOTE THIS TABLE IMAGE ON SAME PAGE! OTHEWISE, ERROR OF JavaScript OCCUR.
How to use the Sumproduct with index and match formula and then multipling by a set percentage.
I want to take all amounts in K10:K113 and have them add together based on specific criteria in A1:A113 and in B1:B113 and then multiply the result by a set percentage.
I'm using a formula (with the SUMPRODUCT function) within which I need to match the month & year from an array with 3 "true" possibilities...
Meaning that if data (month & year) from the array matches any of the 3 months & year of a specific quarter (for example July 08, August 08, September 08), the result of that section should be "True".
The data to be matched (any of the 3 months of each quarter) is drawn from a table header (showing every month of the year) by using this "monthly" formula:
TEXT(H7;"mm.yyyy") where H7 holds "01.07.2008" (but displays "Jul. 08") and returns "07.2008".
I'm trying to extend it to something like:
TEXT({H$7;I$7;J$7};"mm.yyyy") to match either July 2008 (H7), August 2008 (I7) or September 2008 (J7) for the 3rd quarter of 2008 but when I hit Enter, I get an error and H$7 is highlighted ("ctrl + shift + enter" doesn't help).
Here's an excerpt of the formula that works well for other queries on my worksheet:
Now I'm trying to improve the functionality of the file attached above.I've attached the file again with another drop-down menu. What I'm trying to do is to have a sum of all the months between the two months indicated in the drop down menu.For example by picking two months from the drop down menus, I want to know the sum of the values between Jan-Mar (Jan, Feb and Mar), or for example Jul-Oct (Jul,Aug,Sep and Oct)...
I've tried to combine SUMPRODUCT with INDEX and MATCH but it doesn't work. I want to build upon this formula:
[Code]....
I forgot to mention that I have multiple strings (column E) which are NOT unique. Basically "VLOOKUP way" won't work, rather it should be "SUMIF way".
In the attached file I've added one additional row (r19), which is the same as r18, just to try how the summing will work.
I have a spreadsheet which has the following data;
Names Age Salary Fred 23 $19,000 Joe 35 $26,000 Alan 45 $7,000 Richard 32 $25,000 James 19 $16,000 Ian 23 $28,000 Michelle 30 $45,000
I'm trying to list the names only where their age is "xx" or if I choose a certain salary, obviously there are hundreds of names, age's and salary information. How can I carry this out in excel ?
I need some assistance on creating a formula that will Match "W1 Sheet" Team number look this number under Schedule Sheet then list names under "W1 Sheet". I have added a simple sheet.
I am trying to write a formula that says if a name is in a column of names put a 1 otherwise put 0. Should be a simple If, match function. I have attached a simple example.....
I thought i had worked it out, but for some reason the names aren't updating when i add a new time, and the same names appear when i add the same code for a different track. I was using this code {=INDEX(A2:A32,SMALL(IF(C2:C32<>0,ROW(C2:C32)),1),1)} as you can seen in cell A34, then added a 2 onto it for the second fastest time eg.....{=INDEX(A2:A32,SMALL(IF(C2:C32<>0,ROW(C2:C32)),2),1)}, but doesn't seem to update when adding a new fastest time in. Am i using the wrong code to match the names with the fastest times?
I've been trying for a few time to make a sub, on VBA, that writes, in a specific column, " " or 1 depending on the date that is inserted. The thing I can't quite do is:
1 - I have a sheet where the different projects of a company are stored (name, starting date, ending date and person responsible) and where new projects can be added from a UserForm
2 - I also have another sheet were costs from the projects are stored (one line with cost 1 from project 1, another with cost 2 also from project 1 and cost 3 from project 2, etc) and where I can also add a new cost with another UserForm (this cost as also a date that is added, to when it happened)
3 - What I need to do is, on the costs' sheet I need to create a sub that in the last column adds me 1 if the date of the cost added is not a date between the starting and ending date of the project that it corresponds.
I have sheet1 that contains rows with names. I want to match those row names with the column names in sheet2, and then delete any column in sheet2 that does not match to sheet1.
I have two lists of names and I need to identify the people that appear on both lists. Often it is difficult to match the common records because a nickname may be used for either of the first names and not the other.
I've collated an extensive list of nicknames to help match the records, but I'm stumped on how to use it. I have a feeling that there is a sumproduct formula in my future. I attached a samples workbook.
I have two sheets of same names with different data in each sheet. I need to refer the name in the first sheet and match the same name in the second sheet and retrieve the start date. I have attached the work sheet sample for better understanding. I know I can use vlookup. But am not getting the results I need.
I have a table A1:A400, where each individual cell contains multiple names (e.g. A4 =Name1; Name2; Name3)
I am trying to match a list of names in row G1:G50, and return a value of 1 or True in another column if any of the 50 names appear in a cell of row A.
I have two sheets. Sheet A (Receiving Log) contains all orders with NAME (D1) and QTY ORDERED(E1). Sheet B(Component Reject Tag) contains all rejects with NAME(D1) and QTY REJECT(E1). Sheet A and B are Many to Many relationship
What I am trying to figure out is:
Match the names from Sheet B to Sheet A and sum up the QTY REJECT from Sheet B divide by the sum of QTY ORDERED for the NAME from Sheet A.
Business would like to get QTY Reject percentage by each NAME (Supplier)
In a final table lets say Sheet C I would like to see NAME, QTY Ordered, QTY Reject, Ratio in which will allow my to perform a Top 10 suppliers of highest reject percentage.
Another note to mention, Sheet C presumably to have all the formulas as in Sheet A and B will be overwritten and pasted with new data.
(Matching names)where cell G and cell H in Data Sheet matches with cell A and cell B in template sheet , copy cell K on matching row in data sheet to matching name in cell D in the template sheet.
Could be as many as 50 rows of data in data sheet and only a range of D8 to D15 in template sheet.
Can send example but I cannot see where I have option to attach the file again : place_user.xlsx‎
I have document1, which is a main list of surnames names, which then show 'hours', 'employment number', and 'post', in the following columns.
In document2, I have a sheet with a selection of these names, and blank cells for the named columns above.
What i need to do is have excel search and match the name from document2, to the name in document 1, and fill in the above columns with the correct data.
is that some of the surnames will show up more than once in my main list - so if possible i would like excel to then search the first name (which is in the preceding column) and match both the first and second names to the main list - OR - to simply return an error so that i can spot, and input the data manually.
I have an excel workbook with a dynamic dependent drop down list setup, works a treat on the first worksheet i set it up on.
However here's the problem, my workbook contains a good handful of worksheets each named to reflect the certificate on the page, i need the drop down list to work on each tab. problem is when i setup the index/match function it requires a specific sheet name to make it work i.e.
