I have an excel sheet that we use to Audit employees. Data from the Audit is entered on one sheet within the workbook then a second sheet is used as our score card to tally incidents.
I am currently using various if statements (mostly countifs) that search for each employee name on the Audit sheet then match different criteria to return a count of how many times that specific employee has violated a regulation. However as employees switch, it is a very long process to manually adjust the formulas to the new names as we have a lot of employees and these formulas are being used in 5 different instances for each employee.
Here is an example of one of the formulas that I am currently using:
=countifs('17 Q1 Audits'!D3:D,"Chris",'17 Q1 Audits'!P3:P, ">0.25")
I was wondering if there is a way to tell the formula instead of searching for Chris to look a cell A52 (which is where the name Chris is listed as text only for the line) then search for whatever text is in cell A52 but complete the rest of the functions as normal.
This would make it so names in column A on the score card sheet are the only thing that need to be adjusted, the formulas would no longer need to be manually adjusted with the name.
Is this possible?
Please try:
=countifs('17 Q1 Audits'!D3:D,A52,'17 Q1 Audits'!P3:P, ">0.25")
Related
I am trying to display the outcome scores on one Excel sheet into another Excel sheet based on the outcome name and course.
If the text in Sheet1!C2=communication and Sheet1!E2=Comm 2010, then display Sheet1!D2 on Sheet2!B3.
If the text in Sheet1!C4=information* and Sheet1!E4=Commm 3000, then display Sheet1!1D4 on Sheet2!C5.
Need to be able to use Wildcard when checking the text.
If the text in Sheet1!C6=communication and Sheet1!E6=Comm2010, but there is no number in Sheet1!D6, leave Sheet2!B5 blank
I have played around with a few different IF AND formulas, but I can't get the data displayed correctly.
Right now, I am building a pivot table from the data in Sheet1, then taking the table and formatting it to match the table on Sheet1 then using =IF(Pivot!C7="","",Pivot!C7). This works, but building a pivot table for each student and then formatting it to match Sheet1 is a time drain.
I'm really hoping there is a better way to do this.
Thank you!
Since you are compiling outcomes on a per-student basis and not in total it is safe to use the SUMPRODUCT() function:
The formula below is used in B3
=SUMPRODUCT((Sheet1!$E$2:$E$6=Sheet2!B$1)*(Sheet1!$C$2:$C$6=Sheet2!$A3)*(Sheet1!$D$2:$D$6))
and can be copied across and down throughout B3:C4
The formula used in B5 is different, because of the 'wildcard criterion'
=SUMPRODUCT((Sheet1!$E$2:$E$6=Sheet2!B$1)*(LEFT(Sheet1!$C$2:$C$6,11)="Information")*(Sheet1!$D$2:$D$6))
(unless you are using Microsoft 365, having the formula directly suppress 0 values essentially entails doubling it in length so, as an alternative, given the small output range, a custom-number format has been implemented, which effectively doesn't display 0 in a cell where that is the formula result)
I'm trying to refine a report dashboard utilized at my workplace. The process that I'm trying to automate is;
Data is generated into a worksheet via a query table (Worksheet called Imported Data)
From that table, i'm wanting to look at 3 separate columns for 3 conditions
Those conditions are a) Team, B) Frequency, C) Month and D) Yes (from a ye/no option)
Providing all those conditions are met Eg, Team A, Monthly, February, Yes, I want Excel to produce a response of Compliant, otherwise say Non-compliant, onto another worksheet called Governance Complaince
The response for this is on a separate work sheet.
The main query table that is generated has around 8 Team choices, 6 Frequency options, with 12 month and then the 2 (obviously) yes/no options.
I've tried a few different formulas to get this to work, but I only ever get the True value from the formula.
I Feel that maybe the formula is stopping once it sees the first Team A selection (Which by nature of how the query table is generated, is the first result in the Team column) and then ignoring the remainder of the formula, despite my best attempts.
The current formula I'm using is
=IF(COUNTIFS('Imported Data'!A:A,"Team A")+COUNTIFS('Imported Data'!C:C,"Monthly")+COUNTIFS('Imported Data'!F:F,"February")+COUNTIFS('Imported Data'!I:I,"Yes")>1,"Compliant","Non-compliant")
I've tried
=IF(COUNTIFS('Imported Data'!A:A,"Team A")+COUNTIFS('Imported Data'!C:C,"Monthly")+COUNTIFS('Imported Data'!F:F,"February")+COUNTIFS('Imported Data'!I:I,"Yes")=ROWS('Imported Data'!A1:Z500),"Compliant","Non-compliant")
=IF(AND('Imported Data'!A:A,"Team A")+AND('Imported Data'!C:C,"Monthly")+AND('Imported Data'!F:F,"February")+AND('Imported Data'!I:I,"Yes"),"Compliant","Non-compliant")
=IF(AND('Imported Data'!A:A,"Team A")+AND('Imported Data'!C:C,"Monthly")+AND('Imported Data'!F:F,"February")+AND('Imported Data'!I:I,"Yes")=ROWS('Imported Data'!A1:Z500),"Compliant","Non-compliant")
All I get is a #Value error, or only the Compliant value, despite any changes made to the data the formula references.
All the cells are text, there is no numerical data in the tables. The formula is placed into a cell in another worksheet called Governance Compliance
Essentially I want the formula to be able to look at the query table data, output the Ture/False value into a monthly tracker (This formula will be replicated over about 26 different audits for 8 teams) automatically, cutting down on manual processing. I've been able to get the date to then look at a quarterly array of teams and return a complaint/non-complaint result into another worksheet fine using
=IF(COUNTIF('Governance Compliance'!E11:G19,"Compliant")=ROWS('Governance Compliance'!E11:G19),"Yes","No")
And I thought that my 3 condition if statement to get the compliant result into the Governance Compliance worksheet would just be an expansion of conditions on this formula, but I am clearly wrong.
The query table is sorted alphabetically by Team if that makes a difference.
I want to implement on PowerBI a calculator that I developed in Excel.
Basically, it works this way:
I have a list of Dates:
I have a Database that combines in a key the name of the source with a date:
I have a calculation table where I apply into a Dropdown menu value an entire column, it combines with the Source, forming a key, where I can calculate the Source variation choosing two dates (an initial and an end date).
I would like to know how can I apply it into Power Bi, specially step 3. With a Dropdown menu that is applied to an entire column "dynamically"
You can do this with Calculation Groups. To use them, you have to use the free external tool Tabular Editor.
Setting dynamic date ranges like this is a very common use for Calculation Groups.
Here's an example of a prior year Calculation Item:
CALCULATE(SELECTEDMEASURE(), SAMEPERIODLASTYEAR(cal[date]))
You can create multiple Calculation Items to define all the various periods you need.
You can then set the calculation group as the field for a dropdown menu, and each calculation item you defined will be an option in the menu.
Here's an intro article. This same website has the best training on calculation groups you can find online. (And it's all free.)
Sample Data.
CompanyA,2019-01-01,29000
CompanyA,2019-02-01,35000
CompanyA,2019-03-01,43000
CompanyA,2019-04-01,27000
CompanyA,2019-05-01,45000
CompanyA,2019-06-01,21000
CompanyA,2019-07-01,26000
CompanyA,2019-08-01,27285
CompanyA,2019-09-01,26035
CompanyA,2019-10-01,24785
Expected Output.
My Boss has asked me to show sale trend by companies and month. but he wants it to be shown like below.
X axis should have Month Names
Bar lines should tell overall sales amount by month.
multiple lines should represent company sales amount.
i have achived this output by replacing 2 charts on each other (hidden one background).
First i have taken a CLUSTERED COLUMN CHART and place a Line chart on it with hidden background.
Sample File
But for me this is just an adhoc solution and One more problem is that both chart's y axis doesn't match.
seeking for a good solution on this. either another good chart to represent this kind of data or how to achive it any other way?
Thanks in advance.
You can create measures for individual company, if number of companies is not a big number, and then put them in "Line values" to achieve the same result as above.
So For ex, if you have 5 companies in the data then create 5 different measures like below
CompanyA = calculate(sum(sales), filter(tbl, [company] = "CompanyA"))
like the above ex create measures for other 4 companies also
I am essentially trying to do that this guy is trying to do:
Excel drop-down list using vLookup
I've gone through the steps and since my data set has about 400 different drop down options I am hoping there is an easier way than naming ranges. I have a list of about 400 different account names. Each of these account names is tied to a household and identified by the household ID number. A household can have anywhere from 1-5 account names. I would like for my drop down menu to be able to identify a household ID number and then provide the drop down with the account names associated with it.
Example:
Where household Id number is the identifier.
I've gone here as well http://sites.madrocketscientist.com/jerrybeaucaires-excelassistant/data-validation/dynamic-indirect and am trying to find a way to save on some of the manual work.I am a total newbie so thank you in advance for any help you can provide.
Let's pretend you have three worksheets. The first worksheet, Sheet1, is the sheet that your users will be looking at and it has the drop down lists. We'll say that the cell containing the first drop down option is in B1 (the one with about 400 different options) and the cell containing the dependent drop down is in B2:
On your second sheet, which we'll call MasterList, is all of the data options and the corresponding data. Row 1 is a header row; Row 2 and down is the actual data:
On your third sheet, which we'll call DropDownLists, is where the magic happens. It first needs to have a list of all the unique data options. I've put that in column A. You can get the unique data options from your master list through whatever means you prefer (Advanced Filter, Pivot Table, formula, VBA, etc). That list of unique data options is the basis of your drop down list for Sheet1 cell B1. Then in cell B2 of DropDownLists and copied down as far as needed to guarantee it will grab all data associated with the selected Data Option, use this formula (adjust sheet names and ranges to suit your actual data):
=IF(OR(Sheet1!$B$1="",ROW(B1)>COUNTIF(MasterList!$A$2:$A$10000,Sheet1!$B$1)),"",INDEX(MasterList!$B$2:$B$10000,MATCH(1,INDEX((MasterList!$A$2:$A$10000=Sheet1!$B$1)*(COUNTIF(B$1:B1,MasterList!$B$2:$B$10000)=0),),0)))
This makes your DropDownLists sheet look like this:
Lastly, we need to make that list (data based on the selected Data Option) a dynamic named range. I named it listFilteredData and defined it with this formula:
=DropDownLists!$B$2:INDEX(DropDownLists!$B:$B,MAX(2,ROWS(DropDownLists!$B:$B)-COUNTBLANK(DropDownLists!$B:$B)))
Then for Sheet1 cell B2, use Data Validation and define the list with =listFilteredData and you will get results as shown in my example.
Practice with this.....it will get what you need.
Your data will have to sorted for this to work.
Sorted Data
Data Validation for Shows
Data Validation for Episodes
This formula in the data validation box
=OFFSET($A$1,MATCH($E$4,$A:$A,0)-1,1,COUNTIF($A:$A,$E$4),1)
Enter the array formula to find the Duration
Must be confirmed with Ctrl & Shift & Enter
=INDEX($C$4:$C$18,MATCH(1,(E4=$A$4:$A$18)*(F4=$B$4:$B$18),0))