I have data that is broken into group totals (rows) and month totals (columns). I need to take the totals and calculate a value for each month within each group. From my screen shot I can find an monthly cell value for the quarter total with the formula
=INT($F3/3); this would ensure that all rows total correctly but does not address the requirement for all columns to total correctly.
For the screen shot I manually added the values to visualize the desired outcome
Group Calculation: (Jan+Feb+Mar)=Q1 group total
Month Calculation: (Group1...Group6)+Inventory = Monthly Total
In the "current result" screen shot the values total correctly by groups however the result is incorrect by month. For example 'Jan' totals to 159.
Current Result
I'm looking for assistance in a formula or vba that would allow the monthly values to total to the group and month total.
Desired Result
It sounds like you are looking to recreate a matrix from the totals of its rows and columns.
First, you need to remove the Inventory totals from the column totals, as those figures do not need to be calculated.
Then, you can get quite close to the answer with the formula =ROUND(RowTotal*ColumnTotal/OverallTotal,0). In this case, the formula in cell B2 would be =ROUND((B$8*$E2)/$E$8,0)
However, since there is rounding involved, you will notice that the values do not add up perfectly. For a matrix this small, your best bet would be to manually fix the problem values. To do so, add formulas to check which columns and rows are improperly totaled. Your check formulas should subtract the totals of each row and column from the desired row and column total. This reveals that cell B3 is the problem, as both column B and row 3 are misaligned.
You can change cell B3 to 48, which will then ensure that all columns and rows total properly. If you had a much larger matrix to solve, you could write some VBA code to automate the check of each column and row.
Related
Ok, I have watched many videos and read all sorts and I think I am nearly there, but must be missing something. In the data model I am trying to add the ytd calc to my product_table. I don't have unique dates in the product_table in column a and also they are weekly dates. I have all data for 2018 for each week of this year in set rows of 20, incrementing by one week every 20 rows. E.g. rows 1-20 are 01/01/2018, rows 21-40 are 07/01/2018, and so on.
Whilst I say they are in set rows of 20, this is an example. Some weeks there are more or less than 20 so I can't use the row count function-
Between columns c and h I have a bunch of other categories such as customer age, country etc. so there isn't a unique identifier. Do I need one for this to work? Column i is the sales column with the numbers. What I would like is a new column which gives me a ytd number for each row of data which all has unique criteria between a and h. Week 1 ytd is not going to be any different. For the next 20 rows I want it to add week1 sales to week2 sales, effectively giving me the ytd.
I could sumproduct this easily in the data set but I don't want do that. I want to use dax to save space etc..
I have a date_table which does have unique dates in the main_date column. All my date columns are formatted as date in the data model.
I have tried:
=calculate(products[sales],datesytd(date_table[main_date]))
This simply replicates the numbers in the sales column, not giving me an ytd as required. I also tried
=calculate(sum(products[sales]) ,datesytd(date_table[main_date]))
I don't know if what I am trying to do is possible. All the youtube clips don't seem to have the same issues I am having but I think they have unique dates in their data sets.
Id love to upload the data but its work stuff on a work computer so cant really. Hope I've painted the picture quite clearly.
Resolved, after googling sumif dax, mike honey had a response that i have adapted to get what i need. I needed to add the filter and earlier functions to my equarion and it ended up like this
Calculate (sum(products[sales]),
filter (sales, sales[we_date] <=earlier(sales[we_date]),
filter (sales, sales[year] =earlier(sales[year]),
filter (sales, sales[customer] =earlier(sales[customer]))
There are three other filter sections i had to add, but this now gives me the ytd i needed.
Hope this helps anyone else
I want to get the total qty of items sold by year by each part number. So far I have the following formula:
if {INVOICE_DATE} >= DateTime(2012, 01, 01) and
{INVOICE_DATE} <= DateTime(2012, 12, 31)
THEN Sum ({INVOICE_QTY)
Now, that formula just sums all the parts sold in that year. What I need is for it to reset the sum as it count through each invoice and by each part. How can I do this?
Your formula is not doing what you think it is. For each row in your report (I'll assume that this is by an Invoice_ID or something along those lines) this will simply display the grand total sum of {INVOICE.QTY} for all invoices in the report and will not change from row to row.
To get something that is like your image, you need to create a Cross-Tab object and configure it such that its rows are based on the Product_ID, the columns are based on Invoice_Date and set to be printed "for each year", and set the "Summarized Fields" to be the sum of {INVOICE.QTY}.
I guess you are not grouoing the report hence you are getting the grand total using that formula. What you can do is:
First create a group by Year and then by Part.
In details place your fields that need to be summed and supress the detail part.
Take sum in group footer 2 (For parts summary) and Group footer 1 (For year summary).
I have explored tons of forums and have found similar situations but no solution.
I have a function in AB3 that counts units sold. Then in cell AB5, I am trying to incorporate a SUM function that only SUMS as many cells as the value that is in AB3.
Example, I sell 107 units in January, I want to SUM the values in Z2:Z108. If I sell 10 units in December then I want to SUM the values in Z2:Z11.
The last formula that I used was =SUM(OFFSET(Z2:Z999,AB3,0)) but it returned the wrong SUM. I can't tell exactly what it's grabbing. I assume I've used this formula incorrectly.
Please help!
I've searched here and elsewhere on the web and have not found this exact problem/solution.
I'm building an rdlc report using the MS reportViewer - the report I'm creating is based on an existing spreadsheet where the average price across 6 months is calculated individually for each month, then the average of those prices is calculated as the 6 month period average price. Whether I agree with that methodology or if it's correct is irrelevant, I just need to know how to get an rdlc to do this.
For example:
Month Price1 Price2 Delta
May-12 $31.54 $30.03 $1.51
Jun-12 $36.27 $34.60 $1.67
Jul-12 $44.19 $42.00 $2.19
Aug-12 $38.96 $37.06 $1.90
Sep-12 $36.89 $35.08 $1.81
Oct-12 $35.57 $33.97 $1.60
Average $37.24 $35.46 $1.78
(sorry for the lack of a screen snip, I'm new and the system won't let me post an image...)
I've created a tablix that does the monthly averages computation - I use a group in the table to group the 6 months of data by month (and then hide the hourly price data so you only see the month total row) but I'm stuck on how to calculate the bottom row of the table which is the average of each column. (the average of the averages is not the same as the average of all 6 months of prices from the underlying data - that's what I've learned in this process... IOW, that was my first solution :-) )
What I tried to do to get the average of the averages was give the month total cell a name, MonthlyAvgPrice1, then in the bottom row, used this expression:
Avg(reportitems!MonthlyAvgPrice1.Value)
As I kind of expected, this didn't work, when I try to run the report, it gets a build error saying "The Value expression for the textrun 'Price1PeriodAvg.Paragraphs[0].TextRuns[0]' uses an aggregate function on a report item. Aggregate functions can be used only on report items contained in page headers and footers."
Hopfully I've explained this well, does anyone know how to do this?
Thanks!
-JayG
Actually it is not clear from the question that how are you in particular binding the data to the report items, But from the given information what I understand is that you can
Try like this:
Right Click the tablix row and insert a row below
In the cell where you want to have this Average of Averages insert the following expression
=Sum(Fields!Price1.Value)/6
and similarly insert expression =Sum(Fields!Price2.Value)/6 and =Sum(Fields!Delta.Value)/6 in the other cells where you want to display the Averages
Of Course, you will change the Field names Price1,Price2 etc to the fields that you are getting the values from.
HTH
I have two sheets in Google Spreadsheet document. The first one has columns Month, Income, Expense and Profit (A,B,C,D respectively) and in each row expense value should be calculated based from filter (I think) from another sheet called Expenses.
The Expenses sheet contains columns Date, Name and Price.
So, what I need is to write formula to filter only expenses for specific month, to sum all prices in those rows and to write that value to C column (row for that month) in first sheet.
You can see this example and please help me out to solve this.
This is a formula that can be filled down (I have entered it in F2):
=ArrayFormula(SUMIF(TEXT(Expenses!A$2:A;"MMMM");A2;Expenses!C$2:C))
This is a formula that will automatically populate results down the column (I have entered it in G2):
=ArrayFormula(IF(LEN(A2:A);SUMIF(TEXT(Expenses!A2:A;"MMMM");A2:A;Expenses!C2:C);IFERROR(1/0)))
And this formula will take the year into consideration; I have entered it in J2, referencing month-year strings in I2:I:
=ArrayFormula(IF(LEN(I2:I);SUMIF(TEXT(Expenses!A2:A;"MMMM yyyy");I2:I;Expenses!C2:C);IFERROR(1/0)))