I am a complete novice to excel and having my first go with Pivot Tables.
I have sheets with lost of data mostly numeric, these sheets contain up to 80,000 rows and 25 columns.
I am using pivot tables to filter the data and have managed to get it going ok to give me the values I require.
However I would like to now add the ability to break down the filter ranges into numbers with between values.
For example I have one particular column with numbers ranging from -600 to +2450.
I would like to look at values between 35 and 180 for example without having to select multiple values in the filter and then tick every box i require.
Is this possible for a novice (I have no idea what or where VBA is having had a look around
IF it is possible would it then be possible to do the same for columns that contained a certain piece of text
Hope someone can help
Ian
this is how i would do it.
let's say your "one particular column with numbers ranging from -600 to +2450" is column A.
You can set a new column with the formula IF(OR(A*>=35,A*<=180),1,0),
drag the formula to fill the rest of the cells in the new column,
filter the new column for 1 and it should display all the rows where the values are more than 35 and less than 180.
if it doesn't work with the pivot table, try select all the data in the pivot table, copy and paste the data as values to a new sheet.
you can try it for text as well. just if you are searching for "APPLES" in a column A,
use IF(A*="APPLES",1,0) in a new column and filter out 1.
hope this helps.
For ad-hoc analysis, you could right-click on the relevant field header and select Value Filters and Between. This will save ticking/unticking every number in the range.
You can also group your data field. If you e.g. have the following pivot table layout:
Header1 Header2 Data
A AB 1234
AC 2345
AD 3456
B BB 4567
you can select e.g. AB-AC and right-click and Group... the items. This will add another column with the grouped Header2 fields:
Header1 Header2_2 Header2 Data
A Group1 AB 1234
AC 2345
AD AD 3456
B BB BB 4567
Related
I am trying to lookup values from Table 1 to Table 2 based on Col1 in Table 1.
The catch is that Table 1 has duplicate values (for example, A is repeated 3 times) but I don't want to duplicate the returned value from Table 2.
How can this be done through either excel or sql (e.g. LEFT JOIN)?
What SQL are you using? Are you familiar with CTE and partition?
Have a look here: https://social.msdn.microsoft.com/Forums/sqlserver/en-US/597b876e-eb00-4013-a613-97c377408668/rownumber-and-cte?forum=transactsql
and here: (answer and 2nd comment): Select the first instance of a record
You can use those ideas to create another field that tells you whether the row is the first, 2nd , 3rd etc occurrence of Col1. Eg you'd have something like
1 B Red 150
2 B Red 150
and you can then update col3 to be zero where this new field is not 1.
EDIT: since you asked about Excel: in Excel, sort by whatever criteria you may need (col 1 first, of course). Let's say that Col1 starts (excluding the heading) in cell C2. Set cell B2 =1. Then write this formula in cell B3:
=IF(C3=C2,B2+1,1)
and drag it all the way down. This will count the occurrences of col 1, ie it will tell you which is the first, 2nd etc time a given value appears in col1. You can then use it as as the basis to change the value in other columns.
Also, it is not good practice to have a column where the first cell has a different formula from the others. You can use the same formula nesting another IF and referencing the row, so as to set one formula for the first row and one for the others.
I've been stuck on this for a while now. What I need is the title - what I have is:
Sheet 1:
1 billion mostly unnecessary columns.
Column D: Values I need Column F: Column M:
Revenue Names Date
12 John 1/24/2016 2:40:02 AM
15 Sarah 3/2/2016 4:35:17 PM
14 Sarah 7/17/2016 1:50:10 PM
20 Matt 8/20/2012 4:16:12 AM
10 John 11/19/2015 5:04:05 AM
etc. etc.
Current Sheet 2: Pivot Table*
Row Label:
Sarah
Matt
John
etc.
Desired Sheet 2 Pivot Table+*
Row Label: Column __:
Revenue
Sarah 29
Matt 0 *(note: see below, but = 0 because Matts value corresponded to date 2012)
John 22
etc.
The important thing about Sheet 2 is that I would like to tell VBA to find the nearest emptiest column within the sheet, and input the values from Column D from S1 (and sum for duplicates) but only sum and extract values that range from today's date to 11 months prior. Currently I made a module to automatically create a pivot table for the next sheet, but I have wanted to add the above for a while, just stuck.
I'm also assuming I won't have to specify sum if I tell VBA to extract data for corresponding row label names? And I was thinking about putting a Begin Date and End Date cells on Sheet 2 to refer to, or using the TODAY() function somehow for the date, but not sure how to specify to extract and sum values for the date range from today to 11 months prior.
Edit: *Please note this is a watered down version of my current situation, everything is bigger so to avoid confusion, pivots are necessary, but I choose to dilute it for the sake of this issue.
Do you really need a pivot table?
If you dont, just create a new sheet with all the names, set a cell for the starting date you want to consider and do =sumifs
For example
On Sheet2 B1 you put 1/24/2016.
Then on A2 you insert the name (Sarah, for example)
On B2 you put the formula
=Sumifs(Sheet1!D:D,Sheet1!F:F,A2,Sheet1!M:M,">"&B$1)
After that just make a list of name and drag the formula beside every name.
*My excel is in portuguese so maybe the formula needs some other ajustments to work.
I have a file with 3 columns. Column A contains 300,000 rows, with about 200 separate IDs, all duplicated at least 1,000 times. Column B contains the date for each of the rows. Column C contains the values that I need to extract.
Each of the 200 IDs in Col A can have multiple values (e.g. ID 1234 might have dates 1/1/2001, 1/3/2001, 1/2/2015, etc). Similarly, each date on Col B will have multiple IDs (e.g. 1/2/15 might have IDs of 1234, 1874, 1930, 6043, etc).
In a nutshell, I need to check the values in Col A and Col B to find the relevant ID in Col A and the maximum value in Col B, and return the value in the relevant cell in Col C.
I've looked at Index/Match examples, but they don't seem to be suitable. Is there any suggestions on a macro I could run, that would accomplish what is needed.
Use this array formula:
=INDEX($C$1:$C$300000,MATCH(1,IF(($A$1:$A$300000="1234")*($B$1:$B$300000=MAX(IF($A$1:$A$300000="1234",$B$1:$B$300000))),1,0),0))
Being an array formula it must be confirmed with Ctrl-Shift-Enter instead of Enter when exiting edit mode.
Change the "1234" to a reference cell with the appropriate ID.
You can accomplish this using array formulas. To start, you can retrieve the maximum date in column B when column A is 1234 using the below formula. Keep in mind that you have to use Ctrl-Shift-Enter when you finish typing an array formula.
{=MAX(IF($A$2:$A$24=1234,$B$2:$B$24))}
Note that you will need to change the ranges to include all of your data, rather than my test data on rows 2-24.
Now that you have a formula to retrieve the max date, you can put that inside an index/match and, again using Ctrl-Shift-Enter, use the below array formula to retrieve the value in column C for a row matching 1234 and the maximum date.
{=INDEX($C$2:$C$24,MATCH(1234&MAX(IF($A$2:$A$24=1234,$B$2:$B$24)),$A$2:$A$24&$B$2:$B$24,0))}
I am trying to figure out if there are any differences between a list of data with another. In order for a row of data to "match" with another row, the row must have the same values in their corresponding column. The rows themselves do not have to be in any particular order. In particular, I am dealing with a parts list, where there are part numbers, descriptions, etc. I am trying to figure out if any rows of data are different from rows of data from another list.
I found Compare two sheets using arrays, which may have the answer to my problem, but I am having trouble figuring out how to adapt to my code due to inexperience in Visual Basic.
I was able to get it to work for a single column of data, comparing one column of data from one sheet to another, but cannot get it to compare entire rows of data.
Here is an example of I want this to work:
Sheet 1 Sheet 2
Column 1 Column 2 Column 1 Column 2
Row 1 22a 33 11 11
Row 2 22a 33a 22a 33
Row 3 55 22b 55 23b
The code in the link will tell you what is not in sheet 1 but in sheet 2 and vice versa. In this example, I would like the code to tell me Sheet 1 Row 2 and Sheet 1 Row 3 are not in Sheet 2, and Sheet 2 Row 1 and Sheet 2 Row 3 are not in Sheet 1 (Sheet 1 Row 1 and Sheet 2 Row 2 match).
If that is ok by you, you can do it without VBA using the following formula:
={IF(IFERROR(MATCH(A1&"|"&B1;Sheet7!$A$1:$A$3&"|"&Sheet7!$B$1:$B$3;0);-1)=-1;"Unique";"")}
Assuming that each of your tables start in A1 (so that the tables with three entries span A1:B3), and entering this formula into C1 (and copying it down), press CTRL+SHIFT+ENTER when entering the formula to create an array formula, this will show the word "Unique" in column C if the pair in that row on that sheet is not in any of the row-pairs on sheet 2.
You can then use conditional formatting to highlight unique rows, filter on the tables to include only unique rows, or some other way of doing what you need.
NOTE 1: I have entered my numbers in Sheet6 and Sheet7 instead of 1 and 2. The formula written above goes into Sheet6.
NOTE 2: My language use ; instead of , as function separator, so if yours use , you need to change that.
NOTE 3: You will need to expand the ranges Sheet7!$A$1:$A$3 and Sheet7!$B$1:$B$3 if your set grows (this will happen automatically if new rows are inserted in between the old ones). The best is still probably to create named ranges for each of the 4 columns, exchange the references with those, and manage the named ranges instead of the formulas.
NOTE 4: If your data set contains the character "|", you need to change that as well, to match some character that you for sure do not have there.
Alternatively you could in column C on each cheet enter (assuming first entry in C1)
=A1&"|"&B1"
and copy this down, then run the solution from your copied example using that C column instead of on A1 and B1.
I am trying to accomplish a strange task in excel and don't know how to go about it. I'm using Excel 2007 at work and I know very basic vba.
I want to automate a process where a person takes three spreadsheets and dumps certain data from them into one master sheet. The three spreadsheets vary every month in their column order, so unfortunately I can't just program vlookups to run and get the data.
I could be wrong, but it seems like Vlookup Match, Index Match Match, etc. wouldn't work either because they are still referencing cells. I basically need something that will find a column based on the text in the column, rather than its location, because the location will change, but the text will always be the same.
I have two ideas but I have no idea if they work and don't really know where to start on implementing them:
Convert the three spreadsheets to tables and reference the headings with table syntax (I haven't been able to get this to work)
Complex VBA that IDs everything
Can anyone help point me in the right direction to accomplish this task? Thanks so much for your help.
EDIT EXAMPLE
My main template that I'm trying to dump things into is just going to have the ID#s and empty columns:
ID# AltID# Deal
1
2
3
4
5
And then another spread sheet might have look like this
ID# AltID# Deal
1 10101 AAAA
2 20202 BBBB
3 30303 CCCC
4 40404 DDDD
5 50505 EEEE
I could of course vlookup, but the problem is next month, those columns in the second spreadsheet won't be in the same place, in the same order. They could be all the way on colum DD or whatever. So I need a formula that looks them up regardless of the columns location. Just matching them by the heading text. I hope that clarifies...
If you combine VLOOKUP with MATCH you can search based on column name, not index. Remember that the MATCH function returns the numeric index of the match. Let's assume that your data looks like the below:
NAME DAY1 DAY2 DAY3
Bob 123 345 567
Tim 456 789 998
A functioning Vlookup to return the DAY2 column for Tim would look like:
=VLOOKUP("Tim", A2:D3,MATCH("DAY2",A1:D1,0),FALSE)
A couple of notes. Where I've hard coded in words, you can use cell references.
Here is one idea:
get the index of the column ID# in Sheet2 MATCH("ID#",Sheet2!$1:$1,0)
convert to a character: CHAR(MATCH("ID#",Sheet2!$1:$1,0)+64)
get the column range:
INDIRECT(
CONCATENATE("Sheet2!",
CHAR(MATCH("ID#",Sheet2!$1:$1,0)+64),":",
CHAR(MATCH("ID#",Sheet2!$1:$1,0)+64)))
similarly for column AltID#:
INDIRECT(
CONCATENATE("Sheet2!",
CHAR(MATCH("AltID#",Sheet2!$1:$1,0)+64),":",
CHAR(MATCH("AltID#",Sheet2!$1:$1,0)+64)))
with range of ID# and AltID#, we can do the match+index:
=INDEX(
INDIRECT(
CONCATENATE("Sheet2!",
CHAR(MATCH("AltID#",Sheet2!$1:$1,0)+64),":",
CHAR(MATCH("AltID#",Sheet2!$1:$1,0)+64))),
MATCH(A2,INDIRECT(
CONCATENATE("Sheet2!",
CHAR(MATCH("ID#",Sheet2!$1:$1,0)+64),":",
CHAR(MATCH("ID#",Sheet2!$1:$1,0)+64))),0))
Here is an idea to consider:
Give a name to cell ID# e.g "dataJanuary" and use this named-cell as reference using an OFFSET function then you can explore it with vlookup or index-match function or other method.
Next month even if the ID# column is moved to other column or row, it will always reference to the same data since the cell is already named with "dataJanuary".