EXCEL: Create Array Formula out of INDEX/MATCH with multiple results - arrays

my aim is to convert a massive excel sheet with different projects, employees and hours worked per month into an overview per employee. It should be possible to display the projects the employee is involved in and how many hours he worked per project per month.
The original sheet looks something like this:
I managed to find the projects Person A worked in by filtering through the INDEX/MATCH function. I applied the formula to the whole row where the employees are listed and receive multiple results of projects. My question is how to transform the formula into something more effective to copy all of the matched results (projects) into a column (see 1).
This is what I have so far, if matches the employee name in a certain area; the output is the first match of the project he is involved in:
=INDEX(B2:J3;1;MATCH("Person A";Sheet1!B3:E3;0))
How can I copy this to the bottom cells to copy all of the matched results? Does it help to create an array formula with this?

You can use he following formula in cell B9:
=IFERROR(INDEX($2:$2,SMALL(IF($3:$3=$B$8,COLUMN($3:$3)-COLUMN(INDEX($3:$3,1,1))+1),ROWS(A$1:A1))),"")
It indexes row 2 and looks for the column number of the first match in row 3 that equals the value in B8 (=Person A). When dragging down it will look for the second match ROWS(A$1:A1) will become ROWS(A$1:A2) = 2.
For Person B you can use this formula in cell B14:
=IFERROR(INDEX($2:$2,SMALL(IF($3:$3=$B$13,COLUMN($3:$3)-COLUMN(INDEX($3:$3,1,1))+1),ROWS(A$1:A1))),"")
I hope this is what you where looking for.
PS
if you paste the following formula in cell C9 you will get the sum result for Person A on Project XY in month 10 2019:
=IF(OR($B9="",C$8=""),"",SUMPRODUCT(($B$2:$K$2=$B9)*($B$3:$K$3=$B$8)*($A$4:$A$6=C$8),B4:K6))
Note: That is provided that the value in cell C8 equals the value in cell A4.

Related

EXCEL: How to count if data matches in specific columns where header is within the date range?

I would like to get a count on the total number of lessons of a specific length given within a specific date range.
I can figure out how to get the number of a specific type of lesson on a specific day with something like in:
=countifs(INDEX($E:$V,,MATCH($A8,$E$1:$V$1,1)),"=30")
But I can't figure out how to to find all of the values for say Dates <=A8 (for row 8), or dates >A8 & <=A9 (for row 9).
I am looking to get the data to output like the yellow section.
In Excel:
=countifs(INDEX($E:$V,,MATCH($A8,$E$1:$V$1,1)):INDEX($E:$V,,IFERROR(MATCH($A9,$E$1:$V$1,1)-1,COLUMN($V$1))),"=30")
But note, this will not work in Google Sheets.
I'm not sure it is the most elegant. My solution was to create a hidden column (Now E:E) for the to calculate the days between the A column dates.
Example for cell E9
=SUMPRODUCT(($F$1:$W$1>A8)*($F$1:$W$1<A9))
This returned a number of days between days A7 and A8.
I then modified Scott Craner's formula to this (Example for cell B9):
=COUNTIFS(INDEX($F:$W,,MATCH($A9-$E9,$F$1:$W$1,1)):INDEX($F:$W,,IFERROR(MATCH($A9,$F$1:$W$1,),COLUMN($W$1))),"=30")
Remember now, that after adding a column my dates shifted from E1:V1 to F1:W1
These two steps solved my issue with double counting on certain dates.
Lastly, I went back and tested this with Google Sheets and it does now appear that it will also work with Google Sheets.

Excel: Using a formula (no VBA) how to check if elements in a range are in another array which is defined by index/match

I'd have another question. The situation is as follows: I have two tables (=formatted Excel tables). The situation looks as below. I am trying to filter for the $ sales amount (cell E4) of a given sales rep (cell D4). I was thinking about using =SUMPRODUCT(IF((Table2[Store ID]=INDEX(Table1[Store ID],MATCH("Marc",Table1[Sales Rep],0),)),1,0)) (as I would have other conditions such as month which are no displayed in my example below), however, that's not giving me the correct value. The index-formula gives me just the first result once it finds "Marc".
The "correct" result in the example shown would be $121 as Marc accounts for these sales in the store with ID 1.
How can I overcome this problem? Any help would be much appreciated.
Add an additional column [shop ok] with a formula =IF(F7=$D$4,[#[store ID]],0) into Table1, to indicate that this store is under Marc's control.
In E4 insert a formula
=SUMPRODUCT(Table2[Sales]* COUNTIF(Table1[shop ok],Table2[Store ID]))
It's an array formula, so add it using Ctrl+Shift+Enter
didn't manage to avoid adding additional columns, got some errors, so ended up with this solution for now.
In E4, enter formula :
=SUMPRODUCT(SUMIFS(I7:I9,H7:H9,D7:D9)*(F7:F9=D4))

Vlookup from multiple criteria to display nearest answer

I was hoping someone can help me. I have hit a solid wall.
I have a table with product information included and I am building a calculator which should spit out a number of options based on set criteria which is in the table. I am failing at just pulling through a code. I feel rather embarassed asking about how to do a vlookup here. But basically I have a vlookup which depends on multiple criteria and for the calc to cough out the nearest match (if applicable) based on this criteria.
Criteria 1 = Product
Criteria 2 = Type
Criteria 3 = Height
Criteria 4 = Min
I have created a search key in the table to concatenate all of these columns and then done a vlookup, which is =Vlookup(Criteria1 & Criteria2 & Criteria3 & Criteria4, Table Data, Code Required) But this does not appear to be giving me results, it either coughs out an error or the incorrect product. Below is my data and my calc I am hoping to complete. Can someone please help?
Here is an example looking for a closest match on Min. It demonstrates the principle so you can extend.
The closest match formula part is:
MATCH(MIN(ABS(E2:E4-K2)),ABS(E2:E4-K2),0))
Column E for column with Min values in. And K2 for target Min. This is an array formula entered with Ctrl + Shift+Enter. You would adjust the range of E2:E4.
The multiple criteria part is using:
=MATCH(lookup_value_1&lookup_value_2&lookup_value_3, lookup_array_1&lookup_array_2&lookup_array_3, match_type)
Where you are concantenating your parameters and searching for a match of the concatenation of those parameters in the table (you could do this against the key column if the key is made up of the same parameters.)
Overall formula with some test data (using one estimate figure):
=INDEX(F:F,MATCH(K1&K5&J5&INDEX(E2:E4,MATCH(MIN(ABS(E2:E4-K2)),ABS(E2:E4-K2),0)),B:B&C:C&D:D&E:E,0))
Above entered combined formula remember is an array formula so entered with Ctrl+Shift+Enter . You can reduce the ranges from entire columns to only those rows holding data.
Data data:
I am not typing all that out from picture so here is a quick n dirty
I tried with the QHarr's solution but it didn't work with all the rows.
My solution is:
Add a column with:
=IF(E2 < $K$2, E2, 0) and copy for all rows
In L5 create the formula:
{=INDEX(F2:F19,MATCH($K$1&K5&$J$5&INDEX(E2:E19,MATCH(MAX(SI(B2:B19=$K$1,1,0)*IF(C2:C19=K5,1,0)*IF(D2:D19=$J$5,1,0)*G2:G19,0),E2:E19,0)),B2:B19&C2:C19&D2:D19&E2:E19,0))}
Copy the formula to L6 and L7
Excel exercise printscreen
Originally marked this as answered and it did work initially but as I added more products it began to fail. I did manage to (after much trial and error) find a simple solution {=INDEX(Calc!$I$2:$I$189,MATCH(Output!$H$7,IF(Calc!$B$2:$B$189=Output!A12,Calc!$H$2:$H$189),1))}

Excel, counting within a formulatext on array

Imagine rows A2:A11 = name of customer, Columns B1:AE1 = days of the month.
To make it easy:
Daily, we tally if customers purchase (quantity) and separate them with a + to get the total of that day purchase. (example: on 2nd day of the month (C2:C5)
Abe =44+54+10
John =22+10+40
Sara =40
Mary=10+10
Also we need to count total “sales cases” of the whole day (in the above example it is 3+3+1+2)= 9 to show in the last row of the day. (B12 in this example)
The logic is something like
=SUMPRODUCT(LEN(FORMULATEXT(C2:C5))-LEN(SUBSTITUTE(FORMULATEXT(C2:C5),"+","")))
But I’m getting NA.
reminder: when there are no "+" signs & the value is more than zero, it should count as 1.
help?
There is a trick to do this, which might end up a bit convoluted to achieve the end result you want
First, define a new name in Name Manager (in the Formula menu bar)
Name: FormulaText
Refers to: =GET.CELL(6,OFFSET(INDIRECT("RC",FALSE),0,-1))
Now if you have a formula in cell B3 of =10+20+30 enter =FormulaText in cell C3 and you will get the text version of the formula
You can now count + symbols in that formula using =LEN(C3)-LEN(SUBSTITUTE(C3,"+",""))
In your specific circumstances, I would offset all of this to the right of your spreadsheet, say by 35 columns, in which case you will need to change the definition of FormulaText accordingly.
A fair bit of set-up work, but the result should work automagically.

VLOOKUPs to Populate an Excel Table

I'm having trouble writing a VLOOKUP to sort some data.
I have one table that has data that looks like this:
MarkAsOfDate MaturityDate ZeroRate
05-May-15 05-May-15 0.006999933
05-May-15 06-May-15 0.006999933
05-May-15 05-Jun-15 0.008996562
05-May-15 06-Jul-15 0.008993128
... ....
I want to make a table with every instance where the interval between the dates in the first and second columns is exactly one month (such as 05 - May - 15 and 05 - Jun - 15), and with blanks where no such value exists.
So I made a second table which looks like:
MarkAsofDate MaturityDate Zero Rate 1M
5-May-15 5-Jun-15
6-May-15 6-Jun-15
7-May-15 7-Jun-15
8-May-15 8-Jun-15
9-May-15 9-Jun-15
.... ....
I want to populate this table using data from the first table. I've tried to write a VLOOKUP for it but I'm not sure how to do it with two columns instead of one.
Thanks in advance.
Vlookup has some limitations, as you're starting to see. Another suggestion is Index/Match. Use this in your second table.
Note: I assume your top table is in Sheet1. Put this in your C2, in the second table (under the "Zero Rate 1M" header):
=Index(Sheet1!$C:$C,match(A2&B2,Sheet1!$A:$A&Sheet1!$B:$B,0)) and enter by pressing CTRL+SHIFT+ENTER.
There are a lot of ways to do it - if your data is sorted first by MarkAsofDate and then by Maturity date, the simplest method will be to add a helper column on your raw data tab - let's say column E. In column E, starting at E2 and copied down, type [Assuming MarkAsofDate is column A & MaturityDate is column E]:
=IF(MONTH(B1)-MONTH(A1)=1,A1,"")
This column will show the MarkAsOfDate for every item which has a MaturityDate 1 month after the MarkAsOfDate; for all other rows it will show "".
In your special data results tab, use the MATCH function to find the row in column E which matches your current row's MarkAsOfDate. We will also use the INDEX function to return the value from that row in column C. Assuming your first sheet with raw data is sheet1 and your special data results is on sheet2, type this into E2 on sheet2 and drag down:
=INDEX(Sheet1!C:C,MATCH(A2,Sheet1!A:A,0))
Another alternative (apart from BruceWayne's recommended Array Formula) would be to use the OFFSET function. OFFSET creates a new range based on a starting point, moving a number of cells to the right/left/up/down, for a given height and width. In this case, we will first use MATCH to find the first time that the MarkAsOfDate on Sheet1 matches Sheet2. We will use that info and the OFFSET function to create a new range which starts there, and ends at the bottom of your data, like so:
=OFFSET(Sheet1!A1,MATCH(A2,Sheet1!A:A,0),1,COUNT(Sheet1!C:C),2)
Then we just need to use VLOOKUP on the range we created above, like so:
=VLOOKUP(B2,OFFSET(Sheet1!A1,MATCH(A2,Sheet1!A:A,0),1,COUNT(Sheet1!C:C),2),0)
This second alternative avoids needing a helper column, but is more complex and could be prone to errors if your rows/columns change (because we had to hardcode a couple of things in the OFFSET function). Also, OFFSET is volatile, meaning it recalculates whenever any cell calculates, so it can slow down your workbook if you have a lot of rows of it. Based on that, I recommend you either use the helper column method above, or if you are comfortable with Array Formulas, using BruceWayne's answer.

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