Objective
I have a Microsoft Excel spreadsheet containing a price list that may change over time (B2:B5 in the example). Separately, I have a budget that too may change over time (D2). I am attempting to construct a formula for E2 to output the number of items that can be purchased with the budget in D2. Thereafter, I'll attempt to construct formulas to output any change that would be made (F2) and a comma-delimited list of purchasable items (G2).
Note: It unfortunately isn't possible to add an intermediate calculation column to the list, such as a running total. As such, I'm trying for formulas for single cells (i.e., E2, F2, and G2).
Note: I'm using Excel for Mac 2019.
A B C D E F G
+---------+---------+-----+---------+-------+---------+---------------------------+
1 | Label | Price | | Budget | Items | Change | Item(s) |
+---------+---------+-----+---------+-------+---------+---------------------------+
2 | Item #1 | $ 10.00 | | $ 40.00 | 3 | $ 4.50 | Item #1, Item #2, Item #3 |
+---------+---------+-----+---------+-------+---------+---------------------------+
3 | Item #2 | $ 20.00 | | | | | |
+---------+---------+-----+---------+-------+---------+---------------------------+
4 | Item #3 | $ 5.50 | | | | | |
+---------+---------+-----+---------+-------+---------+---------------------------+
5 | Item #4 | $ 25.00 | | | | | |
+---------+---------+-----+---------+-------+---------+---------------------------+
6 | Item #5 | $ 12.50 | | | | | |
+---------+---------+-----+---------+-------+---------+---------------------------+
For E2, I've attempted:
{=MAX(N(SUM(INDIRECT("$B$2:$B$"&ROW($B$2:$B$6)))<=$D2)*ROW($B$2:$B$6)-MIN(ROW($B$2:$B$6))+1)}
Though, the above values and this formula result in an output of -1.
Note: The formula for F2 and G2 seemingly easily follow E2; e.g. {=$D2-SUM(IF((ROW($B$2:$B$6)-MIN(ROW($B$2:$B$6))+1)<=$E2,$B$2:$B$6,0))} and {=TEXTJOIN(", ",TRUE,INDIRECT("$A$2:$A$"&(MIN(ROW($B$2:$B$6))+$E2-1)))} seem to work well, respectively.
Observations
{="$B$2:$B$"&ROW($B$2:$B$6)} evaluates to {"$B$2:$B$2";"$B$2:$B$3";...;"$B$2:$B$6"} (as desired);
{=INDIRECT("$B$2:$B$"&ROW($B$2:$B$6)) should evaluate to the equivalent of {{$B$2:$B$2},{$B$2:$B$3},...,{$B$2:$B$6}}; though, as a 1x5 multi-cell array formula, evaluates to the equivalent of {#VALUE!,#VALUE!,#VALUE!,#VALUE!,#VALUE!} and, with F9 does to {10;#N/A;#N/A;#N/A;12.5};
{=SUM(INDIRECT("$B$2:$B$"&ROW($B$2:$B$6)))<=$D2}, as a 1x5 multi-cell array formula, evaluates to the equivalent of {TRUE;TRUE;TRUE;FALSE;FALSE} (as desired); though, with F9 does to #VALUE!;
{=N(SUM(INDIRECT("$B$2:$B$"&ROW($B$2:$B$6)))<=$D2)}, as a 1x5 multi-cell array formula, evaluates to the equivalent of 1;1;1;0;0 (as desired); though, with F9 does again to #VALUE!;
{=N(SUM(INDIRECT("$B$2:$B$"&ROW($B$2:$B$6)))<=$D2)*ROW($B$2:$B$6), as as 1x5 multi-cell array formula, evaluates to the equivalent of {2,3,4,0,0} (as desired); though, with F9 does to {#VALUE!,#VALUE!,#VALUE!,#VALUE!,#VALUE!};
{=N(SUM(INDIRECT("$B$2:$B$"&ROW($B$2:$B$6)))<=$D2)*ROW($B$2:$B$6)-MIN(ROW($B$2:$B$6))+1}, as a 1x5 multi-cell array formula, evaluates to the equivalent of {1,2,3,-1,-1} (as desired); though, with F9 does again to {#VALUE!,#VALUE!,#VALUE!,#VALUE!,#VALUE!}; and,
{=MAX(N(SUM(INDIRECT("$B$2:$B$"&ROW($B$2:$B$6)))<=$D2)*ROW($B$2:$B$6)-MIN(ROW($B$2:$B$6))+1)} evaluates to -1
Interestingly:
If {=N(SUM(INDIRECT("$B$2:$B$"&ROW($B$2:$B$6)))<=$D2)*ROW($B$2:$B$6)-MIN(ROW($B$2:$B$6))+1} is placed as the multi-cell array formula in, say, E10:E14, a =MAX($E$10:$E$14) results in 3 (as desired).
Speculation
At present, I'm speculating that, when entered as a single cell array formula, the INDIRECT is not being assessed to be array producing and/or the SUM, as part of a single cell array formula, is not producing an array result.
Please assist. And, thank you in advance.
Solutions (Thanks to Contributors Below)
For E2, {=IF($B$2<=$D2,MATCH(1,0/(MMULT(N(ROW($B$2:$B$6)>=TRANSPOSE(ROW($B$2:$B$6))),$B$2:$B$6)<=$D2)),0)} (thank you Jos Woolley);
For F2, =IF($E2=0,MAX(0,$D2),$D2-SUM($B$2:INDEX($B$2:$B$6,$E2))) (thank you P.b); and,
For G2, =IF($E2=0,"",TEXTJOIN(", ",TRUE,$A$2:INDEX($A$2:$A$6,$E2))) (thank you P.b).
The first point to make, as I mentioned in the comments, is that it must be understood that piecemeal evaluation of a formula - via highlighting subsections of that formula and committing with F9 within the formula bar - will not necessarily correspond to the actual evaluation.
Evaluation via F9 in the formula bar always forces that part to be evaluated as an array. Though this is misleading, since the overall construction may not actually evaluate that part as an array.
The second point to make is that SUM cannot iterate over an array of ranges, though SUBTOTAL, for example, can, so replacing SUM with SUBTOTAL (9, in your current formula should work.
However, you would still be left with a construction which is volatile, so I would recommend this non-volatile alternative:
=MATCH(1,0/(MMULT(N(ROW(B2:B6)>=TRANSPOSE(ROW(B2:B6))),B2:B6)<=D2))
In E2 you can use:
=MATCH(TRUE,--SUBTOTAL(9,OFFSET(B2:B6,,,ROW(B2:B6)))>=D2,0)
In F2 you can use:
=D2-SUM(B2:INDEX(B2:B6,E2))
In G2 you can use:
=TEXTJOIN(", ",1,A2:INDEX(A2:A6,E2))
Data
Datapull | product | value
8/30 | X | 2
8/30 | Y | 3
8/30 | Y | 4
9/30 | X | 5
9/30 | Y | 6
Report
date range dimension: datapull
dimensions: data pull & product
metric: running delta of record count
Chart
For 8/30, The totals to start for product Y are right but Product X shows nothing when the first row of data has an entry for product X in 8/30.
The variances in 9/30 are wrong too.
Can someone please let me know if there is a way to do running deltas with 2 dimensions? This is not calculating correctly.
Using the combination of Breakdown dimension and Running delta calculation brakes the chart!
If you not mind to create a field for each Breakdown dimension (product), this will work:
case when product="X" then 1 else 0 end
And put each of these fields into 'Metric':
I'm looking for a way to create an excel array with n occurences of an x value, n and x being vectors.
Desired behaviour :
|---------------------|------------------|------------------|
| occurences | value | result |
|---------------------|------------------|------------------|
| 3 | 4 | {4;4;4;1;1} |
|---------------------|------------------|------------------|
| 2 | 1 |
|---------------------|------------------|
This is a question similar to this one, except that I want one more dimension. I'm not interested in a VBA answer, I'm looking for a formula.
I've tried playing around with index and concatenation like in the answer to the previously linked question but with no luck until now.
This result will be used in a bigger formula that will sum the m greatest values (I already have that part figured and working, the m value is irrelevant here). You can consider this question as if the occurences are the storage amounts, and I want the sum of the m greatest individual values.
Here's another approach in O365:
=INDEX(B:B,MATCH(SEQUENCE(SUM(A1:A3),1,0),
MMULT(N(ROW(A1:A3)>=TRANSPOSE(ROW(A1:A3))),A1:A3)-A1:A3))
where you're looking up the row number of the output array in the running total of the input counts.
I think it could be modified to work over an arbitrary range but would then be a fairly long formula.
If the inputs aren't in the sheet but coming from an array formula, then still possible but it would be a very long formula.
=FILTERXML("<t><s>" & TEXTJOIN("</s><s>",TRUE,SEQUENCE(3,,4,0),SEQUENCE(2,,1,0)) & "</s></t>","//s")
will return: {4;4;4;1;1} which can be used as part of a larger formula.
I have been working with country-level survey data in Stata that I needed to reshape. I ended up exporting the .dta to a .csv and making a pivot table in in Excel but I am curious to know how to do this in Stata, as I couldn't figure it out.
Suppose we have the following data:
country response
A 1
A 1
A 2
A 2
A 1
B 1
B 2
B 2
B 1
B 1
A 2
A 2
A 1
I would like the data to be reformatted as such:
country sum_1 sum_2
A 4 4
B 3 2
First I tried a simple reshape wide command but got the error that "values of variable response not unique within country" before realizing reshape without additional steps wouldn't work anyway.
Then I tried generating new variables conditional on the value of response and trying to use reshape following that... the whole thing turned into kind of a mess so I just used Excel.
Just curious if there is a more intuitive way of doing that transformation.
If you just want a table, then just ask for one:
clear
input str1 country response
A 1
A 1
A 2
A 2
A 1
B 1
B 2
B 2
B 1
B 1
A 2
A 2
A 1
end
tabulate country response
| response
country | 1 2 | Total
-----------+----------------------+----------
A | 4 4 | 8
B | 3 2 | 5
-----------+----------------------+----------
Total | 7 6 | 13
If you want the data to be changed to this, reshape is part of the answer, but you should contract first. collapse is in several ways more versatile, but your "sum" is really a count or frequency, so contract is more direct.
contract country response, freq(sum_)
reshape wide sum_, i(country) j(response)
list
+-------------------------+
| country sum_1 sum_2 |
|-------------------------|
1. | A 4 4 |
2. | B 3 2 |
+-------------------------+
In Stata 16 up, help frames introduces frames as a way to work with multiple datasets in the same session.
I am currently working between two workbooks.
In Workbook A I have the following data.
A ... D E F ... N
1.| ID | Name | Desc | Prod | Country|
2.| 12345 | Apple| Fruit| 10| US|
3.| 12346 | Celery| Veg| 150| US|
4.| 12347 | Mint| Herb| 25| FR|
I have been using the following formula from AHC in Workbook B, the aim is to perform a VLOOKUP which grabs all the ID's but only if the Country = "US".
=VLOOKUP("US", CHOOSE({2,1},Workbook A.xlsx!Table1[ID], Workbook A.xlsx!Table1[Country]), 2, FALSE)
This formula works well, however, my problem comes because the formula will only ever return the first instance in the array. For example, if I include this formula in Workbook B, Col A it will look like this:
A
1.|ID of US|
2.| 12345 |
3.| 12345 |
4.| 12345 |
5.| 12345 |
6.| 12345 |
7.| 12345 |
How would I make this formula work so that it returns each ID which matches "US", not just the first occurrence of a match?
In B2 put this formula:
You might need to adjust the rows of the ranges (I went till 100).
={ISERROR(INDEX(D$2:D$100,SMALL(IF(N$2:N$100=$A2,ROW(D1)),ROW(N1))),"")}
NOTE:
Step 1) Insert the formula only in Cell B2 without the {}
Step 2) Once the formula is inserted mark the entire formula and press Ctrl + Shift + Enter so the formula will get the {}
Step 3) Drag it down the rows as far as you need it to get the list.