Tags: MAX

Show sales only for corresponding months in prior years

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Refer to this simple Sales dataset

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The objective is to create a simple matrix with months in the row labels, years in the column labels and sales figures in the value area section.  The twist in the question is that for years prior to the current year (2018 in this dataset), sales should only appear till the month for which there is data for the current year.  For e.g., for 2018, data is only till Month 4 and therefore for prior years as well, data should only appear till Month 4.  As and when Sales data gets added below row 17, data for prior years should also go up to that month.

The expected result is

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You may download my PBI file from here. The same solution can be obtained in Excel as well (using Power Query and PowerPivot).

Filtering on 2 date fields within one Table

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This table contains a list of all the inspections created and completed within different time periods.

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The objective is to create two Tables from this single table - one showing the Accounts created within the chosen time period and another showing the those that were closed within the same time period.  Here are screenshots of the expected results.

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You may download my PowerBI desktop solution workbook from here.  The same solution can be obtained in Excel as well (using Power Query and PowerPivot).

Determine the most recent status after satisfying certain conditions

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Assume a three column dataset with Patient ID, Smoking Status and Review Date

PatientID SmokingStatus ReviewDate
P1 10-03-2018
P1 9 09-03-2018
P1 1 08-03-2018
P1 4 07-03-2018
P2 9 10-03-2018
P2 9 09-03-2018
P2 9 08-03-2018
P2 9 07-03-2018
P3 2 10-03-2018
P3 09-03-2018
P3 9 08-03-2018
P4 9 10-03-2018
P4 1 09-03-2018
P4 4 08-03-2018

The objective is the create another 3 column dataset with the following conditions:

  1. If the patient's latest smoking status is other than Blank or 9, then consider that as the smoking status of the patient; and
  2. If the patient's latest smoking status is blank or 9, then consider the previous smoking status that is not blank or 9; and
  3. If the patient's smoking status is blank or 9 on all dates, then consider the smoking status as 9

The expected result is:

PatientID Last date when the smoking status was other than 9 or Blank Smoking status on that date
P1 08-Mar-18 1
P2 10-Mar-18 9
P3 10-Mar-18 2
P4 09-Mar-18 1

I have solved this question using 3 methods - PowerPivot, Advanced Filters and formulas.  You may download my solution workbook from here.

Determine the total number of projects by Status

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Here's a simple 3 column table showing Date, Project name (Cat.) and Status of the project.  Each project can have multiple status entries on different dates.  So as you can observe, project "alpha_9383993" was In Progress on Oct 2, 2017, remained so on October 5, 2017 but was completed on October 6, 2017.

Date Cat. Status
02-Oct-17 alpha_9383993 In Progress
03-Oct-17 Pulse_9387388 In Progress
04-Oct-17 Pulse_9387388 Rework
05-Oct-17 alpha_9383993 In Progress
06-Oct-17 alpha_9383993 Completed
07-Oct-17 Pulse_9387388 Completed
08-Oct-17 Oppo_tes_9383 In Progress
09-Oct-17 Oppo_Max_8977 Rework

The objective is to determine the count of projects by Status as per the most recent status of every project.  So the expected result is:

Row Labels measure 2
Completed 2
In Progress 1
Rework 1

The result for In Progress should be one because there is only one such project - Oppo_tes_9383.  Project alpha_9383993 should not be counted because it was completed on October 6, 2017.  Likewise the result for Rework should be one because there is only one such project - Oppo_Max_8977.  Project Pulse_9387388 should not be counted because it was completed on October 7,2017.

I have solved this problem with the PowerPivot.  You may download my solution workbook from here.

Distribute projected revenue annually

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Here is a dataset showing Project wise forecast of open opportunities.

  1. Topic is the Project Name
  2. Est. Close Date is the date by when the opportunity would be closed i.e. the project would be won from that Client
  3. Duration is the time (in months) for which the project would run
  4. Amount is the total amount that would be billed for that project

Clients are invoiced annually only. So in the example below:

  1. Project ABC is for US$1 million with a duration of 24 months and is expected to be closed in Oct. 2017.  We need to model the data to show the billing every 12 months.  So for ABC US$500K would be billed in Oct-2017 and another US$500K in Oct-2018.
  2. Project GEF is for US$2 million with a duration of 18 months and is expected to be closed in Feb. 2018. We need to model the data to show US$1.3 million in Feb-2018 and another US$666K in Feb-2019.  The monthly billing is US$2 million divided by 18 and then multiplied by 12 - this amounts to US$1.3 million.
Topic Est. Close Date Duration (Months) Amount
ABC 01-10-2017 24 1,000,000
GEF 01-02-2018 18 2,000,000
XYZ 01-03-2018 30 1,000,000

The expected result should look like this:

Row Labels Oct-17 Feb-18 Mar-18 Oct-18 Feb-19 Mar-19 Mar-20 Total
ABC 500,000 500,000 1,000,000
GEF 1,333,333 666,667 2,000,000
XYZ 400,000 400,000 200,000 1,000,000
Grand Total 500,000 1,333,333 400,000 500,000 666,667 400,000 200,000 4,000,000

I have solved this problem using Power Query and PowerPivot. You may download my solution workbook from here.

Determine cumulative interest payable on an annuity with varying time periods

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Imagine a fixed monthly amount due to an Organisation for services rendered to various customers.  While an invoice is raised every month by this Organisation, not all pay up the dues on time.  For unpaid dues, the Organisation charges its client interest ranging from 3% to 9% per annum.  The objective is to determine cumulative interest payable by various customers to Organisation X.

The base data looks like this

Client Monthly revenue Int. calculation start date Int. calculation end date Interest rate
Client A 33,967 01-Aug-16 25-Jul-17 9.00%
Client B 123 12-Sep-16 30-Nov-17 4.00%

Given the dataset above, the total interest payable by Client A is Rs. 16,237.20.  The calculation is shown below:

From To Days for which interest should be paid Principal Interest
02-Aug-16 31-Aug-16 328.00 33,967.00 2,745.26
01-Sep-16 30-Sep-16 298.00 33,967.00 2,494.17
01-Oct-16 31-Oct-16 267.00 33,967.00 2,234.71
01-Nov-16 30-Nov-16 237.00 33,967.00 1,983.62
01-Dec-16 31-Dec-16 206.00 33,967.00 1,724.16
01-Jan-17 31-Jan-17 175.00 33,967.00 1,464.70
01-Feb-17 28-Feb-17 147.00 33,967.00 1,230.34
01-Mar-17 31-Mar-17 116.00 33,967.00 970.88
01-Apr-17 30-Apr-17 86.00 33,967.00 719.79
01-May-17 31-May-17 55.00 33,967.00 460.33
01-Jun-17 30-Jun-17 25.00 33,967.00 209.24
01-Jul-17 25-Jul-17 - 33,967.00 -
Total       16,237.20

You may download my solution workbook with from here. I have solved this problem using normal Excel formulas and the PowerPivot.

Determine number of learners who have completed different stages of multiple online courses

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Here is a sample dataset of learners who have cleared different stages of multiple courses on offer within an Organisation:

Learner Stage completed Course
Bill Stage 1 Public Speaking
Bill Stage 2 Public Speaking
Bill Stage 3 Public Speaking
Susan Stage 1 Effective Communication
Bob Stage 1 Public Speaking
Bob Stage 2 Public Speaking
Sheila Stage 1 Effective Communication
Sheila Stage 2 Effective Communication
Sheila Stage 3 Effective Communication
Frank Stage 1 Effective Communication
Frank Stage 2 Effective Communication
Henry Stage 1 Public Speaking
Henry Stage 2 Public Speaking
Bill Stage 1 Effective Communication
Bill Stage 2 Effective Communication

From this sample dataset, one may want to know how many participants have completed each stage of these multiple courses.  The expected result is shown below:

Row Labels Stage 1 Stage 2 Stage 3
Effective Communication 1 2 1
Public Speaking 2 1
Grand Total 1 3 2

In this workbook, I have shared 2 solutions - one using formulas and the other using the Power Query & PowerPivot.

Remove special characters from a string

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Hi,

Assume a column of names as follows:

Name
Mohammed Zia-Ul Haque
Steven Thomas -
,-Rohit Sunil Ahir-Chowdhary.-
Anuj -----------
Sameer --
..,Mohit --
Rajeev Nair.
Monalisa . Das
Vijeta ...
--,.Anjana. M.U..,-

Please observe that there are special characters before the name, within the name and after the name.  The task is to remove special characters before and after the name.  The expected result is shown below:

Expected Result
Mohammed Zia-Ul Haque
Steven Thomas
Rohit Sunil Ahir-Chowdhary
Anuj
Sameer
Mohit
Rajeev Nair
Monalisa . Das
Vijeta
Anjana. M.U

The array formula (Ctrl+Shift+Enter) to make this work is

=MID(A2,MIN(SEARCH(CHAR(ROW($A$65:$A$90)),A2&CHAR(ROW($A$65:$A$90)))),LOOKUP(2,1/((CODE(MID(UPPER(A2),ROW(INDIRECT("1:"&LEN(A2))),1))>=65)*(CODE(MID(UPPER(A2),ROW(INDIRECT("1:"&LEN(A2))),1))<=90)),ROW(INDIRECT("1:"&LEN(A2))))-(MIN(SEARCH(CHAR(ROW($A$65:$A$90)),A2&CHAR(ROW($A$65:$A$90)))))+1)

I have solved a similar problem at this link as well but that requires the usage of an add-in.  This is so because the special characters and numbers need to be removed from within the string as well.  In other words, everything except letters need to be removed from the alphanumeric string (no matter where the numbers and special characters are - beginning, middle or at the end).

Consider a Pivot Table Value field column as a criteria for computing another Value Field column

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Assume a simple three column dataset showing hours worked by different machine on different dates.  So column A is Date, column B is Machine Name and column C is hours worked.  There are duplicates appearing in column A and B .  Blanks in column C depict machine idle time.

The task is to create a simple three column dataset showing all unique Machine names in the first column, Last day on which the machine worked in the second column and hours worked on the last day in the third column.

This problem can be solved by using formulas (Refer first worksheet of the workbook) but if one has to use a Pivot Table, then there would be a few problems.

1. The Grand Total for the Date Field should be blank because on cannot determine the Last day on which the machine worked across different machine types.  A conventional Pivot Table shows the Maximum of all dates appearing in the Date Field.

2. The Grand Total for the Hours worked Field should be a summation of the total hours worked on last day across all machine types.  A conventional Pivot Table shows the Maximum of all hours worked appearing in the Hours worked Field.

3. The biggest problem of them all is that there is no way to give a criteria as the Last day for that machine for computing another Field in the Pivot Table.  Please refer the file for a better understanding.

This problem can be solved using the PowerPivot.  You may refer to my solution in this workbook.

Compute MODE of all numbers split across multiple worksheets

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Assume numbers are typed in range A1:A2 of multiple worksheets in a workbook.  The task is the compute the MODE of these numbers.  Mode is defined as the value which appears most frequently in a range of cells.  So, if one types 1,3,4,3,5,6 in range A1:A6, then the mode will be 3 - 3 appears maximum number of times in the range.

In MS Excel, there is a built in way to compute the MODE.  The formula for the same is

=MODE(A1:A6)

Unfortunately, MODE() is not a 3D function and therefore, something like this return a #REF error

=MODE(sheet1:sheet3!A1:A6)

This behavior seems somewhat vague because other basic Mathematical and Statistical functions such as SUM(), COUNT(), AVERAGE(), MAX(), MIN(), VAR(), and STDEV() work just fine across multiple worksheets.

Depending upon the version of MS Excel which you are using, there could be two ways to solve this problem.

Solution for MS Excel 2010 and higher versions

If you are using the Power Query add-in, then a few simple steps (no formulas at all) can solve this problem.  The result will be dynamic and refreshable (just as in a Pivot Table).  In Power Query, there is a feature to append data from multiple worksheets into one running range.  Once this is done, the running range can be transferred to an MS Excel worksheet on which the MODE function can be used.

Solution for all versions of MS Excel

To compute MODE across multiple worksheets, you may refer to my solution in this workbook.