Tags: MATCH

Create a Pivot Table from multiple individual ranges without using ancillary columns

{16 Comments}

Assume that there are three separate tables showing the following information:

1. Date of visit data for visitors to a certain recreation facility.  The same visitor may visit the facility multiple times
2. Fee per visit in different cites
3. Region in which each city lies

The question is to analyse the three tables above via a Pivot Table to generate the following:

1. Region wise and visitor wise:
a.  Fee per visit
b.  Frequency of visit
c.  Revenue
2. Revenue collected by month wise and by visitor

In this workbook, I have shared two solutions:

1. PowerPivot solution - This solution answers both questions above without using any calculated/ancillary columns in the base data.  By establishing simple relationships in the PowerPivot window and by writing two calculated Field formulas, both questions above have been answered.  To use this PowerPivot solution, you need to be using the PowerPivot add-in for MS Excel.  This add-in is only available for Excel 2010 and higher versions.

2. Pivot Table solution - This solution answers both questions above by using calculated/ancillary columns in the base data.

Here's another example.  Assume a four column table showing Date of session, Client, Location and Participant Name.  Assume another four column table showing Client, Date of session, Date of invoice and Amount Billed.  The task is to determine the Amount billed per location.  You may refer to my PowerPivot and Pivot Table solution in this workbook.

Perform an iterative sum of Top n values across multiple columns

{4 Comments}

A tournament has 18 participating teams with 25 players in each team.  Each team has to play five rounds of the Tournament and not all players play all rounds.  Scores earned by each player in each round are shown in individual cells.  If a player does not play a round, that cell is left empty.

The task is to sum the highest 18 scoring players for each round.  Only the highest 18 players per team count towards the teams score.  If few of the players have the same score at position 18 then only one of them should be included in the overall score.

One solution is to sort each round of scores for each team in descending order and sum the highest 18 values.  This is obviously a time consuming process.

There could be two others ways to solve this problem

Formula driven solution - This uses a spare column, a lengthy formula and the Data > Table functionality.  Since Data > Table is a series of array formula, this solution makes the workbook very sluggish.  You may refer to my solution in this workbook.

PowerPivot solution - This solution is far better than the formula driven one in as much as no spare columns, lengthy formulas or Data > Tables have been used.  The solution in this workbook adds the scores of the highest 18 scoring players per round (If few of the players have the same score at position 18 then all scores are included in the overall score).  To use this PowerPivot solution, you need to be using the PowerPivot add-in for MS Excel.  This add-in is only available for Excel 2010 and higher versions.

Compute MODE of all numbers split across multiple worksheets

{10 Comments}

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.

Show granular as well as total figures on the Summary sheet

{0 Comments}

Assume there is data for complaints received and complaints resolved for two years - 2009 and 2010 for some regions regions.  Each Region has its own worksheet.  There are three headings on each sheet - Particulars, 2009 and 2010.  While the Particulars column has the text "Complaints received" and "Complaints resolved", the year columns have number of complaints received and resolved.

The task is to create a Summary sheet which:

1. Show the consolidated figure of complaints received and complaints resolved for both years
2. Show the individual regions which make up the consolidated figure in 1 above.

In this workbook, you may see the data layout and four different ways of resolving the two tasks mentioned above.

You may also refer to the following related posts:

1. Summarise data from multiple worksheets with one condition
2. Summarise data from multiple worksheets with one condition - Part II
3. Summarise data from multiple worksheets
4. Summarise data from multiple worksheets with multiple conditions
5. Summarise data from multiple worksheets with multiple conditions - Part II
6. Summarise data from different cells of multiple worksheets

Generate a list of missing invoice numbers

{2 Comments}

In a range of cells, assume there is a list of invoices raised during a certain period.  Since adequate care was not taken to number the invoices sequentially, there are missing invoice numbers in the Excel range.  So, it is possible that after raising invoice number 501, 502 and 503 the next invoice raised was 507.

Given the following:

1. Starting and ending invoice number (two numbers) from the invoice book; and
2. List of actual invoice numbers raised during a certain period (as elaborated above)

one may want to generate a list of missing invoices.

You may refer to two solutions in this workbook.

Dynamically extract unique values from a filtered range

{0 Comments}

Data in a two column database (A3:B13) can be Auto filtered on column A with one or many conditions.  Data in column B will be numbers only (positive, negative or 0's) - no text values.

After filtering data in column A, one may want to extract the unique numbers from column B to cell A18 (and then downwards).  Data from cell A18 downwards should keep changing with different filter conditions specified in the Auto filter drop down of column A.

You may refer to my solution in the this workbook.

To extract unique values from an unfiltered range without any conditions, you may refer to the following link

To extract unique values from an unfiltered range with multiple conditions, you may refer to the following link

Worksheet formulas in a newly copied worksheet should point to the previous worksheet

{15 Comments}

Assume a worksheet with formulas referring to the previous worksheet.  When this sheet is copied by right clicking the sheet and selecting Move or Copy > Copy, formulas in this newly created sheet, should change to refer to the previous sheet.

In other words, if sheet2 has formulas referring to sheet1, then when sheet3 is created (by Move or Copy > Copy of sheet2), the formulas in sheet3 should refer to sheet2.

You may refer to my solution and Instructions in this workbook.

Valuing Closing Stock using FIFO method of Accounting

{24 Comments}

Assume a stock purchase sheet which details the daily stock purchase of various Raw material at various per unit prices.  On another sheet, the closing stock of each Raw material type is entered.  In issuing Raw Material, one may want to follow the First In First Out (FIFO) method accounting which assumes the Raw material issued is from the oldest stock lying in inventory i.e. the inventory left over will be from the recent stock purchased.

The objective is to determine the value of the closing stock of Raw material on FIFO basis.

You may refer to my solution in the attached workbook.

Consolidate data from a specific worksheet of multiple workbooks to multiple worksheets of one workbook

{8 Comments}

Assume there are multiple files saved in a specific folder.  There can be Excel, Word, PDF, PowerPoint and other files types saved in this folder.  Furthermore, Excel files can have following extensions - .xls,.xlsx.xlsm.  Each Excel file has multiple worksheets with one worksheet being named Sheet1.  While data on sheet1 of all Excel files will start from cell B3 (first header cell), there can be a variable number of rows and columns from cell B3 onwards.

The task is to consolidate data from sheet1 of all Excel files to multiple worksheets of one Excel file.

The Question and Instructions have been clearly explained in the "Question and Instructions" worksheets of this file.

To see the solution work,

1. Save the following zipped folder on our desktop.  Unzip the folder and place Data Files folder (with all its files) on your desktop; and
2. Change the path in cell B2 of worksheet "Query and file listing" of Destination.xlsx file to the path of your folder saved in step 1 above.
3. Click on the blue button on worksheet "Query and file listing" of Destination.xlsx file.

Sum up diagonal cells in a range

{0 Comments}

Assume there are numbers typed in range B3:G8.  In row 10, one may want to sum up diagonal cells i.e. in cell B10, one would want to get the value from cell B8, in cell C10, one may want to sum values from cells B7 and C8.  in cell D10, one may want to sum values from cells B6, C7 and D8 and so on.

You may refer to my solution in this workbook.