Tags: SUM

Show Balance outstanding everyday even if data for everyday is not available

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In this simple 3 column dataset, there are 2 accounts – Konto 1 and Konto 2.  Each account has a balance outstanding as on a certain date.  However, if you notice carefully, there is no balance for any account on January 4-5,9-10 2020. The objective is show the balance outstanding every day.  For days which […]

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Segment towns according to volume contribution and market share

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Here’s a simple dataset of Shampoo sales in the state of Rajasthan, India. For a chosen segment, one may want to segment the 4 towns based on the following conditions: Based on the two screenshots shared above, the desired result is shown in the screenshot below: The desired result is shown in range E16:E19 and […]

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Calculate rolling sum for the past week by ignoring blank cells

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Assume a simple dataset as shown in the image below (the input data is in columns A and B only.  The desired outcome is in columns C and D). The objective is to calculate the 7 days rolling sum and average (as shown in columns C and D) ignoring blank cells.  So in cell C8, […]

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Compute hours spent on projects given resource allocation

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In the dataset below column A has the Employee Name, column B and C are the assignment start and end dates, Column D is the location and columns E to J are the Month-Year columns.  So each row represents data for an employee on a particular project.  The numbers in range E2:J8 represent how much […]

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Compute Relative Size Factor per vendor

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Relative size factor (RSF) is a test to identify anomalies where the largest amount for subsets in a given key is outside the norm for those subsets. This test compares the top two amounts for each subset and calculates the RSF for each. In order to identify potential fraudulent activities in invoice payment data, one […]

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Flex a Pivot Table to show data for x months ended a certain user defined month

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In this simple 3 column dataset shown below, one can see the month wise demand and energy charge for 2 years – 2017 and 2018. The objective is to compute the month wise demand charge for x months ended a certain user defined Year and Month.  So, if a user selects the Year as 2018, […]

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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 […]

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Compute the average of values against the 5 most recent dates of each Category

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Here is a simple 3 column dataset showing Categories, Date and Value Catagorie Date Value Fish 08-12-2015 6 Crab 05-12-2015 7 Crab 04-12-2015 6 Bird 27-11-2015 4 Snow 25-11-2015 10 Cat 21-11-2015 7 Dog 12-11-2015 5 Dog 28-10-2015 5 Fish 12-10-2015 3 Bird 11-10-2015 9 Dog 22-09-2015 9 Crab 17-08-2015 8 Cat 11-08-2015 1 Fish […]

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In a Pivot Table, compute highest revenue earned on any day from each customer and the date thereof

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Here’s a simple dataset showing the Date of sale, Customer Name and Sales amount. Date Customer Name Sales amount 12-03-2017 A 1 12-03-2017 A 2 12-03-2017 A 3 12-03-2017 B 4 12-03-2017 B 5 12-03-2017 B 6 12-03-2017 B 7 12-03-2017 B 8 13-03-2017 A 1 13-03-2017 A 1 The objective is to determine Customer […]

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Filter a column of a Pivot Table on a certain condition but also show other items from that column

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The title sounds confusing!!!!.  Please bear with me and read on.  Here’s a simple dataset Client ID Client Name Resource Project ID Billable amount 1 Alpha David 1000 10 1 Alpha Henry 1001 20 1 Alpha Rakesh 1002 30 1 Alpha Alice 1003 40 2 Beta Alice 1000 50 2 Beta Alicia 1002 60 2 […]

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