Tags: SUMX

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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Count tasks by status

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Assume a simple 3 column dataset as shown below – the date of each task and the status of that task. The objective is to get the status wise count of tasks by the last time stamp.  So for the Status “To-do”, the count should be 2 – Task ABC and DEF.  Only these two […]

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Segment towns according to volume contribution and market share with a slicer

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This post is an extension to the one I posted here – Segment towns according to volume contribution and market share. 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 […]

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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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Identify Customers that Organisations can upsell or cross sell their products to

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Here’s a simple Sales data of a retail Store which sells Apple Products.  Since a customer can transact multiple times, there will be repetitions in the Cust ID column.  While Cust ID 123 and 782 purchased multiple products from the same Store in one transaction, Cust ID 53 purchased multiple products from different stores (Store […]

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Show sales only for corresponding months in prior years

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Refer to this simple Sales dataset 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 […]

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Compute transaction fee based on a tiered pricing model

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Consider a simple dataset as shown below: For each tier, the tier rate is incrementally applied to the volume within the tier volume range.  Given the following transaction volumes, one may want to compute the transaction fee The expected result is shown below As one can observe, for a transaction value of 400,000, the fee […]

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Distribute projected revenue annually

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Here is a dataset showing Project wise forecast of open opportunities. Topic is the Project Name Est. Close Date is the date by when the opportunity would be closed i.e. the project would be won from that Client Duration is the time (in months) for which the project would run Amount is the total amount […]

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