I have a list with clients and data about their orders (date, amount ordered, price etc.)
It is named [m]/[year] e.g. 1/23 for January 2023.
I am trying to create a separate sheet with statistics that would give me a better overview of the data in the first sheet. I'd like to sort it by the period, category and location which you can select from a drop-down menu.
I have this piece of code that takes the sheet name from Period and uses the Category and Location filter keywords to sum the totals from all orders corresponding with the selected filters.
=SUMIFS(INDIRECT($A2&"!"&"F2:F");INDIRECT($A2&"!"&"C2:C");$B$2;INDIRECT($A2&"!"&"D2:D");$C$2)
This works perfectly. However, I would like to implement an "All" option for the filters too.
Summing up everything at the same time wouldn't be such a problem, but the filters can have any combination of "All" options selected which adds up to 8 possible combinations between the three filters.
My thought process is to create 8 different branches of SUMIFS nested in an IFS function.
Is there a simpler, more elegant way of doing filters in Google Sheets? I am not just looking for t
he solution, I need a pointer in the right direction so that I can read up on it and learn it.
Here's a generalized example with some sample data to deal with your expected case scenario:
=sumif(A:A,if(D2="All","<>All",D2),B:B)
Related
I would like help with a problem, or rather a challenge in Excel and/or Google Sheets.
What we want to develop is as follows:
We have a table of products and certain attributes. Now we want to create a kind of search function based on this table.
Example:
Let me give a simple example. Suppose you have as a product an apple, a banana and an orange. The characteristics associated with these are size, color country of origin. We then want a search function, where you indicate one or more preferences, i.e. size, color and/or country of origin and that based on those criteria, all products that meet these criteria are displayed.
So if you specify oblong as the size and do not specify any other criteria, it only shows "Banana. If the banana and the orange have Holland as their country of origin and you only give Holland as the criteria country of origin, it will show 'Banana' and 'Orange'. If you say country of origin Netherlands and format oblong, it again shows only 'Banana'
See below an image of our document and how we would like this to look approximately.
Currently, there is no existing formula, because we simply do not know if this can be done and how best to do it.
The document can be accessed at:
A copy of our document with sample data:
Document
ADDITION:
Hi, Unfortunately I still am not able to get it to work. I am not really a hero in coding/functions. I created a bit more of a clear view in my file and also set the language of my sample file to english. You can find it here: Sample
What I actually need is just that it shows the data on 'Datasheet' if conditions on the left (parameters/value) are met, but only if they are filled. Probably easy one for you, hard to me haha Could you help me out once more? –
Your question is very generic, I will try provide here some guidelines on how to achieve it in Excel or Google Sheet based on my own experience. The approach used for Excel can be used for Google Spreadsheet, since it is based on FILTER function that both tools have but with different signature. For Google Spreadsheet you can also use QUERY that is very powerful for situation like this.
In all cases, it is a good practice to have a sheet with the input raw data (let's say Input tab), then in second sheet the working data of filtered data (let's say WorkData). This is specially relevant when the raw data is big dataset, so you don't touch the original data set, and instead you have the filtered data in a separated tab.
Both tools offer filter features in the UI or slice. This is something to consider, but using Excel/Google Spreadsheet functions, you can show the filter parameters in a more friendly manner, because you can see the parameters selected without additional click to find what filter values where selected. The approach here is based on Excel/Google Spreadsheet functions.
Excel
Let's say you have a block of filter conditions that you want to apply to a range of data. You can use data validation list so you can select a subset of possible values for each of the filter conditions and then to concatenate such conditions logically (OR or AND) using multiplication of addition.
=FILTER(dataset, condition1 * condition2...conditionN)
where each condition is based on the filter value you want to restrict and each condition represents an array of {TRUE,FALSE} values all of them of the same size as dataset (number of rows).
I use some wildcard values to represent all values of the column, in my case I use ALL, but you can setup in a different way. In such case the filter doesn't take effect, but we want to make it work when a specific value is selected. The following trick can be used for both scenarios.
IF(B3="ALL", D3:D15<>"*",D3:D15=B3)
indicating that if B3 is equal to ALL, then the condition to select all of the D3:D15 rows is the following: <>"*". Otherwise select only the rows equals to B3.
Sometimes I would like to consider OR conditions for a given filter condition, for example for a given filter condition, consider value1 or value2 and it is represented in the filter value as a list of values delimited by comma, for example: value1, value2.
Here, some Stack Overflow questions I posted with answers about how to deal with that:
Filter an excel range based on multiple dynamic filter conditions
Filter an excel range based on multiple dynamic filter conditions (with column values delimited)
Google Spreadsheet
The FILTER function here, allows to add the filter conditions via input arguments, so now we have:
=FILTER(dataset, condition1, condition2...,conditionN)
Note: Keep in mind in Google Spreadsheet we don't need to add the conditions by multiplying each one of them. It is added via input argument.
here you can check some of question I posted related to this topic:
Using ARRAYFORMULA with SUMIF for multiple conditions combined with a wildcard to select all values for a given condition
Using ARRAYFORMULA with SUMIF for multiple conditions combined with conditions using a wildcard. Result by Months
In some cases it is better to use QUERY function.
Here, a sample file using QUERY statement and how to combine multiple conditions inserting IF in the where statement.
sample query on C1 cell:
=query('Jira Issues'!$A:$T, "where "
& IF(B2="", "G is not Null", "G >= date '"
& TEXT(startPeriod,"yyyy-mm-dd")&"'")
& IF(B3="", "", " and G <= date '"
& TEXT(endPeriod,"yyyy-mm-dd")&"'")
& IF(OR(B4="ALL",B4=""), "", " and A='"&B4&"'")
& IF(OR(B5="ALL",B5=""), "", " and I='"&B5&"'")
& " label A 'Team', S 'Reporter', T 'Assignee',
P 'Env.', I 'Release'",1)
The raw data is in Jira Issues tab, the data populated is based on multiple filter conditions. I am using some name ranges for the filter values for a better understanding of the formula, such as: startPeriod, endPeriod, etc. You can test the actual query will be invoked looking at the result of the consolidated string of the query input argument of QUERY function.
Similarly you can stablish a where statement to consider whether the input parameter is empty or not. In such case, you can build a logic like this inserting an IF block as part of the where statement and concatenate the string result.
=QUERY(Input!A:Y,
"select *" & " where A " & IF(B2="", "<>'*'", "='"&B2&"'")
"and " & " where B " & IF(B3="", "<>'*'", "='"&B3&"'")
,1)
The above query for column A or B, returns the entire column via condition: "<>'*'" if the input parameter B2 or B3 were not specified. In a similar way you can add additional conditions for more parameters, repeating the third line of the query and changing the column and the parameter cell.
Recommendations
Focus on a specific tool: Excel or Google Spreadsheet, even they have some similarities, you need to get familiar with the specifics of each one of them.
Try to start working on your specific problem, once you face impediments, do some research, usually you are not the first person facing this problem, if you don't find a solution, then post your specific problem using a sample as an extract of your real problem (in English, your sample is in other language). Generic questions like this one are difficult to get some attention.
I have 6+ sheets on my dashboard and I want to be able to filter/search a value, but only apply it to the sheet I selected.
Further explanation:
I have a parameter list w/ the following values: Sheet1, Sheet2, Sheet3
Based on this parameter, I have a calculated field that outputs the values from Sheet1 if Sheet1 was selected, and so on.
If parameter is Sheet1, then I want to filter/search only in Sheet1. If it's Sheet2, I want to filter/search on Sheet2 only.
Is this possible on Tableau Desktop?
I'm not able to provide a workbook, apologies in advance.
Hello datascientistwannabe,
Don't worry about the workbook, its not needed and besides, if you were to share something, always best to use Superstore.
Yes, the great thing about Tableau is that you can be really specific about how interactions affect different vizzes. You have the choice of defining filtering from the actions menu by decided which sheets shall be targeted, and for greater granularity, you can even determine which fields are affected rather than all fields.
Also, you could tie calculations to parameters so as a parameter is updated, so too is the calculation, and then you can simply use the calculation.
Or, if you really want control, how about using different data sets for your visuals, controlling them by parameter, and then using Set Parameter actions, to populate parameters using data from a different source.
Steve
Let's see if I can explain this in a comprehensible manner:
To make the administration around certain field days easier, I want to make a spreadsheet where class teachers can put in the names of their students. Next to the student's name, there will be a drop-down menu (I seem to have figured that one out).
The next thing I want is for Google Sheets to take those names and sort them into lists. So, all the students who chose "softball" will end up in list, and the ones who chose "golf" ends up on another, and so on.
How do I do this?
https://docs.google.com/spreadsheets/d/1IzoVMk78s9ZUSDflN1Q0Dv2US3zBVeHaFjaL7Z__M1A/edit?usp=sharing
Check out this sheet, it should have your answers.
I have used data validation for the dropdowns and then transposed that into headers, with the FILTER formula to find matches.
I'm currently working with Google Sheets to import data from Contact Form 7 in Wordpress. All the data is coming over fine, but I wanted to see about formatting it in more user friendly fashion. I've simplified the example a bit, but the gist of the form I have created allows the user to request multiple versions of a graphic file with different wording as needed, up to 5(my example has just 2 for simplicity sake).
All the data is imported using the CF7 variables and ideally I wanted to clean this up a bit. What I had thought of as a solution was creating a second sheet that pulls in this data submitted in the first sheet into a more user friendly format, as I intended to use this as a work form for a designer to create the requested graphic once the data is received. With each request the name/department/email/date all stay the same, but I'd like to display the version and line 1 and 2 data on another line. Is it possible to reorganize data like this on the fly, so when a new form is submitted and adds data to sheet 1, sheet 2 would then update with the properly formatted info?
Is this even possible to do? I did some looking online, but didn't anything that really related to this type of data manipulation.
Solution:
Here's what ended up working for my example
=ArrayFormula(QUERY({
Sheet1!A2:D,Sheet1!E2:G,ROW(Sheet1!A2:A);
IFERROR(LEN(Sheet1!A2:D)/0),Sheet1!H2:J,ROW(Sheet1!A2:A);
IFERROR(LEN(Sheet1!A2:D)/0),Sheet1!K2:M,ROW(Sheet1!A2:A);
IFERROR(LEN(Sheet1!A2:D)/0),Sheet1!N2:P,ROW(Sheet1!A2:A);
IFERROR(LEN(Sheet1!A2:D)/0),Sheet1!Q2:S,ROW(Sheet1!A2:A)
},"select Col1,Col2,Col3,Col4,Col5,Col6,Col7 where Col5<>'' order by Col8",1))
Yes, it's possible.
One way is to use arrays and the QUERY function.
For simplicity, let say that
Columns A and B have the general information of the order
Columns C and D have the data for version 1
Columns E and F have the data for version 2
Columns G and H have the data for version 3
On the output sheet, add the headers.
Below of them add a formula like the following:
=ArrayFormula(QUERY({A2:B,C2:D,ROW(A2:A);IFERROR(LEN(A2:B)/0),E2:F,ROW(A2:A);IFERROR(LEN(A2:B)/0),G2:H,ROW(A2:A)},"select Col1,Col2,Col3,Col4 where Col3<>'' order by Col5"))
References start on row 2 to skip the headers to avoid to include them on the output sheet.
ROW(A2:A) is used to keep the order
IFERROR(LEN(A2:B)/0) is a "trick" used to "hide" the order (general information) data for the second and following rows for the same order. On the select parameter of the QUERY function, it's referrey as Col5 on the order by clause.
It's assumed that lookup-choice-1 will never be empty.
NOTES:
If more columns were added, the column numbers should be updated accordingly
Don't use the order by clause to sort the result by the general information columns because the "trick" to hide the "labels". If you need to apply a sort, do it' before applying the above formula, you could do this by sorting the source range through the Data > Sort range... feature, so the data is sorted before it's transformed by the above formula.
See also
Sort and filter your data, an official help article describing Data > Sort range...
I'm trying to do a couple of different things with a spreadsheet in Google and running into some problems with the formulas I am using. I'm hoping someone might be able to direct me to a better solution or be able to correct the current issue I'm having.
First off all, here is a view of the data on Sheet 1 that I am pulling from:
Example Spreadsheet
The first task I'm trying to accomplish is to create a sheet that lists all of these shift days with the date in one column and the subject ("P: Ben" or S: Nicole") in another column. This sheet would be used to import the data via a CSV into our calendar system each month. I tried doing an Index-Match where it used the date to pull the associated values however I found that I had to keep adjusting the formula offsets in order to capture new information. It doesn't seem like Index-Match works when multiple rows/columns are involved. Is there a better way to pull this information?
The second task I am trying to accomplish is to create a new tab which lists all the dates a specific person is assigned too (that way this tab will update in real time and everyone can just look at their own sheet to see what days they are on-call). However, I run into the same problem here because for each new row I have to change the formula to reflect the correct information otherwise it doesn't pull the correct cell when it finds a match.
I would appreciate any and all information/advice on how to accomplish these tasks with the formula combination I mentioned or suggestions on other formulas to use that I have not been able to find.
Thanks in advance!
Brandon. There are a few ways to attack your tasks, but looking at the structure of your data, I would use curly brackets {} to create arrays. Here is an excerpt of how Google explains arrays in Sheets:
You can also create your own arrays in a formula in your spreadsheet
by using brackets { }. The brackets allow you to group together
values, while you use the following punctuation to determine which
order the values are displayed in:
Commas: Separate columns to help you write a row of data in an array.
For example, ={1, 2} would place the number 1 in the first cell and
the number 2 in the cell to the right in a new column.
Semicolons: Separate rows to help you write a column of data in an array. For
example, ={1; 2} would place the number 1 in the first cell and the
number 2 in the cell below in a new row.
Note: For countries that use
commas as decimal separators (for example €1,00), commas would be
replaced by backslashes () when creating arrays.
You can join multiple ranges into one continuous range using this same
punctuation. For example, to combine values from A1-A10 with the
values from D1-D10, you can use the following formula to create a
range in a continuous column: ={A1:A10; D1:D10}
Knowing that, here's a sample sheet of your data.
First Task:
create a sheet that lists all of these shift days with the date in one
column and the subject ("P: Ben" or S: Nicole") in another column.
To organize dates and subjects into discrete arrays, we'll collect them using curly brackets...
Dates: {A3:G3,A7:G7,A11:G11,A15:G15}
Subjects: {A4:G4,A5:G5,A8:G8,A9:G9,A12:G12,A13:G13,A16:G16,A17:G17}
This actually produces two rows rather than columns, but we'll deal with that in a minute. You'll note that, because there are two subjects per every one date, we need to effectively double each date captured.
Dates: {A3:G3,A3:G3,A7:G7,A7:G7,A11:G11,A11:G11,A15:G15,A15:G15}
Subjects: {A4:G4,A5:G5,A8:G8,A9:G9,A12:G12,A13:G13,A16:G16,A17:G17}
Still with me? If so, all that's left is to (a) turn these two rows into two columns using the TRANSPOSE function, (b) combine our two columns using another pair of curly brackets and a semicolon and (c) add a SORT function to list the dates in chronological order...
=SORT(TRANSPOSE({{A3:G3,A3:G3,A7:G7,A7:G7,A11:G11,A11:G11,A15:G15,A15:G15};{A4:G4,A5:G5,A8:G8,A9:G9,A12:G12,A13:G13,A16:G16,A17:G17}}),1,TRUE)
Second Task:
create a new tab which lists all the dates a specific person is
assigned too (that way this tab will update in real time and everyone
can just look at their own sheet to see what days they are on-call).
Assuming the two-column array we just created lives in A2:B53 on a new sheet called "Shifts," then we can use the FILTER function and SEARCH based on each name. The formula at the top of Ben's sheet would look like this:
=FILTER(Shifts!A2:B53,SEARCH("Ben",Shifts!B2:B53))
Hopefully this helps, but please let me know if I've misinterpreted anything. Cheers.