SUMIFS with INDEX/MATCH and Dynamic ranges - google-sheets

Here is the spreadsheet of data and desired result:
https://docs.google.com/spreadsheets/d/13tXrlZQK0bXlA2EhGA-CJEXAEdfxyvAWvqwflqty-GA/edit?usp=sharing
Basically, I wish to create a drop-down dependent result that is able to SUM the count (by month) and favorites (and potentially AVG the percentages) from a date range.
The only caveat is the date range is in D/M/YYYY format and I wish the drop-down to be month. So this will need an EOMONTH formula.

You can make use of helper columns.
The formulas that I used to achieve your results were:
count:
=SUMIFS(F5:F9,E5:E9,G11,D5:D9,F13)+SUMIFS(J5:J9,I5:I9,G11,D5:D9,F13)
favorite:
=SUMIFS(G5:G9,E5:E9,G11,D5:D9,F13)+SUMIFS(K5:K9,I5:I9,G11,D5:D9,F13)
pct. fav avg:
=IF(G11="Blue",AVERAGEIFS(L5:L9,I5:I9,G11,D5:D9,F13),AVERAGEIFS(H5:H9,E5:E9,G11,D5:D9,F13))
There are 2 helper columns used: color and month.
I'll attach the sample sheet I used for testing, you can just hide the helper columns.
Test Spreadsheet

Related

Google Sheets date calculation

Is there a way to take a date in one row and auto calculate another date in another column 10 days out?
ex: (column a) 12/11/20 -auto calculate the date 10 days from then
and put in (column d) 12/21/20.
So anytime I enter a date and need the 10 day out date it just auto calculates so I don't have to keep entering the date over and over again.
This is possible by using ARRAYFORMULA().
ARRAYFORMULA enables the display of values returned from an array formula into multiple rows and/or columns and the use of non-array functions with arrays.
Try this: =Arrayformula(TO_DATE(IF(A1:A="","", A1:A+10))).
Example:
Reference
Arrayformula()

In Google Sheets, how to check if Cell A (Date) is within the Date range of Cell B and C

I have a sheet with a timeline that shows a month per row in column A and an amount in USD next to that month in column B.
I want to be able to specify amounts in column G with a start and end date for that amount in columns E and F.
What I am trying to achieve is that the values in column B are automatically calculated by looking at the start and end dates specified in columns E and F and then taking the corresponding value from column G if the date in column A falls in between the date range specified in E and F.
I have found many suggestions for similar problems online but wasn't able to get any of them to work for my specific case. Any help is very welcome
You could do it as an array formula like this:
=ArrayFormula(mmult((text(indirect("A2:A"&count(A2:A)+1),"YYMM")>=text(TRANSPOSE(indirect("`E3:E"&count(E3:E)+2)),"YYMM"))*(text(indirect("A2:A"&count(A2:A)+1),"YYMM")<=text(transpose(indirect("F3:F"&count(F3:F)+2)),"YYMM"))*transpose(indirect("G3:G"&count(G3:G)+2)),(INDIRECT("G3:G"&count(G3:G)+2)+2)^0))
The idea is to develop a 2D array where the rows are the months and the columns are the amounts for matching time periods. Then use the standard Mmult method to get the row totals of the array.
Using indirect for the ranges makes the formula longer but using full-column references would be slow as it would result in a nearly 1000 X 1000 array for a default-sized sheet.
EDIT 1
Or shorter
=ArrayFormula(mmult((text(indirect("A2:A"&count(A2:A)+1),"YYMM")>=text(TRANSPOSE(indirect("E3:E"&count(E3:E)+2)),"YYMM"))
*(text(indirect("A2:A"&count(A2:A)+1),"YYMM")<=text(transpose(indirect("F3:F"&count(F3:F)+2)),"YYMM"))
,INDIRECT("G3:G"&count(G3:G)+2)))
because you can combine the row totals step with multiplication by column G.
EDIT 2
Alternatively you could just employ a much simpler pull-down formula using SUMIFS:
=ArrayFormula(sumifs(G$3:G,eomonth(E$3:E,-1)+1,"<="&A2,F$3:F,">="&A2))
This uses Eomonth to change all the start dates to the first of the month so they can be compared to the dates in column A correctly. The formula still has to be entered as an array formula because of the Eomonth calculation.
Note
The equivalent pull-down formula to the original array formulas above would be
=ArrayFormula(sumifs(G$3:G,text(E$3:E,"YYMM"),"<="&text(A2,"YYMM"),text(F$3:F,"YYMM"),">="&text(A2,"YYMM")))
but this gives zero for all rows - the reason for this is not obvious to me at time of writing.

Google sheets Average function is not calculating correctly

I'm using Google Sheets to create a financial record.
What i'm trying to do is create a formula that takes 3 columns in my data range in to consideration. The three columns are a date, a word and a number.
The first part of the formula will check that the date is the current month (not within 30 days, but the current month). The second part will check whether the word "Yes" is present in the second column, and if those two are true, then it will take the average of column 3 for all other rows that are also completely true.
Column C is Date
Column W is Word
Column Y is Number
I've tried a number of methods, the first one was to use a average IF function, where i used a filter to check the dates, and then the word Yes in the criterion. This resulted in a number, although it was incorrect, as the formula first gathered the sequence of Yes and No's, once it had the sequence it applied it to the third column but it started from my earliest entry (not my current month). This code is below.
So alternatively i tried another method. Which was using a query function. Although i'm stuck on how to compare the month of a date to the current today() month. This gives no results, even though the current month is 8, and the dates month is also 8. I've also inputted this code below.
=AVERAGEIF(filter(W8:W800,month(C8:C800)=month(today())),"Yes",Y8:Y800)
=query(query(A8:Z800,"select month(C)+1, W, Y where W ='Yes'",0),"select Col1, Col3, Col4 where Col1 ='"&month(today())&"'",1)
results explained in background
Your nesting is a bit off. If you're using FILTER, use plain AVERAGE instead of AVERAGEIF, and make sure you're grabbing the right column to aggregate. Lastly, don't forget to wrap in IFERROR to handle your empty case.
=IFERROR(AVERAGE(FILTER(Y8:Y800, MONTH(C8:C800)=MONTH(TODAY()), W8:W800="Yes")), 0)
if you have multiple criterions you need to use AVERAGEIFS instead of AVERAGEIF
=ARRAYFORMULA(AVERAGEIFS(C2:C, B2:B, "yes", MONTH(A2:A), MONTH(TODAY())))

When using SUMIF function, is there a way to accept timestamp values (e.g. 2/12/2019 19:56:16) as the range to test against the criteria?

I'm working with two columns,
column A: a list of timestamps
column B: a list of numbers
I'm trying to use the sumif(range, criteria, [sum range]) function to check if the month in column A is January, and so on for all months.
The issue is that I need a way to either convert the range for the sumif to month names, or use criteria other than a string (because a timestamp isn't going to ever be "=January".
My thought was that I could do either
=sumif(TEXT(TO_DATE(A2:A),"mmmm"), "=January", B2:B)
or
=sumif(A2:A, TEXT(TO_DATE(A2:A),"mmmm")="January", B2:B)
these are more or less pseudo-code, I'm trying to convey my thought process
I understand I could create a new column that converts the timestamps into months, but is there anyway I can preform this sumif, without having to make a new column?
Using SUMIFS, with dates you set the extents, this works in excel and google sheets:
=SUMIFS(B:B,A:A,">=" & DATE(2019,1,1),A:A,"<" & DATE(2019,2,1))
With Google Sheets you can also use filter:
=SUM(FILTER(B:B,MONTH(A:A)=1))
"=2" = February, "=3" = March, etc.
=ARRAYFORMULA(SUMIF(MONTH(A2:A), "=2", B2:B))
if you want to select it from a drop-down menu use:
=ARRAYFORMULA(SUMIF(MONTH(A2:A), "="&MONTH(F2&1), B2:B))

How to retrieve a cell value and write it in another sheet checking two different columns

I have two sheets, Progress and App1stSession, in the same spreadsheet.
Progress sheet has these columns
Date Campaign Sessions 1stSessions
App1stSession sheet these columns
Date Campaign 1stSessions
I need to retrieve 1stSessions values from App1stSession. The match can be done on Date and Campaign values.
I've written this formula
INDEX(App1stSession!$A$1:C,
AND(MATCH($B1,App1stSession!$B$1:B,0),MATCH($A1,App1stSession!$A$1:A,0))),3)
Of course it doesn't work because AND retrieves 0 or 1.
So I've tried this solution
INDEX(App1stSession!$A$1:C,IF(AND(MATCH($B1,App1stSession!$B$1:C,0),MATCH($A1
,App1stSession!$A$1:A,0)),MATCH($C1,App1stSession!$C$1:C,0)),3)
I suppose that the second MATCH could retrieve the right row: neither this solution works.
Finally I've tried
=QUERY(App1stSession!$A$1:A,"SELECT """&App1stSession!$C1:C&""" WHERE
("""&App1stSession!$A$1:A&"""="""&$A1&""")AND("""&App1stSession!$B$1:B&"""="""&$C1&""")")
Again it doesn't work but I suppose because of a matter of syntax.
Any suggestion ?
Thanks
The way I would do it, is insert one unique id column/search key in column A, before the rest of your data, that is dynamically created by the date & campaign values in your App1stSession sheet:
=B1&C1
then use this type of formula to smush the same two values together dynamically on your search sheet in a vlookup fashion on your progress sheet:
=VLOOKUP(A1&B1,App1stSession!A:D,4,false)

Resources