I am trying to build an expense dashboard in google sheets for my personal use.
I have data that I will pull from my receipts like so:
First sheet: "Expenses Feb 18"
+------------+--------+--------+
| Item | Amount | Type |
+------------+--------+--------+
| Tomatoes | 2.39 | veggie |
| Joghurt | 1.45 | dairy |
| mozzarella | 1.99 | dairy |
| macadamia | 4.59 | nuts |
+------------+--------+--------+
Second table: "Categories"
+------------+----------+-----------+---------------+
| dairy | veggie | nuts | uncategorised |
+------------+----------+-----------+---------------+
| joghurt | tomatoes | macadamia | a |
| mozzarella | cucumber | pecan | b |
| feta | | | c |
| | | | d-z |
| | | | 0-9 |
| | | | - |
| | | | _ |
+------------+----------+-----------+---------------+
I want to automatically fill out the type column based on the item name.
So far I have a regex that is able to match an item. It will print the matched string. But what I need is the column name (header). And it has to be able to loop through the columns. This only works for a single column.
=REGEXEXTRACT(C11, JOIN("|", INDIRECT("Categories!A1:A"&COUNTA(Categories!A:A))))
The second table is not a desirable way to enter data. Data should be entered preferably with more rows than columns ( not in a pivoted manner).
=ARRAYFORMULA(CONCATENATE(IF(A16=$C$24:$E$25,C$23:E$23,)))
A16 : 🍅
C24:E25: Category table
C23:E23: Category header.
Related
I am looking to return non-grouped row values from a query of a table sorted by the MAX value of a column, within a group.
DATA TABLE
| NAME | ASSET | ACTION | DATE |
|--|--|--|--|
| JOE | CAR | BOUGHT | 1/1/2020 |
| JANE | HORSE | BOUGHT | 1/1/2021 |
| JOE | HORSE | BOUGHT | 2/1/2021 |
| JANE | HORSE | SOLD | 3/1/2021 |
| JOE | CAR | SOLD | 1/1/2022 |
| JOE | CAR | BOUGHT | 2/1/2022 |
For the table above, I presented the following code.
=QUERY(A1:D5,"SELECT A,B,C,D, MAX(D) GROUP BY A,B",TRUE)
The following TARGET TABLE is output I'm looking for:
| NAME | ASSET | ACTION | DATE |
|--|--|--|--|
| JANE | HORSE | SOLD | 3/1/2021 |
| JOE | HORSE | BOUGHT | 2/1/2021 |
| JOE | CAR | BOUGHT | 2/1/2022 |
However, because 'C' is not included in the GROUP, the formula returns an error. "Unable to parse query string for Function QUERY parameter 2: ADD_COL_TO_GROUP_BY_OR_AGG: C"
If I were to omit COL C & D, "ACTION" & "DATE" from the SELECT: =QUERY(A1:D5,"SELECT A,B, MAX(D) GROUP BY A,B",TRUE) , I have the correct record rows, but am missing the STATUS.
MAX-DATE TABLE
| NAME | ASSET | max DATE |
|--|--|--|
| JANE | HORSE | 3/1/2021 |
| JOE | HORSE | 2/1/2021 |
| JOE | CAR | 2/1/2022 |
OR, when I add COL C as a "PIVIOT": =QUERY(A1:D5,"SELECT A,B, MAX(D) GROUP BY A,B PIVOT C",TRUE)I have the correct record rows, but do not have the 'current' STATUS within the record row.
PIVOT ACTION TABLE
| NAME | ASSET | BOUGHT | SOLD |
|--|--|--|--|
| JANE | HORSE | 1/1/2021 | 3/1/2021 |
| JOE | HORSE | 2/1/2021 | |
| JOE | CAR | 2/1/2022 | 1/1/2022 |
Still I have not found a method to create my TARGET TABLE.
Am I overlooking a method to include a non-grouped field into a query using MAX()? Or is it impossible within Google Sheets Query without JOIN functions?
(I hope it is obvious that I desire to apply this to a large and dynamic dataset.)
Thank you for your insight. Cheers!
It's not that flexible to work with QUERYs with its aggregation requisites and so on.
You can create a filter, by comparing column D with a "fictional" column created with BYROW: = BYROW(A2:A,LAMBDA(each,MAXIFS($D$2:$D,$A$2:$A,each,$B$2:$B,OFFSET(each,,1))))
That would look like this (I highlighted the matches and added extra rows for reference):
Then, you can set this filter (don't create this column, it's just a visualization of what I did):
=FILTER(A2:D,D2:D = BYROW(A2:A,LAMBDA(each,MAXIFS($D$2:$D,$A$2:$A,each,$B$2:$B,OFFSET(each,,1)))))
This way, you're comparing the dates with the maximum for each category
I'm trying to make a "friendly" view of a more complicated sheet by filtering out unnecessary data. I want one of the filter conditions to be to return a value only if that value is different than the previous row's value.
I've tried doing a filter, such as =filter(B:B, B2 <> B1) which obviously doesn't resolve. How do I do an offset reference so that the results are similar to as follows:
Sample Data
| Row | Category | Subcategory |
| --- | -------- | ----------- |
| 1 | Accounts | Ac1 |
| 2 | Accounts | Ac2 |
| 3 | Accounts | Ac3 |
| 4 | Accounts | Ac4 |
| 5 | Feedback | FbA |
| 6 | Feedback | FbB |
| 7 | Feedback | FbC |
| 8 | Feedback | FbD |
| 9 | Profile | PfOne |
| 10 | Profile | PfTwo |
| 11 | Profile | PfThree |
Desired Result
| Row | Category | Subcategory |
| --- | -------- | ----------- |
| 1 | Accounts | Ac1 |
| 5 | Feedback | FbA |
| 9 | Profile | PfOne |
Here is another approach (assuming that your posted "Row" column is not actually part of your data, but that your "Category" header is, in fact, in A1):
=ArrayFormula({A1:B1;FILTER(A2:B,A2:A<>INDIRECT("A1:A"&ROWS(A:A)-1))})
Try:
={A1:C1;FILTER(A2:C,B1:INDEX(B:B,COUNTA(B:B),1)<>B2:B)}
go for:
=SORTN(A1:C, 9^9, 2, 2, 1)
I would like to create a formula in the below column Assigned so that a random name matching the same group as the current name is automatically inserted.
Names in the Assigned column must match the group of the current name and must not repeat throughout the list. I can't assign the current name with it's own name either. Any suggestions on how to do this?
I guess it is worth posting this. Although it might not be practical for large groups, it is a formula solution that works in Excel and Google sheets:
=INDEX($A$2:$A$8,SMALL(IF(($B$2:$B$8=B2)*($A$2:$A$8<>A2)*(COUNTIF(C$1:C1,$A$2:$A$8)=0),ROW($A$2:$A$8)-1),
RANDBETWEEN(1,SUM(($B$2:$B$8=B2)*($A$2:$A$8<>A2)*(COUNTIF(C$1:C1,$A$2:$A$8)=0)))))
entered as an array formula using CtrlShiftEnter
Here is an example of a successful match:
and an unsuccessful one:
As you can see, Mike, Jack and Fred have paired up together leaving Dave on his own, likewise with Lucy and Harry.
In Excel you may have to press F9 a few times to get a successful result - in Google sheets you just have to keep changing something, or set it to update every minute while you make a cup of tea.
It was my first time to work on something related to unique values, it took time but I learned lot from this question.
Answer of #Tom-Sharpe gave me an inspiration that it can be done, thanks to Tom for that. I tried and here it is.
I have checked it on some random data
+------------+-------+-------------+------------+
| Name | Group | RAND | Assigned |
| Malynda | 1 | 0.644382728 | Boonie |
| Boonie | 1 | 0.167369621 | Venus |
| Venus | 1 | 0.547165865 | Malynda |
| Jamal | 2 | 0.193081046 | Cora |
| Cora | 2 | 0.399459181 | Jamal |
| Alaster | 2 | 0.910498559 | Enrika |
| Enrika | 2 | 0.45819549 | Melisandra |
| Melisandra | 2 | 0.612592303 | Alaster |
| Petunia | 3 | 0.957104883 | Lawton |
| Mariam | 3 | 0.602293619 | Grenville |
| Caterina | 3 | 0.695342797 | Mariam |
| Stace | 3 | 0.942926886 | Caterina |
| Perle1 | 3 | 0.787227158 | Stace |
| Lawton | 3 | 0.315403693 | Perle1 |
| Grenville | 3 | 0.515276361 | Petunia |
| Elia | 4 | 0.655404975 | Catarina |
| Agosto | 4 | 0.322045058 | Fidela |
| Fidela | 4 | 0.490635045 | Agosto |
| Catarina | 4 | 0.121053081 | Elia |
| Elliot | 5 | 0.994137138 | Eddie |
| Mae | 5 | 0.349103119 | Wadsworth |
| Farleigh | 5 | 0.645375865 | Mae |
| Trudey | 5 | 0.473849475 | Farleigh |
| Gwenneth | 5 | 0.678186154 | Trudey |
| Wadsworth | 5 | 0.254168853 | Gwenneth |
| Eddie | 5 | 0.02103249 | Elliot |
| Denyse | 6 | 0.294801945 | Fayina |
| Tracie | 6 | 0.113670327 | Denyse |
| Aili | 6 | 0.901562575 | Tracie |
| Fayina | 6 | 0.029515522 | Alain |
| Mort | 6 | 0.938536467 | Perle |
| Alain | 6 | 0.389741125 | Aili |
| Perle | 6 | 0.513800791 | Mort |
| Mathew | 6 | 0.972656521 | #N/A |
| Benton | 7 | 0.423710316 | Bret |
| Bret | 7 | 0.127478128 | Benton |
| Mayne | 7 | 0.701027869 | Kirbee |
| Derry | 7 | 0.564710572 | Marje |
| Kirbee | 7 | 0.510258205 | Derry |
| Marje | 7 | 0.600908601 | Mayne |
| Devin | 7 | 0.718740939 | #N/A |
| Wilbert | 8 | 0.763761013 | Griswold |
| Brandice | 8 | 0.482092682 | Marty |
| Griswold | 8 | 0.111418464 | Brandice |
| Brandais | 8 | 0.594020577 | Fair |
| Kim | 8 | 0.727863883 | Brandais |
| Cam | 8 | 0.858246187 | Kim |
| Fair | 8 | 0.640979168 | Wilbert |
| Ardath | 8 | 0.883008322 | Cam |
| Marty | 8 | 0.339506717 | Ardath |
+------------+-------+-------------+------------+
D2 contains the below formula
=INDEX(
$A$2:$A$51,
MATCH(
MIN(IF(
(COUNTIF($D$1:D1,$A$2:$A$51)=0)*
($B$2:$B$51=B2)*
($A$2:$A$51<>A2),
$C$2:$C$51)
),
$C$2:$C$51,0)
)
C2 contains just the RAND() function but it is pasted as values so that it doesn't update on every calculation, but if you want you can keep it as a function
There are some #N/A values returned by the formula, it arrives when there is no other person left that can be assigned.
Check it on your data and let me know if it working correctly.
Note that the formula is assuming that names are unique and are sorted based on the groups.
If you're fluent with javascript you could attempt to use Google Apps Script to handle this by going to the toolbar Tools > Script Editor. Another way would be to record a macro via Tools > Macros > Record Macro. The script I generated via this method is below, however I couldn't figure out how to prevent assigning the current name with it's own name. My workaround for that is to select the range of assigned names in the same group and applying Data > Randomize Range until the assignment is satisfactory.
function AppendRandomNameByGroup() {
//Sort based on integer in group column
var spreadsheet = SpreadsheetApp.getActive();
var sheet = spreadsheet.getActiveSheet();
sheet.getRange(1, 1, sheet.getMaxRows(), sheet.getMaxColumns()).activate();
spreadsheet.getActiveRange().offset(1, 0, spreadsheet.getActiveRange().getNumRows() - 1).sort({column: spreadsheet.getActiveRange().getColumn() + 1, ascending: true});
spreadsheet.getRange('C2').activate();
//Duplicate names to assigned names column
spreadsheet.getRange('A2:A1000').copyTo(spreadsheet.getActiveRange(), SpreadsheetApp.CopyPasteType.PASTE_NORMAL, false);
var sheet = spreadsheet.getActiveSheet();
sheet.getRange(1, 1, sheet.getMaxRows(), sheet.getMaxColumns()).activate();
//Filter for each group and randomize items in 'assigned' column
sheet = spreadsheet.getActiveSheet();
sheet.getRange(1, 1, sheet.getMaxRows(), sheet.getMaxColumns()).createFilter();
spreadsheet.getRange('B1').activate();
var criteria = SpreadsheetApp.newFilterCriteria()
.setHiddenValues(['', '2', '3'])
.build();
spreadsheet.getActiveSheet().getFilter().setColumnFilterCriteria(2, criteria);
spreadsheet.getRange('C2:C1000').activate();
spreadsheet.setCurrentCell(spreadsheet.getRange('C4'));
spreadsheet.getActiveRange().randomize();
spreadsheet.getRange('B1').activate();
criteria = SpreadsheetApp.newFilterCriteria()
.setHiddenValues(['1', '', '3'])
.build();
spreadsheet.getActiveSheet().getFilter().setColumnFilterCriteria(2, criteria);
spreadsheet.getRange('C2:C1000').activate()
.randomize();
spreadsheet.getRange('B1').activate();
criteria = SpreadsheetApp.newFilterCriteria()
.setHiddenValues(['2', '', '1'])
.build();
spreadsheet.getActiveSheet().getFilter().setColumnFilterCriteria(2, criteria);
spreadsheet.getRange('C2:C1000').activate();
spreadsheet.setCurrentCell(spreadsheet.getRange('C8'));
spreadsheet.getActiveRange().randomize();
spreadsheet.getActiveSheet().getFilter().remove();
};
If you're trying to set-up a secret santa of some kind, another possible alternative to using scripts would be this Google Sheets Add-On that does something similar including the group functionality that you desire. However instead of assigning a recipient name in-sheet, it requires you to input corresponding e-mail addresses for each name and proceeds to email each participant with their assigned name.
Secret Santa
Sorry that this doesn't fit all your criteria.
I have the SUMPRODUCT working with hardcoded values however I want to use a wild card for the B clomun in my example.
Here is my data
+----------+----------+-----------+
| A COLUMN | B COLUMN | C COLUMN |
+----------+----------+-----------+
| Status | Fruit | Quanitity |
| | | |
| Fresh | Apple | 6 |
| | | |
| Fresh | Apricot | 7 |
| | | |
| Stale | Apple | 4 |
+----------+----------+-----------+
I would like to match Fresh, AP* and then sum the matches form Column C.
I have the following
=SUMPRODUCT(--($B$2:$B$840="AP*"),--($A$2:$A$840="Fresh"),$C$2:$C$840)
Working code with the Wildcard but the count is off
=SUMPRODUCT(ISNUMBER(SEARCH"AP",$B$2:$B$840,1))*($A$2:$A$840="Fresh")*($C$2:$C$840))
The SUMPRODUCT() function does not support wildcards within an array-type expression. The same result can be achieved with:
=SUMPRODUCT((A2:A1000="Fresh")*(LEFT(B2:B1000,2)="Ap")*(C2:C1000))
I want to count the number of companies (Col B) that have a status of 'Our System' in Col A, grouped by their postcode area (e.g., SW10, SW11 etc)
As an example, the figures in the 'On System' column reflect what the formula should result in.
A | B | C | D | E | F | G |
----------|---------|----------|---|---|----------|-----------|
Status | Name | Postcode | | | Area | On System |
----------|---------|----------|---|---|----------|-----------|
On System | ABC Ltd | SW10 4ED | | | SW10 | 1 |
----------|---------|----------|---|---|----------|-----------|
On System | XYZ Ltd | SW11 5RF | | | SW11 | 2 |
----------|---------|----------|---|---|----------|-----------|
On System | GBH Ltd | SW11 5GR | | | SW12 | 0 |
----------|---------|----------|---|---|----------|-----------|
Fresh | DEF Ltd | SW11 7GG | | | SW13 | 0 |
----------|---------|----------|---|---|----------|-----------|
Fresh | GHI Ltd | SW12 5F5 | | | SW14 | 0 |
----------|---------|----------|---|---|----------|-----------|
I've used the following formula (the below example counts companies in SW10 that are 'On System'), but with no success.
=COUNTA(IFERROR(FILTER(C:C, C:C=F3&" *", A:A="On System" )))
I'm under the impression that IFERROR removes empty results or something similar. Without it, I just get a value of 1, even if there are no SW10 rows with an On System status.
Any ideas?
To count the 'on system' with postal code SW10 try:
=sumproduct(A:A="On System", regexmatch(C:C, "SW10"))
Of course you can replace the strings with cell references.
Or -shorter- use COUNTIFS() with a wildcard (*)
=countifs(A:A, "On System", C:C, "SW10*")