Forum Discussion

Brass Contributor

Nov 17, 2021

Solved

SUMIFS formulas in different Layout

Hi All, I want to know if this is possible. I'm trying to create a formula for two rows (Forecast & Actuals) The Actual data input sheet is laid out in a way I can easily do the SUMIFS formula to...

Master Data.xlsx1.7 MB

excel

Formulas and Functions

mtarler
Nov 21, 2021
sure. Switch is like a multiple IF statement. Instead of IF A=1 then ... ELSE IF A=2 then ... ELSE IF A=3 ... where you keep doing comparison against the same value, SWITCH just takes that one input and will SWITCH the output. If you type =SWITCH( into a cell then excel can show you the parameters but basically the value in question then pairs of condition, output so if the value meets a condition it will output that part.
INDEX will take an array or table and return the value or array that you specify. So an array of a,b,c,d,e,f and you index 3 then you get c. If it is a table you can specify both row and column to get a single value or just the row or just the col to get back the corresponding row or column. In your case here is the formula broken out with notes. I added a periods to create indenting but the word wrap may still make it confusing:
=SWITCH($E6, <<<this is the check value
"Forecast", <<<this is the first condition/check for switch
... IFERROR(SUMIFS(
...... INDEX('Forecast Input'!$A:$BO, <<< this is the range for the index
............. , <<< this is the row for the index (i.e. return all rows
.............. MATCH(TEXT($A6,"0"),'Forecast Input'!$1:$1,0)), <<< this match find the column you want for the index
........ 'Forecast Input'!$A:$A, Master!$C6, <<<this is a conditional pair for sumifs
........ 'Forecast Input'!$D:$D, Master!$D6, <<<this is a conditional pair for sumifs
........ [[[ADD RANGE TO CHECK , CONDITIONAL]]] ) <<<this is a conditional pair for sumifs
... ,0), <<< this is the value to return if error found
"Actual", <<<this is the second condition/check for switch
... SUMIFS(
......... 'CMO Input'!$Q:$Q,
......... 'CMO Input'!$E:$E, Master!$A6,
........ 'CMO Input'!$C:$C, Master!$C6,
........ 'CMO Input'!$AJ:$AJ, Master!$D6,
....... 'CMO Input'!$AU:$AU, Master!F$2),
"") <<< this is the default result for switch (i.e. if it didn't match any of the above

mtarler

Silver Contributor

Nov 18, 2021

sorry my comment "I could add even more complexity" was intended w/r to adding additional parts to use partial matches to match the LDP values but you fixed that. As for using LET and FILTER I took a look and tried and find it marginal. I mean using LET you could 'define' all the ranges and such (but you could also do that using the Name Manager) so the formula is clearer what you are pointing to. As for the FILTER or using XMATCH or XLOOKUP function they don't seem to add much since the SUMIFS is doing most of that also. There is some marginal benefit since those functions give an optional parameter for 'if not found' instead of using IFERROR(). so unless there is other reasons, I don't see much point in making the conversion in this case but do recommend you try them out when you have a chance.

excel_learner

Brass Contributor

Nov 19, 2021

Hi mtarler

I have used the following formula but don't get any results for actuals also get the wrong totals on forecast for the specific categories.

The formula i used was

=SWITCH($E6,"Forecast",IFERROR(SUMIFS(INDEX('Forecast Input'!$A:$BO,,MATCH(TEXT($A6,"0"),'Forecast Input'!$1:$1,0)),'Forecast Input'!$A:$A,Master!C6,'Forecast Input'!$D:$D,Master!D6),0),"Actual",SUMIFS('CMO Input'!$Q:$Q,'CMO Input'!$E:$E,Master!$A6,'CMO Input'!$C:$C,Master!$C6,'CMO Input'!$AJ:$AJ,Master!$D6,'CMO Input'!$AU:$AU,Master!$F2),"")

I also notice the section of the formula for forecast doesn't have the category criteria from master sheet.

Do you know how I can fix this to get the actuals and forecast based on categories in cells F2, G2, H2 etc of the Master sheet based on criteria of week, Area, LDP,

data 19.11.xlsx2.1 MB

mtarler
Silver Contributor
Nov 19, 2021
excel_learner no it doesn't use category criteria because I didn't see you requesting that but now looking at it we have another matching issue:
Master sheet :
Forecast sheet:
As for the Actual not getting calculated i just used your formula. The problem appears that you didn't "lock" row 2 on the category conditional at the very end of the formula. Basically $F2 should be F$2 so the column F can move to column G, etc... when you copy the formula to those columns but row 2 stays row 2 when you copy down the column.
- excel_learner
  Brass Contributor
  Nov 19, 2021
  Himtarler
  Sorry silly mistake I did there, thank you for pointing that out though.
  If I was to add the categories (F2,G2,H2 and so on) to the Forecast part of the syntax how can I do this?
  This would be so I can get the forecast based on the category in each column.
  
  data 19.11.xlsx2 MB
  - mtarler
    Silver Contributor
    Nov 19, 2021
    Just add it into the SUMIFS portion of the "Forecast" formula. Below I created line breaks and spacing to help show the formula better and where to add the new condition. Note I also added "$" on Master!$C6 and $D6. Note you can delete all the spaces and line returns but you can also paste it directly into Excel if you click into the formula bar and hit paste there (i.e. if you click on a cell and hit paste it will spread it over multiple cells).
    =SWITCH($E6,
    "Forecast",IFERROR(SUMIFS(
    INDEX('Forecast Input'!$A:$BO,,MATCH(TEXT($A6,"0"),'Forecast Input'!$1:$1,0)),
    'Forecast Input'!$A:$A, Master!$C6,
    'Forecast Input'!$D:$D, Master!$D6,
    [[[ADD RANGE TO CHECK , CONDITIONAL]]] )
    ,0),
    "Actual",SUMIFS(
    'CMO Input'!$Q:$Q,
    'CMO Input'!$E:$E, Master!$A6,
    'CMO Input'!$C:$C, Master!$C6,
    'CMO Input'!$AJ:$AJ, Master!$D6,
    'CMO Input'!$AU:$AU, Master!F$2),
    "")