Forum Discussion
SUMIFS formulas in different Layout
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$2),
"") <<< this is the default result for switch (i.e. if it didn't match any of the above
Hi mtarler
I have used the following formula but don't get any results for actuals also get the wrong totals on forecast for the specific categories.
The formula i used was
=SWITCH($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,
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$2 so the column F can move to column G, etc... when you copy the formula to those columns but row 2 stays row 2 when you copy down the column.
mtarler Thank you this helped a lot
- It is the row 1 on the Forecast sheet. basically find the column that has the title for the month you are interested in ($A6). I use TEXT($A6,"0") just to force A6 to be text so it will match. otherwise it won't find anything because 1 is a number and the other is text.
mtarler Thank you
What does the part highlighted in red refer to
MATCH(TEXT($A6,"0"),'Forecast Input'!$1:$1,0)), <<< this match find the column you want for the index , ?
sure. Switch is like a multiple IF statement. Instead of IF A=1 then ... ELSE IF A=2 then ... ELSE IF A=3 ... where you keep doing comparison against the same value, SWITCH just takes that one input and will SWITCH the output. If you type =SWITCH( into a cell then excel can show you the parameters but basically the value in question then pairs of condition, output so if the value meets a condition it will output that part.
INDEX will take an array or table and return the value or array that you specify. So an array of a,b,c,d,e,f and you index 3 then you get c. If it is a table you can specify both row and column to get a single value or just the row or just the col to get back the corresponding row or column. In your case here is the formula broken out with notes. I added a periods to create indenting but the word wrap may still make it confusing:
=SWITCH($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$2),
"") <<< this is the default result for switch (i.e. if it didn't match any of the above- Hi
Yes correct thank you for spotting this. I also spotted the same kind of issue in forecast input sheet where there is also one extra LDP “LDP Blank” making the forecast input different to masters total for each category.
Will need to adjust the whole master sheet in this case as each any new name should have a unique combination for each week.
Could you possibly explain the workings of the Switch and index forecast formula and what each of the functions do in the forecast part of this formula. - I just looked at the columns being filtered to see which columns has additional names on the CMO sheet compared to the master. So using those drop down filters I saw the master has all the areas (and more). Then on the LDP columns I saw the CMO has 11 instead of 10 and identified "I & G" as the extra and when filtered for them found they account for 150 (the exact difference you found).
- mtarler Thank you so much
I have used this formula for each category I can for the time being.
<=3" Actuals match CMO input sheet.
4"-5" Actuals match CMO input sheet.
6-7" Actuals don't match CMO input sheet - Totals on master sheet are 64,719
- Totals on CMO input sheet is 64,869
Is there way I can do any back testing with the data to see where the problem is
- mtarler Thank you so much
- Just add it into the SUMIFS portion of the "Forecast" formula. Below I created line breaks and spacing to help show the formula better and where to add the new condition. Note I also added "$" 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),
"") 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.