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#1
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Excel - Calculating quantities in a hierarchy
Hello,
I have a rather complex question but limited experience with excel. I have a family tree type of file and need to calculate costs based on the lower level costs. Example: Level 1 AAAA sum of levels 2 ($17) Level 2 BBBB $5 Level 2 CCCC sum of levels 3 ($12) Level 3 DDD sum of level 4 ($5) Level 4 EEE $5 Level 3 FFF $7 Each record has the level code and an indicator to tell if it's a sum or if it has the cost. I'm able to do this manually but the files can become large and this takes a while to process, level by level. Hopefully this make sense and there's an easy way to do this. |
#2
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Excel - Calculating quantities in a hierarchy
Your question is not clear, however
Assuming your Levels are in Col A, indicated by 1,2,3,4 Col B indicates whether it is a cost by "C" and Sum by "S" and you have acutal values in Col C, then you can sum up cost at a given level =SUMPRODUCT(--(A1:A100=D1),--(B1:B100="C"),(C1:C100)) where D1 contains the level (1,2 ,3 or 4) If you want to sum level 3 AND 4 then you can have =SUMPRODUCT(--(A1:A100D1),--(B1:B100="C"),(C1:C100)) with D2 having the value 2 "mmccoog" wrote: Hello, I have a rather complex question but limited experience with excel. I have a family tree type of file and need to calculate costs based on the lower level costs. Example: Level 1 AAAA sum of levels 2 ($17) Level 2 BBBB $5 Level 2 CCCC sum of levels 3 ($12) Level 3 DDD sum of level 4 ($5) Level 4 EEE $5 Level 3 FFF $7 Each record has the level code and an indicator to tell if it's a sum or if it has the cost. I'm able to do this manually but the files can become large and this takes a while to process, level by level. Hopefully this make sense and there's an easy way to do this. |
#3
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Excel - Calculating quantities in a hierarchy
Thank you Sheeloo. That was extremely helpful. The first example was exactly
what I was looking for. The only problem is, I want the sum function to stop when it hits a level that is equal or higher than the level on the current line. Is that possible? "Sheeloo" wrote: Your question is not clear, however Assuming your Levels are in Col A, indicated by 1,2,3,4 Col B indicates whether it is a cost by "C" and Sum by "S" and you have acutal values in Col C, then you can sum up cost at a given level =SUMPRODUCT(--(A1:A100=D1),--(B1:B100="C"),(C1:C100)) where D1 contains the level (1,2 ,3 or 4) If you want to sum level 3 AND 4 then you can have =SUMPRODUCT(--(A1:A100D1),--(B1:B100="C"),(C1:C100)) with D2 having the value 2 "mmccoog" wrote: Hello, I have a rather complex question but limited experience with excel. I have a family tree type of file and need to calculate costs based on the lower level costs. Example: Level 1 AAAA sum of levels 2 ($17) Level 2 BBBB $5 Level 2 CCCC sum of levels 3 ($12) Level 3 DDD sum of level 4 ($5) Level 4 EEE $5 Level 3 FFF $7 Each record has the level code and an indicator to tell if it's a sum or if it has the cost. I'm able to do this manually but the files can become large and this takes a while to process, level by level. Hopefully this make sense and there's an easy way to do this. |
#4
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Excel - Calculating quantities in a hierarchy
If you have cost for two products and you want to sum for levels separately
for product A and B then you have to introduce the Col for product also in the SUMPRODUCT formula... Once you udnerstand the formula then you can build it yourself =SUMPRODUCT(--(A1:A100D1),--(B1:B100="C"),(C1:C100)) what the above does is find the rows where cell value in Col A is greater than D1 AND cell value in Col B is equal to "C" and sum the values in Col C for those rows... A1:A100D1 give your TRUE or FALSE. -- in front converts them to 1 and 0... Essentailly SUMPRODUCT multiplies the values it gets for each set within it... Since you get 0 when conditions are not met 0 is added for those rows and acutal values for others. Hope this makes sense.. Let me know if you need further help. "mmccoog" wrote: Thank you Sheeloo. That was extremely helpful. The first example was exactly what I was looking for. The only problem is, I want the sum function to stop when it hits a level that is equal or higher than the level on the current line. Is that possible? "Sheeloo" wrote: Your question is not clear, however Assuming your Levels are in Col A, indicated by 1,2,3,4 Col B indicates whether it is a cost by "C" and Sum by "S" and you have acutal values in Col C, then you can sum up cost at a given level =SUMPRODUCT(--(A1:A100=D1),--(B1:B100="C"),(C1:C100)) where D1 contains the level (1,2 ,3 or 4) If you want to sum level 3 AND 4 then you can have =SUMPRODUCT(--(A1:A100D1),--(B1:B100="C"),(C1:C100)) with D2 having the value 2 "mmccoog" wrote: Hello, I have a rather complex question but limited experience with excel. I have a family tree type of file and need to calculate costs based on the lower level costs. Example: Level 1 AAAA sum of levels 2 ($17) Level 2 BBBB $5 Level 2 CCCC sum of levels 3 ($12) Level 3 DDD sum of level 4 ($5) Level 4 EEE $5 Level 3 FFF $7 Each record has the level code and an indicator to tell if it's a sum or if it has the cost. I'm able to do this manually but the files can become large and this takes a while to process, level by level. Hopefully this make sense and there's an easy way to do this. |
#5
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Excel - Calculating quantities in a hierarchy
Sorry, I meant I want it to stop when it hits a level that is equal or lower
than the current line. So when it's on the first level 1, it will sum all the level 2 lines but stop when it gets to the next level 1. Does that make sense? "Sheeloo" wrote: If you have cost for two products and you want to sum for levels separately for product A and B then you have to introduce the Col for product also in the SUMPRODUCT formula... Once you udnerstand the formula then you can build it yourself =SUMPRODUCT(--(A1:A100D1),--(B1:B100="C"),(C1:C100)) what the above does is find the rows where cell value in Col A is greater than D1 AND cell value in Col B is equal to "C" and sum the values in Col C for those rows... A1:A100D1 give your TRUE or FALSE. -- in front converts them to 1 and 0... Essentailly SUMPRODUCT multiplies the values it gets for each set within it... Since you get 0 when conditions are not met 0 is added for those rows and acutal values for others. Hope this makes sense.. Let me know if you need further help. "mmccoog" wrote: Thank you Sheeloo. That was extremely helpful. The first example was exactly what I was looking for. The only problem is, I want the sum function to stop when it hits a level that is equal or higher than the level on the current line. Is that possible? "Sheeloo" wrote: Your question is not clear, however Assuming your Levels are in Col A, indicated by 1,2,3,4 Col B indicates whether it is a cost by "C" and Sum by "S" and you have acutal values in Col C, then you can sum up cost at a given level =SUMPRODUCT(--(A1:A100=D1),--(B1:B100="C"),(C1:C100)) where D1 contains the level (1,2 ,3 or 4) If you want to sum level 3 AND 4 then you can have =SUMPRODUCT(--(A1:A100D1),--(B1:B100="C"),(C1:C100)) with D2 having the value 2 "mmccoog" wrote: Hello, I have a rather complex question but limited experience with excel. I have a family tree type of file and need to calculate costs based on the lower level costs. Example: Level 1 AAAA sum of levels 2 ($17) Level 2 BBBB $5 Level 2 CCCC sum of levels 3 ($12) Level 3 DDD sum of level 4 ($5) Level 4 EEE $5 Level 3 FFF $7 Each record has the level code and an indicator to tell if it's a sum or if it has the cost. I'm able to do this manually but the files can become large and this takes a while to process, level by level. Hopefully this make sense and there's an easy way to do this. |
#6
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Excel - Calculating quantities in a hierarchy
Which level is highest 1 or 4?
Do you have level 1s first then level 2s or you have level 1 then level2,.. and then this pattern repeats...? You can adjust your range and/or conditions to get what you want. If you can tell us in detail then we can provide a formula. "mmccoog" wrote: Sorry, I meant I want it to stop when it hits a level that is equal or lower than the current line. So when it's on the first level 1, it will sum all the level 2 lines but stop when it gets to the next level 1. Does that make sense? "Sheeloo" wrote: If you have cost for two products and you want to sum for levels separately for product A and B then you have to introduce the Col for product also in the SUMPRODUCT formula... Once you udnerstand the formula then you can build it yourself =SUMPRODUCT(--(A1:A100D1),--(B1:B100="C"),(C1:C100)) what the above does is find the rows where cell value in Col A is greater than D1 AND cell value in Col B is equal to "C" and sum the values in Col C for those rows... A1:A100D1 give your TRUE or FALSE. -- in front converts them to 1 and 0... Essentailly SUMPRODUCT multiplies the values it gets for each set within it... Since you get 0 when conditions are not met 0 is added for those rows and acutal values for others. Hope this makes sense.. Let me know if you need further help. "mmccoog" wrote: Thank you Sheeloo. That was extremely helpful. The first example was exactly what I was looking for. The only problem is, I want the sum function to stop when it hits a level that is equal or higher than the level on the current line. Is that possible? "Sheeloo" wrote: Your question is not clear, however Assuming your Levels are in Col A, indicated by 1,2,3,4 Col B indicates whether it is a cost by "C" and Sum by "S" and you have acutal values in Col C, then you can sum up cost at a given level =SUMPRODUCT(--(A1:A100=D1),--(B1:B100="C"),(C1:C100)) where D1 contains the level (1,2 ,3 or 4) If you want to sum level 3 AND 4 then you can have =SUMPRODUCT(--(A1:A100D1),--(B1:B100="C"),(C1:C100)) with D2 having the value 2 "mmccoog" wrote: Hello, I have a rather complex question but limited experience with excel. I have a family tree type of file and need to calculate costs based on the lower level costs. Example: Level 1 AAAA sum of levels 2 ($17) Level 2 BBBB $5 Level 2 CCCC sum of levels 3 ($12) Level 3 DDD sum of level 4 ($5) Level 4 EEE $5 Level 3 FFF $7 Each record has the level code and an indicator to tell if it's a sum or if it has the cost. I'm able to do this manually but the files can become large and this takes a while to process, level by level. Hopefully this make sense and there's an easy way to do this. |
#7
Posted to microsoft.public.excel.worksheet.functions
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Excel - Calculating quantities in a hierarchy
The file starts at level 1 and can go down as low as level 7, then another
level 1. Something like this: 1 2 3 3 2 3 4 1 2 3 "Sheeloo" wrote: Which level is highest 1 or 4? Do you have level 1s first then level 2s or you have level 1 then level2,.. and then this pattern repeats...? You can adjust your range and/or conditions to get what you want. If you can tell us in detail then we can provide a formula. "mmccoog" wrote: Sorry, I meant I want it to stop when it hits a level that is equal or lower than the current line. So when it's on the first level 1, it will sum all the level 2 lines but stop when it gets to the next level 1. Does that make sense? "Sheeloo" wrote: If you have cost for two products and you want to sum for levels separately for product A and B then you have to introduce the Col for product also in the SUMPRODUCT formula... Once you udnerstand the formula then you can build it yourself =SUMPRODUCT(--(A1:A100D1),--(B1:B100="C"),(C1:C100)) what the above does is find the rows where cell value in Col A is greater than D1 AND cell value in Col B is equal to "C" and sum the values in Col C for those rows... A1:A100D1 give your TRUE or FALSE. -- in front converts them to 1 and 0... Essentailly SUMPRODUCT multiplies the values it gets for each set within it... Since you get 0 when conditions are not met 0 is added for those rows and acutal values for others. Hope this makes sense.. Let me know if you need further help. "mmccoog" wrote: Thank you Sheeloo. That was extremely helpful. The first example was exactly what I was looking for. The only problem is, I want the sum function to stop when it hits a level that is equal or higher than the level on the current line. Is that possible? "Sheeloo" wrote: Your question is not clear, however Assuming your Levels are in Col A, indicated by 1,2,3,4 Col B indicates whether it is a cost by "C" and Sum by "S" and you have acutal values in Col C, then you can sum up cost at a given level =SUMPRODUCT(--(A1:A100=D1),--(B1:B100="C"),(C1:C100)) where D1 contains the level (1,2 ,3 or 4) If you want to sum level 3 AND 4 then you can have =SUMPRODUCT(--(A1:A100D1),--(B1:B100="C"),(C1:C100)) with D2 having the value 2 "mmccoog" wrote: Hello, I have a rather complex question but limited experience with excel. I have a family tree type of file and need to calculate costs based on the lower level costs. Example: Level 1 AAAA sum of levels 2 ($17) Level 2 BBBB $5 Level 2 CCCC sum of levels 3 ($12) Level 3 DDD sum of level 4 ($5) Level 4 EEE $5 Level 3 FFF $7 Each record has the level code and an indicator to tell if it's a sum or if it has the cost. I'm able to do this manually but the files can become large and this takes a while to process, level by level. Hopefully this make sense and there's an easy way to do this. |
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