+ Reply to Thread
Results 1 to 8 of 8

Multiple Criteria and Partial Date Matching

Hybrid View

  1. #1
    Registered User
    Join Date
    05-27-2010
    Location
    Cleveland, OH
    MS-Off Ver
    Excel 2010
    Posts
    51

    Multiple Criteria and Partial Date Matching

    I have 2 columns; one for product and one for date. The product column (text) includes 6 different products, and the date column (mm/dd/yyyy) lists when they were sold.(NOTE: there is a 3rd column which includes exact time product was sold, but that information is not part of this question.) So I have multiple occurrences where the product in column A matches the date in column B.

    I'm looking to truncate this information by month and by product into a nice table for visualization. I need to build an equation that counts how many of each product was sold in each month.

    My master list is enormous, so anything to keep this automated would be appreciated. Thanks in advance.
    Last edited by NBVC; 07-08-2010 at 11:27 AM.

  2. #2
    Forum Expert NBVC's Avatar
    Join Date
    12-06-2006
    Location
    Mississauga, CANADA
    MS-Off Ver
    2003:2010
    Posts
    34,898

    Re: Multiple Criteria and Partial Date Matching

    Probably a Pivot Table would suit your purpose here.... it can be grouped by month or day or year....

    Check here for some intro:

    http://peltiertech.com/Excel/Pivots/pivotstart.htm

    http://datapigtechnologies.com/ExcelMain.htm

    If you need more help afterwards, post a sample workbook.
    Where there is a will there are many ways.

    If you are happy with the results, please add to the contributor's reputation by clicking the reputation icon (star icon) below left corner

    Please also mark the thread as Solved once it is solved. Check the FAQ's to see how.

  3. #3
    Registered User
    Join Date
    05-27-2010
    Location
    Cleveland, OH
    MS-Off Ver
    Excel 2010
    Posts
    51

    Re: Multiple Criteria and Partial Date Matching

    Quote Originally Posted by NBVC View Post
    Probably a Pivot Table would suit your purpose here.... it can be grouped by month or day or year.
    I agree that a Pivot Table is a good idea, but probably only after the data is reorganized. I pulled the data in (as-is) and it wasn't playing nice.

    I'm attaching a sample workbook to give you a better idea of what I'm dealing with here. Thanks again.
    Attached Files Attached Files

  4. #4
    Forum Expert NBVC's Avatar
    Join Date
    12-06-2006
    Location
    Mississauga, CANADA
    MS-Off Ver
    2003:2010
    Posts
    34,898

    Re: Multiple Criteria and Partial Date Matching

    Does the attach work for you?
    Attached Files Attached Files

  5. #5
    Registered User
    Join Date
    05-27-2010
    Location
    Cleveland, OH
    MS-Off Ver
    Excel 2010
    Posts
    51

    Re: Multiple Criteria and Partial Date Matching

    Quote Originally Posted by NBVC View Post
    Does the attach work for you?
    Yes and no. The data looks great, but for this scenario I would like not to use a pivot table. The way the data is being imported, I think I would be best off without a table.

    Is there a viable solution without using a pivot table?

  6. #6
    Forum Expert NBVC's Avatar
    Join Date
    12-06-2006
    Location
    Mississauga, CANADA
    MS-Off Ver
    2003:2010
    Posts
    34,898

    Re: Multiple Criteria and Partial Date Matching

    If you add a helper column to extract the month/year from column B with formula in D2: =DATE(YEAR(B2),MONTH(B2),1) copied down.

    Then you can create a table of products vs. month/year and use COUNTIFS.

    So if table is in J1:O7, then in K2:

    =COUNTIFS($A:$A,$J2,$D:$D,K$1)

    copied across the matrix.

    Note: You can also do it without helper columns.. but then you would need SUMPRODUCT() instead of COUNTIFS() and would be much less efficient.
    Attached Files Attached Files

  7. #7
    Registered User
    Join Date
    05-27-2010
    Location
    Cleveland, OH
    MS-Off Ver
    Excel 2010
    Posts
    51

    Re: Multiple Criteria and Partial Date Matching

    Yep. That did the trick. Often times I forget about using a helper column. Thanks for your patience and help.

  8. #8
    Forum Expert NBVC's Avatar
    Join Date
    12-06-2006
    Location
    Mississauga, CANADA
    MS-Off Ver
    2003:2010
    Posts
    34,898

    Re: Multiple Criteria and Partial Date Matching

    Please mark your thread as Solved.

    How to mark a thread Solved
    Go to the first post
    Click edit
    Click Go Advanced
    Just below the word Title you will see a dropdown with the word No prefix.
    Change to Solved
    Click Save

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1