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Help with grouping and then applying a conditional format

  1. #1
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    Help with grouping and then applying a conditional format

    Hi

    Ive posted this in pivot section as I 'think' thats approach I need but happy to be told otherwise.
    I have some raw data which Ive attached an example of and effectively its some rows with a start and end date and a type. I want , on a regular basis to extract data like this (wll be dynamic numbers of rows each qtr) and develop a KPI type summary.

    What Id like to do is end up with 3 x 3 row summaries which effectively query the Type value in column B and then count how many rows with that type are between X, Y and Z days in column E

    So Id like only those rows to be considered which have Type 1 (for example)
    1. Count of rows where value in E is between 0-14 days
    2. Count of rows where value in E is between 15-28 days
    3.Count of rows where value in E is greater than 28 days

    Type 2,3 and 4
    1. Count of rows where value in E is between 0-90 days
    2. Count of rows where value in E is between 91-180 days
    3.Count of rows where value in E is greater than 180 days

    I thought about 3 pivots with the Types as filters but then I dont know how to group the rows?

    Much appreciated in advance for help
    Attached Files Attached Files

  2. #2
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    Re: Help with grouping and then applying a conditional format

    Take a look at the attached file.
    Is this something you can use?

    When you click on "Update" button, it creates a unique list of items from column B.
    Then the table uses formulas to give you count of rows matching the item and days range.

    Formula for counting is typically:

    for first one [i.e. <=14]
    HTML Code: 
    for others [i.e. between 14 and 28]

    HTML Code: 
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    Modytrane

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    Re: Help with grouping and then applying a conditional format

    This is looking really good thanks. I have a couple of questions/points though.

    1. The location Im running this at blocks macros from what I can tell so the handy update button isnt working. What is the impact of not having this? ie could the table be refreshed another way?
    2. Columns E and F appear to be identical and I see no formula referencing column F so can this be deleted?
    3. I dont actually need to count the outcomes by Type but instead need to bucket the types into 3 buckets and then count how many of each bucket fall into a range of days. I assume Id need to maintain a table in another sheet mapping type to bucket ? I dont really know how to then make the countif consider those buckets?

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    Re: Help with grouping and then applying a conditional format

    Hi

    Ive attached the workbook you did and Ive added the KPI sheet which is my goal. Id like to end up with a number in the Red, Amber and Green boxes. These boxes are aligned to the buckets for the Groups. This is the final piece of puzzle hence why I was asking about using Countif on top of the work youve done
    Attached Files Attached Files

  5. #5
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    Re: Help with grouping and then applying a conditional format

    I attempted to match the 'bucket' tables on the 'Lists' sheet to the Groups on the KPI dashboard sheet, so I hope that I matched them up correctly.
    The formula for the 'Bucket' column on the 'Raw Data' sheet is modified by to read: =IFERROR(VLOOKUP([@[Days in Negotiation]],INDIRECT("Table_Bucket"&[@Group]),2,TRUE),"")
    The formulas on the KPI dashboard sheet are similar to: =SUMPRODUCT((Table1[Group]=1)*(Table1[Bucket]="0-90"))/COUNTIF(Table1[Group],1)
    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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