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KPIs of First 30 Days - Unique.

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    KPIs of First 30 Days - Unique.

    Hi all,

    Long time lurker, first time poster. Would appreciate some assistance with a problem I have.
    • I am trying to track performance of vendors for their first 30 days.
    • Each vendor has a unique start date and multiple KPIs - I am attempting to sum these values
    • My raw data is organised by vendor and shows all days they have been active in the year, redacted example attached.
    • I also have the start date of each vendor.
    • There is 400+ vendors in total

    Convoluted methods I have attempted include attempting to count the first 30 instances of each vendor using =concatenate(vendorname, vendor start date) and Vlookups to return a value for the start date and using cell/address/index match to return the cell of start date and start date +30. I can't help but think there's a super simple method I am missing right under my nose.

    Any input greatly appreciated.

    ty,ned
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    Re: KPIs of First 30 Days - Unique.

    Welcome to the forum.

    Are you summing the KPIs separately? Are the days always consecutive, or can there be gaps?

    What's the expected result for iffs?

    Why unique in the thread title? What's the relevance?
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    Re: KPIs of First 30 Days - Unique.

    Thank you!

    1. Yes, I am hoping to sum separately. They are consecutive.
    2. KPI1 = 41,774 ; KPI2 = $23.92
    3 Unique is referring to the fact that there are unique start dates, and therefore 30 day periods, for each vendor.

    Just a note that there's about 10 KPIs I'll be tracking, just added 2 to the example. Some of which will be =average, =max etc, but same principles will apply.

    Many thanks,

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    Re: KPIs of First 30 Days - Unique.

    You missed this: are the days always consecutive, or can there be gaps?

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    Re: KPIs of First 30 Days - Unique.

    Answered in 1

    They are consecutive - no gaps.

    Thanks.

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    Re: KPIs of First 30 Days - Unique.

    KPI1: =SUMIFS(C:C,A:A,"iffs",B:B,">="&INDEX(B:B,MATCH(A2,A:A,0)),B:B,"<="&INDEX(B:B,MATCH(A2,A:A,0))+30)

    KPI2: =SUMIFS(D:D,A:A,"iffs",B:B,">="&INDEX(B:B,MATCH(A2,A:A,0)),B:B,"<="&INDEX(B:B,MATCH(A2,A:A,0))+30)

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    Re: KPIs of First 30 Days - Unique.

    Thank you Ali - you're a genius

    If I wanted to make the change of cell "iffs" dynamic, allowing me to drag the entire formula down a list of vendors how would you structure it?

    I have added all the vendors to column I as per the newly attached document and substituted "iffs" for cell I3 but it is no returning 0.

    Assistance is greatly appreciated

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    Re: KPIs of First 30 Days - Unique.

    New file now attached/
    Attached Files Attached Files

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    Re: KPIs of First 30 Days - Unique.

    Remove the speech marks ("") from the cell reference:

    =SUMIFS(C:C,A:A,I3,B:B,">="&INDEX(B:B,MATCH(I3,A:A,0)),B:B,"<="&INDEX(B:B,MATCH(I3,A:A,0))+30)

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    Re: KPIs of First 30 Days - Unique.

    Ah - rookie mistake.

    Thanks for your help once more. If it's not too much trouble would you mind explaining the formula and steps in practical terms so that I am learning something as opposed to just copying and pasting your work.

    Gracias

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    Re: KPIs of First 30 Days - Unique.

    Yes.

    =INDEX(B:B,MATCH(I3,A:A,0))

    This finds the first date that the vendor appears on the list - the MATCH function will always return the first match, so the row number on which it finds the first instance of the vendor's name in column A, and INDEX uses this to return what it finds on that row in column B.

    =INDEX(B:B,MATCH(I3,A:A,0))+30

    This returns the date 30 days after the start date.

    Then it's just a simple SUMIFS:

    =SUMIFS(sumrange,namerange,name,daterange,biggerorequaltostartdate,daterange,lessorequaltoenddate)

    Hope this helps.

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    Re: KPIs of First 30 Days - Unique.

    It does indeed - thanks!

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    Re: KPIs of First 30 Days - Unique.

    Please mark the thread as SOLVED.

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