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Simpler solutions than sumifs

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    Simpler solutions than sumifs

    Hi All,

    I have a daily report in which we record all the activities that we do for all the clients by the team members. Now a team member may handle upto 5 clients in a day. Each client may have upto 4 activities. I want a total of all the activities unit per client wherein i take the job ID as the base. I have done that using the SUM of SUMIFS, however i have to use SUMIFS with two criteria 20 times. Is there a simpler solution to this. I am attaching a sample sheet for your reference. I have not used the entire formula in the sample sheet.

    Cheers
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    Re: Simpler solutions than sumifs

    As you are no doubt aware the layout of your data precludes efficient / straightforward approaches.

    You don't stipulate your existing SUMIFS approach but in theory it should look like:

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    In short, 4 SUMIFS per Result cell calculation (one for each Activity Group on Data)

    (note: your summary file includes some erroneous entries... ie activity balances for which there is either a missing Job ID or missing Activity)

    The above though not ideal is not horrendous performance wise... reducing the SUMIFS to one per Activity would necessitate a Job ID reference per Activity reference (ie 4 Job ID references) else including the Job ID within the Activity Reference (eg 123@Activity A)

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    Re: Simpler solutions than sumifs

    As DO says, a better constructed sheet would make things more efficient
    Hope that helps.

    RoyUK
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    Re: Simpler solutions than sumifs

    DO - Thanks for your reply. However there are four SUMIFS for just one group and I have five such groups. I have already done this through SUMIFS. Attached is the real sheet with dummy data. I am recording the performance of my people in a particular task. Now one person may perform that kind of task on five different co.'s in a single day. All the co's may not involve all the activities. Example: for company 1 one agent may do activity 1 and activity 2. Qc will be done by another agent. That is the reason I have such a huge sheet. Please suggest any better way to record data or any better formula.

    Roy- It will really help if you can also suggest a better format.

    Please note that these two sheets are just a part of another report. If you can give me a better way to restructure this, I may probably change the whole report.

    Thanks in advance...

    Cheers-
    Inayat
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    Last edited by inayat; 08-08-2011 at 12:14 AM.

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    Re: Simpler solutions than sumifs

    Inayat,

    I think perhaps you missed the significance of my prior post, namely: given the recurring pattern of your Group "tables" you need only one SUMIFS per Activity - so 5 SUMIFS for each result and not 20.

    To be clear, the below applied to your matrix (E3:I52) will generate exactly the same results as you have presently in your sample. As you can see there are significantly fewer SUMIFS than before.

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    Re: Simpler solutions than sumifs

    Thank you... I got it.. However if you dont mind i have one question. How does it do that... I mean how does it look up after every second column to sum, and how does it know what to check as a criteria as they are in different columns. I now know this can be done like this and can duplicate it in future also, however if I can have a little clarity on this it will be great....

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    Re: Simpler solutions than sumifs

    As mentioned it comes down to the recurring pattern of your tables.

    To use a simplistic example...:

    4 columns of data
    A & C hold a text value of either "X" or "Y"
    B & D hold various numeric values

    We want to get the sum of all "X" values but rather than use:

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    we use:

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    The SUMIF will look for "X" in each used cell within A:C range and where found include the adjacent value in the optional range to sum. This is viable because we know "X" will not appear in column B (and furthermore we assume C does not hold numerics)

    edit:
    It is also important to note that each range within the SUMIF shares the same dimension (explicitly or otherwise) - this is why we end up with 4 SUMIFS in your case as we can not have a summation range whose dimensions exceed that of the criteria (1 column)
    Last edited by DonkeyOte; 08-08-2011 at 02:37 AM. Reason: typo

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    Re: Simpler solutions than sumifs

    I am beginning to get it. Just one more question... What you said above it would look at the data in each used cell.. Then why do we need four sumifs we should just need 1... I somehow feel this is a stupid question. Though I am getting the logic I am not getting it completely... you know what I mean....

    Thanks Again

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    Re: Simpler solutions than sumifs

    The need for 4 SUMIFS results from the dimension equality requirement.

    You have 2 sets of criteria, Activity & Job ID and whilst the dimensions of Activity match those of the summation range the dimensions of Job ID do not - the latter being just 1 column wide per table

    The result of the above is that the summation column can only ever be 1 column wide and you must thus handle each summation/activity column as a separate SUMIFS.

    This goes back to the point I made in my first post:

    Quote Originally Posted by D.O
    ...reducing the SUMIFS to one per Activity would necessitate a Job ID reference per Activity reference (ie 4 Job ID references) else including the Job ID within the Activity Reference (eg 123@Activity A)
    Such that your criteria dimensions match those of the summation thereby permitting a single SUMIFS function.
    Last edited by DonkeyOte; 08-08-2011 at 02:38 AM. Reason: typo

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    Re: Simpler solutions than sumifs

    Ok... Got it.... Thank You for your patience. Just a thought... can we use sumproduct for this... i remember in a report where the data was not in any order, sumproduct was used...
    Thank you once again..

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    Re: Simpler solutions than sumifs

    You should persist with SUMIFS. If you wish to make the formulae more succinct you should adapt your layout accordingly.

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    Re: Simpler solutions than sumifs

    Thank You DO....

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    Re: Simpler solutions than sumifs

    Just one last thing... I have been thinking on changing the format... any suggestions....

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