MS Excel COUNTIFS, MAXIFS, MINIFS, AVERAGEIFS with OR condition

TheHack22

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Joined
Feb 3, 2021
Messages
121
Office Version
  1. 365
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Hi Excel Gurus,

Hope everyone is well. I have the following question on a few spillable formulas in MS Excel for a project I'm working on, which I would like to be dynamic.

These are the formulas I have:

1)C3=UNIQUE(FILTER(Plaintiff_AllData[Firm],(Plaintiff_AllData[Position]="Partner")*(Plaintiff_AllData[Type]="Clients")))
2)D3=COUNTIFS(Plaintiff_AllData[Firm],C3#,Plaintiff_AllData[Position],"Partner",Plaintiff_AllData[Type],"Clients")
3)E3=MINIFS(Plaintiff_AllData[Rate],Plaintiff_AllData[Firm],$C3#,Plaintiff_AllData[Position],"Partner",Plaintiff_AllData[Type],"Clients")
4)F3 =MAXIFS(Plaintiff_AllData[Rate],Plaintiff_AllData[Firm],$C3#,Plaintiff_AllData[Position],"Partner",Plaintiff_AllData[Type],"Clients")
5)G3=AVERAGEIFS(Plaintiff_AllData[Rate],Plaintiff_AllData[Position],"Partner",Plaintiff_AllData[Firm],C3#,Plaintiff_AllData[Type],"Clients")

Basically, I needed an OR Condition, the OR condition needs to look in the same column (Column name - "Type" - in the mini sheet attached).
So I needed the criteria to be "Clients or Clients A".

Is this possible? I'm trying to main the formulas to be spillable

Imran


This is the Dashboard:


Clients Analysis 11.12.2022.xlsx
ABCDEFG
1PositionSeq#CompaniesCountLowHighAverage
2Partners
31)Acme Corporation 10$38,250$54,000$45,090
42)Cupcake LLC3$34,875$51,750$44,625
53)Éclair Inc6$31,500$43,875$38,063
64)Grant & Eisenhoffer P.A.2$45,000$45,000$45,000
75)Home Furnishing23$22,950$58,500$41,586
86)Hooli8$32,625$46,125$40,416
97)Initech8$34,200$54,000$41,850
108)Umbrella Corporation11$37,350$60,750$46,268
Summary B
Cell Formulas
RangeFormula
B3:B10B3=SEQUENCE(COUNTA(C3#))
C3:C10C3=UNIQUE(FILTER(Plaintiff_AllData[Firm],(Plaintiff_AllData[Position]="Partner")*(Plaintiff_AllData[Type]="Clients")))
D3:D10D3=COUNTIFS(Plaintiff_AllData[Firm],C3#,Plaintiff_AllData[Position],"Partner",Plaintiff_AllData[Type],"Clients")
E3:E10E3=MINIFS(Plaintiff_AllData[Rate],Plaintiff_AllData[Firm],$C3#,Plaintiff_AllData[Position],"Partner",Plaintiff_AllData[Type],"Clients")
F3:F10F3=MAXIFS(Plaintiff_AllData[Rate],Plaintiff_AllData[Firm],$C3#,Plaintiff_AllData[Position],"Partner",Plaintiff_AllData[Type],"Clients")
G3:G10G3=AVERAGEIFS(Plaintiff_AllData[Rate],Plaintiff_AllData[Position],"Partner",Plaintiff_AllData[Firm],C3#,Plaintiff_AllData[Type],"Clients")
Dynamic array formulas.
Cells with Conditional Formatting
CellConditionCell FormatStop If True
C4:C12Cell ValueduplicatestextNO


This is the underlying dataset(Dummy).

Clients Analysis 11.12.2022.xlsx
ABCDE
1RateGraded PositionPositionTypeFirm
2$24,750Senior AssociateAssociateClientsAce Store
3$18,450Senior AssociateAssociateClientsAce Store
4$26,100Senior AssociateAssociateClientsAce Store
5$21,375Senior AssociateAssociateClientsAce Store
6$28,125Senior AssociatePartnerClients AAce Store
7$24,975Financial AnalystFinancial AnalystClientsAce Store
8$26,775InvestigatorPartnerClients AAce Store
9$26,775InvestigatorInvestigatorClientsAce Store
10$18,000InvestigatorInvestigatorClientsAce Store
11$37,125Of CounselOf CounselClientsAce Store
12$18,900Staff AttorneyPartnerClients AAce Store
13$18,900Staff AttorneyStaff AttorneyClientsAce Store
14$18,000Junior AssociatePartnerClients AAcme Corporation
15$19,125Midlevel AssociatePartnerClients AAcme Corporation
16$16,875ParalegalParalegalClientsAcme Corporation
17$14,625ParalegalParalegalClientsAcme Corporation
18$15,750ParalegalPartnerClients AAcme Corporation
19$14,625ParalegalPartnerClients AAcme Corporation
20$13,500ParalegalParalegalClientsAcme Corporation
21$18,000ParalegalParalegalClientsAcme Corporation
22$42,750Senior PartnerPartnerClientsAcme Corporation
23$45,000Senior PartnerPartnerClientsAcme Corporation
24$54,000Senior PartnerPartnerClientsAcme Corporation
25$43,650Senior PartnerPartnerClientsAcme Corporation
26$49,500Senior PartnerPartnerClients AAcme Corporation
27$45,000Senior PartnerPartnerClients AAcme Corporation
28$42,750Senior PartnerPartnerClients AAcme Corporation
29$43,650Senior PartnerPartnerClients AAcme Corporation
30$49,500Senior PartnerPartnerClients AAcme Corporation
31$49,500Senior PartnerPartnerClientsAcme Corporation
32$38,250Senior PartnerPartnerClientsAcme Corporation
33$54,000Senior PartnerPartnerClientsAcme Corporation
34$40,500Senior PartnerPartnerClientsAcme Corporation
35$40,500Senior PartnerPartnerClientsAcme Corporation
36$42,750Senior PartnerPartnerClientsAcme Corporation
37$18,000Staff AttorneyStaff AttorneyClientsAcme Corporation
38$19,125Staff AttorneyStaff AttorneyClientsAcme Corporation
39$18,000Staff AttorneyStaff AttorneyClientsAcme Corporation
40$18,000Staff AttorneyStaff AttorneyClientsAcme Corporation
41$19,125Staff AttorneyPartnerClients AAcme Corporation
42$18,000Staff AttorneyPartnerClients AAcme Corporation
43$13,050ParalegalPartnerClients ACupcake LLC
44$15,075ParalegalPartnerClients ACupcake LLC
45$13,950ParalegalParalegalClientsCupcake LLC
46$14,625ParalegalParalegalClientsCupcake LLC
47$34,875Senior PartnerPartnerClientsCupcake LLC
48$47,250Senior PartnerPartnerClientsCupcake LLC
49$51,750Senior PartnerPartnerClientsCupcake LLC
50$19,125Midlevel AssociateAssociateClientsÉclair Inc
51$28,125Senior AssociatePartnerClients AÉclair Inc
52$22,500Senior AssociatePartnerClients AÉclair Inc
53$27,000Senior AssociatePartnerClients AÉclair Inc
54$13,275ParalegalParalegalClientsÉclair Inc
55$13,275ParalegalParalegalClientsÉclair Inc
56$13,950ParalegalParalegalClientsÉclair Inc
57$31,500Midlevel PartnerPartnerClientsÉclair Inc
58$43,875Senior PartnerPartnerClientsÉclair Inc
59$38,250Senior PartnerPartnerClientsÉclair Inc
60$38,250Senior PartnerPartnerClientsÉclair Inc
61$38,250Senior PartnerPartnerClientsÉclair Inc
62$38,250Senior PartnerPartnerClientsÉclair Inc
63$16,425Junior AssociateAssociateClientsGrant & Eisenhoffer P.A.
64$16,425Junior AssociateAssociateClientsGrant & Eisenhoffer P.A.
65$33,750Senior AssociatePartnerClients AGrant & Eisenhoffer P.A.
66$20,250Senior AssociatePartnerClients AGrant & Eisenhoffer P.A.
67$9,450ParalegalParalegalClientsGrant & Eisenhoffer P.A.
68$9,900ParalegalParalegalClientsGrant & Eisenhoffer P.A.
69$45,000Senior PartnerPartnerClientsGrant & Eisenhoffer P.A.
70$45,000Senior PartnerPartnerClientsGrant & Eisenhoffer P.A.
71$24,750Senior AssociateAssociateClientsGlobex Corporation
72$13,725ParalegalParalegalClientsGlobex Corporation
73$12,375ParalegalParalegalClientsGlobex Corporation
74$11,475ParalegalPartnerClients AGlobex Corporation
75$10,125ParalegalPartnerClients AGlobex Corporation
76$12,375ParalegalPartnerClients AGlobex Corporation
77$11,700ParalegalPartnerClients AGlobex Corporation
78$10,800ParalegalPartnerClients AHome Furnishing
79$10,125ParalegalParalegalClientsHome Furnishing
80$13,725ParalegalParalegalClientsHome Furnishing
81$10,125ParalegalParalegalClientsHome Furnishing
82$35,100Midlevel PartnerPartnerClientsHome Furnishing
83$35,100Midlevel PartnerPartnerClientsHome Furnishing
84$22,950Midlevel PartnerPartnerClientsHome Furnishing
85$38,250Senior PartnerPartnerClientsHome Furnishing
86$35,100Senior PartnerPartnerClientsHome Furnishing
87$38,250Senior PartnerPartnerClientsHome Furnishing
88$36,900Senior PartnerPartnerClientsHome Furnishing
89$41,400Senior PartnerPartnerClientsHome Furnishing
90$38,250Senior PartnerPartnerClientsHome Furnishing
91$41,400Senior PartnerPartnerClientsHome Furnishing
92$38,250Senior PartnerPartnerClientsHome Furnishing
93$45,000Senior PartnerPartnerClientsHome Furnishing
94$38,250Senior PartnerPartnerClientsHome Furnishing
95$41,400Senior PartnerPartnerClientsHome Furnishing
96$47,250Senior PartnerPartnerClientsHome Furnishing
97$56,250Senior PartnerPartnerClientsHome Furnishing
98$43,875Senior PartnerPartnerClients BHome Furnishing
99$43,875Senior PartnerPartnerClients BHome Furnishing
100$56,250Senior PartnerPartnerClients BHome Furnishing
101$58,500Senior PartnerPartnerClients BHome Furnishing
102$39,375Senior PartnerPartnerClientsHome Furnishing
103$41,625Senior PartnerPartnerClientsHome Furnishing
104$43,875Senior PartnerPartnerClientsHome Furnishing
105$18,225Staff AttorneyStaff AttorneyClientsHome Furnishing
106$17,775Staff AttorneyStaff AttorneyClientsHome Furnishing
107$19,125Staff AttorneyStaff AttorneyClientsHome Furnishing
108$19,125Staff AttorneyStaff AttorneyClientsHome Furnishing
109$15,750Staff AttorneyStaff AttorneyClientsHome Furnishing
110$20,250Staff AttorneyStaff AttorneyClientsHome Furnishing
111$15,750Staff AttorneyStaff AttorneyClientsHome Furnishing
112$15,750Staff AttorneyStaff AttorneyClients BHome Furnishing
113$16,875Staff AttorneyStaff AttorneyClients BHome Furnishing
114$18,225Staff AttorneyStaff AttorneyClients BHome Furnishing
115$18,225Staff AttorneyStaff AttorneyClientsHome Furnishing
116$18,000Staff AttorneyStaff AttorneyClientsHome Furnishing
117$19,125Staff AttorneyStaff AttorneyClientsHome Furnishing
118$19,125Staff AttorneyStaff AttorneyClientsHome Furnishing
119$14,175Staff AttorneyStaff AttorneyClientsHome Furnishing
120$15,750Staff AttorneyStaff AttorneyClientsHome Furnishing
121$19,125Staff AttorneyStaff AttorneyClientsHome Furnishing
122$20,250Staff AttorneyStaff AttorneyClientsHome Furnishing
123$20,250Junior AssociateAssociateClientsHooli
124$20,250Junior AssociateAssociateClientsHooli
125$20,250Junior AssociateAssociateClientsHooli
126$20,250Junior AssociatePartnerClients AHooli
127$16,875Junior AssociatePartnerClients AHooli
128$20,250Junior AssociatePartnerClients AHooli
129$20,250Junior AssociatePartnerClients AHooli
130$20,250Junior AssociatePartnerClients AHooli
131$18,000Midlevel AssociatePartnerClients AHooli
132$20,250Midlevel AssociatePartnerClients AHooli
133$18,675Midlevel AssociatePartnerClients AHooli
134$23,175Midlevel AssociateAssociateClientsHooli
135$19,575Midlevel AssociateAssociateClientsHooli
136$18,675Midlevel AssociateAssociateClientsHooli
137$33,750Senior AssociateAssociateClientsHooli
138$20,250Senior AssociateAssociateClientsHooli
139$15,750Senior AssociateAssociateClientsHooli
140$28,350Senior AssociateAssociateClientsHooli
141$23,175Senior AssociateAssociateClientsHooli
142$21,375Senior AssociateAssociateClientsHooli
143$20,250Senior AssociateAssociateClientsHooli
144$20,700Senior AssociateAssociateClientsHooli
145$20,250Senior AssociateAssociateClientsHooli
146$19,125Senior AssociateAssociateClientsHooli
147$21,600Senior AssociateAssociateClientsHooli
148$21,825Senior AssociateAssociateClientsHooli
149$20,250Senior AssociateAssociateClientsHooli
150$14,400ParalegalParalegalClientsHooli
151$35,100Junior PartnerPartnerClientsHooli
152$41,400Senior PartnerPartnerClients BHooli
153$45,000Senior PartnerPartnerClients BHooli
154$45,000Senior PartnerPartnerClients BHooli
155$32,625Senior PartnerPartnerClientsHooli
156$46,125Senior PartnerPartnerClientsHooli
157$41,400Senior PartnerPartnerClientsHooli
158$36,675Senior PartnerPartnerClientsHooli
159$20,700Staff AttorneyStaff AttorneyClientsHooli
160$25,875Junior AssociateAssociateClientsInitech
161$18,000Junior AssociateAssociateClientsInitech
162$16,875Junior AssociateAssociateClientsInitech
163$37,800Of CounselOf CounselClientsInitech
164$24,300Of CounselPartnerClients AInitech
165$49,050Of CounselPartnerClients AInitech
166$12,375ParalegalPartnerClients AInitech
167$13,050ParalegalPartnerClients AInitech
168$12,375ParalegalPartnerClients AInitech
169$34,650Junior PartnerPartnerClients AInitech
170$34,200Junior PartnerPartnerClients AInitech
171$30,375Junior PartnerPartnerClients AInitech
172$34,200Junior PartnerPartnerClientsInitech
173$35,100Midlevel PartnerPartnerClientsInitech
174$37,800Senior PartnerPartnerClientsInitech
175$36,900Senior PartnerPartnerClientsInitech
176$43,650Senior PartnerPartnerClients BInitech
177$54,000Senior PartnerPartnerClientsInitech
178$43,650Senior PartnerPartnerClientsInitech
179$49,500Senior PartnerPartnerClientsInitech
180$46,125Senior PartnerPartnerClientsUmbrella Corporation
181$48,600Senior PartnerPartnerClients AUmbrella Corporation
182$44,775Senior PartnerPartnerClients AUmbrella Corporation
183$51,750Senior PartnerPartnerClients AUmbrella Corporation
184$42,750Senior PartnerPartnerClients AUmbrella Corporation
185$37,800Senior PartnerPartnerClients AUmbrella Corporation
186$39,150Senior PartnerPartnerClients AUmbrella Corporation
187$51,750Senior PartnerPartnerClientsUmbrella Corporation
188$49,500Senior PartnerPartnerClientsUmbrella Corporation
189$40,275Senior PartnerPartnerClientsUmbrella Corporation
190$60,750Senior PartnerPartnerClients BUmbrella Corporation
191$41,400Senior PartnerPartnerClients BUmbrella Corporation
192$59,625Senior PartnerPartnerClients BUmbrella Corporation
193$39,600Senior PartnerPartnerClients BUmbrella Corporation
194$37,800Senior PartnerPartnerClientsUmbrella Corporation
195$37,350Senior PartnerPartnerClientsUmbrella Corporation
196$44,775Senior PartnerPartnerClientsUmbrella Corporation
197$19,125Staff AttorneyStaff AttorneyClientsUmbrella Corporation
198$19,125Staff AttorneyStaff AttorneyClientsUmbrella Corporation
199$19,125Staff AttorneyStaff AttorneyClientsUmbrella Corporation
200$19,125Staff AttorneyStaff AttorneyClientsUmbrella Corporation
201$20,025Staff AttorneyStaff AttorneyClientsUmbrella Corporation
202$19,125Staff AttorneyStaff AttorneyClientsUmbrella Corporation
Plaintiff All RawData-Combined
 

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So I needed the criteria to be "Clients or Clients A".
Try like this
=UNIQUE(FILTER(Plaintiff_AllData[Firm],(Plaintiff_AllData[Position]="Partner")*((Plaintiff_AllData[Type]="Clients")+(Plaintiff_AllData[Type]="Clients A"))))
 
Upvote 0
Try like this
=UNIQUE(FILTER(Plaintiff_AllData[Firm],(Plaintiff_AllData[Position]="Partner")*((Plaintiff_AllData[Type]="Clients")+(Plaintiff_AllData[Type]="Clients A"))))
Hi @Peter_SSs

Thanks very much. This works well. How about the IFS function, is it possible to achieve the same ("Clients" + "Clients A") with these too?
Imran
 
Upvote 0
How about the IFS function, is it possible to achieve the same ("Clients" + "Clients A") with these too?
Sorry, got called away before I had time to look at the others properly.
No, if you want the formulas to spill then something different will be needed.

I have also included a slight variation for the Companies column below as this would allow simpler expansion if you wanted to include more items in your 'OR' condition.
(Also included a slight variation for Seq# as it is a couple of characters shorter ;))

See how these go.

TheHack22.xlsm
BCDEFG
1Seq#CompaniesCountLowHighAverage
2
31Ace Store3189002812524600
42Acme Corporation 21146255400037425
53Cupcake LLC5130505175032400
64Éclair Inc9225004387534000
75Grant & Eisenhoffer P.A.4202504500036000
86Globex Corporation4101251237511418.75
97Home Furnishing20108005625038238.75
108Hooli13168754612526671.1538
119Initech15123755400033435
1210Umbrella Corporation13373505175044030.7692
Sheet1
Cell Formulas
RangeFormula
B3:B12B3=SEQUENCE(ROWS(C3#))
C3:C12C3=UNIQUE(FILTER(Plaintiff_AllData[Firm],(Plaintiff_AllData[Position]="Partner")*(ISNUMBER(MATCH(Plaintiff_AllData[Type],{"Clients","Clients A"},0)))))
D3:D12D3=BYROW(C3#,LAMBDA(Co,COUNT(FILTER(Plaintiff_AllData[Rate],(Plaintiff_AllData[Firm]=Co)*(Plaintiff_AllData[Position]="Partner")*(ISNUMBER(MATCH(Plaintiff_AllData[Type],{"Clients","Clients A"},0)))))))
E3:E12E3=BYROW(C3#,LAMBDA(Co,AGGREGATE(15,6,Plaintiff_AllData[Rate]/((Plaintiff_AllData[Firm]=Co)*(Plaintiff_AllData[Position]="Partner")*(ISNUMBER(MATCH(Plaintiff_AllData[Type],{"Clients","Clients A"},0)))),1)))
F3:F12F3=BYROW(C3#,LAMBDA(Co,AGGREGATE(14,6,Plaintiff_AllData[Rate]/((Plaintiff_AllData[Firm]=Co)*(Plaintiff_AllData[Position]="Partner")*(ISNUMBER(MATCH(Plaintiff_AllData[Type],{"Clients","Clients A"},0)))),1)))
G3:G12G3=BYROW(C3#,LAMBDA(Co,AVERAGE(FILTER(Plaintiff_AllData[Rate],(Plaintiff_AllData[Firm]=Co)*(Plaintiff_AllData[Position]="Partner")*(ISNUMBER(MATCH(Plaintiff_AllData[Type],{"Clients","Clients A"},0))),NA()))))
Dynamic array formulas.
 
Upvote 0
Solution
Sorry, got called away before I had time to look at the others properly.
No, if you want the formulas to spill then something different will be needed.

I have also included a slight variation for the Companies column below as this would allow simpler expansion if you wanted to include more items in your 'OR' condition.
(Also included a slight variation for Seq# as it is a couple of characters shorter ;))

See how these go.

TheHack22.xlsm
BCDEFG
1Seq#CompaniesCountLowHighAverage
2
31Ace Store3189002812524600
42Acme Corporation 21146255400037425
53Cupcake LLC5130505175032400
64Éclair Inc9225004387534000
75Grant & Eisenhoffer P.A.4202504500036000
86Globex Corporation4101251237511418.75
97Home Furnishing20108005625038238.75
108Hooli13168754612526671.1538
119Initech15123755400033435
1210Umbrella Corporation13373505175044030.7692
Sheet1
Cell Formulas
RangeFormula
B3:B12B3=SEQUENCE(ROWS(C3#))
C3:C12C3=UNIQUE(FILTER(Plaintiff_AllData[Firm],(Plaintiff_AllData[Position]="Partner")*(ISNUMBER(MATCH(Plaintiff_AllData[Type],{"Clients","Clients A"},0)))))
D3:D12D3=BYROW(C3#,LAMBDA(Co,COUNT(FILTER(Plaintiff_AllData[Rate],(Plaintiff_AllData[Firm]=Co)*(Plaintiff_AllData[Position]="Partner")*(ISNUMBER(MATCH(Plaintiff_AllData[Type],{"Clients","Clients A"},0)))))))
E3:E12E3=BYROW(C3#,LAMBDA(Co,AGGREGATE(15,6,Plaintiff_AllData[Rate]/((Plaintiff_AllData[Firm]=Co)*(Plaintiff_AllData[Position]="Partner")*(ISNUMBER(MATCH(Plaintiff_AllData[Type],{"Clients","Clients A"},0)))),1)))
F3:F12F3=BYROW(C3#,LAMBDA(Co,AGGREGATE(14,6,Plaintiff_AllData[Rate]/((Plaintiff_AllData[Firm]=Co)*(Plaintiff_AllData[Position]="Partner")*(ISNUMBER(MATCH(Plaintiff_AllData[Type],{"Clients","Clients A"},0)))),1)))
G3:G12G3=BYROW(C3#,LAMBDA(Co,AVERAGE(FILTER(Plaintiff_AllData[Rate],(Plaintiff_AllData[Firm]=Co)*(Plaintiff_AllData[Position]="Partner")*(ISNUMBER(MATCH(Plaintiff_AllData[Type],{"Clients","Clients A"},0))),NA()))))
Dynamic array formulas.
Hi @Peter_SSs

Sorry for the late response, my bed called me. :) This is just incredible, you helped preserve my sanity 😂. I was googling like crazy and didn't come across anything that was close to being helpful. Thanks a million, you're the best.
Imran
 
Upvote 0
You're welcome. Thanks for the follow-up. (y)

(and for your kind words :))
 
Upvote 0

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