Excel to the Next Level by Mastering Multiple Occurrences

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This is a guest post by Sohail Anwar.

August 29, 1994. A day that changed my life forever. Football World Cup? Russia and China de-targeting nuclear weapons against each other? Anniversary of the Woodstock festival?

No, much bigger: Two Undertakers show up at WWE Summerslam for an epic battle. Needless to say: MIND() = BLOWN().

Excel to next level by mastering multiple occurrences - Pic1

And thus begun one boy’s journey into understanding the phenomenon of Multiple Occurrences.

My journey continued, when just a few years later my grandfather handed me down a precious family heirloom: A few columns of meaningless data that I could take away and analyze in Excel. You may laugh but in the 90’s, every boy only wanted two things 1) Lists of pointless data and 2) To be as bad ass as this guy:

Excel to next level by mastering multiple occurrences - Pic2

Ohhh yeah.

All good but how best to deal with multiple occurrences? Well, it broadly involves a cunning collusion of SMALL, LARGE, IF and our good friend the Array formula. To explain, let’s have a look at one of granddad’s prized pointless lists:

Excel to next level by mastering multiple occurrences - Pic3

All kinds of repetition of names exist here, so how, for example, can we look up the pointless things about ‘Das Hoff’?

Excel to next level by mastering multiple occurrences - Pic4

A typical VLOOKUP or INDEX/MATCH combo will give us the first entry (‘Talented’), but what about the rest? The following ARRAY formula will saves us:

SMALL(IF(Lookup Range = Lookup Value, Row(Lookup Range),Row ()-# of rows below start row of Lookup Range)

Entered with Ctrl + Shift + Enter because it’s an Array formula

In this case:

SMALL(IF($A$1:$A$20=$E$2,ROW($A$1:$A$20)),ROW()-2)

 

Bear in mind this will give us the position numbers of the multiple occurrences in our main list. That’s a good start. Now we drag this formula down so we end up with another list since our need to find multiple occurrences will necessitate creating another shorter subset of the main list, even if there are just two entries. How far do we drag it down? It doesn’t matter too much but enough to capture the likely number of multiple occurrences. we’ll come back to this point in a bit.

I just want to bring your attention to the last part of our SMALL formula, in this case ROW()-2. This creates a rank; think of it as 1st occurrence, 2nd occurrence…as you are dragging the formula down.

Why did I put Row()-2? Well I placed it in a cell which is in the 3rd row and as a rule the first instance of the formula you write, you want the Row()-x to equal 1 (assuming your lookup range starts from row 1). So if your looukup range is in A1:D20 and your first SMALL formula is in cell E5 then you will write ROW()-4 at the end .

Let’s see what happens when we put the formula in E3, search for ‘Michael Bluth’ and drag down to E7:

Excel to next level by mastering multiple occurrences - Pic5

We can visually see there are just two entries in the main list and their position numbers have come through nicely (4 and 7). Beyond that we are met with the #NUM! error. So from here, we need to do two things

  1. Utilize the position number to give us value or related value from the list (i.e. do what the lookup is supposed to do!)
  2. Conceal the errors.

To accomplish (1) we can just put this whole thing into an INDEX formula, define an array size (same vertical dimensions as our main table), use our SMALL formula to provide the row number, then define whatever column number we want, in this case we want column 2:

INDEX($B$1:$B$20,SMALL(IF($A$1:$A$20=$E$2,ROW($A$1:$A$20)),ROW()-2),1)

Which yields:

Excel to next level by mastering multiple occurrences - Pic6

Now, the final bit involves wrapping all this in our trusted friend IFERROR for some easy tidying up:

IFERROR(INDEX($B$1:$B$20,SMALL(IF($A$1:$A$20=$E$2,ROW($A$1:$A$20)),ROW()-2),1),"")

Excel to next level by mastering multiple occurrences - Pic7

Ta da! Let’s have a quick recap of how we evolved the formula.

Comparison of multiple occurrence formulas in Excel

What else can we do?

Let’s extend this bad boy formula and make it really work for us. Here are some select ways I have extended the Multiple Occurrence formula to help extract from challenging text data.

Please download the workbook, since it contains the examples for your learning pleasure.

Note: Temporarily for this next section, I am going to ignore the IFERROR and the INDEX parts purely to make the formula slighter shorter and thus a bit easier to read. Instead, what we will get are the position numbers (which are good enough to demonstrate how the formulas work). Relax, in the final section, I’ll bring them back in!

Descending List

Okay, not very exciting, but if we wanted our list to be in a descending order, we simply switch the SMALL with LARGE!

LARGE(IF($A$1:$A$20=$E$2,ROW($A$1:$A$20)),ROW()-2)

Excel to next level by mastering multiple occurrences - Pic8

Partial Text Search

What if just want to look for part of the text? Easy!

SMALL(IF(IFERROR(SEARCH($G$2,$A$1:$A$20)>0,FALSE),ROW($A$1:$A$20)),ROW()-2)

Excel to next level by mastering multiple occurrences - Pic9

The urge to use a wildcard just won’t work due to the mechanism of an Array. Arrays require like for like comparisons and a partial text won’t correspond to a range. So we need to create TRUE and FALSE outputs, which is what wrapping the SEARCH(…)>0 in an IFERROR does.

Left side of Text

Let’s say we are looking for a first name in a cell with a full name, we can do:

SMALL(IF(LEFT($A$1:$A$20,LEN($I$2))=$I$2,ROW($A$1:$A$20)),ROW()-2)

Excel to next level by mastering multiple occurrences - Pic10

Some of you are thinking, well this can be achieved with a partial text search and most of the time you are right. But I routinely deal with tens of thousands of rows of data with varying text and used to fall foul of not preparing for every permutation or combination. It’s subtle but it can be very useful.

Partial text in the right side

‘Now you’re just being silly Sohail! Who needs this?’ I’ll stand by what I said, when you work with lots of data and need to extract all kinds of things, this sort of formula soon finds a place! Unfortunately I can’t reproduce data that I’ve worked with to show you the reality of needing something like this. It’s not often but once in a while it comes and it’s quicker then VBAing!

SMALL(IF(IFERROR(SEARCH($K$2,RIGHT($A$1:$A$20,LEN($A$1:$A$20)-SEARCH(" ",$A$1:$A$20)))>0,FALSE),ROW($A$1:$A$20)),ROW()-2)

Excel to next level by mastering multiple occurrences - Pic11

So we’re just searching for things past the first space, this sort of thing would need to be extended as more spaces crop up but you get the point.

Multiple Occurrences and Multiple Criteria!

What?! This is more confusing than making Time Traveling Flux Capacitors.

Excel to next level by mastering multiple occurrences - Pic12

Okay, to make this work, let’s increase our data set, I’m going to throw in a region column for all the patriots in da house.

Excel to next level by mastering multiple occurrences - Pic13

So now things are getting interesting. ‘Das Hoff’ is a great example; we can see from a visual inspection he covers two regions (discussing the dual German and US citizenship of the Hoff is out of the scope of this article, but just know how awesome he is!). How can we lookup the two different occurrences of ‘Das Hoff’?

Easy, but first if we harken back to the ultimate VLOOKUP trick I suggested the use of CHOOSE in an array to create ‘virtual’ helper columns, the good news is since we are in an Array format, its pretty straightforward do this without messing with VLOOKUP or CHOOSE. So we simply concatenate the Person and Region ranges and we concatenate the Person and Region lookup cells:

=SMALL(IF($A$1:$A$20&$B$1:$B$20=$E$2&$F$2,ROW($A$1:$A$20)),ROW()-2)

So now if we look up ‘Das Hoff’ in ‘Germany’ and ‘US’ we get:

Excel to next level by mastering multiple occurrences - Pic14

Das ist gut, nein? Ja, Über gut.

Let’s go a step further; what if we wanted to separately lookup the First and Last names? Easy, same concatenation but also concatenate a space in between, like so:

=SMALL(IF($A$1:$A$20=$K$2&" "&$L$2,ROW($A$1:$A$20)),ROW()-2)

So if we are searching for the first name ‘Thom’ and surname ‘Morello’ we get:

Excel to next level by mastering multiple occurrences - Pic15

There you have it. Multiple Occurrences WITH Multiple Lookups, take that to the bank!

Autofiltering without an Autofilter!

So, now we have seen the power of what can be done with Multiple Occurrences, how else might we use this in our work? Well, in the Chandoo tradition of creating awesome dashboards let’s build a bit of interactivity in a dashboard. Now I’m not going to build a dashboard, the web’s finest materials on dashboards can already be found on Chandoo.org! No point me recreating. What if we want to create a makeshift Autofilter in the middle of a dashboard/report? We can use everything we’ve learned about Multiple Occurrences and with a bit of conditional formatting we can cook up something pretty decent.

Excel to next level by mastering multiple occurrences - Pic16

How about we poach the multiple criteria technique from the previous section: First Name, Surname and also Region as drop downs (by using simple data validation lists) to control a table of formulas:

Excel to next level by mastering multiple occurrences - Pic17

Let’s just look at the formula in each column of the table:

Column 1: Person

IFERROR(INDEX($A$1:$C$20, SMALL(IF($A$1:$A$20&$B$1:$B$20=$F$3&" "&$F$4&$F$5, ROW($A$1:$A$20)),ROW()-2),1),"")

Column 2: Region

IFERROR(INDEX($A$1:$C$20, SMALL(IF($A$1:$A$20&$B$1:$B$20=$F$3&" "&$F$4&$F$5, ROW($A$1:$A$20)),ROW()-2),2),"")

 Column 3: Pointless Thing

IFERROR(INDEX($A$1:$C$20, SMALL(IF($A$1:$A$20&$B$1:$B$20=$F$3&" "&$F$4&$F$5, ROW($A$1:$A$20)),ROW()-2),3),"")

The only difference between these is the Column number in the INDEX formulas. Now, I am fully aware of the absurdity of having your search criteria (Name and Region) appear in the results table but it’s cool, I’m just illustrating with minimal pointless made up data. Let’s try using this:

Excel to next level by mastering multiple occurrences - Pic18

Selecting Thom, Yorke and UK gives us a nice chunky result. And how did we get it looking so slick with expanding/contracting borders and alternating colored rows?! Easy, let’s take a closer look at the conditional formatting:

Excel to next level by mastering multiple occurrences - Pic19

Pay close attention to the order of the conditions, it won’t work properly otherwise. The formulas used are:

For the first condition, I have selected ‘No Color’ for fill:

Excel to next level by mastering multiple occurrences - Pic20

For the second condition, the formula is:

=NOT(MOD(ROW(),2)) – Choose a white fill AND complete Border around the cell.

For the last condition, the formula is:

=AND(MOD(ROW(),2)=1,H3<>"")
– Choose a colored fill (I’ve gone with blue) AND complete Border around the cell.

The last thing is to turn the grid-lines off or at least paint the cells in and around the table white. Have a look in the workbook if it doesn’t make sense.

Download Example Workbook

Click here to download Multiple Occurrences workbook. It contains all the examples. Play with the formulas to learn more.

Conclusions

So there you go. I hope you have taken away a number of things about the value of extracting multiple occurrences from a list and a technique for enhancing interactive reporting. If there is one thing I really wanted to convey during this article, its how much I love the Hoff and we can never have enough occurrences of this Germanic demigod. If you enjoyed this article then please share it and let’s get a discussion going in the comments to see what other multiple occurrence madness we can come up with!

Added by Chandoo

Thank you so much Sohail for another wonderful, intelligent & useful article. I had loads of fun reading & learning from it.

If you enjoyed this, please say thanks to Sohail in the comments section.

Keen to learn Advanced Formulas?

Check out Formula Forensics & Array Formula pages.

About the author: Sohail Anwar is a Londoner who has spent over 10,000 hours applying Excel in his professional life and earns well over 6 figures as a result. Now he is on a mission to teach professionals how to massively increase their earnings by learning and applying Excel like never before. Find out more about Sohail on Earnwithexcel and connect with him on LinkedIn.

 

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110 Responses to “Weighted Average in Excel [Formulas]”

  1. Amit says:

    Thanks Chandoo

  2. Cyril Z. says:

    Hello Chandoo,

    I use weighted average almost every day, when I want to compute the progress of my projects in terms of functional coverage :

    1. I have a list of tasks during from 1 day to 20 days.
    2. It is obvious that each task must be weighted regarding its duration.
    3. My functional coverage is calculated with :
    sumproduct ( total_duration_array * ( todo_array = 0 ) ) / Sum ( total_duration_array )

    and all subsequent grouping you can think (group by steps...)

    Regards

    Cyril Z.

  3. Krok says:

    I use it to calculate the Avg Mkt Price Vs our Products.

    Main difficultie: to place the calculation on a Pivot Table 😀

    The use of array formulas does the trick for this calculation but, since I keep feeding new info to the file, it is getting way to "heavy" so I've started changing this calculation to a pivot table.

  4. Martin says:

    If I was the CEO of ACME.... Coyote would be armored like Iron Man !!!

  5. Yair says:

    Hello Chandoo
    First - your site is excellent and very enlightning
    Second - I find it easir to use an array formula
    SUM(A2:A6*B2:B6/SUM($B$2:$B$6))

  6. Daniel Ferry says:

    @Yair -

    You can write your version of the formula with the SUMPROUDCT instead of the CSE SUM:
    .
    SUMPRODUCT(A2:A6*B2:B6/SUM($B$2:$B$6))
    .
    Why bother? SUMPRODUCT is about 10% faster than the equivalent array formula. I write about this on my blog:

    http://www.excelhero.com/blog/2010/01/the-venerable-sumproduct.html

    Regards,

    Daniel Ferry
    excelhero.com

  7. Gregor Erbach says:

    And how would you calculate the MEDIAN of a data set that is presented as values and frequencies?

    I have tried a couple of approaches, but could not come up with a solution that was elegant and scalable to data sets with an abritrary number of rows.

  8. Steve-O says:

    If I'm the CEO, I'd want to see how much money total is spent on payroll for each department. In which case, I'd just total payroll spending and divide by total # employees.

  9. Ouiski7 says:

    Thanks Chandoo, elegant solutions and helpful web site!

    Small typo: both instances of $330,000 should be $303,000. You got it right in the image with the red circle around it, but the text is wrong.

    "Now, the average salary seems to be $ 330,000 [total all of all salaries by 5, (55000+65000+75000+120000+1200000)/5 ].
    You are a happy boss to find that your employees are making $330k per year."

  10. ramu says:

    superb For weighted avg

  11. Joel says:

    What if my weights are decline equally. Example Data to be measured with WMA A10:A20, weights 10,9,8,7, etc, starting with A20*10, A19*9, A18*8 etc.

    Do I need to create a separate column with the numbers 10,9,8,7,6 etc?

    Thanks!

  12. Hui... says:

    @Joel
    You don't need to use a seperate column for the weights, but it can be useful for clarity
    .
    If the weights are based as you say on a series you could use a formula like
    say your in B20
    =A20*(row()-10)
    so as you copy this between B10 and 20 it will adjust automatically as you specified

  13. Joel says:

    That works nicely. Thank you!

  14. Krunal Patel says:

    Hi Chandoo,

    Can you please guide me on How to calculate weighted average on the basis of Date...?

    I wanna find out two things (1) Weighted average amount (2) Weighted average Date

    Data:

    Date Amount
    01-Jan-11 1200
    08-Mar-11 1000
    05-Jun-11 1200
    17-Mar-11 1500
    30-Jun-11 1600

    Kind Regards,
    Krunal Patel

  15. Hui... says:

    @Krunal
    The average is (1200+1000+1200+1500+1600)/5 = 1300
    When you say weighted average what other measure are you measuring against?
    Typically you will have say a Weight, Mass,Volume or Time which your measure applies to
    If I sort your data by date
    `1-Jan-11 1,200 66.0
    8-Mar-11 1,000 9.0
    17-Mar-11 1,500 80.0
    5-Jun-11 1,200 25.0
    30-Jun-11 1,600

    Total 238,200 180.0
    W.Ave 1,323.3 `

    In the above the 1200 units has lasted 66 days
    the 1000 units 9 days
    If I sumproduct the Qty and the days
    I get 238,200
    This doesn't include the 1600 units
    I then divide the 238,200 units
    by total days =180 to get 1,323 units per day

    Hope that helps

  16. Krunal Patel says:

    Hi Hui,

    Thanks for your reply.

    I understand the concept but I dont understand why last date is not included. Instead it should have more weighted as compared to other.

    Krunal

  17. Hui... says:

    @Krunal
    I have assumed that the 1200 units on 1 Jan applies from 1 Jan until the next period 8 Mar
    If it is the other way around where data applies retrospectively, then your right except that we would leave out the Jan 1 result, see below
    eg:
    1-Jan-11 1,200 -
    8-Mar-11 1,000 66
    17-Mar-11 1,500 9
    5-Jun-11 1,200 80
    30-Jun-11 1,600 25
    .
    Total 1,197 180

    .
    As I originally said weighting requires a second variable
    Look at the fat content of Milk
    it is expressed as %
    So if you have 1000 litres at 5% and 4000 litres at 10%
    in total you have 5000 litres at a weighted average of 9% (1000x5 + 4000*10)/5000
    .
    So in your case I have made assumptions about the usage of your product as you haven't supplied much data
    If my assumptions are wrong let me know

  18. RAJU says:

    Run hr Produ prod/hr
    1425.5 431380 302.61
    873 290894 333.21
    604 232249 384.51

    If I take average of individual row, I find a prod/hr figure which is given in last column above. And while taking average of prod/hr, means (302.61+333.21+384.51/3), I find an average value 340.11.

    And if I take sum of run hour (1425.5+873+604) and sum of produ (431380+290894+232249) and divide produ sum by run hour sum then I find a different average that is 328.8

    Why this difference in average value though in totality it looks same?

    May some one help me, pls.

    Regards
    Raju

    328.86

  19. Hui... says:

    @Raju
    You cannot simply average the averages, because as you see each input has a different weighting. Your 604 hrs they worked very hard and in the 1425 hrs they slowed down.
    What you've done by summing the Production and dividing by the sum of the hrs is correct

  20. Brad says:

    Hi. I have a series of prices, and I'm trying to develop a formula which gives me a projected price... So for example:
    Prices (Earliest to Most Recent)
    2.50
    2.90
    3.50
    4.30
    5.00
    ?.??

    I want to see what the price is likely to be in the cell ?.??, and I want the most recent price to be more relevant than the earlier prices... so in this example, I imagine the value would be something around $6.30... the difference between the prices being .40, .60, .80, 1.00...

    I really only need the results in one cell, taking into account something like a 5 day moving weighted average (if such a thing exists). I'm essentially trying to see if the price is trending upwards, estimating the price based on more recent sales data and working out if the difference between most recent price ($5.00) and projected price (?.??) is more than 5%.

  21. James Calvo says:

    Hi, i need some help creating a weight average for some account under me. we have 3 product lines (growing to 5 soon). I need to create a formula that shows a weight average to rank the account 1-50.
    so product 1 goal is 50 product 2 goal is 3 and product 3 goal is 3. i would weight these based on importance at 80% product 1, 15% product 2 and 5% product 3. so how would i write this formula since averaging the 3 is not the correct way.
    so here is a small example
    Acct Name prdt 1 actual prdt 1 goal prdt1 % to goal
    acct 1 25 50 50%
    prdt 2 actual prdt 2 goal prdt2 % to goal
    acct 1 1 3 33%
    prdt 3 actual prdt 3 goal prdt3 % to goal
    acct 1 1 3 33%

    so the average % of the products is 38% thats not what i need i need the weighted average by acct on all three products using the weights 80, 15 and 5. Please help.

    James

  22. Hui... says:

    @James
    .
    Actual
    =25*0.80 + 1*0.15 + 1*0.05
    =20.2
    .
    Goal
    =50*0.80 + 3*0.15 + 3*0.05
    =40.6

  23. Ryan says:

    Hi there, I'm trying to calculate a weighted average in Excel of products that are not in adjacent cells but cannot figure it out. For cells adjacent to each other I use sumproduct but can't find info on how to do it if the cells I need a weighted avg for are not next to each other.

    IE
    100,000(cell A1) units at $5 (cell B1)
    150,000 (cell A5) units at $6 (cell B5)

    Help!

  24. Hui... says:

    You can use
    =SUMPRODUCT(A1:A5,B1:B5)/SUM(A1:A5)

    or
    =(A1*B1+A5*B5)/(A1+A5)

    or
    =SUMPRODUCT((MOD(ROW(A1:A5),4)=1)*(A1:A5)*(B1:B5))/SUMPRODUCT((MOD(ROW(A1:A5),4)=1)*(A1:A5))

    or
    =SUMPRODUCT((MOD(ROW(A1:A5),4)=1)*(A1:A5)*(B1:B5))/SUM((MOD(ROW(A1:A5),4)=1)*(A1:A5)) Ctrl Shift Enter
    (I've been waiting a while to use those techniques again)

    refer: http://chandoo.org/forums/topic/i-need-idea-on-a-simpler-formula

  25. Help Please says:

    I am trying to find teh weighted average score for a particular student name Dennis, Gina. How can I obtain this using the sumproduct formula if it's on 3 separate rows?

    Agent Name ACD Calls Avg ACD Avg ACW Avg Hold AHT

    Francis, Luis 951 139 29 13 180
    Malave, Luz 910 143 28 86 256
    Dennis, Gina 920 550 290 750 1590
    Dennis, Gina 920 165 33 62 260
    Sawyer, Curvin 1,536 236 4 60 299
    Dennis, Gina 1,267 198 32 77 306

  26. Hui... says:

    @Help Please
    Assuming your data is in A1:G7
    Try this for Column B:
    =SUMPRODUCT((A2:A7="Dennis, Gina")*(B2:B7))/COUNTIFS(A2:A7,"Dennis, Gina")

    Adjust for other columns

  27. ann says:

    need help...i have a table that shows attach rates of each segment by quarter. i need to find the weighted avg of the last 4 qtrs

    for example: segment 1 in qtr 1 is 60%, qtr 2 at 63%, qtr 3 at 48% and qtr 4 at 43%

  28. Hui... says:

    @Ann
    =Sum(range of the last 4 qtrs)/4

  29. Needing help! says:

    Hi. I'm having trouble finding the weighted average for the % of influence (which is related to the rated level). I need to find out what the weighted average % inluence is (the % column) and then to use that % to calculate the $ of the influenced spend overall. HELP

    Spend A Level % Spend B Level % Total$(M)
    $99,660,078.50 0 0% $3,886,439.82 1 15% $300
    $393,235.39 3 100% $465,897.47 2 50% $ 4

  30. jess says:

    In the First Semester Scores worksheet, in cell F17, enter a formula to calculate the weighted average of the first student’s four exams. The formula in cell F17 should use absolute references to the weights found in the range C8:C11, matching each weight with the corresponding exam score. Use Auto Fill to copy the formula in cell F17 into the range F18:F52.

    Student Score Top Ten Overall Scores
    Student ID Exam 1 Exam 2 Exam 3 Final Exam Overall
    390-120-2 100.0 83.0 79.0 72.0
    390-267-4 84.0 91.0 94.0 80.0
    390-299-8 55.0 56.0 47.0 65.0
    390-354-3 95.0 91.0 93.0 94.0
    390-423-5 83.0 82.0 76.0 77.0
    390-433-8 52.0 66.0 61.0 53.0
    390-452-0 85.0 94.0 94.0 91.0
    390-485-7 89.0 78.0 80.0 87.0
    390-648-6 92.0 87.0 89.0 97.0
    390-699-6 74.0 75.0 47.0 64.0
    391-260-8 96.0 82.0 91.0 96.0
    391-273-8 69.0 74.0 81.0 74.0
    391-315-1 87.0 89.0 70.0 82.0
    391-373-1 100.0 94.0 86.0 93.0
    391-383-6 93.0 90.0 95.0 80.0
    391-500-8 78.0 89.0 81.0 88.0
    391-642-7 74.0 81.0 83.0 86.0
    391-865-0 88.0 71.0 84.0 81.0
    391-926-7 94.0 90.0 97.0 97.0
    391-928-5 83.0 71.0 62.0 87.0
    392-248-7 72.0 70.0 88.0 77.0
    392-302-1 83.0 76.0 81.0 80.0
    392-363-7 89.0 72.0 77.0 73.0
    392-475-2 100.0 96.0 90.0 99.0
    392-539-3 95.0 96.0 91.0 85.0
    392-709-8 72.0 49.0 60.0 51.0
    392-798-4 82.0 61.0 70.0 61.0
    392-834-1 82.0 71.0 64.0 70.0
    393-181-6 76.0 69.0 58.0 70.0
    393-254-4 90.0 76.0 91.0 71.0
    393-287-6 84.0 85.0 66.0 74.0
    393-332-3 96.0 88.0 94.0 93.0
    393-411-8 80.0 74.0 75.0 82.0
    393-440-4 86.0 85.0 85.0 82.0
    393-552-0 100.0 96.0 87.0 94.0
    393-792-5 78.0 60.0 87.0 70.0
    py the formula in cell F17 into the range F18:F52.

  31. Amy says:

    You rock! Thanks so much for this weighted average calcuation/formulas. They are dead on.

  32. R.Williams says:

    Hi, I am not sure if this falls under weighted average or how to figure this..
    I have different payment terms for different vendors and am trying to figure out how to figure my average payment terms on a montly basis.
    25 days = 5% of spend
    30 days = 60% of spend
    45 days = 20% of spend
    60 days = 15% of spend.
    Can you advise? Thanks!!

  33. Danielle says:

    I have to compute weighted average for students exam scores. Let's say there are 5 exams.
    But some of the students have only 3 or 4 exam scores... How can I do that?

  34. Hi,

    I was looking for a payroll dashboard.

    Do you have one?

  35. Khalid says:

    useful, but please change the $330k to $303k in the text

    best

  36. Great article! Very helpful example of weighted averages. Now to apply this to my ranking formula...

  37. Manu says:

    Hi, i have a typical problem where i have around 15 transactions which have different AHT's for each of the transaction. I would like to know what will be the weighted average of all these AHT & Transactions, can u pls help me out

    Transaction Type AHT Per Day Tran
    120 Sec Trans 120 3
    180 Sec Trans 180 87
    208 Sec Trans 208 2954
    240 Sec Trans 240 354
    293 Sec Trans 293 4
    300 Sec Trans 300 79
    120 Sec Trans 322 2464
    380 Sec Trans 380 19
    381 Sec Trans 381 229
    120 Sec Trans 396 182
    401 Sec Trans 401 655
    480 Sec Trans 480 49
    540 Sec Trans 540 33
    987 Sec Trans 987 251
    1080 Sec Trans 1080 47

    • Hui... says:

      @Manu

      Assuming your data is in Columns A1:D16
      try the following:

      Weighted Ave. AHT per Day
      =SUMPRODUCT(A2:A16,C2:C16)/SUM(A2:A16)

      Weighted Ave. Tran
      =SUMPRODUCT(A2:A16,D2:D16)/SUM(A2:A16)

      • Manu says:

        Thanks Mr. Huitson, however need one clarity as to what should be the values in cells D2 to D16 ?
        As in my earlier query, i have given the Transaction AHT in Column 'B' and daily average volume in Column 'C'


        Please help

  38. Himanshu says:

    COLOR DIFF :
     
    CLARITY DIFF:
    CUT DIFF:
     
    POLISH DIFF:
    SYM DIFF:

    53.14%
    SAME
    65.22%
    SAME
    84.06%
    SAME
    48.79%
    SAME
    66.18%
    SAME

    24.64%
    1 BETTER
    28.02%
    1 BETTER
    7.25%
    1 BETTER
    48.79%
    1 BETTER
    26.57%
    1 BETTER

    15.94%
    1 WEAK
    5.80%
    1 WAEK
    8.70%
    1 WEAK
    2.42%
    1 WEAK
    7.25%
    1 WEAK

    4.83%
    2 BETTER
    0.48%
    2 BETTER
     
     
     
     
     
     

    1.45%
    2 WEAK
    0.48%
    2 WEAK
    hie how can i get overall average formula ols reply me as soon as possible
     
     
     
     
     

    • Hui... says:

      @Himanshu

      Can you please post the file as this is difficult to understand

      • Manu says:

        below is the snapshot as am unable to upload the excel
        AHT is the time consumed for each of the transaction and the next figure is the daily count of transactions

        (120 seconds, 3 transactions per day
        180 seconds, 87 transactions per day    
        208 seconds, 2954 transactions per day)

        AHT Per_Day_Tran
        120 3
        180 87
        208 2954
        240 354
        293 4
        300 79
        322 2464
        380 19
        381 229
        396 182
        401 655
        480 49
        540 33
        987 251
        1080 47  

          

  39. Mahesh says:

    HI Chandoo,

    I am wondering if I can use any function in excel to help me make a better purchase decision.....

    for example, if I am looking for a product (say, a laptop computer) and I go on a shopping website and I find out following information.
    1. Model number
    2. number of reviews
    3. actual review rating (out of 10)

    Now, there may a case when one person rated product A 10 our of 10 Vs 100 people rated another product B 9 out of 10. Obviously, I am safer with going for Product B, but how can excel be of help? 

    To make it more complex, if there were attributes of user ratings(like ease of use, durable, design etc), how to see this complex picture as top ranking of 1 , 2 and 3?

    Just was wondering.....................

    thanks in advance.............. 

    • Hui... says:

      @Mahesh

      Typically you will setup a number of criteria and then rank each criteria from say 1 to 10

      Add up the criteria

      and then examine the results

      You may want to give some criteria differing importance and this can be done by giving such criteria a score of between 1 and 20 etc

      You need to be careful about weighting scores on the number of responses

       

  40. ouz says:

    hello. i would like to know how can i use weighted average for statistical data analysis. i`ve collected data by using a likert scale type. number from 0 to 5

  41. ouz says:

    1
    2
    3
    4
    5

    3
    1
    0
    10
    7

    0
    0
    9
    7
    0

    2
    0
    8
    5
    2

    0
    0
    0
    11
    9

    0
    4
    4
    8
    5

    • Hui... says:

      @Ouz

      Can you maybe post a sample file with some field headers

      I assume the 1st 1-5 are the question No's

      But why are there values > 5?

       

      I thought you would layout the data as:

       

      1 3 0 2 0 0
      2 1 0 0 0 4
      3 0 9 8 0 4
      4 10 7 5 11 8
      5 7 0 2 9 5

      Also what is the weighting factor in your data ?

  42. Victoria says:

    Thank you so much for this. It was extremely helpful and just what I needed today to calculate the weighted average of some data.

  43. Jeff says:

    I am trying to create a weighted average for a series of tests with some testing readministered on a second date. Not all tests are administered on each testing. The workaround I have been using is to use a second matrix with an if function, but I am curious if there is a more elegant solution. Sample data is below:

    Weight    Test 1      Test 2
    10           90             105
    25                            85
    20          100            100
    avg          95             96.7
    weighted   96.7          94

    Using the SUMPRODUCT/SUM described without the matrix incorrectly yields a weighted average of 52.7 since the second test counts as a zero. Is there an easy way to get Excel to ignore particular cells if they are left blank (i.e. test was not administered rather than score was 0) while using the weighted average function described here? Thanks for your help.

  44. 4th grade teacher says:

    I am working on a spreadsheet that I input scores from a test.  Some questions are 1 point and others are .5 points.  My problem is that when I go to average these cells the percentage is off.  I get 68.2% when the scores needs to be 81.25%.  So the test is out of 8 points total and there is 6 problems that are 1 point and 6 problems worth 0.5 points.  How do I get it to give me a correct average?
    Sincerely,
    Desperate Teacher 

  45. Fred says:

    OK, so I have to come up with an average. I have 35 surveys with a 92% satisfaction and 9 with a 100% satisfaction. How do I write a formula to show me the average of all 44 surveys?

  46. Frustrated Analyst!! says:

    Hello - I am trying to find the average number of days it takes to complete a task. An example of my data is:
    Column one=
    0 days
    1
    2
    3
    4
    Column 2 =
    23
    9
    55
    1088
    1030
     
    So I need the zero to be counted to represent the tasks that were done on the same day they were started... I cannot figure it out!! Please help!

    • Hui... says:

      Frustrated Analyst!!
      Isn't it simply
      =(23+9+55+1088+1030)/5
      =441 things per day
      So it really depends on the speed at what your doing things
       
      If you have to make 2205 things
      it will take 2 days at 1088 per day
      but several weeks at 9 per day
       

  47. Head Scratcher says:

    Hi--I think my problem could be solved by a combination of lookup and sumproduct but I cannot figure it out.  I have a group of different omelettes and a few of those omelettes roll up to a more general group (i.e., NY, PA, and NC Omelettes roll into East Coast).  I need to do a weighted average of NY/PA/NC Omelettes for East Coast.  I need the formula to first look into the Level column.  If 1, find the price in the data sheet.  If 2, go to column A and find OMEL in this case, find all the rows that have OMEL (however many rows) in the Code column, and do a sumproduct with the Category Mix % and Avg Price for those rows and put the weighted average in the cell.  Thanks so much!

     
    A
    B
    C
    D
    E
    F

    1
    Item #
    Omelettes
    Level
    Code
    Category Mix
    Avg Price

    2
    256
    Colorado Omelette
    1
     
    25.0%
    $6.80

    3
    378
    LA Omelette
    1
     
    15.0%
    $6.20

    4
    OMEL
    East Coast Omelettes
    2
     
    30.0%
    $X.XX

    5
    123
       NY Omelette
    1
    OMEL
    60.0%
    $4.50

    6
    124 
       PA Omelette
    1
    OMEL
    15.0%
    $6.70

    7
    125
       NC Omelette
    1
    OMEL
    25.0%
    $3.90

    8
    657
    Texas Omelette
    1
     
    10.0%
    $8.60

    9
    864
    Arizona Omelette
    1
     
    5.0%
    $7.30

    10
    395
    Ohio Omelette
    1
     
    15.0%
    $5.50

    • Head Scratcher says:

      Hope this table is more understandable:
      Item #   Omelettes           Level   Code   Category Mix  Avg Price
      256        CO Omel              1                    25%             $6.80
      378        LA Omel               1                    15%             $6.20
      OMEL      East Coast Omel    2                    30%             $X.XX
      123           NY Omel             1       OMEL      60%            $4.50
      124           PA Omel             1       OMEL      15%            $6.70
      125           NC Omel             1       OMEL      25%            $3.90
      657       TX Omel                 1                     10%            $8.60
      864       AZ Omel                 1                     5%              $7.30
      395       OH Omel                1                      15%            $5.50

  48. Not Your Average Analyst says:

    Hello - I am trying to figure out how to  create an average line on a graph. When I try to create it, the line always ends at the correct average but begins at zero. How do I make an automated average line that is completely vertical | ?
     
    Thank you!

  49. Happy Healer says:

    HUI: Hello, I use wtd grades for student grading. I was wonndering if there is a way to determine a students grade at a certain date along the program. For example, say Alex is mid way through the course and at this point, 60% of the total points for the course could be achieved. Using the template I have created, it gives me a skewed result for grades up until the final score is entered at the end of the course. For example, if Alex has recieved 90% on test A, 87% on test B, 94% on test C, but test D and E have yet to be administered. The 5 tests are worth a total of 100% of the overall grade, but since 2 tests have no scores available, the weighted grade percent will not reflect his actual grade at this moment. How do I use excel to calculate that? Thanks!

    • Hui... says:

      @Happy Healer
      As you aren't weighting the individual tests,
      Wouldn't it simply be the average of his scores to date?
      =Average(90, 87, 94)
      =90.33

      ps: Sorry for the delay, I was traveling in April and obviously missed the post

  50. Saw-Fro says:

    Hi all,

    Quick question.

    What if some of the values are negative values, does the formula still work?

    Thanks,

    SF

    • Hui... says:

      @Saw-Fro

      Yes, Negatives don't affect the answer except that they reduce the average

      100 0.1
      200 0.2
      300 0.3
      400 0.2
      500 0.2
      Ave (weighted) 320

      100 0.1
      200 0.2
      -300 0.3
      400 0.2
      500 0.2
      Ave (weighted) 140

  51. Saw-Fro says:

    thanks for your prompt reply - I figured out what was wrong about it. The negative values were not negative initially - I made them using a custom number formula hence why I thought the formula was not working. After making each value negative manually it worked.

    Thanks!!

  52. Paycheck Easy says:

    It's really a great and helpful piece of info. I am satisfied that you shared this helpful info with us. Please stay us up to date like this. Thanks for sharing.

  53. NM says:

    SEPT '12 SEPT '13
    A 102 85
    B 970 1,004
    C 380 307
    D 33 27
    Grand Total 1,452 1,396

    Hello,
    can you help me calculate the weighted average between these two time period

  54. NM says:

    2013 2012 Delta Weighted Change
    Site A 1003 966 +3.8% 2.6%
    Site B 307 380 -19.2% -5.0%
    Site C 85 102 -16.7% 1.2%
    Total 1,395 1,448 -3.7% -3.7%

    Here is an example: with the weighted change previously calculated. Now I am trying to determine how to calculate the weighted change with these new figures below. My guess is Sept 13 should be the weighted field..

    SEPT ’12 SEPT ’13
    A 102 85
    B 970 1,004
    C 380 307
    D 33 27
    Total 1,452 1,396

    • Hui... says:

      @NM

      I understand the Delta
      But have no idea how Weighted was calculated

      Typically when doing weighted averages, you have a second or more fields which are the weighting fields

  55. bageshri says:

    Hi,

    I intend to design a excel based rating system . How do i dervie a rating based on a) Target % b) Goal weightage.
    Note- rating 1 ( best) , rating 5 (worst)
    Goal weightage on scale of 1 to 5.

  56. Sameerah Drinkard says:

    Weighted grade
    48.07/70
    68.94 what grade is that?

  57. J Scott says:

    Chandoo,

    Once again you have guided me along the path of correctness. Thanks for the help!

  58. Tarun says:

    Hi Chandoo, in your example you have average salary of a department and you are trying to calculate average salary of an employee. for that you need to know "actual total salary" of each department and then use that in the weighted average formula, you have used avg. salary of the department instead. isn't this wrong ?

  59. JB says:

    Very cool site.

    Need help calculating weighted average yield on assets.

    I have a spreadsheet with over 200,000 rows with assets totaling over $2.5 billion. Each row has about 120 columns with different stats for each loan. One of the columns is "asset amount" ($) and the other is "yield" (%).

    I am using SUMIFS to filter the assets based on certain criteria (about 20 unique items), which generates a total dollar amount of assets out of the $2.5 billion that are in the entire spreadsheet.

    I need to calculate the weighted average yield only on the filtered assets (which total well below the $2.5 billion). How can I create the weights for the resulting assets since the denominator changes every time I change the filters?

    Thanks.

  60. Claudia says:

    Thanks for this, i found it very useful.

    I'm having problems finding a weighted average when dealing with time spent in a task, because each entry has its own time...
    I don't know if I'm being clear on this, english is not my mother language, sorry.

    For exemple:
    I have 500 tasks, divided in 5 categories. But the time spent is always diferent (5m, 4m59, 5m05, 4m48, etc.), so I'm not able to group them in quantities for each category.

    Can anyone help me?

  61. Osama Masood Khan says:

    Hello Chandoo,

    I have company attendance data of employees in the following form which extract it from MS SharePoint 2010. I need to know that extract data is in the form of decimal value for e.g. clock in time is like 9.34 so do I consider it 9:31 AM, if not how to convert it in a time value.

    Name Clock In Clock Out Status Time Spent
    XYZ 9.16 20.30 Present 11.14

    I need to calculate team attendance averages but some employees come late or even late which I think disturbs my average.

  62. Kian says:

    I have 60k+ of Sumproduct and it really slow in my recalculation. I read from your website too, 75-excel-speeding-up-tips. That I need to change my formula from Sumproduct to Sumif.

    Do you mind show some light? Having trouble to find in the criteria.

  63. Charmaine says:

    How would you calculate the WEIGHTED MEDIAN of a data set that is presented as values and frequencies. The values are 1 to 5 of a likert scale.

  64. Kevin says:

    How would I use this formula in a whole column, while keeping the same row of numbers for the sum? Here's an example:

    =SUMPRODUCT(AC3:AO3, AC1:AO1)/SUM(AC1:AO1)

    So I'd want to use this formula for different data in each row I have, but keep the weighted data "AC1:AO1" the same for each row. So the next row would have the formula:

    =SUMPRODUCT(AC4:AO4, AC1:AO1)/SUM(AC1:AO1)

    and so on. When I click and drag the formula to apply it to the whole column, I instead get this for the next row:

    =SUMPRODUCT(AC4:AO4, AC2:AO2)/SUM(AC2:AO2)

    Is there a way to keep the AC1:AO1 part of the formula the same.

    Thank you so much for looking into this!

  65. […] Weighted Average in Excel – Formulas to Calculate Weighted … – Learn how to calculate weighted averages in excel using formulas. In this article we will learn what a weighted average is and how to Excel’s SUMPRODUCT formula […]

  66. sb says:

    Looking for a running total in Excel with weights.

    Assigned and Completed [weight*score]: .4*100 + .2*80 + .1*90
    Not Assigned Yet [weight]: .3

    How to get Excel to ignore Not Assigned Yet ?

  67. Aveek Bose says:

    I have a question. I am trying to calculate in a weighted average method where the value for corresponding weights is both in figure and percentage. How do i calculate the same if I do not have the total value from which i can convert the percentage into integers.

  68. Malyne says:

    I have Scores, Weight, Goal in my excel but I was wondering how to get the actual percentage. Can someone help me?

    • Hui... says:

      @Malyne

      When you talk Percentage are you refering to percentage of the start weight, target weight or Percentage of the weight to be lost?

      Can you post your question at the Chandoo.org Forums?
      http://forum.chandoo.org/

      Please attach a sample file to receive a more targeted response

  69. Sherrie says:

    Hello,

    I have multiple tasks that I am measuring. I have the # of tasks that can be completed in 1 hour. I want to weight the tasks so that all are measured fairly.

    Currently employees working the fast/easier tasks can process more per hour than those working slow/easier tasks and are achieving a higher tasks/hour rating.

    How do I determined be the weights?

    How do I apply the weights to the actual tasks each employee completes?

  70. KVM says:

    I am trying to calculate the variance between budget to actual for various departments so I can get a per unit. I was trying to use weighted average. At the end, I need to end up with a variance per unit$. How do I do it? here's the sample data:
    Division Actual $ Actual Units Budget $ Budget Units
    Division Actual $ Actual Units Budget $ Budget Units
    1 $319,652 52,880 $294,416 57,124
    2 $2,207,091 166,255 $2,267,253 173,708
    3 $944,691 16,827 $881,216 17,321
    $73,388 2,115 $87,738 2,512
    $3,544,823 238,078 $3,530,623 250,665

    Total variance per unit FOR ALL DIVISIONS

  71. Tacticlight 360 Review says:

    It's going to be end of mine day, but before finish I am reading this
    enormous article to increase my experience.

  72. Carlos says:

    I use sumproduct to analyze training evaluations. Participants submit their evaluation of training content, process, and trainer(s) via Qualtrics. The downloaded CSV file needs a lot of manipulation to get question averages, overall average for the training, and overall average for the trainer. Sumproducts makes the calculation SO MUCH EASIER!

  73. Al says:

    Thank you for sharing the formula for "Weighted Average with Extra Conditions."
    Please give examples of the following:
    1. Weighted Average with 2 Conditions from the same column
    2. Weighted Average with 2 Conditions from different columns

    Thank you for sharing your expertise.

  74. Wasim Mahmud says:

    This is a great explanation of weighted averages in Excel! The step-by-step breakdown makes it easy to follow, and the formula examples are helpful. I appreciate the practical approach—a time-saver for complex calculations. Thanks for sharing this valuable insight!

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