excelexcel-formulaexcel-365

Scoring values including NA() - Excel 365


Let's say I have the following array of numbers:

$222.71 
$370.00 
$224.93 
#N/A
$230.00 
$175.00 
$160.00 
$248.00 
$150.00 

I would like to score/rate the numbers above using some arbitrary criteria. For example, if the value is within 15% of the minimum, it gets a score of 3; if it is within 50% of the minimum, it gets a score of 2; if it is above 50% of the minimum or NA(), it gets a score of 1.

I would like the formula to be flexible and easy to maintain, as there might be many more relative value-based conditions.

=LET(
    values, A1:A9,
    minValue, MIN(FILTER(values,ISNUMBER(values))),
    rank, IF(ISNUMBER(values), IF(values <= minValue * 1.15, 3, IF(values <= minValue * 1.5, 2, 1)), 1),
    rank)

The above works but it's messy to read and maintain.

Using SWITCH makes it more readable and easier to maintain but it looks to long:

=LET(
    values, A1:A9,
    minValue, MIN(FILTER(values,ISNUMBER(values))),
    rank, IFERROR(
        SWITCH(TRUE(),
        values <= minValue * 1.15, 3,
        values <= minValue * 1.5, 2,
        1),
    1),
    rank
)

Are the better, more elegant ways of doing it?


Solution

  • First Tip: take a look at the AGGREGATE function (and the related SUBTOTAL function): you can change minValue to be AGGREGATE(5, 6, values) instead of MIN(FILTER(values,ISNUMBER(values)))

    Next tip is to use XLOOKUP, and build a lookup columns, by multiplying minValue by an array of your bounds. (Note that an Array separates Rows with ;, and Columns with ,)

    Based on your data (a minValue of 150), this gives lookup columns of:

    minValue*{1.5; 1.15} {2; 3}
    225 2
    172.5 3

    Doing an Approximate XLOOKUP on this, looking for the Next Largest Item (to get our <= results), and returning 1 when no match is found (i.e. >minvalue*1.5) can be done like this: (the second , 1 is what determines <= rather than the default of =)

    XLOOKUP(values, minValue*{1.5; 1.15), {2; 3}, 1, 1)
    

    This gives you a final function that looks like this, and can be easily expanded for however many "buckets" you want to include:

    =LET(values, A1:A9,
        minValue, AGGREGATE(5, 6, values),
        IFERROR(
            XLOOKUP(values,
                minValue*{1.5; 1.15},
                {2;3},
                1,
                1),
            1
        )
    )
    

    Then, if you wanted to change from 1.5 and 1.15 to 1.75, 1.5 and 1.25 (and make the top result 4 instead of 3) then you would just have to extend the two Lookup arrays in the XLOOKUP

    minValue*{1.75; 1.5; 1.25},
    {2; 3; 4}
    

    Much simpler than adding entire new conditions to a SWITCH!