Sorting portfolios based on criterias

こ雲淡風輕ζ 提交于 2020-01-06 18:38:41

问题


My current table looks like this

Company-----year----size-----Exchange

A-----------2000-----80-------A

A-----------2001-----85-------A

B-----------2002------90------C

I want to allocate the companies into two categories "Big" and "Small".

For a particular year, if the companies size is bigger than the median of the size of the companies in that year in Exchange A, will be called "BIG". something like this,

=if([size]>MEDIANX(filter(filter(tbl1,[Year]=A),[Year]),[size]),"Big","Small")

I know the way I used the filters are wrong. I do not know how to do this. Please help me.


回答1:


Your question isn't particularly well worded as it's left me wondering if I've made correct assumptions when answering but essentially I think you need something like an array formula with Median.

=IF(C2>MEDIAN(IF($D$2:$D$5="A",IF($B$2:$B$5=B2,$C$2:$C$5))),"Big","Small")

This should give you "Big" if for that year the companies size is bigger than the median of the size of the companies in that year in Exchange A.




回答2:


I assume you ask for a PowerPivot solution, since your question is tagged as such.

The DAX (a.k.a. Power Pivot) formula MEDIAN() is only available in the preview edition of Excel 2016 (see here: https://msdn.microsoft.com/en-us/library/dn802551.aspx).

However, you can simply build your own median logic using RANKX()

First, add a new column called [RankInExchangeA]:

=If([Exchange]="A",RANKX(FILTER(Table1,[Exchange]="A" && EARLIER([year])=[year]),[size]),Blank())

The EARLIER() function basically means ThisRowsValue().

Now add your desired Big/Small column:

=If([Exchange]="A",If([RankInExchangeA]<=CALCULATE(max([RankInExchangeA]),filter(Table1,EARLIER([year])=[year]))/2,"Small","Big"),"Other Exchange")

EDIT: Added the year condition to the formulas.

EDIT 2: As mentioned in the comments, the following formula would work using MEDIANX():

=IF([size]>MEDIANX(FILTER(Table,[Exchange]="A"&&EARLIER([date])=[date]),[size]),‌​"Big","Small")


来源:https://stackoverflow.com/questions/38246651/sorting-portfolios-based-on-criterias

易学教程内所有资源均来自网络或用户发布的内容,如有违反法律规定的内容欢迎反馈
该文章没有解决你所遇到的问题?点击提问,说说你的问题,让更多的人一起探讨吧!