Hello,
Apologies in advance for the length of this post, but it requires background information. I am trying to do something in Zoho Reports that I have no problems with in Excel (or Access).
Background:
We make tooling used in sheet metal fabrication. Our part numbers are either fixed or variable. The variable part numbers have always caused headaches for sales analysis. Here are a couple of examples of variable part numbers:
- PAAA0A025
- PAAB2A0250X1000
- The fifth character always indicates the shape, with “0” always meaning Round; any other number represents a shape, so the 2 in the second number indicates a Rectangle.
- The sixth character is usually an “A” but it can change to any other letter and is used by our manufacturing department.
- Everything after the sixth character is the dimensional information of the tool, which we really don’t care about in sales analysis
- Each part number is also assigned a tooling type:
- Fixed Part Numbers are FIXED PN, BLANKS, or OTHER OPTIC
- Variable Part Numbers are either PDS, SA or SS
Here is an example of a data extract from our system:
Year
PN
SumOfQTY
TSTYLE
TTYPE
2016 A0BKTLA
175
TTT
FIXED PN
2016
A0DE00VB
1
TTT
FIXED PN
2016
A0KB00BA
2
ULTRA FIXED PN
2016 D0AA0C0297
1
TTT
PDS
2016
D0AA3A0320
1
TTT
PDS
2016
D0AA1E0040X0675
1
TTT
PDS
2016 D0AA2BD03
2
TTT
SS
2016 D0AA1BE01
2
TTT
SS
2016 D0AA3BE07
2
TTT
SS
2016
PAAB0A0272
1
TTT
PDS
2016
PAAB1F0250X0750 1
TTT
PDS
2016
MLN00014
1
TTT
OTHER OPTIC
2016
MLL00003
2
TTT
OTHER OPTIC
2016
PAAB0A1234B 8
TTT
BLANK
2016
PAAB0A0385B 3
TTT
BLANK
What I want to do:
When we look at variable part number sales, we want to look at the round or all shapes "families" (e.g., all D0AA0A round dies, or all PAAB_A shaped punches) and do not care about specific shapes or any dimensions.What I do is add a column called “PN Abbr” to Excel with a formula that:
- Trims the Variable Part Number to 6 characters
- If the Variable Part Number is for a round (i.e., 0 in space 5), then it replaces the “0” and sixth character with “0A” for consistency
- Example: D0AA0C0297 becomes D0AA0A so we can tabulate all of the D0AA0As
- If the Variable Part Number is for a shape (i.e., anything but “0” in space 5), then it replaces the fifth and sixth character with “_A” for consistency
- PAAB1F0250X0750 becomes PAAB_A so we can tabulate all of the PAAB shapes
- Leaves any Fixed Part Number alone
The Excel formula I used to get my desired result is:
=IF(OR(G2="FIXED PN",G2="SA",G2=”SS”),B2,LEFT(IF(MID($B2,5,1)<>"0",REPLACE($B2,5,2,"_A"), REPLACE($B2,5,2,"0A")),6))
(The first row below represents the Excel columns)
A
B
C
D
E
F
G
Year
PN
PN Abbr SumOfQTY
Sales TSTYLE
TTYPE
2016
A0BKTLA
A0BKTLA
175
1750
TTT
FIXED PN
2016
A0DE00VB A0DE00VB
1
100
TTT
FIXED PN
2016
A0KB00BA
A0KB00BA
2
200
ULTRA FIXED PN
2016
D0AA0C0297
D0AA0A
1
100
TTT
PDS
2016
D0AA3A0320
D0AA_A
1
100
TTT
PDS
How would I accomplish this with a calculated column in Zoho reports?
Any help is appreciated!
Regards,
John Galich