@luquimbo/bi-superpowers 1.0.0

package/library/snippets/excel-formulas/aggregations.md

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+# Aggregation Functions
+
+## Overview
+Excel patterns for conditional aggregation using SUMIFS, COUNTIFS, AVERAGEIFS, and related functions.
+
+---
+
+## SUMIFS - Conditional Sum
+
+### Basic Single Condition
+```excel
+=SUMIFS(sum_range, criteria_range, criteria)
+
+// Sum sales for North region
+=SUMIFS(tbl_Sales[Amount], tbl_Sales[Region], "North")
+
+// Sum where value > 1000
+=SUMIFS(tbl_Sales[Amount], tbl_Sales[Amount], ">1000")
+```
+
+### Multiple Conditions (AND logic)
+```excel
+// Sum sales for North region in 2024
+=SUMIFS(
+    tbl_Sales[Amount],
+    tbl_Sales[Region], "North",
+    tbl_Sales[Year], 2024
+)
+
+// Sum sales for North region, Product A, Q1
+=SUMIFS(
+    tbl_Sales[Amount],
+    tbl_Sales[Region], "North",
+    tbl_Sales[Product], "Product A",
+    tbl_Sales[Quarter], 1
+)
+```
+
+### With Operators
+```excel
+// Sum sales greater than 1000
+=SUMIFS(tbl_Sales[Amount], tbl_Sales[Amount], ">1000")
+
+// Sum sales between dates
+=SUMIFS(
+    tbl_Sales[Amount],
+    tbl_Sales[Date], ">="&DATE(2024,1,1),
+    tbl_Sales[Date], "<="&DATE(2024,12,31)
+)
+
+// Sum sales not equal to zero
+=SUMIFS(tbl_Sales[Amount], tbl_Sales[Amount], "<>0")
+```
+
+### With Cell References
+```excel
+// Dynamic criteria from cells
+=SUMIFS(tbl_Sales[Amount], tbl_Sales[Region], A1)
+
+// With operator from cell
+=SUMIFS(tbl_Sales[Amount], tbl_Sales[Amount], ">"&B1)
+
+// Between two cell values
+=SUMIFS(
+    tbl_Sales[Amount],
+    tbl_Sales[Date], ">="&StartDate,
+    tbl_Sales[Date], "<="&EndDate
+)
+```
+
+### Wildcards
+```excel
+// Contains "phone"
+=SUMIFS(tbl_Sales[Amount], tbl_Sales[Product], "*phone*")
+
+// Starts with "A"
+=SUMIFS(tbl_Sales[Amount], tbl_Sales[Product], "A*")
+
+// Single character wildcard
+=SUMIFS(tbl_Sales[Amount], tbl_Sales[Code], "A?B")
+
+// Literal asterisk (escape with ~)
+=SUMIFS(tbl_Sales[Amount], tbl_Sales[Code], "~*Special")
+```
+
+---
+
+## COUNTIFS - Conditional Count
+
+### Basic Patterns
+```excel
+// Count rows for North region
+=COUNTIFS(tbl_Sales[Region], "North")
+
+// Count with multiple conditions
+=COUNTIFS(
+    tbl_Sales[Region], "North",
+    tbl_Sales[Status], "Complete"
+)
+
+// Count non-blank cells
+=COUNTIFS(tbl_Sales[Amount], "<>")
+
+// Count blank cells
+=COUNTIFS(tbl_Sales[Amount], "")
+```
+
+### Count Unique with SUMPRODUCT
+```excel
+// Count unique values (pre-365)
+=SUMPRODUCT(1/COUNTIFS(tbl_Sales[CustomerID], tbl_Sales[CustomerID]))
+
+// Count unique with condition
+=SUMPRODUCT(
+    (tbl_Sales[Region]="North")/
+    COUNTIFS(tbl_Sales[CustomerID], tbl_Sales[CustomerID], tbl_Sales[Region], "North")
+)
+```
+
+### Count Unique with UNIQUE (365)
+```excel
+=ROWS(UNIQUE(tbl_Sales[CustomerID]))
+
+// With condition
+=ROWS(UNIQUE(FILTER(tbl_Sales[CustomerID], tbl_Sales[Region]="North")))
+```
+
+---
+
+## AVERAGEIFS - Conditional Average
+
+### Basic Patterns
+```excel
+// Average for North region
+=AVERAGEIFS(tbl_Sales[Amount], tbl_Sales[Region], "North")
+
+// Average with multiple conditions
+=AVERAGEIFS(
+    tbl_Sales[Amount],
+    tbl_Sales[Region], "North",
+    tbl_Sales[Year], 2024
+)
+
+// Average excluding zeros
+=AVERAGEIFS(tbl_Sales[Amount], tbl_Sales[Amount], "<>0")
+```
+
+### Weighted Average
+```excel
+// Weighted average (price weighted by quantity)
+=SUMPRODUCT(tbl_Sales[Price], tbl_Sales[Quantity]) / SUM(tbl_Sales[Quantity])
+
+// Weighted average with condition
+=SUMPRODUCT(
+    (tbl_Sales[Region]="North") * tbl_Sales[Price] * tbl_Sales[Quantity]
+) / SUMIFS(tbl_Sales[Quantity], tbl_Sales[Region], "North")
+```
+
+---
+
+## MAXIFS / MINIFS - Conditional Max/Min
+
+### Basic Patterns
+```excel
+// Max sale for North region
+=MAXIFS(tbl_Sales[Amount], tbl_Sales[Region], "North")
+
+// Min price for active products
+=MINIFS(tbl_Products[Price], tbl_Products[Status], "Active")
+
+// Max with multiple conditions
+=MAXIFS(
+    tbl_Sales[Amount],
+    tbl_Sales[Region], "North",
+    tbl_Sales[Year], 2024
+)
+```
+
+### Nth Largest/Smallest with Conditions
+```excel
+// 2nd largest sale in North (using LARGE + IF as array)
+=LARGE(IF(tbl_Sales[Region]="North", tbl_Sales[Amount]), 2)
+
+// With FILTER (365)
+=LARGE(FILTER(tbl_Sales[Amount], tbl_Sales[Region]="North"), 2)
+```
+
+---
+
+## SUMPRODUCT - Flexible Aggregation
+
+### As Conditional Sum
+```excel
+// Equivalent to SUMIFS
+=SUMPRODUCT((tbl_Sales[Region]="North") * tbl_Sales[Amount])
+
+// Multiple conditions
+=SUMPRODUCT(
+    (tbl_Sales[Region]="North") *
+    (tbl_Sales[Year]=2024) *
+    tbl_Sales[Amount]
+)
+```
+
+### OR Conditions (not possible with SUMIFS)
+```excel
+// Sum where Region is North OR South
+=SUMPRODUCT(
+    ((tbl_Sales[Region]="North") + (tbl_Sales[Region]="South")) *
+    tbl_Sales[Amount]
+)
+```
+
+### Array Comparisons
+```excel
+// Sum where product is in a list
+=SUMPRODUCT(
+    SUMIFS(tbl_Sales[Amount], tbl_Sales[Product], {"A","B","C"})
+)
+
+// Or using SUMPRODUCT with ISNUMBER/MATCH
+=SUMPRODUCT(
+    ISNUMBER(MATCH(tbl_Sales[Product], {"A","B","C"}, 0)) *
+    tbl_Sales[Amount]
+)
+```
+
+---
+
+## Running Totals and Cumulative
+
+### Running Total (Table Column)
+```excel
+// In a table column (structured reference for current row)
+=SUMIFS(
+    tbl_Sales[Amount],
+    tbl_Sales[Date], "<="&[@Date]
+)
+
+// Running total by group
+=SUMIFS(
+    tbl_Sales[Amount],
+    tbl_Sales[Region], [@Region],
+    tbl_Sales[Date], "<="&[@Date]
+)
+```
+
+### Running Count
+```excel
+=COUNTIFS(tbl_Sales[Date], "<="&[@Date])
+```
+
+### Running Average
+```excel
+=AVERAGEIFS(
+    tbl_Sales[Amount],
+    tbl_Sales[Date], "<="&[@Date]
+)
+```
+
+---
+
+## Cross-Table Aggregation
+
+### SUMIFS Across Tables
+```excel
+// Sum from Orders where CustomerID matches Customers table
+=SUMIFS(
+    tbl_Orders[Amount],
+    tbl_Orders[CustomerID], tbl_Customers[@CustomerID]
+)
+
+// With additional condition
+=SUMIFS(
+    tbl_Orders[Amount],
+    tbl_Orders[CustomerID], tbl_Customers[@CustomerID],
+    tbl_Orders[Status], "Complete"
+)
+```
+
+---
+
+## Handling Errors and Edge Cases
+
+### Empty Results
+```excel
+// Return 0 instead of error when no matches
+=IFERROR(AVERAGEIFS(tbl_Sales[Amount], tbl_Sales[Region], "Unknown"), 0)
+
+// Or check count first
+=IF(COUNTIFS(tbl_Sales[Region], "Unknown")=0, 0,
+    AVERAGEIFS(tbl_Sales[Amount], tbl_Sales[Region], "Unknown"))
+```
+
+### Text as Numbers
+```excel
+// Force text to number comparison
+=SUMPRODUCT((tbl_Sales[TextAmount]+0) * (tbl_Sales[Region]="North"))
+```
+
+---
+
+## Performance Tips
+
+1. **Use Table References** - Faster than entire column (A:A)
+2. **Order Conditions** - Put most restrictive condition first
+3. **Avoid Volatile Functions** - TODAY() in criteria recalculates constantly
+4. **Pre-calculate Dates** - Use cell reference instead of DATE() in formula
+5. **Consider SUMPRODUCT** - Sometimes faster for complex conditions
+
+---
+
+## Quick Reference
+
+| Function | Purpose | Returns |
+|----------|---------|---------|
+| SUMIFS | Conditional sum | Number |
+| COUNTIFS | Conditional count | Integer |
+| AVERAGEIFS | Conditional average | Number |
+| MAXIFS | Conditional maximum | Number |
+| MINIFS | Conditional minimum | Number |
+| SUMPRODUCT | Array multiplication sum | Number |
+
+---
+
+## Related Resources
+
+- [Dynamic Arrays](./dynamic-arrays.md)
+- [Lookups](./lookups.md)
+- [Excel Formulas Skill](../../skills/excel-formulas/SKILL.md)

package/library/snippets/excel-formulas/dates-and-times.md

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+# Dates and Times
+
+## Overview
+Excel patterns for date calculations, time operations, and working with date ranges.
+
+---
+
+## Date Construction
+
+### Create Dates
+```excel
+// From components
+=DATE(2024, 1, 15)    // January 15, 2024
+
+// From cell values
+=DATE(A1, B1, C1)     // Year, Month, Day in cells
+
+// Today's date
+=TODAY()              // Updates daily
+
+// Current date and time
+=NOW()                // Updates on recalculation
+```
+
+### Extract Components
+```excel
+=YEAR(A1)             // 2024
+=MONTH(A1)            // 1-12
+=DAY(A1)              // 1-31
+=WEEKDAY(A1)          // 1-7 (Sunday=1 by default)
+=WEEKDAY(A1, 2)       // 1-7 (Monday=1)
+=WEEKNUM(A1)          // Week number (US)
+=ISOWEEKNUM(A1)       // ISO week number
+=HOUR(A1)             // 0-23
+=MINUTE(A1)           // 0-59
+=SECOND(A1)           // 0-59
+```
+
+---
+
+## Date Arithmetic
+
+### Add/Subtract Days
+```excel
+// Add days
+=A1 + 7               // Add 7 days
+=A1 - 30              // Subtract 30 days
+
+// Days between dates
+=B1 - A1              // Simple difference
+=DAYS(B1, A1)         // Same result, clearer
+```
+
+### Add/Subtract Months
+```excel
+// Add months
+=EDATE(A1, 3)         // Add 3 months
+=EDATE(A1, -6)        // Subtract 6 months
+
+// Months between dates
+=DATEDIF(A1, B1, "M") // Complete months between
+```
+
+### Add/Subtract Years
+```excel
+// Add years
+=EDATE(A1, 12)        // Add 1 year (12 months)
+=DATE(YEAR(A1)+1, MONTH(A1), DAY(A1))  // Same date next year
+
+// Years between dates
+=DATEDIF(A1, B1, "Y") // Complete years between
+```
+
+---
+
+## Working Days
+
+### NETWORKDAYS
+```excel
+// Working days between dates (excludes weekends)
+=NETWORKDAYS(StartDate, EndDate)
+
+// With holidays
+=NETWORKDAYS(StartDate, EndDate, HolidayRange)
+
+// Example with holiday list
+=NETWORKDAYS(A1, B1, $D$1:$D$10)
+```
+
+### NETWORKDAYS.INTL - Custom Weekends
+```excel
+// Weekend string: 1=non-working, 0=working (Mon-Sun)
+=NETWORKDAYS.INTL(A1, B1, "0000011")     // Sat-Sun weekend (default)
+=NETWORKDAYS.INTL(A1, B1, "0000001")     // Sunday only weekend
+=NETWORKDAYS.INTL(A1, B1, "1000001")     // Mon+Sun weekend
+=NETWORKDAYS.INTL(A1, B1, "0000000")     // No weekend (7-day week)
+
+// Weekend number codes
+=NETWORKDAYS.INTL(A1, B1, 1)    // Sat-Sun (default)
+=NETWORKDAYS.INTL(A1, B1, 2)    // Sun-Mon
+=NETWORKDAYS.INTL(A1, B1, 11)   // Sunday only
+=NETWORKDAYS.INTL(A1, B1, 17)   // No weekend
+```
+
+### WORKDAY - Add Working Days
+```excel
+// Add working days
+=WORKDAY(StartDate, 10)              // Add 10 working days
+=WORKDAY(StartDate, -5)              // Subtract 5 working days
+=WORKDAY(StartDate, 10, HolidayRange)  // Excluding holidays
+
+// Custom weekend
+=WORKDAY.INTL(StartDate, 10, "0000011", HolidayRange)
+```
+
+---
+
+## Month/Year Boundaries
+
+### Start of Period
+```excel
+// First day of current month
+=EOMONTH(A1, -1) + 1
+
+// First day of current year
+=DATE(YEAR(A1), 1, 1)
+
+// First day of current quarter
+=DATE(YEAR(A1), CEILING(MONTH(A1), 3) - 2, 1)
+
+// First day of current week (Monday)
+=A1 - WEEKDAY(A1, 2) + 1
+```
+
+### End of Period
+```excel
+// Last day of current month
+=EOMONTH(A1, 0)
+
+// Last day of previous month
+=EOMONTH(A1, -1)
+
+// Last day of current year
+=DATE(YEAR(A1), 12, 31)
+
+// Last day of current quarter
+=EOMONTH(DATE(YEAR(A1), CEILING(MONTH(A1), 3), 1), 0)
+
+// Last day of current week (Sunday)
+=A1 - WEEKDAY(A1, 2) + 7
+```
+
+---
+
+## Quarter Calculations
+
+### Get Quarter
+```excel
+// Quarter number (1-4)
+=CEILING(MONTH(A1) / 3, 1)
+
+// Or using ROUNDUP
+=ROUNDUP(MONTH(A1) / 3, 0)
+
+// Quarter text
+="Q" & CEILING(MONTH(A1) / 3, 1)
+
+// Quarter and Year
+="Q" & CEILING(MONTH(A1) / 3, 1) & " " & YEAR(A1)
+```
+
+### Fiscal Quarter (Starting April)
+```excel
+// Fiscal quarter (April = Q1)
+=MOD(CEILING(MONTH(A1) / 3, 1) + 2, 4) + 1
+
+// Fiscal year (April start)
+=YEAR(A1) + IF(MONTH(A1) >= 4, 0, -1)
+```
+
+---
+
+## Age Calculations
+
+### DATEDIF Function
+```excel
+// Years between dates
+=DATEDIF(BirthDate, TODAY(), "Y")
+
+// Months between dates
+=DATEDIF(StartDate, EndDate, "M")
+
+// Days between dates
+=DATEDIF(StartDate, EndDate, "D")
+
+// Full age (years, months, days)
+=DATEDIF(A1, TODAY(), "Y") & " years, " &
+ DATEDIF(A1, TODAY(), "YM") & " months, " &
+ DATEDIF(A1, TODAY(), "MD") & " days"
+```
+
+### Age in Decimal Years
+```excel
+=YEARFRAC(BirthDate, TODAY())
+```
+
+### Tenure Calculations
+```excel
+// Employment tenure in years
+=DATEDIF(HireDate, TODAY(), "Y")
+
+// Tenure category
+=IFS(
+    DATEDIF(HireDate, TODAY(), "Y") < 1, "< 1 Year",
+    DATEDIF(HireDate, TODAY(), "Y") < 3, "1-3 Years",
+    DATEDIF(HireDate, TODAY(), "Y") < 5, "3-5 Years",
+    TRUE, "5+ Years"
+)
+```
+
+---
+
+## Time Calculations
+
+### Time Arithmetic
+```excel
+// Duration in hours
+=(EndTime - StartTime) * 24
+
+// Duration in minutes
+=(EndTime - StartTime) * 1440
+
+// Add hours to time
+=StartTime + TIME(2, 30, 0)    // Add 2 hours 30 minutes
+
+// Subtract times
+=EndTime - StartTime           // Returns time duration
+```
+
+### Crossing Midnight
+```excel
+// Handle times crossing midnight
+=IF(EndTime < StartTime,
+    (1 - StartTime + EndTime) * 24,
+    (EndTime - StartTime) * 24
+)
+```
+
+### Round Time
+```excel
+// Round to nearest 15 minutes
+=MROUND(A1, "0:15")
+
+// Round down to 15 minutes
+=FLOOR(A1, "0:15")
+
+// Round up to 15 minutes
+=CEILING(A1, "0:15")
+```
+
+---
+
+## Date Formatting (TEXT Function)
+
+### Common Formats
+```excel
+=TEXT(A1, "MM/DD/YYYY")       // 01/15/2024
+=TEXT(A1, "DD-MMM-YYYY")      // 15-Jan-2024
+=TEXT(A1, "MMMM D, YYYY")     // January 15, 2024
+=TEXT(A1, "YYYY-MM-DD")       // 2024-01-15 (ISO)
+=TEXT(A1, "DDDD")             // Monday
+=TEXT(A1, "DDD")              // Mon
+=TEXT(A1, "MMMM")             // January
+=TEXT(A1, "MMM")              // Jan
+=TEXT(A1, "Q")                // 1 (quarter)
+```
+
+### Time Formats
+```excel
+=TEXT(A1, "HH:MM:SS")         // 14:30:00 (24-hour)
+=TEXT(A1, "H:MM AM/PM")       // 2:30 PM
+=TEXT(A1, "HH:MM")            // 14:30
+```
+
+---
+
+## Date Validation
+
+### Is Valid Date
+```excel
+=ISNUMBER(A1)                 // Check if cell contains date
+
+// Check if text is valid date
+=ISNUMBER(DATEVALUE(A1))
+```
+
+### Is Weekday/Weekend
+```excel
+// Is weekday (Mon-Fri)
+=WEEKDAY(A1, 2) <= 5
+
+// Is weekend (Sat-Sun)
+=WEEKDAY(A1, 2) > 5
+```
+
+### Is Within Range
+```excel
+=AND(A1 >= StartDate, A1 <= EndDate)
+```
+
+---
+
+## Dynamic Date Sequences
+
+### Generate Date Range (365)
+```excel
+// Dates from start to end
+=SEQUENCE(EndDate - StartDate + 1, 1, StartDate, 1)
+
+// First day of each month for a year
+=EDATE(DATE(2024, 1, 1), SEQUENCE(12, 1, 0, 1))
+
+// Last day of each month for a year
+=EOMONTH(DATE(2024, 1, 1), SEQUENCE(12, 1, 0, 1))
+
+// Weekly dates
+=SEQUENCE(52, 1, DATE(2024, 1, 1), 7)
+```
+
+---
+
+## Performance Tips
+
+1. **Avoid TODAY() in large arrays** - Causes constant recalculation
+2. **Pre-calculate reference dates** - Store TODAY() in a cell and reference it
+3. **Use numbers for date math** - Dates are numbers; simple arithmetic is fast
+4. **Cache DATEDIF results** - Can be slow in large datasets
+
+---
+
+## Quick Reference
+
+| Function | Purpose |
+|----------|---------|
+| DATE | Create date from Y, M, D |
+| EDATE | Add/subtract months |
+| EOMONTH | End of month |
+| WORKDAY | Add working days |
+| NETWORKDAYS | Count working days |
+| DATEDIF | Difference in Y/M/D |
+| YEARFRAC | Decimal years |
+| WEEKDAY | Day of week (1-7) |
+| ISOWEEKNUM | ISO week number |
+
+---
+
+## Related Resources
+
+- [Aggregations](./aggregations.md)
+- [Dynamic Arrays](./dynamic-arrays.md)
+- [Excel Formulas Skill](../../skills/excel-formulas/SKILL.md)