Hi Experts!
I have a lot of rows to determine the Plan Name and Tier. What excel formula should I use?
Here is the sample output see column FINAL PLAN NAME and Tier
Here are the conditions
I have a lot of rows to determine the Plan Name and Tier. What excel formula should I use?
Here is the sample output see column FINAL PLAN NAME and Tier
Book1.xlsx | |||||||
---|---|---|---|---|---|---|---|
E | F | G | H | I | |||
2 | Member ID | Dependent Type | Plan Name | FINAL PLAN NAME | Tier | ||
3 | A | 2. Female Subscriber | Waived | Waived | EE + Fam | ||
4 | A | 6. Daughter | Waived | Waived | EE + Fam | ||
5 | A | 3. Husband | Waived | Waived | EE + Fam | ||
6 | A | 5. Son | Waived | Waived | EE + Fam | ||
7 | B | 6. Daughter | Plan 4 - CA | PPO Plan 4 - CA | EE + Fam | ||
8 | B | 6. Daughter | Plan 4 - O/A | PPO Plan 4 - CA | EE + Fam | ||
9 | B | 1. Male Subscriber | Plan 4 - CA | PPO Plan 4 - CA | EE + Fam | ||
10 | B | 4. Wife | Plan 4 - CA | PPO Plan 4 - CA | EE + Fam | ||
11 | C | 4. Wife | Waived | PPO Plan 4 - CA | Employee | ||
12 | C | 1. Male Subscriber | Plan 4 - CA | PPO Plan 4 - CA | Employee | ||
13 | D | 5. Son | Waived | Kaiser | Employee | ||
14 | D | 2. Female Subscriber | Kaiser | Kaiser | Employee | ||
15 | D | 2. Female Subscriber | Plan 4 - CA | PPO Plan 4 - CA | EE + SP | ||
16 | D | 3. Husband | Plan 4 - O/A | PPO Plan 4 - CA | EE + SP | ||
17 | F | 3. Husband | Waived | Kaiser | Employee | ||
18 | F | 2. Female Subscriber | Kaiser | Kaiser | Employee | ||
19 | G | 3. Husband | Waived | Kaiser | Employee | ||
20 | G | 2. Female Subscriber | Kaiser | Kaiser | Employee | ||
21 | H | 6. Daughter | Plan 4 - O/A | PPO Plan 4 - CA | EE + CH | ||
22 | H | 2. Female Subscriber | Plan 4 - CA | PPO Plan 4 - CA | EE + CH | ||
23 | H | 5. Son | Plan 4 - CA | PPO Plan 4 - CA | EE + CH | ||
24 | I | 2. Female Subscriber | Waived | waived | waived | ||
25 | I | 3. Husband | Kaiser | waived | waived | ||
26 | J | 6. Daughter | Waived | Kaiser | EE + SP | ||
27 | J | 3. Husband | Kaiser | Kaiser | EE + SP | ||
28 | J | 2. Female Subscriber | Kaiser | Kaiser | EE + SP | ||
29 | K | 4. Wife | Waived | Kaiser | Employee | ||
30 | K | 1. Male Subscriber | Kaiser | Kaiser | Employee | ||
31 | L | 4. Wife | Waived | PPO Plan 4 - CA | Employee | ||
32 | L | 1. Male Subscriber | Plan 4 - CA | PPO Plan 4 - CA | Employee | ||
33 | M | 2. Female Subscriber | Plan 4 - CA | PPO Plan 4 - CA | Employee | ||
34 | M | 3. Husband | Waived | PPO Plan 4 - CA | Employee | ||
35 | N | 3. Husband | Waived | Kaiser | Employee | ||
36 | N | 6. Daughter | Waived | Kaiser | Employee | ||
37 | N | 2. Female Subscriber | Kaiser | Kaiser | Employee | ||
Sheet1 |
Cells with Conditional Formatting | ||||
---|---|---|---|---|
Cell | Condition | Cell Format | Stop If True | |
E3:E37 | Cell Value | contains "false" | text | NO |
Here are the conditions
6. Census - GCJBT 2021 - PvG BONCH.xlsx | |||||
---|---|---|---|---|---|
E | F | G | |||
2 | Tier Conditions | ||||
3 | Tier | Dependent Type | Plan Name | ||
4 | Employee | 1. Male Subscriber OR 2. Female Subscriber | Not waived | ||
5 | ESP | (1. Male Subscriber + 4. Wife) OR (2. Female Subscriber + 3. Husband) OR (1. Male Subscriber + 8. Female Partner) OR (2. Female Subscriber + 7. Male Partner) | Not waived | ||
6 | Employee | (1. Male Subscriber + 4. Wife) OR (2. Female Subscriber + 3. Husband) OR (1. Male Subscriber + 8. Female Partner) OR (2. Female Subscriber + 7. Male Partner) | Dependents Plan Name is waived | ||
7 | ECH | (1. Male Subscriber + 5.Son\6.Daugther) OR (2. Female Subscriber + 5.Son\6.Daugther) | Not waived | ||
8 | Employee | (1. Male Subscriber + 5.Son\6.Daugther) OR (2. Female Subscriber + 5.Son\6.Daugther) | EE is not waived then all dependent is Waived | ||
9 | ECH | (1. Male Subscriber + 5.Son\6.Daugther) OR (2. Female Subscriber + 5.Son\6.Daugther) | EE is not waived and one of the dependent is not waived | ||
10 | FAM | (1. Male Subscriber + 4. Wife + 5.Son\6.Daugther) OR (2. Female Subscriber + 3. Husband + 5.Son\6.Daugther) OR (1. Male Subscriber + 8. Female Partner + 5.Son\6.Daugther) OR (2. Female Subscriber + 7. Male Partner + 5.Son\6.Daugther) | Not waived | ||
11 | Employee | (1. Male Subscriber + 4. Wife + 5.Son\6.Daugther) OR (2. Female Subscriber + 3. Husband + 5.Son\6.Daugther) OR (1. Male Subscriber + 8. Female Partner + 5.Son\6.Daugther) OR (2. Female Subscriber + 7. Male Partner + 5.Son\6.Daugther) | Ony the subscriber is not waived. all dependents are waived | ||
12 | ESP | (1. Male Subscriber + 4. Wife + 5.Son\6.Daugther) OR (2. Female Subscriber + 3. Husband + 5.Son\6.Daugther) OR (1. Male Subscriber + 8. Female Partner + 5.Son\6.Daugther) OR (2. Female Subscriber + 7. Male Partner + 5.Son\6.Daugther) | Subscriber and Spouse\Partner are not waived. All children are waived | ||
13 | ECH | (1. Male Subscriber + 4. Wife + 5.Son\6.Daugther) OR (2. Female Subscriber + 3. Husband + 5.Son\6.Daugther) OR (1. Male Subscriber + 8. Female Partner + 5.Son\6.Daugther) OR (2. Female Subscriber + 7. Male Partner + 5.Son\6.Daugther) | Subscriber and one of the children are not waived. All Spouse\Partner are waived | ||
14 | waived | any combination | If Subscriber is waived everyone will be waived | ||
15 | |||||
16 | Plan Conditions | ||||
17 | FINAL PLAN NAME | Plan Conditions | |||
18 | Waived | If Subscriber is waived everyone will be waived | |||
19 | Specific Plan Name | Will follow the Subscriber Plan Name | |||
Sheet2 |
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