Assign unique increment ID based on two conditions

troyski

New Member
Joined
Jun 5, 2017
Messages
2
Hi everyone,

I've always been a big fan of Mr. Excel's YouTube videos and thought I'd participate in the forum as well. My first post is in relation to the project I am working on. I am hoping somebody could help me out. Been searching for hours on the web and stumbled upon some possible solutions but only to open more questions and challenges. Now I'm stuck. :(

Project Objective: To create a document control database.

Brief background:
My manager wants me to create a database that will stricly control the issuance/assignment of unique document control ID. This ID will have the site and department prefixes followed by the unique incremental ID, e.g. AKL-HR-001 for Auckland - Human Resouces - record #1, HAM-SS-001 for Hamilton - Sales - record #1, AKL-HR-002 for Auckland - Human Resouces - record #2, HAM-HR-001 for Hamilton - Human Reources - record #1, etc...

Actions done:
  • Created database using Format as Table
  • Set up two tables for List data validation source and VLOOKUP.

    Table 1 Site Table (e.g. Site Name is Auckland and the Site Code is AKL)
    Table 2 Department Table (e.g.Human Resources is HR)
  • Setup List data validation under columns A (Site) and B (Department) in database
  • Created a formula that will lookup the two tables and concatenate the prefixes, and then assign a unique ID in Column C (Assigned Code). Formula I used is:

    =VLOOKUP(A2,$F$2:$G$5,2,FALSE)&"-"&VLOOKUP(B2,$F$8:$G$13,2,FALSE)&"-"&COUNTIFS($A$2:$A2,A2,$B$2:$B2,B2)

    The main idea is, when a user selects a site (column A) and a department (column B) from a drop down list, it automatically assigns an incremental number using the COUNTIFS function. The end result is the Assigned Code, e.g. AKL-HR-001. The formula was successful in assigning unique incremental ID based on site and department selections, however, as I continue to add new records, I see double up IDs.

    I checked the formula of the last entry and couldn't figure out what's cousing the double ups. Below is the formula of the last record:

    =VLOOKUP(A12,$F$2:$G$5,2,FALSE)&"-"&VLOOKUP(B12,$F$8:$G$13,2,FALSE)&"-"&COUNTIFS($A$2:$A12,A12,$B$2:$B12,B12)
  • Also, I've noticed that when I insert a new record in between two existing records with ID assignments, it resets the assignments.

    For example, I inserted a row in between rows 1 and 2 and it reassigned what was previously there to ID #3 (instead of keeping ID #2). What I was hoping to get as a result was, once a record has been assigned with the ID, it keeps it even if new records are inserted in between.

Forgive me for the long explanation. I couldn't think of a shorter way to explain what I was wanting to achieve. Is there a much better and smarter way of doing it? Would appreciate any help from the community as I've reached my dead end :(
 

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Hi,

Here are the formulas I used.

Z7otkEe.jpg


if you insert rows, the formulas will calculate and the ids will change. so always add new items at the bottom of the list.
 
Upvote 0
Hi 1hsan

Thank you very much for replying to my post. What I was wanting to know is a way to ensure that the assigned codes is fixed to the record with no dependency on formulas being recalculated each time a new record is inserted in between current records. I am wanting to make the database 'idiot-proof' as there will be a group of users with varied Excel skills. I can leave a 'warning', yes, stating that they should only add new items at the bottom of the list but I am wondering if there is a way to keep the code to that specific record? VBA maybe?

Thanks again,
Troyski
 
Upvote 0

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