Avoiding circular reference - formula based approach vs. VBA?

skitheast13

New Member
Joined
Jan 20, 2023
Messages
7
Office Version
  1. 365
Platform
  1. Windows
Hello All,

Some of the deals in the table below will only provide either the financial statements or the quarterly report. Some deals will provide both.
For those deals that only provide one type, I would like to reflect the date the report is provided in both financials/reports columns.

In other words, on sheet 1, if cell in column B = yes, cells in columns C & D should reflect the same date even if only one of the types of reports has been received.
However, if cell in column B is blank, the cells should be able to populate dates individually if both types of reports are received.

I wanted to use an isnumber formula to check if there was a date in either cell already, and to just populate that date if there already is one. But obviously referencing the opposite cell is causing a circular reference. Is there a way to do this formulaically?

Sheet 1, summary with lookups up to sheet 2:

DealReceives Only One ReportFinancials Received DateReport Received Date
GreyesYes
4/17/2023​
RedwoodYes
5/28/2023​
RocketYes
5/29/2023​
Recon
6/30/2023​
6/30/2023​
TintedYes
8/10/2023​

Sheet 2, data sheet with dates:

DealFinancials Received DateReport Received Date
Greyes
4/17/2023​
Redwood
5/28/2023​
Rocket
5/29/2023​
Recon
6/30/2023​
6/30/2023​
Tinted
8/10/2023​


Thank you for your help!
 

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OK, I've tweaked the formula a bit and I think it now does what you want 🤞 (I changed the value for Recon on sheet 2 & it seemed to pick up the different date)
financials.xlsx
ABCD
1DealReceives Only One ReportFinancials Received DateReport Received Date
2GreyesYes4/17/20234/17/2023
3RedwoodYes5/28/20235/28/2023
4RocketYes5/29/20235/29/2023
5Recon6/30/20236/25/2023
6TintedYes8/10/20238/10/2023
Sheet1
Cell Formulas
RangeFormula
C2:C6C2=IF(B2="Yes",IF(VLOOKUP($A2,Sheet2!$A$2:$C$6,2,0)="",VLOOKUP($A2,Sheet2!$A$2:$C$6,3,0),VLOOKUP($A2,Sheet2!$A$2:$C$6,2,0)),VLOOKUP($A2,Sheet2!$A$2:$C$6,2,0))
D2:D6D2=IF(B2="Yes",IF(VLOOKUP($A2,Sheet2!$A$2:$C$6,3,0)="",VLOOKUP($A2,Sheet2!$A$2:$C$6,2,0),VLOOKUP($A2,Sheet2!$A$2:$C$6,3,0)),VLOOKUP($A2,Sheet2!$A$2:$C$6,3,0))
 
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Solution

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