Creating a dynamic formula to exceed words from a file name

bearcub

Well-known Member
Joined
May 18, 2005
Messages
734
Office Version
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I have the following formula that I use to extract either "Accruals" or "Payments" from the current file name

Excel Formula:
MID(CELL("filename",'Comm_Sept 22 US Summary'!$A$1),
FIND("[",CELL("filename",'Comm_Sept 22 US Summary'!$A$1))+60,
FIND("]",CELL("filename",'Comm_Sept 22 US Summary'!$A$1))-
FIND("[",CELL("filename",'Comm_Sept 22 US Summary'!$A$1))-65)
Excel Formula:

The following month I will change the file name & the text length might change due to the current month (e.g. March - April, April - May, May - June , August - September, September - October, etc).

In other words, the file size will either expand or contract due to the processing month.

The current file name I am using is called "Compensation Summary US Oct 22 - September 22 Commission Payments".

Next month, I will change to the name to "Compensation Summary US Nov 22 - October 22 Commission Payments".

September has 9 letters and October contains 8.

When I process November for October (commissions are always processed the following month), I will have to change the 60 to 61 and 65 to 64 in the formula to be able to extract "Payments" from the File Name since October has 1 less letter than September

Is there a way of making the formula I am using dynamic so I won't have to manually update the formula each month? I am working that I might just have to settle for 3 letter month as opposed to using the full month name.

Thank you for your help in advance.
 

Excel Facts

What does custom number format of ;;; mean?
Three semi-colons will hide the value in the cell. Although most people use white font instead.
Hi Bearcub,

Here are two approaches to handle that:

Compensation Summary US Oct 22 - September 22 Commission Payments.xlsx
ABCD
1Max characters in target strings8
2Payments8
3Accruals8
4Luckily 8 characters all the way
5C:\MrExcel\[Compensation Summary US Oct 22 - September 22 Commission Payments.xlsx]Sheet1Payments
6C:\MrExcel\[Compensation Summary US Oct 22 - June 22 Commission Accruals.xlsx]Sheet1Accruals
7
8A different approachString's length
9Payments8
10Accruals8
11Overpayments12
12Biaccruals10
13
14Target String's startWhat is?
15C:\MrExcel\[Compensation Summary US Oct 22 - September 22 Commission Payments.xlsx]Sheet170Payments
16C:\MrExcel\[Compensation Summary US Oct 22 - September 22 Commission Accruals.xlsx]Sheet270Accruals
17C:\MrExcel\[Compensation Summary US Oct 22 - June 22 Commission Overpayments.xlsx]Sheet165Overpayments
18C:\MrExcel\[Compensation Summary US Oct 22 - June 22 Commission Biaccruals.xlsx]Sheet265Biaccruals
Sheet1
Cell Formulas
RangeFormula
C1C1=MAX(C2:C3)
C9:C12,C2:C3C2=LEN(B2)
C5:C6C5=MID($B5,FIND(".",$B5)-$C$1,$C$1)
C15:C18C15=FIND(B9,B15)
D15:D18D15=MID(B15,C15,C9)


Cheers!

G
 
Upvote 0
... and the second approach using a lookup table to select the right length whatever string appears in the name of the file.

Compensation Summary US Oct 22 - September 22 Commission Payments.xlsx
ABCD
1Max characters in target strings8
2Payments8
3Accruals8
4Luckily 8 characters all the way
5C:\MrExcel\[Compensation Summary US Oct 22 - September 22 Commission Payments.xlsx]Sheet1Payments
6C:\MrExcel\[Compensation Summary US Oct 22 - June 22 Commission Accruals.xlsx]Sheet1Accruals
7
8A different approach with a lookup table to adapt for changes)String's lengthTarget String's start
9Payments870
10Accruals870
11Overpayments1265
12Biaccruals1065
13
14Len
15C:\MrExcel\[Compensation Summary US Oct 22 - September 22 Commission Payments.xlsx]Sheet189
16C:\MrExcel\[Compensation Summary US Oct 22 - September 22 Commission Accruals.xlsx]Sheet289
17C:\MrExcel\[Compensation Summary US Oct 22 - June 22 Commission Overpayments.xlsx]Sheet188
18C:\MrExcel\[Compensation Summary US Oct 22 - June 22 Commission Biaccruals.xlsx]Sheet286
19
20What is?
21C:\MrExcel\[Compensation Summary US Oct 22 - June 22 Commission Overpayments.xlsx]Sheet1- 
22- 
23651.353846154
24- 
25
26Overpayments12
27
Sheet1 (3)
Cell Formulas
RangeFormula
C1C1=MAX(C2:C3)
C15:C18,C9:C12,C2:C3C2=LEN(B2)
C5:C6C5=MID($B5,FIND(".",$B5)-$C$1,$C$1)
D9:D12D9=FIND(B9,B15)
B21B21=B17
C21:C24C21=IFERROR(FIND(B9,$B$21),"-")
D21:D24D21=IFERROR((C15/C21),"")
C26C26=MID(B21,MAX(C21:C24),INDEX(C9:C12,MATCH(MAX($D$21:$D$24),$D$21:$D$24,0),1))
D26D26=INDEX(C9:C12,MATCH(MAX(D21:D24),D21:D24,0),1)
 
Upvote 0
Solution
Thank for your the process and the formulas.

I will use this approach going forward.

Thank you for spending the time to provide me with this solution because it looks like this took a lot of effort on your side to make arrive at this solution.
 
Upvote 0

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