brisbanejez
New Member
- Joined
- Oct 10, 2023
- Messages
- 2
- Office Version
- 365
- Platform
- Windows
Hi all,
I am going to push my luck today and see if there are any geniuses out there that can point me in the right direction with 3 formulas for a tracker I am putting together.
In the working file attached I will be including 2 columns; Date & Account number. Additional working cells can be added.
The criteria is as follows:
Bucket 1 (Formula1 in column C) Accounts which weren't there last month but are this month. IF TRUE = "New"
Bucket 2 (Formula2 in column D) Accounts from last month that didn't show up this month. IF TRUE = "Solved"
Bucket 3 (Formula3 in column E) Accounts which come back 2 months in a row. IF TRUE = "Investigation Required"
Example 1:
Account 700049408 was entered 3 times in July and once in August.
Since there are no instances of the account before July, they are considered 'New".
Since the account 700049408 has been entered in consecutive months, "Investigation Required".
Example 2:
Account 700048930 was entered once in June, once in July and once in August.
June was the first instance so considered "New"
July was the second instance in as many months so "Investigation"
August was the last instance and since there was nothing in September would be considered "Solved".
I hope this is clear enough. Please reach out with any questions
Thanks in advance!
I am going to push my luck today and see if there are any geniuses out there that can point me in the right direction with 3 formulas for a tracker I am putting together.
In the working file attached I will be including 2 columns; Date & Account number. Additional working cells can be added.
The criteria is as follows:
Bucket 1 (Formula1 in column C) Accounts which weren't there last month but are this month. IF TRUE = "New"
Bucket 2 (Formula2 in column D) Accounts from last month that didn't show up this month. IF TRUE = "Solved"
Bucket 3 (Formula3 in column E) Accounts which come back 2 months in a row. IF TRUE = "Investigation Required"
Example 1:
Account 700049408 was entered 3 times in July and once in August.
Since there are no instances of the account before July, they are considered 'New".
Since the account 700049408 has been entered in consecutive months, "Investigation Required".
Example 2:
Account 700048930 was entered once in June, once in July and once in August.
June was the first instance so considered "New"
July was the second instance in as many months so "Investigation"
August was the last instance and since there was nothing in September would be considered "Solved".
I hope this is clear enough. Please reach out with any questions
Thanks in advance!
