Excel Question

kparadise

Board Regular
Joined
Aug 13, 2015
Messages
186
Hello,

I have a data set; with CUST_IDs, a Date, and a formulated column (along with other columns I need to include in the results, but do not need to mention).

This data set contains duplicate CUST_IDs because that formulated column is different. What I am asking excel to do is to say, IF CUST_ID = another CUST_ID, AND IF each DATE = DATE; then tell me whether or not either of those two rows has a certain value in the formulated column.

A
B
C
D
E
F
G
1
CUST_ID
DATE
NAME
INSERT1
INSERT2
FORMULATED
Results
2
12345
1/1/17
Matt
ABC
ABCE
PNC456
Y
3
12345
1/1/17
Mike
ABCD
DEFG
No PNC
Y
4
2345
2/1/17
Kyle
ABC
PNC123
Y
5
3456
2/1/17
Leo
DEF
THGY
No PNC
N
6
12345
1/1/17
Matt
ABC
PNC421
Y
7
9876
3/1/17
Jill
HJKL
FGHJ
No PNC
N
8
8765
4/1/17
Sam
GHJK
PNC789
Y

<tbody>
</tbody>

Here is my best attempt at creating the data set. Column A [CUST_ID] is not sorted, so the formula has to look within the whole column and find every instance where the CUST_ID matches. Then it needs to look in Column B [DATE] to see if the DATE also matched. If the CUST_ID and the DATE match for any (or multiple) record within the data set...Then it will look in Column F [FORMULATED] to see if any of those records start with 'PNC'. If any of the matching records start with 'PNC' put a Y in Column G [RESULTS] - for all the matching records.

Also, if CUST_ID & DATE does not match to any other CUST_ID & DATE ... I still want to look in Column F [FORMULATED] and see if that value starts with 'PNC' to put a Y in the results.
 

Excel Facts

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Add the AutoFilter icon to the Quick Access Toolbar. Select a cell containing Apple, click AutoFilter, and you will get all rows with Apple
Also, if CUST_ID & DATE does not match to any other CUST_ID & DATE ... I still want to look in Column F [FORMULATED] and see if that value starts with 'PNC' to put a Y in the results.

So why are you checking the customer stuff at all?? You just need to check column F dont you?
 
Upvote 0
Because it is possible for the same CUST_ID to have multiple records in the data set. The Same CUST_ID can have the same DATE or multiple DATE as well. The Same CUST_ID can also have the same or multiple FORMULATED values.
 
Upvote 0

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