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.

[TABLE="class: grid, width: 500, align: center"]
<tbody>[TR]
[TD][/TD]
[TD]A
[/TD]
[TD]B
[/TD]
[TD]C
[/TD]
[TD]D
[/TD]
[TD]E
[/TD]
[TD]F
[/TD]
[TD]G
[/TD]
[/TR]
[TR]
[TD]1
[/TD]
[TD]CUST_ID
[/TD]
[TD]DATE
[/TD]
[TD]NAME
[/TD]
[TD]INSERT1
[/TD]
[TD]INSERT2
[/TD]
[TD]FORMULATED
[/TD]
[TD]Results
[/TD]
[/TR]
[TR]
[TD]2
[/TD]
[TD]12345
[/TD]
[TD]1/1/17
[/TD]
[TD]Matt
[/TD]
[TD]ABC
[/TD]
[TD]ABCE
[/TD]
[TD]PNC456
[/TD]
[TD]Y
[/TD]
[/TR]
[TR]
[TD]3
[/TD]
[TD]12345
[/TD]
[TD]1/1/17
[/TD]
[TD]Mike
[/TD]
[TD]ABCD
[/TD]
[TD]DEFG
[/TD]
[TD]No PNC
[/TD]
[TD]Y
[/TD]
[/TR]
[TR]
[TD]4
[/TD]
[TD]2345
[/TD]
[TD]2/1/17
[/TD]
[TD]Kyle
[/TD]
[TD]ABC
[/TD]
[TD][/TD]
[TD]PNC123
[/TD]
[TD]Y
[/TD]
[/TR]
[TR]
[TD]5
[/TD]
[TD]3456
[/TD]
[TD]2/1/17
[/TD]
[TD]Leo
[/TD]
[TD]DEF
[/TD]
[TD]THGY
[/TD]
[TD]No PNC
[/TD]
[TD]N
[/TD]
[/TR]
[TR]
[TD]6
[/TD]
[TD]12345
[/TD]
[TD]1/1/17
[/TD]
[TD]Matt
[/TD]
[TD]ABC
[/TD]
[TD][/TD]
[TD]PNC421
[/TD]
[TD]Y
[/TD]
[/TR]
[TR]
[TD]7
[/TD]
[TD]9876
[/TD]
[TD]3/1/17
[/TD]
[TD]Jill
[/TD]
[TD]HJKL
[/TD]
[TD]FGHJ
[/TD]
[TD]No PNC
[/TD]
[TD]N
[/TD]
[/TR]
[TR]
[TD]8
[/TD]
[TD]8765
[/TD]
[TD]4/1/17
[/TD]
[TD]Sam
[/TD]
[TD]GHJK
[/TD]
[TD][/TD]
[TD]PNC789
[/TD]
[TD]Y
[/TD]
[/TR]
</tbody>[/TABLE]

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

How to change case of text in Excel?
Use =UPPER() for upper case, =LOWER() for lower case, and =PROPER() for proper case. PROPER won't capitalize second c in Mccartney
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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