FORMULA FOR CATEGORIES

punit83

Board Regular
Joined
Jan 17, 2018
Messages
84
Office Version
  1. 2019
Platform
  1. Windows
NEED FORMULA TO CATEGORIES FROM DATA.

IN COLUMN A DATA ARE THERE WITH THIS DETAIL IN IT AND I WANT TO CATEGORIES IN COLUMN B.
PLS HELP WITH FORMULA I TRIED WITH IFS, SEARCH BUT GETTING ERROR.

Book1
AB
1INV AB 001-24-25INV
2PAYMENT RECEIVEDPAYMENT
3RECEIVED MATERIALMATERIAL
4PART PAYMENTPART
Sheet1


THANKS IN ADVANCE.
 

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Well,

I'm not sure if I understood what you were asking, but I think that this is it:

=IF(LEFT(A1;3)="INV";"INV";IF(A1="PAYMENT RECEIVED";"PAYMENT";IF(A1="RECEIVED MATERIAL";"MATERIAL";IF(A1="PART PAYMENT";"PART"))))

Maybe some excel guru knows a better way, this is my way...
 
Upvote 0
How about:
=XLOOKUP(LEFT(A1,3),{"INV","PAY","REC","PAR"},{"INV","PAYMENT","MATERIAL","PART"},"")
 
Upvote 0
Well,

I'm not sure if I understood what you were asking, but I think that this is it:

=IF(LEFT(A1;3)="INV";"INV";IF(A1="PAYMENT RECEIVED";"PAYMENT";IF(A1="RECEIVED MATERIAL";"MATERIAL";IF(A1="PART PAYMENT";"PART"))))

Maybe some excel guru knows a better way, this is my way...

Hello Thanks for reply with formula.... but will not work for me
Please refer below table maybe i couldn't explain properly in above query.

Sorry for above improper data
 
Upvote 0
How about:
=XLOOKUP(LEFT(A1,3),{"INV","PAY","REC","PAR"},{"INV","PAYMENT","MATERIAL","PART"},"")
Thank you for reply.
maybe i couldn't explain properly in above query, please refer to below table as i need formula for below table to extract data and create categories,
Sorry for above improper data

Please refer to below table

Book1.xlsx
AB
1INV AB 001-24-25 Dated :XX-XX-XXXXINV
2PAYMENT RECEIVED FOR INV # ABPAYMENT
3RECEIVED MATERIAL FOR PROJECT XMATERIAL
4PART PAYMENTPART
Sheet1
 
Upvote 0
I don't think your criteria are clear. What do expect to return for
"PARTIAL PAYMENT FOR MATERIAL INV XYZ" ?
"INV PAYMENT FOR XYZ"?
 
Upvote 0
I don't think your criteria are clear. What do expect to return for "PARTIAL PAYMENT FOR MATERIAL XYZ" ?
if column A data has INV word in it "INV AB 001-24-25 Dated :XX-XX-XXXX" than i want to categorized as "INV" in column B
if column A data has PAYMNET word in it "PAYMENT RECEIVED FOR INV # AB" than i want to categorized as "PAYMENT" in column B
if column A data has MATERIAL word in it "RECEIVED MATERIAL FOR PROJECT X" than i want to categorized as "MATERIAL" in column B
if column A data has PART word in it "RECEIVED PART PAYMENT FOR INV # 123" than i want to categorized as "PART" in column B


Thanx in Advance :-)
 
Upvote 0
The point of my prior post was multiple keywords can appear within the same string. Do you want to categorize whichever appear first?
 
Upvote 0
if column A data has INV word in it "INV AB 001-24-25 Dated :XX-XX-XXXX" than i want to categorized as "INV" in column B
if column A data has PAYMNET word in it "PAYMENT RECEIVED FOR INV # AB" than i want to categorized as "PAYMENT" in column B
if column A data has MATERIAL word in it "RECEIVED MATERIAL FOR PROJECT X" than i want to categorized as "MATERIAL" in column B
if column A data has PART word in it "RECEIVED PART PAYMENT FOR INV # 123" than i want to categorized as "PART" in column B


Thanx in Advance :)
.....YES
 
Upvote 0
Try:
Book1
ABCD
1INV AB 001-24-25 Dated :XX-XX-XXXXINVINV
2PAYMENT RECEIVED FOR INV # ABPAYMENTPAYMENT
3RECEIVED MATERIAL FOR PROJECT XMATERIALMATERIAL
4PART PAYMENTPARTPART
Sheet2
Cell Formulas
RangeFormula
B1:B4B1=LET(s,SEARCH($D$1:$D$4,A1),XLOOKUP(MIN(IF(ISNUMBER(s),s)),s,$D$1:$D$4))
 
Upvote 0
Solution

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