Formula Required to Group Family Members, where ID matches

WednesdayC

Board Regular
Joined
Nov 7, 2010
Messages
201
Office Version
  1. 2016
Platform
  1. MacOS
<style>table { }td { padding-top: 1px; padding-right: 1px; padding-left: 1px; color: black; font-size: 10pt; font-weight: 400; font-style: normal; text-decoration: none; font-family: Georgia, sans-serif; vertical-align: bottom; border: medium none; white-space: nowrap; }.xl63 { font-family: Calibri, sans-serif; }.xl64 { color: black; font-family: Verdana; text-align: right; border: 0.5pt solid rgb(170, 170, 170); }.xl65 { color: black; font-family: Verdana; text-align: left; border: 0.5pt solid rgb(170, 170, 170); }.xl66 { font-weight: 700; font-family: Calibri, sans-serif; }.xl67 { font-weight: 700; font-family: Calibri, sans-serif; text-align: center; }.xl68 { color: black; font-weight: 700; font-family: Verdana; text-align: left; border: 0.5pt solid rgb(170, 170, 170); }</style>Hi All

Can anyone help me please? I am trying to group family members, as follows:-

[TABLE="width: 477"]
<colgroup><col style="width:75pt" width="75" span="4"> <col style="mso-width-source:userset;mso-width-alt:6473;width:177pt" width="177"> </colgroup><tbody>[TR]
[TD="class: xl65, width: 75"]ID[/TD]
[TD="class: xl65, width: 75"]LAST NAME[/TD]
[TD="class: xl65, width: 75"]FIRST NAME[/TD]
[TD="class: xl66, width: 75"]Status[/TD]
[TD="class: xl67, width: 177"]RESULTS REQUIRED[/TD]
[/TR]
[TR]
[TD="class: xl68"]84[/TD]
[TD="class: xl69"]Doe[/TD]
[TD="class: xl69"]Joe[/TD]
[TD="class: xl69"]Employee[/TD]
[TD="class: xl70"]EMPLOYEE[/TD]
[/TR]
[TR]
[TD="class: xl68"]88[/TD]
[TD="class: xl69"]Smith[/TD]
[TD="class: xl69"]Alan[/TD]
[TD="class: xl69"]Employee[/TD]
[TD="class: xl70"]EMPLOYEE[/TD]
[/TR]
[TR]
[TD="class: xl68"]192[/TD]
[TD="class: xl69"]Jones[/TD]
[TD="class: xl69"]Jack[/TD]
[TD="class: xl69"]Employee[/TD]
[TD="class: xl70"]EMPLOYEE, SPOUSE + 3 CHILDREN[/TD]
[/TR]
[TR]
[TD="class: xl68"]192[/TD]
[TD="class: xl69"]Jones[/TD]
[TD="class: xl69"]Emma[/TD]
[TD="class: xl69"]spouse[/TD]
[TD="class: xl70"] [/TD]
[/TR]
[TR]
[TD="class: xl68"]192[/TD]
[TD="class: xl69"]Jones[/TD]
[TD="class: xl69"]John[/TD]
[TD="class: xl69"]child[/TD]
[TD="class: xl70"] [/TD]
[/TR]
[TR]
[TD="class: xl68"]192[/TD]
[TD="class: xl69"]Jones[/TD]
[TD="class: xl69"]Jane[/TD]
[TD="class: xl69"]child[/TD]
[TD="class: xl70"] [/TD]
[/TR]
[TR]
[TD="class: xl68"]192[/TD]
[TD="class: xl69"]Jones[/TD]
[TD="class: xl69"]Jessica[/TD]
[TD="class: xl69"]child[/TD]
[TD="class: xl70"] [/TD]
[/TR]
[TR]
[TD="class: xl68"]195[/TD]
[TD="class: xl69"]Davies[/TD]
[TD="class: xl69"]Mark[/TD]
[TD="class: xl69"]Employee[/TD]
[TD="class: xl70"]EMPLOYEE[/TD]
[/TR]
[TR]
[TD="class: xl68"]197[/TD]
[TD="class: xl69"]Lewis[/TD]
[TD="class: xl69"]Evan[/TD]
[TD="class: xl69"]Employee[/TD]
[TD="class: xl70"]EMPLOYEE, SPOUSE + 1 CHILD[/TD]
[/TR]
[TR]
[TD="class: xl68"]197[/TD]
[TD="class: xl69"]Lewis[/TD]
[TD="class: xl69"]Maria[/TD]
[TD="class: xl69"]spouse[/TD]
[TD="class: xl70"] [/TD]
[/TR]
[TR]
[TD="class: xl68"]197[/TD]
[TD="class: xl69"]Lewis[/TD]
[TD="class: xl69"]Victor[/TD]
[TD="class: xl69"]child[/TD]
[TD="class: xl70"] [/TD]
[/TR]
[TR]
[TD="class: xl68"]199[/TD]
[TD="class: xl69"]Clark[/TD]
[TD="class: xl69"]Kevin[/TD]
[TD="class: xl69"]Employee[/TD]
[TD="class: xl70"]EMPLOYEE[/TD]
[/TR]
</tbody>[/TABLE]
<style>table { }td { padding-top: 1px; padding-right: 1px; padding-left: 1px; color: black; font-size: 10pt; font-weight: 400; font-style: normal; text-decoration: none; font-family: Georgia, sans-serif; vertical-align: bottom; border: medium none; white-space: nowrap; }.xl63 { font-family: Calibri, sans-serif; }.xl64 { font-weight: 700; font-family: Calibri, sans-serif; }.xl65 { font-weight: 700; font-family: Calibri, sans-serif; text-align: center; border: 0.5pt solid windowtext; }.xl66 { color: black; font-weight: 700; font-family: Verdana; text-align: left; border: 0.5pt solid windowtext; }.xl67 { font-weight: 700; font-family: Calibri, sans-serif; border: 0.5pt solid windowtext; }.xl68 { color: black; font-family: Verdana; text-align: right; border: 0.5pt solid windowtext; }.xl69 { color: black; font-family: Verdana; text-align: left; border: 0.5pt solid windowtext; }.xl70 { font-family: Calibri, sans-serif; border: 0.5pt solid windowtext; }</style>

Is it possible to do this with a regular formula, or would I require a UDF please?

I am not sure how to tackle this please, so would be very grateful for your expert guidance.

Many thanks in advance

Wednesday
<style>table { }td { padding-top: 1px; padding-right: 1px; padding-left: 1px; color: black; font-size: 10pt; font-weight: 400; font-style: normal; text-decoration: none; font-family: Georgia, sans-serif; vertical-align: bottom; border: medium none; white-space: nowrap; }.xl63 { font-family: Calibri, sans-serif; }.xl64 { color: black; font-family: Verdana; text-align: right; border: 0.5pt solid rgb(170, 170, 170); }.xl65 { color: black; font-family: Verdana; text-align: left; border: 0.5pt solid rgb(170, 170, 170); }.xl66 { font-weight: 700; font-family: Calibri, sans-serif; }.xl67 { font-weight: 700; font-family: Calibri, sans-serif; text-align: center; }.xl68 { color: black; font-weight: 700; font-family: Verdana; text-align: left; border: 0.5pt solid rgb(170, 170, 170); }</style>
 
Hi,

If you're still interested in a Formula solution (last sample - employee #200 - has no Spouse & 1 Child):


Book1
ABCDE
1IDLAST NAMEFIRST NAMEStatusRESULTS REQUIRED
284DoeJoeEmployeeEMPLOYEE
388SmithAlanEmployeeEMPLOYEE
4192JonesJackEmployeeEMPLOYEE, SPOUSE + 3 CHILDREN
5192JonesEmmaspouse
6192JonesJohnchild
7192JonesJanechild
8192JonesJessicachild
9195DaviesMarkEmployeeEMPLOYEE
10197LewisEvanEmployeeEMPLOYEE, SPOUSE + 1 CHILD
11197LewisMariaspouse
12197LewisVictorchild
13199ClarkKevinEmployeeEMPLOYEE
14200BearPapaEmployeeEMPLOYEE + 1 CHILD
15200BearBabychild
Sheet393
Cell Formulas
RangeFormula
E2=IF(COUNTIF(A$2:A2,A2)=1,SUBSTITUTE("EMPLOYEE"&IF(COUNTIFS(A$2:A$15,A2,D$2:D$15,"spouse"),", SPOUSE","")&IF(COUNTIFS(A$2:A$15,A2,D$2:D$15,"child")," + "&COUNTIFS(A$2:A$15,A2,D$2:D$15,"child")&" CHILDREN",""),"1 CHILDREN","1 CHILD"),"")


Change/adjust cell references/range as needed, formula copied down.
 
Upvote 0

Excel Facts

How to fill five years of quarters?
Type 1Q-2023 in a cell. Grab the fill handle and drag down or right. After 4Q-2023, Excel will jump to 1Q-2024. Dash can be any character.
@ Fluff,

I would think to adjust your UDF for cases of Single Parents...
 
Upvote 0
Wow Jtakw

This is fantastic! Thank you so much.
You spotted that I forgot to account for cases where there are children and no spouses, and your formula even takes care of that scenario. I did adapt Fluff's UDF to account for that, but this formula is less volatile, so I will be using this solution instead.

How on earth you came up with it is beyond me. Huge thanks.

Regards
Wednesday
 
Upvote 0
You're welcome, glad it works for you.
 
Upvote 0

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