I am coding qualitative data from call center agent notes, and I'm trying to adapt another researcher's Excel method. I've adapted it a bit for my own purposes, and I just can't seem to get this last piece. I'm using Excel for Mac version 16.81
So, I have all my agent notes in Column A. In Column B, I have all the relevant tags for that note in a comma delineated list. I've created a unique list from all my tags (n=10) and turned them into headers in new columns. To organize the notes by tag, I want to copy the notes in Column A into Columns X-Z based on whether or not that note has a tag in Column B that matches the header of Column X-Z (see table below for simplified visualization).
This is the other researcher's code I'm trying to adapt: =if(X1<>"",filter($A:$A, $B:$B=X1,"")
I cannot get this code to work for me- partially because this researcher only has 1 tag in their Column B, whereas I have multiple in a comma delineated list. I've been successful with a code that searches text and moves row by row, but it leaves me with blank cells if the Column A note in that row doesn't have a tag corresponding to Column X-Z.
=IF(ISNUMBER(SEARCH(X$1,$B2)),$A2,"")
Visualization of what this returns
But what I really want is a way to reference the entire Column A when I populate Column X so that there aren't empty cells. I've tried changing my formula to
=IF(ISNUMBER(SEARCH(X$1,$B:$B)),$A:$A,"")
but that just returns a Spillover error. How can I change my formula to get this
So, I have all my agent notes in Column A. In Column B, I have all the relevant tags for that note in a comma delineated list. I've created a unique list from all my tags (n=10) and turned them into headers in new columns. To organize the notes by tag, I want to copy the notes in Column A into Columns X-Z based on whether or not that note has a tag in Column B that matches the header of Column X-Z (see table below for simplified visualization).
Notes | Tags | X | Y | Z | |
---|---|---|---|---|---|
1 (note text) | x, y | 1 | 1 |
This is the other researcher's code I'm trying to adapt: =if(X1<>"",filter($A:$A, $B:$B=X1,"")
I cannot get this code to work for me- partially because this researcher only has 1 tag in their Column B, whereas I have multiple in a comma delineated list. I've been successful with a code that searches text and moves row by row, but it leaves me with blank cells if the Column A note in that row doesn't have a tag corresponding to Column X-Z.
=IF(ISNUMBER(SEARCH(X$1,$B2)),$A2,"")
Visualization of what this returns
Notes | Tags | X | Y | Z | |
---|---|---|---|---|---|
1 | x, y | 1 | 1 | ||
2 | x, z | 2 | 2 | ||
3 | z | 3 |
But what I really want is a way to reference the entire Column A when I populate Column X so that there aren't empty cells. I've tried changing my formula to
=IF(ISNUMBER(SEARCH(X$1,$B:$B)),$A:$A,"")
but that just returns a Spillover error. How can I change my formula to get this
Notes | Tags | X | Y | Z | |
---|---|---|---|---|---|
1 | x, y | 1 | 1 | 2 | |
2 | x, z | 2 | 3 | ||
3 | z |