Just using excel formulas, finding out unique RMs in a group id

[SRana]

Hi guys
I have a database which contains customer ids in A2:A10000. These customer ids are grouped into various group ids which are in B2:B10000. One group id can be tagged to just one customer id or or can be tagged to upto 50 customer ids. These customer ids are further managed by Relationship manager codes in C2:C10000. One relationship manager code can be tagged to just one customer id or can be tagged to many customer ids of same group id or any other group id.

The dataset is sorted first by group id and then by customer id.

Using just excel formulas, I want to do the following

1. In column D, plot 1 if a group Id is unique, else plot NULL.
2. wherever 1 is found in column D, then in column E, plot count of unique relationship manager codes which are tagged to ALL customer ids tagged to that group id.

Pl help. Thanks!

 

[kvsrinivasamurthy]

Pl post sample data with expected result in XL2BB format.

 

[etaf]

what version of excel are you also USING / expecting to work with - please update profile as the solution will depend on version
NOT sure i understand how a groupID can be assigned to 1 or many customer IDs - how the group ID is unique - do you mean ONLY 1 groupID exists for 1 customer ID and so entered int the database once

as already mentioned / requested

A SMALL sample spreadsheet, around 10-20 rows, would help a lot here, with all sensitive data removed, and expected results mocked up and manually entered, with a few notes of explanation.

This will possibly enable a quicker and more accurate solution for you.

MrExcel has a tool called “XL2BB” that lets you post samples of your data and will allow us to copy/paste your sample data into our Excel spreadsheets, saving a lot of time.

XL2BB - Excel Range to BBCode

Excel 'mini-sheet' in messages - XL2BB Although experts prefer to read your description and question instead of working in your actual file to solve your problem, there are times that it is difficult to explain an issue without providing actual...

www.mrexcel.com

You can also test to see if it works ok, in the "Test Here" forum.

Test Here

Use this forum to test your signature, learn bbcode, smilies, XL2BB, etc. Threads in this forum are automatically deleted after no replies for seven (7) days

www.mrexcel.com

OR if you cannot get XL2BB to work, or have restrictions on your PC

then put the sample spreadsheet onto a share

I only tend to goto OneDrive, Dropbox or google docs , as I'm never certain of other random share sites and possible virus.
Please make sure you have a representative data sample and also that the data has been desensitised, remember this site is open to anyone with internet access to see - so any sensitive / personal data should be removed

Make sure you set any share or google to share to everyone

 

[SRana]

Hi guys
I have a database which contains customer ids in A2:A10000. These customer ids are grouped into various group ids which are in B2:B10000. One group id can be tagged to just one customer id or or can be tagged to upto 50 customer ids. These customer ids are further managed by Relationship manager codes in C2:C10000. One relationship manager code can be tagged to just one customer id or can be tagged to many customer ids of same group id or any other group id.

The dataset is sorted first by group id and then by customer id.

Using just excel formulas, I want to do the following

1. In column D, plot 1 if a group Id is unique, else plot NULL.
2. wherever 1 is found in column D, then in column E, plot count of unique relationship manager codes which are tagged to ALL customer ids tagged to that group id.

Pl help. Thanks!

 

[etaf]

images are a pain, as i have to type it all out
and also you have not replied to what version of excel

FILTER() and ROWS() and UNIQUE() would probably do what you need - BUT not all versions have those functions

HENCE XL2BB request

Note: Images are difficult to see , and also requires that I input all the data myself, which means I may make an error, which is very time consuming, and from my point of view less likely to get a response, if a complicated spreadsheet. Plus we cannot see any of the formulas used.

Therefore -

A SMALL sample spreadsheet, around 10-20 rows, would help a lot here, with all sensitive data removed, and expected results mocked up and manually entered, with a few notes of explanation.

 

[SRana]

Excel version is 365.
My laptop has crashed hence not able to do XL2BB, posting my queries via mobile phone only.

 

[etaf]

for unique group
=IF(COUNTIF($C$2:C2,C2)=1,1,"")

count of manager

=IF(D2=1,ROWS(UNIQUE(FILTER($B$2:$B$100,$C$2:$C$100=C2))),"")

Book1
	A	B	C	D	E
1	custid	code	grroup	Count	Unique count
2		abc01	736	1	1
3		abc02	99	1	3
4		abc03	99
5		abc04	99
6		abc05	487	1	1
7		abc06	565	1	1
8		abc06	565
9		abc08	363	1	7
10		abc09	363
11		abc01	363
12		abc11	363
13		abc01	363
14		abc13	363
15		abc14	363
16		abc15	363
17		abc16	774	1	1
18		abc16	774
19		abc18	222	1	2
20		abc19	222
Sheet1

Cell Formulas
Range	Formula
D2:D20	D2	=IF(COUNTIF($C$2:C2,C2)=1,1,"")
E2:E20	E2	=IF(D2=1,ROWS(UNIQUE(FILTER($B$2:$B$100,$C$2:$C$100=C2))),"")

 

[Fluff]

Excel version is 365.

I suggest that you update your Account details (or click your user name at the top right of the forum) so helpers always know what Excel version(s) & platform(s) you are using as the best solution often varies by version. (Don’t forget to scroll down & ‘Save’)

 

[SRana]

for unique group
=IF(COUNTIF($C$2:C2,C2)=1,1,"")

count of manager

=IF(D2=1,ROWS(UNIQUE(FILTER($B$2:$B$100,$C$2:$C$100=C2))),"")

Book1
	A	B	C	D	E
1	custid	code	grroup	Count	Unique count
2		abc01	736	1	1
3		abc02	99	1	3
4		abc03	99
5		abc04	99
6		abc05	487	1	1
7		abc06	565	1	1
8		abc06	565
9		abc08	363	1	7
10		abc09	363
11		abc01	363
12		abc11	363
13		abc01	363
14		abc13	363
15		abc14	363
16		abc15	363
17		abc16	774	1	1
18		abc16	774
19		abc18	222	1	2
20		abc19	222
Sheet1

Cell Formulas
Range	Formula
D2:D20	D2	=IF(COUNTIF($C$2:C2,C2)=1,1,"")
E2:E20	E2	=IF(D2=1,ROWS(UNIQUE(FILTER($B$2:$B$100,$C$2:$C$100=C2))),"")

This is the solution I was looking for!
Thanks very much for your support!

 

[etaf]

you are welcome
would be useful to update your profile with the version of excel - for any future questions you may ask here