Need help in Formula

C

chesterrae

Board Regular
Joined
Dec 23, 2015
Messages
51
Hi All,

Could you please help me in this? Currently I have 20K+ rows of data that's why I need a formula that will return "Tier 2" and "Tier 3" in column (D) Tier.


here are the conditions:

Tier 2, if there are 2 or more unique Order ID within the last 12 months per Account Name.
Tier 3, if there are only 1 unique Order ID within the last 12 months per Account Name.

25i947t.jpg



Thank you so much in advance!
 

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Please refer on this sample instead.

Excel 2007 32 bit
[Table="width:, class:head"][tr=bgcolor:#E0E0F0][th] [/th][th]
A​
[/th][th]
B​
[/th][th]
C​
[/th][th]
D​
[/th][/tr]
[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
1​
[/td][td]Order ID[/td][td]Account Name[/td][td]Order Date[/td][td]Tier[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
2​
[/td][td]18JBP5008[/td][td]Robert Downey Jr[/td][td]
10/1/2018​
[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
3​
[/td][td]18JBP5008[/td][td]Robert Downey Jr[/td][td]
10/1/2018​
[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
4​
[/td][td]18JAK0336[/td][td]Chris Evans[/td][td]
10/1/2018​
[/td][td]Tier 2[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
5​
[/td][td]18JAK0336[/td][td]Chris Evans[/td][td]
10/1/2018​
[/td][td]Tier 2[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
6​
[/td][td]18JAK0335[/td][td]Chris Evans[/td][td]
10/1/2018​
[/td][td]Tier 2[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
7​
[/td][td]18JAP2322[/td][td]Chris Hemsworth[/td][td]
1/1/2017​
[/td][td][/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
8​
[/td][td]18JAP2322[/td][td]Chris Hemsworth[/td][td]
11/21/2017​
[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
9​
[/td][td]18JAP2322[/td][td]Chris Hemsworth[/td][td]
12/21/2017​
[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
10​
[/td][td]18JAP2322[/td][td]Chris Hemsworth[/td][td]
10/1/2018​
[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
11​
[/td][td]18JAN1058[/td][td]Scarlett Johansson[/td][td]
10/1/2018​
[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
12​
[/td][td]18JDM5411[/td][td]Jeremy Renner[/td][td]
8/2/2017​
[/td][td][/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
13​
[/td][td]18JDM5411[/td][td]Samuel Jackson[/td][td]
8/10/2017​
[/td][td][/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
14​
[/td][td]18JDM5412[/td][td]Samuel Jackson[/td][td]
10/2/2018​
[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
15​
[/td][td]18JBM3812[/td][td]Mark Ruffalo[/td][td]
10/2/2018​
[/td][td]Tier 2[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
16​
[/td][td]18JBM3813[/td][td]Mark Ruffalo[/td][td]
10/3/2018​
[/td][td]Tier 2[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
17​
[/td][td]18JBM3814[/td][td]Mark Ruffalo[/td][td]
10/3/2018​
[/td][td]Tier 2[/td][/tr]
[/table][Table="width:, class:grid"][tr][td]Sheet: Sheet1[/td][/tr][/table]
 
Upvote 0
Great, thanks. How do we define "last 12 months" -- 12 months back from today until today or are we going to use max current date instead of today?
 
Upvote 0
chesterrae said:
It should be Today() function.
Click to expand...

In D2 control=shift+enter, not just enter, and copy down:

=LOOKUP(SUM(IF(FREQUENCY(IF($A$2:$A$17<>"",IF($B$2:$B$17=B2,IF($C$2:$C$17>=EDATE(TODAY(),-12),IF($C$2:$C$17<=TODAY(),MATCH($A$2:$A$17,$A$2:$A$17,0))))),ROW($A$2:$A$17)-ROW($A$2)+1),1)),{0,"";1,"Tier 3";2,"Tier 2"})
 
Upvote 0
Aladin Akyurek said:
In D2 control=shift+enter, not just enter, and copy down:

=LOOKUP(SUM(IF(FREQUENCY(IF($A$2:$A$17<>"",IF($B$2:$B$17=B2,IF($C$2:$C$17>=EDATE(TODAY(),-12),IF($C$2:$C$17<=TODAY(),MATCH($A$2:$A$17,$A$2:$A$17,0))))),ROW($A$2:$A$17)-ROW($A$2)+1),1)),{0,"";1,"Tier 3";2,"Tier 2"})
Click to expand...


I noticed Chris Hemsworth and Samuel Jackson was been populated as Tier 3 which is incorrect. They should be blank since their Order Date was 1/12017 and 8/10/2017 which is not less than 12months from today.

Excel 2007 32 bit
[Table="width:, class:head"][tr=bgcolor:#E0E0F0][th] [/th][th]
A​
[/th][th]
B​
[/th][th]
C​
[/th][th]
D​
[/th][th]
E​
[/th][/tr]
[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
1​
[/td][td]Order ID[/td][td]Account Name[/td][td]Order Date[/td][td][/td][td]Tier (Should be the result)[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
2​
[/td][td]18JBP5008[/td][td]Robert Downey Jr[/td][td]
10/1/2018​
[/td][td]Tier 3[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
3​
[/td][td]18JBP5008[/td][td]Robert Downey Jr[/td][td]
10/1/2018​
[/td][td]Tier 3[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
4​
[/td][td]18JAK0336[/td][td]Chris Evans[/td][td]
10/1/2018​
[/td][td]Tier 2[/td][td]Tier 2[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
5​
[/td][td]18JAK0336[/td][td]Chris Evans[/td][td]
10/1/2018​
[/td][td]Tier 2[/td][td]Tier 2[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
6​
[/td][td]18JAK0335[/td][td]Chris Evans[/td][td]
10/1/2018​
[/td][td]Tier 2[/td][td]Tier 2[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
7​
[/td][td]18JAP2322[/td][td]Chris Hemsworth[/td][td]
1/1/2017​
[/td][td]Tier 3[/td][td][/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
8​
[/td][td]18JAP2322[/td][td]Chris Hemsworth[/td][td]
11/21/2017​
[/td][td]Tier 3[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
9​
[/td][td]18JAP2322[/td][td]Chris Hemsworth[/td][td]
12/21/2017​
[/td][td]Tier 3[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
10​
[/td][td]18JAP2322[/td][td]Chris Hemsworth[/td][td]
10/1/2018​
[/td][td]Tier 3[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
11​
[/td][td]18JAN1058[/td][td]Scarlett Johansson[/td][td]
10/1/2018​
[/td][td]Tier 3[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
12​
[/td][td]18JDM5411[/td][td]Jeremy Renner[/td][td]
8/2/2017​
[/td][td][/td][td][/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
13​
[/td][td]18JDM5411[/td][td]Samuel Jackson[/td][td]
8/10/2017​
[/td][td]Tier 3[/td][td][/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
14​
[/td][td]18JDM5412[/td][td]Samuel Jackson[/td][td]
10/2/2018​
[/td][td]Tier 3[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
15​
[/td][td]18JBM3812[/td][td]Mark Ruffalo[/td][td]
10/2/2018​
[/td][td]Tier 2[/td][td]Tier 2[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
16​
[/td][td]18JBM3813[/td][td]Mark Ruffalo[/td][td]
10/3/2018​
[/td][td]Tier 2[/td][td]Tier 2[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
17​
[/td][td]18JBM3814[/td][td]Mark Ruffalo[/td][td]
10/3/2018​
[/td][td]Tier 2[/td][td]Tier 2[/td][/tr]
[/table][Table="width:, class:grid"][tr][td]Sheet: Sheet1[/td][/tr][/table]
 
Upvote 0
In D2 control+shift+enter and copy down:

=IF(AND(C2>=EDATE(TODAY(),-12),C2<=TODAY()),LOOKUP(SUM(IF(FREQUENCY(IF($A$2:$A$17<>"",IF($B$2:$B$17=B2,MATCH($A$2:$A$17,$A$2:$A$17,0))),ROW($A$2:$A$17)-ROW($A$2)+1),1)),{0,"";1,"Tier 3";2,"Tier 2"}),"")
 
Upvote 0
Aladin Akyurek said:
In D2 control+shift+enter and copy down:

=IF(AND(C2>=EDATE(TODAY(),-12),C2<=TODAY()),LOOKUP(SUM(IF(FREQUENCY(IF($A$2:$A$17<>"",IF($B$2:$B$17=B2,MATCH($A$2:$A$17,$A$2:$A$17,0))),ROW($A$2:$A$17)-ROW($A$2)+1),1)),{0,"";1,"Tier 3";2,"Tier 2"}),"")
Click to expand...


Just one incorrect, but it's almost!

Excel 2007 32 bit
[Table="width:, class:head"][tr=bgcolor:#E0E0F0][th] [/th][th]
A​
[/th][th]
B​
[/th][th]
C​
[/th][th]
D​
[/th][th]
E​
[/th][/tr]
[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
1​
[/td][td]Order ID[/td][td]Account Name[/td][td]Order Date[/td][td][/td][td]Tier (Should be the result)[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
2​
[/td][td]18JBP5008[/td][td]Robert Downey Jr[/td][td]
10/1/2018​
[/td][td]Tier 3[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
3​
[/td][td]18JBP5008[/td][td]Robert Downey Jr[/td][td]
10/1/2018​
[/td][td]Tier 3[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
4​
[/td][td]18JAK0336[/td][td]Chris Evans[/td][td]
10/1/2018​
[/td][td]Tier 2[/td][td]Tier 2[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
5​
[/td][td]18JAK0336[/td][td]Chris Evans[/td][td]
10/1/2018​
[/td][td]Tier 2[/td][td]Tier 2[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
6​
[/td][td]18JAK0335[/td][td]Chris Evans[/td][td]
10/1/2018​
[/td][td]Tier 2[/td][td]Tier 2[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
7​
[/td][td]18JAP2322[/td][td]Chris Hemsworth[/td][td]
1/1/2017​
[/td][td][/td][td][/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
8​
[/td][td]18JAP2322[/td][td]Chris Hemsworth[/td][td]
11/21/2017​
[/td][td]Tier 3[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
9​
[/td][td]18JAP2322[/td][td]Chris Hemsworth[/td][td]
12/21/2017​
[/td][td]Tier 3[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
10​
[/td][td]18JAP2322[/td][td]Chris Hemsworth[/td][td]
10/1/2018​
[/td][td]Tier 3[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
11​
[/td][td]18JAN1058[/td][td]Scarlett Johansson[/td][td]
10/1/2018​
[/td][td]Tier 3[/td][td]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
12​
[/td][td]18JDM5411[/td][td]Jeremy Renner[/td][td]
8/2/2017​
[/td][td][/td][td][/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
13​
[/td][td]18JDM5411[/td][td]Samuel Jackson[/td][td]
8/10/2017​
[/td][td][/td][td][/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
14​
[/td][td=bgcolor:#E6B9B8]18JDM5412[/td][td=bgcolor:#E6B9B8]Samuel Jackson[/td][td=bgcolor:#E6B9B8]
10/2/2018​
[/td][td=bgcolor:#E6B9B8]Tier 2[/td][td=bgcolor:#E6B9B8]Tier 3[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
15​
[/td][td]18JBM3812[/td][td]Mark Ruffalo[/td][td]
10/2/2018​
[/td][td]Tier 2[/td][td]Tier 2[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
16​
[/td][td]18JBM3813[/td][td]Mark Ruffalo[/td][td]
10/3/2018​
[/td][td]Tier 2[/td][td]Tier 2[/td][/tr]


[tr=bgcolor:#FFFFFF][td=bgcolor:#E0E0F0]
17​
[/td][td]18JBM3814[/td][td]Mark Ruffalo[/td][td]
10/3/2018​
[/td][td]Tier 2[/td][td]Tier 2[/td][/tr]
[/table][Table="width:, class:grid"][tr][td]Sheet: Sheet1[/td][/tr][/table]
 
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