Trying to figure out nested IF AND OR statement... please help!

delacruza18

New Member
Joined
Feb 3, 2020
Messages
1
Office Version
  1. 2013
Platform
  1. Windows
Hello... I work as a Quality Assurance Analyst and I am needing assistance with coming up with a very complicated nested formula. I am creating an "accountability" track sheet for Agent's audit scored for each month.

Here is our workflow with their Supervisors/Management:
- Agent's monthly score fails to meet minimum standard (90%)
- 1:1 Coaching is provided by Supervisor the next month
- Agent's monthly score fails to meet minimum standard (90%) within 6 months
- 1:1 Coaching is provided by Quality Analyst
- If Agent fails the next month after being trained by the Quality Analyst, Supervisor/Manager takes disciplinary action.

I posted an example of what this would look like as an attachment. Basically, I am trying to figure out a formula that will take into consideration their scored for a rolling 6 month period... Keep in mind that the tracking would need to "reset" after the Agent meets a 90% or higher for a month completed... IS THIS EVEN POSSIBLE?! :(
 

Attachments

  • 2020-02-03_8-10-17.png
    2020-02-03_8-10-17.png
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  • 2020-02-03_8-17-02.png
    2020-02-03_8-17-02.png
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Excel Facts

Show numbers in thousands?
Use a custom number format of #,##0,K. Each comma after the final 0 will divide the displayed number by another thousand
Please try the follwing formula. It evaluates to TRUE if there is an event like you describe: two 90%- events in a row, preceded by another 90%- event at most 6 months before. It does not check if coaching took place. You can test it here.

J.Ty.

Book1
ABC
188.00%True
291.00%
399.00%
490.00%
596.00%
688.00%
790.00%
899.00%
989.00%
1088.00%
1196.00%
1299.00%
1394.00%
1480.00%
1598.00%
1698.00%
1795.00%
1894.00%
1989.00%
2090.00%
2190.00%
2290.00%
2390.00%
2490.00%
2590.00%
2690.00%
2790.00%
Sheet1
Cell Formulas
RangeFormula
C1C1=SUMPRODUCT(($A$6:$A$25<0.9)*($A$7:$A$26<0.9)*(($A$1:$A$20<0.9)+($A$2:$A$21<0.9)+($A$3:$A$22<0.9)+($A$4:$A$23<0.9)+($A$5:$A$24<0.9)))>0
 
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