I have a data set that has a list of interactions, including organization name, status of interaction, date of the interaction and score of the interaction. I am hoping to write a lookup that can find the score, for the most recent, completed interaction with each organization.
Example of what this looks like below.
I want to be write a lookup such that for each organization name it pulls the score for the most recent completed interaction
So for
Franks -> Should pull a 3
For Jims it would pull 4, because even though the score of 1 was more recent, that interaction is still pending
Etc etc for many installers
Not really sure how to get this to work. I can use Maxifs to return the max date value for a given installer and status, but not sure how to then translate that over to the score column?
Thanks
Example of what this looks like below.
I want to be write a lookup such that for each organization name it pulls the score for the most recent completed interaction
So for
Franks -> Should pull a 3
For Jims it would pull 4, because even though the score of 1 was more recent, that interaction is still pending
Etc etc for many installers
Not really sure how to get this to work. I can use Maxifs to return the max date value for a given installer and status, but not sure how to then translate that over to the score column?
Thanks
Organization Name | Interaction Status | Interaction Score | Interaction Date |
Jims | Complete | 2 | 1/1/2018 |
Franks | Complete | 3 | 1/1/2017 |
Franks | Pending | 3 | 2/1/2017 |
Jims | Complete | 4 | 9/1/2019 |
Jims | Pending | 1 | 10/1/2019 |
Jims | Complete | 3 | 2/1/2019 |
Jims | Complete | 4 | 2/1/2018 |