I am trying to wrap my head around the functions of INDEX/MATCH/CHOOSE in excel. I have been looking up guides to see how the functions operate, however, I have hit a snag.
My spreadsheet has 2 sets of radio buttons.
One that has companies 1,2 & 3 on them
And the second is whether that company is using the corporate or individual trustee
The relevant data I have for this function is shown in the picture with the formula below:
=INDEX($L$4:$Q$5,CHOOSE(MATCH(N10,{0,500000}),AD2,1),MATCH(AF2,$L$2:$Q$2,0)+MATCH(M10,$L$3:$M$3,0)-1)
I have managed to get the parameters working to see when company 1,2 or 3 is clicked and if its a Corp. or Trustee, however, I cannot for the life of me work out how to get the values below IF the portfolio size (D5) is below 500,000 to display the other value...
The radio buttons for the company link to cell AF2
and the corp./indiv link to AD2
I have tried IF statements through the function however excel did not like the logic. I am sure this is a simple fix but it's throwing me off tenfold, so any help would be greatly appreciated :)
Please let me know if you need me to provide anymore information
Related
Ideally this file will take an Order number and based on certain column aspects feed it into the respective tab. (For Reference we will be taking data from a car repair shop to determine if the car being worked on has been scheduled for drop off, at the shop, or completed and left the shop.
For Example we will have an Order number for every Car we work on, this car will have a Date Started & date Completed. Based on these criteria it will take the Order Number and drop it into the correct Tab and the rest of the data will populate with xlookup (or up for something better to try). So as the life of the product is updated it flows to the appropriate tabs.
Data Tab --> Comprehensive List of all Cars(including cars not scheduled) --> Cars being worked on --> Completed Cars
I figured 90% of this can be solved using xlookup and IF statements but where I get stumped is how do I pull the specific Order Numbers into the respective tabs from the Data tab.
I am aware that I need to create a formula to check if a car has been scheduled for drop off vs it being finish so it doesn't find it's way into the complete tab but that should be easy once I am able to pull Order number's into the file.
Not Necessarily looking for an answer but some topics/videos to point me in the right direction:)
I have tried just pasting the data and xlookup the details from the Order Number but that just brings back the manual aspect of the workbook.
the way i am thinking about this is java terms would be:
If(order # = In Shop)
RO# Populates into "cars being Worked on" Tab
but for each tab
Am I going to need to use VBA/Macro to get the desired result or is there something simpler I am missing?
Not Necessarily looking for an answer but some topics/videos to point me in the right direction:)
If you don't want to build a VBA implementation, I'd look into using Power Query. I find Power Query to be a pretty low barrier tool as it has quite an intuitive UI and loads of material on the web.
This implementation would most likely have an input table on one tab and then the other tabs (WIP, Completed, etc.) would be connected to this input table.
Could somebody please help me create a search feature in Excel, intended as a contact lookup? I'm reasonably comfortable in Excel up to 2016 but have no VBA knowledge so I hope this can be done without it. Using Excel 365 and it will be published to Sharepoint to specific users. I know it's poor practice on here to rely on sample data so I'll do my best to explain with a couple of screenshots.
Situation:
I have a raw data sheet containing 50,000 rows (CustomerName, ID, City, Country, EmailAddress etc). Our sales team need to look up contact details but only if they know the customer's name, or part thereof.
I need to hide the underlying data but a rudimentary system is acceptable, we just don't want to serve it up on a platter. The basic shove-it-under-the-mattress method by making it all white text; lock all cells; hide all rows and columns; password protect and hide the sheet is fine for now - no one will be determined enough to start picking that apart.
I've searched here and while there are similar results, nothing really fits perfectly. The most suitable so far was on extendoffice which doesn't quite suffice (will put link in attachment). It utilises SEARCH, RANK, ROW and VLOOKUP functions, the interaction of which I don't entirely understand, but it works.
Interim steps for the lookup function on sheet "Search"
Issues with current concept:
There's no discernable order to the results. The RANK and ROW functions seem to randomly assign ranks, and when you get 50+ results with no way of sorting it will be frustrating.
Whenever one person queries it undoes the last person's search. Expected, but not nice
Partial string search with results unsorted
Additionally:
This doc will be on Sharepoint, directly accessible by ~20 people. Ideally, when one person searches it won't change on someone else's screen
Results should appear alphabetically by customer name
Nice to haves:
Add another criteria to search by. Eg City or Account Manager - doesn't have to stack
Select and copy the contents of a cell (eg email address), but not allow editing of the value or formula. If not possible I'll leave the cells completely locked as the trade-off of accidentally overriding a formula is not worth it.
Any help would be super appreciated
I am trying to add check boxes to a simple data entry form (I didn't use VBA) to monitor defect types. The problem that I am facing right now is that if an user select more than one check box (there are 15 different check boxes options), I would like to see the chosen options in different cells. I was trying to use the following formula for the each of 15 options:
=if(a1=TRUE,"Name of the defect","")
and then using this other formula to see the name of the defect:
=concatenate(a1,a2,a3,a4,a5,a6,a7,a8,a9,a10,a11,a12,a13,a14,a15,a15)
And this works fine if the person only selected only one defect type, but the problem is that if someone selects more than one type, it will appear: "Defect type1Defect type2". I was thinking to add commas but I would like to see those defect types in other cells instead of having all errors listed inside the same cell. What do you suggest me?
I have 3 different planting suppliers. Each supplier has prices for each of my areas (States). Normally, I’ve used the tab called Combined Bids and done the arithmetic on my own.
Combined Bids
I’d like to make something where I can choose from dropdowns and it give me the price based on the dropdowns I choose.
For instance, if I chose Alabama, Reforestation Specialists, Loblolly, 8x10, and Hoedad on the “Interface” tab it would return $52.06.
"Interface"
Lists
I’ve tried using IF statements in the data validation, but I never seem to get it correct. Thought about a Lookup table but I don’t know.
How would you do it? Any information or help would be greatly appreciated. Thanks so much. I'd be happy to share the spreadsheet as well. I didn't see a place to upload it. Again thanks!
You can create a drop down list using Data Validation
and then get the value using the VLOOKUP function
This is something you might want to look into.
I'm wondering if it is at all possible to use Data Validation in Microsoft Excel (2007) without creating a Drop Down list.
I'm currently creating a seating plan for work. I want the user to have the ability to freely type in the name in a cell (Desk). There are 7 teams of approximately 10-12 people. so finding a name in a long list would take up too much time. however the name typed in the cell has to be be an exact match from a list stored else where in the spreadsheet. The reason for this is i use a formula to show if everyone has been seated or not.
if a name is typed in and its not an exact i would like for an error message to pop up.
Any ideas if this is even possible?
im open to VBA. but a complete noob when it comes to VBA.
Thanks in advance.
Tom
To get DV without the drop-down, use the Custom > Formula option. Here is an example:
Only the set defined by the formula will be accepted and no drop-down will appear when the cell is clicked.