we are using excel to run a customer journey where we would like to find out after the first call what is the reason for calling.
So if for example cust ABC called regarding Billing query on the first call and the second call is Technical query. Does anyone knows if there is a formula in excel which uses the logic "for all first calls give me the reason for the second call"
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I've been trying to figure this out for the past two hours. I need to create a nested IF statement based on this info. Here's the question:
Incentive: A dollar amount which is based on a percentage discount of the house price as indicated on the Data section of the spreadsheet. It's given only to selected customers complying with any of these conditions:
The house located in New Jersey, zone 2 and is a multiple dwelling.
The house located in California, zone1.
The house located in Florida, single unit.
And here's an image of the Excel provided:
This is what I currently have:
=IF(OR((B10="New Jersey", C10="2", D10="Multiple"), (B10="California", C10="1")), ($B$4*E10), "No"
Any help is appreciated. Thanks in advance!
=IF(OR(AND(B10="New Jersey", --N(C10)=2, D10="Multiple"), AND(B10="California", --N(C10)="1"),AND(B10="Florida", D10="Single")), ($B$4*E10), "No")
You need to:
include a ANDstructure
get the right datatype for your C column (is it number, or is it text)
As previously stated, the error lies in your logic structure. Try the below formula:
=IFERROR(IF(OR(AND($B10="New Jersey",TEXT($C10,"#")=2,$D10="Multiple"),AND($B10="California",TEXT($C10,"#")=1),AND($B10="Florida",$D10="Single")),$B$4*$E10,"No"),"Error!")
We start with the OR function inside the IF function because we want to check if any of the following conditions are true. We follow that with three separate AND functions, each one testing your parameters. Should one of these AND functions return true for each statement within it, you will get $B$4*$E10 as your value; otherwise, we return No. I chose to wrap this all up in an IFERROR so that you can capture any potential errors (should they occur).
Also, I handled for the potential "number-formatted-as-text" issue by converting it to a number within the calculation.
I am creating a template for a schedule of items that requires an input sheet, in order to help with the cleanliness of the final table. However, I am having trouble with the last calculation.
I need an "if" statement to determine whether the item is either "Cash," "Cash Equivalent," "Short Term," or "Needs Research"(the "if false" value for the entire statement).
Code: =IF(I4='Product Codes'!B7OR(I4='Product Codes'!B8,I4='Product
Codes'!B9,I4='Product Codes'!B10,I4='Product Codes'!B11,I4='Product
Codes'!B12,I4='Product Codes'!B13),"Cash"and(if(Inputs!I4='Product
Codes'!B18or(Inputs!I4='Product Codes'!B19,Inputs!I4='Product
Codes'!B20,Inputs!I4='Product Codes'!B21),"Cash
Equivilents"and(if(Inputs!I4='Product
Codes'!B22or(Inputs!I4='ProductCodes'!B23),"Short-Term","Needs Research"))))"Needs Research")
(The above is a copy of the code that I have been tampering with. I think I have been closer but this is what I have)
In order for the items to reach one of these three classifications, they need to identify with one of five product codes that are listed in another sheet in the workbook. I would like this to be one statement, so that when the data dump comes, all that needs to happen is a copy/paste, and the schedule will be created. Please assist if possible, as any help would be appreciated! Thank you!
As per my comment in the Product Codes sheet I set up a small lookup table like this:
Then on my sheet I used a VLOOKUP with An IFERROR to deal with what was not found:
=IFERROR(VLOOKUP(I4,'Product Codes'!B:C,2,FALSE),"Needs Review")
I have a worksheet that I am trying to make more automated by providing users with updates, however I am having difficulty with getting a formula to work.
I am using a semi-large table (over 32 columns of information, 1,500 rows) but really only want to focus in on 2 columns for this issue. In column C I have the dates that a service order has been requested and in column D I have information that populates when a confirmation of the request is sent (if no request is sent, then it is blank). My hope is to be able to create a message box that alerts when the workbook opens and displays the number of order requests that are within 2 weeks of today that have not yet received a confirmation.
So far, it looks like my best option is to have hidden cells elsewhere that do the heavy lifting with formulas and then to display the values within a messagebox using a Workbook_Open event. I have been able to get a formula to display the number of requests that fit my time window:
=SUMPRODUCT((Table5[Date]>=TODAY())*(Table5[Date]<=TODAY()=14))
And this appears to be capturing the numbers that I need, however I am having difficulty integrating the second component that I need: whether or not a reply was sent. So far, my attempts at including some form of an AND qualifier within the formula has returned an error... I am hoping to be able to quantify within the formula something along the lines (logically) of this:
=IF(Table5[Reply]="" AND Table5[Date]>=TODAY()+14, SUMPRODUCT)
I know that the above won't work, but I am wondering if anyone has any pointers on how to modify this so that it can include both factors?
Many thanks!
Assuming you are looking at dates that are today and up to two weeks in the future, and that the Reply column is blank "" for those dates, then these formula will work for you:
Excel 2007 or higher:
=COUNTIFS(Table5[Date],">="&TODAY(),Table5[Date],"<="&TODAY()+14,Table5[Reply],"")
Backwards compatible:
=SUMPRODUCT(--(Table5[Date]>=TODAY()),--(Table5[Date]<=TODAY()+14),--(Table5[Reply]=""))
I am trying to test a dataset in a spreadsheet to see if a purchase was made by a first time customer or a returning customer. My columns are date, amount, and email, and I need a formula to test whether a customer is making a purchase for the first time. I am having trouble figuring out how to test the email against the rest of the dataset to see if it is the first time it has occurred. Please let me know if you need additional information, thank you so much!
You want "to test the email against the rest of the dataset to see if it is the first time it has occurred".
There are many functions that can accomplish this.
If the email you want to test is in cell F1, and the range of emails (the rest of the dataset) is in cells C2:C100, then use, e.g.,
=IF(ISERROR(MATCH(F1,$C$2:$C$100,0)),"Not found","OK")
I have a question that I a may not be thinking correctly about. But I have an a long excel file that I pull from somewhere else with the following columns:
Project_Name1, Employee_Name1, Date_Worked1, Hours_Worked1
In another sheet I have these columns
Project_Name2, Employee_Name2, Begin_Date2, End_Date2, Hours_Worked2
This second sheet is filled with data, and works just fine.
However, it turns out that I have some employee names that I do not know that are also working on the same project. I need to figure out the names of the employees and then sum the number of hours they worked for a given period.
So I need a lookup with three criteria:
Project_Name1 = Project_Name2
Employee_Name1 <> {Array of Employee_Name2}
Begin_Date2 <= Date_Worked1 > End_Date2
Returning Employee name.
Once I have the employee name, I can do a sumifs=() and get the total hours they worked no problem.
I have tried a number of combinations of Index Match functions, using ctrl-shift-enter... and have not been able to figure out it. Any help would be greatly appreciated.
What you're talking about doing is extremely complicated and a little bit past what Excel was designed to do by default. However, there are a few workarounds that you can use to attempt to get the information that you're looking for.
It's possible to do multiple-criteria VLOOKUPs and SUMIFs by concatenating fields to make a multi-part identifier (Ex: Insert a new column and have a forumla in it like =A1&B1)
Open a new workbook and use Microsoft Query (I'm not sure if you can select from more than one sheet, but if you can select from multiple sheets like tables you should be able to write a semi-complex query to pull the dataset you want.
http://office.microsoft.com/en-us/excel-help/use-microsoft-query-to-retrieve-external-data-HA010099664.aspx
Use the embedded macro feature and use visual basic script to write out your business logic. (Hotkey is ALT+F11)
One way to do this would be to first create an additional column to the right of entries on the sheet you're trying to pull employee_name from: =ROW()
You could then use an array formula like you were trying to implement to pull the corresponding 'match' row:
{=SUM((project_name1=projectname2)*(employeename1<>employeename2)*(begindate<=date_worked1)*(date_worked1>end_date2)*(match_column))}
You could then use this returned match_column entry within the index as you described to retrieve the appropriate entries.