Let me try this again, I've been searching the web and can't seem to find anything. What i'm trying to do is in excel have a bunc of named range list conditional based on a value of another cell. The problem I'm running into character limit when I setup the data validation and put all my IF statements in source textbox. If i just put two conditions it seems to work fine, but that won't work for me. Here is my example data, based on the B column value I want to display the valid sub-items for it. Like I mentioned I have 20 or so different possible values that could be in column B.
B C
1 ENG dropdown of all engineering sub-categories
2 PRO dropdown of all production sub-categories
3 PER ...
4 PAY
5 ENG dropdown of all engineering sub-categories
6 ENG dropdown of all engineering sub-categories
When i try to setup my data validation list on column C1, I put in the following...
=IF($E$5="CAR", CA,
IF($E$5="DCC", DCC,
IF($E$5="ENG", ENG,
IF$E$5="ENV", ENV,
IF$E$5="FBI", BI,
IF$E$5="FGL", GL,
IF$E$5="FAP", AP,
IF$E$5="FRE", AR,
IF$E$5="FTX", Tax,
IF$E$5="ORM", OAR,
IF$E$5="PAY", PAY,
IF$E$5="PIR", PER,
IF$E$5="PRO", PRO,
IF$E$5="PUR", PUR,
IF$E$5="RSK", RM,
IF$E$5="SLM", Sales,
IF$E$5="WFS", WAR)))))))))))))))))
I'm only able to type in maybe half of my IF condition. I tried VLOOKUP but that only allows for 1 value to be put in column C, and I want it to be a dropdown. Any help would be much apprecriated.
You can do this in a much shorter formula by combining VLOOKUP and INDIRECT:
Have you list of of potential names in column B and their corresponding range names somewhere in two columns, e.g. column X & Y:
Col X Col Y
CAR CA
DCC DCC
ENG ENG
ENV ENV
FBI BI
...
Then use the following formula as the source of the list in the Data Validation:
=INDIRECT(VLOOKUP($E$5,$X:$Y,2,0))
Actually, with this approach you can potential even save the effort of naming and maintaining the manual range names! Instead, just replace the name of the named range with the real address - which - with a bit of luck and smart formula engineering - you can derive automatically. This depends on your data structure, but most likely the functions ADDRESS, COUNTA, OFFSET, INDEX and MATCH will be helpful.
E.g. if your lists would be stored in another worksheet with the name of the list in the first row and the elements listed below each header, this example file will provide you the example formulas. One step further, it'll also use conditional highlighting to mark any entry that is invalid, e.g. because the type was changed after the selection:
Related
Although I have some experience in VBA I still consider myself a novice. Just something to keep in mind.
I have a monthly report of a workbook with three worksheets that I am writing a macro for to combine and restructure the file for the output. My issue is that I have data in one column that contains information that I must extract some text, change the case and write back to the same cell. The text is, generally, a company name which will not start in the same location from company to company. Since VBA does not use wildcards (something I am accustomed to) I am finding it difficult to formulate a means to attain my task. I thought, once I located the 'name' I could reference a table and extract the modified name I need and rewrite to the cell. Here is an example of some input:
Col A Col B Col C
ASTRO #256 ASTRO Astro
DEBIT PURCH VISA CHEVRON 02 CHEVRON Chevron
SMART FOODSERVICE SMART FOOD Smart Foodservice
The value in column B is what I need to find in Column A and then take the value from Column C moved to Column A
I know I can do countless IF ELSE nests but I would rather have a separate table of col B and C in which to add new accounts as they arise. But that would require the code to be generic enough so the only updates are to the table and not the code. I understand I may be forced to do both but I suspect there is a more efficient way to do this.
Any thoughts? Thanks, Jeff
Part 1:
Cross Reference Column A Sheet 1 to find a matching value on Column A Sheet 2, and then fill in corresponding Column B, C, D Values from Sheet 2 for Sheet 1.
I have 2 sheets:
Sheet 1: Company & Representative
Sheet 2: Company & Client first name, Client Last Name, Client Email
I want to match to put in new columns on Sheet 1 that have the client first name, last name, and email based on the company matching ( they do not match by cell #).
Does anyone have any advice on how to do this? I've got about 2000 and know there must be a better way than manual.
Part 2:
Is it possible to use a similar formula to populate paragraph text in another column if the company name contains certain text or letters? Say the company titles are various and long but each contains adjectives that can help distinguish their industry or years of experience, then is it possible to make another column including 10+ possible conditions to fill out different paragraphs depending on the conditions met?
So for example have company names in column A drive company industry supply list (that will be in paragraph form) in column J. Here is an example:
Column:
ABC level 1
ABC level 2
ABC Levels Elementary
ABC Levels Advanced
BCD Level 4
BCD Level All
BCD Level Intermediate
(continued until infinity..)
XYZ Company Level 12
If Level 1-6 or Elementary: Input >
Eucalyptus is one of three similar genera that are commonly referred to as "eucalypts",
If level Intermediate: Input>
Tree sizes follow the convention of:
If Level Advanced: Input >
A mature eucalyptus may take the form of a low shrub or a very large tree. The species can be divided into three main habits and four size categories.
If level all: Input >
Eucalyptus is one of three similar genera that are commonly referred to as "eucalypts"
+
Tree sizes follow the convention of:
+
A mature eucalyptus may take the form of a low shrub or a very large tree. The species can be divided into three main habits and four size categories.
eucalyptus copy used for example only and to educate us all on the eucalyptus plant of course. ** changed the copy to shorter so we can more easily read the example**
enter image description here
Thanks so much!
Kalina
Say if I have a Sheet2 with data like the picture showing below:
My Sheet1 should look like this:
There are at least two ways to accomplish your goal:
VLOOKUP (show in column C, Matching 1):
=VLOOKUP(A2,Sheet2!$A$2:$D$8,2,0)&", "&VLOOKUP(A2,Sheet2!$A$2:$D$8,3,0)&", "&VLOOKUP(A2,Sheet2!$A$2:$D$8,4,0)
The VLOOKUP just repeated three times to concatenate the first name, last name and the email.
INDEX/MATCH (show in column D, Matching 2):
=INDEX(Sheet2!$A$1:$D$8,MATCH(A2,Sheet2!$A$1:$A$8,0),2)&", "&INDEX(Sheet2!$A$1:$D$8,MATCH(A2,Sheet2!$A$1:$A$8,0),3)&", "&INDEX(Sheet2!$A$1:$D$8,MATCH(A2,Sheet2!$A$1:$A$8,0),4)
Similar to VLOOKUP to repeat three times.
Hope this helps and let me know if you have any question.
Here is how you can do for your part 2:
For example you have setup a table to show different levels and descriptions (Column D and E). And you want to find the description under column B from the given company info on column A. Here is the formula you want to enter in cell B2 and copy/drag down.
=IFERROR(VLOOKUP(RIGHT(A2,LEN(A2)-FIND("Level",A2)+1),$D$2:$E$11,2,0),"Please verify company name")
What this does is first, use RIGHT(A2,LEN(A2)-FIND("Level",A2)+1) to find which level keyword inside the company name. Then use VLOOKUP to look the matching level and grab the description from column E. I also added an IFERROR just in case someone entered an incorrect name. You can change that message output to anything you like. Hope this will solve your problem and let me know if you have any question.
I would suggest putting data info on each tab into a tables, and then using an Index-Match or a vlookup to pull the data from the other table that matches. It's hard to give an exact answer without an image/example.
Background is that I'm making a budget spreadsheet. I have different bills due on different days. (ie. bill due on Monday and bill due on the 10th)
I want a function that will place the appropriate amount of money going in/out in column D and the description of why the money is going in/out in column E.
Currently I have two different formulas that I created (probably incorrectly).
Formula for Column E: (Already is in the document and seems to work fine other than that fact that I cant add additional text to the cell)
=IF(DAY(C36)=7," Amy Pay","")&IF(DAY(C36)=22," Amy Pay","")&IF(DAY(C36)=8," Family Bills","")&IF(DAY(C36)=6," Dollar Shave Club","")&IF(DAY(C36)=2," Amy Cap One VISA","")&IF(DAY(C36)=3," Chase VISA","")&IF(DAY(C36)=8," Being Smart","")&IF(DAY(C36)=17," Gym","")&IF(DAY(C36)=11," Netflix","")&IF(DAY(C36)=19," Cap One MC","")&IF(DAY(C36)=29," CenturyLink","")&IF(DAY(C36)=6," Haley Cap One Visa","")&IF(DAY(C36)=10," SRP","")&IF(DAY(C36)=23, "Car Payment","")&IF(DAY(C36)=30, "Rent","")&IF((B36)="Mon"," Monday","")&IF((B36)="Fri"," Friday","")&IF((B36)="Fri"," Haley Pay","")
Formula for Column D: (not in the column yet, as it doesn't work how I want)
=IF(DAY(B40)=7,"1474.22","")&IF(DAY(B40)=22,"1474.22","")&IF(DAY(B40)=8,"-100","")&IF(DAY(B40)=6,"-9","")&IF(DAY(B40)=2,"-100","")&IF(DAY(B40)=3,"-100","")&IF(DAY(B40)=8,"-400","")&IF(DAY(B40)=17,"-20.05","")&IF(DAY(B40)=11,"-8.63","")&IF(DAY(B40)=19,"-450","")&IF(DAY(B40)=29,"-50","")&IF(DAY(B40)=6,"-150","")&IF(DAY(B40)=10,"-200","")&IF(DAY(B40)=23,"-325","")&IF(DAY(B40)=30,"-500","")&IF((A40)="Mon","-125","")&IF((A40)="Fri","-325","")&IF((A40)="Fri","400","")
http://imgur.com/IBINweh
The problem is that in column D, rather than providing a sum of the numbers, it lists the numbers in the column.
http://imgur.com/rPDS5h2
I had a suggestion to add =SUM( in front of the IF( function, but when I do, #VALUE! is what results in the field. Using this formula: (view image by changing appended text to /CVs0f1v )
=SUM(IF(DAY(B40)=7,"1474.22","")&IF(DAY(B40)=22,"1474.22","")&IF(DAY(B40)=8,"-100","")&IF(DAY(B40)=6,"-9","")&IF(DAY(B40)=2,"-100","")&IF(DAY(B40)=3,"-100","")&IF(DAY(B40)=8,"-400","")&IF(DAY(B40)=17,"-20.05","")&IF(DAY(B40)=11,"-8.63","")&IF(DAY(B40)=19,"-450","")&IF(DAY(B40)=29,"-50","")&IF(DAY(B40)=6,"-150","")&IF(DAY(B40)=10,"-200","")&IF(DAY(B40)=23,"-325","")&IF(DAY(B40)=30,"-500","")&IF((A40)="Mon","-125","")&IF((A40)="Fri","-325","")&IF((A40)="Fri","400",""))
Any ideas on how I can get all the to populate and sum appropriately?
Forgive my Non Excel Guru knowledge - trying to learn. :D
-Amy
If you take all of the options from your first working formula and change the method retrieving them, you will have a much more versatile worksheet that can easily accept new additions and schedule modifications.
In a couple of unused columns to the right, pit in the day-of-month and the action that occurs. I'm using columns Y & Z. You have two events occurring on the 6th so I put them together.
In a couple of other unused columns use the day-of-the-week and associated text.; I've used columns V & W. The default for Sunday is 1.
In E36 use this formula, =TRIM(IFERROR(VLOOKUP(DAY(C36),$Y:$Z, 2, FALSE), "")&" "&IFERROR(VLOOKUP(WEEKDAY(C36),$V:$W, 2, FALSE), ""))
Fill down as necessary.
If you want the day-of-the-week in column B, use =C36 and use a custom number format of ddd or dddd.
References:
VLOOKUP function WEEKDAY function
You are concatenating text strings that look like numbers. You probably want to be adding real numbers:
=SUM(IF(DAY(B40)=7,1474.22,0) + IF(DAY(B40)=22,0) + ...
although, whenever I see a formula as complex as what you have, I would consider looking for a different solution -- Vlookup comes to mind.
In addition, with a VLOOKUP table, you would have seen that you have some conflicts -- e.g: you list the same condition of B40=8 to return two different values; and the same condition of A40 = Fri, to also return two different values.
I'm trying to build a spreadsheet to help automate points scoring for an office F1 fantasy league we have.
I've attached an example data set, but basically I need to search a range, then count how many times the constructor appears in the numbered positions (discounting R, D as they've not finished), then carry this over to the standings.
I also need to do something similar for the top 10 which says if 2 cars from the same constructor (Mercedes, Mercedes) appear in positions 1-10 then add points to the standings.
In the working model the data for race1 is direct from the BBC via web query, so how they appear with 'driver' in between is how it must remain (I also have other actions running which lookup the driver info, so can't be moved).
I've popped the example on my drive here and updated version.
You need to be consistent with spellings or this won't work, but for standings B2 you might try:
=IF(COUNTIFS(race1!C:C,A2,race1!A:A,"<>D",race1!A:A,"<>R")=2,20,IF(COUNTIFS(race1!C:C,A2,race1!A:A,"<>D",race1!A:A,"<>R")=1,7,-15))
and in C2:
=COUNTIF(race1!$C$2:$C$11,A2)*10
both copied down to suit.
Edit for number of cars in column B change first formula to:
=COUNTIFS(race1!C:C,A2,race1!A:A,"<>D",race1!A:A,"<>R")
and for points put first formula in C2 (copy both down to suit).
Is it possible to parse/cast text (like "=A1+A2") as a formula in MS Excel? I want to build a formula from pieces of text - some of which will only be typed in later by a user.
If the INDIRECT() function did not only work for referencing cells, then I could have typed this =INDIRECT("=A1+A2").
I know you can a work around this problem by simply adding a lot more hidden columns to do sub calculations. But for the sake scalability and efficiency, I would rather do something like the above.
I found a similar questions here and here, yet they don't solve my problem.
The Real-world problem:
Read on for a better understanding as to why you would want to do the above
Scenario
Each item in the list consists of a string, which contains anywhere from 1 to 5 account names each. Each account name is followed by an account number in brackets. The length of the number determines the type of account. Part of the account number is a date, of which the date format depends on the type of account. Further more, each account type may have more that 1 account-number length associated with it, although each number-length[*] is only associated with 1 account type.
Objectives
Extract account-names and their respective account-numbers and account-types from a list.
Make an assumption as to the account-type from the account-number
Validate this assumption by inspecting the build of the number and elements in the name
Check the validity of the account-numbers depending on their type.
The tricky part (this is where my problem lies)
The account-types and their respective account-number-lengths are not known before hand, and are typed into a table by the user of the sheet, specifying a type of account and the number-lengths associated with this account-type. The user should type this into a list - not go and tinker around with delicate formulas
Done so far
Column A: Contains the raw data (each cell has up to 5 names and numbers)
Columns B..F: Each column extracts 1 name, remains empty if all are already extracted
Columns G..K: Each column extracts 1 number corresponding to its name in columns B..F, remains empty if all are already extracted
Columns L..P: Each column calculates the length of the corresponding number in columns
G..K
Now the user would type the following details into a table which assigns certain number-lengths an account type:
TYPE2, BUSINESS, (OR(length=13,length=6))
where length will later be replaced with the cell address which contains the calculated account number-length.
What I want to do now
Columns Q..U:
Should all indicate the account-type of the corresponding account-number in columns G..K. The idea is to build a nested if-elseIf-elseIf formula using the criteria typed in by the user as specified above. Example of one of the elseIF statements:
SUBSTITUTE(CONCATENATE("=IF(",criteria,",",type,",",errCode)),"length","O10"))
All of these elseIf statements will then be concatenated together to form a master formula which will then need to be parsed/cast as a formula to calculate the account-type
This proposal uses only 5 columns (1 for each account-number, containing the master formula) and a table specifying account-types and criteria, also keeping the user away from formulas. Editing 1 line of code (the criteria) will update all formulas. Efficient & Scalable.
Since the user should never tinker around with the formulas under the hood, a simple 1 column if-elseIf-elseIf is out of the question. The alternative to the above would be to make a separate column to test for each account-type for each account-number. Separating/Abstracting out each test to its own column results in much better readability, easier editing & much less debugging - Unless you like multi-screen-wide-formulas. Example: 5 account-numbers * 10 possible account types = 50 extra columns.
Each edit to any criteria needs to copied to 4 other non-adjacent columns and drag-filled down 10,000 rows (columns can not be adjacent since it is effectively a 5x5 array of columns). Not Efficient nor scalable. Unless I'm missing some elegant way of updating non-adjacent formulas in a single click
The rest of the validations error indications are trivial.
Sample data
Tshepo Trust (6901/2005) Marlene Mead (8602250646085)
Great Force Inv 67 Pty Ltd (200602258007)
Jane (870811) Livingstone (6901/2005) Janette Appel (8503250647056) James (900111)
I know all this would probably be much easier to achieve with clever usage of VBA, eliminating all the need to simulate abstraction, encapsulation, multi-dimensional arrays and functional programming on a spreadsheet. But until I can program in VBA, worksheet formulas will be my refuge.
[*]: account number-length could also be described as the amount of digits in the number or as indicated by this formula: LEN(accNumber)
In VBA you have access to Cell.Formula.
I usually used Range to peek a cell by address.
I'm not sure if this would answer your question(it's a very detailed question!), but if your user was entering the account numbers in a table (I'm calling it 'RefTable') , that was:
Length of account number | business type
----------------------------------------
6 | Accountant
8 | Advisor
Then you could just use a vlookup on the length of the account number, given you've already separated them out.
=vlookup(len(accNumber), Reftable, 2, false)
Make sure that you either use a dynamic range name, or specify plenty of space below in RefTable, so that when your users add types, they don't get lost.
Also, if you have two different accounts with the same length, this could get you into trouble.