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Chart with different qualifications

  1. #1
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    Chart with different qualifications

    Hello,

    I have different insurance companies that have different requirements for drivers, vehicles, time with license, regions, vehicle type, etc. I want to create a chart that shows this data and have a separate sheet where it asks a few questions about our client and depending on the answers, it will tell you which companies will accept the risk. I don't even know where to start with this. Maybe creating a chart with different rows and columns showing the requirements for each company and using xlookup? I have done simple charts and conditionals but this is beyond what I have done in the past.

    I could also do more research but don't know what the best method would be so I could build on that.

    Any help would be greatly appreciated.

  2. #2
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    Re: Chart with different qualifications

    See the top banner for how to attach a workbook. Populate it with just enough information to demonstrate the functionality. In this case, two or three insurance companies.

    Without seeing the criteria it would be difficult to design the logic. For example in type vehicle, a company may accept sedans, SUV and Trucks. So in the vehicle type field you can have Sedan,SUV,Truck and the formula =ISNUMBER(FIND(Vehicle_Type,"Sedan,SUV,Truck")) will be true if the vehicle_type is one of the three. If it is, say, "Motorcycle" then it would yield FALSE.
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

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    Re: Chart with different qualifications

    Thanks for the help. I did not have much of a workbook created per say since I did not know where to start. I ended up creating various charts for every question that used vlookup and then using some formulas, some including the formula you suggested but I am now pretty deep in the process but I hit a snag. I have the following formula:
    Formula: copy to clipboard
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    The text contained in the referenced cell "Guidelines!D8" contains the following values:
    2,3,4,6,7,8,10,11,12,13,14,15,16,20,22,23,25,26,27,28,31,32,33,34,35,36,37,38,40,41,42,43,44,45,46,48,49,50

    The issue I am having is that I am trying to avoid the number "5". As you see, "5" is not an option in the values on that cell, however "5" is part of "15", "25", "35","45",and "50".

    The formula triggers a "1" or True since it detects the number "5" in the that cell but being part of "15", "25", "35","45",and "50" but I want it to come back as "0" or false because "5" is not an option in the list as a whole.

    I attached a sample Excel for reference purposes. The cell with the formula is in KeysCarrrier!C13
    Attached Files Attached Files
    Last edited by elecgenius; 02-17-2022 at 04:16 PM. Reason: Attached Sample

  4. #4
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    Re: Chart with different qualifications

    Perhaps the following would work:
    Formula: copy to clipboard
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    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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    Re: Chart with different qualifications

    JeteMc, thanks for the help. It worked.

    I did just ditch this process last night and ended up putting the abbreviated states instead of the numbers and the formula I had worked for some reason. I will be replacing it with your format in order to make it bulletproof.

    Thanks again!

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    Re: Chart with different qualifications

    You're Welcome and thank you for the feedback. Please take a moment to mark the thread as 'Solved' using the thread tools menu above your first post. I hope that you have a blessed day.

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