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display unique customer formula

  1. #1
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    display unique customer formula

    Hello -

    I attached a simple spreadsheet with sample data to highlight my struggle.

    I have many records for each customer, each record having a string of text (folder/file name) to identify documents related to that customer. I'm trying to simply identify each unique customer by showing the primary folder/file name for that customer (not the related folders/files). For example, I may have 100 records for Jane Doe, but I simply want to show the first folder/file name for "Jane Doe." Based on my data, I think I can do this by searching for folder/file names that end with "loan file/" and identify that record as a unique customer. My customer list is constantly changing, so I can't have a reference to "Jane Doe" in my formula. I just want to see one cell that I can identify Jane Doe as a unique customer.

    Thanks so much for any help!

    Jeff
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    Re: display unique customer formula

    It is not entirely clear to me what you mean. Maybe something like this. Otherwise, indicate the desired result in the file.
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    Re: display unique customer formula

    Maybe something like that:

    B5 = MID(C5,(SEARCH("Approved Loans",C5)+15),(SEARCH("loan file",C5))-(SEARCH("Approved Loans",C5)+15))
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    Re: display unique customer formula

    Those are both excellent solutions. In fact, they're more than I was hoping for. Thank you very much!!

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    Re: display unique customer formula

    Thank you, Vraag en antwoord! That is a great solution.

  6. #6
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    Re: display unique customer formula

    It appears I spoke too soon about the two great solutions I received. Those didn't work for other pieces of data.
    In the new attached sample spreadsheet I showed my desire result, manually.
    Thanks again for any help.
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  7. #7
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    Re: display unique customer formula

    Are you still using Excel 2010?
    Ali


    Enthusiastic self-taught user of MS Excel who's always learning!

    Forum Rules (updated September 2018): please read them here.
    How to use the Power Query code you've been given: help here. More about the Power suite here.
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  8. #8
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    Re: display unique customer formula

    Actually, I'm using Excel 2016.

  9. #9
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    Re: display unique customer formula

    Then please update your forum profile to Excel 2016. Thanks.

  10. #10
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    Re: display unique customer formula

    Please try at B5

    =IF(RIGHT(C5,10)="loan file/",TRIM(SUBSTITUTE(LEFT(RIGHT(SUBSTITUTE(C5,"/",REPT(" ",50)),100),50),"loan file",)),"")
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  11. #11
    Forum Moderator AliGW's Avatar
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    Re: display unique customer formula

    You could us PowerQuery. Here's the M Code:

    Please Login or Register  to view this content.
    Excel 2016 (Windows) 32 bit
    C
    26
    Sample Data Set
    27
    All Files/1. David's loans with John/5. Approved Loans/Todd & Tina Smith loan file/
    28
    All Files/1. Joe's loans with MyHang/2. In Process Loans/Robert & Mary Levander loan file/
    29
    All Files/1. David's loans with John/5. Approved Loans/Alice & Frank Jones loan file/
    Sheet: Sample data set
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