+ Reply to Thread
Results 1 to 20 of 20

How to categorize using multiple currency rate

  1. #1
    Registered User
    Join Date
    11-21-2020
    Location
    Manila Philippines
    MS-Off Ver
    365
    Posts
    34

    How to categorize using multiple currency rate

    Hi, All

    I would like to seek assistance. Just want to confirm if there is a way for me to obtain the data without vba coding involved?
    The scenario is in column A, there are 2 different teams involve name as "Plato" and "Maxwell"

    I want to categorize them based on the price. However case contains multiple condition.

    Scenario is any cell with "X" in column D have a threshold of 50,000USD while those with blank have a threshold of 5000USD
    However the problem is not all lines have the same currency. And the data does not have any exchange rate reference. Is there a way to do this without referencing any cell or sheet?

    Another scenario is if the ticket number in column B is the same, and if these line items contains above 5000 usd then it should be automatically tagged to Maxwell team. Ticket number can contain multiple lines. see column C.

    I tried doing simple IF function however the multiple condition gets me the problem.
    I hope that you can help me with this.

    Thank you!
    Attached Files Attached Files

  2. #2
    Forum Moderator Glenn Kennedy's Avatar
    Join Date
    07-08-2012
    Location
    Digital Nomad... occasionally based in Ireland.
    MS-Off Ver
    O365 (PC) V 2403
    Posts
    44,053

    Re: How to categorize using multiple currency rate

    So how is Excel supposed to know the EUR to USD (or any other) exchange rate????

    You could hard code it into a formula, but it would be FIXED.

    You need either to refer to a concersion rate table or to an online source.
    Glenn




    None of us get paid for helping you... we do this for fun. So DON'T FORGET to say "Thank You" to all who have freely given some of their time to help YOU.

    Temporary addition of accented to illustrate ongoing problem to the TT: L? fh?ile P?draig sona dhaoibh

  3. #3
    Registered User
    Join Date
    11-21-2020
    Location
    Manila Philippines
    MS-Off Ver
    365
    Posts
    34

    Re: How to categorize using multiple currency rate

    Quote Originally Posted by Glenn Kennedy View Post
    So how is Excel supposed to know the EUR to USD (or any other) exchange rate????

    You could hard code it into a formula, but it would be FIXED.

    You need either to refer to a concersion rate table or to an online source.
    ===========================

    Hi Glenn,

    You are totally right given that value is dynamic. I have attached a revision of the excel with a sheet for exchange rate.

    Thank you
    Attached Files Attached Files

  4. #4
    Forum Moderator Glenn Kennedy's Avatar
    Join Date
    07-08-2012
    Location
    Digital Nomad... occasionally based in Ireland.
    MS-Off Ver
    O365 (PC) V 2403
    Posts
    44,053

    Re: How to categorize using multiple currency rate

    Better!! For the first part... what does your expected result look like??

  5. #5
    Registered User
    Join Date
    11-21-2020
    Location
    Manila Philippines
    MS-Off Ver
    365
    Posts
    34

    Re: How to categorize using multiple currency rate

    Quote Originally Posted by Glenn Kennedy View Post
    Better!! For the first part... what does your expected result look like??
    Hi Glenn,

    The expected result would be the one showing in column A. Either Maxwell or Plato

  6. #6
    Forum Moderator Glenn Kennedy's Avatar
    Join Date
    07-08-2012
    Location
    Digital Nomad... occasionally based in Ireland.
    MS-Off Ver
    O365 (PC) V 2403
    Posts
    44,053

    Re: How to categorize using multiple currency rate

    that's the second part, not the first. In any event... You are expecting a column to conatain a value... and a formula. You can't have that (without VBA). This is as close as you'll get:

    Assign Maxwell
    =IF(AND(COUNTIFS(C$2:C9,C2)>1,COUNTIFS(C$2:$C$9,C2,$I$2:$I$9,">5000")),"Maxwell",A2)


    USD equivalent
    =$G2/VLOOKUP($H2,'Exchange rate'!$A:$B,2,FALSE)

    Threshold
    =IF(I2>IF(E2="X",50000,5000),"Exceeded","OK")
    Attached Files Attached Files

  7. #7
    Registered User
    Join Date
    11-21-2020
    Location
    Manila Philippines
    MS-Off Ver
    365
    Posts
    34

    Re: How to categorize using multiple currency rate

    Quote Originally Posted by Glenn Kennedy View Post
    that's the second part, not the first. In any event... You are expecting a column to conatain a value... and a formula. You can't have that (without VBA). This is as close as you'll get:

    Assign Maxwell
    =IF(AND(COUNTIFS(C$2:C9,C2)>1,COUNTIFS(C$2:$C$9,C2,$I$2:$I$9,">5000")),"Maxwell",A2)


    USD equivalent
    =$G2/VLOOKUP($H2,'Exchange rate'!$A:$B,2,FALSE)

    Threshold
    =IF(I2>IF(E2="X",50000,5000),"Exceeded","OK")
    Thank you for this. Question though, what for example the unique value is not sorted. meaning items in row 8 is in row 1. Can the count if still work?

  8. #8
    Forum Moderator Glenn Kennedy's Avatar
    Join Date
    07-08-2012
    Location
    Digital Nomad... occasionally based in Ireland.
    MS-Off Ver
    O365 (PC) V 2403
    Posts
    44,053

    Re: How to categorize using multiple currency rate

    What happened when you tried it?

  9. #9
    Registered User
    Join Date
    11-21-2020
    Location
    Manila Philippines
    MS-Off Ver
    365
    Posts
    34

    Re: How to categorize using multiple currency rate

    Quote Originally Posted by Glenn Kennedy View Post
    What happened when you tried it?
    the return was 0 even though i have extended the range

  10. #10
    Forum Moderator Glenn Kennedy's Avatar
    Join Date
    07-08-2012
    Location
    Digital Nomad... occasionally based in Ireland.
    MS-Off Ver
    O365 (PC) V 2403
    Posts
    44,053

    Re: How to categorize using multiple currency rate

    Diagnosing invisible problems is not easy. Post the sheet.

  11. #11
    Registered User
    Join Date
    11-21-2020
    Location
    Manila Philippines
    MS-Off Ver
    365
    Posts
    34

    Re: How to categorize using multiple currency rate

    Quote Originally Posted by Glenn Kennedy View Post
    Diagnosing invisible problems is not easy. Post the sheet.
    Hi Glenn,

    See attached scenario. The column A is where the result should be in. Formula should not reference in A2.
    In this particular scenario, i have added a new line which is 10 and 11. These lines have the same request ticket number (highlighted in blue). For B11, given that the price is above 5KUSD, the end result in A11 and A7 should be Maxwell given that either one of those row contains above than the threshold.
    Attached Files Attached Files
    Last edited by 34to35; 03-29-2021 at 07:39 AM.

  12. #12
    Forum Moderator Glenn Kennedy's Avatar
    Join Date
    07-08-2012
    Location
    Digital Nomad... occasionally based in Ireland.
    MS-Off Ver
    O365 (PC) V 2403
    Posts
    44,053

    Re: How to categorize using multiple currency rate

    I am now confused, as you seem to have changed the "rules" for column A..

    maybe this:

    =IF(AND(COUNTIFS(B:B,B2)>1,COUNTIFS(B:$B,B2,$H:$H,">5000")),"Maxwell","Plato")

    If not... please re-state the RULES.
    Attached Files Attached Files

  13. #13
    Registered User
    Join Date
    11-21-2020
    Location
    Manila Philippines
    MS-Off Ver
    365
    Posts
    34

    Re: How to categorize using multiple currency rate

    Quote Originally Posted by Glenn Kennedy View Post
    I am now confused, as you seem to have changed the "rules" for column A..

    maybe this:

    =IF(AND(COUNTIFS(B:B,B2)>1,COUNTIFS(B:$B,B2,$H:$H,">5000")),"Maxwell","Plato")

    If not... please re-state the RULES.
    this now worksss!!! thank you so much Glenn. :D

  14. #14
    Forum Moderator Glenn Kennedy's Avatar
    Join Date
    07-08-2012
    Location
    Digital Nomad... occasionally based in Ireland.
    MS-Off Ver
    O365 (PC) V 2403
    Posts
    44,053

    Re: How to categorize using multiple currency rate

    You're welcome... and thanks for the feedback.

  15. #15
    Registered User
    Join Date
    11-21-2020
    Location
    Manila Philippines
    MS-Off Ver
    365
    Posts
    34

    Re: How to categorize using multiple currency rate

    Quote Originally Posted by Glenn Kennedy View Post
    You're welcome... and thanks for the feedback.
    Hi, Glenn

    Just out of curiosity, is the countif applicable as well if the value in column B contains a letter? The request ticket is just a reference and this can contain Alphanumeric.

  16. #16
    Forum Moderator Glenn Kennedy's Avatar
    Join Date
    07-08-2012
    Location
    Digital Nomad... occasionally based in Ireland.
    MS-Off Ver
    O365 (PC) V 2403
    Posts
    44,053

    Re: How to categorize using multiple currency rate

    Out and away from PC. Try it. It should be 100% OK.

  17. #17
    Registered User
    Join Date
    11-21-2020
    Location
    Manila Philippines
    MS-Off Ver
    365
    Posts
    34

    Re: How to categorize using multiple currency rate

    Quote Originally Posted by Glenn Kennedy View Post
    Out and away from PC. Try it. It should be 100% OK.
    Hi Glenn!

    Hope all is well. I would like to reopen my situation. I hope that you could be able to help me.
    The requirement has been changed.

    Attached is the revision of the excel formula that you have given to me.

    I have added nested IF in the same formula that you given in the past. I would like to confirm if what function should I use to bypass the tagging of "Plato" (see cell B12) if condition is A12 is tagged as "Chris" and C12 contains "Apac".
    What I would like to achieve is that if it is Chris with Apac then it should be automatic as tagged as Maxwell.
    If it Chris only with no tagging in column C then the formula should run.

    I hope that you can help me.

    Thank you in advance
    Attached Files Attached Files

  18. #18
    Forum Guru
    Join Date
    08-28-2014
    Location
    USA
    MS-Off Ver
    Excel 2019
    Posts
    17,567

    Re: How to categorize using multiple currency rate

    Try changing the formula in cell B2 as follows:
    Formula: copy to clipboard
    Please Login or Register  to view this content.

    After pasting, drag the fill handle down to cell B13.
    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.

  19. #19
    Registered User
    Join Date
    11-21-2020
    Location
    Manila Philippines
    MS-Off Ver
    365
    Posts
    34

    Re: How to categorize using multiple currency rate

    Quote Originally Posted by JeteMc View Post
    Try changing the formula in cell B2 as follows:
    Formula: copy to clipboard
    Please Login or Register  to view this content.

    After pasting, drag the fill handle down to cell B13.
    Let us know if you have any questions.
    Hi JeteMC,

    Thank you so much. This works

  20. #20
    Forum Guru
    Join Date
    08-28-2014
    Location
    USA
    MS-Off Ver
    Excel 2019
    Posts
    17,567

    Re: How to categorize using multiple currency rate

    You're Welcome. Thank You for the feedback and for marking the thread as 'Solved'. I hope that you have a blessed day.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. VBA: Exchange rate currency conversion in same cell
    By PGLeeM in forum Excel Programming / VBA / Macros
    Replies: 6
    Last Post: 01-09-2020, 10:46 AM
  2. Currency Rate
    By prathama1590 in forum Excel Programming / VBA / Macros
    Replies: 1
    Last Post: 02-26-2019, 06:59 AM
  3. Currency Rate Import
    By DanSD in forum For Other Platforms(Mac, Google Docs, Mobile OS etc)
    Replies: 0
    Last Post: 05-12-2017, 08:15 AM
  4. [SOLVED] Link a currency rate to a cell
    By benfontein in forum Excel Formulas & Functions
    Replies: 7
    Last Post: 11-26-2015, 10:58 AM
  5. Possible INDEX/MATCH FORMULA to get FX Rate in Currency table
    By almugs in forum Excel Formulas & Functions
    Replies: 8
    Last Post: 07-07-2015, 12:47 AM
  6. Currency Rate between From To date
    By fadhilalief in forum Excel General
    Replies: 3
    Last Post: 06-29-2011, 10:50 PM
  7. Historic Currency Exchange Rate Lookup
    By andy_dyer in forum Excel Programming / VBA / Macros
    Replies: 6
    Last Post: 12-01-2010, 12:17 AM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1