+ Reply to Thread
Results 1 to 8 of 8

Formula to find entries with duplicate value in one column AND differing value in another

  1. #1
    Registered User
    Join Date
    04-28-2021
    Location
    Ontario, Canada
    MS-Off Ver
    Office 365
    Posts
    4

    Formula to find entries with duplicate value in one column AND differing value in another

    I'm looking to use a table to identify clients who are getting contacted by more than one salesperson at our company, in order to identify client overlap.

    Our sales team submit a monthly spreadsheet of their client contact activity with fields that include among other things the salesperson's name, the client's first name, and the client's last name. These spreadsheets are combined into a single sheet at the end of the month. I'd like to capture the cases where the client name is the same, but the salesperson's name is different (ideally in a column, as opposed to conditional formatting).

    Oh, and here's the wrinkle - salespeople are notorious for misspelling names. And since these contact sheets frequently contain new contacts, there's no way to have a dropdown list to force them to choose the correct spelling. Usually it's just an incorrect letter here or there. I was thinking of concatenating the first initial plus last name in one column, and the first name plus last initial in another column. Between those two options, one will probably be a match, which is good enough for my purposes.

    But any guidance on the formulas themselves would be profoundly welcome! Thank you!
    Attached Files Attached Files
    Last edited by MadMaxineisMad; 04-29-2021 at 08:48 AM.

  2. #2
    Forum Expert
    Join Date
    09-25-2015
    Location
    Milan Italy
    MS-Off Ver
    office 365
    Posts
    1,783

    Re: Formula to find entries with duplicate value in one column AND differing value in anot

    Post a small Excel sheet (not a picture) showing realistic & representative sample data WITHOUT confidential information (10-20 rows, not thousands...) and some manually calculated results. Just before posting, scroll down to GO ADVANCED, click, and then scroll down to MANAGE ATTACHMENTS and click again. Now follow the instructions at the top of that screen.

  3. #3
    Registered User
    Join Date
    04-28-2021
    Location
    Ontario, Canada
    MS-Off Ver
    Office 365
    Posts
    4

    Re: Formula to find entries with duplicate value in one column AND differing value in anot

    Thank you! I've attached a sample sheet.

  4. #4
    Forum Expert
    Join Date
    09-25-2015
    Location
    Milan Italy
    MS-Off Ver
    office 365
    Posts
    1,783

    Re: Formula to find entries with duplicate value in one column AND differing value in anot

    g2=IF(SUMPRODUCT(--($C$2:$C$11&$D$2:$D$11&$E$2:$E$11=C2&D2&E2))>1,B2,"")

    copy down

  5. #5
    Registered User
    Join Date
    04-28-2021
    Location
    Ontario, Canada
    MS-Off Ver
    Office 365
    Posts
    4

    Re: Formula to find entries with duplicate value in one column AND differing value in anot

    Unfortunately, that also captures when the same salesperson logs multiple calls to the same contact, which is not an overlap - we only want to capture overlaps with different sales people (so when D&E are duplicates but B is different).

    I've updated the spreadsheet - any chance you can take another look?
    Attached Files Attached Files
    Last edited by MadMaxineisMad; 04-29-2021 at 01:50 PM. Reason: Spoke too soon - just found another issue

  6. #6
    Forum Expert
    Join Date
    09-25-2015
    Location
    Milan Italy
    MS-Off Ver
    office 365
    Posts
    1,783

    Re: Formula to find entries with duplicate value in one column AND differing value in anot

    You are welcome.

  7. #7
    Forum Expert
    Join Date
    09-25-2015
    Location
    Milan Italy
    MS-Off Ver
    office 365
    Posts
    1,783

    Re: Formula to find entries with duplicate value in one column AND differing value in anot

    G2=IF(AND(E2=$E$2,C2=$C$2,OR(D2=$D$2,D2=$D$3)),"DUPLICATE-"&"B2","")

    Copy down
    Last edited by CARACALLA; 04-29-2021 at 02:35 PM.

  8. #8
    Registered User
    Join Date
    04-28-2021
    Location
    Ontario, Canada
    MS-Off Ver
    Office 365
    Posts
    4

    Re: Formula to find entries with duplicate value in one column AND differing value in anot

    Thank you, that did the trick! Much gratitude to you!!!

+ 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. [SOLVED] Excel VBA to find Duplicate Entries with multiple column combination and Display Rows Numb
    By mchilapur in forum Excel Programming / VBA / Macros
    Replies: 3
    Last Post: 09-19-2018, 05:36 AM
  2. [SOLVED] Formula to find duplicate entries based on certain specific conditions
    By zicitron in forum Excel Formulas & Functions
    Replies: 3
    Last Post: 06-19-2013, 08:22 AM
  3. Replies: 0
    Last Post: 06-14-2012, 12:38 PM
  4. How to find duplicate entries, find which has the lowest value, and delete the rest?
    By John2810 in forum Excel Programming / VBA / Macros
    Replies: 14
    Last Post: 11-05-2011, 06:39 AM
  5. Replies: 1
    Last Post: 12-02-2005, 05:15 PM
  6. Find Duplicate Entries by Column
    By cheryl_allison in forum Excel Programming / VBA / Macros
    Replies: 2
    Last Post: 09-03-2005, 09:05 PM
  7. Find duplicate entries
    By kharrison in forum Excel General
    Replies: 4
    Last Post: 02-24-2005, 08:06 PM

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