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Need to find improved income from a later date

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  1. #1
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    Need to find improved income from a later date

    Hey there, this is my first post here (or anywhere regarding excel help), so I'm curious how good you guys are! Also I hope I'm posting this in the correct forum in the correct way.

    I work for a homeless organization where I manage a shared database. When a person goes to a one of the organizations for help, their financial information is recorded into the database. This helps the services providers work together in seeing which programs are helping the most.

    What I'm working on now is trying to find how many people have an improved income amount after coming to our organization. I've attached the sheet and will explain it here:

    Column A: This represents the individual client
    Column B: This is the date the income was recorded
    Column C: This is the income Amount
    Column E: This represents what organization recorded the income. Our organization is represented by the value "a"

    What I need to know is how many people improved their income AFTER coming to OUR organization. So to count the client would need an assessment from organization "a", and then another assessment AFTER that date with a higher income amount. The higher income amount could be recorded from our organization or another one.

    Hopefully this all makes sense, but if not let me know and I will try to clarify. Any help is greatly appreciated and going to a good cause! Thanks, Jon
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  2. #2
    Administrator FDibbins's Avatar
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    Re: Need to find improved income from a later date

    Hi and welcome to the forum

    try this in column F2, copied down...
    =IF(A3="","",IF(AND(COUNTIF($A$2:A2,A2),VLOOKUP(A2,$A1:C$1748,3,0)<C2),"Improved",""))

    You could then filter on F, or with a little modification, create a table showing the ID's (237 of them though) and I see there are some that went up...and then went down again? (19097)
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    Re: Need to find improved income from a later date

    Thanks so much!! Truly a huge time saver and blessing. Looking forward to using this forum in the future!

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    Re: Need to find improved income from a later date

    Happy to help

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    Re: Need to find improved income from a later date

    This formula almost works correctly, the only thing I noticed it's not doing is making sure that the people that show up as "improved" got a lower income from our organization (a) first. Is there a way to implement that?

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    Re: Need to find improved income from a later date

    I will take a look and see what you mean

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    Administrator FDibbins's Avatar
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    Re: Need to find improved income from a later date

    Can you give me some examples of what you mentioned? I cant find any where thats happening.

    Also if the list will always be sorted on ID and date, this simpler formula will give the exact same results...
    =IF(AND(A2=A1,C2>C1),"Improved","")

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