+ Reply to Thread
Results 1 to 7 of 7

Non excel expert! Trying to create formula for occurrences within previous 3 months

  1. #1
    Registered User
    Join Date
    08-23-2013
    Location
    Glasgow, Scotland
    MS-Off Ver
    Excel 2003
    Posts
    9

    Smile Non excel expert! Trying to create formula for occurrences within previous 3 months

    I have a spreadsheet which details when a member of staff has received a warning. I want to be able to see when they reach a total of 3 warnings within a period of 3 months. Am trying the If function with two separate options, but struggling to achieve the right result, particularly in relation to the date range... can anyone help???

  2. #2
    Forum Moderator - RIP Richard Buttrey's Avatar
    Join Date
    01-14-2008
    Location
    Stockton Heath, Cheshire, UK
    MS-Off Ver
    Office 365, Excel for Windows 2010 & Excel for Mac
    Posts
    29,464

    Re: Non excel expert! Trying to create formula for occurrences within previous 3 months

    Hi,

    You probably need to be using the COUNTIF() function, but we'll need to see the workbook to comment with more certainty.
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

  3. #3
    Forum Contributor
    Join Date
    12-16-2013
    Location
    Canada
    MS-Off Ver
    Excel 2010
    Posts
    109

    Re: Non excel expert! Trying to create formula for occurrences within previous 3 months

    I have some basic if function guide lines
    http://easyexcelanswers.com/func_for...#IF Statements

    If you could provide more detail, I could maybe give you a better answer

    http://www.easyexcelanswers.com

  4. #4
    Registered User
    Join Date
    08-23-2013
    Location
    Glasgow, Scotland
    MS-Off Ver
    Excel 2003
    Posts
    9

    Re: Non excel expert! Trying to create formula for occurrences within previous 3 months

    Essentially the sheet is as follows: (I can't post images from work)

    Name Instance Department 1st Date Employee last Date Action Manager
    ************ 1st ************ 08/02/14 0208/476 17/02/14 Informal ************
    ************ 1st ************ 08/02/14 1250/476 18/02/14 Informal ************
    ************ 1st ************ 08/02/14 0838/476 17/02/14 Informal ************
    ************ 1st ************ 10/02/14 1450/481 18/02/14 Informal ************
    ************ 1st ************ 10/02/14 1203/481 18/02/14 informal ************
    ************ 1st ************ 11/02/14 1402/482 17/02/14 Informal ************
    ************ 1st ************ 13/02/14 1320/484 18/02/14 Informal ************
    ************ 1st ************ 13/02/14 822/484 18/02/14 Informal ************
    ************ 1st ************ 14/02/14 0838/485 18/02/14 Informal ************
    ************ 1st ************ 14/02/14 0320/485 28/02/14 Informal ************
    ************ 2nd ************ 16/02/14 1316/487 28/02/14 Informal ************
    ************ 2nd ************ 16/02/14 1331/487 18/02/14 Informal ************
    ************ 1st ************ 18/02/14 1251/494 21/02/14 Informal ************
    ************ 2nd ************ 22/02/14 0821/496 27/02/14 File Note ************

    I need to be able to see when an employee reaches his/her 3rd instance, but also to know that this has been reached within a three month period (between the 1st date and the last date). I hope I am explaining myself properly!

  5. #5
    Registered User
    Join Date
    08-23-2013
    Location
    Glasgow, Scotland
    MS-Off Ver
    Excel 2003
    Posts
    9

    Re: Non excel expert! Trying to create formula for occurrences within previous 3 months

    =IF(B24:B46="3rd","Assess","Ignore")

    I had managed to use this to recognised that the 3rd instance had been reached, however, couldn't figure out how to add a function which would also encompass the three month period.

  6. #6
    Forum Contributor
    Join Date
    12-16-2013
    Location
    Canada
    MS-Off Ver
    Excel 2010
    Posts
    109

    Re: Non excel expert! Trying to create formula for occurrences within previous 3 months

    =IF(B1:B13="3rd",IF((MONTH(D1)-MONTH(C1)>=3),"Assess","Ignore"), "ignore")
    date_ignore.xlsx

  7. #7
    Registered User
    Join Date
    08-23-2013
    Location
    Glasgow, Scotland
    MS-Off Ver
    Excel 2003
    Posts
    9

    Re: Non excel expert! Trying to create formula for occurrences within previous 3 months

    Perfect! Thank you so much!

+ 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] Find last previous non blank value and summarise previous 6 months
    By Lady_Shaz in forum Excel General
    Replies: 7
    Last Post: 12-11-2012, 06:20 AM
  2. Formula to show current and previous months data
    By dandavis1 in forum Excel General
    Replies: 4
    Last Post: 07-06-2012, 02:02 PM
  3. Replies: 6
    Last Post: 03-02-2007, 10:36 AM
  4. [SOLVED] create formula to add 15 minutes to previous time value
    By Bruce in forum Excel Formulas & Functions
    Replies: 1
    Last Post: 11-02-2005, 06:20 PM
  5. create formula to add 15 minutes to previous time value
    By Bruce in forum Excel Formulas & Functions
    Replies: 1
    Last Post: 11-02-2005, 06:17 PM

Tags for this Thread

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