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Formula that will check multiple criteria

  1. #1
    Forum Contributor geliedee's Avatar
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    Formula that will check multiple criteria

    Hi all,

    i have here a scenario which i will be needing your help.

    Capture.JPG

    I have here 5 columns.
    Column A - Customer Number
    Column B - Function
    Column C - Customer Number
    Column D - Remarks


    So here's the condition.
    In column B - Function, this contains mandatory function which is BP, PY, SH and BP. And The customer number should be always equal to its self when the function is BP, PY, SH and SP. If the customer number is not equal to itself for this four partner functions then the remarks should be REPLACE.

    But there will cases that the SH or BP will be multiple. And the remarks would be UNLINK but i should have the four mandatory function.
    And there will be like YA, YC and YG remarks should be UNLINK also. Book1.xlsx


    Anybody have an idea? It makes me so sick since i have like 500 line items to check.

    Attached is file.
    Any help will be appreciated.

  2. #2
    Forum Expert azumi's Avatar
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    Re: Formula that will check multiple criteria

    Not sure but try this..........
    Attached Files Attached Files

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    Forum Contributor geliedee's Avatar
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    Re: Formula that will check multiple criteria

    Hi azumi!

    Just checked and it works like a charm!
    How ever, i have to add YJ to the formula... Can you still help me?

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    Forum Expert azumi's Avatar
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    Re: Formula that will check multiple criteria

    Just add condition on blue highlited text:

    =IF(INDEX($A$2:$A$20,MATCH(A2,$A$2:$A$20,0))=C2,"",IF(OR(COUNTIFS($A$2:A2,A2,$B$2:B2,B2)>1,
    B2="YA",B2="YC",B2="YG";B2="YJ"),"Unlink","Replace"))

  5. #5
    Forum Contributor geliedee's Avatar
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    Re: Formula that will check multiple criteria

    Hi Azumi,

    That works on single customer but now i have duplicated customers with should be identified. When i applied your formula, it doesn't give me the correct output since they are appeared like 8 times but from same Sales Org but different Distribution and Div. And i am not getting the expected result. Since i have to apply this formula into thousands of customers

    Please see attached.
    Attached Files Attached Files

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    Forum Expert newdoverman's Avatar
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    Re: Formula that will check multiple criteria

    I think that the formula can be shortened to this.
    Formula: copy to clipboard
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    This part "IF(INDEX($A$2:$A$20,MATCH(A2,$A$2:$A$20,0))=F2,"",.... will find the first match for A2 in the range $A$2:$A$20 which will be A2. Therefore, the formula comes down to IF(A2=F2,"",........
    <---------If you like someone's answer, click the star to the left of one of their posts to give them a reputation point for that answer.
    Ron W

  7. #7
    Forum Expert azumi's Avatar
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    Re: Formula that will check multiple criteria

    Spot on @newdoverman.....


    Sorry for late reply
    Attached Files Attached Files

  8. #8
    Forum Contributor geliedee's Avatar
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    Re: Formula that will check multiple criteria

    Hi Azumi,

    i have checked both of your formula but it still doesnt show correct results

    Since the customers are duplicated into another sales area, it shows unlink instead of replace.

    can we actually include the sales org distribution channel and division to the formula?
    Sorry i am not good at excel and i just want to shorten the burden im facinbg....

    Attached is the file
    Attached Files Attached Files

  9. #9
    Forum Expert azumi's Avatar
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    Re: Formula that will check multiple criteria

    Sorry for late reply, hope this works for u
    Attached Files Attached Files

  10. #10
    Forum Contributor geliedee's Avatar
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    Re: Formula that will check multiple criteria

    Hi Azumi!!

    Thats what i was looking for! Omg thank you so much hope i can apply this to my thousand of customers!

  11. #11
    Forum Expert azumi's Avatar
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    Re: Formula that will check multiple criteria

    Need edit for formula:

    =IF(OR($E2="YA",$E2="YC",$E2="YG",$E2="YJ"),"Unlink",IF($A2=$F2,"",IF(INDEX($A$2:$A$27,MATCH($D2,$D$2:$D$27,0))<>$F2,IF(COUNTIFS($A$2:A2,A2,$B$2:B2,B2,$C$2:C2,C2,$D$2:D2,D2,$E$2:E2,E2)=1,"Replace","Unlink"),"")))

    sorry always forget something........
    Attached Files Attached Files
    Last edited by azumi; 05-26-2015 at 09:38 PM.

  12. #12
    Forum Contributor geliedee's Avatar
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    Re: Formula that will check multiple criteria

    Hi azumi, thank you so much!!!

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