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Jane_newbie's avatar
Jane_newbie
Copper Contributor
Jan 05, 2019

Conditionally concatenate data

I am struggling with creating a concatenated field.  I would like to gather all the people who have status "0" together in a new cell and separate them by commas and sort them alphabetically.  The result should be in a field that is in the record of the one person for each company that has status "1".  There will be a different number of people with status "0" in each company. 

I can't figure out how to make the concatenation conditional on whether the status is "0" or not. Any help you could point me towards would be hugely appreciated.  I'm not a deeply experienced Excel user and have basically used the drop-down menus to create the formulas or copy and pasted formulas I've found online.

I'm attaching a file here which shows the result that I need to accomplish.

Thank you.

excel
Formulas and Functions

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  • Wyn Hopkins's avatar
    Wyn Hopkins
    MVP
    Jan 07, 2019

    Hi Jane_newbie

     

    It's not possible to sort by surname unless you split the names into 2 separate columns

     

    I'd be tempted to use a Pivot Table to reference the data and then filter just for the 0s,  then apply a formula to join the resulting items.

     

    Do you have the formula =TEXTJOIN available in your version of Excel?

     

     

    • Jane_newbie's avatar
      Jane_newbie
      Copper Contributor
      Jan 07, 2019

      Thanks ... of course I can't sort alphabetically by last name the way the table is. I wasn't thinking. Duh.

      I'll look into your suggestions about a pivot table.  I haven't used that so I have some reading to do.  I think I can manage the formula to join the values if I can isolate them.  I'll look into whether I have the TEXTJOIN option as well.  

      Thank you for your reply!

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