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Christopher Fitzsimmons's avatar
Christopher Fitzsimmons
Copper Contributor
Jun 15, 2018

excel help needed

Need help with an excel problem.  I need help with index match.    I want to classify a list of clients as either active or inactive.  I have the list of active and inactive in a different workbook...
  • Arul Tresoldi's avatar
    Arul Tresoldi
    Jun 15, 2018

    You can indent up to 7 IFs; you have 4 classes: profit!

     

    IF(COUNTIF(column 1;client)>0;"active";IF(COUNTIF(column 2;client)>0;"onboarding";IF(COUNTIF(column 3;client)>0;"prospect";IF(COUNTIF(column 4;client)>0;"inactive";""))))

     

    [remember to lock columns cells with $ in order to count all cells for the clients in the rows below]

     

    It may exist a more elegant formula for this, I'm sure; but it should work anyway.

     

    edit: looking the final result, I may suggest adding an IF condition in the beginning to check how many times the client is listed: if there is more than 1 client with the same name, it should alert you. If not, if it's 0 leave blank, else check in which column it is.

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