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resham1985's avatar
resham1985
Brass Contributor
May 28, 2020
Solved

Formulas

We have a range where each categories has notes.

 

Please find the below condition where 1, 2 are the volumes.

CM- Account Credit (contl) category should be 1-Credit or 2-hold or 1-rejected and it has to throw error if the notes are not matching.

 

 Category Notes
CM- Account Credit (contl) 1-Credit or 1-hold or 1-rejected
CM - Account Transfer (contl) 2-transfer or 2- rejected
CM - Account Closed (util) Closed, Dormant
  • resham1985 

    I'd also recommend to re-design right table a bit as

    with Helper column calculated as

    =TRIM(IFERROR(
         RIGHT(
           $H$3:INDEX($H$3:$H$100,COUNTA($H$3:$H$100)),
           LEN($H$3:INDEX($H$3:$H$100,COUNTA($H$3:$H$100))) -
           FIND("-",$H$3:INDEX($H$3:$H$100,COUNTA($H$3:$H$100)))),
     $H$3:INDEX($H$3:$H$100,COUNTA($H$3:$H$100))))

     

    Status could be calculated as

    by formula

    =IF(COUNTIFS(
        $G$3:INDEX($G$3:$G$100,COUNTA($G$3:$G$100)),
        $A2,
        $I$3:$I$9,
        IFERROR(RIGHT($B2,LEN($B2)-FIND("-",$B2)),$B2)
    ),"No Error", "Error")

13 Replies

  • ShishirKumar's avatar
    ShishirKumar
    Brass Contributor

    resham1985 

    You can use LOOKUP function and make this dynamic array.

    LOOKUP(field to search, first column where search is being done, what to return when search is matched).

    Try this and confirm if this is feasible solution.

    • resham1985's avatar
      resham1985
      Brass Contributor

      ShishirKumar 

       

      Please find the attached sample file and help him to get the desired result.

       

      Column A- Category

      Column B- Notes

      Column C- Manually I checked whether Category matching with the notes or not 

      Column D- Please add the formula to check whether the correct notes selected for correct category

       

      Note: CM- Account Credit (contl) and CM - Account Transfer (contl)----Number-Notes( No Spaces)

      For Category CM - Account Closed (contl)- notes should be without number ie Closed or Dormant

      • SergeiBaklan's avatar
        SergeiBaklan
        Diamond Contributor

        resham1985 

        Could you please clarify the logic a bit more. For example, in left table

        CM- Account Credit (contl) 1- credit Error

        having 1-credit for this category in right table, but

        CM- Account Credit (contl) 3-credit No Error

        has no error. If we ignore numbers, both shall return No Error. If not, it shall be an opposite.

  • mtarler's avatar
    mtarler
    Silver Contributor

    resham1985  you can use "Data Validation" and choose "custom" and enter a formula like the following assuming B is category and C is note and you start validation in row 2:

    =OR(AND(B2="category 1",OR(C2="comment 1",C2="comment 2",C2="comment 3")), AND(B2="category 2",OR(C2="comment 4",C2="comment 5")), AND(B2="category 3",OR(C2="comment 6",C2="comment 7")))

     

    hopefully you can substitute the proper text in each case you want.

    • resham1985's avatar
      resham1985
      Brass Contributor
      Thank you mtarler for the response.

      But the problem is notes or comments will not be same as it changes as per the volume

      Notes for CM- Account Credit (contl) will be
      volume processed-Credit
      volume processed-rejected
      volume processed-hold

      Formula should be number-notes

      • mtarler's avatar
        mtarler
        Silver Contributor

        resham1985  So if I understand correctly the note should have a number followed by "-Credit" or "-rejected" etc...  

        I would recommend that you split those into 2 separate columns to make your life easier and the sheet more functional.  If you need a column with that specific format you can "build" it.  For example you have 1 col that is # and another column that is action (e.g. credit vs rejected etc...).  You can have specific controls on each of those columns.  The a 3rd col that would TEXTJOIN those 2 columns with an "-" or in the last case just where there are no numbers just use the later col.

         

        That said, if you still want to limit the entry to only that format you can make the validation formula more complicated.  Here is an example where I changed the Data Validation formula above using the search function to make sure at least the non-numbered part is correct:

         

        =OR(AND(B2="category 1",OR(search("comment 1",C2),search("comment 2",C2),search("comment 3",C2))), AND(B2="category 2",OR(search("comment 4",C2),search("comment 5",C2))), AND(B2="category 3",OR(search("comment 6",C2),search("comment 7",C2))))

         

         

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