Forum Discussion
HELP!! Stuck on INDEX/MATCH/IF Formula for Days!
Hi there! I've been trying to create a some-what dynamic Excel worksheet for my monthly expenses, so I can analyze data in real time. Just a small intro-- I have data imported from my bank s...
=IF(OR(ISNUMBER(SEARCH($G$4:$G$6,B4))),"Medical","")You can try this formula. Enter the formula with ctrl+shift+enter if you don't work with Office 365 or Excel 2021.
Sorry for some reason the picture isn't being uploaded.
here is a link for image reference: Excel Formula Error
=IF(OR(ISNUMBER(SEARCH($G$4:$G$6,B4))),"Medical",IF(OR(ISNUMBER(SEARCH($H$4:$H$6,B4))),"Food","Other"))
I think this is because the second OR is missing in the formula. In the above formula i've added the part highlighted in red and it works in my sheet.
- Can you explain to me why we have an OR formula in this? I feel like I'm failing to understand where we apply the logical statement here. Also, tell me if I understand this correctly: SEARCH is able to partially match KFC, dunkin, raising even though the Payee description doesn't exactly match the keywords?
I added this picture as a reference to my reply. Sorry, I'm new to the community! Trying to figure out the system (:
- Hi there! Thank you for the response. I really appreciate it so much.
I used the IF nested function as you suggested! It was pretty neat. As you can see, my query was limited to just three options for the "medical" category. Now, my question is, how do I add a section for (lets say) Food? For instance, you can see, Dunkin Donuts, Raising Canes in this example. I am definitely making a mistake in my formula because I want to add multiple criteria (i.e. partial text matches) for different transactions that produce different category. TLDR; how do I add another criteria for other types of transactions to create more categories?!
