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Excel formula help please!!

%3CLINGO-SUB%20id%3D%22lingo-sub-853169%22%20slang%3D%22en-US%22%3EExcel%20formula%20help%20please!!%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-853169%22%20slang%3D%22en-US%22%3EHello%2C%20I%20am%20desperately%20in%20need%20of%20some%20help%2Fadvice.%20I%20am%20creating%20an%20excel%20sheet%20for%20work.%20I%20am%20creating%20a%20document%20that%20tracks%20how%20many%20%22false%20calls%22%20people%20make.%20Once%20they%20get%20to%203%20false%20calls%20in%20a%20year%3B%20they%20are%20billed%20a%20fee.%20I%20need%20two%20formulas%20or%20any%20advice%20on%20what%20to%20do%20to%20make%20it%20happen.%20I%20need%20to%20be%20notified%20when%203%20of%20the%20same%20items%20(in%20this%20case%2C%20addresses%20or%20incident%20numbers)%20come%20up%20in%20the%20worksheet%20within%20a%20year%20of%20the%20first%20incident%20date.%20I%20also%20would%20like%20to%20have%20the%20whole%20row%20delete%20itself%20after%20a%20certain%20date%2C%20i.e.%2C%20365%20days%20after%20the%20date%20inputted.%20Any%20help%2Fadvice%20is%20appreciated!!%20Thank%20you%20in%20advance.%3C%2FLINGO-BODY%3E%3CLINGO-LABS%20id%3D%22lingo-labs-853169%22%20slang%3D%22en-US%22%3E%3CLINGO-LABEL%3EExcel%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EFormulas%20and%20Functions%3C%2FLINGO-LABEL%3E%3C%2FLINGO-LABS%3E%3CLINGO-SUB%20id%3D%22lingo-sub-853655%22%20slang%3D%22en-US%22%3ERe%3A%20Excel%20formula%20help%20please!!%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-853655%22%20slang%3D%22en-US%22%3E%3CP%3EHello%26nbsp%3B%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F408100%22%20target%3D%22_blank%22%3E%40Office_Girl%3C%2FA%3E%26nbsp%3B%2C%3C%2FP%3E%0A%3CP%3E%26nbsp%3B%3C%2FP%3E%0A%3CP%3Eone%20approach%20without%20formulas%20would%20be%20to%20build%20a%20pivot%20table.%20Use%20the%20Incident%20number%20in%20the%20row%2C%20then%20drag%20a%20text%20field%20into%20the%20values%20are%2C%20so%20you%20get%20a%20count%20of%20each%20incident%20number.%20You%20can%20then%20use%20a%20timeline%20slicer%20to%20set%20the%20desired%20time%20frame.%3C%2FP%3E%0A%3CP%3E%26nbsp%3B%3C%2FP%3E%0A%3CP%3EFor%20more%20specific%20help%2C%20please%20upload%20a%20sample%20file%20with%20dummy%20data%2C%20so%20we%20can%20see%20what%20you%20see.%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-859250%22%20slang%3D%22en-US%22%3ERe%3A%20Excel%20formula%20help%20please!!%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-859250%22%20slang%3D%22en-US%22%3EHello%20%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F7724%22%20target%3D%22_blank%22%3E%40Ingeborg%20Hawighorst%3C%2FA%3E%20Thank%20you%20for%20your%20reply!%20I%20appreciate%20the%20help.%20I%20am%20attaching%20the%20document.%20It's%20a%20very%20simple%20document.%20I%20don't%20have%20any%20data%20in%20the%20form%20just%20yet.%20I%20am%20creating%20the%20document%20for%20someone%20else%20to%20use.%20I%20would%20like%20it%20to%20notify%20me%20when%203%20of%20the%20same%20address%2Fincident%20number%20comes%20up%20within%20365%20days%20from%20the%20first%20date%20place%20in%20the%20worksheet.%20For%20example%3B%20if%20I%20placed%20incident%20number%20123%20on%20July%201%2C%202019%3B%20I%20want%20to%20be%20notified%20when%202%20more%20of%20those%20incident%20numbers%20(123)%20comes%20up%20within%20365%20days%20of%20July%201%2C%202019.%20I%20also%20would%20like%20for%20it%20to%20delete%20the%20row%20of%20incident%20number%20123%20when%20its%20been%201%20year%20since%20the%20date%20shown%20in%20the%20table.%20For%20example%3B%20when%20July%201%2C%202019%20came%2C%20I%20would%20like%20the%20table%20to%20automatically%20delete%20the%20incident%20number%20123%20row%20the%20day%20after%20July%201%2C%202019%2C%20does%20that%20make%20sense%3F%20Can%20I%20do%20that%3F%3C%2FLINGO-BODY%3E
Office_Girl
New Contributor
Hello, I am desperately in need of some help/advice. I am creating an excel sheet for work. I am creating a document that tracks how many "false calls" people make. Once they get to 3 false calls in a year; they are billed a fee. I need two formulas or any advice on what to do to make it happen. I need to be notified when 3 of the same items (in this case, addresses or incident numbers) come up in the worksheet within a year of the first incident date. I also would like to have the whole row delete itself after a certain date, i.e., 365 days after the date inputted. Any help/advice is appreciated!! Thank you in advance.
2 Replies

Hello @Office_Girl ,

 

one approach without formulas would be to build a pivot table. Use the Incident number in the row, then drag a text field into the values are, so you get a count of each incident number. You can then use a timeline slicer to set the desired time frame.

 

For more specific help, please upload a sample file with dummy data, so we can see what you see.

Hello @Ingeborg Hawighorst Thank you for your reply! I appreciate the help. I am attaching the document. It's a very simple document. I don't have any data in the form just yet. I am creating the document for someone else to use. I would like it to notify me when 3 of the same address/incident number comes up within 365 days from the first date place in the worksheet. For example; if I placed incident number 123 on July 1, 2019; I want to be notified when 2 more of those incident numbers (123) comes up within 365 days of July 1, 2019. I also would like for it to delete the row of incident number 123 when its been 1 year since the date shown in the table. For example; when July 1, 2019 came, I would like the table to automatically delete the incident number 123 row the day after July 1, 2019, does that make sense? Can I do that?
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