Conditional Scenario of Text value

[Rudy]

Hi
I was wondering if you could help me out in here. For example, I have this
scenario of a database of 5000 employees who do many business travels. Some
of these people have their tickets booked by Helpers and some do their own
bookings. Notes that some names on the database repeated on the list and
their Helpers could be different and some of them simply don’t have Helpers
do the bookings for them.

Name - Job Title - Assistant
Amy Green - Analyst
Mike Brown - Consultant - Helper One
Lisa White - Manager
Bill Purple - Partner - Helper Two
Lucy Yellow - Analyst - Helper Three
Ian Dunlop - Consultant
Charlie White - Consultant - Helper Four
David Smith - Manager
John Bell - Executive - Helper Seven
Graham Bell - Executive
David Green - Analyst - Helper Five
Lucy Smith - Partner
Jan Dunlop - Analyst - Helper Eight
Mike Dunlop - Manager
John Brown - Executive - Helper Five
Bill Purple - Partner - Helper Two
Carol Smith - Executive
Margaret McDonald - Manager
Cindy Wright - Manager - Helper Five
Ian Wright - Partner
Richard McDonald - Partner - Helper Four
Matthew White - Analyst
Jason Yellow - Manager - Helper Seven
Graham Bell - Executive
Matt Smith - Executive - Helper Five
Lucy Yellow - Analyst
John Bell - Executive - Helper Eight
Mike Brown - Consultant
Mike Dunlop - Manager
Bill Purple - Partner - Helper Two



I am trying to find out How many Analyst, Consultant, Executive, Manager,
Partner have their bookings done by Helpers and How many of them do their own
bookings, and so on …
Any solutions are greatly appreciated.
Thanks

 

[Roger Govier]

Hi Rudy

Set yourself up a matrix as follows

No Helper Helper
Analyst 3 3
Consultant 2 2
Executive 3 4
Manager 5 2
Partner 2 4


With Analyst in E2, Consultant in E3 etc. and No Helper in F1, Helper
in G1
in cell F2 enter the following

=SUMPRODUCT(($B$2:$B$31=$E2)*($C$2:$C$31=""))
In cell G2 enter
=SUMPRODUCT(($B$2:$B$31=$E2)*($C$2:$C$31<>""))
Copy F2:G2 down through cells F3:6

The results I got are as in the table

 

[Rudy]

Hi Roger

Thank you so much for your response. Half way through, almost solve my query.

The Matrix/Formulaes you gave me are perfect, however, they count each Names
as one value. For example, as on my list Bill Purple occurs 3 times and
Richard McDonald once. Both of their job titles are Partner and they both
have Helpers.
The formula you gave me will count Helper 4. What I would like is to count
Bill Purple as 1 (although his name appears 3 times on the list) and Richard
McDonald as 1, hence, people with job title Partner has 2 bookings done by
Helper and so on.

Many thanks.

 

[Ron Coderre]

Yeah....I realized my mistake *after* I posted.

See if this solution fills the bill:

Again...with your posted data in A1:C31

G1: Self-Sufficient
H1: Dependent

F1: Category
F2: Partner
F3: Executive
F4: Manager
F5: Consultant
F6: Analyst

ARRAY FORMULAS*
G2:
=COUNT(1/FREQUENCY(IF(($B$2:$B$31=F2)*($C$2:$C$31="")*ISNA(MATCH($A$2:$A$31&TRUE,$A$2:$A$31&($C$2:$C$31<>""),0)),IF($A$2:$A$31<>"",MATCH($A$2:$A$31,$A$2:$A$31,0))),ROW($A$2:$A$31)-ROW($A$2)+1))

H2:
=COUNT(1/FREQUENCY(IF(($B$2:$B$31=F2)*($C$2:$C$31<>"")*ISNUMBER(MATCH($A$2:$A$31&TRUE,$A$2:$A$31&($C$2:$C$31<>""),0)),IF($A$2:$A$31<>"",MATCH($A$2:$A$31,$A$2:$A$31,0))),ROW($A$2:$A$31)-ROW($A$2)+1))

*Note_1: For array formulas, hold down [Ctrl] and [Shift] when you press
[Enter], instead of just pressing [Enter].

Note_2: Since text wrap will undoubtedly impact the display, there are NO
spaces in those formulas

Copy cells G2:H2
Paste into G3:H6

Using your data, those formulas returned these values:
Category_____Self-Sufficient_____Dependent
Partner________2_______________2
Executive______2_______________3
Manager______4_______________2
Consultant _____1_______________2
Analyst________2_______________3

Does that help?
***********
Regards,
Ron

XL2002, WinXP

 

[Ron Coderre]

Hmmmm....Sorry, Roger/Rudy....I had come up with an erroneous solution for
Rudy and I guess I only *thought* I posted it to this thread. I didn't even
look at the name when I responded.

More coffee, anyone? I'm getting some. : \

***********
Regards,
Ron

XL2002, WinXP

 

[Rudy]

hahaha..
Thanks for the solution Ron.
I applied the formulas you gave me to my actual worksheet with 5000 names.
The second formula (The Dependent - H2) worked well and returned with
values, however, the first formula (The Self-Sufficient - G2) returned with 0
value. Any idea when I have done wrong?
I've checked and re-checked, all seem okay.

Thanks.

 

[Ron Coderre]

Please post your formula, so I can see exactly what you're working with.

***********
Regards,
Ron

XL2002, WinXP

 

[Rudy]

Hi Ron

The Self-Sufficient - No value returned or 0
=COUNT(1/FREQUENCY(IF(($H$2:$H$5000=A21)*($K$2:$K$5000="")*ISNA(MATCH($E$2:$E$5000&TRUE,$E$2:$E$5000&($K$2:$K$5000<>""),0)),IF($E$2:$E$5000<>"",MATCH($E$2:$E$5000,$E$2:$E$5000,0))),ROW($E$2:$E$5000)-ROW($E$2)+1))

The Dependent - Value Returned - Worked well
=COUNT(1/FREQUENCY(IF(($H$2:$H$5000=A21)*($K$2:$K$5000<>"")*ISNUMBER(MATCH($E$2:$E$5000&TRUE,$E$2:$E$5000&($K$2:$K$5000<>""),0)),IF($E$2:$E$5000<>"",MATCH($E$2:$E$5000,$E$2:$E$5000,0))),ROW($E$2:$E$5000)-ROW($E$2)+1))

Thank you.

Regards,
Rudy

 

[Ron Coderre]

Rudy

When I re-arranged my data to match your structure, the formula returned
correct values. I'm inclined to think that the problem lies in your data
table.

Try this:
Make a backup copy of the workbook.
Reduce the data list to just 10 rows.
Check the values for anomalies: trailing spaces, false blanks, whatever.
If that doesn't work....try re-typing some values to see if that impacts the
formulas.

Let us know what you discover.

***********
Regards,
Ron

XL2002, WinXP

 

[Ron Coderre]

One more thing....

You DID remember to commit all of the formulas with [ctrl]+[shift]+[enter]
instead of just [enter], right?
***********
Regards,
Ron

XL2002, WinXP

 

[Rudy]

Hi Ron

Yes I have them all in Array [ctrl]+[shift]+[enter].

I think I discovered the faults. The data on my worksheet are linked from
anoher worksheet. This way only one formula work.

Then I tried to Copy and Paste values only to the same cells (rather than
linked value) and this way both formulas worked.

Do you think values from linked worksheet will return error values?

Regards,
Rudy

 

[Ron Coderre]

Do you mean that the values are linked to another WORKBOOK?

If yes, it seems that you are on the right track. You may need to have the
other workbook open. I generally avoid links to other workbooks. In my
experience, they are disasters waiting to happen. I prefer to import the
data from the other workbook.

Does that help?
***********
Regards,
Ron

XL2002, WinXP

Hi Ron

Yes I have them all in Array [ctrl]+[shift]+[enter].

I think I discovered the faults. The data on my worksheet are linked from
anoher worksheet. This way only one formula work.

Then I tried to Copy and Paste values only to the same cells (rather than
linked value) and this way both formulas worked.

Do you think values from linked worksheet will return error values?

Regards,
Rudy

Rudy

When I re-arranged my data to match your structure, the formula returned
correct values. I'm inclined to think that the problem lies in your data
table.

Try this:
Make a backup copy of the workbook.
Reduce the data list to just 10 rows.
Check the values for anomalies: trailing spaces, false blanks, whatever.
If that doesn't work....try re-typing some values to see if that impacts the
formulas.

Let us know what you discover.

***********
Regards,
Ron

XL2002, WinXP

 

[Rudy]

Hi Ron
Hope you are well and had a great weekend.

Yes, I did commit all the formulas with [ctrl]+[shift]+[enter].

One more thing....

You DID remember to commit all of the formulas with [ctrl]+[shift]+[enter]
instead of just [enter], right?
***********
Regards,
Ron

XL2002, WinXP

Hi Ron

The Self-Sufficient - No value returned or 0
=COUNT(1/FREQUENCY(IF(($H$2:$H$5000=A21)*($K$2:$K$5000="")*ISNA(MATCH($E$2:$E$5000&TRUE,$E$2:$E$5000&($K$2:$K$5000<>""),0)),IF($E$2:$E$5000<>"",MATCH($E$2:$E$5000,$E$2:$E$5000,0))),ROW($E$2:$E$5000)-ROW($E$2)+1))

The Dependent - Value Returned - Worked well
=COUNT(1/FREQUENCY(IF(($H$2:$H$5000=A21)*($K$2:$K$5000<>"")*ISNUMBER(MATCH($E$2:$E$5000&TRUE,$E$2:$E$5000&($K$2:$K$5000<>""),0)),IF($E$2:$E$5000<>"",MATCH($E$2:$E$5000,$E$2:$E$5000,0))),ROW($E$2:$E$5000)-ROW($E$2)+1))

Thank you.

Regards,
Rudy

 

[Rudy]

HI Ron
I am not very sure what happaned with my data. If they are only 50 rows
those formulas work well. But if I extend them to my original data with
3035rows the formulas go funny, only one formula picks up values.

I also tried another way by importing my data from other workbook to the
same workbook.

I performed the following trials:

I Imported data to the same workbook but different worksheets (I located the
Formulas in one sheet as Summary Sheet and the Data sheet as Data Sheet).
This way ONLY Self-Sufficient formula works, though not accurate.

Hmm.. I wonder why..

Regards,
Rudy

Do you mean that the values are linked to another WORKBOOK?

If yes, it seems that you are on the right track. You may need to have the
other workbook open. I generally avoid links to other workbooks. In my
experience, they are disasters waiting to happen. I prefer to import the
data from the other workbook.

Does that help?
***********
Regards,
Ron

XL2002, WinXP

Hi Ron

Yes I have them all in Array [ctrl]+[shift]+[enter].

I think I discovered the faults. The data on my worksheet are linked from
anoher worksheet. This way only one formula work.

Then I tried to Copy and Paste values only to the same cells (rather than
linked value) and this way both formulas worked.

Do you think values from linked worksheet will return error values?

Regards,
Rudy

Rudy

When I re-arranged my data to match your structure, the formula returned
correct values. I'm inclined to think that the problem lies in your data
table.

Try this:
Make a backup copy of the workbook.
Reduce the data list to just 10 rows.
Check the values for anomalies: trailing spaces, false blanks, whatever.
If that doesn't work....try re-typing some values to see if that impacts the
formulas.

Let us know what you discover.

***********
Regards,
Ron

XL2002, WinXP


:

Hi Ron

The Self-Sufficient - No value returned or 0
=COUNT(1/FREQUENCY(IF(($H$2:$H$5000=A21)*($K$2:$K$5000="")*ISNA(MATCH($E$2:$E$5000&TRUE,$E$2:$E$5000&($K$2:$K$5000<>""),0)),IF($E$2:$E$5000<>"",MATCH($E$2:$E$5000,$E$2:$E$5000,0))),ROW($E$2:$E$5000)-ROW($E$2)+1))

The Dependent - Value Returned - Worked well
=COUNT(1/FREQUENCY(IF(($H$2:$H$5000=A21)*($K$2:$K$5000<>"")*ISNUMBER(MATCH($E$2:$E$5000&TRUE,$E$2:$E$5000&($K$2:$K$5000<>""),0)),IF($E$2:$E$5000<>"",MATCH($E$2:$E$5000,$E$2:$E$5000,0))),ROW($E$2:$E$5000)-ROW($E$2)+1))

Thank you.

Regards,
Rudy





:

Please post your formula, so I can see exactly what you're working with.

***********
Regards,
Ron

XL2002, WinXP


:

hahaha..
Thanks for the solution Ron.
I applied the formulas you gave me to my actual worksheet with 5000 names.
The second formula (The Dependent - H2) worked well and returned with
values, however, the first formula (The Self-Sufficient - G2) returned with 0
value. Any idea when I have done wrong?
I've checked and re-checked, all seem okay.

Thanks.





:

Hmmmm....Sorry, Roger/Rudy....I had come up with an erroneous solution for
Rudy and I guess I only *thought* I posted it to this thread. I didn't even
look at the name when I responded.

More coffee, anyone? I'm getting some. : \

***********
Regards,
Ron

XL2002, WinXP


:

Hi Roger

Thank you so much for your response. Half way through, almost solve my query.

The Matrix/Formulaes you gave me are perfect, however, they count each Names
as one value. For example, as on my list Bill Purple occurs 3 times and
Richard McDonald once. Both of their job titles are Partner and they both
have Helpers.
The formula you gave me will count Helper 4. What I would like is to count
Bill Purple as 1 (although his name appears 3 times on the list) and Richard
McDonald as 1, hence, people with job title Partner has 2 bookings done by
Helper and so on.

Many thanks.







:

Hi Rudy

Set yourself up a matrix as follows

No Helper Helper
Analyst 3 3
Consultant 2 2
Executive 3 4
Manager 5 2
Partner 2 4


With Analyst in E2, Consultant in E3 etc. and No Helper in F1, Helper
in G1
in cell F2 enter the following

=SUMPRODUCT(($B$2:$B$31=$E2)*($C$2:$C$31=""))
In cell G2 enter
=SUMPRODUCT(($B$2:$B$31=$E2)*($C$2:$C$31<>""))
Copy F2:G2 down through cells F3:6

The results I got are as in the table
--
Regards

Roger Govier


Hi
I was wondering if you could help me out in here. For example, I have
this
scenario of a database of 5000 employees who do many business travels.
Some
of these people have their tickets booked by Helpers and some do their
own
bookings. Notes that some names on the database repeated on the list
and
their Helpers could be different and some of them simply don't have
Helpers
do the bookings for them.

Name - Job Title - Assistant
Amy Green - Analyst
Mike Brown - Consultant - Helper One
Lisa White - Manager
Bill Purple - Partner - Helper Two
Lucy Yellow - Analyst - Helper Three
Ian Dunlop - Consultant
Charlie White - Consultant - Helper Four
David Smith - Manager
John Bell - Executive - Helper Seven
Graham Bell - Executive
David Green - Analyst - Helper Five
Lucy Smith - Partner
Jan Dunlop - Analyst - Helper Eight
Mike Dunlop - Manager
John Brown - Executive - Helper Five
Bill Purple - Partner - Helper Two
Carol Smith - Executive
Margaret McDonald - Manager
Cindy Wright - Manager - Helper Five
Ian Wright - Partner
Richard McDonald - Partner - Helper Four
Matthew White - Analyst
Jason Yellow - Manager - Helper Seven
Graham Bell - Executive
Matt Smith - Executive - Helper Five
Lucy Yellow - Analyst
John Bell - Executive - Helper Eight
Mike Brown - Consultant
Mike Dunlop - Manager
Bill Purple - Partner - Helper Two



I am trying to find out How many Analyst, Consultant, Executive,
Manager,
Partner have their bookings done by Helpers and How many of them do
their own
bookings, and so on .
Any solutions are greatly appreciated.
Thanks

 

[Ron Coderre]

Hi, Rudy

I'm sorry, but I don't get incorrect values using the below ARRAY
FORMULAS....even when I extend my test data down through row 5,000.

B22:
=COUNT(1/FREQUENCY(IF(($H$2:$H$5000=A21)*($K$2:$K$5000="")*ISNA(MATCH($E$2:$E$5000&TRUE,$E$2:$E$5000&($K$2:$K$5000<>""),0)),IF($E$2:$E$5000<>"",MATCH($E$2:$E$5000,$E$2:$E$5000,0))),ROW($E$2:$E$5000)-ROW($E$2)+1))

C22:
=COUNT(1/FREQUENCY(IF(($H$2:$H$5000=A21)*($K$2:$K$5000<>"")*ISNUMBER(MATCH($E$2:$E$5000&TRUE,$E$2:$E$5000&($K$2:$K$5000<>""),0)),IF($E$2:$E$5000<>"",MATCH($E$2:$E$5000,$E$2:$E$5000,0))),ROW($E$2:$E$5000)-ROW($E$2)+1))

Consequently, I still think your data may be suspect.

Let us know if you discover any anomolies.
***********
Regards,
Ron

XL2002, WinXP

Hi Ron
Hope you are well and had a great weekend.

Yes, I did commit all the formulas with [ctrl]+[shift]+[enter].

One more thing....

You DID remember to commit all of the formulas with [ctrl]+[shift]+[enter]
instead of just [enter], right?
***********
Regards,
Ron

XL2002, WinXP

Hi Ron

The Self-Sufficient - No value returned or 0
=COUNT(1/FREQUENCY(IF(($H$2:$H$5000=A21)*($K$2:$K$5000="")*ISNA(MATCH($E$2:$E$5000&TRUE,$E$2:$E$5000&($K$2:$K$5000<>""),0)),IF($E$2:$E$5000<>"",MATCH($E$2:$E$5000,$E$2:$E$5000,0))),ROW($E$2:$E$5000)-ROW($E$2)+1))

The Dependent - Value Returned - Worked well
=COUNT(1/FREQUENCY(IF(($H$2:$H$5000=A21)*($K$2:$K$5000<>"")*ISNUMBER(MATCH($E$2:$E$5000&TRUE,$E$2:$E$5000&($K$2:$K$5000<>""),0)),IF($E$2:$E$5000<>"",MATCH($E$2:$E$5000,$E$2:$E$5000,0))),ROW($E$2:$E$5000)-ROW($E$2)+1))

Thank you.

Regards,
Rudy





:

Please post your formula, so I can see exactly what you're working with.

***********
Regards,
Ron

XL2002, WinXP


:

hahaha..
Thanks for the solution Ron.
I applied the formulas you gave me to my actual worksheet with 5000 names.
The second formula (The Dependent - H2) worked well and returned with
values, however, the first formula (The Self-Sufficient - G2) returned with 0
value. Any idea when I have done wrong?
I've checked and re-checked, all seem okay.

Thanks.





:

Hmmmm....Sorry, Roger/Rudy....I had come up with an erroneous solution for
Rudy and I guess I only *thought* I posted it to this thread. I didn't even
look at the name when I responded.

More coffee, anyone? I'm getting some. : \

***********
Regards,
Ron

XL2002, WinXP


:

Hi Roger

Thank you so much for your response. Half way through, almost solve my query.

The Matrix/Formulaes you gave me are perfect, however, they count each Names
as one value. For example, as on my list Bill Purple occurs 3 times and
Richard McDonald once. Both of their job titles are Partner and they both
have Helpers.
The formula you gave me will count Helper 4. What I would like is to count
Bill Purple as 1 (although his name appears 3 times on the list) and Richard
McDonald as 1, hence, people with job title Partner has 2 bookings done by
Helper and so on.

Many thanks.







:

Hi Rudy

Set yourself up a matrix as follows

No Helper Helper
Analyst 3 3
Consultant 2 2
Executive 3 4
Manager 5 2
Partner 2 4


With Analyst in E2, Consultant in E3 etc. and No Helper in F1, Helper
in G1
in cell F2 enter the following

=SUMPRODUCT(($B$2:$B$31=$E2)*($C$2:$C$31=""))
In cell G2 enter
=SUMPRODUCT(($B$2:$B$31=$E2)*($C$2:$C$31<>""))
Copy F2:G2 down through cells F3:6

The results I got are as in the table
--
Regards

Roger Govier


Hi
I was wondering if you could help me out in here. For example, I have
this
scenario of a database of 5000 employees who do many business travels.
Some
of these people have their tickets booked by Helpers and some do their
own
bookings. Notes that some names on the database repeated on the list
and
their Helpers could be different and some of them simply don't have
Helpers
do the bookings for them.

Name - Job Title - Assistant
Amy Green - Analyst
Mike Brown - Consultant - Helper One
Lisa White - Manager
Bill Purple - Partner - Helper Two
Lucy Yellow - Analyst - Helper Three
Ian Dunlop - Consultant
Charlie White - Consultant - Helper Four
David Smith - Manager
John Bell - Executive - Helper Seven
Graham Bell - Executive
David Green - Analyst - Helper Five
Lucy Smith - Partner
Jan Dunlop - Analyst - Helper Eight
Mike Dunlop - Manager
John Brown - Executive - Helper Five
Bill Purple - Partner - Helper Two
Carol Smith - Executive
Margaret McDonald - Manager
Cindy Wright - Manager - Helper Five
Ian Wright - Partner
Richard McDonald - Partner - Helper Four
Matthew White - Analyst
Jason Yellow - Manager - Helper Seven
Graham Bell - Executive
Matt Smith - Executive - Helper Five
Lucy Yellow - Analyst
John Bell - Executive - Helper Eight
Mike Brown - Consultant
Mike Dunlop - Manager
Bill Purple - Partner - Helper Two



I am trying to find out How many Analyst, Consultant, Executive,
Manager,
Partner have their bookings done by Helpers and How many of them do
their own
bookings, and so on .
Any solutions are greatly appreciated.
Thanks