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Excel - Multiple value return/aggregation/column search

Posted on 2013-11-26
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Last Modified: 2013-11-30
Continuation of my original question - http://www.experts-exchange.com/Software/Office_Productivity/Office_Suites/MS_Office/Excel/Q_28302253.html

My original requirements have slightly changed and now consist of a 3-tier grading system. I have built out the document from the original post and have run into a couple of challenges. Using one of the formula's suggested previously (Formula #1 in the attached spreadsheet), I have attempted to adapt this to the grading system and have it partially operational. I have added a second formula (Formula #2) which achieves the desired result with easy success (note. the duplication of 'Project A' is purely for testing purposes)

Issue #1
The INDEX/MATCH (Formula #1) appears to locate the first desired value(s) in the dataset however won't move onto the next match even with new criteria. I'm unsure as to whether it's the way I structured the formula or not. I do understand the SMALL/ROW function can manipulate ascending search however the project (example. Project A) must only have one row on the Dashboard worksheet and contain and aggregate of the dataset (row #12 is incorrect and should actually appear like row #13). I however I cannot get it functioning to work. There is a UID field (identifier) in the dataset which possibly can be used to single out the rows? This one has stumped me for hours so would love to see it operational/cleaned up/working/any suggestions.

Issue #2
Formula #2 captures the results as required however the column headers for the documents in the dataset are statically referenced. As this data source will be an output via SharePoint (and refreshed at various intervals), I would prefer not to statically reference these (as the order may change etc) and instead search for their name (HLOOKUP? INDEX/MATCH?). Not sure how to integrate this into the formula.

Spreadsheet is attached for reference.

Thanks

Screenshot3CriteriaQ28302253-v2.0.xlsx
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Question by:just4kix
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Expert Comment

by:andrew_man
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Hi just4kix,

In excel, the cell reference can be absolute reference no dollar sign and relative reference with dollar sign in the address.

Refer to your issue#2, I think you don't understand the cell reference.  You should use $A13 instead of $A$13.

So, your 2 issues are similar problems!

Please notes,

From Hong Kong,
Andrew Man at email andrew.man@live.cn
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Author Comment

by:just4kix
Comment Utility
Hi,

I don't know if I haven't been clear enough but you have completely misunderstood the problems.

Issue #2 I am needing to locate the column header via text string in the current COUNTIFS formula (rather than fix with static references).
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Expert Comment

by:andrew_man
Comment Utility
Hi,

Try to use indirect or index

Andrew Man
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Accepted Solution

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andrew_man earned 500 total points
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Hi,

Here you go!

=IF(
COUNTIFS(Table1[[#All],[Project_Name]], $A13,Table1[[#All],[Active Phase]], C$9, INDIRECT("Table1[[#All],["&C$10&"]]"), "Complete",Table1[[#All],[Stage 3]], "Authorised"),3,
IF(OR(
COUNTIFS(Table1[[#All],[Project_Name]], $A13,Table1[[#All],[Active Phase]], C$9, INDIRECT("Table1[[#All],["&C$10&"]]"), "Still Due",Table1[[#All],[Stage 3]], "Authorised"),
COUNTIFS(Table1[[#All],[Project_Name]], $A13, Table1[[#All],[Active Phase]],C$9,INDIRECT("Table1[[#All],["&C$10&"]]"), "Complete", Table1[[#All],[Stage 3]], "Pending")),2,1))
Copy-of-3CriteriaQ28302253-v2.1.xlsx
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Author Closing Comment

by:just4kix
Comment Utility
Cool, you nailed it! Thanks...!

What are your thoughts on Issue #1?
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