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Updating status based on set criteria

I am trying to compare "ES NEG POS Date" with "PV DETAILS THIS WK-S Date" and "ES NEG POS Amount" with "PV DETAILS THIS WK-S Amount" and update the status("Fixed" or "Unfixed") based on the below mentioned criteria.

Criteria based on Date
ES NEG POS Date      PV DETAILS THIS WK-S Date      Status
20-Nov-14        20-Nov-14        Fixed
20-Nov-14        5-Nov-14        Fixed
20-Nov-14        25-Nov-14        Unfixed

Criteria based on Amount
ES NEG POS Amount      PV DETAILS THIS WK-S Amount Status
50.00        50.00        Fixed
50.00        40.00        Fixed
-50.00        -40.00        Fixed
0.00        50.00        Unfixed
0.00        -50.00        Unfixed
50.00        90.00        Unfixed
-50.00        -90.00        Unfixed
-50.00        30.00        Unfixed
30.00        -50.00        Unfixed

Status after considering date and amount together
Status based on Date      Status based on Amount      Final status
Fixed        Fixed        Fixed
Fixed        Unfixed        Unfixed
Unfixed        Fixed        Unfixed
Fixed        Unfixed        Unfixed

One of my team members is doing this manually for at least 10 sheets. I tried to write “If/And/OR” logic as mentioned below, but was not successful completely. I am finding it difficult because of negative (-) number. Please help

For Date: IF(OR(E2=S2,E2=R2,E2<S2,E2<R2),"Fixed","Unfixed")

For Amount: =IF(T2=0,"Unfixed",IF(M2=T2,"Fixed",IF(AND(T2<0,M2>0),"UnFixed",IF(AND(M2<0,T2>0),"UnFixed",IF(AND(T2<0,M2<0,T2<M2),"Fixed",IF(AND(T2<0,M2<0,M2<T2),"UnFixed",IF(T2>M2,"Fixed",IF(M2>T2,"UnFixed",""))))))))

Hence curious to know if we can write a VB script for accurate results or any other better method I can use to get the right status.

Any suggestions would be greatly appreciated!

I am looking forward for the immediate and positive response!!!!!!

Thanks,
Ganesh

loneieagle2

What is the rule for Criteria Based on Date? It looks like you are using E2, R2 and S2 in your formula, but how does that match up with your example where you only have two dates?

What determines Fixed and Unfixed by amount?

I think we need a lot more explanation of what you are trying to accomplish.

Patrick Matthews

Yes. Please post the actual rules to follow, as well as a sample file showing several inputs and the output expected based on that input.

Ganesh Vijaykumar

ASKER

loneieagle2: Oops I am sorry for the confusion. Actually I am trying to compare dates under column PV DETAILS THIS WK-S Date with dates under column ES NEG POS Date and ES OSB NEG POS Date, hence you can see E2, R2 and S2 in the formula. While posting the question thought if I get the logic\condition for one, I can apply the same for another one.
However, to put this question differently:
Let us focus on comparing only two dates and amounts. I mean ES NEG POS Date with PV DETAILS THIS WK-S Date and ES NEG POS Amount with PV DETAILS THIS WK-S Amount.
Firstly we have to check the dates and then later amount and Update the final output
Let:
ES NEG POS Date be ED
ES NEG POS Amount be EA
PV DETAILS THIS WK-S Date be PVD
PV DETAILS THIS WK-S Amount be PVA
Example:
ED=PVD = Fixed EA=PVA=Fixed Final output = Fixed
ED=PVD = Fixed EA>PVA=Unfixed Final output = Unfixed
ED>PVD = Unfixed EA=PVA=Fixed Final Output = Unfixed

I could write the logic, but when its only negative combination and negative positive combination i am not getting the accurate results.

I have updated all the possible criteria’s in the attached spreadsheet. Hopefully this time I am clear on my request.
Will be looking for positive response!
Thanks,
G
Criteria-s.xlsx

loneieagle2

Still not clear on the rules. I'll just use ES and PV to name the columns. Are these correct?
1. Date: Unfixed if PV>ES, otherwise Fixed
2. Amount: see excel sheet

3. Combination: If both 1 and 2 are fixed then the final is fixed, otherwise unfixed.

If you clear up the ambiguities on the spreadsheet, I can get you and answer.
Criteria-s.xlsx

Ganesh Vijaykumar

ASKER

Thanks for your response!

Using ES and PV to name the columns is correct

1. Date: Unfixed if PV>ES, otherwise Fixed = Correct

3. Combination: If both 1 and 2 are fixed then the final is fixed, otherwise unfixed. = Correct

Amount: see updated excel sheet, I have updated the comments and status.

I hope i have cleared the ambiguities on the spreadsheet.

Will be looking for positive response at the earliest possible as i need to complete this ASAP

Thanks,
G
Copy-of-Criteria-s.xlsx

Ganesh Vijaykumar

ASKER

@loneieagle2 : I am awaiting your response! Hope you are clear on the rules now, please let me know if you need any further information.

Thanks,
G

Ganesh Vijaykumar

ASKER

@loneieagle2 : Just wanna inform you, I had to complete this task urgently, hence was trying out of my ways to write the condition/Logic and I think I am successful and logic is working fine. Below is the logic or condition I used, However it would be of great help if you could validate the below mentioned formula and also lemme know if you have a better logic/condition to get the accurate output Or any other way (VB) to get the accurate results or long term solution.

For Date : E2 = ES ; R2 = PV
=IF(E2>R2),"Unfixed","Fixed")

For Amount : T2 = ES ; M2 = PV
=IF(T2=0,"Unfixed",IF(T2>=M2,"Fixed",IF(T2<M2,"Unfixed",IF(AND(IF(AND(SIGN(T2)=-1,SIGN(M2)=-1),"Neg","")="Neg",T2<M2),"Fixed",IF(AND(IF(AND(SIGN(T2)=-1,SIGN(M2)=-1),"Neg","")="Neg",T2>M2),"Unfixed",IF(AND(IF(AND(SIGN(T2)=-1,SIGN(M2)=-1),"Neg","")="Neg",T2=M2),"Fixed",IF(AND(SIGN(T2)=-1,SIGN(M2)=1),"Unfixed",IF(AND(SIGN(T2)=1,SIGN(M2)=-1),"Unfixed",""))))))))

Will be awaiting your response!

Thanks,
G

loneieagle2

How about:
=IF(OR(E2>R2,T2=0,SIGN(T2)<>SIGN(M2),ABS(T2)>=ABS(M2),"Unfixed","Fixed")

I think this gets everything

loneieagle2

=IF(OR(E2>R2,T2=0,SIGN(T2)<>SIGN(M2),ABS(T2)>=ABS(M2)),"Unfixed","Fixed")
Missed a parenthesis.

loneieagle2

=IF(OR(E2>R2,T2=0,SIGN(T2)<>SIGN(M2),ABS(T2)<ABS(M2)),"Unfixed","Fixed")
Sorry, had the ABS comparison backwards. This should do it.

Since the combination of date and amount both have to be fixed, either one being Unfixed makes the result Unfixed. So we just need to find all occurrences that make it unfixed.
1. First date greater than the 2nd date
2. First amount 0
3. Different signs
4. The magnitude of the first number less than the magnitude of the second.

Or we could have found Fixed by using AND with:
1. First date less than or equal to 2nd date.
2. First amount <>0
3. Same Sign
4. The magnitude of the first number greater than or equal to the second.

Hope this helped.

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Ganesh Vijaykumar

ASKER

Sorry for the delayed response! The formula worked for me... Thanks for your help!