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Updating Column Based on Criteria within Fields

Posted on 2016-09-14
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Last Modified: 2016-09-26
Hi there, I have been trying to wrap my head around this for a bit and am wondering if Crystal would be better for this but prior to moving in that direction I thought I'd ask the experts!

I have attached a file of sample data and here is the summary:

>If someone is deceased using deceased date within 07/01/2015 to 06/30/2016 AND the CodeDate is in the same range, update the field list to "In Memoriam Current"
>If someone has deceased = Yes and no deceased date but the CodeDate is between 07/01/2015 and 06/30/2016 the update the list column to In Memoriam Current.
>If someone is deceased using deceased date prior to 07/01/2015 and the CodeDate is less than 07/01/2015 then update the column list to "In Memoriam"
>If someone has deceased = Yes and no deceased date and CodeDate is less than 07/01/2015 then update the column list to "In Memoriam"
>all others would be "Current"

Can excel do this or did I just confuse everyone? I'm curious because I normally use crystal and really don't want to make a ton of different reports but would like to automate this for future.

Thanks very much in advance -
CS
EE-Test.xlsx
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Question by:rporter45
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Accepted Solution

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Subodh Tiwari (Neeraj) earned 500 total points
ID: 41798503
Maybe this?

=IF(AND(M2>=DATEVALUE("07/01/2015"),M2<=DATEVALUE("06/30/2016"),OR(AND(G2>=DATEVALUE("07/01/2015"),G2<=TODAY()),AND(F2="Yes",G2=""))),"In Memoriam - Current",IF(AND(M2<TODAY(),G2<TODAY()),"In Momoriam","Current"))

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Author Comment

by:rporter45
ID: 41798586
So far that looks like it will work - I had a minor tweak to a cell letter but other than that - it looks ok so far. I will test live on the entire group and will let you know!  thanks - CS
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LVL 31

Expert Comment

by:Subodh Tiwari (Neeraj)
ID: 41798590
You're welcome!
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Author Closing Comment

by:rporter45
ID: 41817064
Perfect thanks - after seeing this I really have to see what else excel can do to make life easier!

thank you - CS
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LVL 31

Expert Comment

by:Subodh Tiwari (Neeraj)
ID: 41817113
You're welcome again!
There are endless possibilities, you only need to explore them. :)
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