Have one cell showing progress status

censura

New Member
Joined
May 15, 2007
Messages
24
Hi all hope you are well .

My problem is this -

I have created a excel sheet to track loan application progress. What i was after was to have one cell (Status) that would show the current status for each applicant. Applicants enter the progress sheet and are assigned the status 'Prospect' in column L of the sheet.

I have set up 2 conditions in columns AA & AB

In AA i am testing if we have a YES in column Z (we have received the required documents back if not this shows as NO) the formula for this being.
=IF((Z2="YES"), "Loan Client",L2) so if Z2 is YES we have the documents then update to Loan Client if NO then shows status in L2 'Prospect'

The other condition is testing if we have had the documents back within 14 days if not give it the status unresponsive
=IF(AND((A2<TODAY()-14),AA2="Prospect"),"Unresponsive","Prospect")

It is all a bit clumsy what i would like is either in column L to update with

Prospect - Loan Client or if not within 14 days Prospect - Unresponsive

If not possible in L then in another column so this shows on enter the system Status Prospect - either Loan Client or Unresponsive


There are additional steps i need to test on other conditions from other columns but if you can help great.

Thank you
 

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PeteWright

New Member
Joined
Dec 20, 2020
Messages
29
Office Version
  1. 365
  2. 2019
  3. 2016
Platform
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Do you have some sample data?
What make it much easier to see what's going on.
 

Toadstool

Well-known Member
Joined
Mar 5, 2018
Messages
1,463
Office Version
  1. 2016
Platform
  1. Windows
Hi Censura,

I'm finding it difficult to follow but is this what you need?

Censura.xlsx
ABKLMYZ
1Latest Document DateStatusDocuments Returned
229-Jan-21ClientYes
328-Jan-21ProspectNo
427-Jan-21ClientYes
526-Jan-21ProspectNo
625-Jan-21ClientYes
724-Jan-21ClientYes
824-Jan-21ProspectNo
923-Jan-21UnresponsiveYes
1022-Jan-21ProspectNo
1121-Jan-21UnresponsiveYes
Sheet1
Cell Formulas
RangeFormula
L2:L11L2=IF(AND(Z2="Yes",A2+14>=TODAY()),"Client",IF(Z2="Yes","Unresponsive","Prospect"))
 

Fluff

MrExcel MVP, Moderator
Joined
Jun 12, 2014
Messages
56,792
Office Version
  1. 365
Platform
  1. Windows
@censura

Cross-posting (posting the same question in more than one forum) is not against our rules, but the method of doing so is covered by #13 of the Forum Rules.

Be sure to follow & read the link at the end of the rule too!

Link supplied in post#2
If you have posted the question at more places, please provide links to those as well.

If you do cross-post in the future and also provide links, then there shouldn’t be a problem.
 

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