Index / Match.... maybe

shaztastic73

New Member
Joined
Jun 22, 2021
Messages
4
Office Version
  1. 2019
Platform
  1. Windows
Hi,

I'm not sure if Index / Match is the right way forward here as I seem to be going round in circles a bit, any help much appreciated....

I have the below table with a calculated column [Exclude.Items]
If an "Exclude" appears in the [Exclude.Items] column I need to copy it to the cells highlighted in Yellow as the values for [Employee.Reference] and [Updates.ProcessDate] match.....

2021-07-09 - Holiday pay xxxxxxx.xlsx
BCDGRST
1Employees.ReferenceEmployees.WorksNumberEmployees.SurnameUpdates.ProcessDatePaymentHistory.PaymentAmtCurExclude.ItemsColumn1
27007Johnstone10/05/201910 
37007Johnstone10/05/2019895.65 
47007Johnstone16/05/201910 
57007Johnstone16/05/2019895.65 
67007Johnstone23/05/201910 
77007Johnstone23/05/2019895.65 
87007Johnstone31/05/2019895.65 
97007Johnstone31/05/201910 
107007Johnstone06/06/201910 
117007Johnstone06/06/2019895.65 
127007Johnstone13/06/2019179.13 
137007Johnstone13/06/201910 
147007Johnstone13/06/2019716.52EXCLUDE
157007Johnstone20/06/2019895.65 
167007Johnstone20/06/201910 
177007Johnstone27/06/201910 
187007Johnstone27/06/2019895.65 
197007Johnstone04/07/201910 
207007Johnstone04/07/2019895.65 
217007Johnstone11/07/2019895.65 
227007Johnstone11/07/201910 
237007Johnstone18/07/201910 
247007Johnstone18/07/2019895.65 
SageReportData1
Cell Formulas
RangeFormula
S2:S24S2=IFERROR(IFS(COUNTIF([@[PaymentHistory.PaymentDescription]],"*HOLIDAY*"),"EXCLUDE",COUNTIF([@[PaymentHistory.PaymentDescription]],"*SICK*"),"EXCLUDE",COUNTIF([@[PaymentHistory.PaymentDescription]],"*FURL*"),"EXCLUDE",COUNTIF([@[Updates.SSPPaid]],">0"),"EXCLUDE",COUNTIF([@[Updates.SPPPaid]],">0"),"EXCLUDE",COUNTIF([@[Updates.SMPPaid]],">0"),"EXCLUDE",COUNTIF([@[Updates.SSPPaid]],">0"),"EXCLUDE",COUNTIF([@[Updates.SAPPaid]],">0"),"EXCLUDE",COUNTIF([@[Updates.ASPPPaid]],">0"),"EXCLUDE"),"")
 

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I think that the easiest way would be
Excel Formula:
=IF(COUNTIFS([Employee.Reference],[@[Employee.Reference]],[Updates.ProcessDate],[@[Updates.ProcessDate]],[Exclude.Items],"EXCLUDE"),"EXCLUDE","")
 
Upvote 0
Solution
I think that the easiest way would be
Excel Formula:
=IF(COUNTIFS([Employee.Reference],[@[Employee.Reference]],[Updates.ProcessDate],[@[Updates.ProcessDate]],[Exclude.Items],"EXCLUDE"),"EXCLUDE","")
That's worked a treat, thanks so much :)
 
Upvote 0

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