Trying to figure out nested IF AND OR statement... please help!

delacruza18

New Member
Joined
Feb 3, 2020
Messages
1
Office Version
  1. 2013
Platform
  1. Windows
Hello... I work as a Quality Assurance Analyst and I am needing assistance with coming up with a very complicated nested formula. I am creating an "accountability" track sheet for Agent's audit scored for each month.

Here is our workflow with their Supervisors/Management:
- Agent's monthly score fails to meet minimum standard (90%)
- 1:1 Coaching is provided by Supervisor the next month
- Agent's monthly score fails to meet minimum standard (90%) within 6 months
- 1:1 Coaching is provided by Quality Analyst
- If Agent fails the next month after being trained by the Quality Analyst, Supervisor/Manager takes disciplinary action.

I posted an example of what this would look like as an attachment. Basically, I am trying to figure out a formula that will take into consideration their scored for a rolling 6 month period... Keep in mind that the tracking would need to "reset" after the Agent meets a 90% or higher for a month completed... IS THIS EVEN POSSIBLE?! :(
 

Attachments

  • 2020-02-03_8-10-17.png
    2020-02-03_8-10-17.png
    9.7 KB · Views: 19
  • 2020-02-03_8-17-02.png
    2020-02-03_8-17-02.png
    39.1 KB · Views: 18

Excel Facts

Save Often
If you start asking yourself if now is a good time to save your Excel workbook, the answer is Yes
Please try the follwing formula. It evaluates to TRUE if there is an event like you describe: two 90%- events in a row, preceded by another 90%- event at most 6 months before. It does not check if coaching took place. You can test it here.

J.Ty.

Book1
ABC
188.00%True
291.00%
399.00%
490.00%
596.00%
688.00%
790.00%
899.00%
989.00%
1088.00%
1196.00%
1299.00%
1394.00%
1480.00%
1598.00%
1698.00%
1795.00%
1894.00%
1989.00%
2090.00%
2190.00%
2290.00%
2390.00%
2490.00%
2590.00%
2690.00%
2790.00%
Sheet1
Cell Formulas
RangeFormula
C1C1=SUMPRODUCT(($A$6:$A$25<0.9)*($A$7:$A$26<0.9)*(($A$1:$A$20<0.9)+($A$2:$A$21<0.9)+($A$3:$A$22<0.9)+($A$4:$A$23<0.9)+($A$5:$A$24<0.9)))>0
 
Upvote 0

Forum statistics

Threads
1,214,552
Messages
6,120,172
Members
448,948
Latest member
spamiki

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top