Workable Formula within Excel Table

overmyer24

New Member
Joined
Mar 31, 2020
Messages
5
Office Version
  1. 2016
Platform
  1. Windows
  2. Web
Good evening - I'm struggling at trying to create a formula within a Table of data, which is driving a Pipeline Dashboard for our sales team.

Opportunity OwnerOpportunity Effective DateStageSubscribersMembersFunding
Sales A1/1/2020Finalist1000020000FI
Sales B1/1/2020Closed Won269511FI
Sales B1/1/2020Submitted to Customer107214FI
Sales C1/1/2020Quoting702013338ASO
Sales D1/1/2020Initiated46259250ASO
Sales A1/1/2020Closed Lost32946259ASO
Sales A1/1/2020Closed Won320600ASO

I didn't find anywhere to attach a spreadsheet, so I must've missed it. Anyway, I want a column next to "Funding" to be a formula that shows "Active" or "Inactive". Active would be associated with Finalist, Submitted, Quoting and Initiated. All other names within the Stage header would be Inactive. Can anyone quickly put together a formula for this?

Thanks,

rO
 

Excel Facts

What do {} around a formula in the formula bar mean?
{Formula} means the formula was entered using Ctrl+Shift+Enter signifying an old-style array formula.
Result below uploaded using XL2BB


I have assumed that you are using a structured Excel Table - if not replace structured references in dormula with cell references

Book1
ABCDEFG
1Opportunity OwnerOpportunity Effective DateStageSubscribersMembersFundingActive
2Sales A01/01/2020Finalist1000020000FIActive
3Sales B01/01/2020Closed Won269511FIInactive
4Sales B01/01/2020Submitted to Customer107214FIInactive
5Sales C01/01/2020Quoting702013338ASOActive
6Sales D01/01/2020Initiated46259250ASOActive
7Sales A01/01/2020Closed Lost32946259ASOInactive
8Sales A01/01/2020Closed Won320600ASOInactive
Sheet7
Cell Formulas
RangeFormula
G2:G8G2=IF(OR([@Stage]="Finalist",[@Stage]="Submitted",[@Stage]="Quoting",[@Stage]="Initiated"),"Active","Inactive")
 
Upvote 0
Solution
Thank you very much!!! I was adding too much information. Thank you again, appreciate it.!
 
Upvote 0
Another way

overmyer24.xlsm
ABCDEFG
1Opportunity OwnerOpportunity Effective DateStageSubscribersMembersFundingActive
2Sales A1/01/2020Finalist1000020000FIActive
3Sales B1/01/2020Closed Won269511FIInactive
4Sales B1/01/2020Submitted to Customer107214FIInactive
5Sales C1/01/2020Quoting702013338ASOActive
6Sales D1/01/2020Initiated46259250ASOActive
7Sales A1/01/2020Closed Lost32946259ASOInactive
8Sales A1/01/2020Closed Won320600ASOInactive
Sheet2
Cell Formulas
RangeFormula
G2:G8G2=IF(ISNUMBER(MATCH([@Stage],{"Finalist","Submitted","Quoting","Initiated"},0)),"Active","Inactive")



@Yongle
I notice that you are using a very old version of XL2BB. There have been many enhancements and bug fixes since v1.0
 
Upvote 0

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