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Count ifs that will determine if the customer will be removed in the system

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    Forum Contributor geliedee's Avatar
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    Count ifs that will determine if the customer will be removed in the system

    Hi All,

    I still have the same problem i have encountered. I have actually formulated a count ifs formula but it has to be corrected.
    the first check is i have to check (formula in column O) if the customer is active, if its active i can proceed with the below.


    1. I have customers in Column. As extracted (Column Q to V), these customers are linked to only to given customer number in column B.
    If this is the case, then the remarks should be "X" meaning i can delete the customer partner in the system.

    Like below:

    Attachment 408593

    2. The second scenario is this: The customer in Column G is linked to other customer which is not in column B.
    hence the results should be "just unlink". Like below:

    2.JPG


    I have formulated a count ifs formula but i think its missing something.

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    Can somebody help me with this? I've been stuck with this for weeks already.
    Attached is the file.
    Attached Images Attached Images
    Attached Files Attached Files

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    Re: Count ifs that will determine if the customer will be removed in the system

    See if this solves the issue:

    Countifs formula to be corrected.xlsx

    I changed the criteria ranges that are shown in red, since there are no values in those ranges as far as I can tell. I assumed the correct ranges as those were the only ranges containing the criteria.
    Hope this helps.

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    Re: Count ifs that will determine if the customer will be removed in the system

    Hi JeteMC,

    Thanks for your inputs. I wonder how to make it work if all are included in the list?
    I mean the main customer where its linked (Column AT) is also included in the column B list?

    Thanks
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    Re: Count ifs that will determine if the customer will be removed in the system

    I opened your file and could not find anything in Column AT.

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    Re: Count ifs that will determine if the customer will be removed in the system

    Sorry JeteMC, it should be on column Q.

    If the customers in column B is actually included on column Q, it should be X.

    Hope youc an still help me oyut!

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    Re: Count ifs that will determine if the customer will be removed in the system

    What should the formula display if the customer is not active, that is if there is not a 1 on column O for that customer?

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    Re: Count ifs that will determine if the customer will be removed in the system

    hI JeteMc ,

    It should be "X".

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    Re: Count ifs that will determine if the customer will be removed in the system

    If my understanding of the spreadsheet is correct, you want to find if the customer in column B is active and if the number of occurrences of "partner" in column G matches the number of occurrences in column V. If those conditions are met display an X and if those conditions are not met display "Just Unlink". The attached file makes use of the following formula to accomplish that task:
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    Copy of Countifs formula to be corrected.xlsx

    Let me know if you have any questions.

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    Re: Count ifs that will determine if the customer will be removed in the system

    Forgot the added criteria that even if the number of occurrences of "partner" in column G does not match the number of occurrences in column V, if the customer in column B is inactive, display "X".

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    Copy of Countifs formula to be corrected.xlsx

    Let me know if you have any questions.

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    Re: Count ifs that will determine if the customer will be removed in the system

    Thanks for that JeteMc! Totally worked...

    But i have here another scenario that is possible i just noticed it now


    1.JPG


    So as you can see, customer HHH is linked with customer 666 based on the extracted data.
    And customer 666 is already has the deletion flag (X) hence the result should be "X".

    Is it possible also to add that on the formula?
    Thank you so much.
    Attached Files Attached Files

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    Re: Count ifs that will determine if the customer will be removed in the system

    To account for the new scenario change the formula to:
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    Copy of Countifs formula to be corrected.xlsx

    Let me know if you have any questions.

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    Re: Count ifs that will determine if the customer will be removed in the system

    Hi jeteMC!

    Thank you so much for this! totally works. But I actually used in my file, the results are blank.
    the result should be "Just Unlink" Since
    Can you check the attached file?
    Last edited by geliedee; 08-24-2015 at 06:30 AM.

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    Re: Count ifs that will determine if the customer will be removed in the system

    Paste this code in M4 and copy down:
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    Let me know if you have any questions.

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    Re: Count ifs that will determine if the customer will be removed in the system

    Hi Jete,

    I came across this thread again and im reoping this since this is related to this..

    I've been using the formula you gave and it works perfectly. I just came with another scenario which has to be added..


    The customer linked to another customer under different sales org distribution channel and division.
    Then the tagging should be MFD SSA. Since we also have to consider the sales org distribution channel and division.

    As you can see below, HHH customer is linked to Cus1 under DK01 14/10.

    1.jpg


    Can you still help me with this?

    Thanks alot. ^^
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    Last edited by geliedee; 11-06-2015 at 09:04 AM.

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    Re: Count ifs that will determine if the customer will be removed in the system

    Try this modification of the formula pasted into M4 and copied down:
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    Let me know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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    Re: Count ifs that will determine if the customer will be removed in the system

    Hi Jete,

    i really appreciate your response on this.. i really owe you alot ^^

    This is the last scenario which i think the hardest:

    As you can see below, the external BP Partner ABC is linked to two customers with the same sales org, dc and division.

    Capture.JPG

    If this is the scenario, the result should be JUST Unlink since they exist in same sales org dc and dvision.

    How ever, the external BP Customer ABC is linked to another customer AAA under DK01 14/10.

    Capture.JPG

    Since customer AAA is given on the list of main customers, the tagging for the external BP ABC should be MFD SSA since it is linked to another active customer under FR01 14/10. Meaning it will be deleted under DK01 only and not FR01.

    Im so sorry this is the last scenario.. i tried to alter the formula you gave but i just cant figure it out..

    Hope you can help me.
    Attached Files Attached Files

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    Re: Count ifs that will determine if the customer will be removed in the system

    Shouldn't the customer partner in V6 be ABC instead of HHH?
    Assuming that to be the case then the following formula covers the conditions you brought up:
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    Let me know if you have any questions.
    Last edited by JeteMc; 11-10-2015 at 01:27 AM. Reason: Changed Formula

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    Re: Count ifs that will determine if the customer will be removed in the system

    Hi Jete!

    Thanks alot! That worked very well!
    However, how can we reomve the declaration of FR01 since thre will be other sales org like PK01, PH01 and many more?

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    Re: Count ifs that will determine if the customer will be removed in the system

    The issue there would be which organizations trigger the "MFD SSA" output and which ones are used to trigger the "Just Remove" and "X" outputs. I feel like it could be accomplished if either the Sales Organization(s) that will trigger the "MFD SSA" or "Just Remove"/"X" outputs are known, however I am not sure about that.

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    Re: Count ifs that will determine if the customer will be removed in the system

    Thanks Jete. Yes, but there will be alot of sales org

    Meaning it will only trigger to be selected sales are if the its linked to another customer with different sales org dc and dv.
    Thanks for all your help!
    Last edited by geliedee; 11-10-2015 at 09:34 AM.

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    Re: Count ifs that will determine if the customer will be removed in the system

    Might be helpful to get a fresh pair of eyes on this. I would suggest posting your requirement of having different sales organizations, distribution channels and divisions in a new thread. I suggest including a spreadsheet that is as close as you can make it to the expected actual spreadsheet without disclosing sensitive information.

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