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hierarchy formula

  1. #1
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    hierarchy formula

    Sorry to bother you guys yet again

    but i am a newbie to excel , and iv e got majority of the books but it doesn’t help me in what i am trying to achieve

    i am trying to create a summary where i analyse all the info particular “corpid (column A), chain id (column B),External ID (column d), on sheet1 , and determine at the highest level do we have an email address

    i don’t know if this can be done in excel , however i am hoping it can be

    I am probably not describing this too well but, hopefully this will make sense

    column A, row 2-9 are the same company, it is linked to a chain, and it has individual outlets, however there isn’t any email address provided

    column B row 10-15, there isn’t a corporate account, however there is a chain, and outlets and we have an email address ( in this instance the highest level we have the email address is an chain)


    column B row 16-18, there isn’t a corporate account, however there is a chain, and outlets and we don’t have an email address ( in this instance the highest level is the chain but we don’t have an email address )

    i am trying to determine, what is the highest level and do we have an email address for them
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    Last edited by masond3; 01-10-2012 at 11:17 AM.

  2. #2
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    Re: Determine, what is the highest level and whether the account has email address !

    Hi,

    Might it not be better to extract a unique list of email addresses and then pick the highest level.
    See the new sheet 2 I've attached.

    Regards
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    Richard Buttrey

    RIP - d. 06/10/2022

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    Re: vlookup ?

    HI Richard

    I dont no, what is the easiest and most viable way to achieve the result i want ? because i also dont want duplicate records in there aswell.

    in my head i know what i want to achieve but i am not very good at trying to explain them !

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    Re: vlookup ?

    Hi,

    I'm not sure whether you're saying that the result I gave you is what you want or not.

    You seemed to be saying that you wanted the email address associated with the highest level. I turned the logic around and said OK, let's use all the email addresses and find the highest level in each column associated with that email address

    If this is not what you want then manually create and give some specific examples of the results you expect to see in a new sheet.

    Regards

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    Re: vlookup ?

    You could take Richard's approach one step further and use Text to Columns to split out the name and the domain.

    See the attached sample workbook, based on Richard's example.

    Regards, TMS
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    Trevor Shuttleworth - Retired Excel/VBA Consultant

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    Re: vlookup ?

    Hi Richard

    What you said is spot on. Can you explain to me , how your formula works ?

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    Re: vlookup ?

    Hi

    Is there anyway, you can put this into a summary

    So you would say in total there is 829 email addresses provided out of the 1479 records. Out of those 861 emails addressed only 629 were unique.
    Out of those 629 email address, we had 11 which were at the highest level e.g. corporation
    67 were at chain level

    551 were at outlet level ?

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    Re: vlookup ?

    Hi,

    Essentially yes.

    1479 records, 861 rows with email addresses of which 629 were unique records.
    Of the 629 unique emails, 11 were at the CORPID level, 78 at the CHAINID level and all 629 were to be found at ACCOUNTID and EXTERNALID

    Regards

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    Re: vlookup ?

    Hi Richard


    After further investigation, it looks like that you removed duplicates of email address and determined whether or not it was the highest in the chain. But I have come across one example where BRIDGHIDIN.HEENAN@PAYMENTSENSE.COM has entered her name in the email field more than once, they are individual outlets and not in the list,

    anyway we can incorporate duplicate email address if outlets /chain or corp don’t match ?

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