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Evaluation logical expression and fetch matching records - Matrix

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    Evaluation logical expression and fetch matching records - Matrix

    I have following data in worksheet 1 & 2

    • DATA-RISK-LOGIC
    • DATA-TASK-USER

    Both worksheets contain one common field: TASK. Based on DATA-RISK-LOGIC I have to match users that are in DATA-TASK-USER

    Can anyone give an idea how to start with this? Being basic excel user I am doing this manual , but sometimes difficult to handle large data.

    See attached sample data in file : Risk-Matrix-Sample v1

    Thanks and Regards,
    Jay
    Attached Files Attached Files

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    Re: Evaluation logical expression and fetch matching records - Matrix

    I have a question for you. In your example data, looking at RSK-1, there are two tasks associated to that risk and by definition three unique users (JAY, SONU and BIN). Yet, in you example result sheet you are only showing JAY. Why?

    A second question relates to the fact that JAY is involved in both tasks associated to RSK-1, and the relation JAY and task TASK-ZZ2 occurs twice on DATA-TASK-USER (which is prefixed with a space by the way - why?). So should JAY show up twice in the result sheet or should the name be unique for the RSK-1 entry?
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    Re: Evaluation logical expression and fetch matching records - Matrix

    1.DATA-RISK-LOGIV is kind of master data which don't change.

    Example :

    Jay satisfies Risk_Logic of RSK-1 i.e having assigned to TASK-ZZ1 and TASK-ZZ2.

    Other users not present there coz they don't meet the condition.

    2.DATA-TASK-USER generated by system it list users who meet conditions of TASK-Z*.

    3.Just for sample data I used '-', where as actual data may not be having - value.

    4. Result-Risk-Matrix : should contain only hits that satisfies the risk logic, duplicates not allowed.

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    Re: Evaluation logical expression and fetch matching records - Matrix

    I am sorry but I am not convinced by your answer

    for example user SONU is linked to task TASK-ZZ1 on the DATA-TASK-USER tab, and as TASK-ZZ1 is linked to RSK-1 I would expect to see an entry on the result page for RSK-1 SONU.

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Furthermore, the entry TASK-ZZ3 SONU for example occurs twice on the DATA-TASK-USER tab.

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    Re: Evaluation logical expression and fetch matching records - Matrix

    updated file - see version 2. Deleted duplicates from DATA-TASK-USER.

    Risk logic should be processed according to equation value in column-D. Does it make sense.

    Regards,
    Jay
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    Re: Evaluation logical expression and fetch matching records - Matrix

    Sorry, but I still think something is not right

    Let me try once more

    DATA-RISK-LOGIC: RSK-1 has two linked tasks TASK-ZZ1 and TASK-ZZ2
    DATA-TASK-USER: TASK-ZZ1 has two users JAY and SONU

    so the result should be

    RSK-1 JAY
    RSK-1 SONU

    however SONU is not shown on the result tab. Why?

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    Re: Evaluation logical expression and fetch matching records - Matrix

    good questions.

    if you see the risk logic equation ( value in column-D) is RSK-1 = TASK-ZZ1 and TASK-ZZ2
    that means users RSK-1 users = users assigned to TASK-ZZ1 and TASK-ZZ2.

    only if TRUE and TRUE = 1, otherwise it is = 0.

    Is it clear?

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    Re: Evaluation logical expression and fetch matching records - Matrix

    jsimha

    This is how I understand.

    1) If any user satisfy all Tasks for a Risk, it should be there.

    2) If no user satisfy all Tasks for a Risk, all user concerning the Risk should be there.

    If above is correct, need clear condition for 2) to be listed in the final sheet, because final list is missing the users to me....

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Hi Jindon,

    Yes. 1. if any user satisfy all tasks according to equation it should be there. If not satisfied user shouldn't need to appeared in result.
    Final sheet missing? records satisfying condition should be added to Result-Risk-Matrix worksheet.

    Regards,
    Jay

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Jindon,

    I believe the requirement is actually more complex. For example if you look at RSK-3 the result sheet should contain

    - name of user that is assigned to either (task 1, 2 or 3) AND is assigned to (task 5 or 6)

    Slightly complex to code because of the AND/OR logic


    At least if you want to deliver a generic solution
    Last edited by OllieB; 01-04-2013 at 09:00 AM.

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    Re: Evaluation logical expression and fetch matching records - Matrix

    OK

    If I'm correct, the result looks like

    Risk1 - Jay
    Risk2 - Sonu
    Risk3 - None
    Risk4 - Sonu & Bin


    Correct?

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Result is correct for Risk1, 2 and 4 but not correct for Risk3. See below details :

    when we split the RISK-3 equation, it looks like this :

    RSK-3 = (TASK-ZZ1 OR TASK-ZZ2 OR TASK-ZZ3) AND (TASK-ZZ5 OR TASK-ZZ6)

    Uses who can satisfy above condition are :

    RSK-3 : JAY (how? Jay have TASK-ZZ1 and TASK-ZZ5)
    RSK-3 : SONU (how? Sonu TASK-ZZ3 and TASK-ZZ5)
    RSK-3 : BIN (how Bin have TASK-ZZ1 and TASK-ZZ5)

    Is it Clear? This and/or making this complex

    Regards,
    jay

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    Re: Evaluation logical expression and fetch matching records - Matrix

    OK,

    This is just for testing purpose and this is based on the data in "Overview"
    MsgBox will appear telling the details for each Task for each User.
    Please Login or Register  to view this content.

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    Re: Evaluation logical expression and fetch matching records - Matrix

    checked the code, it tells how many task user met against risk condition. But doesn't tell which task that user met.

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    Re: Evaluation logical expression and fetch matching records - Matrix

    OK, try the attached and see the result.
    Attached Files Attached Files

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Brilliant it works fine. I am checking additional conditions. Like below :
    (Qa OR Qb OR Qc) AND Qd
    Qa AND Qb AND Qc
    (Qa OR Qb OR Qc) AND (Qd OR Qe OR Qf)

    will get back to you. Excellent work.

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Dear Jindon,

    I did further testing, sorry to say that it isn't working.

    Task-User
    TASK USR
    TASK-SJ1 JAY
    TASK-SJ2 JAY
    TASK-SJ5 JAY
    TASK-SJ1 SONU
    TASK-SJ3 SONU

    Data-Risk-Logic
    RISK TASK CODE EQUATION
    RSK-1 TASK-SJ1 QA QA and QB
    RSK-1 TASK-SJ2 QB QA and QB
    RSK-2 TASK-SJ1 QA QA and QB
    RSK-2 TASK-SJ3 QB QA and QB
    RSK-3 TASK-SJ4 QA QA and QB
    RSK-3 TASK-SJ5 QB QA and QB

    result should be

    RSK-1 JAY

    But now program is giving following result, which is incorrect :

    Risk User
    RSK-1 JAY
    RSK-2 SONU
    RSK-3 JAY

    See sample file attached.

    Regards,
    Jay
    Attached Files Attached Files

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    Re: Evaluation logical expression and fetch matching records - Matrix

    missed a line in result should be :

    RSK-1 JAY
    RSK-2 SONU

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Hi jsimha,

    I have re-written the conditions on the main logic worksheet into:
    RSK-1 AND(TASK-ZZ1,TASK-ZZ2)
    RSK-2 AND(OR(TASK-ZZ3,TASK-ZZ4),TASK-ZZ5)
    RSK-3 AND(OR(TASK-ZZ1,TASK-ZZ2,TASK-ZZ3),OR(TASK-ZZ5,TASK-ZZ6))
    RSK-4 AND(TASK-ZZ3,TASK-ZZ4)

    I believe this is basically the same set of constraints as per your logic, but just written in a different manner. This format allows me to use the EVALUATE statement after replacing the TASK ID's with avlue of 1 when found and 0 when not fouond for a given user.

    The task assigned to the individual users:
    TASK-ZZ1 JAY
    TASK-ZZ2 JAY
    TASK-ZZ1 SONU
    TASK-ZZ3 JAY
    TASK-ZZ3 SONU
    TASK-ZZ4 SONU
    TASK-ZZ1 BIN
    TASK-ZZ2 JAY
    TASK-ZZ3 SONU
    TASK-ZZ5 BIN
    TASK-ZZ6 JAY
    TASK-ZZ3 JAY
    TASK-ZZ4 JAY
    TASK-ZZ5 SONU

    I have written some code that based on the above logic produces the following results:

    RSK-1 JAY
    RSK-3 JAY
    RSK-4 JAY
    RSK-2 SONU
    RSK-3 SONU
    RSK-4 SONU
    RSK-3 BIN

    Would this be the correct result?

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Hi jsimha,

    Please have a look at the enclosed workbook, I think it may actually be correct (and still generic)
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    Re: Evaluation logical expression and fetch matching records - Matrix

    Dear Jay,

    And a revised version (more elegant code, faster, etc)
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    Thumbs up Re: Evaluation logical expression and fetch matching records - Matrix

    Dear OllieB,

    Perfect working like a charm for give risk-logic. So I have extended my testing more risk logics - see in worksheet Additional-Logic

    I received incorrect results for RISK-8, it return all users for RISK-8, kindly check.

    By the way i have looked at code very clear and easy to understand.

    Greetings,
    Jay
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    Re: Evaluation logical expression and fetch matching records - Matrix

    Ok, can only look at it in an hour or so. Will let you what I find

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Found the problem. My solution assumes the TASD-ID to be 8 characters in length. You can see in the caculated equation that not all value substitutions have worked (vallues must be either 0 or 1). Will have to revise he code

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    Re: Evaluation logical expression and fetch matching records - Matrix

    yeah i thought so.
    problem with task data. have tasks with 4, 7 and 10 char long.

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    Re: Evaluation logical expression and fetch matching records - Matrix

    And found another problem. I was lazy and used Replace to substitute a task id with a 1 when found. However this also changed TASK-AA11 if it only needed to change TASK-AA1, which caused unpredictable results. All should be fixed in the appended workbook
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    Re: Evaluation logical expression and fetch matching records - Matrix

    I have not much time today, so I may not respond very quickly if you find additional problems

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Hi Jay,

    sorry for the trouble, but I thought of another potential problem that might occur in the future so I have changed the code again. This should be it
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    Re: Evaluation logical expression and fetch matching records - Matrix

    aha.. you rock.
    I will and test it and get back to you.

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    Re: Evaluation logical expression and fetch matching records - Matrix

    is my equation to the logic correct? when i have received error thought error may be because of incorrect equation specification.

    Logic : (Qa OR Qb OR Qc OR Qd) AND (Qe OR Qf OR Qg) AND (Qh OR Qi OR Qj)

    Equation :
    AND((OR(TASK-AA8,TASK-AA9,TASK-AA10,TASK-AA11)),(OR(TASK-AA12,TASK-AA13)),(OR(TASK-AA14,TASK-AA15,TASK-AA16)))

    I checked RSK-8 and it is working. I will do more tests.

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Hi Jay,

    Assuming your translation of Q* to Task is correct, I think your equation is correct. I do not think the brackets around the OR groups are needed though.

    So equation could be:
    AND(OR(TASK-AA8,TASK-AA9,TASK-AA10,TASK-AA11),OR(TASK-AA12,TASK-AA13),OR(TASK-AA14,TASK-AA15,TASK-AA16))

    I can't figure out whether you are experiencing errors or not. Do you want me to look at something for, or increase error tracking/reporting in the solution?

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Total logical expressions = 45,
    Total risks (combination of tasks) > 200 (per system) which evaluate one of above logical expressions.

    while translating them to equations a single error lead to incorrect report of risk. so thinking to automate this conversion process.Is it possible to do? Added the total data in data-risk-original.

    greetings,
    Jay
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    Re: Evaluation logical expression and fetch matching records - Matrix

    Jay, I did think about that earlier, but if it were easy I would not have asked for a different method of writing the equations to support the evaluate statement, but would have solved it in my code. I will have a go at it tomorrow or on Monday, but don't assume I can do it.

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    Thumbs up Re: Evaluation logical expression and fetch matching records - Matrix

    Hi Olaf,

    No problem. if it is difficult then i translate them manually to equation. As i mentioned i do more tests and let you know the end result. I am very confident that it works. Great work.

    Regards,
    Jay

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Hi Olaf,

    I have just tested the changes and it is not working when my risk looks like this :

    RISK EQUATION
    RSK-1 AND(M-PUORA,M-PHIDA)

    As mentioned tasks can go max 10 char length in some cases. is error because of naming convention only?

    Regards,
    Jay

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Almost have the automatic transformation working, around 80% completed :-)

    Can you please check '(Qa OR Qb OR Qc) OR (Qd OR Qe OR Qf OR Qg) AND (Qh OR Qi)' on row 333 in worksheet DATA-RISK-ORIGINAL. It has and AND and OR at the same level

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Jay,

    automatic transformation is now working. See worksheet DATA-RISK-ORIGINAL for the results after running routine pub_sub_BuildEquation().

    Some problems. Row 333 is still a problem and for certain rows there is no TASK ID filled in (i.e cell B is empty).

    You have already identified the next problem (your post #36). I expected all tasks to at least start with "TASK-" I have already seen that this is not true.

    The transformation routine transforms the tasks in the equations to $NAME$ so they can be more easily identified during the allocate user routine, which I have thus also adjusted, to incorporate this logic. I have changed the content of DATA-RISK-LOGIC worksheet accordingly.

    Please only execute further tests with this version only!
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    Re: Evaluation logical expression and fetch matching records - Matrix

    Jay,

    and as customary by now, just found another bug which needed to be solved
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    Re: Evaluation logical expression and fetch matching records - Matrix

    Hi Olaf,

    I started my testing based on v9 file. Let you know the results soon.

    Greetings,
    Jay

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Hi Jay,

    Herewith the most recent version (V10). The coding in this workbook has been completely re-written so you can keep using your "old" manner of writing equations.

    The solution uses:
    - DATA-RISK-ORIGINAL as input in the way it is currently formatted in this worksheet (so including the multiple rows for a risk id with aliases etc);
    - DATA-TASK-USER is still used to obtain all tasks assigned to users;
    - Result-Risk-Matrix is used as output for matched users (including supporting details such as original equation, transformed equation and actual result)

    The only routine that needs to be called is:
    pub_sub_AllocateUsers

    You can set/change the error message reporting level (currently no messages are shown) by changing the lib_flg_ReportErrors constant at module level to True. Yoi can also request for the transform result to be written to column F for every equation by setting lib_flg_ReportTransformResult to True.

    I would recommend to have a look at the DATA-RISK-ORIGINAL worksheet because some Task Id's are not provided (cell B is blank) and there is this one formula on row 333which has an AND and OR operator at the same level without brackets indicating how the evaluation should be performed

    I have done some basic testing and think it should work

    Rgds, Olaf

    PS. I have ignored the version posted by you via Dropbox as I believe the only thing that was changed was the MAIN worksheet.

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    Thumbs up Re: Evaluation logical expression and fetch matching records - Matrix

    Dear Olaf,

    Excellent. I will test new changes based on version 10.

    Apologies that didn't updated you back on incorrect risk logic, below is answer:

    1. Risk logic - 333 is incorrect. So Please ignore.
    2. Risk logic - empty tasks, incorrect we ignore this risk and no need to show up in risk-result matrix.

    Regards,
    Jay

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Hi Jay, any updates? Have you started testing?

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Quote Originally Posted by OllieB View Post
    Hi Jay, any updates? Have you started testing?
    Dear Olaf ,

    Testing comprises two parts:
    1. Build risk matrix : results
    2. Comparing results against the software output which was used earlier.

    I have done 1st part, no error. In the 2nd part I see differences in results between third part sw and excel. So I am busy with that will get back you as soon as possible.


    Greetings,
    Jay

    Sent from iphone.

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    Thumbs up Re: Evaluation logical expression and fetch matching records - Matrix

    Dear Olaf,

    I have tested and compared the results of rule matrix outcome so far so good no issues found.

    Excellent work, given solution reduce hell lot of work; let’s say 5 man days now a click away. Most important thing is accuracy which
    comes from automation is incomparable.

    Fantastic response from beginning…. Wishing you a great weekend ahead.

    Greetings,
    Jay

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    Re: Evaluation logical expression and fetch matching records - Matrix

    Dear Jay, I was happy to help. Glad it works as desired. Please mark this thread as closed and remember to click on the star icon if you are happy with my contribution. Take care.

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