Hi Guys, Trying to create a formula to count multiple values in a column

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Hi Guys, Trying to create a formula to count multiple values in a column that has been designed to capture multiple trades trying to use a count-if formulas but not having much luck any suggestions?

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  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
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    Can you provide more detail? Are you trying to count cells that contain 3 different options in each cell or are you trying to count cells that have at least one of three different options? Are the options in a multi-select column?

  • Sean McNulty
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    Thanks Paul, appreciate your insight in community.

    What I am trying to do is create a formula that pulls certain criteria from say 4 cells and the outcome is an approval to push a row through a workflow automation.

    =IF(Citizen102 = "Yes", "Approved for next round", IF([ABN #]102 = "Yes", "Approved for next round"))

    This is working so far however I need to add another set from a column that has 3 drop down text options 2 of which we want and one we don't. EG Public Company and Private Company approved for next round but (Partnership/Trust/Sole Trader) deems the row not approved for next round.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
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    Lets try something like this...

    =IF(OR(Citizen@row = "Yes", [ABN #]@row = "Yes", [Dropdown Column]@row <> "Partnership/Trust/Sole Trader"), "Approved for next round")

  • Sean McNulty
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    Hi Paul,

    Getting somewhere now didn't think of using @row but makes sense. however I need to be able to show if [Entity]@row = "Private Company or Public Compnay with both citzen and abn# being yes then the row is approved for next round.

    However i then havbe to try and also ensure that if "Partnership/Trust/Sole Trader"is selected in that row thenit is not approved?


    This is what I tried? but not working


    =IF(OR(Citizen@row = "Yes", [ABN #]@row = "Yes", [Entity]@row <> "Private Company", "Public Company), "Approved for next round",[Entity]@row= "Partnership/Trust/Sole Trader", "Not eligible")))


  • Sean McNulty
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    Excuse the spelling it been a long day😫

  • Sean McNulty
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    Hi Paul.

    =IF(OR(Entity@row <> "Partnership/Trust/Sole Trader", Citizen@row = "Yes", [ABN #]@row = "Yes"), "Approved for next round")

    is what we are trying but when you select "Partnership/Trust/Sole Trader" it still show up in the column as approved for next round?

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
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    My apologies. I read "another set" as adding another OR criteria. Let me double check your criteria...


    Citizen@row = "Yes"

    and

    [ABN #]@row = "Yes"

    and

    Entity@row <> "Partnership/Trust/Sole Trader"


    Is that it? You need two "Yes" cells and the third is not "Partnership/Trust/Sole Trader"?

    Or is it at least one "Yes" out of the first two and the third is not "Partnership/Trust/Sole Trader"?

  • Sean McNulty
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    Thanks Paul,

    That's

    right

    Citizen@row = "Yes"

    and

    [ABN #]@row = "Yes"

    and

    Entity@row <> "Partnership/Trust/Sole Trader"

    Need two "Yes" cells and the third is not "Partnership/Trust/Sole Trader" If though Partnership/Trust/Sole has been selected when the person completed the form I need the formula to then ensure the row is flagged as not eligible. issue I have at the moment is the"Partnership/Trust/Sole Trader are getting through the workflow approval as they have approved for next round?

    I'm guessing its a pretty straight forward formula maybe I'm making it more difficult that it needs to be just not sure

    Thanks Paul

  • Sean McNulty
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    Ok I think I have it

    I changed the or to and an it seemed to work the only issue i have is that if a supplier has left the entity cell blank (didn't enter anything ) it is approving this vendor for next round. how do I add a rule to this to ensure if entity is blank that it cannot progress?

    =IF(AND(Entity@row <> "Partnership/Trust/Sole Trader", Citizen@row = "Yes", [ABN #]@row = "Yes"), "Approved for next round")

    Thanks

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
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    If ALL criteria needs to be met, then you would need to use an AND statement instead of an OR.

    =IF(AND(Citizen@row = "Yes", [ABN #]@row = "Yes", [Dropdown Column]@row <> "Partnership/Trust/Sole Trader"), "Approved for next round")

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
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    My apologies. For some reason your last comment didn't load the first time I pulled up this thread.

    =IF(AND(Entity@row <> "", Entity@row <> "Partnership/Trust/Sole Trader", Citizen@row = "Yes", [ABN #]@row = "Yes"), "Approved for next round")

  • Sean McNulty
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    Thanks Paul, legend!!

    Was thinking ISBlank was needed as I couldn't get the """" to work but the formula you proved now works a treat.

    Greatly appreciated

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
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    A blank is a double set of quotes with either one or no spaces in between, and <> is the same as "not equal to".

    Entity@row <> ""

    is much shorter (and has less parenthesis to get mixed up) than

    NOT(ISBLANK(Entity@row))

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