In the 28th session of Chandoo.org podcast, let’s figure out how to express business rules & logic to Excel.
What is in this session?
What good are spreadsheets if they can’t solve business problems?
But we all struggle when it comes to modeling real world business conditions in Excel. For example, if you have below business rule to decide how much discount to offer a customer,
- If the customer bought 3 or more times previously and offer 15% discount
- If the customer bought 1 or 2 times previously AND customer’s age is >40, offer 10% discount
- If the customer visited our New York store between 6PM-9PM offer 5% discount
- Else no discount
How would you go about modeling these in Excel?
That is our topic for this podcast session.
In this podcast, you will learn
- The challenge of modeling business logic & rules in Excel
- My struggles with such formulas in early days
- 4 features of Excel that can help you with this.
- 1. Logical formulas
- AND
- OR
- NOT
- XOR
- 2. Support formulas
- IF
- IFERROR
- CHOOSE
- 3. Information formulas
- IS functions
- 4. Operators
- Brackets
- +*- operators
- Example business rules & how to write formulas for them
- Conclusions
Listen to this session
Podcast: Play in new window | Download
Subscribe: Apple Podcasts | Spotify | RSS
Click here to download the MP3 file.
Links & Resources mentioned in this podcast
Logical formulas – Syntax & Examples:
Support functions & concepts:
Advanced business rules & scenarios:
Homework for you:
- Write a formula to check if 2 dates are in same month
- Write a formula to check if few cells have same value
- An IF formula challenge for you
- Can you calculate sales commission?
Transcript of this session:
Download this podcast transcript [PDF].
What challenges do you face when modeling business rules / logic?
When I was learning Excel, I struggled a few years understanding the concept of logical functions. Of course I was in college, so I had all the time in world to explore and learn.
What about you? Do you write formulas that model real world logic? Where do you struggle? Please share your thoughts & inputs in comments section so that I can help you better.
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If you like chandoo.org & our podcast, please take a minute and do one or both of below:
- Leave a honest review on iTunes
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10 Responses to “Multiple Find Replace with Power Query List.Accumulate()”
Note: The text-formula above miss a -1. The video is correct.
😀 sorry, I made the exact same mistake as you did - initially - in the video. {0..3} is one thing, and Table.RowCount(replacements) -->3 items ={0,1,2} is another thing.
1st question : you've created a new column to put the replacements in. how ca we replace in the original column without creating a new one ?
2nd question : how can we replace the value in the entire cell and not only the text (Using ReplaceValue instead of text.Replace) ?
Thanks you in advance
Chandoo, I would be very interested to have your answers in both Yassine's questions!
Thank you for sharing,
Vassilis
Thank you for this! I was just doing an assignment where I was having to replace words with other words in my Excel sheet. We are starting with the basics in my class, so I know I don't have a huge list that I would need to find and replace, but this is something that could be useful down the road for me!
Hi
This is nearly perfect for my needs thank you, however I would like just the "replace" to be the result if possible please, I have tried in vain adjusting the formula without success.
Thank you in advance
Thank you! Awesome tip, and very flexible, too.
My find/replace values were in non-adjacent columns of a table containing a bunch of other data. Worked prefectly and I am now a tiny bit less clueless.
Hi!!!
I have the same question that Yassine did.
I need to replace the values in the same column. I don't want to create a new column e then have to remove the old column.
How could I could that?
That's a real fun article. It inspired me to delve deeper into the topic of List.Accumulate. I can see how the function works, but it takes an additional step to imagine how one can use it for more complex applications.
Your example also made it into my article, together with some other use-cases. Would be great to get your opinion on which other areas you would include in the article.
Let me drop the link to the page so others can too find it for further reading: https://gorilla.bi/power-query/list-accumulate/
Expression.Error: The name 'replacements' wasn't recognized. Make sure it's spelled correctly.