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
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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.
IF(AND(like chandoo.org, love podcast),
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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13 Responses to “Data Validation using an Unsorted column with Duplicate Entries as a Source List”
Pivot Table will involve manual intervention; hence I prefer to use the 'countif remove duplicate trick' along with 'text sorting formula trick; then using the offset with len to name the final range for validation.
if using the pivot table, set the sort to Ascending, so the list in the validation cell comes back alphabetically.
Hui: Brillant neat idea.
Vipul: I am intrigued by what you are saying. Please is it possible to show us how it can be done, because as u said Hui's method requires user intervention.
Thks to PHD and all
K
Table names dont work directly inside Data validation.
You will have to define a name and point it to the table name and then use the name inside validation
Eg MyClient : Refers to :=Table1[Client]
And then in the list validation say = MyClient
Kieranz,
Pls download the sample here http://cid-e98339d969073094.skydrive.live.com/self.aspx/.Public/data-validation-unsorted-list-example.xls
Off course there are many other ways of doing the same and integrating the formulae in multiple columns into one.
Pls refer to column FGHI in that file. Cell G4 is where my validation is.
Vipul:
Many thks, will study it latter.
Rgds
K
[...] to chandoo for the idea of getting unique list using Pivot tables. What we do is that create a pivot table [...]
@Vipul:
Thanks, that was awesome! 🙂
@Playercharlie Happy to hear that 🙂
Great contribution, Hui. Solved a problem of many years!
Thanks to you, A LOT
Hi Hui,
Greeting
hope you are doing well.
I'm interested to send you a private vba excel file which i need to show detail of pivot in new workbook instead of showing in same workbook as new sheet.
Please contact me on muhammed.ye@gmail.com
Best Regards