John Lemmon
New Member
I have data that has columns that includes things like Account-code, Procedure-name, Step-name....
e.g.
Acc Proc Step
ABC123 PROC1 STEP1
23ZX APROC 1S
470168 X1 STP3
I want to create a helper column called 'Category' and have a formula that will create this. However (and this is my question), my data is different for many different clients and I'd like to externalise that formula... so for example for Client1 the formula would use first 3 Chars of Account to know the Category, for another Client the last 2 Chars are used and so on...
So, my question is, how would you go about creating a helper column in the data that 'refers' to another cell that contains the forumula to be used (to allow the client to specify how the category is set), a follow-up question would be are there any clever ways to set the category column/formula to support mulltiple columns.
Basically what I'm looking for is pointers/ideas on a good way to set a Category 'helper' column, but give the control of entering the criteria to set this to the End-User.
e.g.
Acc Proc Step
ABC123 PROC1 STEP1
23ZX APROC 1S
470168 X1 STP3
I want to create a helper column called 'Category' and have a formula that will create this. However (and this is my question), my data is different for many different clients and I'd like to externalise that formula... so for example for Client1 the formula would use first 3 Chars of Account to know the Category, for another Client the last 2 Chars are used and so on...
So, my question is, how would you go about creating a helper column in the data that 'refers' to another cell that contains the forumula to be used (to allow the client to specify how the category is set), a follow-up question would be are there any clever ways to set the category column/formula to support mulltiple columns.
Basically what I'm looking for is pointers/ideas on a good way to set a Category 'helper' column, but give the control of entering the criteria to set this to the End-User.