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Tagging records on sumif and moving to next tag|General Excel Questions & Answers|Excel Forum|My Online Training Hub

You are here: Home / Tagging records on sumif and moving to next tag|General Excel Questions & Answers|Excel Forum|My Online Training Hub
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sp_CrumbsHome HomeExcel ForumGeneral Excel Questions & Answe…Tagging records on sumif and moving…
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Tagging records on sumif and moving to next tag
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Prem Kiran

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August 25, 2020 - 6:41 am
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Hello,

I want to tag each record to A untill the sum of OS becomes equal or not great than A. then the next record should start taking B until the sum of OS is equal  or not greater than  B.

I have 20000 records and 44 tags to match up.

click here to see file

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Philip Treacy
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August 25, 2020 - 9:19 am
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Hi,

In your workbook, the first example for Karthikeyan, the OS value is 475,998 but the tag is A?  But in your lookup table the treshold value for A is 100,000?

Regards

Phil

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Prem Kiran

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August 25, 2020 - 1:42 pm
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Hi,

I have rectified the issue and also marked the result manually. Please see the file again and help me.

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Philip Treacy
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August 25, 2020 - 2:14 pm
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Hi,

is the value for D supposed to be 130,000?

Phil

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Philip Treacy
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August 25, 2020 - 2:23 pm
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Can you please check your examples, they don't seem to match up with the description of what you want - see attached image.

Phil

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Prem Kiran

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August 25, 2020 - 2:35 pm
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The sum do not match exactly to 100,000. So It should cover up little more than the tag amount.

um 

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Philip Treacy
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August 25, 2020 - 3:04 pm
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You said

I want to tag each record to A untill the sum of OS becomes equal or not great than A. then the next record should start taking B

so if the sum of OS is greater than 100,00 shouldn't the tag for row 4 be B?

and what about the value for Tag D?

Regards

Phil

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Prem Kiran

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August 25, 2020 - 3:05 pm
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Please help me as per the results i made manually. 

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Mynda Treacy
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August 25, 2020 - 8:28 pm
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Hi Prem,

Excel doesn't understand "So It should cover up little more than the tag amount." Little more isn't something Excel can evaluate. You must give it exact instructions e.g. greater than, less than or equal to. There is no way to tell it 'a little more'.

In the attached file I've used an approximate match VLOOKUP to return the tag. If you want different tags, change the 'amounts' in column H.

Mynda

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Prem Kiran

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August 26, 2020 - 3:56 am
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Thanks. This is meeting my requirement

S

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