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cbaqir
Specialist II
Specialist II

Finding Matches and Gaps in a group

I am so frustrated and hoping someone can help me quickly as I have to complete this by tomorrow.

I have a spreadsheet with 3 tabs: Users, Groups and XWalk

Users contains a name and a facility that person is associated with.

Groups contains a name and the groups the person is currently associated with.

The Xwalk shows a mapping of facility to group names.

The goal is to identify is a user is in all the applicable groups for the facilities they belong in. For example, KEY_NAME: Cnocjv, Vyumldt is in 4 facilities but only 1 group. I need a table that shows whether a user is "Already in group" or "Need to Add". 

For the life of me I can not get this to work. Someone, please help me.

I was hoping it would be as simple as something like if(Facility=Current_CAG,'Already in Group','Need to Add')

13 Replies
arpitkharkia
Creator III
Creator III

Can you post some sample data for all the three sheets?

cbaqir
Specialist II
Specialist II
Author

There is data in the QVW and I referenced an example.

sunny_talwar

It seems that you have short forms in Current_CAG....

Capture.PNG

So, MSJMC = Mercy San Juan Medical Center I assume, but since the values don't match... how will you get Already in the group?

Also, on the Second tab of the Excel file... (Cell B2), you left Lisa's full name in there... you might want to fix the Excel file and repost it

cbaqir
Specialist II
Specialist II
Author

Sunny - my friend! There is a table called XWalk that matches the two.
cbaqir
Specialist II
Specialist II
Author

 
sunny_talwar

Lol... then use this

if([Consult Accelarator Group]=Current_CAG,'Already in Group','Need to Add')
cbaqir
Specialist II
Specialist II
Author

I tried that but it didn't work for other people. For example,

 

2019-04-18_7-33-17.jpg

cbaqir
Specialist II
Specialist II
Author

cbaqir
Specialist II
Specialist II
Author

Ok, here's something strange... For Lisa A., if I don't filter on a Currect_CAG, I see Need to Add 

No filter:

2019-04-18_9-17-58.jpg

but if I click on the Currect_CAG = CHMC, it shows Already in Group.

2019-04-18_9-19-51.jpg