vendredi 7 août 2015

Excel find if user paid monthly invoice

I have two worksheets

Worksheet1 looks like:

Customer  | June | July | August
John      |      |      |     
Jane      |      |      |     
Bob       |      |      |     
Ann       |      |      |     

Worksheet2 looks like:

Customer  | Paid Amount | Month
John      | $50         | June    
Jane      | $20         | June    
Bob       | $100        | June    
Ann       | $10         | June  

John      | $30         | July    
Jane      | $40         | July      
Ann       | $5          | July  

Bob       | $10         | August
John      | $10         | August
Jane      | $20         | August

In Worksheet1 I need a formula that simply returns a string, like "Paid" or "Not Paid", by taking the Customer name from Worksheet1, doing a lookup on Worksheet2 for that customer name, and checking if there is a payment record for that month. Based on the example data above, the result in Worksheet1 should look like:

Customer  | June | July     | August
John      | Paid | Paid     | Paid    
Jane      | Paid | Paid     | Paid    
Bob       | Paid | Not Paid | Paid   
Ann       | Paid | Paid     | Not Paid    

I tried the following:

IF(ISNA(VLOOKUP([@Customer],table_from_Worksheet2,2,FALSE)),"No","Yes")

Problem is that's checking the entire Worksheet2 and not filtering by the month in question. I need to somehow tweak the VLOOKUP (or use another method such as INDEX and MATCH but I don't know how to use them) to find if customer made a payment for that specific month.

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