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Lookup the earliest and latest values of customer data based on dates and compare survey scores

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(@danalton)
Posts: 1
New Member
Topic starter
 

Hi - I have a large number of customer feedback scores I need to compare the start and end survey (there are 3 different surveys) score of

The data looks like this

Customer ID Salesman Product ID Area Meeting Number M Date Survery 1 Survey 2 Survey 3
365661 GD 8311 North 2 06/10/17 7 1 10
368466 GD 8311 North 2 06/10/17 3 3 10
200497 GD 8311 North 2 06/10/17 13 12 23
383866 GD 8311 North 2 06/10/17 0 2 0
197282 GD 8311 North 2 06/10/17 14 4 22
384841 GD 8311 North 2 06/10/17 1 0 0
384846 GD 8311 North 2 06/10/17 2 1 5
386631 GD 8311 North 2 06/10/17 2 8 0
386721 GD 8311 South 2 06/10/17      
388591 GD 8311 North 2 06/10/17 11 11 8
365661 GD 8311 North 3 13/10/17      
368466 GD 8311 North 3 13/10/17 3 4 8
200497 GD 8311 North 3 13/10/17 9 9 18
383866 GD 8311 North 3 13/10/17 0 1  
197282 GD 8311 North 3 13/10/17 18 7 22
384841 GD 8311 North 3 13/10/17 1 0 0
384846 GD 8311 North 3 13/10/17 4 0 0
386631 GD 8311 North 3 13/10/17 2 2 0
386721 GD 8311 South 3 13/10/17 0 3 0
388591 GD 8311 North 3 13/10/17 12 9 25
365661 GD 8311 North 4 20/10/17 0 0 0
368466 GD 8311 North 4 20/10/17 3 3 7
200497 GD 8311 North 4 20/10/17      
383866 GD 8311 North 4 20/10/17 0 1 0
197282 GD 8311 North 4 20/10/17 15 6 19
384841 GD 8311 North 4 20/10/17 1 0  
384846 GD 8311 North 4 20/10/17 6 5 4
386631 GD 8311 North 4 20/10/17 3 3 3
386721 GD 8311 South 4 20/10/17 0 3 0
388591 GD 8311 North 4 20/10/17 9 10  

Any suggestions on a formula I can use that will use the customer ID as a base, then pull out the earliest survey score and the latest survey score?

I'd need it to look a bit like

CUSTOMER ID - EARLIEST SURVEY 1 SCORE - LATEST SURVEY 1 SCORE - DIFFERENCE BETWEEN THE SCORES

Thanks!!

 
Posted : 14/11/2017 5:44 am
(@catalinb)
Posts: 1937
Member Admin
 

Hi Daniel,

Assuming that the data table is sorted by date, smallest to largest, you can use these 2 formulas to get the first and last matches:

=INDEX([Survery 1],MATCH([@[Customer ID]],[Customer ID],0)) (Match function will get the first match always)

=LOOKUP(2,1/([Customer ID]=[@[Customer ID]]),[Survey 3]) LOOKUP will get the last match.

Attached is the file with these formulas applied.

 
Posted : 15/11/2017 1:25 am
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