OR function in Excel - Real Business Scenario

Scenario Mode

👤 Your Role: You are a sales assistant at a retail store.

📋 Request: Your manager wants to quickly identify which sales transactions qualify for a special discount. The discount applies if the sale amount is greater than $100 or if the customer is a member of the loyalty program.

📊 Data: You have a list of sales transactions with columns for Transaction ID, Sale Amount, and Loyalty Member status (Yes/No).

🎯 Deliverable: Create a new column that shows TRUE if the transaction qualifies for the discount and FALSE if it does not.

Sample Data

Transaction ID	Sale Amount	Loyalty Member
1001	120	Yes
1002	80	No
1003	150	No
1004	90	Yes
1005	50	No
1006	200	Yes
1007	70	No
1008	110	No

1

Step 1: Insert a new column next to the Loyalty Member column and name it 'Discount Eligible'.

Expected Result

A new empty column named 'Discount Eligible' is added.

2

Step 2: In the first cell under 'Discount Eligible' (D2), enter the formula to check if Sale Amount is greater than 100 OR Loyalty Member is 'Yes'.

=OR(B2>100, C2="Yes")

Expected Result

The formula returns TRUE for Transaction 1001 because Sale Amount is 120 and Loyalty Member is Yes.

3

Step 3: Copy the formula from D2 down to all rows in the 'Discount Eligible' column.

Drag the fill handle from D2 down to D9.

Expected Result

Each row shows TRUE if Sale Amount > 100 or Loyalty Member is Yes, otherwise FALSE.

Final Result

Transaction ID | Sale Amount | Loyalty Member | Discount Eligible
-------------------------------------------------------------
1001           | 120         | Yes            | TRUE
1002           | 80          | No             | FALSE
1003           | 150         | No             | TRUE
1004           | 90          | Yes            | TRUE
1005           | 50          | No             | FALSE
1006           | 200         | Yes            | TRUE
1007           | 70          | No             | FALSE
1008           | 110         | No             | TRUE

✓Transactions with Sale Amount over $100 qualify for the discount.

✓Transactions where the customer is a loyalty member also qualify.

✓The OR function helps combine these two conditions easily.

Bonus Challenge

Modify the formula to also qualify transactions for discount if the Sale Amount is exactly $100.

Show Hint

Change the condition B2>100 to B2>=100 inside the OR function.