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MS Office Forum / Excel / New Users / September 2005

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Ken Ivins - 02 Sep 2005 19:42 GMT
I have created a worksheet of new/lost and sales moved from one vendor to
another with the associated sales people.

New

     Date Customer Name Type Vendor Premium  Commission SalesPerson

-----------------------------------------------------------------------------------------------------------------------------------
Lost

     Date Customer Name Type Reason Vendor Premium  Commission SalesPerson

--------------------------------------------------------------------------------------------------------------------------------------------------

Moved

     Date Customer Name Type Placed With Moved From Premium Premium Premium
Comm % Comm % Change Name

I like to have excel look down a column of new sales and find all of Vendor
"A" sales and return a sum for the year. I need to do this for each vendor,
each sales person, both sales and commission, for new, lost and moved from
one to another.

I have created lists of sales people and vendors to insure that they are
spelled correctly.

I have tried VLookup but that only finds the first time a vendor or Sales
person is encountered. I tried an "If" statement for each row and this works
but I am running out of columns for each variable and future new vendors and
sales people. I could rotate the columns to rows so I could do these "If"
statements but that is a lot of work.

I tried a pivot table but then I need to create a macro with a button or
short cut to update it and sort it alpha by vendor/sales person (on multiple
worksheets).  I think I know enough Visual Basic to do this but I know
people will forget to update things and wonder why the information is wrong.
I prefer to keep things as simple as possible for the end user (less is
better).

So is there a better (simpler) function I could use or do I need to learn
more Visual Basic to make this happen?

Thanks,
Ken
Cutter - 02 Sep 2005 21:58 GMT
It seems like you could use the SUMPRODUCT() function.  You sound like
you know your way around in Excel so if you do a search on that you'll
likely be able to solve your problem.

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Cutter

Ken Ivins - 06 Sep 2005 14:48 GMT
Cutter,

Thanks.

Ken

> It seems like you could use the SUMPRODUCT() function.  You sound like
> you know your way around in Excel so if you do a search on that you'll
> likely be able to solve your problem.
 
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