agent

  1. S

    Conditional Array formula

    Hi All. I need an formula that will pull data from a sheet like this. <colgroup><col style="mso-width-source:userset;mso-width-alt:2157;width:44pt" width="59"> <col style="mso-width-source:userset;mso-width-alt:2084; width:43pt" span="5" width="57"> <col...
  2. D

    Multiple criteria with Multiple Match

    Data Table: <tbody> Date Store Agent July 1 2017 Anderson 100 July 1 2017 Nashville 99 July 1 2017 Kentucky 100 July 2 2017 Maine 100 July 2 2017 Riverdale 99 July 4 2017 Alabama 100 July 4 2017 South Carolina 100 July 4 2017 Anderson 99 </tbody> Result: <tbody> Agent...
  3. Y

    Need a formula

    Good day, I have a spread sheet that consists of two sheets, sheet one has my sales agent in colum A and dealer codes from B-L, sheet two has die dealer code in colum A, dealer name in colum B and in Colum C I need to find the correct sales agent from sheet one for the specific dealer Please help
  4. B

    Excel Sumproducts with Row Number returned

    Dear All, I have very hard question. Criteria's Cell G2 I'm looking for Sales Agent named 'A' Cell K2 looking contract status of 'Settlement'. Cell L2 $500,000 I'm trying find out row number when the Sales Agent named, 'A', first surpasses cumulative settlement sales of $500,000. I have...
  5. B

    Excel formula to adjust for a short fall?

    Hello, what is the best Excel formula to adjust for this shortfall? <colgroup><col><col><col></colgroup><tbody> Revenue Split Total Revenue $5,000 100% Agent (80%) $4,000 80% Broker (20%) $1,000 20% Minimum Broker Revenue $1,500 Agent Adjusted Payout ($4,000 - $500 = $3,500...
  6. S

    Visualising Telephone login sessions per 15 minute

    Hello, First post/long time lurker! I want to visualise the amount of time a telephone Agent has been logged in, per 15 minute interval. The below example shows the time an Agent has been on the phone, went to a break and then returned on the phone. I've got about 95% of the way there with...
  7. O

    equation to output 'name', "COPY", or "NOT FOUND"

    <colgroup><col><col><col><col><col><col></colgroup><tbody> Hello, I had an excel test that I didn't do particularly well on, but this one question had me stumped. I need an equation that takes the name in this list and out puts the agent name in 'first.initial' or...
  8. L

    Build supplementary sheets which reference master sheet data

    Hello. I have a master file with the following data: Excel 2016 (Windows) 32 bit DateCustomerAgentNotes 1/1/2018AAABobBlah Blah 1/1/2018BBBBobBlee Blee 1/1/2018CCCJanNa Na 1/1/2018DDDKimOkay 1/2/2018EEEBillWhen? 1/2/2018AAABobWhere? 1/3/2018BBBJanWhy? 1/3/2018CCCKimHow...
  9. D

    Index function not working in the lower area of a spreadsheet

    Need help with an index lookup using this formula: =IFERROR(INDEX(Component,SMALL(IF(Component[OWNER]=A$2,ROW(Component[OWNER])),ROW(1:1))-1,1),"") Component is a range I have created that has two columns: Owner and then a list of Components that Owner works with. I point to a single cell...
  10. B

    COUNTIFS Question

    Hi Guys, I'm having an issue with COUNTIFS - I currently have a spreadsheet with data (increases on daily basis, ended up at 50k rows last year) which I'm trying to create a simple report on a separate sheet from. The report has 3 selectable variables - week number, Agent & Product. If all 3...
  11. G

    VBA to hide unwanted rows

    Hello, i want to write some code that will hide rows when a set criteria is met . example sheet below. <tbody> Agent Code Agent Name advtype Risk1 Risk2 CIN Date Allocated Allocated To Queue Status 780206 MPM Holding pot Appointment Booked 781356 Simon Review...
  12. W

    Weighted excel formula yes,no,na

    I'm working on a contact center quality score card that has yes, no, and na answers. each line item has a different weight with lines e12,and e13 if answered no should result in the entire form auto zero regardless of the other answers, if answered yes will be valued at 15 points each. The na...
  13. K

    Index Match to count occurances

    Good Morning, I am looking for a formula which will match name to name and count how many occurrences of 'x' within a certain range. I am thinking it will be an index match with a count if but i'm struggling to put it together. I have a list of names and I want to know how many holidays they...
  14. I

    Add value based on lowest cell contents

    Hi guys, I'm creating a file that allows me to automatically determine the number of items to assign to a person depending on their current bucket load. I'm having trouble looking for the code/formula to insert that will allow me to do what I'm looking for. Here is my sheet...
  15. M

    VBA USERform to a specific employee.

    Greetings all, I have the following code: iRow = ws.Cells.Find(What:="*", SearchOrder:=xlRows, _ SearchDirection:=xlPrevious, LookIn:=xlValues).Row + 1 I have three inputs Agent name, QA score, and Date. How would I change the above code to automatically enter the QA score and Date data...
  16. K

    Excel Auto Fill Issue

    Hello, I have an issue with Excel's auto fill. Problem: In Column A1, say you have random numbers, 424, 80, 322, 71 etc, but this random number goes down as far as 500 rows. Let's say from Column B-I you have random information as well. In the next free column, say, Column J, what you want to...
  17. kellywy

    SumIf Formula Snafu

    Hi all -- This is sort of an update on a previous problem, because the formula that I had worked out with your help has gone wonky on me. !? What I need is to figure out where I've screwed it up. The calculation I need: - Total the sales figures in K18:K250 - based on 2 parameters: - #1 ...
  18. G

    Need help with countif and indirect.

    Hey all, I'm trying to build a sheet for my company that pulls information by month and then matches the agent name to countif and track total leads. I've setup seperate sheets for each month that log how many sales leads are generated and which agent submitted the lead. My goal is to create a...
  19. A

    Conditional Formatting

    I have a spread sheet that contains monthly scores for my Reps. The score scale is 1-5. Below is the criteria: If an agent get a score lower than 3 for 3 consecutive months then they will receive a written If an agent get a score lower than 3 for 4 consecutive months then they will receive...
  20. T

    Counting entries with multiple criteria

    I am working with a sheet that tracks client meeting dates set by 6 different agents. One column has the dates, and another has the name of the agent that set the meeting. I am trying to write a formula to count the number of appointments set by each agent each month. I have been using the...

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