Automatically group data?

troes04

New Member
Joined
Jul 22, 2005
Messages
8
Hello!

I am working with sales forecast data, sometimes with as many as 1000 separate rows of data. Across this data there are 23 different "territories" each identified in a column of the data (the column is labeled "territory"). Across these 23 territories there are 3 "Regions" that they fall into that are NOT identified in the data source. Normally, in order to create the 3 regions that allow me to roll the territories together, I have to sort the data, add a column, and then manually add the "region" data into the spreadsheet.

For example, the three regions might be East, West, and Central. In the West there are 7 "territories" made up of Norcal1, Norcal2, Socal1, Socal2, Dessert, Northwest, and West Plains. In the data source, these 7 territories are NOT assigned to the 'West' region, so that is what I have to do manually.

There's got to be a way to automatically assign or group these territories into the appropriate region, and create the appropriate assignment in an adjacent column. Any suggestions would be greatly appreciated!

Thanks,

troes04
 

Excel Facts

Format cells as date
Select range and press Ctrl+Shift+3 to format cells as date. (Shift 3 is the # sign which sort of looks like a small calendar).
Create a mapping table of territories to regions. Then use a vlookup off of territory to populate the region column.
 
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