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
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