I have a dashboard file with two sheets of data. Sheet 1 contains the manually inputted dataand sheet 2 contains two tables summarizing the data from Sheet 1.
Sheet 1 set-up:
A B C D E F
1 Month Date Customer Internal Requestor Customer Name
2 November 1 1 1 Adam XYZ
3 November 2 1 Sam ABC
4 November 3 1 Laura TAB
Sheet 2 set-up:
Table 1 - Customer Reporting
CustomerName Customer Reports
XYZ 1
TAB 1
Table 2 – Internal Reporting
CustomerName Customer Reports
XYZ 1
ABC 1
I have inserted a formula for the customer reports column inboth tables. NOW, what I cannot figureout is how to automatically populate the customer names from sheet 1 to sheet 2into either table, if columns C or D has a number in it. For example, I would like to have XYZinserted into table 1 and table 2 (sheet 2), since there is a 1 in cell C2 and D2 (sheet 1). Also, to add an additional step, I want toadd a criteria that would only insert the customer name it if it is inNovember. Essentially, I want theformula in each table to say: If thereis data in columns C and D for the month of November, then insert the valuefrom column F from sheet 1. Currently, Iam manually copying and pasting the customer names from sheet 1 to each table,and I would like to avoid this manual step. Thanks!
Sheet 1 set-up:
A B C D E F
1 Month Date Customer Internal Requestor Customer Name
2 November 1 1 1 Adam XYZ
3 November 2 1 Sam ABC
4 November 3 1 Laura TAB
Sheet 2 set-up:
Table 1 - Customer Reporting
CustomerName Customer Reports
XYZ 1
TAB 1
Table 2 – Internal Reporting
CustomerName Customer Reports
XYZ 1
ABC 1
I have inserted a formula for the customer reports column inboth tables. NOW, what I cannot figureout is how to automatically populate the customer names from sheet 1 to sheet 2into either table, if columns C or D has a number in it. For example, I would like to have XYZinserted into table 1 and table 2 (sheet 2), since there is a 1 in cell C2 and D2 (sheet 1). Also, to add an additional step, I want toadd a criteria that would only insert the customer name it if it is inNovember. Essentially, I want theformula in each table to say: If thereis data in columns C and D for the month of November, then insert the valuefrom column F from sheet 1. Currently, Iam manually copying and pasting the customer names from sheet 1 to each table,and I would like to avoid this manual step. Thanks!
