Formula Recommedations

EWRUCK

New Member
Joined
Nov 28, 2024
Messages
16
Office Version
  1. 365
Platform
  1. Windows
Hi, I'm trying to get addresses to pull into monthly sheets from based on if a contract date is in the raw data and counted. Maybe I need more to do this. I have the raw data pulled in one tab, a tab with the data summed and compiling for other reasons and then I have monthly tabs. On the monthly tab I'm trying to get the addresses to pull from the data summed if there is a number in the executed contract summed but I feel like I'm going in circles. Because then I need the address from the raw data tab. I was thinking multiple Xlookups but I have not been successful and I feel like I'm missing something.

Is there a better way to approach this?

The top image is the spot where I want to pull in the address. The date is the start of the week.
The second image is the raw data on another tab. The address is broke out by date created then there is blank cells if nothing is in the appointment date or executed contract date.
Final image is of the 3rd tab where the raw data is summed by the dates in the columns. No address is associated in this tab.

If you have any thoughts on how I can better approach this to pull in the address, I'm all ears. I've been spinning my wheels and am striking out.

Address spot.jpg
Data list.jpg
Deal List.jpg
 
Hi @EWRUCK

Unfortunately I don't get what this is all about, so maybe you could describe it in other words?
Besides that, could you give a couple of examples of the resulting table (like input data and desired output) so I will get a better picture.
 
Upvote 0
Hi @EWRUCK

Unfortunately I don't get what this is all about, so maybe you could describe it in other words?
Besides that, could you give a couple of examples of the resulting table (like input data and desired output) so I will get a better picture.
Hi, thanks for asking for different wording. I have tried to do that below:

The second snip has a list of addresses and dates created. It also has dates for executed contact. I would like to have those addresses pull into the 1st snip as you see in that one, there is an address there under the week of 2/26. There could be more then one address for the same date. Then I’d like it to go to the next row.

The top snip has columns for each week of the month. It is also has the numeric week number listed.

I also have a 3rd snip of a table where the addresses are counted by date and header. So the executed contract date would have a number there. Not sure if that data is pertinent to this formulas needs.


Another example would be if there is data in that 2nd snip, column I, dated Feb 6th. Another address on that image would pull into that address into column E of the first snip and etc.
 
Upvote 0
I am adding in the 2xlbb since I have finally got that on my laptop and firugred out how to use it.

2025 True Neighbor KPI Dashboard Workup.xlsm
AGHILM
1Deal - TitleDeal - Deal createdDeal - Appointment DateDeal - Executed contract dateDeal - Expected close dateDeal - Deal closed on
343612 Crosby Pl, Minneapolis, MN 554062/28/20253/4/2025
35619 7th St S, Sartell, MN 563772/28/2025
3628530 Coyote Ct, Red Wing Minnesota2/28/20252/28/2025
3714459 Vale St Nw, Andover Minnesota2/27/20253/3/20255/28/2025
38248 Ivy Ave W, St Paul Minnesota2/26/20253/3/2025
3910 115th Ave NE Blaine, MN 554342/26/20252/26/2025
401389 Rolling Hills Dr, Maplewood, MN 551192/26/20252/26/2025
Deal List Modified




2025 True Neighbor KPI Dashboard Workup.xlsm
CDEFGHIJK
1
2FEB2/5/20252/12/20252/19/20252/26/2025
3GOALTOTALRESULT6789
15
16Executed Contracts (Projected/Closed)ADDRESS0001
17GOAL76438 Riverdale Dr NW, Ramsey, MN 553031
Monthy KPI FEB
Cell Formulas
RangeFormula
H2:K2H2=XLOOKUP(H3,LISTTBL[Week '#],_53_Weeks)
H3H3='Monthy KPI JAN'!L3+1
I3:K3I3=H3+1
H16:K16H16=COUNT(H17:H21)
D17D17=E6
E17E17='Deal List Modified'!A223
Named Ranges
NameRefers ToCells
_53_Weeks=Lists!$A$2:$A$406H2:K2
 
Upvote 0

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