Hi all,
Whilst I can do basic excel code (Look-up etc) I'm struggling for a formula or method to be able to surface what I need from a data set that has been generated from a pivot table originally.
Goal: I want to have an area in the same Sheet that can pull the top 10 ranked staff from a list of data based on some criterial values.
The What: I want to be able to return the top staff who have had over 50 transactions & have achieved over 45% marketing capture.
The Why: Under 50 transactions the marketing % is too volatile.
I want to call out the great performances of those who have not only done an amazing job on transactions, but also converted the most in marketing % terms.
The more transactions you have done and the higher the marketing % the closer to number 1 spot you go!
I'm not sure on the best method to approach this, nor how to create the Look-Up so not only will it rank staff 1 to 10, but give me their region number, first name, last name, transactions, and marketing % all returned in the table.
Any help on approach - It needs to be versatile so when I update the master data, the top 10 also updates.
Thanks
Sample below... (I have covered surnames to protect)
Whilst I can do basic excel code (Look-up etc) I'm struggling for a formula or method to be able to surface what I need from a data set that has been generated from a pivot table originally.
Goal: I want to have an area in the same Sheet that can pull the top 10 ranked staff from a list of data based on some criterial values.
The What: I want to be able to return the top staff who have had over 50 transactions & have achieved over 45% marketing capture.
The Why: Under 50 transactions the marketing % is too volatile.
I want to call out the great performances of those who have not only done an amazing job on transactions, but also converted the most in marketing % terms.
The more transactions you have done and the higher the marketing % the closer to number 1 spot you go!
I'm not sure on the best method to approach this, nor how to create the Look-Up so not only will it rank staff 1 to 10, but give me their region number, first name, last name, transactions, and marketing % all returned in the table.
Any help on approach - It needs to be versatile so when I update the master data, the top 10 also updates.
Thanks
Sample below... (I have covered surnames to protect)