Lookup from Pivot Table based on Multiple Criteria

jaihawk8

Board Regular
Joined
Mar 23, 2018
Messages
67
Office Version
  1. 2016
Platform
  1. Windows
I'm trying to create a dashboard for our Sales Reps that will pull information from a PivotTable.

Here is an example of the Dashboard:

Apr
Sales RepTotal BookingsICA Bookings
Jazmin Martinez
Jim LaGrou
John O'Neal
Karolyn Gibbs
Marty Mikulenka
Valerie Jopling


Here is an example of the Pivot Table:

Combined Commission Log - FY24 Booked.xlsx
ABCDE
1QuarterQ1
2Bucket(All)
3
4Sum of Board CreditColumn Labels
5Row LabelsFebMarAprGrand Total
6Bill Valenta$ 11,072$ 46,639$ 35,296$ 93,008
7Brandon Robertson$ 10,737$ 7,242$ 22,364$ 40,343
8Brian Dykhuizen$ 15,393$ 39,261$ 54,654
9Bryan Schweet$ 94,538$ 347,827$ 10,660$ 453,025
10Bryce Conley$ 11,695$ 20,634$ 32,329
11Cameron Looney$ 32,745$ 16,348$ 271,766$ 320,859
12Chase Chapman$ 57,175$ 60,621$ 46,297$ 164,093
13Christopher Parnell$ 89,061$ 7,425$ 69,016$ 165,502
14Connor Bilancio$ 395,683$ 39,396$ 20,339$ 455,418
15Danielle Mitchell$ 17,836$ 15,272$ 3,992$ 37,100
16Dean Diroff$ 55,014$ -$ 10,773$ 65,787
17Dennis Mosley$ 45,517$ 7,907$ 72,075$ 125,498
18Douglas Foulsham$ 21,487$ 23,342$ 44,829
19Eddie Lopez$ 138,034$ 44,737$ 117,365$ 300,136
20Eric Delphia$ 115,133$ 86,009$ 201,142
21Felicia Pope$ 70,661$ 70,661
22Francis Ambrose$ 42,207$ 42,275$ 84,482
23Frank Stauersboll$ 7,830$ 33,213$ 40,340$ 81,383
24Incoming Split$ 10,125$ 9,665$ 71,152$ 90,942
25Jake Hunter$ 12,986$ 8,367$ 21,353
26Jake Kleine$ 54,167$ 67,169$ 20,970$ 142,306
27Jake Stacey$ 48,964$ 52,837$ 15,105$ 116,906
28Jazmin Martinez$ 10,470$ 32,090$ 19,706$ 62,266
29Jim LaGrou$ 9,282$ 37,896$ 47,178
RepPivot


In the Dashboard, the Month (Apr) will change based on a dropdown. What I would like is for it to look for Jazmin Martinez on the RepPivot Tab, then look at Apr (this month could change), and put bring across the sales number for that month. Is that possible?
 

Excel Facts

Copy formula down without changing references
If you have =SUM(F2:F49) in F50; type Alt+' in F51 to copy =SUM(F2:F49) to F51, leaving the formula in edit mode. Change SUM to COUNT.

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