Pull only rows from another spreadsheet that match certain criteria

jaihawk8

Board Regular
Joined
Mar 23, 2018
Messages
69
Office Version
  1. 2016
Platform
  1. Windows
Every quarter, I have to do bonus statements for our sales rep. Part of that includes giving them the detail that make up their sales for the quarter. I have a master spreadsheet that contains all of the information for all of the reps. Normally I filter that for each rep, copy and paste their sales into their spreadsheet. Is there a way, in their spreadsheet, to write something that will pull their information from the master so I don't have to filter, copy, and paste for 45 different reps?
 
Thank you for that. Two additional questions...

Can this be written to include two criteria? For instance, we already have it using the name of the Sales Rep. Would it also be possible to have it use the payroll date to only pull in the information for the rep for a specific pay period?

Yes...

Second question is if it's possible to have it pull in the same formatting as on the Commission Log.

Formulas do not carry over cell formatting.

I guess a third question would be if this could be made into an expanding table. For formatting purposes.

This can be obtained by means of whole column references at the expense of efficiency.
 
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Yes...



Formulas do not carry over cell formatting.



This can be obtained by means of whole column references at the expense of efficiency.

I have attached 2 files. Commission Log Example is the file that contains all of the commission log entries. Earnings Statement is what we would generate for each rep. We would want to be able to change the Rep and the Payroll Date in C1 and C2 on this sheet and have it pull from the Commission Log Example based on that criteria.

The Earnings Statement is currently set up to pull based on C1, but we need to incorporate C2 into the criteria as well.

How would we do this?

Earnings Statement Example - New
Commission Log Example

https://www.dropbox.com/s/hmhgpf846gzx46g/Earnings Statment Example - New.xlsx?dl=0

https://www.dropbox.com/s/54zuazomqeomoda/Commission Log Example.xlsx?dl=0
 
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