pulling data from one chart to another

jb00976

New Member
Joined
Oct 23, 2017
Messages
32
I have a list with similar content to this:

[TABLE="class: grid, width: 500"]
<colgroup><col style="mso-width-source:userset;mso-width-alt:2616;width:55pt" width="74"> <col style="mso-width-source:userset;mso-width-alt:3669;width:77pt" width="103"> <col style="mso-width-source:userset;mso-width-alt:1820;width:38pt" width="51"> <col style="mso-width-source:userset;mso-width-alt:2702;width:57pt" width="76"> <col style="mso-width-source:userset;mso-width-alt:2929;width:62pt" width="82"> <col style="mso-width-source:userset;mso-width-alt:1820;width:38pt" width="51"> <col style="mso-width-source:userset;mso-width-alt:3100;width:65pt" width="87"> <col style="mso-width-source:userset;mso-width-alt:1393;width:29pt" width="39"> <col style="mso-width-source:userset;mso-width-alt:2019;width:43pt" width="57"> <col style="mso-width-source:userset;mso-width-alt:2730;width:58pt" width="77"> <col style="mso-width-source:userset;mso-width-alt:4124;width:87pt" width="116"> </colgroup><tbody>[TR]
[TD="width: 74"]Abacus No.
[/TD]
[TD="width: 103"]Client Name
[/TD]
[TD="width: 51"]CRM ID[/TD]
[TD="width: 76"]Auth. Date[/TD]
[TD="width: 82"]Accept. Date[/TD]
[TD="width: 138, colspan: 2"]Net New Money[/TD]
[TD="width: 39"]Part.[/TD]
[TD="width: 134, colspan: 2"]After Sales Split[/TD]
[TD="width: 116"]Acquisition/Repeat
[/TD]
[/TR]
[TR]
[TD]#[/TD]
[TD]$[/TD]
[TD]%[/TD]
[TD]#[/TD]
[TD]$
[/TD]
[/TR]
[TR]
[TD]01234567[/TD]
[TD]ABC Co[/TD]
[TD="align: right"]123456[/TD]
[TD="align: right"]29/03/2019[/TD]
[TD="align: right"]02/04/2019[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"]150000[/TD]
[TD="align: right"]100[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"]150000[/TD]
[TD]Acquisition
[/TD]
[/TR]
[TR]
[TD]02345678[/TD]
[TD]DEF Co[/TD]
[TD="align: right"]234567[/TD]
[TD="align: right"]24/04/2019[/TD]
[TD="align: right"]25/04/2019[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"]145000[/TD]
[TD="align: right"]100[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"]145000[/TD]
[TD]Repeat[/TD]
[/TR]
[TR]
[TD]03456789[/TD]
[TD]GHI Co[/TD]
[TD="align: right"]345678[/TD]
[TD="align: right"]29/04/2019[/TD]
[TD="align: right"]02/05/2019[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"]895000[/TD]
[TD="align: right"]50[/TD]
[TD="align: right"]0.5[/TD]
[TD="align: right"]447500
[/TD]
[TD]Referral
[/TD]
[/TR]
</tbody>[/TABLE]

it is located in columns B to L, and the data (after header/titles) starts in row 104 and goes to 1000.

I have another chart that looks like this:

[TABLE="width: 500"]
<tbody>[TR]
[TD]Client Name
[/TD]
[TD]$
[/TD]
[TD]Part. %
[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]

it is located in columns B to D and the data (after headers/titles) starts in row 56.

I want the second chart to be filled in with information from the first under the following conditions:
-if the last column is "Acquisition" and Net New Money $ is >100,000 then fill in chart 2 with the following information from chart 1: the Client Name, $ (Net New Money $) and Part. %
-if the last column is "Repeat" nothing should be done
-if the last column is "Referral" then fill in Chart 2 column "Client Name" from Chart 2 and then put 0 under the "$" column and 100 under "Part. %"

I know how to use if statements to get this info on one line but, I am not sure how to make a full list in Chart 2 from only certain information in Chart 1. Any help you can provide would be appreciated.

Thank you
 

Excel Facts

Using Function Arguments with nested formulas
If writing INDEX in Func. Arguments, type MATCH(. Use the mouse to click inside MATCH in the formula bar. Dialog switches to MATCH.
One more wrench to add to this:
-if there is more than one line in Chart 1 for the same client I need only one entry with the "New Money $" added together in one line on Chart 2
 
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