pulling data from one chart to another

jb00976

New Member
Joined
Oct 23, 2017
Messages
33
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

What is the fastest way to copy a formula?
If A2:A50000 contain data. Enter a formula in B2. Select B2. Double-click the Fill Handle and Excel will shoot the formula down to B50000.
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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