Hi,
Every month a sales report is pulled showing all activity for each sales person from the beginning of the year. This tab is the total sales overview. It is sorted alphabetical per sales person.
Then a tab is created per sales person.
Each of these sales person tabs needs to reflect all data related to this person.
I have tried vlookup and column(a1)+1 combo formula to extract all columns. Although the formula works, it creates an issue. For example Sales person Adam is on line 50. When applying the formula, it will duplicate the first line of this sales person 50 times and then it start extracting correcting. It can be easily fixed by using the "delete duplicates" but it is cumbersome.
Ideal would be:
1. have a tab per sales person with appropriate headers and in a cell outside those headers with his/her name as basis for lookup cell. Right now I am just copying the name in the first column.
2. lookup that name in the total sales overview tab and just extract all the info for this sales person from column A thru D (including the Name of the person)
3. Preferable an "iferror" then show " " formula would be ideal as the formula could then be copies till for example row 100 and would automatically filled each month. The file is pulled each month. Say every month each sales person makes 5 sales then January for example will only 5 lines of data show, in February it will show 10 line etc. and finally in December it will show 60 lines.
4. Pivot table and macro are not desirable
5. Finally: save this document as values only (could this be possible by the function "do not show formulas" for the whole spreadsheet?). I want to keep the formula based spreadsheet as my working tool - the spreadsheet with just the values is for the appropriate department
Below are my attempts:
either
=VLOOKUP(A17,$A$1:$D$13,{2,3,4},FALSE)
either
=VLOOKUP(G18,G3:J14,COLUMNS(G3)+1,FALSE)
Any help to put me in the right direction would be greatly appreciated.
Thank you!
Sheet1
<colgroup><col style="width: 30px; font-weight: bold;"><col style="width: 64px;"><col style="width: 64px;"><col style="width: 64px;"><col style="width: 64px;"><col style="width: 64px;"><col style="width: 64px;"><col style="width: 64px;"><col style="width: 64px;"><col style="width: 64px;"><col style="width: 64px;"></colgroup><tbody>
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]1[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]2[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]200[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]200[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]3[/TD]
[TD="align: right"]02/02/19[/TD]
[TD="align: right"]500[/TD]
[TD="align: right"]02/02/19[/TD]
[TD="align: right"]500[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]4[/TD]
[TD="align: right"]03/03/19[/TD]
[TD="align: right"]600[/TD]
[TD="align: right"]03/03/19[/TD]
[TD="align: right"]600[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]5[/TD]
[TD="align: right"]04/05/19[/TD]
[TD="align: right"]100[/TD]
[TD="align: right"]04/05/19[/TD]
[TD="align: right"]100[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]6[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]200[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]200[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]7[/TD]
[TD="align: right"]02/02/19[/TD]
[TD="align: right"]500[/TD]
[TD="align: right"]02/02/19[/TD]
[TD="align: right"]500[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]8[/TD]
[TD="align: right"]03/03/19[/TD]
[TD="align: right"]150[/TD]
[TD="align: right"]03/03/19[/TD]
[TD="align: right"]150[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]9[/TD]
[TD="align: right"]04/05/19[/TD]
[TD="align: right"]250[/TD]
[TD="align: right"]04/05/19[/TD]
[TD="align: right"]250[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]10[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]350[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]350[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]11[/TD]
[TD="align: right"]02/02/19[/TD]
[TD="align: right"]170[/TD]
[TD="align: right"]02/02/19[/TD]
[TD="align: right"]170[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]12[/TD]
[TD="align: right"]03/03/19[/TD]
[TD="align: right"]600[/TD]
[TD="align: right"]03/03/19[/TD]
[TD="align: right"]600[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]13[/TD]
[TD="align: right"]04/05/19[/TD]
[TD="align: right"]800[/TD]
[TD="align: right"]04/05/19[/TD]
[TD="align: right"]800[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]14[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]15[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]16[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]17[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]200[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]200[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]18[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]200[/TD]
[TD="align: right"]02/02/19[/TD]
[TD="align: right"]500[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]19[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]200[/TD]
[TD="align: right"]03/03/19[/TD]
[TD="align: right"]600[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]20[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]200[/TD]
[TD="align: right"]04/05/19[/TD]
[TD="align: right"]100[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]21[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]22[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]23[/TD]
[TD="align: right"]02/02/19[/TD]
[TD="align: right"]500[/TD]
[TD="align: right"]03/03/19[/TD]
[TD="align: right"]150[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]24[/TD]
[TD="align: right"]03/03/19[/TD]
[TD="align: right"]150[/TD]
[TD="align: right"]04/05/19[/TD]
[TD="align: right"]250[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]25[/TD]
[TD="align: right"]04/05/19[/TD]
[TD="align: right"]250[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]26[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]27[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]28[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]29[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]350[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]30[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]350[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]31[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]350[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]32[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]350[/TD]
</tbody>
<tbody>
</tbody>
Excel tables to the web >> Excel Jeanie HTML 4
Every month a sales report is pulled showing all activity for each sales person from the beginning of the year. This tab is the total sales overview. It is sorted alphabetical per sales person.
Then a tab is created per sales person.
Each of these sales person tabs needs to reflect all data related to this person.
I have tried vlookup and column(a1)+1 combo formula to extract all columns. Although the formula works, it creates an issue. For example Sales person Adam is on line 50. When applying the formula, it will duplicate the first line of this sales person 50 times and then it start extracting correcting. It can be easily fixed by using the "delete duplicates" but it is cumbersome.
Ideal would be:
1. have a tab per sales person with appropriate headers and in a cell outside those headers with his/her name as basis for lookup cell. Right now I am just copying the name in the first column.
2. lookup that name in the total sales overview tab and just extract all the info for this sales person from column A thru D (including the Name of the person)
3. Preferable an "iferror" then show " " formula would be ideal as the formula could then be copies till for example row 100 and would automatically filled each month. The file is pulled each month. Say every month each sales person makes 5 sales then January for example will only 5 lines of data show, in February it will show 10 line etc. and finally in December it will show 60 lines.
4. Pivot table and macro are not desirable
5. Finally: save this document as values only (could this be possible by the function "do not show formulas" for the whole spreadsheet?). I want to keep the formula based spreadsheet as my working tool - the spreadsheet with just the values is for the appropriate department
Below are my attempts:
either
=VLOOKUP(A17,$A$1:$D$13,{2,3,4},FALSE)
either
=VLOOKUP(G18,G3:J14,COLUMNS(G3)+1,FALSE)
Any help to put me in the right direction would be greatly appreciated.
Thank you!
Sheet1
A | B | C | D | E | F | G | H | I | J | |
Name | Date | Amount | Region | Name | Date | Amount | Region | |||
John | North | John | North | |||||||
John | North | John | North | |||||||
John | North | John | North | |||||||
John | North | John | North | |||||||
Ed | South | Ed | South | |||||||
Ed | South | Ed | South | |||||||
Ed | South | Ed | South | |||||||
Ed | South | Ed | South | |||||||
Adam | West | Adam | West | |||||||
Adam | West | Adam | West | |||||||
Adam | West | Adam | West | |||||||
Adam | West | Adam | West | |||||||
Name | Date | Amount | Region | Name | Date | Amount | Region | |||
John | North | John | North | |||||||
John | North | John | North | |||||||
John | South | John | North | |||||||
John | South | John | North | |||||||
Ed | South | Ed | South | |||||||
Ed | South | Ed | South | |||||||
Ed | South | Ed | #N/A | #N/A | #N/A | |||||
Ed | #N/A | #N/A | #N/A | Ed | #N/A | #N/A | #N/A | |||
Adam | West | Adam | #N/A | #N/A | #N/A | |||||
Adam | West | Adam | #N/A | #N/A | #N/A | |||||
Adam | West | Adam | #N/A | #N/A | #N/A | |||||
Adam | West | Adam | #N/A | #N/A | #N/A |
<colgroup><col style="width: 30px; font-weight: bold;"><col style="width: 64px;"><col style="width: 64px;"><col style="width: 64px;"><col style="width: 64px;"><col style="width: 64px;"><col style="width: 64px;"><col style="width: 64px;"><col style="width: 64px;"><col style="width: 64px;"><col style="width: 64px;"></colgroup><tbody>
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]1[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]2[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]200[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]200[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]3[/TD]
[TD="align: right"]02/02/19[/TD]
[TD="align: right"]500[/TD]
[TD="align: right"]02/02/19[/TD]
[TD="align: right"]500[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]4[/TD]
[TD="align: right"]03/03/19[/TD]
[TD="align: right"]600[/TD]
[TD="align: right"]03/03/19[/TD]
[TD="align: right"]600[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]5[/TD]
[TD="align: right"]04/05/19[/TD]
[TD="align: right"]100[/TD]
[TD="align: right"]04/05/19[/TD]
[TD="align: right"]100[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]6[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]200[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]200[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]7[/TD]
[TD="align: right"]02/02/19[/TD]
[TD="align: right"]500[/TD]
[TD="align: right"]02/02/19[/TD]
[TD="align: right"]500[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]8[/TD]
[TD="align: right"]03/03/19[/TD]
[TD="align: right"]150[/TD]
[TD="align: right"]03/03/19[/TD]
[TD="align: right"]150[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]9[/TD]
[TD="align: right"]04/05/19[/TD]
[TD="align: right"]250[/TD]
[TD="align: right"]04/05/19[/TD]
[TD="align: right"]250[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]10[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]350[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]350[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]11[/TD]
[TD="align: right"]02/02/19[/TD]
[TD="align: right"]170[/TD]
[TD="align: right"]02/02/19[/TD]
[TD="align: right"]170[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]12[/TD]
[TD="align: right"]03/03/19[/TD]
[TD="align: right"]600[/TD]
[TD="align: right"]03/03/19[/TD]
[TD="align: right"]600[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]13[/TD]
[TD="align: right"]04/05/19[/TD]
[TD="align: right"]800[/TD]
[TD="align: right"]04/05/19[/TD]
[TD="align: right"]800[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]14[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]15[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]16[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]17[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]200[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]200[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]18[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]200[/TD]
[TD="align: right"]02/02/19[/TD]
[TD="align: right"]500[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]19[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]200[/TD]
[TD="align: right"]03/03/19[/TD]
[TD="align: right"]600[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]20[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]200[/TD]
[TD="align: right"]04/05/19[/TD]
[TD="align: right"]100[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]21[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]22[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]23[/TD]
[TD="align: right"]02/02/19[/TD]
[TD="align: right"]500[/TD]
[TD="align: right"]03/03/19[/TD]
[TD="align: right"]150[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]24[/TD]
[TD="align: right"]03/03/19[/TD]
[TD="align: right"]150[/TD]
[TD="align: right"]04/05/19[/TD]
[TD="align: right"]250[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]25[/TD]
[TD="align: right"]04/05/19[/TD]
[TD="align: right"]250[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]26[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]27[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]28[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]29[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]350[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]30[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]350[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]31[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]350[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=CACACA]#CACACA[/URL] , align: center"]32[/TD]
[TD="align: right"]01/01/19[/TD]
[TD="align: right"]350[/TD]
</tbody>
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<tbody> </tbody> |
<tbody>
</tbody>
Excel tables to the web >> Excel Jeanie HTML 4