Dynamic Names in Formula

B

BriCris

New Member
Joined
May 30, 2017
Messages
11
I'm looking for help setting up a formula that will change with manager names from the helper page. The formula need to work when there is More or less managers ie. some months we will have 4 managers and others we will only have 2 managers.

I have tried using =INDIRECT("'" & G16 & "'!" & G18) that will pull the tab Helper!D2 to get names and that works but I don't know how to make the formula that will work with more or less managers so that I don't have to change 100s of formulas every month.

Tables/Tabs

Table
[TABLE="width: 500"]
<tbody>[TR]
[TD="align: center"]Manager Name
[/TD]
[TD="align: center"]LTR Remarks[/TD]
[TD="align: center"]LTR Score[/TD]
[/TR]
[TR]
[TD="align: center"]Manager One[/TD]
[TD="align: center"]Very Helpful.
[/TD]
[TD="align: center"]7[/TD]
[/TR]
[TR]
[TD="align: center"]Manager Two[/TD]
[TD="align: center"]Very Friendly.
[/TD]
[TD="align: center"]8[/TD]
[/TR]
[TR]
[TD="align: center"]Manager Three[/TD]
[TD="align: center"]Excellent Service.[/TD]
[TD="align: center"]6[/TD]
[/TR]
[TR]
[TD="align: center"]Manager Four.[/TD]
[TD="align: center"]Not Happy.[/TD]
[TD="align: center"]2[/TD]
[/TR]
</tbody>[/TABLE]

Formula:
HTML: 
   =SUMPRODUCT(--(INDIRECT(H$3   &"[Manager Name]")="Manager One)--(INDIRECT(H$3 &"[Manager Name]")="Manager Two")--(INDIRECT(H$3 &"[Manager Name]")="Manager Three"),--(INDIRECT(H$3 & "[LTR   Score]")<=7),--(LEN(INDIRECT(H$3 & "[LTR   Remarks]"))-LEN(SUBSTITUTE((UPPER(INDIRECT(H$3 & "[LTR   Remarks]"))),UPPER($A22),"")))/LEN($A22))

Tab with Formula:

[TABLE="class: grid, width: 500, align: center"]
<tbody>[TR]
[TD="align: center"]Neg Remarks
[/TD]
[TD="align: center"]LTR
[/TD]
[TD="align: center"]Rep Sat
[/TD]
[TD="align: center"]Apr_2017 ($M$3)
[/TD]
[/TR]
[TR]
[TD="align: center"](Blank)
[/TD]
[TD="align: center"](Formula from above)
[/TD]
[TD="align: center"][/TD]
[TD="align: center"][/TD]
[/TR]
[TR]
[TD="align: center"]Helpful (A22)
[/TD]
[TD="align: center"][/TD]
[TD="align: center"][/TD]
[TD="align: center"][/TD]
[/TR]
[TR]
[TD="align: center"]Friendly
[/TD]
[TD="align: center"][/TD]
[TD="align: center"][/TD]
[TD="align: center"][/TD]
[/TR]
</tbody>[/TABLE]

Helper Page:

[TABLE="class: grid, width: 500, align: center"]
<tbody>[TR]
[TD="align: center"]Manager Names
[/TD]
[/TR]
[TR]
[TD="align: center"]Manager One
[/TD]
[/TR]
[TR]
[TD="align: center"]Manager Two
[/TD]
[/TR]
[TR]
[TD="align: center"]Manager Three
[/TD]
[/TR]
[TR]
[TD="align: center"]Manager Four
[/TD]
[/TR]
</tbody>[/TABLE]
 

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Sorry, I don't understand your setup. Are you saying that the "helper page" contains the complete list of managers, and that the table will not necessarily include all the managers?

I also don't understand what your formula is trying to do. What results are you trying to determine, and can you give us some examples?
 
Upvote 0
My Helper page has a list of manager names that change from month to month. I get a new Table every month and sometimes the names and number of managers change. 1 month I could have 3 Managers and the other month I could have 4 managers.
[TABLE="class: cms_table_grid, width: 500, align: center"]
<tbody>[TR]
[TD="align: center"]Manager Names
[/TD]
[/TR]
[TR]
[TD="align: center"]Manager One
[/TD]
[/TR]
[TR]
[TD="align: center"]Manager Two
[/TD]
[/TR]
[TR]
[TD="align: center"]Manager Three
[/TD]
[/TR]
[TR]
[TD="align: center"]Manager Four
[/TD]
[/TR]
</tbody>[/TABLE]

The Formula is pulling info from the table basted on the Manager Names:
=SUMPRODUCT(--(INDIRECT(H$3 & "[Manager Name]")="Manager One)--(INDIRECT(H$3 & "[Manager Name]")="Manager Two")--(INDIRECT(H$3 & "[Manager Name]")="Manager Three")
=SUMPRODUCT(Apr_2017[Manager Name]="Manager One",Apr_2017[Manager Name]="Manager Two",Apr_2017[Manager Name]="Manager Three")

I want to first count Managers names then I want to get a count from the table that will give me a count of customers that belong to a manager that have a LTR Score of<=7.
Manager Apr_2019[LTR Score]")<=7.

I hope this helps.

Brian
 
Upvote 0
Example:
=SUMPRODUCT(--(INDIRECT(C3&"[Manager Name]")="Manager One")--(INDIRECT(C3&"[Manager Name]")="Manager Two")--(INDIRECT(C3&"[Manager Name]")="Manager Three"))

New month, new data has 1 more manager in it. Now I need to changed 100 + formulas.

New formula to add new manager.
=SUMPRODUCT(--(INDIRECT(C3&"[Manager Name]")="Manager One")--(INDIRECT(C3&"[Manager Name]")="Manager Two")--(INDIRECT(C3&"[Manager Name]")="Manager Three")--(INDIRECT(C3&"[Manager Name]")="Manager Four"))


I'm looking for a we to use a formula that will pull the names of the managers from the helper pager no mater if there is 3 or 5 managers in it.

I have tried using =INDIRECT("'" & G16 & "'!" & G18) to get the name of the Tab and the cell but it will not work with blank fields. If I do 4 sumproduct will not work I get a error.

=INDIRECT("'" & G16 & "'!" & G18) =Helper!G18 = Manager One

=INDIRECT("'" & G16 & "'!" & G18) =Helper!G18 = Manager Two

=INDIRECT("'" & G16 & "'!" & G18) =Helper!G18 = Manager Three

=INDIRECT("'" & G16 & "'!" & G18) =Helper!G18 = Blank Field.

Brian
 
Upvote 0
I would create a unique table adding a new column, Month, and ...


[Table="class: grid"][tr][td="bgcolor: #DCE6F1"][/td][td="bgcolor: #DCE6F1"]
A​
[/td][td="bgcolor: #DCE6F1"]
B​
[/td][td="bgcolor: #DCE6F1"]
C​
[/td][td="bgcolor: #DCE6F1"]
D​
[/td][td="bgcolor: #DCE6F1"]
E​
[/td][td="bgcolor: #DCE6F1"]
F​
[/td][td="bgcolor: #DCE6F1"]
G​
[/td][td="bgcolor: #DCE6F1"]
H​
[/td][/tr]
[tr][td="bgcolor: #DCE6F1"]
1​
[/td][td]
Month​
[/td][td]
Manager Name​
[/td][td]
LTR Remarks​
[/td][td]
LTR Score​
[/td][td][/td][td]
Month​
[/td][td]
Count of Managers​
[/td][td]
LTR <=7​
[/td][/tr]

[tr][td="bgcolor: #DCE6F1"]
2​
[/td][td]
June​
[/td][td]
Manager One​
[/td][td]
Very Helpful.​
[/td][td]
7​
[/td][td][/td][td]
June​
[/td][td]
4​
[/td][td]
3​
[/td][/tr]

[tr][td="bgcolor: #DCE6F1"]
3​
[/td][td]
June​
[/td][td]
Manager Two​
[/td][td]
Very Friendly.​
[/td][td]
8​
[/td][td][/td][td]
July​
[/td][td]
5​
[/td][td]
4​
[/td][/tr]

[tr][td="bgcolor: #DCE6F1"]
4​
[/td][td]
June​
[/td][td]
Manager Three​
[/td][td]
Excellent Service.​
[/td][td]
6​
[/td][td][/td][td][/td][td][/td][td][/td][/tr]

[tr][td="bgcolor: #DCE6F1"]
5​
[/td][td]
June​
[/td][td]
Manager Four.​
[/td][td]
Not Happy.​
[/td][td]
2​
[/td][td][/td][td][/td][td][/td][td][/td][/tr]

[tr][td="bgcolor: #DCE6F1"]
6​
[/td][td]
July​
[/td][td]
Manager One​
[/td][td]
Very Helpful.​
[/td][td]
7​
[/td][td][/td][td][/td][td][/td][td][/td][/tr]

[tr][td="bgcolor: #DCE6F1"]
7​
[/td][td]
July​
[/td][td]
Manager Two​
[/td][td]
Very Friendly.​
[/td][td]
8​
[/td][td][/td][td][/td][td][/td][td][/td][/tr]

[tr][td="bgcolor: #DCE6F1"]
8​
[/td][td]
July​
[/td][td]
Manager Three​
[/td][td]
Excellent Service.​
[/td][td]
6​
[/td][td][/td][td][/td][td][/td][td][/td][/tr]

[tr][td="bgcolor: #DCE6F1"]
9​
[/td][td]
July​
[/td][td]
Manager Four.​
[/td][td]
Not Happy.​
[/td][td]
2​
[/td][td][/td][td][/td][td][/td][td][/td][/tr]

[tr][td="bgcolor: #DCE6F1"]
10​
[/td][td]
July​
[/td][td]
Manager Five​
[/td][td]
Very Helpful.​
[/td][td]
7​
[/td][td][/td][td][/td][td][/td][td][/td][/tr]

[tr][td="bgcolor: #DCE6F1"]
11​
[/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][/tr]
[/table]

Formula in G2 copied down
=COUNTIFS(Table1[Month],F2,Table1[Manager Name],"<>")

Formula in H2 copied down
=COUNTIFS(Table1[Month],F2,Table1[LTR Score],"<=7")

Hope this helps

M.
 
Upvote 0
Marcelo Branco said:
I would create a unique table adding a new column, Month, and ...


[TABLE="class: grid"]
<tbody>[TR]
[TD="bgcolor: #DCE6F1"][/TD]
[TD="bgcolor: #DCE6F1"]
A​
[/TD]
[TD="bgcolor: #DCE6F1"]
B​
[/TD]
[TD="bgcolor: #DCE6F1"]
C​
[/TD]
[TD="bgcolor: #DCE6F1"]
D​
[/TD]
[TD="bgcolor: #DCE6F1"]
E​
[/TD]
[TD="bgcolor: #DCE6F1"]
F​
[/TD]
[TD="bgcolor: #DCE6F1"]
G​
[/TD]
[TD="bgcolor: #DCE6F1"]
H​
[/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]
1​
[/TD]
[TD]
Month​
[/TD]
[TD]
Manager Name​
[/TD]
[TD]
LTR Remarks​
[/TD]
[TD]
LTR Score​
[/TD]
[TD][/TD]
[TD]
Month​
[/TD]
[TD]
Count of Managers​
[/TD]
[TD]
LTR <=7​
[/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]
2​
[/TD]
[TD]
June​
[/TD]
[TD]
Manager One​
[/TD]
[TD]
Very Helpful.​
[/TD]
[TD]
7​
[/TD]
[TD][/TD]
[TD]
June​
[/TD]
[TD]
4​
[/TD]
[TD]
3​
[/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]
3​
[/TD]
[TD]
June​
[/TD]
[TD]
Manager Two​
[/TD]
[TD]
Very Friendly.​
[/TD]
[TD]
8​
[/TD]
[TD][/TD]
[TD]
July​
[/TD]
[TD]
5​
[/TD]
[TD]
4​
[/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]
4​
[/TD]
[TD]
June​
[/TD]
[TD]
Manager Three​
[/TD]
[TD]
Excellent Service.​
[/TD]
[TD]
6​
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]
5​
[/TD]
[TD]
June​
[/TD]
[TD]
Manager Four.​
[/TD]
[TD]
Not Happy.​
[/TD]
[TD]
2​
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]
6​
[/TD]
[TD]
July​
[/TD]
[TD]
Manager One​
[/TD]
[TD]
Very Helpful.​
[/TD]
[TD]
7​
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]
7​
[/TD]
[TD]
July​
[/TD]
[TD]
Manager Two​
[/TD]
[TD]
Very Friendly.​
[/TD]
[TD]
8​
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]
8​
[/TD]
[TD]
July​
[/TD]
[TD]
Manager Three​
[/TD]
[TD]
Excellent Service.​
[/TD]
[TD]
6​
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]
9​
[/TD]
[TD]
July​
[/TD]
[TD]
Manager Four.​
[/TD]
[TD]
Not Happy.​
[/TD]
[TD]
2​
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]
10​
[/TD]
[TD]
July​
[/TD]
[TD]
Manager Five​
[/TD]
[TD]
Very Helpful.​
[/TD]
[TD]
7​
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]
11​
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]


Formula in G2 copied down
=COUNTIFS(Table1[Month],F2,Table1[Manager Name],"<>")

Formula in H2 copied down
=COUNTIFS(Table1[Month],F2,Table1[LTR Score],"<=7")

Hope this helps
----------------------
M.[/QUOTE

Thanks for your Help but I get a new set of Data every month that I put in a table. All the fields are the same and the rows are over 5K to 6k each month.

I have everything setup so that all anyone needs to do it is add the new month except this.
Click to expand...
 
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