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Harlan Grove Harlan Grove is offline
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Default Help please - looking for a formula

wrote...
....
I am trying to accomplish. I am searching for a formula that will
count how many quotes and orders each person is completing on a daily
basis for a specific region.

Sheet one looks like this:
A B C D
Date Region Quote/Order Name
10/02/06 East Q Jane
10/02/06 West O Jane
10/02/06 West O Bill
10/02/06 West O Jane
10/03/06 West Q Jane
10/03/06 East O Bill

Sheet two looks like this:

Monday

....
A B C D
Name Quote Orders Region
Jane 1 1 West
Bill 1 0 West

In this example Jane processed one quote and one order on 10/02/06 for
the west region. Is there a formula that will calculate those qty's
from sheet one onto column B and C of the second sheet? My guess is I
am going to need two formula's: one for column B (Quotes) and one for
column C (Orders).


Formulas for the values in the Quote and Order columns in the second
table are fairly simple. If your entire first table were named TBL and
your second table began in cell A1 of the other worksheet, try these
formulas.

B2 [Jane's West Quotes]:
=SUMPRODUCT(--(INDEX(TBL,0,4)=$A2),--(INDEX(TBL,0,1)=DATE(2006,10,2)),
--(INDEX(Tbl,0,2)=$D2),--(INDEX(Tbl,0,3)="Q"))

C2 [Jane's West Orders]:
=SUMPRODUCT(--(INDEX(TBL,0,4)=$A2),--(INDEX(TBL,0,1)=DATE(2006,10,2)),
--(INDEX(Tbl,0,2)=$D2),--(INDEX(Tbl,0,3)="O"))

The awkward bit here is using the relatively hardcoded DATE(2006,10,2)
for the date sought in Tbl. Otherwise these are straightforward
conditional sums using SUMPRODUCT.