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Linking to separate worksheet with 2 criteria
I have a sales forecast with different sales people and a criteria if the
sale is scheduled for FY08. What I would like to do on another worksheet within the workbook is 2 fold. 1. If the potential client is FY08 (Col T) and Belongs to "SalesPerson" (Col E) Pull the client name and place it into separate Worksheet in Column A. 2. If the Account is pulled, Pull the $ value (Col P) into the same new worksheet in Column B. Please Help |
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#2
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Linking to separate worksheet with 2 criteria
Hi Rhonda,
Can't you just use autofilter or a pivot table? -- Hope this helps Martin Fishlock, Bangkok, Thailand Please do not forget to rate this reply. "Rhonda" wrote: I have a sales forecast with different sales people and a criteria if the sale is scheduled for FY08. What I would like to do on another worksheet within the workbook is 2 fold. 1. If the potential client is FY08 (Col T) and Belongs to "SalesPerson" (Col E) Pull the client name and place it into separate Worksheet in Column A. 2. If the Account is pulled, Pull the $ value (Col P) into the same new worksheet in Column B. Please Help |
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#3
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Linking to separate worksheet with 2 criteria
I'm not sure. It was requested to put the results on separate tabs for each
sales person. Are you suggesting we use filtering and then copy the information to separate tabs? I'm not familiar with pivot tables and how they work. Thanks. "Martin Fishlock" wrote: Hi Rhonda, Can't you just use autofilter or a pivot table? -- Hope this helps Martin Fishlock, Bangkok, Thailand Please do not forget to rate this reply. "Rhonda" wrote: I have a sales forecast with different sales people and a criteria if the sale is scheduled for FY08. What I would like to do on another worksheet within the workbook is 2 fold. 1. If the potential client is FY08 (Col T) and Belongs to "SalesPerson" (Col E) Pull the client name and place it into separate Worksheet in Column A. 2. If the Account is pulled, Pull the $ value (Col P) into the same new worksheet in Column B. Please Help |
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