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#1
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Match a name to all clients?
I am trying to use each Rep's name to bring back all their customers and
corresponding data. VLookUp continually brings back the first customer's name only. I need all customers' names and data that use the Rep. So, for Sheet#2, Column (A) has all the Reps, Column (B) has all the customers, Column (C) has the dollar amounts, and Column(D) has the dates. If Sheet #1 is for RepXX, I need to bring back to Sheet#1, all Customers, dollars, and dates that use RepXX. (a mix of text and numbers). Any help on this would be greatly appreciated. -Dixie |
#2
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Use a filter, preferably autofilter which is easier to learn, filter on the
Rep -- Regards, Peo Sjoblom "Dixie" wrote in message ... I am trying to use each Rep's name to bring back all their customers and corresponding data. VLookUp continually brings back the first customer's name only. I need all customers' names and data that use the Rep. So, for Sheet#2, Column (A) has all the Reps, Column (B) has all the customers, Column (C) has the dollar amounts, and Column(D) has the dates. If Sheet #1 is for RepXX, I need to bring back to Sheet#1, all Customers, dollars, and dates that use RepXX. (a mix of text and numbers). Any help on this would be greatly appreciated. -Dixie |
#3
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Is there a way to bring the selected data over to another worksheet as I need
to do calculations on the dollars total from all clients using RepXX? The problem is that I also need each client's name and date in addition to dollars. Thanks "Peo Sjoblom" wrote: Use a filter, preferably autofilter which is easier to learn, filter on the Rep -- Regards, Peo Sjoblom "Dixie" wrote in message ... I am trying to use each Rep's name to bring back all their customers and corresponding data. VLookUp continually brings back the first customer's name only. I need all customers' names and data that use the Rep. So, for Sheet#2, Column (A) has all the Reps, Column (B) has all the customers, Column (C) has the dollar amounts, and Column(D) has the dates. If Sheet #1 is for RepXX, I need to bring back to Sheet#1, all Customers, dollars, and dates that use RepXX. (a mix of text and numbers). Any help on this would be greatly appreciated. -Dixie |
#4
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You can automate it with code and also using advanced filter which is
somewhat abstract but more powerful, Debra Dalgleish has instructions on her site http://www.contextures.com/xlautofilter03.html http://www.contextures.com/xladvfilter01.html -- Regards, Peo Sjoblom "Dixie" wrote in message ... Is there a way to bring the selected data over to another worksheet as I need to do calculations on the dollars total from all clients using RepXX? The problem is that I also need each client's name and date in addition to dollars. Thanks "Peo Sjoblom" wrote: Use a filter, preferably autofilter which is easier to learn, filter on the Rep -- Regards, Peo Sjoblom "Dixie" wrote in message ... I am trying to use each Rep's name to bring back all their customers and corresponding data. VLookUp continually brings back the first customer's name only. I need all customers' names and data that use the Rep. So, for Sheet#2, Column (A) has all the Reps, Column (B) has all the customers, Column (C) has the dollar amounts, and Column(D) has the dates. If Sheet #1 is for RepXX, I need to bring back to Sheet#1, all Customers, dollars, and dates that use RepXX. (a mix of text and numbers). Any help on this would be greatly appreciated. -Dixie |
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