Sales Lead summary
 

Hi

I work for a company wholesale manufactures a product in high demand. We
don't sell to the end user.

We get a number of "Mum & Dad" sales leads that come in via our website &
yellow pages adverts that we want to forward onto our agents for them to
followup.

I have a spreadsheet with all our agents contact details listed.

I want to be able to run a sales lead summary that lists by agent, the
contact details of all the leads for a date range e.g. 1st April 2006 until
22nd May 2006.

Ideally, I would type into a form:

1. the agents name & a date range, hit enter & have the sales leads come up
in an excel spreadsheet.

2. Date range & have the total number of leads for that period come up in an
excel spreadsheet.

Is this doable in Excel or am I better off using Access?

How would you go about this?

TIA

Pete

Sales Lead summary
 

Consider using an Autofilter with an optinal Userform for easy data entry

That will require simple VBA code (macro)

Hope this helps,
--
AP


"Pete" a écrit dans le message de news:
...
Hi

I work for a company wholesale manufactures a product in high demand. We
don't sell to the end user.

We get a number of "Mum & Dad" sales leads that come in via our website &
yellow pages adverts that we want to forward onto our agents for them to
followup.

I have a spreadsheet with all our agents contact details listed.

I want to be able to run a sales lead summary that lists by agent, the
contact details of all the leads for a date range e.g. 1st April 2006
until
22nd May 2006.

Ideally, I would type into a form:

1. the agents name & a date range, hit enter & have the sales leads come
up
in an excel spreadsheet.

2. Date range & have the total number of leads for that period come up in
an
excel spreadsheet.

Is this doable in Excel or am I better off using Access?

How would you go about this?

TIA

Pete

Sales Lead summary
 

additional information: (search based on: excel filter sub programming)
Excel Filters -- AutoFilter Programming
http://www.contextures.com/xlautofilter03.html

XL: How to Control the AutoFilter with a Macro
http://support.microsoft.com/?kbid=141770
(defective HTML coding must be viewed in IE)

An advanced filter to extract records in Excel
http://www.meadinkent.co.uk/xlfilter.htm

All are programming solutions, if not familiar with macros see
http://www.mvps.org/dmcritchie/excel....htm#havemacro
---
HTH,
David McRitchie, Microsoft MVP - Excel
My Excel Pages: http://www.mvps.org/dmcritchie/excel/excel.htm


"Ardus Petus" wrote ..
Consider using an Autofilter with an optinal Userform for easy data entry
That will require simple VBA code (macro)


"Pete" ...
I have a spreadsheet with all our agents contact details listed.

I want to be able to run a sales lead summary that lists by agent, the
contact details of all the leads for a date range e.g. 1st April 2006
until 22nd May 2006.

Ideally, I would type into a form: