Counting Transactions Per Agent

Sep 3, 2009

I have a group of users in cell C1 and i wanted to count how many times they have process a payment as long as its value in Cell D1 is more then or equal to 1.

I tried sumif, but its totalling the amount. but i wanted is the number of transaction.

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Counting Paid Transactions Per Seller Database?

May 6, 2014

Find attached , formula on d2 and e2 , raw data sheet1

Attached Files : counting seller paid.xls

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Extract Top Scores And Agent

Jan 10, 2012

This formula in AN63 TO AN75 is an array formula

=IF(AO63="","",INDEX($B$47:$B$58,LARGE(IF($AA$47:$AA$58"",IF($AA$47:$AA$58=AO63,ROW($AA$47:$AA$58)-ROW($AA$47)+1)),COUNTIF($AO$63:AO63,AO63))))

This in AO63 - AO75 is a standard formula

=IFERROR(LARGE($AA$47:$AA$58,ROWS($A$1:A1)),"")

Basically my aim is to extract the top scores and agent.

Now i wanted not have an array formula so to convert the array formula to a non array formula.

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How To Use Vlookup To Calculate The Number Of Shift Per Week For Each Agent

Dec 19, 2013

I would like to use vlookup to calculate the number of shift per week for each agent

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Can't Display Most Recent Start Date For Mission Of Particular Type For Agent

Jun 23, 2014

I have an excel spread sheet that is quite large it hold events for a piece of software that we are using what I am trying to do is display the last time was successful and the last time something failed

What I Want Return the MAX Value of the cells in a Column labeled start date for the rows where a Column labeled Agent =X and a Column labeled Mission Type = Y

In plain English with an example In another Cell I want to display the most recent start date for a mission of a particular type for an agent

Using the following table as an example I would like to determine the last time Agent 007 was on a Mission of type a

The Expected result should be 6/23/2008
If the same was asked for agent 99 the result would be 4/20/2008
And again for 66 the results would be 5/2/2008
If we then changed the mission type to b the results would be
007 6/23/2010
66 5/2/2010
99 4/25/2010

Here are the formulas i have tried already the results for these were incorrect and exactly the same 6/23/2012 the formula seems to be ignoring the first value and just calculating the last column to the latest date

[Code]....

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Make Automated Reports Of Call Center Data Per Day Per Agent?

Feb 14, 2013

Im doing a project and Ive heard that previously, this was done by copying and pasting which took countless man hours to do.

I want to make automated reports of call center data per day per agent. I would like for it to exported into a single excel worksheet with a tab for each Agent, listing the stats per day. What program would be the best to accomplish this feat. I was thinking of importing the information to access to create to muniplulate the information in a one click fashion. but im not sure if i could get the data back to excel.

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Copy Lines Depending On Agent Selected And Date Range

Feb 3, 2010

I am having issues with this Macro since I have to run it on computers only supporting Excel 2003 and computers with Excel 2007. The Macro in use is as follows:
--------------------------------------------------------------------------------------------------------------------------------

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On Weighted Percentages - Create A Report That Rank Top Sales Agent For The Month?

Jul 29, 2014

I have been asked to create a report that rank top sales agent for the month with the following variables:

Total # of sales-35%
Total $ of sales-45%
Number of calls made-20%

Given that there is more than one variable they have placed percentage weight on each. Thus my task is to cull said percentage and add their total thus getting a figure which would represent their ranking depending on how higj or low the total is.

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Formula To Copy Lines Depending On Date Range And Agent Selected

Jan 30, 2010

What I would like to do with the information that I have put together on a different workbook is to reference an Agent (column A), and a time range (Date is in column D) and then copy the row from A to I for each occurrence during that range of dates so we can see how many and what errors have occurred during any range of dates selected. (I will have different people inputting errors at different times so the dates will not be sorted unless they have to be). I want to be able to select different agents/date ranges to be able to get a glance of how that particular agent did during this time frame.

Here is an example of the work sheet where the data is originaly.

[Removed]

Here is an example (in a different workbook) of what the sheet should look like if I was searching errors for Albert Ozier between 1/25/2010 and 1/28/2010.

[Removed]

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Tracking Paid Transactions

Mar 25, 2014

I want to create a spreadsheet that I can export my transactions from my credit card onto -- is there a way to make it so that the transactions that haven't been covered by my most recent payment(s) are red, while the ones that are paid are green without manually going through & doing it? I know there's the IF, TRUE, FALSE formulas, but I'm confused on how to use them.

Basically, if I spend $1,000 between 5 transactions and make a $400 payment, I want the oldest transactions totalling up to $400 to turn green, while the remaining are stay red until a new payment is posted.

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Sorting Paypal Transactions

Feb 16, 2008

I need to sort all my pay pal transactions I need all my debits in one row and credit in another.

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Counter For Transactions Within Account

May 11, 2009

I need to have a running counter of transactions within an account.

Solved with: C2=COUNTIF($B$4:B4,B4)
(and copy down)
Example:
ACCTNO AMT Trans#
100125.001
100121.002
100122.50 3
1001 2.00 4
1001 5.00 5
100127.00 6
1013 .50 1
1013 2.50 2
1013 13.00 3

I need to solve for the Trans# I've included it here for clarity, but I need to be able to get that number based on the ACCTNO. Notice the Counter Resets to 1 when the ACCTNO changes from 1001 to 1013.

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Compare Combinations Of Values / Transactions

Jan 25, 2014

I need to compare in and out of money in multiple bank accounts.

Imagine in row one i have all the "INs"
and in row two i have all the "OUTs"

Now, how do i compare say first transaction in row one to say 5 transactions in row 2 and find the relationship
It can be:

1. Transaction IN 1 = Transaction OUT 3
2. Transaction IN 1 = Transaction OUT 2+4
3. Transaction IN 1 = Transaction OUT 3, or Transaction OUT 2+4

So if its a direct relation it just displays where they are equal, if they aren't how it will display which multiple transactions will be equal, and if there are 2 different possibilities it will show both answers.

If its only In = Out its pretty straight forward, but how do i code it to search for combinations of transactions say 1+2+5 efficiently.

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Conditional Cell Color Changes And Transactions

Sep 7, 2009

1.1 In columns N and O, color the numbers in both the N and O cells green if, and only if, (a)the N cell's number is greater than O's, AND (b) both N and O cells' values are greater than the preceeding N and O cells' (i.e. a great value than one row higher in the column).

1.2 In columns N and O, color the numbers in both the N and O cells red if, and only if, (a)the N cell's number is less than O's, AND (b) both N and O cells' values are lesser than the preceeding N and O cells'(i.e. lesser values than one row higher in the column).

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Finding Difference In Timing Between Transactions

Oct 13, 2009

I have approximately 40 seperate sheets in one workbook. Each sheet is a unique part #. Each part has 6 different types of transactions possible. Let's say A-F. A-F each have a date associated when them of when the transaction occured. The transactions are sorted by date. I would like to write a formula that when Transaction A occurs what is the diffence in days until D transaction occurs. Or the time differnce between when B occured and the next F occured.

below is my datedif formula, but it obviously only works in a sequential order from top to bottom.

=IF(DATEDIF(M5,M6,"y")=0,"",DATEDIF(M52,M6,"y")&" years ")&IF(DATEDIF(M5,M6,"ym")=0,"",DATEDIF(M5,M6,"ym")&" months ")&DATEDIF(M5,M6,"md")&" days"

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Info For Transactions - Calculate Commissions

Aug 23, 2013

I have a spreadsheet with detail info for transactions. There are multiple columns...but these are the ones I'm concerned with. ie

Cell A4 has the date range ( 1 month) ie "04/01/2013 - 04/30/2013"

below starts on B5
Cell B - Cell D - Cell I
vendor - Qty - Profit
H20 Month $50 2 7.00
H20 $30 Mo Unl T&T 2 4.20
H20 Month $60 21 88.20
Page Plus Unl $55 3 22.29
PagePlus Unl $39.95 6 32.34
etc...
Cell A32 has the date range ( 1 month) ie "05/01/2013 - 05/312013"

and the vendor, qty and profit like above again....

The above

To the right of this I have :

Cell L2 Cell M2 Cell N2 Cell O2 Cell P2 Cell Q2 Cell R2
Company - April - Topup profit - May Topup Profit - June - Topup profit
H20 29 110.60 71 261.10 93 342.95
PagePlus 19 55.05 25 106.72 14 44.70
etc...

at the bottom, I have the totals for each cell from M2 thru R2.

How can i get L2 thru R2 to sum up the detail amounts on Column I by Column B ?

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SUM Monetary Transactions Based On Two Criteria

Feb 20, 2014

I want to SUM monetary transactions based on two criteria.

1.) if the transaction occurred within a certain month (Jan)
2.) based on the transactions category ("Obligations")

I have two formulas which successfully validate the data individually but I need to combine them so that both criteria must be met before data is summed.

=SUMIF(REGISTER!E3:E1000,"Obligations",REGISTER!G3:G1000)

=SUM((IF(MONTH(REGISTER!$B$3:$B$1000)=1,REGISTER!$G$3:$G$1000,0)))

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Transactions Over A Month Broken Down To Each Product Type

Apr 27, 2009

I have a set of sales data which shows the dates of transactions and also the product type that was sold. I want to see the monthly sales for each product type. I can get a total for all product types over the months using the following:

=COUNTIF(Licences!E2:E9999, "<39600")-COUNTIF(Licences!E2:E9999,"<39569")

36900 = Jun-08
39569 = May-08

But I need it to also break it down for product a, b, c so I need something else to add to the formula?

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Temporarily Hide Transactions In Bank Statement?

Feb 3, 2014

I have downloaded some of my bank statements in excel format but they are just static data - ie, they are just numbers in boxes and the BALANCE column does not react when I take out a transaction.

I have put in a formula for the BALANCE column so it does now take its value from the previous day plus or minus transactions, but now I want to do additional things.

- How would I, for example, categorise several transactions as "HOLIDAY" [URL] ....... and then temporarily make them disappear so that I can see the effect of that on my balance? I can see how to hide/unhide transactions but that doesn't actually seem to have any impact on the balance column.

- Second query: how do I make my current spreadsheet a template so that when I download the next bunch of bank statements I can just apply all the formulae in this one to it?

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Bank Transactions - Grouping / Totaling Like Titles

Jun 1, 2014

I'm trying to group a year's worth of bank transactions. The initial data that was cut from pdf files is a date, payee and amount

1) how can I search down col A and give the sum of all like Payees, then total each set of similar payees? Maybe if first 6 characters match, then total until it comes to a different set.
Total each set.

2) then, I need to assign a category to each set of payees, so if contains usps, then add category "postage"

3) formula to find all postage totals and combine for a grand total per category.

usps15.23postage
usps14.32postage
usps5.23postage
fedex5.25postage
fedex10.22postage
shell45.28fuel
shell99.38fuel
qt27.38fuel
qt44.88fuel

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Count The Closed Transactions Month Wise

Dec 4, 2008

I would like to be able to count all the closed transactions for the month of May and then add Column B if they match with May ....

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How To Pull Transactions Into Template Based On Customer Code

Dec 11, 2012

We've got a bug in our finance system where it can't handle any transactions that have sales but no related commission. The BI team provides a CSV file separately with this information and the sales team has to manually input it. I know how to create a template that can be uploaded into the system but don't know how to pull the data into the template from the CSV file.

I've created the attached example and what i'd like is a drop down box in cell B1 (template tab) listing all the customer codes in column B on the data tab and then based on your selection all the related transaction lines pull into columns A to F (starting on row 4).

Manual Invoicing Query.xlsx‎

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Sumproduct Multiple Daily Transactions By Date And Month

Jun 7, 2009

Can someone tell me what I'm doing wrong for the weekly sums in this spreadsheet? The monthly sums work fine.

PS I can't use pivot tables. This spreadsheet is a quite small part of a more expansive set of worksheets, from which I am pulling data.

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Form Sub-totals Quarterly In Typical List Of Transactions?

Feb 21, 2014

How to form sub-totals quarterly in a typical list of transactions. Twist being it is not calendar year quarters but quarters from from 5 April to 5 July, 6July to 5 October etc. Typical table columns looks like:

Date Amount Transcation
5/4/14 200.50 bolts
7/5/14 50.10 screws
6/6/14 10.00 bolts and nuts
--------------------------------------------
SubTotal 260.60

12/7/14 10.00 bolts and nuts
10/8/14 40.00 rivets
4/10/15 10.00 screws
--------------------------------------------
Sub Total 60.00

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Search Page To Bring Back All Transactions Based On A Primary Key

Jun 28, 2009

I have this spreadsheet that has over 20,000 rows. I was asked to build a search page to will bring back all transactions based on a primary key (account number). Here is a sample:

Account NumberDateComments2343566/2/2009 $ 111.43 3453465/1/2009 $ 89.34 5676552/5/2008 $ 643.23 8078989/3/2008 $1,245.34 12543612/5/2008 $ 56.65 2343562/2/2009 $ 343.54 3482459/9/2008 $ 78.76 9345641/2/2009 $ 356.22 2343565/3/2008 $ 529.66

The idea is to enter an account number like 234356 click a button and bring back:

Account NumberDateComments2343566/2/2009 $ 111.43 2343562/2/2009 $ 343.54 2343565/3/2008 $ 529.66

I got the button part done and using vlookup it brings back the first line. The problem is that it won't bring back all the rows just the first one.

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Excel 2010 :: Create Balance Ledger To Track Transactions At Different Locations

Dec 16, 2011

So I'm trying to create a balance ledger to track my transactions at different locations.

This is basically what I have:

C4 = numerical value for site A
D4 = balance for site A
E4 = numerical value for site B
F4 = balance for site B
G4 = total balance of both sites

Values for C4 and E4 are manually entered.

D4: =IF(OR(ISBLANK(D3), ISBLANK(C4)), "", D3+C4)
F4: =IF(OR(ISBLANK(F3), ISBLANK(E4)), "", F3+E4)
G4: =IF(AND(ISBLANK(D4), ISBLANK(F4)), "", D4+F4)

I have these formulas auto-filled to the bottom of the sheet of each column. The problem I'm having is that with this setup, the return on the G column is giving me

#VALUE!

for all rows that do not have any values entered yet. Is there any way to fix the formula in column G so that it reads the value of the cell instead of the formula in the targeted cell?

I am using Office 2010 on Windows 7.

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Jan 1, 2014

I cannot get various formulas (Countif, Match, Frequency, Etc) to work properly.

I am trying to arrive at a total number of matches of numbers in cell range B1:G1 with any numbers entered into the cell range of K1:P11 and have the total of matches display in cell H1.
However I do not want to count duplicate numbers from the K1:P11 cells. (if the number 5 in posted in K1:P11 multiple times I only need it reported once in H1)

B1:G1 is the constant and the numbers will not change - K1:P11 cells will be populated by adding numbers until the all the numbers in B1:G1 is completed and match.

Range
B1 C1 D1 E1 F1 G1
2 7 19 45 22 13

H1 Total of matching numbers in cell range K1:P11

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Feb 3, 2014

I was given this spreadsheet to count attendance by entering the entry date and exit day, however it's counting the first day and the last. I'm needing it to only count the first day and not the exit day.Book2.xls

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Day ## Of ## Counting

Jan 8, 2009

I am looking for a formula that will count days in increments of 1 through 40. I need it to look like this: DAY 1 of 40

Whereas only the "1" counts up to 40 every 24 hours. And maybe a button to reset the counter back to "1" ...

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Counting Up From Certain Value?

Nov 26, 2013

want to count up from a certain number but rather to a certain number.

Basically I am making a spreadsheet of products which already have product ID's, however there are 1000's of these. So I am doing them by manuafactuer, so some sheets do indeed start from 1, but pretty much every other sheet starts from a number like 1300, or even 2563.

how I would go about making excel automatically fill in the ID field?

So it would show like;

1300
1301
1302
etc etc

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