Matching Customers And Excluding From Criteria

Aug 31, 2013

I need to compile a 'sumifs' formula to add sales for the salesmen.

Below is an example table. My dilemma is determining that in addition to the sales I only want to 'sum' the 'CANCEL' sale of a customer that initially purchased a 'GOOD' Status and not a 'PENDING' status.

How can i write a formula to determine that (for example) Customer3 'cancelled' the 'pending' sale, therefore I do not want the 'cancel' to sum in my calculations.

Date Salesman Customer Product Status Sale
Jan 8th John Customer1 Apples Good $500
Jan 9th Mark Customer2 Pears Good $200
Jan 8th Kevin Customer3 Oranges Pending $250
Jan 15th Mark Customer2 Pears Cancel $200
Jan 16th Kevin Customer3 Oranges Cancel $250

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View Customers Past Due Date With Other Criteria

Apr 6, 2008

I need a macro that will find a row on "Sheet4" that has the word "YES" in column "K" and then varify that there is a balance owed (<$0.00) in column "N" of that same row. If there is a balance owed I need the macro to copy the data from that row into a specific place on "Sheet2" (Column "C" to E10 on the new sheet, D to E11, Q to E12, R to M12, S to T12, G to Y26, H to AF29, M to AF30, N to AF32, and lastly the current date to AC10) then Copy that sheet to a new workbook then rename the copied sheet the the Value of "E10" on that sheet and then clear the data on "Sheet2" so that only the information that was on the sheet before the data transfer is left, If there is no balance owed then it continues down column "K" on it's own to check the next one until it reaches the end of the data in "sheet4" (which is row 2111).

My goal is to be able to use this Macro to sift through a list of customers and to find ones that are past due on their bill (Based of of Column "K" which states that Yes the Bill is past due, and then variefies that it hasn't already been paid by checking the Balance Due Column "N") and then transfers their customer information to an invoice and then moves the invoice to a New workbook (So as to not clutter up my already to large Customer workbook)

This is the code that I have been playing with but i'm getting stuck on how exactlly to do this so i'm sure theres a lot in there that doesn't make any sense.

Sub FindandCopyRows()
Dim Data As Variant
Dim DataFound() As Variant
Dim iValue As Integer
Dim j As Long
Dim i As Integer

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Fill ListBox With TextBox Matches While Excluding Those Matching ComboBox Choice

Jul 11, 2009

I've created a macro that searches the active worksheet for a textboxvalue and copies all full and partial matches to a multicolumn listbox. However, I'd like to install some sort of filter that prevents registrations not containing the value in a combobox from making it into the listbox (so I'd actually like to search for registrations meeting two criteria, i.e. an advanced search). The macro I'm using is:

Private Sub Query_Change()

Dim vFound As Range
Dim strFirstAddress As String

On Error Goto ErrorHandle

Set vFound = Cells.Find(What:=Query.value, After:=Cells(1, 10), _
LookIn:=xlFormulas, LookAt:=xlPart, SearchOrder:=xlByRows, SearchDirection:=xlNext, _
MatchCase:=False, SearchFormat:=False)
If Not vFound Is Nothing Then
strFirstAddress = vFound.Address

I've attached the workbook I'm working on, in case I haven't made myself sufficiently clear in the above.

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Sum Values Excluding Duplicates With Criteria To Be Met First

Sep 23, 2013

Below is the criteria I need a formula for.

First Criteria - If column D=John Smith,

Second Criteria - Excluding duplicates in column A, (red are the unique values I need)

Third Criteria - Sum of column B that meets the above criteria first

Result I am after is

John Smith - $154,330.00
James Brown - $150,520.00
David Williams - $161,390.00

A
B
C
D

[code]....

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Count Excluding Duplicates Based On Multiple Criteria

Jul 4, 2014

I have the below table of data and what I am looking for is a formula that will count the number for unique numbers (col E) depending on a several criteria. So far I have got this formula but it's not working!

=IFERROR((SUMPRODUCT(--(A3="2014"),--(B3="1"),--(D3="Boc Limited"),)),"")

A
B
C
D
E

year
week
smsupplier_code
supplier name
orders_no

[code].....

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Vlookup And Matching 2 Criteria

Dec 23, 2008

I have an output table that looks like the followings:......

There is 1 input for the spreadsheet: What month? Enter 9, 10, 11 etc. I need it to pull from a data sheet that is set up as such:......

So effectively it needs to vlookup the name in column A, (A, B, or C), and then it needs to match that to the column that has the same name as the output table (Crit.1 or Crit.2 and the number of the month above it (10,11,etc). I attached an excel sheet to better demonstrate

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Lookups Matching 2 Criteria

Dec 23, 2009

If you look at my attached example. I'd like the date line/columns in Sheet "8002372008" to be populated automatically with data from Sheet "Data".

Is this possible? VLOOKUPs and MATCH are what I was thinking, but I'm not sure how to do it.

I know it could probably be done in VB, but I don't want to have to click on each "800 Number" sheet to update it every time, so that my summary sheets are accurate.

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Matching Data With Specified Criteria

Jun 30, 2007

I need to match data with specific criteria. Details of the problem are as follows:

I have 2 sheets: "Main" and "Sub"

In "Main" there are 3 Important Columns: Col "C", "I" and "AF"
In "Sub" there are 2 Important Columns: Col "I' and "N".

Value in column "C" of "Main" is same as value in column "I" of "Sub", but not in same order.

Now the specific criteria:

If value in Column "I" of "Main" is not equal to "Zero", then the macro should pick up the value from the corresponding column "C" of "Main" and search for the same in column "I" of "Sub". After matching the same, it should find corresponding value in column "N" of "Sub". Then the macro should pick up the value from column "N" of "Sub" and put the value in the column "AF" of "Main".

This is basic requirement.

I am unable to retrieve the right value for the same.

Fine tuining will be:

If the value in column "N" of "Sub" is "Fully Automated" then it should only write "Automated" in column "AF" of "Main". And If the value is "Manual + ...." then it should write "Manual" in column "AF" of "Main".

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How Can Find A Value Using Two Different Matching Criteria

Feb 9, 2006

Col cCol dFormula
Lease TermCompany #6023%
3637%
4843%
6052%
12620%
247FALSE
368FALSE
48105%
609FALSE

Residual Table

Company #
127
438
569
10

Col b
Lease TermResidual %
1210%20%9%
245%9%6%
364%7%3%
483%5%2%
602%3%1% ......

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Multiple Criteria Matching In VBA?

Apr 22, 2012

Modifying the following line by replacing the row number in AC2 and Q2 by an incremental variable? I mean something like “AC”&Rw , “Q”&Rw, &Rw, Rw being my incremental variable used to go through the rows.

ElxJobNo=Evaluate("Index(Index(Jobnumbers,0,1),Match(AC2&Q2,Index(Jobnumbers,0,3)&Index(Jobnumbers,0,4),0))")

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Jul 6, 2006

How do I return an offset value within a named range using a formula? For example, my range "RngTest" is from C3:J43. If a value of "Product123" is found within the range, (lets say its found in cells C3; E5 and E7), I need the accumulative values in the cells 'below' (in cells D3; F5 and F7) added ( SUM) and returned to cell L3.
Therefore if Cells D3; F5; and F7 have the respective values of 3; 4 and 5,
the value of cell L3 should be 12. Also, do I need to express "RngTest" or "C3:J43" or does it matter?

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Results From Two Matching Criteria

Mar 20, 2007

I am trying to solve a small problem that i have, I am not that good with VBA and need somehelp.
heres the situation.
Sheet 1 is filled in col.1= title, col.2= table# (ex. 1,2,...11)col3.= grid location (ex. a-1, a-2...a-10,b-1...b-10....d-10). I will enter a title then pick a table then a grid location.
On sheet 2 also known as table 1. col.1 =grid location (ex. a-1, a-2...a-10,b-1...b-10....d-10) col. 2 = title.

I want to create a macro or function that can evaluate sheet1 and pick out when col.2=table 1 and col.3 = grid loc. A-1.... through D-10 then give me what is in col.1.
this will have to be done for 11 sheets 1 sheet for each table.

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Multi Text Matching Criteria

Apr 5, 2013

I'm trying to build a formula on the matching text as below, im getting an value error, however when i press the FX key it shows the correct result.

Column A
Column B
Column C
Column D

[Code] ....

( I would like to match the below two criteria with the Row 1 and Row 2)

Co1

#VALUE!

Latest Forecast

Formula-->
IF(MATCH(A6&A7,B1:I1&B2:I2,0),"Ok","Not ok")

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Jan 30, 2014

I'm trying to create an overview which shows a breakdown of the total minutes for each task on each given day.

I need to get a formula to work in the grey area which sums the total minutes (column C) based on matching two criteras of task (column A) and day (column b).

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Three Matching Criteria Of Data, Is Sumproduct Appropriate?

Jan 30, 2009

I have two sheets where I dump data into. Widget sales and Widget Accessory sales. I'm trying to display for the widget salesmen the amount of dollars they sell in widget accessories ONLY for the transactions in which they also sell a widget at the same time.

So I need a formula or process (taking and comparing the data from both sheets) to do the following

IF
1. The dates of a widget sale and the accessory sale match (in both sheets)
2. The salesman ID in both sheets match
3. The names of the customer in both sheets match
THEN
1. Add up the total dollars by salesman for sales that match the above criteria

I've tried using sumproduct... I've tried using countif and concatenating pieces of data to make unique sales codes... I've exhausted my meager excel skills .

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Jan 8, 2014

I have a sheet containing a list of client name,the date they've been assigned, the type of account they have, the status of the account, and the last update date.

What I'm trying to accomplish is to extract the client name and the type of account on that table that shows as "complete" in status. However, it gets complicated since I need to separate the data that had been 'completed' under the same month, with those completed the other month.

For example, I have been assigned 2 clients this January. I closed one in the same month, and the other closed at February. The first client would be listed under the first table (Completed within the month) and the other would be on the second (Completed on previous months)

Since this would be monthly, I am thinking if it would be more efficient to include the table per sheet (as one sheet corresponds to a month), or consolidate everything to a single sheet... I'm not sure which one would be best.

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Jun 28, 2014

I have a spreadsheet where I want to match the PO info with the invoice info. I want to match the cost center, location, PO number, item number and the price.

Period
Cost Center
Account
Item No
PO No
Amount
Test

DEC-12
5000AF
000
M0002648
13579
(59.89)
5.11

[code]....

The formula I used in the test column

=SUMPRODUCT(--($B$2:$B$13&$C$2:$C$13&$D$2:$D$13&$E$2:$E$13=B2&C2&D2&E2),$F$2:$F$13)

As you can see in that the formula is showing the first 4 rows with a difference even though that the difference is in the first two. How can i fix this?

My second question, on the lines with the 989.04 difference, how can I make the same formula to say "Fix the account" or to fix the column with discrepancy

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Jan 3, 2007

setup a vba code to find values which were separated by a certain value, thus there would be pairs of numbers sought after. What occured was that the first value is bolded, followed by the second not bolded, this pair would be separated by 75. Now I want to apply the same code, but instead of copying just the two cells which were separated to someone on the current sheet, I would like it to copy the entire row (as there is more data associated with it now) with the same bold/not bolded pairing to a new sheet, called "Numbers". I would imgine it be straight forward, yet I am very new to this and still tinkering.

Heres the ....

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May 11, 2007

I have been using the code found here

Sub DeleteRowsFastest()
Dim rTable As Range
Dim lCol As Long
Dim vCriteria

On Error Resume Next
'Determine the table range
With Selection
If .Cells.Count > 1 Then
Set rTable = Selection
Else.............................

to delete rows that match the given criteria. I am now wanting to do the opposite, keep the rows matching my given criteria and delete all others.

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Jun 25, 2007

I have been asked to analyse the contribution / performance of each student in a team. What i am trying to do is to count the number of times each student has work together and then try to work out their contribution. Got stuck on the 2nd bit for like 3 weeks flat. have been trying but not luck... seems to give me 1 or 0. so i assume my attempt is only a true or false answer! All i need is a count of how many times each student work with each other, and the best backbone formula is "count". This situation is best explained by my example, D15 is the closest i got

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Jun 9, 2013

I have a spreadsheet that contains two input tables: Parallel and Perpendicular. Next, the user can select a group which a certain entry belongs to. Now what I want is a "summary" of these entries in a table that has no blank rows and combines both Parallel and Perpendicular entries by the Group. Please note that there is no fixed number of inputs for any one group i-e the solution has to be dynamic.The groups are numbered from 1 to 6 and number of groups is fixed i-e 6.

A sample file illustrating the inputs and required output is attached.

I also posted this on: [URL] ....

Sample_file_summary.xlsx

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May 2, 2014

how to figure it out this lookup problem (lookup using partial string of match)...

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Dec 11, 2012

The matrix:

Col A Col B Col C
2012-11-08 07:26:16Check-InJohn
2012-11-08 13:23:58Check-OutJohn
2012-11-08 13:24:01Check-InJohn

The goal:

Since i have a given:

1. Name(which exists in column C)

2. Date (which exists in column A - formated has (AAAA-MM-SS HH:MM:SS)

3. Event (which exists in column B)

4. Hour*

I want to know the nearest hour that matches all criterias.

In the example on top, if i give:
John, 2012-11-08, Check-In, 14:00:00
I want the result: 13:24:01

If, for example, the date doesn't exist, the result could be a simple error message.

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Feb 3, 2013

I've got an array of data about 30x1500 cells in size, I want to use this data in a table I'm making on another worksheet.

Normally I'd just use VLOOKUP and this works great in most cases but I want to do something a little bit more complicated. Basically I want to (in normal English) have excel look at the table, find a cell that matches criteria in this data array, then compare to another cell on the same row in this array. If the criteria for these two match then display the data from another cell on the same row. The criteria for matching the first cells would be an exact value, both being strings of text.

I've tried using a couple of nested VLOOKUP and IF statements but failed .....

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Dec 10, 2008

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I need help on two things:
1> Virtual Range
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I want to perform a Lookup Using the Regular Match Function with the following Syntax for checking Dates falling in a Fixed Range...

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May 28, 2009

How would I write a sumif function to only add consecutive cells that match the criteria? Here is the formula I am using right now, but it adds all of the cells that match the criteria, not just the consecutive ones. Also they need to be consecutive cells from the current cell (in the formula below i would be referring to A80)

=IF(A81<>A80,SUMIF(A$5:A80,A80,H$5:H80),"")

More data:

Column A is a group of dates, but not in order, they are slightly mixed up
Column H is a monetary value.

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Jul 14, 2009

I have a spreadsheet schedule that pulls quantities from another spreadsheet's cells. if the part number of the reference row matches the schedule cell's part number (row), and the date of the reference cell row is 2 workdays after that of the schedule cell's column, the quantity is put in the right place in the schedule. that part works. the problem I have is that sometimes there is more than one quantity with the same part number and date (due to the parts belonging to different jobs). when this is the case, only one of the quantities is picked up by the schedule. i want the schedule cells to sum the quantities of the reference file with matching criteria. i also don't want to have to change the reference file at all in order to do this. below is the function that works (besides summing the duplicates). the part after the " " is what i would need to alter.

HXS is the reference file where D is the part number column, I is the date column, and 5 is the index column referencing the quantity.

C is the part number column in the schedule
K is the date row in the schedule ....

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Aug 9, 2012

I have two excel sheets. Lets say one is for May and another for June month. I have some data like name of account, account number their ratings . I wish to find if the account present in June month was present in May month sheet or not and if yes, then i need to extract a rating entry( column) from it and paste it in another sheet where i have copied all the data of June month so that i am able to see if the rating has changed over the months or remain same for that particular account...

i am trying vlookup but it is not able to search the name of the account even when it is present in the sheet( like WBIDFC) ... it seems the problem may be because of the format but i am not sure.... moreover i tried to vlookup via account no. but problem is that sometimes the account number is given and sometimes not.. Moreover , the format also does not match sometimes..

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Apr 25, 2013

Currently I have two tabs one with six columns of data. On a separate tab I have a matrix of two of the criteria. I would like to map the company data to the matrix, but recognizing the primary representative has more than one company he/she manages. Hence I don't just need the first entry, but all of his/hers maps to the size columns.

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Jul 21, 2014

adv bar

a11 b3
a2 b3
a3 b5
a4 b6
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I have a pivot like the one above. I want to keep only the rows if "bar' falls within a range. So in a certain range (say d2:d7) I set the criteria for "bar". Is there a way to tell the table to keep only the rows, if the "bar" value can be found in d2:d7?

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