Updating Table - Points Accumulated / Redeemed

May 10, 2013

I handle catering and marketing at my work, so naturally I track the sales of each customer and company. Right now I have each month on a separate tab and it works great for tracking MTD and YTD sales.

However, we recently implemented a Loyalty Points program to our catering customers where each dollar they spend = 1 LP and each LP = .02 discount on future catering when they have accumulated at least 500 LP.

What I really need to be able to do is find the easiest way to track not only what they spend, but also how many points they have accumulated, how much $ it equals, how many points they have redeemed, what their total LP balance is and $ amount balance. There has to be some way to create something that will either automatically update or a way that I can lock formulas into a cell next to pivot table. I don't really know what my options are, I am just above basic as far as using excel.

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I have one worksheet in, which I have to show the accumulated amount found in another worksheet within the same workbook where the value added will be accumulated only when the criteria is met. I have enclosed herewith a sample of what I am trying to do since it is long to explain in writing. As the chinese proverb says: "better see once than hearing/reading 1000 of words.

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[Code]...

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Acc Total

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[Code]....

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Sheet 1:

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table
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[Code].....

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Result 3-1

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