Find All The Accounts That Have A Loyal Relationship With A Rep And Separate Them

Feb 19, 2010

I'm trying to find customer loyalty by rep. So I need to find all the accounts that have a loyal relationship with a rep and separate them. All the other reps that sold to those companies are removed. Then I need to find the accounts that still did business with us from year to year, but not with the same rep. Any not loyal accounts are also removed.

The ultimate goal is a pivot table that shows reps on the vertical axis, years on the horizontal axis, with the data being total number of accounts per rep per year. All of the 2008 accounts will be counted, and of the 2009 accounts, only those that were loyal - retained either by the same or a different rep - will be totaled. For this purpose there is no difference between accounts retained either by the same or a different rep, they will be added together. So a rep may have had 10 accounts they sold to in 2008, and of those 10, 5 bought again in 2009, and the rep also picked up 1 account that bought from another rep in 2008. So the rep's totals would be 10 for 2008, and 6 for 2009. I've attached an example workbook to show you what I mean. A "1" in the 2008 or 2009 column indicates the account bought something that year.

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VLookup - Find Duplicate Accounts And Get Count?

Apr 24, 2012

I have a workbook where i am trying to find duplicate accounts. I need to get a count of these duplicate accounts and i need to find the accounts as well. One last thing the workbook covers an entire year and i would like a formula that will cover the 12 sheets to provide the results.

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Data Relationship...?

Nov 26, 2009

I would like to get to a stage when I can type in a part number and it will bring up other part numbers that were ordered with that part number. Ideally the top ten rather than having a huge lists of hundreds of parts.

I.e The top selling part number in the list is 11511607, I can easily make a formula to bring back all of the order numbers this was ordered on but I don’t want the order numbers, I want the other part numbers on the order in which this part was ordered. I am trying to get to which parts are commonly ordered together and thus should be stored close together in the warehouse to speed up the picking processes.

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Jun 8, 2009

Got two spreadsheets that should be identical, and in both the column widths ARE identical - when you look at the no. of Pixels. However, the other width is different. So what's the relationship between width and pixels? Is this difference to be expected?

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Aging Accounts

Dec 9, 2008

I'm trying to create an aging accounts table from transaction data. I am tracking loans. Here's the layout of the data that I have. Positive entries mean that a new loan was taken out. Negative entries mean that a loan payment was made.: ...

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Dec 18, 2012

I am trying to figure out a formula that performs the following function:

I want it to find the date in column A in Sheet2 in column A in Sheet1 and return the highest value of column D(sheet1) for that same date. Is there a formula that can solve me that?

I attach an example of my worksheet.

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Find Data In Separate Worksheet

Jun 26, 2009

I would like to put together a macro that would compare a list of part numbers against a database, and recommend alternative vendors for the part. The actual VBA I think I can handle, my problem is with the formula, array or whatever is needed to return the results I am looking for.

I have attached a sample workbook to this message that contains two worksheets. The "Sample Database" is an example of the format of the database (in Excel format) that I will be looking against. This data may be a hundred columns wide, and thousands of rows long.

The "Vendor Reference" worksheet shows an example of the data that would be returned if the "perfect" formula were entered into the cells. (I'll explain what I mean by "perfect" in a moment.) It also has an area designated for testing formulas to see what is returned. It's blank, because none of my tests returned anything but errors.

You will notice the column headings on the "Sample Database" worksheet. Columns A and B will always contain the part number and product description. The remaining columns will contain vendor specific data, with perhaps 25 different vendors, and 3 columns per vendor. These columns would be "PV", (for Primary Vendor), the vendor number, (010299, for example), and the Vend Part#.

If there is an asterisk, "*", under the "PV" column for that vendor, that means they are the "Primary" vendor. The cost from that vendor is listed under each vendor number. There may be instances where 2 different vendors are listed as primary. If that's the case, the formula can simply return the FIRST one found.

Here's what the "perfect" formula would return: .....

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Copy / Paste As Relationship Table

Feb 20, 2013

How to copy paste data as a relationship table.

In attached workbook...when user will click on "Relate" button on "rawdata" sheet....then data should be visible in same form as showing in "relate" sheet...


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Nov 15, 2008

I want to bring in text files that result in a single column and then want to be able to align equal text in the column next to each other. I used to be able to do some moderate programming in FoxPro and used a transaction that was called set relationship to field+field, etc.

If there is no equal text in either of the other columns then I have tried to set it to a column by itself. Of course this comes data comes in all in one column with no spaces. I have searched the help files and the net and just can't find a way to do this. I'm thinking this might be attuned to Access more than Excel but I am not proficient in this. Right now I am doing a cut and paste to make this work but some of the imported text have upwards of 800 lines.

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Mar 5, 2009

I have one worksheet with 238 rows and another with 163 rows. I want to pull information into the sheet with 238 rows whenever there is a match to a record in the 163 rows. I tried VLookup, but as soon as it gets to a record in the 238 that doesn't exist in the 163 it gives errrors and stops. I've looked at =offset and =offset(match) but I'm not finding anything that deals with the situation of not always being a one-to-one (or even one-to many) relationship. Ultimately I want to pull the Category & Project fields into the records matching on IDNumb in Sheet 1 but Sheet 1 has more records than Sheet2. example......

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Aug 8, 2013

I am collecting data the temperature of an animal, i am also collecting ambient temperature at the same time when i plot the two data sets there is an 89% Correlation so i know the animal temperature is affected by the ambient temperature. i want to be able to take this influence of ambient temperature out of the recorded temperature. I dont think its a linear relationship

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Jul 19, 2014

I have the following table and i need to be able to present it an indented list of parent child relationship. The hierarchy can go 1000+ levels deep. How do i achieve this using VBA?



[Code] .........

If there is a better way of presenting it, it isn't limited to an indented list.

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May 31, 2006

I have a excel file which contains Regions Cities and Suburbs in a single sheet. What I need is Regions, cities and suburbs in seperate sheets. Also each must have (except for Region) a unique ID (starting from 1) Name and then the ParentID.

RegionID Region - for region
CityID City RegionID - for City
SuburbID Suburb CityID - for suburbs.

I have attached a sample file for your consideration.

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Assigning Accounts Using VLOOKUP?

Aug 30, 2012

I have two spreadsheets, one named Tracker, the second named Data. Data is a central database spreadsheet with account #s and Tracker pulls information from it. A team is assigned an account based on the last two #s of the account #, called term digits.

Goal: A VLOOKUP to where if a column equals the term digit range (example, any accounts ending in 00 to 09), it will pull the account # from Data to Tracker.

That part is easy, the tricky part I'm having issues with is that I need it to do the search mentioned above AND search for account #s that end in 60.

So: search for 00 to 09 and 60, pull the account # from Data to Tracker once found.

Edit: Term Digit is on column B and the account # is on column A - both in the Data spreadsheet

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Mar 12, 2014

I have a table (called 'tblFuels' on worksheet"Fuel Data") which contains Fuel Names in column A, I have named the range 'FuelNames', there are several properties for each fuel in columns B to V.

On a separate sheet i have a dropdown box which is populated by 'FuelNames'. When a fuel is selected from this dropdown list, and a button pressed, i would like the corresponding row to be copied and pasted in to a third sheet for use in calculations etc.

The internet has given me several ways of doing something like this and I've given this one a crack, it just doesn't work.

Sub Find_CopyRows()

For i = 4 To Worksheets("Fuel Data").Range("A64000").End(xlUp).Row
'("InputFuelSel") is the 'range name' of one cell which contains a dropdown list of all the fuels found in column A

[Code] ......

Fuels Spreadsheet.xlsm

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Feb 7, 2008

I have an excel file (see sample attached) with a hierarchy with parents and children spread across different columns and rows. However, I am trying to condense it into one column with parents and one column with children. The only way I've been able to do this is by copying and pasting parents onto children rows, which is both a manual and time-consuming process (when you have a lot of rows). I feel like there must be a way to use VBA or a formula or something to get it to work. I have attached a sample, so you can see what I am trying to do (current data and desired data).

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May 30, 2008

I'm an experienced Excel user working with very large Excel files that contain many sheets with thousands of formulas referencing various cells on different worksheets. I've been searching for an advanced solution for Excel and I am actually having doubts as to whether it actually exists on the market. (If it doesn't take this idea for free!)

I need a program that could generate a visual map that displays different cells and the links among them. For example, such maps are used in social networking to show connections among people - an example here.

In the end I would have a similar map and it would show me which worksheets are more or less isolated (i.e. don't reference directly any other cells).

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Oct 1, 2009

I've got a pretty large budget spreadsheet my department has used for about 5 years now. I want to add multiple totals for different accounts per sheet, however my problem is when I or someone else adds a row at the bottom(above the totals) it is not added into the calculation. I'm using simple formulas right now to total sums and also show remaing money in budget.

For example:

Cell F117 is the total amount spent "=SUM(F112:F116)"
Cell G117 is my budget total, just a number
Cell H117 is the difference "=SUM(G117-F117)"

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Jan 22, 2010

I’ve thought up a workbook with four sheets named “Employees Summary”, “EMP001”, “EMP002”, “EMP003” and a number of customer account sheets. Customer account sheets are named by their account numbers.

Now for the hard part. I will have three employees. All of us will have to login to the workbook with a username and password. Usernames would be. Administrator, EMP001, EMP002, EMP003. You should be able to change your password at any time.

All sheets will be visible to the administrator. Employees will only be able to see their respective “EMP” sheet and "Employee Summary" sheet. the rest is hidden. And the really hard part Every employee will enter all their transactions for the day into their respective sheets....

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Feb 27, 2013

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Nov 13, 2006

I have a report that I ran that gives me all the customer we have. Unfortunately, my system gives me a separate line item for any thing that my be different within the account like the account has multiple services. I need a way through excel or vba to take these multiple rows of the same acct # and site # and combine it into one line. Each account and site could have multiple services so I would need each consecutive service to be moved to last empty cell of the first such account.

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Oct 3, 2007

I have a spreadsheet that's full of Accounts Receivable data, ie customer name, invoice number, amount due, etc.

Problem is that there are hundreds of customers mixed together. I'd like to split this spreadsheet into a sheet for each customer so that I can send the individual pages out as statements.

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Jul 5, 2011

Is it possible to find the minimum distance between two points using two separate lists of different lengths without creating separate columns of equal row sizes

? I am trying to find the shortest distance form one point to another which is a fixed value. I am using the standard distance formula: =SQRT(((X2-X1)^2)+((Y2-Y1)^2)+((Z2-Z1)^2)).

My X1,Y1, Z1, has 2,000 rows in three columns that need to be compared to find the minimum distance from my one row/column of X2,Y2,Z2.

Is there a command that could go through and use each row of the X1, Y1, Z1, while looking for the MIN of the above formula without having to create an equal amount of rows for the X2, Y2, Z2?

I know I could do it by running this out the long way and then finding the min after I do all the math but I am wondering if there is an automated way for Excel to go through and do the forumla and then only return the MIN value?

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Mar 20, 2014

I am assessing the impact of product price increases on volume (qty) and sales (£/$).

The prices are changed sporadically and at no set intervals. For example pries were changed on the 15th Jan and 13th Feb this year.

We have set reporting dates (calender months) so i am hoping to be able to divide the report which shows sales & qty's during the 15th Jan - 13th Feb segment and apportion them to the correct months.

I have the start & end dates of the calender months in cells A4:B18 and each time a new report is run (ie 15th Jan or 13th Feb, these dates go across the top i.e. cell C3 = 15th jan & D3 = 13th Feb.

I would like to return a % in cell C4 which relates to the amount of total days in the segment that relate to Jan (ie. 29 days in the segment, 16 relate to Jan so 55.2%).

Cell C5 would then return a % which relates to the amount of total days in the segment that relate to Feb (29 days in the segment, 13 relate to Feb so 44.8%).

Cells D4&D5 would return the next reporting segment and how many days in Jan/Feb respectively (the answer will be 0 but a constant formula acrosss all would be perfect. tried to give as much info as poss.

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Oct 8, 2006

I have been working for three straight days (and nights!) to accomplish something that is very simple in other languages, but I can't make it work in VB

Column X has, with spaces between 4 possible contents:

St1 St3
3Q today
FM today
1Q today
NM today
3Q today

and so on for 1500 rows.

I can write this in Lotus in about 2 minutes, but VB has me stumped. I hope someone can put me on the corrrect path.

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Jan 22, 2008

I am looking to select two values from a range based upon their relationship to the maximum value. In this specific case I am trying to calculate the Quality factor based upon the frequency response of a transducer. So I need to identify the Maximum impedance and its corresponding frequency. I also need to identify the 3db points either side of the maximum impedance.

The 3db points are found at 2/3rds of the maximum value of the impedance (Impedance Mag in attached spreadsheet). Calculating the first 3db point isn't overly difficult as I just calculate the value for the 3db point and use the MATCH function to find the closest Impedance value and then work out the corresponding frequency from that. I am stumped as to how to calculate the second 3db point (above the Max impedance value). I have attached a spreadsheet with frequency information in column A, the other columns are used to derive the values found in columns M (Impedance Mag) and N.

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Feb 18, 2014

I'm looking to count the number of customer accounts in a report based on the branch number. I generally need to know, how many accounts has been opened per each branch without double counting the same account number (as it happens that the report may have duplicate number.

finally I need to know the sub total showing the total per branch and subtotal of all branches together.

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Dec 28, 2008

I'm trying to set up automated posting from journal entries to ledger accounts.

What it boils down to is having XL match account numbers, from a 'Post Reference' column in a journal, with the corresponding ledger accounts (carrying the same respective account numbers) on another worksheet.

Then the transaction from the journal needs to be added to the identified ledger accounts in a sort of 'below-the-last-entry' manner.

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Feb 4, 2009

following calculation that someone created for me.


My problem is that I have some customer account numbers that are alpha/numeric (1B0012) and some that are just numeric (1675) . The above formula does not pick up the numeric accounts correctly.

Is there something that I need to add/remove from this formula so that it will pick up both? or is it a format issue?

I have attached an example of the spreadsheet with this problem. If you select either of the alpha numeric codes it works, but if you select the numeric code it doesn't.

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Oct 23, 2008

I run reports from Accounting systems that reflect different periods. Of course each period ends up having more or less accounts. See the attached file. This is just one little sample of big massive reports. I need to line up accounts across each Quarter. so that i can calculate differences between each quarter.

In the past few times, I have done this manually. There has got to be a way to do this quicker. I have tried Pivot table. but pivot table didn't help either (unless i was not doing it right).

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