Help please - looking for a formula

[don_maestro_33]

Hello Friends - I am hoping someone can help guide me to the end result
I am trying to accomplish. I am searching for a formula that will
count how many quotes and orders each person is completing on a daily
basis for a specific region.


Sheet one looks like this:
A B C D
Date Region Quote/Order Name
10/02/06 East Q Jane
10/02/06 West O Jane
10/02/06 West O Bill
10/02/06 West O Jane
10/03/06 West Q Jane
10/03/06 East O Bill


Sheet two looks like this:

Monday
Tuesday
A B C D
Name Quote Orders Region
Jane 1 1 West
Bill 1 0 West

In this example Jane processed one quote and one order on 10/02/06 for
the west region. Is there a formula that will calculate those qty's
from sheet one onto column B and C of the second sheet? My guess is I
am going to need two formula's: one for column B (Quotes) and one for
column C (Orders).

Your assistance is truly appreciated.

Regards,
Joe

 

[Harlan Grove]

(e-mail address removed) wrote...
....

I am trying to accomplish. I am searching for a formula that will
count how many quotes and orders each person is completing on a daily
basis for a specific region.

Sheet one looks like this:
A B C D
Date Region Quote/Order Name
10/02/06 East Q Jane
10/02/06 West O Jane
10/02/06 West O Bill
10/02/06 West O Jane
10/03/06 West Q Jane
10/03/06 East O Bill

Sheet two looks like this:

Monday ....
A B C D
Name Quote Orders Region
Jane 1 1 West
Bill 1 0 West

In this example Jane processed one quote and one order on 10/02/06 for
the west region. Is there a formula that will calculate those qty's
from sheet one onto column B and C of the second sheet? My guess is I
am going to need two formula's: one for column B (Quotes) and one for
column C (Orders).

Formulas for the values in the Quote and Order columns in the second
table are fairly simple. If your entire first table were named TBL and
your second table began in cell A1 of the other worksheet, try these
formulas.

B2 [Jane's West Quotes]:
=SUMPRODUCT(--(INDEX(TBL,0,4)=$A2),--(INDEX(TBL,0,1)=DATE(2006,10,2)),
--(INDEX(Tbl,0,2)=$D2),--(INDEX(Tbl,0,3)="Q"))

C2 [Jane's West Orders]:
=SUMPRODUCT(--(INDEX(TBL,0,4)=$A2),--(INDEX(TBL,0,1)=DATE(2006,10,2)),
--(INDEX(Tbl,0,2)=$D2),--(INDEX(Tbl,0,3)="O"))

The awkward bit here is using the relatively hardcoded DATE(2006,10,2)
for the date sought in Tbl. Otherwise these are straightforward
conditional sums using SUMPRODUCT.

 

[don_maestro_33]

Thank you for the formulas! However, I cannot get them to work (user
error I am certain). Considering the result I am getting is #name?
Any suggestions?

Regards,
Joe

 

[Harlan Grove]

(e-mail address removed) wrote...

Thank you for the formulas! However, I cannot get them to work (user
error I am certain). Considering the result I am getting is #name?
Any suggestions?

....

First suggestion, for follow-up questions respond to responses rather
than to your original posting.

Second, if you didn't name your first table TBL then replace the
instances of Tbl in my formulas with the range reference for your first
table.

 

[don_maestro_33]

Thank you for your time and willingness to help. However, I did change
my first table to TBL as instructed and the result returned was #name?

Do I need to include an exclamation after TBL?

 

[Harlan Grove]

(e-mail address removed) wrote...

Thank you for your time and willingness to help. However, I did change
my first table to TBL as instructed and the result returned was #name?

Do I need to include an exclamation after TBL?

....

By 'change my first table to TBL' do you mean you used the menu command
Insert > Name > Define to create the defined name TBL referring to the
range containing your first table?

Try this diagnostic: enter the following formula in an empty cell.

=COUNTA(TBL)

If that also returns #NAME?, then you haven't created the defined name
TBL. If that returns a numeric result, then please show the entire
formula you're trying to use that returns #NAME?.