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Vlookup to pull in sales data based on the month sales begins

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    Vlookup to pull in sales data based on the month sales begins

    Hello,

    I have two sheets of data (spreadsheet attached). The first sheet has monthly sales data by account, but does not take into account the starting month of each account - it just knows what the sequential sales will be month on month.

    The second tab shows how many accounts come on board each month.

    Is there a way to use VLookup, to interrogate the first sheet for the sales data, and add it to the second sheet so that the revenue is captured for each account, commencing from the month the account becomes revenue generating? Each account becomes revenue generating in the order they are listed.

    Any help would be greatly appreciated.

    Many thanks!
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    Last edited by adam_d_john; 06-12-2017 at 02:38 AM. Reason: Uploaded a new excel with the desired state in green

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    Re: Vlookup to pull in sales data based on the month sales begins

    What would some expected answers look like?

    This basic INDEX/MATCH will find the Acc and Month, and return where they meet. Note, it will only match the EXACT month name from each table
    =INDEX('Sales Data_No Start Date'!$B:$AK,MATCH('Sales Data_With Start Date'!$A5,'Sales Data_No Start Date'!$A:$A,0),MATCH('Sales Data_With Start Date'!C$1,'Sales Data_No Start Date'!$B$1:$AK$1,0))
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    Re: Vlookup to pull in sales data based on the month sales begins

    Hi adam,

    Your requirement is not clear can show the desired results in separate color for understanding please enter data manually

    Punnam

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    Re: Vlookup to pull in sales data based on the month sales begins

    So.... do you mean that the blank sheet should look exactly like the completed one, except that the non-blank dta all start in month 1.... As they're all the same and you have shown no expected results, it's not a very helpful sample!!!
    Glenn




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    Re: Vlookup to pull in sales data based on the month sales begins

    So, I guess all 3 of us are asking for sample answers?

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    Re: Vlookup to pull in sales data based on the month sales begins

    Hi Punnam,

    I have re-attached the spreadsheet (Excel Formula Problem_2) with the desired result (written in green text) on the second sheet.

    I would like to get to this result using a formula if possible as I may need to change the onboarding month of each account in the future.

    I hope this has added some clarity.

    Thanks for any help you can provide.

    - A

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    Re: Vlookup to pull in sales data based on the month sales begins

    Hi Ford - I have attached a second excel with the desired state in green on the second tad. I am trying to do this using a formula.

    Many thanks,
    A

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    Re: Vlookup to pull in sales data based on the month sales begins

    Hi Glenn -- sorry, not a great description of the problem.

    I have attached a second spreadsheet, that shows what I am trying to get to using a formula -- data in green on the second tab.

    Thx,
    A

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    Re: Vlookup to pull in sales data based on the month sales begins

    How do you get acct 2 for mth 2 to be 0 when the data sheet shows 135?

    Or any of the later months, for that matter

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    Re: Vlookup to pull in sales data based on the month sales begins

    Is this what you want? In C5, copied across and down

    =IF(ROWS(C$5:C5)<=C$3,INDEX('Sales Data_No Start Date'!$B4:$Z4,,SUMPRODUCT(--(LEN($B5:B5)>0))+1),"")

    IF YOU INTEND to have data in column B of the results sheet, delete the +1 shown in red
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    Re: Vlookup to pull in sales data based on the month sales begins

    In C5, then drag across
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    Re: Vlookup to pull in sales data based on the month sales begins

    Hi FDibbins,

    Acct 2 comes on board in month 2 and the first month of sales is $0.

    Row 2 shows when a new account onboards.

    - A

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    Re: Vlookup to pull in sales data based on the month sales begins

    Hi. You have 2 possible solutions at Posts 10 & 11. Have you looked at EITHER of them yet????

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    Re: Vlookup to pull in sales data based on the month sales begins

    Quote Originally Posted by adam_d_john View Post
    Hi FDibbins,

    Acct 2 comes on board in month 2 and the first month of sales is $0.

    Row 2 shows when a new account onboards.

    - A
    So MTH1 on sheet 1 does not correspond/is not the same mth as on sheet2?

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    Re: Vlookup to pull in sales data based on the month sales begins

    No - the information on sheet 1 shows the sequential sales data for each account. When they come onboard is shown on sheet 2.

    The accounts then come onboard in sequential order - account 1; followed by account 2; followed by account 3 etc.

    The month in which they come onboard is shown on sheet 2 in row 2.

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    Re: Vlookup to pull in sales data based on the month sales begins

    Hi Glenn - I am traveling now, but will review this afternoon. Thanks so much to both of you for taking the time to help with this.

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    Re: Vlookup to pull in sales data based on the month sales begins

    Glenn / Ksirnivasamurphy,

    That has solved it for me. Thanks so much for your help with this. I would not have been able to figure that out on my own.

    All the best,
    A

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    Re: Vlookup to pull in sales data based on the month sales begins

    You're welcome and thanks for the rep.

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