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I am building a basic CRM spreadsheet in Excel.
We have over 3,000 customers.
The customers are split out into areas of the UK and Ireland.
The customer service team will complete all the fields in the "Data" tab when a customer calls.
I would like the "Dashboard" tab to then display the account numbers separated into its designated geographical Area and under an Incident category of either "Enquiry", "Complaint" or "Praise", which will all be sourced from the "Data" tab.
I am currently using INDEX, SMALL, IF and ROW functions in an ARRAY formula to achieve this, however, I am having difficulties including the AND function to determine both the Area and the Incident type.
Additionally, the formula I'm using doesn't appear to be Indexing correctly for the "Complaint" and "Praise" columns.
I am an average user and found these formulas by looking on YouTube etc and built to my spec by trying to understand the logic used in the online videos. I have likely misunderstood the logic somewhere, but cannot see where.
All and any help is much appreciated.
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