Hello!
I feel like I'm close to a solution, but I can't seem to figure out an efficient solve to this. I feel that an INDEX solution may be needed, but I'm not very well-versed in INDEXes. I don't think vlookup will be helpful here either, since this only pulls the first match.
What I'm looking to do is create a formula that exists on tab A (not shown) that works as a helper column next to raw data, that says "when employee matches column 1 and date falls between the dates in the attached table (columns 3 & 4), pull across the team name from column 2.
To put more in context, we have sales teams where the employees transition teams every so often.
However, we want to make sure we are assigning "credit" for sales metrics achieved by employees fairly.
For example, if an employee just transitioned from team Thompson to team Holbrook, we want to make sure the sales metrics achieved prior to this transition are credited to team Thompson. This will be handled by assigning the correct "Team" when a metric date falls between the date range, which is essentially the dates that the employee was a part of that team.
I'm happy to provide more details if needed.
Thanks ahead of time!
Chris
tableexample.png
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