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Input summary info into a seperate sheet where multiple criteria are required

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    Input summary info into a seperate sheet where multiple criteria are required

    Hello. I'm hoping that someone can give me some guidance on this task. You will notice quickly that I am far from being an excel guru!

    I am trying to see the names of everyone meeting the following criteria in sheet 2 of the file attached:

    -1 or more wins
    -between $250,000 - $999,000
    -occured within the past 12 months of the file open date
    ->25% of combined entries for 1 sales person is in a status of Won/Lost/PursuedInReview/Submitted

    So in the sample file I've provided I notice when filtering on column B and column F that sales person 'john juniper' has two wins totaling $925,000 within the past year which means he qualifies for the summary report. This is what I'd like to see input into the 'achievers' sheet but all of my existing formulas are grabbing the individual rows for the people that qualify so I'm back to square 1. In my actual data I have thousands of rows of data so to see all of the rows for john in the next sheet isn't a hugh problem but I'd then have to filter it to get his sum. I'm hoping to use a formula to perform the arithematic and summarize this into 1 view without using a pivot table.


    Let's say column B has the status; column C has the deal submission date; column F has the sales owners name and column G has the revenue amount.
    Does anyone have any recommendations. I can't attach a file for some reason!

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    Forum Expert Fotis1991's Avatar
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    Re: Input summary info into a seperate sheet where multiple criteria are required

    Without a sample worksheet, i don't think that anyone is able to make a suggestion for your problem...
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    Re: Input summary info into a seperate sheet where multiple criteria are required

    Trying again....Here is the attachment!
    Attached Files Attached Files

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    Re: Input summary info into a seperate sheet where multiple criteria are required

    I am not able to understand which is the condition for adding 25000, in the result for
    "John Juniper"

    So i hope to be able to modify a little my formula in column H of your first sheet to get your result.
    Attached Files Attached Files

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    Re: Input summary info into a seperate sheet where multiple criteria are required

    Thank you so much for responding so quickly!! I really appreciate your help with this. I think this is pretty close to what I'm trying to accomplish. The "between $250,000 - $999,000" criteria in the post is for the combined amount vs. the individual amounts. So John actually has two wins that combine for $925,000. It's the $925,000 amount that I'd like to see in the next tab.

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    Forum Expert Fotis1991's Avatar
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    Re: Input summary info into a seperate sheet where multiple criteria are required

    So give a try to this one.
    Attached Files Attached Files

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    Re: Input summary info into a seperate sheet where multiple criteria are required

    Fortis. Thanks again for your assistance. This is great! In the 'achievers' tab I changed the $J references to $H references in the formula found in B2 to:

    SUMPRODUCT(('Raw Data'!$F$2:$F$31=Achievers!A2)*('Raw Data'!$H$2:$H$31=1)*('Raw Data'!$I$2:$I$31))

    I did this because I noticed that if I went back into the raw data and changed all of John's deals to 'won' it summed everything instead of just the items that fell into the range you outlined. Now, I have one last question on this... When I drag the formulas down to the 12th row on the 'achievers' tab, then go into the raw data and copy down 'won' for all entries (column B) and make all revenue entries '500000' (column G) is there a way to prevent it from showing John and others multiple times? Once I use this with live data I'll have no idea how many people among 5000 meet the criteria so I would like to not have the duplicates appear in the achievers tab.

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    Re: Input summary info into a seperate sheet where multiple criteria are required

    Can you show to me what you mean in the example sheet?

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    Re: Input summary info into a seperate sheet where multiple criteria are required

    I've attached the use case. Thank you.
    Attached Files Attached Files

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    Re: Input summary info into a seperate sheet where multiple criteria are required

    In A2 of your second sheet and copy down this ARRAY formula.

    =INDEX('Raw Data'!$F$2:$F$13,SMALL(IF(ISNA(MATCH('Raw Data'!$F$2:$F$13;$A$1:A1,0)),IF('Raw Data'!$H$2:$H$13=1,ROW('Raw Data'!$F$2:$F$13)-ROW('Raw Data'!$F$2)+1)),1))

    Use IFerror to get rid of #N/A values.

    =iferror(INDEX('Raw Data'!$F$2:$F$13,SMALL(IF(ISNA(MATCH('Raw Data'!$F$2:$F$13;$A$1:A1,0)),IF('Raw Data'!$H$2:$H$13=1,ROW('Raw Data'!$F$2:$F$13)-ROW('Raw Data'!$F$2)+1)),1)),"")

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    Re: Input summary info into a seperate sheet where multiple criteria are required

    Perfect! Thanks so much.

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