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Lookin up stuff

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    Lookin up stuff

    This one's kinda complex, so bare with me.

    On sheet2 I have a roster of people, included in this data is who referred them.
    On sheet3 I have a list of transactions with date, name and amount.

    On sheet1 I want to select from a list of all the people on sheet2 and have it tell me how much the people they referred made within a given time range.

    Right now it's kicking me in the shorts. It's easy enough to use SUMIF to look up however much the person I selected made, but that's not what I need. I need the sum of all the transactions with names who have the original person's name in their referral field.

    What further complicates matters is that it's not one name. Each roster entry has 3 names, and the transactions need to be able to be under any of them.

    Anyone up to the challenge here?
    Last edited by dcolodny; 06-01-2013 at 07:21 PM.

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    Re: Lookin up stuff

    Hi and welcome to the forum

    I am having a hard time visualising your data. I understand what you want ( I think). Take a look at using sumifS()...note the S. It works teh same as umif() but allows for more criteria

    If you still have a problem, i would suggest you upload a sample work book, (all sensitive data removed), showing what data you are working with, a few examples of what your expected outcome is, and how you arrived at that
    To attach a file to your post,
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    Regards
    Ford

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    Re: Lookin up stuff

    Ok, here's a stripped file. I also added 2 comments on the "Face" sheet.

    I looked at the syntax for the SUMIFS function, and it uses a single criteria for each of multiple ranges, which is a bit different than I can collect.
    Attached Files Attached Files

  4. #4
    Administrator FDibbins's Avatar
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    Re: Lookin up stuff

    Thanks for the file. I see the data, but I dont see any examples of what your expected outcome is?

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    Re: Lookin up stuff

    Sorry, I had Dana in there, replace him with Brutalis

    Because Brutalis recruited Dana and Jane, and Killer really is Jane, it should return the sum of all the transactions belonging to any of those names (Dana, Jane OR Killer) within the given date range. Because there's no transactions for Killer or Jane, and only one of the transactions belonging to Dana falls within the date range, Face!H2 should return $200,000.00
    Last edited by dcolodny; 06-01-2013 at 09:05 PM.

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    Re: Lookin up stuff

    Does this get you what you are looking for? I'm sure someone else could come up with a better method, though.
    HAII.xlsx

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    Re: Lookin up stuff

    Not quite. That gets all the transactions from Brutalis. I need the transactions from all the people Brutalis has referred.

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    Re: Lookin up stuff

    It should only be calculating the people he referred. Notice the new column I added to sheet three. This column sums the total of all people referred within the date specified on the first tab. The first sheet then sums all the totals of this new sheet three column where brutalist is the one doing the referring.

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    Re: Lookin up stuff

    WOOT!

    It isn't a solution I can use recursively, but it WORKS!

    TYTYTYTYTYTYTY

    It has been kicking my *** all day!

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    Re: Lookin up stuff

    If your worried about being able to copy the new Tab three column down automatically when you add a new person to the list I can think of two solutions. 1) turn it into a table in excel. I think 2007 started tables though I know they were limited in functionality. 2) See my attached solution. this sheet would assume you do not foresee having more than 399 referees.

    HAII.xlsx

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