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Audit Tracking Spreadsheet

  1. #1
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    Audit Tracking Spreadsheet

    Hello,

    Despite my very limited knowledge of Excel, this website has helped me figure out how to make some pretty complicated formulas. I've spent more than a few hours with this one and I'm getting nowhere. Hopefully someone can help.

    These screenshots are from my home computer where I have Excel 2013. The formula I'm trying to figure out is for work and we use Excel 2002. Any suggestions should be for Excel 2002 please.

    This spreadsheet is used to track zone audits by day and by zone. Sheet 1 is the daily tracking and Sheet 2 tracks our progress for each zone. This example is a very basic version of what we actually use. What I'm trying to accomplish is in Column D on Sheet 2, I'd like to create a formula which takes the dates in Columns A and B, finds the rows on Sheet 1 that are between those two dates, checks that the "class" (column D on Sheet 1) is "1a" and then adds the values in Sheet 1, Column C that correspond to the dates in Column A. For instance: the formula in D2 on Sheet 2 should check that the date Column A on Sheet 1 is between A2 (1-Jan) and B2 (1-Jan) on Sheet 2, then check that Column D on Sheet 1 is "1a" and then calculate the value in Column C on Sheet 1 which matches to give a result of 0.25.

    Another example: Sheet 2, D6 would add Sheet 1's C4 + C6 + C7 because they are between Jan 3 and Jan 5 and also contain "1a." The result would be .5 + 0 + .33 = .83.

    I hope all of that makes some sort of sense. I keep running into problems with >= for dates. I really appreciate any help that can be offered.

    Sheet 1.jpg

    sheet 2.jpg

  2. #2
    Forum Expert Pepe Le Mokko's Avatar
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    Re: Audit Tracking Spreadsheet

    Attach a sample workbook. Make sure there is just enough data to make it clear what is needed. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are demonstrated, mock them up manually if needed. Remember to desensitize the data.

    Click on GO ADVANCED and use the paperclip icon to open the upload window.

    View Pic

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    Re: Audit Tracking Spreadsheet

    Thanks Pepe. Hopefully this helps...

    The attached workbook is using Word 2013 however I'm using Word 2002 at work. Thanks again!
    Attached Files Attached Files

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    Re: Audit Tracking Spreadsheet

    =SUMIFS(Sheet1!C:C,Sheet1!A:A,">="&'Sheet2 - BEFORE'!A2,Sheet1!A:A,"<="&'Sheet2 - BEFORE'!B2,Sheet1!D:D,"1a")

    put in D2 of Sheet2 - BEFORE and copy down

  5. #5
    Forum Expert Pepe Le Mokko's Avatar
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    Re: Audit Tracking Spreadsheet

    Does the attached help ( see sheet 2 yellow zone). ?
    The formula is an array formula that should be committed with Ctrl+Shift+Enter

    @Brendan : The OP has stated using XL2002, for which SUMIFS was not available
    Attached Files Attached Files

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    Re: Audit Tracking Spreadsheet

    Thanks both of you for your responses, I really appreciate it.

    Pepe, that looks like it should work. I'll try it tomorrow morning. Thanks a million!

  7. #7
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    Re: Audit Tracking Spreadsheet

    Based on your last post in this thread, its apparent that you are satisfied with the solution(s) you've received and have solved your question, but you haven't marked your thread as "SOLVED". I will do it for you this time.

    In future, to mark your thread as Solved, you can do the following -
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    Also, since you are relatively new to the forum, i would like to inform you that you can thank those who have helped you by clicking the small star icon located in the lower left corner of the post which helped you. This adds to the reputation of the person who has taken the time to help you.
    If I have helped, Don't forget to add to my reputation (click on the star below the post)
    Don't forget to mark threads as "Solved" (Thread Tools->Mark thread as Solved)
    Use code tags when posting your VBA code: [code] Your code here [/code]

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    Re: Audit Tracking Spreadsheet

    Quote Originally Posted by arlu1201 View Post
    Based on your last post in this thread, its apparent that you are satisfied with the solution(s) you've received and have solved your question, but you haven't marked your thread as "SOLVED". I will do it for you this time.

    In future, to mark your thread as Solved, you can do the following -
    Select Thread Tools-> Mark thread as Solved.

    Incase your issue is not solved, you can undo it as follows -
    Select Thread Tools-> Mark thread as Unsolved.

    Also, since you are relatively new to the forum, i would like to inform you that you can thank those who have helped you by clicking the small star icon located in the lower left corner of the post which helped you. This adds to the reputation of the person who has taken the time to help you.

    Hi. I was going to mark it "SOLVED" after I tested it. Thank you!

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