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Data Collation

  1. #1
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    Data Collation

    Hi folks,

    I'm not sure this is even possible but here goes - (please see attached file)
    This is chart to keep a record of business referrals between people.

    1. In the column 'from' is it possible to start typing a name in the cell and excel find matches for you to select from?

    2. Is it then possible for the chart further across to register in the appropriate cell that the referral has happened and to keep a running tally?

    Once I've learnt how to do this, if at all possible, I shall be back to learn even more.

    Andrew

    PS. Sorry but I'm really out of my (limited) depth on this.
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    Valued Forum Contributor ratcat's Avatar
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    Gday Andrew-Mark,

    Does the attachment help ??

    Just look at the results first, then start play around with the spreadsheet.

    Cheers
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    Thanks Rat-Cat,

    You've shown me how to do the most important part, and I can understand how you did it!!!

    For columns B & C is there a way for Excel to recognise what I'm typing and show all possible matches without typing all of the name?

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    OK, thanks to RatCat I am half way there.

    I would also like to find out who are the top and bottom referrers and referees are each month. I have tried lots of different lookup functions but none seem to do it. Can it be done and is it possible to list all names if it's a tie?

    Many thanks to all, I am learning stuff each time you help
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    Valued Forum Contributor ratcat's Avatar
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    Hi again,

    Give me half an hour to get back to my own computer. Kids bed time. After that I'll post some answers.

  6. #6
    Valued Forum Contributor ratcat's Avatar
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    G'day

    I think a table would be the way to go.

    I've inserted a macro to sort the ranking.
    You need to push on 'Referee' and 'Referrer' to sort.

    Please double check if I've got the referee and referrer right.

    Hope you like.
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    Sorry but it doesn't seem to work.

    It does something when I click on Referrer, but nothing happens when I do the same on Referree. In the table should they then be sorted in order?

    Could you explain in simple terms how you did it?

    Sorry,

    Andrew

  8. #8
    Valued Forum Contributor ratcat's Avatar
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    G'day Andrew,

    Sorry about the workbook.

    Reason. Just a simplied a typo

    Fixed and a new workbook attached.


    Could you explain in simple terms how you did it?
    When you sort something manually, well I recorded my actions through the macro.

    Then drew a box then right click and assign the macro to the box.

    HTH

    Edit: For other forum users. To find the Top & Bottom 3
    http://www.excelforum.com/showthread.php?p=1955884
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    Last edited by ratcat; 08-14-2008 at 03:10 AM.

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