Formula to sort rows automatically

[jamesjhhill]

Hi Guys, i really hope you can help me.

I am trying to create a sales spreadsheet to record what each of our salespeople have sold (i've attached what i've done so far - which isnt very much).

As you can see the salespeople insert what 'Reneweal Customers' they have sold and what 'New Business' customers they have sold. I have already combined this information on the 'Data' sheet.

I would like the 'Summary Sheet' to display the relevenat informaiton for all of the customers sold (both new and renewal business) but in date order.

I hope this makes sense and would apreciate ANY help.

[Cheeky Charlie]

I would recommend a pivot table referencing a dynamic named range (assuming your source data is going to grow).

More usefully though, if you could get your salespeople to add their renewals and nbs to the same sheet, with an extra column to indicate renewal or nb then you wouldn't have to mess about sticking it together at all.

[jamesjhhill]

Thanks for your speedy reply.

It would make a great deal of sense for them to use the same sheet but for practical internal issues we have to sepearte New and Renewal custom out.

I was able to sort the date into a list using the SMALL/LARGE function to sort the dates automatically and then tried to use a VLOOKUP against the date. This doesnt work because sometimes there are more than one customer sold on the same date.

I have never used Pivot tabeles before so would prefer some sort of formula even if it is a bit long winded.

Thanks again

[Cheeky Charlie]

Learning pivot tables would be easier than the requisite formula. I'll explain a pivot table solution if it's not going to be a waste of my time.

[jamesjhhill]

It certainly wouldnt be a waste of your time - I would appreciate help in creating ANY solution that you think might get me the best result.