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Simplify / Count results based on a cell

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    Simplify / Count results based on a cell

    So I have two things that I just can't quite figure out.

    I have an excel sheet to keep track of customer calls for work and am having a hell of a time doing a formula for are results. So for keeping track of the "Principle $" field I'm using this formula. This one works but I was wondering if their was a way to simplify this further. This biggest complication is that fact that only the latest person to contact the customer gets credit for the calls.
    Formula: copy to clipboard
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    Second thing is I can not for the life of me figure out how to calculate the Recovered calls. As these ones as well only go to the latest person but aren't nice enough to be based on amounts and are just based on names if that makes sense.


    I know I could probably do this a LOT easier with VBA but the powers that be don't want it to include VBA.

    EDIT: Forgot to include pictures.

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    Last edited by Lurks; 05-25-2019 at 09:12 PM.

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    Re: Simplify / Count results based on a cell

    Welcome to the forum!

    Will you please attach a sample Excel workbook? We are not able to work with or manipulate a picture of one and nobody wants to have to recreate your data from scratch.

    1. Make sure that your sample data are REPRESENTATIVE of your real data. The use of unrepresentative data is very frustrating and can lead to long delays in reaching a solution.

    2. Make sure that your desired results are also shown (mock up the results manually).

    3. Make sure that all confidential data is removed or replaced with dummy data first (e.g. names, addresses, E-mails, etc.).

    4. Try to avoid using merged cells as they cause lots of problems.

    Unfortunately the attachment icon doesn't work at the moment, so to attach an Excel file you have to do the following: just before posting, scroll down to Go Advanced and then scroll down to Manage Attachments. Now follow the instructions at the top of that screen.

    Please pay particular attention to point 2 (above): without an idea of your intended outcomes, it is often very difficult to offer appropriate advice.
    Ali


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    Re: Simplify / Count results based on a cell

    Alright I did a mock excel sheet with results showing and the only merged cells shouldn't cause issues. And hopefully attachment should work.
    Attached Files Attached Files

  4. #4
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    Re: Simplify / Count results based on a cell

    I feel that this is an occasion where a "helper column" is appropriate.
    I put the helper in the notes columns of the 'Calls' sheet as the other columns were not available, however the helper may be moved (ex. column XFD) and/or hidden (ex. font color = fill color) for aesthetic purposes. The formula that populates the helper column is:
    Formula: copy to clipboard
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    The formula for 'Recovered' is: =COUNTIFS(Table8[[ Any relevent information to call]],K5,Calls!B$3:B$5000,"30/60 Days")
    The formula for 'Principle $' is: =SUMIFS(Table8[Principle Amount Borrowed],Table8[[ Any relevent information to call]],K5,Calls!B$3:B$5000,"30/60 Days")
    Let us know if you have any questions.
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