Import data between sheets based on date of trade

[Ron147]

Hi,

I hope this post makes enough sense to get the right help.

I am fairly new to excel and am a little confused about how to go about dealing with this but I would like to import data between sheets based on the 'Net Comms' and the 'Trade Date'.

I would like to have the 'Net Comms' allocated to the correct 'Account Name' and date based on the 'Trade Date'.

The months are split into the 4/5 weeks in that month so that is what the "1, 2, 3, 4, 5" mean.

I have added an example within the attachment of what I am trying to achieve.

Thanks for any help provided!

Commission Tracker.xlsx

[JeteMc]

Hello Ron147 and Welcome to Excel Forum.
Try pasting the following into cell D16 on Sheet1 and then drag the fill handle down and across:

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Let us know if you have any questions.

[oeldere]

Another solution.

J4 =WEEKNUMBER([@[Trade Date]])



After that a pivot table.

Insert => pivot table.


See the attached file.