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Excell formula that autofills information

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  1. #1
    Registered User
    Join Date
    04-20-2006
    Posts
    3

    Excell formula that autofills information

    Hello Experts,

    I am attaching an excel file with what I would like to do and with what I think is 'half' of the formula.

    Basically I have certain agents that manage cases. I get the information of the cases each of the agents have and paste it in a tab on my file. Once this happens I would like to automatically fill in some columns and rows for each agent.
    For example in the RAW tab is where I paste the information, I would like excel to search for the agent in the D column and if it matches the agent in the tab, to search for the matching row in column A and then paste the case number in Tab John Column B Row 8, and so on.

    I hope this is clear, if not please let me know.

    Thanks a bunch !
    Attached Files Attached Files

  2. #2
    Registered User
    Join Date
    04-19-2006
    Posts
    42
    If each agent's information will remain consistent, you can use a VLOOKUP() on the agent's name. I would recommend putting the lookup table on its own, hidden sheet.

    hth

    Bruce

  3. #3
    Max
    Guest

    Re: Excell formula that autofills information

    Here's one play which automates it using non-array formulas ..

    A sample construct is available at:
    http://www.savefile.com/files/8145541
    CallCentre_AutoGet AgentCases into own sheets.xls

    In sheet: RAW (where the source data would be pasted),

    Assume data is expected within A7:E30,
    with the key col = col D (agent names)
    Cols A to C are: case, no contact, days open

    List the agent names in F6:J6 across: John, Peter, ...
    Put in F7: =IF($D7="","",IF($D7=F$6,ROW(),""))
    Copy F7 across to J7, fill down to say, J30
    to cover the max expected extent of data

    Click Insert > Name > Define
    Put under "Names in workbook:": WSN
    Put in the "Refers to:" box:
    =MID(CELL("Filename",INDIRECT("A1")),FIND("]",CELL("Filename",INDIRECT("A1")
    ))+1,32)
    Click OK

    (The above defines WSN as a name we can use to
    refer to the sheetname in formulas.
    It will auto-extract the sheetname implicitly.
    Technique came from a post by Harlan.)

    Then in a new sheet named: John
    With the same col headers pasted into A6:C6 (case, no contact, days open)

    Put in A7:
    =IF(ISERROR(SMALL(OFFSET(RAW!$E$7:$E$30,,MATCH(WSN,RAW!$F$6:$J$6,0)),ROW(A1)
    )),"",INDEX(RAW!A$7:A$30,MATCH(SMALL(OFFSET(RAW!$E$7:$E$30,,MATCH(WSN,RAW!$F
    $6:$J$6,0)),ROW(A1)),OFFSET(RAW!$E$7:$E$30,,MATCH(WSN,RAW!$F$6:$J$6,0)),0)))

    Copy A7 across to C7, fill down to say, C20
    (copy down by the smallest possible range sufficient
    to cover the max expected extent for any single agent.
    Here, I've assumed that 14 rows (rows 7 to 20) is sufficient.)

    Cols A to C will return only the lines for the agent: John from "RAW",
    with all lines neatly bunched at the top

    Then just make a copy of the sheet: John,
    rename it as, say: Peter
    and we'd get the results for agent: Peter

    Repeat the copy > rename sheet process
    to get the rest of the agent sheets (a one-time job)

    Adapt to suit ..

    To refresh the data in RAW, just clear A7:E30 (use Delete key), and then
    paste the new data in. Do not refresh by deleting the columns as this will
    foul up the formulas.
    --
    Max
    Singapore
    http://savefile.com/projects/236895
    xdemechanik
    ---
    "blitzz008" <[email protected]> wrote
    in message news:[email protected]...
    >
    > Hello Experts,
    >
    > I am attaching an excel file with what I would like to do and with what
    > I think is 'half' of the formula.
    >
    > Basically I have certain agents that manage cases. I get the
    > information of the cases each of the agents have and paste it in a tab
    > on my file. Once this happens I would like to automatically fill in
    > some columns and rows for each agent.
    > For example in the RAW tab is where I paste the information, I would
    > like excel to search for the agent in the D column and if it matches
    > the agent in the tab, to search for the matching row in column A and
    > then paste the case number in Tab John Column B Row 8, and so on.
    >
    > I hope this is clear, if not please let me know.
    >
    > Thanks a bunch !
    >
    >
    > +-------------------------------------------------------------------+
    > |Filename: example.zip |
    > |Download: http://www.excelforum.com/attachment.php?postid=4688 |
    > +-------------------------------------------------------------------+
    >
    > --
    > blitzz008
    > ------------------------------------------------------------------------
    > blitzz008's Profile:

    http://www.excelforum.com/member.php...o&userid=33693
    > View this thread: http://www.excelforum.com/showthread...hreadid=535681
    >




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