Hi,
This might've been posted already, but I've been searching on ways to do this properly. I have a sheet containing a list of client name,the date they've been assigned, the type of account they have, the status of the account, and the last update date.
What I'm trying to accomplish is to extract the client name and the type of account on that table that shows as "complete" in status. However, it gets complicated since I need to separate the data that had been 'completed' under the same month, with those completed the other month.
For example, I have been assigned 2 clients this January. I closed one in the same month, and the other closed at February. The first client would be listed under the first table (Completed within the month) and the other would be on the second (Completed on previous months)
Since this would be monthly, I am thinking if it would be more efficient to include the table per sheet (as one sheet corresponds to a month), or consolidate everything to a single sheet... I'm not sure which one would be best.
Attached is the sample file... thanks so much for the help!
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