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Update Amount after Match the Amount

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    Update Amount after Match the Amount

    Hi, I have a work sheet which there have 3 sheets. In Sheet1 i have filled all the required details. In Sheet 2 I have the Master Sheet & In Sheet 3 I have monthly target sheet. In Sheet 1 H column i need the data of Aug 14. First i have to check the designation of E column, if it is State Head or Zonal Manager there is no Target & it is mentioned NA, If it is branch manager then it will make sub total of the respective branch & will mention in H column. For ex. If the name of the Employee is B whose designations Branch Manger, then its Achieved target will be Rs.800000 which i have take total of D column- approval amount of August 14 sheet of Delhi branch. If the department is Credit & Operation & the Designation is not Branch Manger & Zonal Manager then the Achieved target should be checked by name wise in Aug 14 sheet of D column. For ex. If the employee name is C then its Achieved will be Rs. 850000 after make all the totals of C achieved & if it will E the amount will be Rs. 700000. If the Employee is not a branch manager & State head & Zonal manager & the name is not in the Aug 14 D column then it will mention just NA. I have attached file for your reference. Thanks.
    Attached Files Attached Files

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    Re: Update Amount after Match the Amount

    I got tired just reading this.

    Break up your sentences with white space.

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    Re: Update Amount after Match the Amount

    Sorry Sir.
    I have a work sheet which there have 3 sheets. In Sheet1 i have filled all the required details. In Sheet 2 I have the Master Sheet & In Sheet 3 I have monthly target sheet. In Sheet 1 "H" column i need the data of Aug 14 sheet. What result i need that mentioned in Sheet 1 in yellow colored cell.

    First to check the designation of Sheet 1 "E" column, if it is State Head or Zonal Manager there is no Target & it is mentioned NAin H" column, If it is branch manager then it will make sub total of the respective branch of Aug 14 sheet & will mention in H column.

    For ex. If the name of the Employee is B whose designation is Branch Manger, then its Achieved target will be Rs.800000(450000 + 350000) which i have taken total of D column- approval amount of August 14 sheet of Delhi branch.

    If the department is Credit & Operation & the Designation is not Branch Manger & Zonal Manager then the Achieved target should be checked by name wise in Aug 14 sheet of D column. For ex. If the employee name is C then its Achieved will be Rs. 850000 (150000+700000) after make all the totals of C achieved.

    If it will E the amount will be Rs. 700000. If the Employee is not a branch manager & State head & Zonal manager & the name is not in the Aug 14 "D" column then it will mention just NA. I have attached file for your reference.

    Last again i clarify what exact i need, if the department is Credit or Operation it will check employee wise totals and update in Sheet 1.
    Except all other employees it will check designation wise not department wise and take total of Branch wise not individual employee wise. Thanks.

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    Re: Update Amount after Match the Amount

    I dont follow your criteria completely, but maybe this will give you a start in the right direction?
    =IF(OR(E2="State Head",E2="Zone manager"),"",SUMIF('Aug 14'!$F$2:$F$11,C2,'Aug 14'!$D$2:$D$11))

    This works for sheet1 H2, H5 and H8. Maybe you can build the other rules in yourself, or explain them better?
    1. Use code tags for VBA. [code] Your Code [/code] (or use the # button)
    2. If your question is resolved, mark it SOLVED using the thread tools
    3. Click on the star if you think someone helped you

    Regards
    Ford

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    Re: Update Amount after Match the Amount

    Hi Mr. Dbinns,
    Thanks for your help. The code mentioned above 50% problem is solved. Some queries i think you cant understand. So again i have explained briefly.

    Point 1. If the person is a Branch Manger Designation wise then it will check the Total Branch Target not individual wise. If the Department is Business Development then also take the total Branch Target not individual.
    Point 2. If the Department will be Credit & Operation then to check Employee Name wise total but in some cases the Branch Manager’s Department comes under Credit & Operations. In this case we have to take Branch wise target not employee wise.
    I think you got my point what I actually need.
    I have attached revised sheet with Remarks for your reference. Thanks.
    Attached Files Attached Files

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    Re: Update Amount after Match the Amount

    Sir waiting for your response

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    Re: Update Amount after Match the Amount

    Hi Mr. Dbinns please help me out. Thanks.

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    Re: Update Amount after Match the Amount

    Hi, Till i am awaiting for your reply. Please share your idea to help me out.

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    Re: Update Amount after Match the Amount

    Ok Try this:-
    Attached Files Attached Files

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    Re: Update Amount after Match the Amount

    Thanks Mr. Mehmetik my problem solved by it. That what i exactly needed. Thanks again.

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