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  1. #1
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    Finding items based on criteria (2000, SR2)

    I have a worksheet to track prospects that includes columns for prospect name, salesperson, status, amount, and some other unimportant stuff. The salesperson and status cells contain combo boxes with their values coming from a 2nd sheet.

    My boss now wants me to add a "Totals" sheet, giving him a breakdown by salesperson that shows the prospect name, status, and amount. I'm not sure how to go about having Excel fill this list based on each salesperson's number. This is a rush (of course, he wants it tomorrow), so any help is greatly appreciated.

    Kyle <img src=/S/help.gif border=0 alt=help width=23 height=15>

  2. #2
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    Re: Finding items based on criteria (2000, SR2)

    Sounds like a pivot table could come to the rescue

  3. #3
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    Re: Finding items based on criteria (2000, SR2)

    Nine25suit

    OK OK I am thinking as fast as I can.

    One thing we need to look at is filtering. But are you going to use VBA or just Excel worksheet capabilities?

    The combo boxes are linked to the cell where they are, or what?

    If that is the case, you can sort by salesperson and then by status and you get a list, or some other filtering as long as you have the data in that worksheet.

    Maybe SubTotaling will be used as well, so I need to know if you have VBA on your mind or not.

    Wassim
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  4. #4
    Gold Lounger
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    Re: Finding items based on criteria (2000, SR2)

    bob's idea of a Pivot table would appear to be the best option, with the possible exception of the status field. is the Status a number code or text or what ?.

    If you have problems with pivot tables, could you post a workbook containing a sample of the source made up from dummy data, and perhaps we could create a suitable pivot or devise some other appropriate solution.

    Andrew C

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