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USMC1114's avatar
USMC1114
Copper Contributor
Jul 22, 2021

2000 MDs and 3 Sales People - How Do I Search

Hello,

I hope you are all well.  I have a list of about 2000 MDs that I'm trying to get excel to search and return  the Sales person that is assigned to them.  It's one workbook, one sheet with the list of 1928 MDs, one sheet with 450 outstanding order entries with 183 different MDs.

 

In my mind, I would like to insert a formula in the Sales Rep cell that will search the MD list and find the Sales Rep that is assigned to them.  The cell then would show the Sales Rep.  I.e. Dr. Miller is assigned to Julie, so all orders for Dr. Miller will show Julie as the rep.

excel

2 Replies

  • Yea_So's avatar
    Yea_So
    Bronze Contributor
    Jul 22, 2021
    USMC1114



    index+match would be your go to formula. let us know if you need help. It would also help to create similar tables to your spreadsheet with dummy info and if you can share it that would speed things up.

    cheers
  • NikolinoDE's avatar
    NikolinoDE
    Platinum Contributor
    Jul 22, 2021

    USMC1114 

    You need categorization according to RACI

    The RACI matrix is also called RAM, which stands for “Responsibility Assignment Matrix”.

     

    You can make it to order, or purchase it in different sites like this one.

    Or there is someone who already has some preliminary work in this direction and can / would like to make it available to you.

     

    Here is an example Excel file with RACI matrix

     

     

    I would be happy to know if I could help.

     

    Nikolino

    I know I don't know anything (Socrates)

     

    * Kindly Mark and Vote any reply if it helps please, as it will be beneficial to more Community members reading here.