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Looking up data/keyword and then adding it together as a summary value

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ChambersCol
New Contributor

Dear all,

 

I've got absolutely no idea where to start with this so I thought I'd come here and ask the gurus!

 

So I have a sheet full of sales forecasting data that I want to be able to lookup a sales forecasting stage such as Pipeline, Development, Legal, Close etc and then go through the data, pull out all the Pipeline opportunity values by QTR and add them together in a summary:

 

Opportunity IDCustomerValueMonthQTRStage
Opportunity 1Customer 1 £  10,000.00Mar-191Pipeline
Opportunity 2Customer 2 £  20,000.00Jun-192Solution Dev
Opportunity 3Customer 3 £  30,000.00Sep-193Legal
Opportunity 4Customer 1 £  40,000.00Jan-191Pipeline
Opportunity 5Customer 2 £  50,000.00Feb-191Solution Dev
Opportunity 6Customer 3 £  60,000.00Apr-192Legal

 

Q1 Pipeline = xxxx

Q1 Sol Dev = xxxx

Q1 Legal = xxxx

Q1 Close = xxx

Q2 Pipeline = xxx

Etc...

 

I'm thinking it might be a VLOOKUP but honestly I have no idea! 

 

Any help is appreciated! Thank you in advance,

 

Col

2 Replies

Sergei,

 

Perfect!!! Thank you :)

 

Regards,

 

Col

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