data lookup
1 Topic
Looking up data/keyword and then adding it together as a summary value
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 ID Customer Value Month QTR Stage Opportunity 1 Customer 1 £ 10,000.00 Mar-19 1 Pipeline Opportunity 2 Customer 2 £ 20,000.00 Jun-19 2 Solution Dev Opportunity 3 Customer 3 £ 30,000.00 Sep-19 3 Legal Opportunity 4 Customer 1 £ 40,000.00 Jan-19 1 Pipeline Opportunity 5 Customer 2 £ 50,000.00 Feb-19 1 Solution Dev Opportunity 6 Customer 3 £ 60,000.00 Apr-19 2 Legal 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, ColSolved1.2KViews0likes2Comments