Formula - Return information as records change

john_luczkowski

New Member
Joined
Dec 5, 2016
Messages
3
So - here's my scenario. Running reports on new hires in my company. Need to show their sales performance after 30,60,90 days. Unfortunately all i received was some crappy raw data. I'll give you and sample and then explain what I want.

ABCDEFGHIJKLMN
ID#Payroll DateLocationNameSales ##CallsSales %DivisionNew HireActiveStart Cycle30 Day60 Day90 Day
10011/21/16WashingtonTom Ford5010050%WestNY
10012/21/16OregonTom Ford7510075%WestNY
100203/21/16WashingtonFrank Thomas257533%WestYY3/21/16
100204/21/16WashingtonFrank Thomas3010030%West YY3/21/16
100205/21/16WashingtonFrank Thomas4010040%WestYY3/21/16
100206/21/16WashingtonFrank Thomas5010050%WestYY3/21/16

<tbody>
</tbody>


So that's what I'm dealing with above.

The file came with columns A through H.

I added in I manually. ? Question? - For future reference is there a way to do column I through a formula that would search for the person's id number, identify each instance of the id number, and then check the rows to see what the first date in B is? So if it wasn't 1/21 (or whatever date I want to add) if would say Yes (or Y) and then repeat for each row where that person was, then go down to the next id and repeat. The issue is each person doesn't have the same amount of rows b/c some are new hires, some don't last the whole year and leave, etc. So some people have 12 rows, others 5, some 1

Same thing for Column J - except it would be looking to see what the last entry is in column b for each id and if it's not 12/21/16 - then it comes up as N and Y if it is. I think maybe for both of these a VLOOKUP with a nested If formula

Big ask - for columns L, M, N - i want to pull their performance at 30, 60, and 90 days for new hires. So that would be the second pay cycle, the 3rd, and the 4th. Any thoughts on how to get that?
 

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Hi,

Try this and see if this helps you onwards:


Excel 2016 (Windows) 64 bit
ABCDEFGHIJKLMN
1Ref Date New Hire21-3-2016
2
3ID#Payroll DateLocationNameSales ##CallsSales %DivisionNew HireActiveStart Cycle30 Day60 Day90 Day
4100121-1-2016WashingtonTom Ford5010050%WestNY21-1-2016   
5100121-2-2016OregonTom Ford7510075%WestNY21-1-2016
6100221-3-2016WashingtonFrank Thomas257533%WestYY21-3-2016
7100221-4-2016WashingtonFrank Thomas3010030%WestYY21-3-201655
8100221-5-2016WashingtonFrank Thomas4010040%WestYY21-3-201695
9100221-6-2016WashingtonFrank Thomas5010050%WestYY21-3-2016145
Sheet1
Cell Formulas
RangeFormula
L4=IF((COUNTIFS($D$4:D4,D4,$I$4:I4,"Y")=2),SUMPRODUCT(($D$4:D4=D4)*($E$4:E4)),"")
M4=IF((COUNTIFS($D$4:D4,D4,$I$4:I4,"Y")=3),SUMPRODUCT(($D$4:D4=D4)*($E$4:E4)),"")
N4=IF((COUNTIFS($D$4:D4,D4,$I$4:I4,"Y")=4),SUMPRODUCT(($D$4:D4=D4)*($E$4:E4)),"")
I4{=IF(MIN(IF($D$4:$D$9=D4,$B$4:$B$9,""))=$C$1,"Y","N")}
K4{=MIN(IF($D$4:$D$9=D4,$B$4:$B$9,""))}
Press CTRL+SHIFT+ENTER to enter array formulas.
 
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