pulling data from one chart to another

jb00976

New Member
Joined
Oct 23, 2017
Messages
26
I have a list with similar content to this:

Abacus No.
Client Name
CRM IDAuth. DateAccept. DateNet New MoneyPart.After Sales SplitAcquisition/Repeat
#$%#$
01234567ABC Co12345629/03/201902/04/201911500001001150000Acquisition
02345678DEF Co23456724/04/201925/04/201911450001001145000Repeat
03456789GHI Co34567829/04/201902/05/20191895000500.5447500
Referral

<colgroup><col style="mso-width-source:userset;mso-width-alt:2616;width:55pt" width="74"> <col style="mso-width-source:userset;mso-width-alt:3669;width:77pt" width="103"> <col style="mso-width-source:userset;mso-width-alt:1820;width:38pt" width="51"> <col style="mso-width-source:userset;mso-width-alt:2702;width:57pt" width="76"> <col style="mso-width-source:userset;mso-width-alt:2929;width:62pt" width="82"> <col style="mso-width-source:userset;mso-width-alt:1820;width:38pt" width="51"> <col style="mso-width-source:userset;mso-width-alt:3100;width:65pt" width="87"> <col style="mso-width-source:userset;mso-width-alt:1393;width:29pt" width="39"> <col style="mso-width-source:userset;mso-width-alt:2019;width:43pt" width="57"> <col style="mso-width-source:userset;mso-width-alt:2730;width:58pt" width="77"> <col style="mso-width-source:userset;mso-width-alt:4124;width:87pt" width="116"> </colgroup><tbody>
</tbody>

it is located in columns B to L, and the data (after header/titles) starts in row 104 and goes to 1000.

I have another chart that looks like this:

Client Name
$
Part. %

<tbody>
</tbody>

it is located in columns B to D and the data (after headers/titles) starts in row 56.

I want the second chart to be filled in with information from the first under the following conditions:
-if the last column is "Acquisition" and Net New Money $ is >100,000 then fill in chart 2 with the following information from chart 1: the Client Name, $ (Net New Money $) and Part. %
-if the last column is "Repeat" nothing should be done
-if the last column is "Referral" then fill in Chart 2 column "Client Name" from Chart 2 and then put 0 under the "$" column and 100 under "Part. %"

I know how to use if statements to get this info on one line but, I am not sure how to make a full list in Chart 2 from only certain information in Chart 1. Any help you can provide would be appreciated.

Thank you
 

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jb00976

New Member
Joined
Oct 23, 2017
Messages
26
One more wrench to add to this:
-if there is more than one line in Chart 1 for the same client I need only one entry with the "New Money $" added together in one line on Chart 2
 

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