salesperson

  1. B

    VBA to create new tab based on each change in....

    Hello all- I have a VBA question. I have a large data set and want to create a new tab based on each change in salesperson. My data range is A3 to BN3000, with the headers in row 2. Salesperson is in column G, starting at G3. What I want to do is create a new tab at each change in...
  2. H

    sumif only filtered area

    Hi, i need to add only filtered area if criteria is met.... I am adding quantity of sales by salesperson. B2 is salesperson name H2 is the total quantity sold in filtered area. This is the cell i need calculated. C13 to C1000 is salesperson name D13 to D1000 is quantity sold for each sale...
  3. A

    Calculate contribution of Salesperson

    Dear, Every month I receive a sales sheet similar to the one attached below. To do a year to date sales sheet I manually copy the new sales sheet and paste it under the old sales sheet. Then I do a pivot table and some interactive charts I learnt recently. The challenge I am facing is...
  4. B

    Filter by Timer or countdown

    How can you make a filter automatically toggle every few minutes. I have a sheet with sales information for all salespeople. I would like it to filter by salesperson and change to the next salesperson every minute or two. Thanks
  5. Q

    Excluding Records from Query

    I have an Access Database Table for Sales which lists multiple records and the Salesperson associated. Example below: <tbody> Batch Salesperson Name Date Allocated 1234 Alan Smith 01/02/2019 1234 Ryan Fisher 25/02/2019 1234 Danny Franklin 22/12/2018 0987 Ryan Fisher 14/02/2019 3453...
  6. D

    Datedif with several entries

    Hi, I have been scratching my head for some time now trying to figure out how to layout my table structure. I have one table that gets data of sales imported from several databases manually but salesperson is a related key so now connected to a second table to track if the salesperson is a...
  7. T

    Display top salespeople per client

    Dear all, I have a file with some raw data where I have 3 columns: Client code / Salesperson / Sales (in $) I would like to find a way to display the top 3 salesperson for each Client code in another table, with 4 Columns: Client Code / Salesperson 1 / Salesperson 2 / Salesperson 3. I tried...
  8. A

    Lookup based on two criteria including data range - Power Pivot

    I have two tables TransactionsTable InvDate CustomerName SalespersonTable CustomerName SalesID SalesPerson EffectiveFrom The SalespersonTable has multiple records for the customer - the records are made unique by the SalesID EffectiveFrom columns Eg I want to create a column in the...
  9. G

    RANKX with TABLE VISUALIZATION fields from two different tables

    My table Visualization has the following values: Store ID, Type, Ranking, SalesTotal. I've added RankX formula to rank my data , it works fine... but.... SALES TOTAL = SUM(powerBI_data[Current]) Ranking = if(hasonevalue(powerBI_data [StoreID]),(RANKX(ALL(powerBI_data[StoreID]), [SALES...
  10. S

    Pivot Tables - can I move one field from Column Item and add it to Row Item?

    Is it possible to move only one field from the column items to row items in a pivot table? My columns are salesperson, store, and months of the year in the data range. It is grouping the salesperson into the columns at the end of the 12 months. I am able to filter by store but not...
  11. L

    Order

    Hello I am trying to get Top 5 sales between 2 dates such as : 1st October - 31st October Excel tabs are as follows: Salesperson - Sales - Date John - 15 - 2nd October Mary - 17 - 5th October Steve - 10 - 17th October Michelle - 11 - 23rd October Gary - 22 - 15th October James - 18 - 12th...
  12. Shweta

    Issue with join

    Hi All, I have three table in my database 1) products with two columns - product, price 2) region with two columns - SalesPerson, Region 3) transactions with five columns - date, SalesPerson, Product, Discount, Units I want region wise net revenue. Calculation for revenue is ...
  13. D

    Variance / Difference / Spread of Performance problems

    Hey Everyone, Perhaps I'm suffering from some tunnel vision and forgive me for the wordy explanation... but I could use some assistance. I'm needing to calculate the Percentage Point difference between the top and the bottom performers across a series of different stats. This is normally very...

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