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02.20.2008 at 08:22PM PST, ID: 23180117

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8.2

Isolating names from a sales list if the person has not had a sale in a certain time frame

Zones: Microsoft Excel Spreadsheet Software, Office & Productivity Software, Spreadsheet Software

Tags: Microsoft, Office - Excel, 2003

Experts,

I have a workbook that has some sales information (worksheet: Sales Data 01-2006 to 01-2008) and a list of agent names (worksheet: Correct Agent ID-Name).

What I want to do is on a new worksheet (output) list those names from (worksheet: Correct Agent ID-Name) which have not had a sale during a period of time (which I would like to be able to change, for instance 6 months, 08/01/2007 to 01/31/2008) which I have put into a 3rd worksheet (Sales Period of Interest).

On the first worksheet (Sales Data 01-2006 to 01-2008) column T (Submitted Date) is what I want to use to determine if an agent was active during the time period. The agents ID number is located in column A (Agent ID) of that same worksheet.

An example of what I want is rows 155:157 (Agent ID: 00403, Agent: Ralph Eagle) only had sales during 2006 (according to column T), thus I would like this name and agent ID put onto the output worksheet. Those that havent sold anything in the selected time period can then be contacted.

On the other hand, rows 158:162 (Agent ID: 00444, Agent David Guenther) had two sales during the time period listed above (cell T161: 11/26/2007 and cell T162: 12/18/2007), so his name would not appear on the output worksheet.

Finally I only want their names to appear once, thus using the worksheet (Correct Agent ID-Name) might be good as this list grows when new agents are added to the company.

Hope that is enough information!

THANK YOU IN ADVANCE!
Kevin

Attachments:

null

EE---NB-Sales-01-2006-to-01-2008.xls (1.6 MB) (File Type Details)

NB Sales - Time Period - 01-2006 to 01-2008 - find those without sales in past 6 months

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Question Stats

Zone: Software

Question Asked By: redrumkev

Solution Provided By: csoussan

Participating Experts: 4

Solution Grade: A

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