I am looking for help creating a spreadsheet that will enable me to extract a set of data after comparing three values.
I have attached a sample spreadsheet which I will refer to otherwise I confuse even myself when trying to explain it.
I have two sets of a data a list of times a client called (entered into the ‘WCtable’ table on the ‘Call Data’ sheet) and a list of interactions that were logged for them entered into the ‘INCtable’ table on the reference Data sheet.
There are three things I need to compare to filter out the results I need.
• The name of the client needs to match from the ‘Opened by’ Column on the ‘Call Data’ Sheet with the ‘requester’ column on Sheet ‘Reference Data’
• The name of the person they dealt with needs to also match this is the ‘Assigned to’ column on the ‘Call Data’ Sheet and the ‘opened by’ column on Sheet ‘Reference Data’
• The times of the interactions should be within say 1 Hour of each other so the ‘Opened’ Columns on both sheets.
I have tried doing this with VLookup (failed attempt on the hidden ‘Ignore’ Sheet in the workbook.) But this only returns the first value it finds and some of the clients have more than one and I’m really struggling to think of a straightforward way of trying to marry the instances up other than a lot of nested IF statements but I’m not sure if that will just look for the first value in the column.
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Hello there! This is a basic task which can be done using tools in Excel. We have completed Various similar tasks effectively. Please reply to my bid so that we can discuss further. Thanks Brad
Hello, my name is Cristian, I have a degree in Business and work with excel every day. I have much experience with spreadsheets, formulas, models and macros. Check my reviews. Best regards
Dear Sir, Greetings. We need to use either index, match, dynamic filter or nested if. I could complete one to show you. Plz let me know if you are interested. Thank you.
Hi, Nice to know your requirement. I am an excel vba, vb6 expert and have delivered fourteen excel vba projects in the past seventy days. Willing to take up your project. Thank you, Regards.