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Match a name to all clients?

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  1. #1
    Dixie
    Guest

    Match a name to all clients?

    I am trying to use each Rep's name to bring back all their customers and
    corresponding data. VLookUp continually brings back the first customer's
    name only. I need all customers' names and data that use the Rep. So, for
    Sheet#2, Column (A) has all the Reps, Column (B) has all the customers,
    Column (C) has the dollar amounts, and Column(D) has the dates. If Sheet #1
    is for RepXX, I need to bring back to Sheet#1, all Customers, dollars, and
    dates that use RepXX. (a mix of text and numbers). Any help on this would
    be greatly appreciated.
    -Dixie

  2. #2
    Peo Sjoblom
    Guest

    Re: Match a name to all clients?

    Use a filter, preferably autofilter which is easier to learn, filter on the
    Rep

    --
    Regards,

    Peo Sjoblom


    "Dixie" <Dixie@discussions.microsoft.com> wrote in message
    news:AFDCA657-4FA9-42F1-B024-93C5F79530F3@microsoft.com...
    >I am trying to use each Rep's name to bring back all their customers and
    > corresponding data. VLookUp continually brings back the first customer's
    > name only. I need all customers' names and data that use the Rep. So,
    > for
    > Sheet#2, Column (A) has all the Reps, Column (B) has all the customers,
    > Column (C) has the dollar amounts, and Column(D) has the dates. If Sheet
    > #1
    > is for RepXX, I need to bring back to Sheet#1, all Customers, dollars, and
    > dates that use RepXX. (a mix of text and numbers). Any help on this
    > would
    > be greatly appreciated.
    > -Dixie



  3. #3
    Dixie
    Guest

    Re: Match a name to all clients?

    Is there a way to bring the selected data over to another worksheet as I need
    to do calculations on the dollars total from all clients using RepXX? The
    problem is that I also need each client's name and date in addition to
    dollars. Thanks

    "Peo Sjoblom" wrote:

    > Use a filter, preferably autofilter which is easier to learn, filter on the
    > Rep
    >
    > --
    > Regards,
    >
    > Peo Sjoblom
    >
    >
    > "Dixie" <Dixie@discussions.microsoft.com> wrote in message
    > news:AFDCA657-4FA9-42F1-B024-93C5F79530F3@microsoft.com...
    > >I am trying to use each Rep's name to bring back all their customers and
    > > corresponding data. VLookUp continually brings back the first customer's
    > > name only. I need all customers' names and data that use the Rep. So,
    > > for
    > > Sheet#2, Column (A) has all the Reps, Column (B) has all the customers,
    > > Column (C) has the dollar amounts, and Column(D) has the dates. If Sheet
    > > #1
    > > is for RepXX, I need to bring back to Sheet#1, all Customers, dollars, and
    > > dates that use RepXX. (a mix of text and numbers). Any help on this
    > > would
    > > be greatly appreciated.
    > > -Dixie

    >
    >


  4. #4
    Peo Sjoblom
    Guest

    Re: Match a name to all clients?

    You can automate it with code and also using advanced filter which is
    somewhat abstract but more powerful, Debra Dalgleish has instructions on her
    site

    http://www.contextures.com/xlautofilter03.html

    http://www.contextures.com/xladvfilter01.html

    --
    Regards,

    Peo Sjoblom


    "Dixie" <Dixie@discussions.microsoft.com> wrote in message
    news:20396EA6-DDF8-4BF6-83B1-45606F07B56A@microsoft.com...
    > Is there a way to bring the selected data over to another worksheet as I
    > need
    > to do calculations on the dollars total from all clients using RepXX? The
    > problem is that I also need each client's name and date in addition to
    > dollars. Thanks
    >
    > "Peo Sjoblom" wrote:
    >
    >> Use a filter, preferably autofilter which is easier to learn, filter on
    >> the
    >> Rep
    >>
    >> --
    >> Regards,
    >>
    >> Peo Sjoblom
    >>
    >>
    >> "Dixie" <Dixie@discussions.microsoft.com> wrote in message
    >> news:AFDCA657-4FA9-42F1-B024-93C5F79530F3@microsoft.com...
    >> >I am trying to use each Rep's name to bring back all their customers and
    >> > corresponding data. VLookUp continually brings back the first
    >> > customer's
    >> > name only. I need all customers' names and data that use the Rep. So,
    >> > for
    >> > Sheet#2, Column (A) has all the Reps, Column (B) has all the customers,
    >> > Column (C) has the dollar amounts, and Column(D) has the dates. If
    >> > Sheet
    >> > #1
    >> > is for RepXX, I need to bring back to Sheet#1, all Customers, dollars,
    >> > and
    >> > dates that use RepXX. (a mix of text and numbers). Any help on this
    >> > would
    >> > be greatly appreciated.
    >> > -Dixie

    >>
    >>



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