Afternoon all,
I will do my best to explain my situation. I am attaching an example worksheet with data for easy use.
I currently have a worksheet that contains 4 columns of data.
Account Action Value Rep
I am trying to find a way to sum the value column based on specific criteria in the Action column but it needs to be only counted once per rep and account.
For example, for each rep I would want it to look under the action column to find either A,B,C or D. If it finds one of those I want it to add whats in the value column based on each unique account number. So if for rep AG65 there is A,A,B,B but the account number is the same. It should only add the value once.
I have this data in an access table that I copy into excel. would it be easier to do this with a query? I am not familiar with access at all.
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