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Calculate total adjustments for each sales person

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  1. #1
    Registered User
    Join Date
    03-13-2012
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    Stoke on Trent
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    Excel 2003
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    6

    Calculate total adjustments for each sales person

    Hello, I hope I describe this correctly but I hope you can all help:

    I am putting together a performance summary worksheet which monitors a teams sales throughout the month. Every so often there may be reason to adjust sales from one person to another:

    In column A you enter the week number which is chosen from week 1,2,3,4 or 5
    In column B there would be the name of the sales person (chosen from a drop down list) the sales value is adjusted off, lets call them RSC1
    In column C there would be the name of the sales person (chosen from a drop down list) the sales value is adjusted on to, lets call them RSC2
    In column D is just a reason for the sales figure adjustment
    In column E would be the monetary figure to be adjusted, lets say RSC1 accepted a refund for RSC2 of £2000
    In column F is a transaction number used purely for reference purposes

    I would like to find all instances of adjustments in week 1,2,3,4 and 5 for every team member (of which there are 21) so at the end of each week, a single total value to add or deduct to each persons takings can be realised.

    I have attached the worksheet to further explain.

    Can you help?
    Attached Files Attached Files

  2. #2
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    05-21-2007
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    Ireland
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    3

    Re: Calculate total adjustments for each sales person

    I think a simple sum if will work fine however better to name ranges
    Paste this in to J3
    =SUMIF($B$4:$E$59,I3,$E$4:$E$59)
    Drag down to copy formua

  3. #3
    Registered User
    Join Date
    03-13-2012
    Location
    Stoke on Trent
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    Excel 2003
    Posts
    6

    Re: Calculate total adjustments for each sales person

    No, that's not quite what I was looking for, that seems to take all the adjustments and add them to the one person:

    In the example RSC1 should end up the end of the month having a total of +£1059 added to his/her takings:

    Week 1 +£328 (J4), Week 2 -£100 (K4), Week 3 +£478 (L4), Week 4 -£125 (M4), Week 5 +£478 (N4). Making a monthly total of +£1059.

    Thanks for the advice but it's not quite doing it for me.

    Adam
    Last edited by Cutter; 08-28-2012 at 10:00 AM. Reason: Removed whole post quote

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