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Lookup formula based on a condition and date timeframe

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  1. #1
    Registered User
    Join Date
    06-13-2013
    Location
    Canada
    MS-Off Ver
    Excel 2007
    Posts
    3

    Lookup formula based on a condition and date timeframe

    In an Excel workbook I have the following Sheets:

    Sheet1 contains in addition to other data, client purchase information:

    PurchaseDate ClientNo. AccountRep
    31-Jan-2012 1 ?
    23-Feb-2012 7 ?
    17-Mar-2012 24 ?
    09-Apr-2012 77 ?
    02-May-2012 89 ?
    25-May-2012 103 ?
    17-Jun-2012 304 ?

    Sheet2 contains a list of Account Reps responsible for the account through time
    Client# StartDate EndDate RepName
    304 02-Jan-2011 01-May-2011 Tim
    304 02-May-2011 31-Dec-2011 John
    304 01-Jan-2012 01-Aug-2012 Jen
    77 02-Jul-2011 01-Nov-2011 Jack
    77 02-Nov-2011 31-Dec-2012 Heather
    77 01-Jan-2012 01-Jul-2013 Cathy

    I would like to write a formula in sheet 1 under Account Rep to identify the appropriate Account Representative in sheet2 based on the account number and the date of the transaction.
    Last edited by rmitri; 06-14-2013 at 10:53 AM.

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