Hello everyone,
I am new here and hoping to get some help to a formula or be steered in the right direction.
I would like to populate a cell in the second sheet every quarter from the mastersheet. The 1st sheet is a mastersheet tracking all my clients with respective fees in EUR or US. The second sheet is created like a form letter. I would like to figure out the formula to populate the amount each quarter to the respective clients in the right currency. I am not sure how to go about it, would appreciate if someone would kindly steer me in the right direction, whether to use a SUMIF, IF or VLOOKUP or something else altogether. I am also opened to suggestions in terms of creating an additional sheet if required....etc.
Many thanks,
Michelle
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