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Grouping categories within categories

  1. #1
    Registered User
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    11-03-2010
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    Excel 2003
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    Grouping categories within categories

    Hello all and sorry for the poor title but I don't know how else to phrase it

    I am having some excel problems, this might be a little hard to explain.

    I am trying to attribute closed/won accounts to specific campaigns. For example, I have an account that is CW and I have the list of campaigns that contributed to that.

    Company Close Date
    Company A 2/1/2008
    Company A 1/1/2009
    Company B
    Company C

    then in another page in excel, I have that same company listed with all the campaigns.

    Company Start Date Campaign Name
    Company A 1/1/2008 In-person event
    Company A 12/31/2008 Email Blast
    Company A 1/1/2009 Email Blast
    Company A 1/1/2010 Web-Seminar

    I'm trying to figure out which campaigns attriuted to certain accounts. So for example,
    we had two deals with Company A, one in 2008 and one in 2009. I want to say the deal in 2008 comes from the inperson even from 2008.

    Sorry if this wasn't clear...it's very hard to describe. I haven't been able to get very far on this problem so if anybody could point me in the right direction (I'm thinking some kind of crazy array formula) I would gladly appreciate it.

    Thank you.

  2. #2
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    Re: Grouping categories within categories

    It looks like on Sheet2 of Excel, you had two campaigns for Company A in 2008; In person and Email blast. Are you picking In person because that is the last campaign before the close date?
    ChemistB
    My 2?

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