Excel Help Please.xlsx
I am hoping that one of you could help me with a data set/summary table I am working with (see attached). On the 1st tab, I have an ever increasing table of deals, broken down by salesperson and current status. I would like to summarize this data on tab 2, but am having a hard time on the cells highlighted yellow.
Basically, it is something like, "if salesperson = salesperson name then count status"
Additionally, for Col I ($ Funded), it is "if salesperson=column A (or salesperson name, sum if status = Funded"
I've tried pivot tables am not very skilled with them. Can a pivot table automatically update when new data is added to the Data Table tab or are the numbers fixed after the table is run? If not, a formula, as described above is probably the best way to go but I'm open to ideas.
Also, is there a way to for Row 7 on Salesperson Summary to automatically get added if a new (unique) salesperson is added to Col C of Data Table tab? If not, I can manually enter the new salesperson's name on A7 and then copy the formulas above.
Thank you in advance. Any insight would be great appreciated.
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