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Excel copying rows with two conditions

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Ash - May 26, 2010 at 08:31 AM
 Ash - May 26, 2010 at 02:35 PM
Hi

I'm trying to create a dashboard - which will automatically pick up rows based on a condition. I.e. copy the row if its 'closed won' and if it belongs to 'John Smith'

I've googled this but I'm not that advanced in using excel - so don't understand some of the 'answers' i've seen.

Ideally then - once i've got all my sheets i will then have a control box which will mean I only have to insert the name of the individual to find out their activity.

any help appreciated.

Ash
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rizvisa1 Posts 4478 Registration date Thursday January 28, 2010 Status Contributor Last seen May 5, 2022 766
May 26, 2010 at 08:57 AM
Could you please upload a sample file with sample data etc on some shared site like https://authentification.site , http://wikisend.com/ , http://www.editgrid.com etc and post back here the link to allow better understanding of how it is now and how you foresee.
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Ash
May 26, 2010 at 09:14 AM
Done - thanks!

https://authentification.site/files/22634467/CSM_Dashboards_Template_Empty_cells.xls
Password - genulanebodi

I have over 30 individuals that i need to create the dashboards for - and I'd like to ideally get a control box on another sheet where i can control who's data is showing on the dashboards - as once they data changes I can then load them into PPT and send to the relevant individual.
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Ash
May 26, 2010 at 09:18 AM
Sorry - probably better to use this as it has sample data in it .

https://authentification.site/files/22634594/CSM_Dashboards_Template_Empty_cells.xls
Password - pimecivegigi
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rizvisa1 Posts 4478 Registration date Thursday January 28, 2010 Status Contributor Last seen May 5, 2022 766
May 26, 2010 at 09:38 AM
I am sorry but I am not following you. In you sample you have a sheet called RAW DATA. There is a column K which has that "'closed won'" and other stages. Now what you want to do now? By Name what name you meant. also where the data needs to go. You need to explain in detail as I have no idea how the data should be read and move around etc
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Ash
May 26, 2010 at 09:47 AM
Hi

No problem.

Okay so each tab has a section i.e. Closed Won, Closed No Deal, Top Ten Opps by TCV.

I'd like to know how to take the data - from the raw data by the stage Column K (i.e. Closed Won to the Closed Won tab) - copying the row of data across to the relevant tab.

Then the next tab -Ii'd have the Closed No Deal stage to copy across the rows.

By the Top Opps TCV tab - I'd take the largest value on Column H (Total Contract Value (TCV) (converted)) across to that row into the relevant tab.

All this would then be controlled by a formulae of some kind that would allow me to enter the name of the rp manager (reporting manager) so that when I entered the name all the data would refresh in the above tabs to show only what that individual team is doing.

Making it much easier for me to run my reports.

Does this help explain?

Thanks
Ash
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rizvisa1 Posts 4478 Registration date Thursday January 28, 2010 Status Contributor Last seen May 5, 2022 766
May 26, 2010 at 12:33 PM
These seem to be your sheet name where data would be copied

Opps Past Due Date
Opps Won
Opps Lost
Opps No Deal
Opps Entered in Error
Top 10 Opps by TCV
Top 10 New Business Opco TCV
Top 10 New Business Rev This FY
Top Wins New Bus Rev this FY
Closing this Week by Opco TCV
Top Opps this Mth Opco TCV
Top Opps closing Qtr Opco TCV
Top Opps Closing FY Opco TCV


Now the question is that do these sheet names is same as the stages and by same I mean literally they are same
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