Hello SirJB7. Thank you so much for your help. It was great to get your input and assistance. I did, indeed, get to the point I wanted to. And was able to find the data I needed to report on. I'll be putsing more on it, just because I want to dice it a different way. But wanted to thank...
Sorry about the change. Part of my whirling trials to get to the end. Okay, here is a new link. i've expanded upon the one you'd sent to me. Ive addd a cpl o column to see how the oppt date compares to the sales date. Then I've added a pivot to show a bit of where I'm going. I'd like to...
Okay, here is a better link (I hope). :)
https://skydrive.live.com/redir.aspx?cid=32a5bb69f9f589f1&resid=32A5BB69F9F589F1!108&parid=32A5BB69F9F589F1!105&authkey=!AHnfwyRHyp0TRpk
Thank you for your help. Just think I'm going at things the wrong way and complicating myself into places I don't...
Thank you. :) That seemed to work.
I'm either getting closer, or totally confusing myself. LOL Maybe I can ask how you'd do it!?
My goal. to be able to create a pivot that shows the sales that landed for specific products after the Opportunity was created for that product and customer...
It was just a shot in the dark to see if it would help me. :)disregard the formula and field if it doesn't help. Obviously in over my head, so trying and failing certain things.
First tab is H=Oppty.....this is the quoted data
Second tab is MSS-.....this is the landed sales data
If I...
Nope, still there. Here, try again, please. https://skydrive.live.com/redir.aspx?cid=32a5bb69f9f589f1&resid=32A5BB69F9F589F1!107&parid=32A5BB69F9F589F1!105&authkey=!AKDpgz_W-GJX8NM for some reason it only recognizes part of it as 'blue' and the rest in black. Might have to select all of...
Hello, thank you for inquiring. Yes, I was playing with options on rows 26 & 27. I left them as options in case they would work better for whomever would help.
As far as outputs, I was looking at the possibility of seeing the Oppty ID's populated in columns S:V for the subsequent...
Hello,
I am trying to look at Tab one (which is the original Opportunity/Lead data) and compare it to Tab two (which is the landed sales revenue details). I have successfully been able to match the first item on the Oppty to a matching item on the sales data. However, I am stuck with getting...