boadacious
New Member
Hello, longtime lurker, first time poster, looking for help witha project i've been set.
It involves two workbooks, one of which is being used as a summary of results from the second, which is an export from our databasing software. Hence, the data feed worksheet has a very defined structure, and the formula used to read into the first workbook needs to work with the raw output from the database.
In the feed worksheet, i have 3 columns, client names, a parameter defining the type of payment (which is either "CAT or Not CAT") then the value of that payment. There are multiple entries of "client name" for each client due to the way the database exports data - one is created for each policy held.
In the data worksheet, i am creating two formulas to collect totals of data set as either "CAT" or "Not CAT" under the client name.
The formulas need to sum every payment on the same row as an instance of a clients name, if they are marked as CAT or Not CAT.
Any help with this? Thanks in advance
It involves two workbooks, one of which is being used as a summary of results from the second, which is an export from our databasing software. Hence, the data feed worksheet has a very defined structure, and the formula used to read into the first workbook needs to work with the raw output from the database.
In the feed worksheet, i have 3 columns, client names, a parameter defining the type of payment (which is either "CAT or Not CAT") then the value of that payment. There are multiple entries of "client name" for each client due to the way the database exports data - one is created for each policy held.
In the data worksheet, i am creating two formulas to collect totals of data set as either "CAT" or "Not CAT" under the client name.
The formulas need to sum every payment on the same row as an instance of a clients name, if they are marked as CAT or Not CAT.
Any help with this? Thanks in advance
