Excel Formula Help - Cummulative Book of Business Flag

txstatesman

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Hello,

I was hoping to get help with the attached workbook. The end goal is to be able to flag the Customers that make up up to 70% of the rep's cummulative activity. I've done this manually in column H but would like a solid formula to get this accomplished. I'm was thinking about a stack like an Offset/Indirect/Cell"Address"/Index/Match/Match/Countifs or CountA would work but am a bit befuddled. The original source data is in columns B-D and is made up of a PowerPivot.

Any ideas through PowerQuery would be welcomed as well and I can provide any details necessary for that.

THANK YOU VERY MUCH!!!

Jordan
 

Attachments

  • FormulaHelpWorkbook.xlsx
    18.6 KB · Views: 7
Hi, I hope this will help.
I did notice that your cumulative formulas are wrong. F3 should be =IF(B3=B2,E3+F2,E3) and copied down.
 

Attachments

  • FormulaHelpWorkbook-Beamer.xlsx
    18.9 KB · Views: 8
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