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Thread: Excel Formula Help - Cummulative Book of Business Flag

  1. #1
    Neophyte txstatesman's Avatar
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    Excel Formula Help - Cummulative Book of Business Flag



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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
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  2. #2
    Conjurer Beamer's Avatar
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    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.
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