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Hi everyone,
I have spent 3 days on the following problem but not enough luck in finding the correct answer. I have the following table as my source table.
TABLE:
Opps | Owner | Value | Team |
A1 | Tony | 2500 | Tony;Bob;Helen |
A2 | Tony | 10000 | Bob,George,Tony |
A3 | Tony | 12000 | Helen;Tony |
A4 | Tony | 45000 | Tony |
A5 | Tony | 30000 | Tony |
A6 | Tony | 30000 | George;Tony |
A7 | Tony | 50000 | Tony |
A12 | Steve | 12000 | Tony;Mike;Balao;Helen |
A13 | Miara | 45000 | George;Mike;Helen |
A15 | Bob | 30000 | Bob,George,Tony |
A16 | Tony | 50000 | Sunny;Tony |
A17 | Sunny | 30000 | George;Mike;Helen |
A18 | Tony | 30000 |
What i want to do is the following:
1: I want to do set analysis on the above table and make variables vTeam and vRep.
2: for vTeam, I want to sum values where a person exists in the Team column (NOT ON ITS OWN BUT IN A GROUP) but not in the Owner column. So for example if we took Tony as an example, his resulting table would like this and i only want the sum (in RED) value and not the table itself.
Opps | Owner | Value | Team |
A12 | Steve | 12000 | Tony;Mike;Balao;Helen |
A15 | Bob | 30000 | Bob,George,Tony |
42000 |
3: For vRep, I want to sum values where a person exists in the Owner column and in the Team column so for example if we took Tony again, his table would look like the following, i only want the sum and not the actual table:
Opps | Owner | Value | Team |
A1 | Tony | 2500 | Tony;Bob;Helen |
A2 | Tony | 10000 | Bob,George,Tony |
A3 | Tony | 12000 | Helen;Tony |
A4 | Tony | 45000 | Tony |
A5 | Tony | 30000 | Tony |
A6 | Tony | 30000 | George;Tony |
A7 | Tony | 50000 | Tony |
A16 | Tony | 50000 | Sunny;Tony |
A18 | Tony | 30000 | |
259500 |
UPDATE:
This is the results im looking for :
So, if i select tony, the value should sum up (where he exists in Owner and Team)
Final Table: | |
Tony | 301500 |
Steve | 12000 |
Miara | 45000 |
Bob | 42500 |
Sunny | 80000 |
Side Note:
The reason i want this to be a set analysis is because i have this information in a pivot table along with targets and actuals. So, if i select tony from there, target and actuals show fine. Just the opps value is wrong. I was hoping to sum vRep+ vTeam to get the total value in that table.
Please let me know if you need more information.
Thank you
nice to hear about that
Thank you so much for your help @Saravanan_Desingh .
It’s really appreciated!
you welcome