I have a Google Sheet with three Sheets (Sorted View, Dump and Dictionary) that I am trying to automate.
In the Dump File, I have leads from our CRM (Infusionsoft) dump into the file daily (Each row is a lead).
Basically the Sheet is deleted and re-dumped every 12 hours. The Dump Sheet has 3 columns of data that is dumped in.... Date, LeadSource and Actual Initial Lead Source
I want to add a fourth column to vlookup the summarized Lead Source category that I have defined in the Dictionary Sheet. Currently, if I add a formula like the one below, it populates fine for each cell.
=iferror(vlookup(D2,Dictionary!A:B,2,0),'')
However, once the script is ran from MyFusionHelper (daily), the Dictionary column is deleted. I need a script that adds this column back after the Dump sheet is updated.
On the Sorted View sheet, I need a script that will countif the leads by date for each source in descending order. The source will be looked up by the Dictionary value in the Dump sheet.
Column A - Date in descending order
Column B - Total number of Leads (rows) in Dump sheet that equal that Date (Dump! B:B)
Column C - Total number of Leads (rows) in Dump sheet that equal that Date & equal '(931) 208-3031 - Phone' from the Leadsource column (Dump! C:C) in the Dump Sheet
Column D to O - Total number of Leads per day for each particular Dictionary value in Dump Sheet (Dump! D:D)
I would like to think this should be fairly simple for someone that knows how to program Google Sheets.
Thanks
About the recuiterMember since Sep 2, 2017 Toby Stephens
from Harju, Estonia