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Laila92's avatar
Laila92
Helper V
6 years ago

Calculated table/vlookup

I am struggling with the following:
I have one table (1) with deal ID's and data about related activities (one deal ID can have multiple activity IDs).
I have another table (2) with deal IDs and data about the deals, i do also have the activity ID here so it has a relationship with table 1.

Now I want to filter out the deal IDs from the first table that have activity type = DEMO, activity creator = x,y or z (and possibly a few more criteria). I then want the second table to take those filtered deal IDs and filter out the deal IDs that are WON.
(So I want all the won deals that have an activity of type = DEMO and activity creator = x,y or z).

I have been trying to create virtual tables and summarizing them in different ways, taking VALUES from the first (filtered) table and then SUMMARIZING it with the second table but to no avail. 


Example data https://docs.google.com/spreadsheets/d/1iS6VXX9r0S8hpu-TzgLnSNleF8lo_0L-mJCaLFXIRE0/edit?usp=sharing

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