I use a heavily modified version of one I found on here last year. I have a main sheet for the card list ('Account History'), and a second sheet for credit exposure by issuer and hard pull calendar. Here are some useful formulas for those of you who might be interested:
- Let's say A2 on the exposure sheet is the certain issuer we want to know about, for example Chase.
- Let's also say column C on the main 'Account History' tab is approval type, and any account there that doesn't say Denied is considered to have opened at some point.
- Also, column E is a closure date, and any row with that entry is considered a closed account.
- Column M is the lender.
- Column N is the CL.
=COUNTIFS('Account History'!M4:M500,"*" & A2 & "*",'Account History'!C4:C500,"<>Denied",'Account History'!E4:E500,"")
Will give you the number of open accounts with A2 (Chase).
=SUMIFS('Account History'!N4:N500,'Account History'!M4:M500,A2,'Account History'!E4:E500,"")
Will give you your current exposure with A2 (Chase).