You can enter all the data in a list on the worksheet, with column
headings to indicate what information is stored in each column.
Then, you can use an AutoFilter to view the data for one rep, or a
specific date range. There are instructions in Excel's Help, and he
http://www.contextures.com/xlautofilter01.html
To summarize the data, e.g. count the number of clients assigned to each
rep, you can use a Pivot Table. There are instructions in Excel's Help,
and Jon Peltier has information and links:
http://peltiertech.com/Excel/Pivots/pivotstart.htm
Insurance Tracie wrote:
I need to create a database (would like to do it in Excel) that would compile
client information such as name, address, birthdate, retirement date, phone,
assigned rep, e-mail address, etc. then be able to pull out only the
information needed and from only certian assinged reps.
I have never done a spreadsheet or database before. So I need explecit
details.
Thank you
Tracie
--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html