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Eduardo Eduardo is offline
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Default how do I build linked workbooks

Hi Sandre,
an userform will solve all your problems, then you can run Pivot tables to
summarize your data as you want, you can take a look to Debra web to start

http://contextures.com/xlUserForm01.html

then go to excel tips in the same page at the top and look for the 2nd part
of userform, as well check

http://word.mvps.org/FAQs/TblsFldsFms/LinesInForms.htm
http://word.mvps.org/FAQs/Customizat...nTheBlanks.htm




"Sandre" wrote:

Thank you both for your help. My problem is that each Supervisor will be
entering their own daily stats, but after that the rollup should be seamless
and they should never have to enter data for the other functions.

BUT

Thanks to these responses, I have been able to consolidate my spreadsheets
down to one per team, and that will make it much easier to link the rollups.

Thank you!!

"Sandre" wrote:

My company has asked me to set up a quantified evaluation for each employee.
My parameters a phone calls, work produced and errors, checks requested,
and accounting submitted.

I am dealing with 70 employees over 5 teams, each team handling multiple
clients. Each person's stats are gathered on a daily basis, and will need to
roll up by client and team, and then into individual evaluations as well.

Is there an "easy" way to do this so that each year I don't have spend a
month manually creating all these formulas and links? Also, any suggestions
on the best setup for the daily data so it's easier to pull into higher level
spreadsheets?

Thank you all in advance :)