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Hello Jim,
Thank you for responding. Each producer has their own prospect list that they don't want everyone to see. However, I need to report back expected revenue for ALL the producers and be able to show a sort of 'pipeline' of what is about to come in the door. My only option really is a summary sheet. I tried using a pivot table but got confused with 11 worksheets feeding into it and it kind of messed up. Thank you for trying to help. "Jim Thomlinson" wrote: Generally speaking it is normally better to put all of the source data on one sheet and then use filtering, subtotaling and/or pivot tables to produce reports. That being said Ron's site has some examples of how to merge multiple sheets into a single summary sheet. Note that to effectively create a summary all of the solutions will involve macros... http://www.rondebruin.nl/tips.htm -- HTH... Jim Thomlinson "Tamara" wrote: I have a workbook that contains several different pages that each Producer is supposed to update. On the summary page, I need to have the option to choose what to display and how it is displayed. For instance, Jeff's prospect list has the following: Company Contact Revenue Potential Sales Potential # of EE ABC Co. Joe Smith $1,000 75% 12 Joe's prospect list has the following: Company Contact Revenue Potential Sales Potential # of EE 123 Co. Jane Smith $3,000 25% 2 The summary page needs to list the following: Producer Co. Contact Rev Pot Sales Pot # of EE Jeff ABC Co. Joe Smith $1,000 75% 12 Joe 123 Co. Jane Smith $3,000 25% 2 I've tried to link the cells and it just doesn't work like I want. Any suggestions? I cut down on column headings for space reasons, actual column headings a Effective Date, Client Name, Next Step, Revenue Potential, Sales Potential %, Contact, # Lives, Current Broker. Column headings on summary page is the same except the addition of "Producer" in order to be able to easily identify who has what. Thoughts? |
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