Summary data
 

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?

Summary data
 

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?

Summary data
 

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?