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#1
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Need Help with an IndexMatch
I currently have a Data sheet which contains the columns "Payrol, Team, Agent
Name, Calls Answered, Talktime, Logged in Time & Not Ready Time" for every day of the month on a seperate worksheet, I would like to add a front sheet with drop downs that managers can select the team name and date. This would then only populate this sheet with details of the selected team on the selected day. I have tried INDEXMATCH but not sure about this function and how to collect all the agents for the given team. I need to keep the workbook as small as possible to publish on the web. Any help greatly appreciated |
#2
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What you want is to create a PivotTable report. Try this to get started:
http://office.microsoft.com/training...RC010136191033 Have fun. :) "Jebaneesa" wrote in message ... I currently have a Data sheet which contains the columns "Payrol, Team, Agent Name, Calls Answered, Talktime, Logged in Time & Not Ready Time" for every day of the month on a seperate worksheet, I would like to add a front sheet with drop downs that managers can select the team name and date. This would then only populate this sheet with details of the selected team on the selected day. I have tried INDEXMATCH but not sure about this function and how to collect all the agents for the given team. I need to keep the workbook as small as possible to publish on the web. Any help greatly appreciated |
#3
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A pivot table is fine if you can use excel, my management teams cannot. I
have over thirty teams of 10+ agents, each team with a different prefix ie. A01, CST01 etc. The report I need will allow the managers to select their team which will populate the sheet with info for that team only. I currently use SUMIF's with a workbook for each team, this makes the documents too large for web based delivery hence the problem. "JPW" wrote: What you want is to create a PivotTable report. Try this to get started: http://office.microsoft.com/training...RC010136191033 Have fun. :) "Jebaneesa" wrote in message ... I currently have a Data sheet which contains the columns "Payrol, Team, Agent Name, Calls Answered, Talktime, Logged in Time & Not Ready Time" for every day of the month on a seperate worksheet, I would like to add a front sheet with drop downs that managers can select the team name and date. This would then only populate this sheet with details of the selected team on the selected day. I have tried INDEXMATCH but not sure about this function and how to collect all the agents for the given team. I need to keep the workbook as small as possible to publish on the web. Any help greatly appreciated |
#4
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Your end users don't have Excel? In that case I don't really understand the
question; you may want to look into either an ASP solution or exporting each "team" to its own separate HTML file if you don't have access to ASP. "Jebaneesa" wrote in message ... A pivot table is fine if you can use excel, my management teams cannot. I have over thirty teams of 10+ agents, each team with a different prefix ie. A01, CST01 etc. The report I need will allow the managers to select their team which will populate the sheet with info for that team only. I currently use SUMIF's with a workbook for each team, this makes the documents too large for web based delivery hence the problem. "JPW" wrote: What you want is to create a PivotTable report. Try this to get started: http://office.microsoft.com/training...RC010136191033 Have fun. :) "Jebaneesa" wrote in message ... I currently have a Data sheet which contains the columns "Payrol, Team, Agent Name, Calls Answered, Talktime, Logged in Time & Not Ready Time" for every day of the month on a seperate worksheet, I would like to add a front sheet with drop downs that managers can select the team name and date. This would then only populate this sheet with details of the selected team on the selected day. I have tried INDEXMATCH but not sure about this function and how to collect all the agents for the given team. I need to keep the workbook as small as possible to publish on the web. Any help greatly appreciated |
#5
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If you data is in a list format as your columns suggest - you could simply add an autofilter to the data sheet and do away with the idea of a front sheet. -- Ruthki ------------------------------------------------------------------------ Ruthki's Profile: http://www.excelforum.com/member.php...o&userid=24503 View this thread: http://www.excelforum.com/showthread...hreadid=380799 |
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