Hi all,
I'm work in a call center and am looking at putting some automation on the call auditing spreadsheet we use.
Consider the following as worksheets in a workbook. We use different codes (BD01,BD02 etc) to identify a type of failure on a call and 'P' to show an auditing pass.
I've got the conditional formatting sorted to show Green for P, Purple for CD** and Blue for BD** which is great, the next challenge is showing Red where the same type of code exists for that agent in the previous month (ie Scott has a BD01 in Jan and a BD06 in Feb - Both BD** failures) and Black with White writing where an agent has the same code failures over two months.
Agent (Jan 17) Call 1 Call 2 Call 3 Luke P P P Scott P BD01 P Mark CD01 P P
Agent (Jan 17) Call 1 Call 2 Call 3 Luke P P BD06 Scott CD01 P CD02 Mark BD03 P P
I'm stuck on keeping conditional formatting looking at the same agent rows month on month. If I was using the whole sheet I would probably use something like
Code:
=MATCH("BD??",'Jan 2017'!A2:D2,0)
for the same type of code and
Code:
=MATCH(B4,'Jan 2017'!A2:D2,0)
to check if the same code exists in the previous months call sheet.
IS there a way for the conditional formatting to check the agent name in Column A against the same agent's row in the previous month's sheet and see if there is a partial match or an exact match in any of the calls?
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