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Need Help with an IndexMatch

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  1. #1
    Jebaneesa
    Guest

    Re: Need Help with an IndexMatch

    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" <Jebaneesa@discussions.microsoft.com> wrote in message
    > news:08C79273-E460-40FC-828B-7B5C5B5BAD31@microsoft.com...
    > >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. #2
    JPW
    Guest

    Re: Need Help with an IndexMatch

    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" <Jebaneesa@discussions.microsoft.com> wrote in message
    news:DEEBA08C-0515-4F61-85DD-53D24C341924@microsoft.com...
    >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" <Jebaneesa@discussions.microsoft.com> wrote in message
    >> news:08C79273-E460-40FC-828B-7B5C5B5BAD31@microsoft.com...
    >> >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. #3
    JPW
    Guest

    Re: Need Help with an IndexMatch

    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" <Jebaneesa@discussions.microsoft.com> wrote in message
    news:DEEBA08C-0515-4F61-85DD-53D24C341924@microsoft.com...
    >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" <Jebaneesa@discussions.microsoft.com> wrote in message
    >> news:08C79273-E460-40FC-828B-7B5C5B5BAD31@microsoft.com...
    >> >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. #4
    JPW
    Guest

    Re: Need Help with an IndexMatch

    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" <Jebaneesa@discussions.microsoft.com> wrote in message
    news:DEEBA08C-0515-4F61-85DD-53D24C341924@microsoft.com...
    >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" <Jebaneesa@discussions.microsoft.com> wrote in message
    >> news:08C79273-E460-40FC-828B-7B5C5B5BAD31@microsoft.com...
    >> >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

    >>
    >>
    >>




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