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Need Help with an IndexMatch

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  1. #1
    Jebaneesa
    Guest

    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. #2
    JPW
    Guest

    Re: Need Help with an IndexMatch

    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

    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
    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

    >
    >
    >


  5. #5
    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

    >
    >
    >


  6. #6
    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

    >>
    >>
    >>




  7. #7
    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

    >>
    >>
    >>




  8. #8
    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

    >>
    >>
    >>




  9. #9
    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

    >
    >
    >


  10. #10
    JPW
    Guest

    Re: Need Help with an IndexMatch

    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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