filtering data question

[lilsnoop]

When I thought I was almost done with my project a new problem was found...go figure.. My project consists of multiple sheets, the first beginning with jan through Dec (each sheet representing a month)and then I have four quarterly report sheets as well. I wanted to be able to filter my data by shift (i.e, 7am, 3pm, 11pm, etc), which is a column in every monthly sheet. My quarterly reports only reflect the shift of each employee as it is listed in the January sheet and does not take into consideration any other months although various employee may change shifts throughtout the year. Is there a way for me to filter my "shift" data in a montly report, instead of a quarterly report where It would take into consideration any given month (by filtering) and shift (by filtering), so that I could accurately obtain the info I need on a month to month basis if necessary. I've attached a sample of my project with some data in it to better explain my dilema. I still want my quarterly report sheets for those employees that didn't change shifts for those particular 3 month periods too, and I'd be interested to know if there is a better way for me to filter by shift in this area as well. I hope this makes sense. Thanks for any help or suggestions in this matter!!

Respectfully
lilsnoop

[Bryan Hessey]

When I thought I was almost done with my project a new problem was found...go figure.. My project consists of multiple sheets, the first beginning with jan through Dec (each sheet representing a month)and then I have four quarterly report sheets as well. I wanted to be able to filter my data by shift (i.e, 7am, 3pm, 11pm, etc), which is a column in every monthly sheet. My quarterly reports only reflect the shift of each employee as it is listed in the January sheet and does not take into consideration any other months although various employee may change shifts throughtout the year. Is there a way for me to filter my "shift" data in a montly report, instead of a quarterly report where It would take into consideration any given month (by filtering) and shift (by filtering), so that I could accurately obtain the info I need on a month to month basis if necessary. I've attached a sample of my project with some data in it to better explain my dilema. I still want my quarterly report sheets for those employees that didn't change shifts for those particular 3 month periods too, and I'd be interested to know if there is a better way for me to filter by shift in this area as well. I hope this makes sense. Thanks for any help or suggestions in this matter!!

Respectfully
lilsnoop

Hi,

If you complete the Months in your Mth column you can filter by multiple options, by Employee (this quarter) by Employee/Month, Employee/Shift, Employee/Month/Shift, Month/Shift or Shift etc.

You could, if needed, use a helper column to concatenate data items so that a single filter could be used, but this could be counter-productive, the 3 filters should provide all that you need.

Let me know how you go.
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[lilsnoop]

Sorry about the delay in my response, I've been gone all day. I fixed all my sheets to have the month column in them, but I'm not sure how to get my quarterly report sheets to recognize those months for the specific quarter to even be able to filter the data via a Month column. I'm hoping it is a simple formula I need to apply or if you could explain I'd sure be appreciative!

Thanks in advance!

[Bryan Hessey]

Sorry about the delay in my response, I've been gone all day. I fixed all my sheets to have the month column in them, but I'm not sure how to get my quarterly report sheets to recognize those months for the specific quarter to even be able to filter the data via a Month column. I'm hoping it is a simple formula I need to apply or if you could explain I'd sure be appreciative!

Thanks in advance!

we wish.

I had not realised that your book contained a sheet for each month and that your Qtr1 etc sheets were totalled the way that they are.

What do you do if a person works a different shift through the year?

looking at possibilities.


try the attached, type Qtr or Jan or Feb etc into B3, and no, don't try the B column filter.

note, I have only fixed Qtr1 which derives all names from Jan, as should all other sheets (Feb-Dec and Qtr2-4)

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[lilsnoop]

I appreciate your help! Thank you!

[Bryan Hessey]

I appreciate your help! Thank you!

np - but recognise that working that way will give errors if you are not most careful when inserting rows.

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