Hello everyone, I'm hoping you can help me out with a little project I'm working on.
I'm trying to keep track of projects within my little company in excel. Basically, it was a regular table with autofilters applied - things like Sales Rep, Account Name, Delivery Date, etc. It worked fine. I started running into trouble when we started putting multiple reps on a single account. I need to be able to see each rep individually, but also see the whole list without duplicate entries. I get the feeling filters may not be flexible enough for this and that I need to be doing something more complex, but I cant figure out what.
I've attached a sample excel file with the kind of data I have - I'm hoping someone can provide an innovative solution. The first tab has all the entries - easy to filter by rep, but the same entry appears multiple times. The second tab has the reps in one field, but now I can't see what just one rep's projects are. Ideally I'd only need to enter the data once and would have access to both views easily. Thanks everyone!
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