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Excel Filter Question

  1. #1
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    Excel Filter Question

    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!
    Attached Files Attached Files

  2. #2
    Forum Guru MarvinP's Avatar
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    Re: Excel Filter Question

    Hi DarkKnight1680 and welcome to the forum,

    The answer is to not put multiple rep names in the same cell.
    If a second rep is working on a project, create a whole new row with that project and put in a single name.
    I see your first worksheet has this format.

    You are asking for a Relational Database where you have connections of one account name with many reps.

    See if http://www.exceluser.com/explore/msquery1_1.htm helps
    Micorsoft Access is the tool that allows this relational stuff but the learning curve is a little steep.

    Bottom Line - IMHO Type the jobs twice
    One test is worth a thousand opinions.
    Click the * Add Reputation below to say thanks.

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