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Best layout for this spreadsheet?

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    Best layout for this spreadsheet?

    At my current employer I was tasked to build a spreadsheet with information on employees and the sites that they are over, but I'm having problems trying to find the best layout for this.

    The basic business structure is that there are four regions. Each region has a regional manager, each regional manager has 5-10 account managers under them, each account manager has 2-10 site managers under them and each of these site managers have 1-8 sites that they are in charge of.

    So I need to put all of that information (along with contact info for each manager and site) into one excel workbook and have the information easy to navigate. Any thoughts on how to go about doing this? Or a template that you'd suggest? I'm working in Excel 2010 if that makes a difference! Thanks!
    Last edited by LLForm; 03-21-2014 at 01:28 PM.

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    Re: Best layout for this spreadsheet?

    I really, really, really hate Pivot Tables, but this just screaming Pivot Table.

    It makes reporting on a tiered structure very easy. I ran out of creative energy about halfway through, so I'm sorry if the names got weird.
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    Re: Best layout for this spreadsheet?

    I also really hate Pivot Tables and try to stay away from them as much as possible, which makes my knowledge of them very limited. It does seem like a good solution, but I have some questions on what you posted.

    First, is it possible to remove the column with the "Total" info? Also, I somehow need to display contact info for both the sites (phone number, address) and the employees (phone number, email, etc...). Ideas?

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    Re: Best layout for this spreadsheet?

    Have you tried to use a filter
    Willem
    English is not my native language sorry for errors
    Please correct me if I'm completely wrong

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    Re: Best layout for this spreadsheet?

    A filter might be a better option.

    As long as the data is entered in a manner similar to my 'raw' tab then it can be summarized with Pivot, arrays, indices or filters.

    If you provide a sample of your data, I'll glady show you a few examples. You'd probably need to desensitize your information first though.

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    Re: Best layout for this spreadsheet?

    Thanks again for the help.

    It's a bit hard to desensitize the information, so I'll try to as best as I'm able with completely made up info. The info that needs to go into the spreadsheet (somehow) is basically as follows:

    Region 1:
    RM: Jill Litton Phone #: 714-588-6999 E-mail: JillLitton@Jill.com
    AM: William Conell, 602-776-4922, WillConn@will.com
    SM: Dennis Duff, 888-888-8877, DennisDuff@dennis.com
    Site: Random Corp., 330 S. Broadway LA, CA, 788-266-4435
    Site: Not Real LLC., 4861 North South St, LA, CA, 788-888-1354
    SM: Billy Burns, 435-435-7486, BillyBob@billy.net
    Site: AlsoFake Design, 2357 W. Manchester Ave, NY, NY, 326-555-7719

    All listed are in Region 1 and in reality there would be a ton more names added to this. In case that's not super clear, Jill is the Regional Manager, William is one of the account managers under her, Dennis and Billy are under William. Dennis is in charge of the two sites listed below him, Billy is in charge of the one below him.

    Does that help?

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    Re: Best layout for this spreadsheet?

    Let me ask a different sort of design question: Are you building this as a tree for someone to look at in a finished state, or this more like a query where someone might want to just pull the results of the entire tree for region 1?

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    Re: Best layout for this spreadsheet?

    The initial thought was to build a tree for someone to look at in a finished state but I'm not 100% sure and that doesn't mean I'm not open to ideas. Perhaps some additional info would be helpful.

    A few years back another employee made an excel spreadsheet listing some of this data that was laid out with one sheet per region with the different columns labeled (in order): "Site Name" "Site Phone Number" "SM Name" "SM Phone#" "AM Name" "AM Phone#" "RM Name" "RM Phone#". It was functional (somewhat), but messy and not really ideal. My boss is asking for something like that, but less clunky and easier to navigate. I was also told to stay away from org chart type formats (which I think would have been the easiest solution to this problem).

    And that's where I'm at a loss and not sure the best way to go about doing this is.

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