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Excel report. Could need Pivot table, Vlookup or something else
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Microsoft Certified Power BI Data Analyst & Advance Excel Specialist¦Professional Power BI consultant ¦ (ACCA)- Chartered Certified Accountant ¦ Accounting- Reconciliations ¦DAX ¦Data Models ¦
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Virtual Assistant | Web Research Specialist | Excel | Fillable / Editable PDF |Data Mining Specialist |Data Extraction | & Project Coordinator
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Excel VBA, MS PRoject Expert, Web Scraper, Arena, Simulation, Spreadsheet, Wordpress customisation
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AUTOMATION EXPERT l VBA l PYTHON l SQL l POWER AUTOMATE l WINAUTO l DATA ANALYSIS l ACCESS
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Description
Experience Level: Intermediate
I am building a report which is easy and fast to run weekly but am unsure how to do step 1 below and this is what I want done.
I have 2 tabs of data in excel which will be freshly downloaded each week from sales reports, so a report needs to extract data from these 2 tabs and automatically generate a report. The report needs to be easily updateable eg just dump fresh data into the two tabs and automatically update the whole report. Or a few simple steps to update it.
1). The report needs to populate individual salesman sales with detail of every order
2). Then a summary will just pull the data together.
Issue:
I can populate the summary, but can’t work out how to populate the individual salesman’s reports as it needs the detail listed of all orders, which needs to automatically update each week. Not sure if a Pivot, VLookup, name manager or what could be used to make it work. Whatever mechanism is used for the detail needs be quickly updatable (eg under 3 minutes) as there are 6 sales people and 4 mini reports on each eg sales by month, orders in the month, quotes in the month and pipeline which should automatically pull data for the download tab.
I have 2 tabs of data in excel which will be freshly downloaded each week from sales reports, so a report needs to extract data from these 2 tabs and automatically generate a report. The report needs to be easily updateable eg just dump fresh data into the two tabs and automatically update the whole report. Or a few simple steps to update it.
1). The report needs to populate individual salesman sales with detail of every order
2). Then a summary will just pull the data together.
Issue:
I can populate the summary, but can’t work out how to populate the individual salesman’s reports as it needs the detail listed of all orders, which needs to automatically update each week. Not sure if a Pivot, VLookup, name manager or what could be used to make it work. Whatever mechanism is used for the detail needs be quickly updatable (eg under 3 minutes) as there are 6 sales people and 4 mini reports on each eg sales by month, orders in the month, quotes in the month and pipeline which should automatically pull data for the download tab.
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Paul S.
100% (5)Projects Completed
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Last project
17 Jul 2024
United Kingdom
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