Excel Macro (?) Help

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anastasia007

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Jul 22, 2005
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I am creating a report for work and have stumbled upon a snag. Each month, we track the number of sales that each rep has, their volumes, etc. My boss wants me to create what is basically a report card for each rep. Each month I must resort the master report based on the three month total of each sales rep (column U); therefore, the data is never in the same order month to month (ie For May, John Doe could be #1 for the team [U5], but in June, he could be ranked #3 [U7]). Short of having to copy and paste each individual entry into the report card form, is there a macro of some sort or something that could make my life a little easier?

Thanks,
 
Joined
Aug 30, 2003
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Welcome to TSG.

Without knowing your data layout it's difficult to say much ... BUT it's unlikely you'll need a macro to get what you want. You can probably get away with some basic functions, e.g. MATCH and INDEX.

The attached file should give you some idea of what you can do.

HTH,
Andy
 

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Jul 21, 2005
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I have found that you can create a simple report using the pivot table option, this allows you to place all the necessary fields, using the sales personnel names as the key field. If you haven't tried pivot tables have a look at them, if you need extra assistance don't hesitate to contact me.

akoobra
 
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