Is it possible to pull information from multiple tabs and make it customizable without altering formulas?
Our take
Apologies for the confusing title, but I'm not sure how else to word it.
I work in a sales-focused role, recently at my job we have been required to send out sales recaps to higher ups. We need to calculate how many sales points we make daily along with calculating goals. I am using the web version of excel since I have to share this across a team.
My current set up is as follows:
- Each employee gets their own tab with a list of products we sell + how many points they are. Throughout the day they enter in what they did and it automatically calculated the points they earned.
- I have another tab called "calculator". This combines all of the totals across the tabs into one chart. ex: =sum('employee1!' A1, 'employee2!' A1) and so on.
- the final tab pulls the important information from the calculator tab and into the format that they want it in.
I've been asked to share this spreadsheet with other locations, but many of my co-workers are unaware of how to set up a spreadsheet like this. I want to make it as user-friendly as possible before sharing it. I want to be able to add/ delete "employee" tabs as needed without having to change formulas on the main "calculator" tab. Is there any way to set up the =sum() function to change based on the number of tabs automatically?
[link] [comments]
Read on the original site
Open the publisher's page for the full experience
Related Articles
- Monthly tracking workbook I use to track employee sales metrics; Trying to find a way to make the process less labour intensiveTruly having a hard to describing my issue effectively but hoping someone can help. First time posting here and I'm by no means an expert with excel, so please be kind! I have a monthly workbook where I track each employees revenue and other metrics. Every 2 weeks for payroll, I provide a print out of these numbers, and the payroll sheet pulls data from multiple sheets in the workbook. For example, every workbook has a separate sheet for each day of the month, titled "1" through "31". I have pay period sheets, so I'll use one titled "04.02.26 - 04.15.26". Then I'll have the data for each employee pulled from multiple sheets. For example, I use the formula =SUM('2:15'!E3) to pull the sales data from each day of that period for the specific employee. This works quite well. However, when I create a new month's spreadsheet, I have to manually alter this formula for each employee and for each data point (more than just revenue, at least 6 different data points for 7 employees). Is there a way to automate this? For example, a cell or two where I'm able to enter the date range and all of the formulas update to that date range for the corresponding pages? I'm sorry of this post is confusing. Truly it's confusing even typing it! submitted by /u/Ok_Smile9222 [link] [comments]
- Formula to achieve more complex text to columns?Hi everyone! I'm back with my latest question in my journey to maximize excel's usefulness in my office! Currently, I'm trying to figure out how to autofill a table and from there auto convert to a chart. To explain: The spreadsheet is tracking productivity goals for our employees (specifically the goals are to move x amount of clients into different statuses each month). As the employees complete these tasks, they are posting a message in a central teams chat with the information status, client name, client number, caseload, and the date. Once a week, management goes through the chat and copies and pastes the information into a spreadsheet broken up by employee and status. Every month, they use the data from that sheet to fill in a chart that counts them and calculates percentage of the goals met. Management asked me to find a way to take the monthly task of filling in the chart off their hands by making that automated. The way I was going to do this was to convert their sheet into a table and then use the table to create the chart. However, upon opening the spreadsheet, I see how much management has been just copy and pasting the raw data underneath each caseload's heading. I don't want to make more work for them by making them fill in the table, so I'm trying to find a way to automate this to. I thought about text to columns, but everyone's doing things slightly differently in their posts in the teams chat so that makes this a little difficult. The status is pretty universally first with a dash between that and the name with is almost universally second. After that some people are not including separation between name and client number, some people are using commas, some people are using dashes, some people are using a pound sign, and some people are putting the leading zeros. So it's really messy. Obviously, I can ask management to set the expectation that this be uniform and they would be happy to do that. But I want to see if there's a way we can do this easily without changing the already existing process. Does anyone have ideas? Thank you for reading all of this and helping!! submitted by /u/tashykat [link] [comments]
- Change contents of cells based on a drop downSo, I'm trying to generate a spreadsheet to make the forms we use in the office to issue keys. When people are given an apartment, we have a sheet with all the key numbers on it, and then they sign for it. At the moment, we've got 22 different PDFs and Word documents, and it doesn't work. So, what I want to do is this. I've built the template in Excel and created a Reference sheet which will have all the numbers in it. What I am trying to do is set it up so that when you use the Apartment number from a dropdown, it populates with all the key numbers. This sounds like it should be easy to do, but my Excel brain is broken. Advice would be much appreciated! submitted by /u/Hot_Syrup_1774 [link] [comments]
- Formatting question for automating data entryIm going to try to articulate what I need and if it’s possible to do inside excel. At my job I have to record the amount of patrons using our facilities. and specify what particular services are being used. at the end of each quarter. (3 month period) I must tally up all the numbers and provide a total for each aspect of our facility as well as the total overall. For example. 1st quarter numbers. 100 patrons used theatre. 250 patrons used Game room 450 patrons used computer lab so on and so forth. Now that you have the gist in your head. Imagine a spreadsheet where the first form is just a data entry sheet. it’s essentially just a box that never changes. You input the numbers for the week, and that data gets automatically moved to a different cell that has the total amount. so that at the end of the quarter I can easily see my total without having to backtrack or tediously add. if anyone has some insight on how I can do this Please reach out. If you have any questions about my wording or understanding exactly what I mean please also reach out. If you read all this I appreciate your time. submitted by /u/Beneficial-Yard-9006 [link] [comments]