Hello everyone. Let me start by saying that I don't know what I need. I searched and search, but perhaps I am using the wrong words in my search.
My customer has a a dozen employees. Each is responsible for providing monthly updates that quite simply is a customer count. Very easy. My customer wants the result to look like they did in Excel for years.
Column A title "Employee" and rows of data are the employee names, Column B is "March/2020" and rows of data are the employee's customer count. There will also be a column next to the month/year column that gets the difference between the two months to track if the employee gained or lost customers. Next month, we need to automatically move Columns B & C to Columns C & D and add Column B title "April/2020" with each row having the employee's customer count.
Kind of similar to a hotel tracking rooms with dates and where X and Y meet is the customer name, I need X to be the employee name, Y to be the date (that changes monthly), and the customer count where they meet. How do I create something that will constantly bump the columns down one to make room for the new month / year, and have each employee add their stuff? I was thinking a simple UX for the employee that has the month/year and their name. They enter the data. They don't need to see everyone else's data. Then the manager can open either a grid or a list and see the layout I described above.
I thought of Pivot table, but what I searched does not seem to be the same (although this updated forum is a bit cumbersome to search). I found CrossTab, but I'm not sure if that is what I need. Maybe it is?
Direction here is appreciated. Thank you.
My customer has a a dozen employees. Each is responsible for providing monthly updates that quite simply is a customer count. Very easy. My customer wants the result to look like they did in Excel for years.
Column A title "Employee" and rows of data are the employee names, Column B is "March/2020" and rows of data are the employee's customer count. There will also be a column next to the month/year column that gets the difference between the two months to track if the employee gained or lost customers. Next month, we need to automatically move Columns B & C to Columns C & D and add Column B title "April/2020" with each row having the employee's customer count.
Kind of similar to a hotel tracking rooms with dates and where X and Y meet is the customer name, I need X to be the employee name, Y to be the date (that changes monthly), and the customer count where they meet. How do I create something that will constantly bump the columns down one to make room for the new month / year, and have each employee add their stuff? I was thinking a simple UX for the employee that has the month/year and their name. They enter the data. They don't need to see everyone else's data. Then the manager can open either a grid or a list and see the layout I described above.
I thought of Pivot table, but what I searched does not seem to be the same (although this updated forum is a bit cumbersome to search). I found CrossTab, but I'm not sure if that is what I need. Maybe it is?
Direction here is appreciated. Thank you.
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