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MS Excel - Track data based by month
I need help finishing up a tracking tool. Point value will be at least 1000 to the successful expert that can help me with this task.
This is the story behind this sheet: Users must be able to click on the checkboxes and submit the data in order for it to be tracked (in a chart, etc) so that those values as explained above show up. After the user submits it, it should be archived in some way (copy over on another spreadsheet? or database?) and those values mentioned above have to be tallied.
ex.
Lets say 5 people use the same spreadsheet. They each submit their checked boxes with data. This data is to be archived and the YES/NO delta calculated as well as those certain boxes (3 specifically) with the reasons are tallied onto a metric.
The specifics required are:
1) Accumulate the total number of reviews evaluated (total, by month and current month-to-date)
2) Accumulate the number of reviews of each type: PDR, CDR, TRR, etc (for same time periods)
2) Accumulate the number of turnbacks (for same time periods)
-A turnback occurs when the 'no' is checked for a turnback--design NOT approved
3) Accumulate the turnback reasons (for same time periods)
I have supplied some data in the "stored values" sheet and provided a sample chart (to be rigorously changed to track each known data per month)...now the question is how to make it pull and update the values from the stored values sheet by month....I know it will have to change in order to track by month so thats why I am leaving it flexible--to see how you would implement it -- I will change it if needed accordingly.
File: https://filedb.experts-exchange.com/incoming/ee-stuff/289-Design-Review-Checklist_beta.zip
I need to see the changes implemented and if they work according to the requirements.
Thank you in advance.
This is the story behind this sheet: Users must be able to click on the checkboxes and submit the data in order for it to be tracked (in a chart, etc) so that those values as explained above show up. After the user submits it, it should be archived in some way (copy over on another spreadsheet? or database?) and those values mentioned above have to be tallied.
ex.
Lets say 5 people use the same spreadsheet. They each submit their checked boxes with data. This data is to be archived and the YES/NO delta calculated as well as those certain boxes (3 specifically) with the reasons are tallied onto a metric.
The specifics required are:
1) Accumulate the total number of reviews evaluated (total, by month and current month-to-date)
2) Accumulate the number of reviews of each type: PDR, CDR, TRR, etc (for same time periods)
2) Accumulate the number of turnbacks (for same time periods)
-A turnback occurs when the 'no' is checked for a turnback--design NOT approved
3) Accumulate the turnback reasons (for same time periods)
I have supplied some data in the "stored values" sheet and provided a sample chart (to be rigorously changed to track each known data per month)...now the question is how to make it pull and update the values from the stored values sheet by month....I know it will have to change in order to track by month so thats why I am leaving it flexible--to see how you would implement it -- I will change it if needed accordingly.
File: https://filedb.experts-exchange.com/incoming/ee-stuff/289-Design-Review-Checklist_beta.zip
I need to see the changes implemented and if they work according to the requirements.
Thank you in advance.
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