How can I use Excel to automate data flow?

Posted on 2015-02-18
Last Modified: 2015-03-18
Not sure how to automate the scoreboard here.  Any help with the formulas/macros, etc would be great!

1.  How can the most recent entry only (for each recruiter/client services person) to reflect on the 2015 scoreboard tab?  Is that possible?

2.  If we have to add a new sourcer/recruiter/client services tab, how can I ensure the appropriate format, fields, and formulas are created without having to manually redo all the formulas again?

3.  Lock the 1st and last tabs (only one person can access the data)?

Please see attached updated file!

Question by:Beanburrito04
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 3
LVL 24

Accepted Solution

Phillip Burton earned 500 total points
ID: 40618387
I would do something completely different to what you are doing.

You have 2 input spreadsheets for Support, 4 for Recruiter and 2 for Client Services. It is not all data - you have subtotals, for example.

Instead, have one for each.

Insert an extra column for Name, and get rid of all the totals and subtotals. In this way, you have 3 straight-forward tables. I would also have an extra column for Month, which can be auto-calculated from Week (=a3-day(a3)+1). That is raw data.

If you then want the information that you are showing in these 2+4+2 spreadsheets, you can then generate it using PivotTables or similar. This will:

1. Make it easier to add functionality.
2. Make it easier to add new people.
3. Reduce your stress.
LVL 24

Expert Comment

by:Phillip Burton
ID: 40618388
If you don't want to do that, then I will answer this question:

2.  If we have to add a new sourcer/recruiter/client services tab, how can I ensure the appropriate format, fields, and formulas are created without having to manually redo all the formulas again?

Currently, you have ='J (Recruiter)'!B7+'M(Recruiter)'!B7+'L (Recruiter)'!B7+'Person 4 (Recruiter)'!B7

you can change that to: =SUM('J (Recruiter):Person 4 (Recruiter)'!B7)

This looks at all of the tables from J (Recruiter) to Person 4 (Recruiter) and adds up all of the B7 cells. To add a new person, simply create a new sheet IN THE MIDDLE of these. Do not create it before the first sheet mentioned or after the last sheet mentioned. It will then get added in automatically.
LVL 24

Expert Comment

by:Phillip Burton
ID: 40618391
And I don't know what skill set you have. If the idea of PivotTables scares you - don't worry. You can create a PivotTable in just 3-5 steps. It's easier than it sounds, and much easier than using formulas.
LVL 47

Expert Comment

by:Martin Liss
ID: 40672901
This question has been classified as abandoned and is closed as part of the Cleanup Program. See the recommendation for more details.

Featured Post

Office 365 Training for Admins - 7 Day Trial

Learn how to provision tenants, synchronize on-premise Active Directory, implement Single Sign-On, customize Office deployment, and protect your organization with eDiscovery and DLP policies.  Only from Platform Scholar.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Excel can be a tricky bit of software to get your head around. Whilst you’ll be able to eventually get to grips with the basic understanding of how to get by, there are a few Excel tips that not everybody will even know about let alone know how to d…
You need to know the location of the Office templates folder, so that when you create new templates, they are saved to that location, and thus are available for selection when creating new documents.  The steps to find the Templates folder path are …
This Micro Tutorial will demonstrate the scrolling table in Microsoft Excel using the INDEX function.
Finds all prime numbers in a range requested and places them in a public primes() array. I've demostrated a template size of 30 (2 * 3 * 5) but larger templates can be built such 210  (2 * 3 * 5 * 7) or 2310  (2 * 3 * 5 * 7 * 11). The larger templa…

738 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question