Excel Reports

[ABC123]

Hello all,

Please note that I have ben asked to create a spreadsheet that will
generate a report for staff working in a call centre. The basic form
is as follows:

Worksheet 1
User Calls Trigger
Staff1 Total Trigger field
Staff2 Total Trigger field

Worksheet 2
User Calls Trigger
Staff1 Call1 123
Staff1 Call2
Staff2 Call1 123
Staff2 Call2 123
Staff2 Call3 123

The required design is for 13 worksheets in this spreadsheet with WS1
being used to display the results for each month but worksheets 2 - 13
being used for the call data for that month. There can be tens of
thousands of calls each month with the possibility of several thousand
per person.

I need to be able to work out how to do two things with this
spreadsheet. The first is to count how many calls each member of staff
has logged and how many of these calls have the trigger field completed
(there is no need to verify the contents of the trigger firld as that
has already been done). There should only ever be 1 row per member of
staff on WS1 so this worksheet will always be a lot shorter than the
other worksheets.

Thanks in advance all.

M.

 

[Otto Moehrbach]

M
I'll try to help you with this. You say "with WS1 being used to display
the results for each month...". Your example for WS1 doesn't include
anything repeating for each month. How do you envision the layout for WS1
showing multiple months for each staff member? Otto

 

[pmartglass]

Is it an option to do this in Access ?

 

[WallyWallWhackr]

Hello all,

Please note that I have ben asked to create a spreadsheet that will
generate a report for staff working in a call centre. The basic form
is as follows:

Worksheet 1
User Calls Trigger
Staff1 Total Trigger field
Staff2 Total Trigger field

Worksheet 2
User Calls Trigger
Staff1 Call1 123
Staff1 Call2
Staff2 Call1 123
Staff2 Call2 123
Staff2 Call3 123

The required design is for 13 worksheets in this spreadsheet with WS1
being used to display the results for each month but worksheets 2 - 13
being used for the call data for that month. There can be tens of
thousands of calls each month with the possibility of several thousand
per person.

I need to be able to work out how to do two things with this
spreadsheet. The first is to count how many calls each member of staff
has logged and how many of these calls have the trigger field completed
(there is no need to verify the contents of the trigger firld as that
has already been done). There should only ever be 1 row per member of
staff on WS1 so this worksheet will always be a lot shorter than the
other worksheets.

Thanks in advance all.

M.

All it is is a time sheet variant. Instead of adding up jobs done in a
day, by hours, you are adding up contacts in a day by event.

DL one of the user submitted templates (one of mine) from the MS Office
template site.

It has the tally tables you want.

I made one for a single week, but it could easily be modified to track
months, and I made one that does all 52 weeks. You could delete all but
12 of the week sheets and modify them as months.

They would make a great baseline for you as you would begin to
understand some of the things you need to do to perform the counting
functions you are after, etc. Anyway, worth a look.

http://office.microsoft.com/en-us/templates/TC300083081033.aspx?CategoryID=CT101172771033

or the weekly single sheet, which is likely a better jump off point:

http://office.microsoft.com/en-us/templates/TC300083091033.aspx?CategoryID=CT101172771033


WallyWallWackr