Sales force tracking sheet sorting problem.

  • Thread starter Thread starter djeans
  • Start date Start date
D

djeans

This is going to be hard to explain, and anyone interested in helping,
could send file to so they can see it first hand, but here goes th
explanation.

I manage a restaurant sales team and each week i put up a form trackin
their performance in six different areas. The spread sheet is set u
that one page has the daily entries for each person and how they did i
each of the six areas, and a second sheet that sorts those from highes
score to lowest score.

What I would like to do, is also have a sheet that sorts them based o
how they did on an average of all six, showing who is the best overal
performer, and who is the least performing over all six categories.

Sorry if that sounds confusing. Any help would be greatly appreciated
and like i said, if you would like to see the sheet, i can email it t
you.

darro
 
Have you considered having them all on a single sheet and then using a Pivot
table to create your reports. You can even create single sheets for each
employee at the touch of a button if that is what you wanted. It just gives you
a lot of flexibility if the data is all in a single sheet to start with, even if
you want the results in separate ones. That having been said, if you really
want to start with separate sheets, then that can be catered for as well,
epsecially if the ranges are the same size for each sheet and do not change, as
you can link all the data to a single front sheet and then Pivot from that.
Should save you having to do any sorting, and you'll be surprsied at what the
Pivot table will actually give you.

What version of Excel are you using?
 
I have never used a pivot table, so I am not sure how to implement one
Sounds like a very good solution tho.

I am using Microsoft Excel for Macintosh version 10.0

How do i set up a pivot table?

Or better yet, where do I learn what pivot tables are and what they ca
do?

thanks again

darro
 
I have never used a pivot table, so I am not sure how to implement one
Sounds like a very good solution tho.

I am using Microsoft Excel for Macintosh version 10.0

How do i set up a pivot table?

Or better yet, where do I learn what pivot tables are and what they ca
do?

thanks again

darro
 
Ok,

I created a pivot table, and can now sort by server name and item. I
then sorts descending and will show me who sold the most in eac
category, which is the basic functionality that i had already create
the long way using macros.

Anywho, I am still confused as to how I can now sort to see who i
performing best across all categories using this model.

Any suggestions?

thanks again

darro
 
Hard to say without seeing what your data looks like, but have you tried right
clicking on the fields and changing it from SUM or COUNT to AVERAGE and then
seeing what it throws up in the way of a report. You would be able to include
as many or few of the fields as you wish and have it average just those.

Some good introductions to Pivot tables can be found here:-

http://peltiertech.com/Excel/Pivots/pivotstart.htm
 
I will try that, and i will also look at the page you suggested.

darro
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Back
Top