Summarising lists

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

Hi to all

I have a list of about 100 employees who's costs I monitor. They are divided into about 9 teams, I do not want to sort them.

What I want to do is have a seperate worksheet where I can have them all listed by team, or chose just a specific team or teams, the list will have no numerical values, just name, posts, team, etc.
Whats the best way to do this, I've tried pivot tables, but that don't seem to work.

Any help is greatly appreciate

Krissy
 
You could use a pivot table to summarize the data, even if there are no
numerical values.

Add the team name and employee name to the Row area.
Add employee name to the Data area, where it will become
Count of Employee.
You can hide the column that contains the count.

Use the check boxes in the Team name dropdown to hide or show specific
teams.
 
Maybe just use Autofilter in a separate sheet
with simple links to the masterlist?

Assume the masterlist is in say, Sheet1, in A1:C5

Name Team Post
ABC Alpha GM
DEF Beta BM
GHI Alpha Tech
JKL Beta Tech

In a new Sheet2
----------------------
Put in A1: =Sheet1!A1
Copy A1 across to C1, then copy down to C5

Now apply Autofilter on row1
[ via Data > Filter > Autofilter ]

and you can just filter details by Team or Post .. etc
as required without affecting the masterlist

If data in the masterlist in Sheet1 is added / amended,
just remember to do this in Sheet2:

a. increase the linked cells to accommodate as required
b. "refresh" the Autofilter, via clicking Data > Filter > Show All
before you start filtering again

For a cleaner look, suppress zeros in this Sheet2 if desired
[ via Tools > Options > View tab > Uncheck "Zero Values" > OK ]

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Max
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Kristanna said:
Hi to all,

I have a list of about 100 employees who's costs I monitor. They are
divided into about 9 teams, I do not want to sort them.
What I want to do is have a seperate worksheet where I can have them all
listed by team, or chose just a specific team or teams, the list will have
no numerical values, just name, posts, team, etc.
 
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