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Pivot Table/Chart where person moves team.

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    Pivot Table/Chart where person moves team.

    Hi guys,

    I am looking for some help. I have recently created a Pivot Chart based on agent performance with a contact centre. The Pivot is set up using the following criteria.

    Columns - Team Name
    Rows - Date
    Values - Cases Closed

    The issue is that one of the agents has moved from one team to another so whenever I refresh my data the historic information changes to show her performance numbers in her new team i.e. the wrong team. Is there a way I can split this so her historic work shows in the correct team and her work going forward shows in her new team?

    Thanks a lot in advance

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    Re: Pivot Table/Chart where person moves team.

    This will depend on your source data structure.

    To keep historical data reflecting correct team. You will need following.

    1. Columns to track start date on the team, and end date on the team
    2. As result of above, you should have separate line item for each team an agent belonged to

    If you need help in set up. Please upload sample workbook that accurately represents your data set (sanitizing data to remove sensitive info).

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    Re: Pivot Table/Chart where person moves team.

    Hiya,

    I have attached a sample of the spreadsheet I am using. this would then feed pivot graphs to highlight overall agent and team performances.

    Thanks again
    Attached Files Attached Files

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    Re: Pivot Table/Chart where person moves team.

    Welcome to Excel Forum.
    I think that I set up the pivot table as described in post #1, and I let Excel choose an appropriate pivot chart. I don't see the problem. When I filter by name the count of dates (cases) closed seems to be correctly counting according to department (team). Perhaps I don't understand what is expected. It might be helpful if you could show how you would set up a pivot table/chart for the data provided and explain the differences that you expect from the table/chart.
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    Re: Pivot Table/Chart where person moves team.

    @BigErnKingpin

    I'll need your pivot as how it currently looks and point to me where the issue is.
    Also, I don't see where Team is tracked? Is this done via lookup on another table?

    Since you have raw data with Date/Time... if you have another table which tracks team transition dates & agent as I described.
    You can use various methods to merge two tables (based on Date/Time Closed between Team Start & Team End dates as well as Agent name).

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    Re: Pivot Table/Chart where person moves team.

    Ok so I have attached a newer version. What I need to show is that Magda's cases from 05/01 are closed as Central (new team) cases and not Export (old team). I need to retain the number of cases she closed while in Export but have a "break" to show anything going forward belongs to her new team.So the By Team tab should show 3 trend lines instead of 2.

    Thanks a lot
    Attached Files Attached Files

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    Re: Pivot Table/Chart where person moves team.

    See if the attached is of any help. I changed the status column on the AgentTeamList sheet so that it will show the last date for which an agent worked for a certain team, TODAY() is the default. I changed the VLOOKUP function that was populating the team column on the Data sheet to the following INDEX/MATCH array entered formula*:
    Formula: copy to clipboard
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    *Array entered formulas are activated by pressing CTRL+SHIFT+ENTER to activate the array, not just ENTER. You will know the array is active when you see curly braces { } appear around your formula. If you do not CTRL+SHIFT+ENTER you will get an error or a clearly incorrect answer.
    Let us know if you have any questions.
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    Re: Pivot Table/Chart where person moves team.

    Hi thanks for this.

    My original data source is around 300,000 lines long and stretches back a number of years so I am hoping the INDEX/MATCH copes better than the VLOOKUP. I have to perform the same sort of work on historic calls too so will hopefully do the trick. In general would you say INDEX/MATCH is a better option going forward than using the VLOOKUP function?

    Thank a lot

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    Re: Pivot Table/Chart where person moves team.

    Be it INDEX/MATCH or VLOOKUP, it's not that much different on Performance when tables are not sorted on key field.

    For a typical machine, 300k+ rows of lookup takes around couple of minutes.

    If using table sorted on key field Double Approximate VLOOKUP is far faster than INDEX/MATCH for single column lookup.
    The advantage of INDEX/MATCH is in it's flexibility (lookup from right to left etc) and not in speed.

    If you have 300k lines. I'd suggest leveraging SQL through MS Query. Or using custom M function in PowerQuery.

    MS Query - Requires small piece of VBA to update Command text when file location changes. But can use SQL statement to join two tables directly.
    PowerQuery - Better GUI. But requires relatively complex Custom M function to do lookup in this case, since it's not straight join of two tables.

    Alternately, you can use VBA code leveraging Array & Dictionary object.

    I'll see if I can find time later today or tomorrow to do a sample.
    Last edited by CK76; 01-25-2017 at 01:11 PM.

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    Re: Pivot Table/Chart where person moves team.

    Any help or ideas are greatly appreciated.

    I am now working with a company that have historically never tracked staff performance in any meaningful way.

    I have a basic to intermediate understanding of Excel so people are looking to me to perform miracles.

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    Re: Pivot Table/Chart where person moves team.

    I have now been told that "Magda" is now only going to be based in her new team temporarily for a month so will the INDEX/MATCH array be able to handle this or will it need adjusting again?

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    Re: Pivot Table/Chart where person moves team.

    The formula only needs a small adjustment to consider only the integer of the dates and times in column D of the Data sheet. I added another line for Magda on the AgentTeamList sheet reflecting that she will change back to team Export. In the attached sample I put the date 1/10/17 as the date where her assignment to team 'Central' will end so that you can see that the formula is working as expected. Once you are convinced of that, change the date in AgentTeamList C5 to 2/5/17 (or whatever the actual date the temporary assignment will end) and leave C6 blank until the assignment has ended. I have applied filters to both the 'Case owner' and 'Date/Time Closed' columns on the Data sheet just to make it easier to see what the formula is doing.
    Let us know if you have any questions.
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    Re: Pivot Table/Chart where person moves team.

    Thanks a lot for the help on this. No doubt I will be see a lot more on this forum as I aim to improve my Excel skills.

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    Re: Pivot Table/Chart where person moves team.

    You're Welcome and thank you for the feedback. Please take a moment to mark the thread as 'Solved' using the thread tools link above your first post. I hope that you have a blessed day.

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