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Tracker spreadsheet Help!

  1. #1
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    Tracker spreadsheet Help!

    I work in an office where myself and 2 others handle esclations. I created a spreadsheet a while back to track these cases for each individual agent. The spreadsheet gives each agent their own tab where they input all the case info for each case and then there is a cover tab that keeps track of how many open and closed cases there are for each individual, as well as for the department. I ran into issues with my cover sheet because we do everything at my job on an old version of Excel (2016) using the shared workbook function so we can all share the same workbook over a networked drive. However, I created the workbook in the newest version of Excel at my home before I realized Micorsoft had moved away from shared workbooks. Because my spreadsheet used the 'Form' button added to the Quick Access Toolbar to enter info for each case, used pivot tables, had tables I converted to ranges, and a macro to refresh the stats it caused issues and would not allow me to share the document on the shared network drive.

    I ended up making a basic version for each agent - 3 individual spreadsheets that each person uses to track their own individual cases and then those cases are tabulated on a cover tab according to how many total cases there are, which ones are open, and which ones are closed.

    BUT NOW: My office has asked me to make a new master stat tracker spreadsheet that will keep track of the cases we have according to type of case (Certificate issue, Retail Complaints, Promo issues, etc), date range (week of), total # of cases open, and how many were opened and closed within that date range. I am clueless as to where to even start with this.

    An example of the spreadsheet I currently use for each of us is attached below.

    If anyone would be willing to help me with this and/or chat with me over Skype to give me ideas on how to do this, I'd greatly appreciate it! I am even willing to pay a fee for your help!
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  2. #2
    Forum Expert torachan's Avatar
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    Re: Tracker spreadsheet Help!

    Would a UserForm approach work for you.
    Single table database - only generate reports when required.
    Try with the attached it is only partially complete.
    Clear form then add data and press 'New' to save.
    If this works in your environment post back on this site then we can progress the app.
    torachan.
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