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I think I need a pivot table or chart but but not sure...

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    I think I need a pivot table or chart but but not sure...

    I need to create a matrix/grid with the following info:

    Roles/positions (titles) that my company on boards (hires) such as: RSM, RDMA, MIM, etc.
    For each of these roles a series of tasks must be performed in a particular sequence.
    Approx 80% of these tasks are universal and apply to ALL roles such as: create network accounts, initiate computer build, schedule product training, etc.

    The remaining 20% are role-specific such as assigning access to certain unique software applications/programs, etc.

    It would also be great if I could color coordinate tasks to their functional areas such as administration, training, IS, etc.

    I have the roles and tasks captured, but don't know how to construct the spreadsheet so that the appropriate tasks fall under the correct roles. I was thinking pivot chart/table but have not been successful in my attempts.

    Thanks for any help!

  2. #2
    Forum Expert judgeh59's Avatar
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    Re: I think I need a pivot table or chart but but not sure...

    Hello.....Can you upload a data set where all the company confidential stuff is removed?.....thanks....
    Ernest

    Please consider adding a * if I helped

    Nothing drives me crazy - I'm always close enough to walk....

  3. #3
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    Re: I think I need a pivot table or chart but but not sure...

    See attached. There are more roles I am dealing with but I made 3 dummy roles and some associagted tasks and permissions. I really appreciate your reply. Any questions let me know. I messed around with grouping some of the tasks, but I don't think that will work because a separate e-mail needs to be generated for each task to a different functional area, so even though something is in the "asset" group, a dozen e-mails might need to be generated.
    Attached Files Attached Files

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