Hi all. I created an issue tracking log in Excel, and have been able to use my limited knowledge to accomplish every user request except one. I have summary counts of different tables at the top of the task list. The task list can be filtered by the users, but the way that I set up the summary count formulas, the summary count tables don't update based on the current filtered records. I'm not a "power user" so I'm hoping you can give me a pretty simplistic answer.
This first picture shows what a slimmed down version of the workbook looks to the users:
num_1_user_view.jpg
This second picture shows the formulas that are used on that workbook.
You can see that I've created a column for each unique value of the "Status" column, and for each record in the table, if the status matches that column's heading, there is a 1 in the cell, else there is a 0 in the cell:
num_2_formula_view.jpg
The problem happens when a user filters the table, and they expected that the summary numbers would update to reflect the filtered records:
num_3_user_expected.jpg
For this small example, it's not a big deal that the numbers don't update. But I also have columns and summary tables for things like issue type (defect, enhancement) web site category (landing page, results page, etc.). And when a user filters, they want to see how all of those summary numbers change for that filtered set of issues.
So I either need to find a way to correct my formulas that have this type of function: =IF($D13=F$9,1,0) to another function.
Or I need to find a different way to populate the summary count tables.
I hope this was clear. Thank you so much for your help!
Barb
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