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Look up table? Pivot? Filter? Need help please.

  1. #1
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    Question Look up table? Pivot? Filter? Need help please.

    I apologize ahead of time if this is in the wrong category. I would consider myself as a basic Excel user and have a problem ahead that needs solving, hopefully with a spreadsheet. So the question is, can the problem below be solved with a spreadsheet? And if yes, how?

    So my business has Sales Regions (i.e. West, East), Territories (i.e. NY City, LA, etc.), Sales Managers, Sales People, Business Development Managers, etc. Some overlap. For example, I can have 2 sales people taking care of one Territory. I would like to create a spreadsheet that would allow me to select say a Region and Sales Manager and see everyone who falls into those categories. Or select a Sales person and see who their manager is, what territories and regions they cover.

    Originally I though I can setup columns and apply simple filtering. But then I though - what if I could dedicate a worksheet in a spreadsheet to a variable. So worksheet for Sales people, Managers, Regions, etc. Then have one page where I can select variables such as West Region, Manager and display everything associated with those two. Or really any other combo such as - show me Los Angeles area and every person who is associated with that territory.

    Any help and guidance is appreciate it. Please keep in mind I'm not a power user so keep in light on the lingo.

  2. #2
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    Re: Look up table? Pivot? Filter? Need help please.

    I don't know what your data looks like, but it sound like a pivot table would meet your needs.
    I found this link useful the first time I created a pivot table.

    http://www.howtogeek.com/howto/13336...bles-in-excel/

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