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Populating information in a series of Tabs

  1. #1
    Registered User
    Join Date
    11-29-2007
    Posts
    1

    Smile Populating information in a series of Tabs

    2 parts:

    1. Here's my challenge. I'm looking to make life a little easier for myself at work by being more efficient in Excel. I run a referral program for 75+banks. Each month I must manually input the employee's name, client's name, date, Cluster(a region of banks), Rep, branch, Appointment made and sale amount.

    Typically I receive a 175 referrals per month, so keeping up with these referrals I receive via email is tedious. In the sheet I have approx 25 tabs containing 3 different types: Totals, Clusters and reps. In each tab I have to copy past all the info I manually inputted on the Totals page.

    I'm looking for a way to populate automatically the other 24 tabs from the Totals tab by using certain formulas and trigger names.

    Example:

    B6 is cluster
    C6 is rep
    E6 is employee
    F6 is branch

    if these are all true then I would like to see them in the other tabs based off the info I inputted in the total tabs. Also, interchangeable for reps and clusters.

    2nd challenge:

    I know how to use SUM, for the calculation of # of referrals per employee/per branch/per cluster per month and YTD. My question is how can I have my first challenge above integrate into this workbook?

    thanks for responding

  2. #2
    Forum Contributor
    Join Date
    08-14-2006
    Location
    USA
    MS-Off Ver
    2019
    Posts
    686
    why don't use post a sample workbook showing your raw data and what you want.

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