sam & jack asked:
Each week I track sales data in one large Excel file. I have separate worksheets for each salesperson in the same file, and summarize their sales in different categories I am interested in on the individual worksheets (Category 1, 2, 3, 4, 5). I have a current summary of their sales in one worksheet and a cumulative summary of their sales in another. Each summary has each salesperson’s name and their summary in Categories 1- 5. And some averages as well.
Each week I track sales data in one large Excel file. I have separate worksheets for each salesperson in the same file, and summarize their sales in different categories I am interested in on the individual worksheets (Category 1, 2, 3, 4, 5). I have a current summary of their sales in one worksheet and a cumulative summary of their sales in another. Each summary has each salesperson’s name and their summary in Categories 1- 5. And some averages as well.
Each week I get a new report that has the week’s individual sales data. I copy and paste each person’s data onto their worksheet, use “count if” (to sum up their sales in Categories 1-5, then lookup their performance on the individual worksheets (e.g. ‘Jack’!B7). For the Cumulative Summary, I reference their totals in each week’s Current Summary. I have to change the formula each week to ensure the most recent Current Summary is included.
I am fast at this now, but there has to be a way to automate it better. Any suggestion
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