Creating Spreadsheet

  • Thread starter Thread starter dander
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dander

Does anyone know if this is possible in Excel.

We monthly reviews on our people based on calls made etc.

Each month a target is set to meet specific targets: ex:
# of calls, # of contacts etc

Because we have multiple clients, I would like to set up
the monthly reviews based on each clients target. When
the supervisor chooses the particular client the employee
was working that month, it will filter in all the targets
based on the client they were working.

For instance,

Jane Doe works for XYZ bank, the supervisor chooses XYZ
bank and all the targets for the month automatically
filter in in the appropriate cells. Each review is the
same just the targets change from month to month.

Thank you to anyone who can offer advice, I just can't
find it in any of my books and what would it be under.
 
dander said:
Does anyone know if this is possible in Excel.

We monthly reviews on our people based on calls made etc.

Each month a target is set to meet specific targets: ex:
# of calls, # of contacts etc

Because we have multiple clients, I would like to set up
the monthly reviews based on each clients target. When
the supervisor chooses the particular client the employee
was working that month, it will filter in all the targets
based on the client they were working.

For instance,

Jane Doe works for XYZ bank, the supervisor chooses XYZ
bank and all the targets for the month automatically
filter in in the appropriate cells. Each review is the
same just the targets change from month to month.

Thank you to anyone who can offer advice, I just can't
find it in any of my books and what would it be under.
Click to expand...

It sounds to me a though you should look at the VLOOKUP function. Basically
this enables you to look up a particular value in the first column of a
range and return corresponding values from other columns. In your case, you
would be looking up XYZ bank and returning the appropriate targets.
 
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